Mr Cooper Group Inc (COOP)

[LuckyPanda]

WMIH hidden value is not about NOLs. I do not think David Tepper or Greywolf would have been in this shell for this long for simply undervalued NOLs. There are much better speculations out there. I really think the hidden value is the potential stock for value exchange with whatever loans left over at safe harbor exit. As I've pointed out in my recent posts in the last week, this stock can easily reach a diluted price of $10 if there was an exchange of 3.5 billion shares with escrow holders for just $35 billion portfolio. This is valuing NOLs at zero. I think this kind of merger with the returning safe harbor assets is the sudden jump in valuation that people like Tepper would be speculating on.