Replies to post #443921 on Mr Cooper Group Inc (COOP)

[Evintos]

I'm not 100% convinced about MFF being the target. It's more like 30%.

10% from KKR
10% from the dates for WMIH failed acquisition SEC 8K and KKR purchase, news articles which all lines up really closely
10% from financials that seems to fit well with current WMIH 10Q numbers (revenue generated for acquisition, NOLs, MFF theorized value)

30% is heck of a lot higher than some of the other theories I've read, like the hidden billions. Which is why I like the Mills Fleet Farm theory.
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IF (big IF), Mills Fleet Farm is the target, post 443905 is how I would see it going down in a way that works for all parties involved and shouldn't impact NOLs.
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Honestly I hope that's how it'll go down. Rough valuation would put it around $15-20 after KKR series A and series B dilution. Accounting for growth an expansion, I can easily see $40 pps 2 years after acquisition.