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Has anyone considered this is a 1-hour old sock account and most likely a shorter?
You're world is about to get crushed...
Yeah don't get wrapped up in him not saying exactly what you want to hear.... The GSEs are a controversial topic...
The goal is to get thru the hearings and that's it.... Nothing else..
Then you didn't listen to anything he said at any point.
"Pulte is an unconventional choice for running the FHFA. While he is a Trump supporter, he has no government experience. His history of philanthropy and private equity activist investing is not the typical career path for agency administrators. Some experts have even surmised that Trump tapped Pulte because he would accelerate the privatization plans for Fannie Mae and Freddie Mac."
100% agree - the framework is there w/ all these new hires even outside Pulte....
Craig Phillips to me was the green flag....
I can't argue w/ that I didn't understand the foot dragging that was going on especially when the GSE's were retaining earnings.
To me this is better - the GSEs are way too big to treat them frivolously.
Has to be an orderly release to keep the housing and mortgage markets stable...
Yep effing pissed me off i was going to turn right around and buy more... Fat fingers is really taking his time...
Dumb question
Lamberth ruling - anyone know how much to expect the damages are going to be per share ?
Don't agree with Calabria that the seniors cant be terminated; theres precedence for this in other conservatorships and guaranteed Ackman had his lawyers review the legalities...
I should add I remember in an interview Calabria said the "should not expect a large windfall or significant return on their investments,".....
Didn't trust him ultimately to do right by shareholders...
Better for release than Calabria but Calabria was really good for cleaning up the books and making them very strong....
No one can complain now about their stability...
Better for release than Calabria but Calabria was really good for cleaning up the books and making them very strong....
No one can complain now about their stability...
I am agreeing to his statement and adding to the comments with it about ackman and bessent at the nyse with orange guy...
These guys are on the same page.
At this point Ackman is like an appendage attached to Trump and has his ear.... Ackmans number 1 goal for this term is the GSE release and guaranteed theyve had many conversations about this...
I am also under the assumption Ackmans presentation was discussed woth Trymp and people like Craig Phillips....
Writing is on the wall to me and with all this public talk about this happening IMO is to prepare the public and the market for this to minimize disruptions...
No one is closer to Trump then Ackman or in that circle like him...
More like 6-700% for SPO then itll keep going....
Ackman has Orange mans ears and Ackman also knows trying to cash in the seniors invites litigation that will push the release past Trumps term.
They will not be swapped for commons just like i've said for years... This invites litigation.
I only don't know how the warrants will fair but we'll see...
I think an up list will happen before an SPO announced - Too much going on at once otherwise but what do I know.
Ultimately you need the mortgage market steady...
Just a guess.....
I was on a work call - are those Ackmans updated pps numbers?
Quiet today everyone waiting for fireworks
Guess you wont be buying
65 held fine and ghen some... good try it'll start going ypnow with earnings coming up
Dont see that option on my phone
Broad terms i meant
He will talk in braod terms no one knows the specifics yet... the legal piece im sure is actively being discussed...
Its always dumped because the expectation they would be released didn't materialize and that has done a 180...
There is a real push in the next admin to get this done and that's beyond being vocalized.... You should not have sold wait until the hearings tomorrow when the questions of release come up.... this will go up a dollar on that alone.
Keep dreaming.... your shorts getting killed?
"34 to 350 dollars a share." Assessment about right......
....34 though is the SPO pps then that'll go up also.
Change "today" to year.
That makes zero sense - why would you reverse-split a stock that's expected to be $30+ at SPO and that's w/ warrants executed? $30+ will be the initial buy price then it'll continue to rise. W/out them executed much more.
I hate even have to respond to stuff like this but I guess I have to sort thru nonsense.
Bradford is irrelevant except in his own mind.... even saying Ackman "outsmarted him" him is laughable as in his own mind they are equal. Ackman is a billionaire hedge fund mgr. and Bradford is a nobody that needed his dad to refinance his signature loans he took out to buy stock beginning 8 years ago....
He is delusional and one of the least credible opinions on here and only good in keeping people un to date on court proceedings not sound investment strategy.
Glen Bradford is scrambling to sell his JPS and buy commons...
I still dont understand people FNMAs pps price point relative to FMCCs when FMCC has 1/2 the shares and is more profitable for its size...
They also wont get any winnings from the Lamberth verdict...
What am I missing?
Acct Created 1 hour ago huh?
Your stupid crap again - everyone knows craig phillips said tax payers have been returned and what that means for the seniors and possibly the warrants.....
Stop spewing garbage and get that face fixed.
Bob Corker isnt relevant on any level now he wasnt then either...
Probably cut out #3 - The others are more important and Ackman should have more insight into them.
Has anyone on this board read into the warrant contract(s) and can post the legalese on that as to the warrant creation and when the loan is satisfied and warrants are void???
The warrants were ONLY intended for use if the GSEs could not repay the loan +10%. I don't know why the lawyers working for common shareholders never brought that up and why isn't that being brought up now in the news or by someone like Ackman that has real pull....
The gov't got drunk on GSE money and still want to wring every penny they can even if the warrants are void now as they loan has been completely satisfied as well as tens of billions above the 10%. Hearing Craig P mention the GSEs surpassing the "10% moment" in his YT video is what I'm referring to also.
C Phillips saying I am for shareholders rights makes me think he understands that the warrants granted until the loan +10% was repaid has been satisfied... perfect scenario but we'll see
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