Sunday, September 14, 2025 10:12:41 AM
I don't worry about the court filings and hit articles of left media. All of these are past facts.
We should focus on the present. Ackman's presentation from the start of this year indicated that if the government sells its portion, there will be dilution, but the maximum valuation will offset it. In January 2025, Ackman estimated the F2 to be $300 billion with a $31 IPO price.
Now we all know that Ackman has been conservative. F2 is valued at $500 billion in government parts, as Bessent stated. So IPO prices should be $40-60.
Don't be scared of dilution arguments because they will largely be compensated by maximum valuation.
WE WILL GET $40-60 AT IPO! The best is yet to come!!Go long FNMA FMC !!
We should focus on the present. Ackman's presentation from the start of this year indicated that if the government sells its portion, there will be dilution, but the maximum valuation will offset it. In January 2025, Ackman estimated the F2 to be $300 billion with a $31 IPO price.
Now we all know that Ackman has been conservative. F2 is valued at $500 billion in government parts, as Bessent stated. So IPO prices should be $40-60.
Don't be scared of dilution arguments because they will largely be compensated by maximum valuation.
WE WILL GET $40-60 AT IPO! The best is yet to come!!Go long FNMA FMC !!
Recent FNMA News
- Fannie Mae Announces Sale of Reperforming Loans • PR Newswire (US) • 05/28/2026 02:00:00 PM
- Fannie Mae Releases April 2026 Monthly Summary • PR Newswire (US) • 05/27/2026 08:05:00 PM
- Fannie Mae Reports Net Income of $3.7 Billion for First Quarter 2026 • PR Newswire (US) • 04/29/2026 11:24:00 AM
- Fannie Mae Releases March 2026 Monthly Summary • PR Newswire (US) • 04/28/2026 12:30:00 PM
- Fannie Mae Plans to Report First Quarter 2026 Financial Results on April 29, 2026 • PR Newswire (US) • 04/27/2026 12:00:00 PM
- Fannie Mae Announces Credit Score Model Updates to Advance Credit Score Modernization • PR Newswire (US) • 04/22/2026 05:02:00 PM
- Fannie Mae Releases February 2026 Monthly Summary • PR Newswire (US) • 03/26/2026 08:05:00 PM
- Fannie Mae Announces Results of Tender Offer for Any and All of Certain CAS Notes • PR Newswire (US) • 03/02/2026 02:00:00 PM
- Fannie Mae Releases January 2026 Monthly Summary • PR Newswire (US) • 02/26/2026 09:05:00 PM
- Fannie Mae Announces Tender Offer for Any and All of Certain CAS Notes • PR Newswire (US) • 02/23/2026 02:00:00 PM
