Thanks for posting Navy, and I do not see how we could be in the position we are without Ackman, but to me, it is clear from the wording of his tweet that he is needing to make yet ANOTHER proposal to Trump and Treasury to light a fire under them. The fact that he is stating he "... will share a PROPOSED transaction which will enable ... blah, blah, blah ... the Administration to achieve all of its objectives ... etc." tells me that a day after this White House meeting with the investment bankers, exchanges, and Ackman there is STILL NO PLAN IN PLACE and Ackman is needing to push the issue.
Additionally, adding that it can be achieved by the end of the year tells me he understands this IPO deal is slipping away to be done before year end. These are NOT negative statements about Ackman, at all, but it is clear he his having to grab the bull (adminstration) by the horns to make things happen.
Also, his mention of mark-to-market is both good and less good. Whatever deal gets made I cannot see it being successful unless the share price is well above where we are now - that is the good part. The less good is you can count on Treasury and Trump trying to extract as much value as they can out of this which in my estimation means a lot of the high flying stock price estimates you see floating around here based on these $500B to $trillion dollar company valuations will NOT LIKELY accrue mainly to current shareholders. Yes, we will make out well, but the Treasury and financial establishment want a big piece of the pie to let us go. It's not all Trump, nor Bessent's, nor Pulte's doing. Wall Street and Treasury (really the same underlying thieves) WANT THEIR POUND OF FLESH!
But in the end, this Ackman activism is our best hope to get something substantial out of it.
One can avoid reality, but one cannot avoid the consequences of avoiding reality.
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