Replies to post #518643 on Fannie Mae-No Politics (FNMA)

[bcde]

Even your plan has assumptions, namely that FHFA and Treasury would be willing to release FnF before they are fully capitalized, even though it's at direct odds with what they have publicly said.

kthomp19,

Release and Recap is not a assumption. It is the only viable path for ending Gov control and conservatorship if Trump administration wants to free fnf from lawless conservatorships while Trump is still in office. That is why directives make it ASAP for agencies to submit the plans.

Recap and Release path with just retained profits will take another 7 to 10 years. There is no possibility of any private investment during conservatorship.

Your plan of combined deal of simultaneous RR is extremely difficult to pull off. No one has the that kind of deal making capability and extreme resources.

[bcde]

"Once again, this tells me you haven't even read the plan. This $225B is way, way more than Moelis projects. "

kthomp19,

If $225B is not correct then what is the correct amount that needs to be raised.

(Moelis v2: $125B for warrants and $100B for FnF recap)