Replies to post #636878 on Mr Cooper Group Inc fka COOP

[user_760014]

As far as I remember, the Nationstar acquisition was also, at last in parts, paid for with COOP shares. So wouldn’t this kind of dilution require a majority voting from current holders to be fulfilled? Wouldn’t otherwise open up the next lawsuit marathon for non-escrow COOP holders, that would have their investment returns cut by such an move?

I assume infusing trust money into the parent corp could make up for this dilution, but then again current holders would participate in money "belonging" to released escrow holders, so I guess this is not a possible scenario?

But again, I`m now curios to see if your idea will bring any new developments next week. Here I also guess if nothing happens in a timely manner close to the current financial years end, you won`t expect this to happen anymore in the future, right?

And thanks a lot for your explanation.

[footballref-8541]

All this seems to be a large transaction to be done over next 60 days. But isn’t COOP already utilizing some of the NOL’s?

[Muff77]

Hi Andy,

that is very interesting view of the situation - as the NOLs should be monetized somehow. It is the same version like AZ presents for a long time.

Thank You,
Muff

[drkazmd65]

So, if I follow the gist of what you are putting out here correctly, are you suggesting that escrow holders are likely to receive COOP shares directly sufficient to rebalance ownership?

And that when this happens (if?) it will be accompanied by some transfer of cash/securities into COOP itself - probably assets that have been held in safe harbor somewhere,...

It's an interesting thing here. Thanks for your input Andy.

[xoom]

Thanks Andy. So we know there has to be dilution to correct this “situation”.
If you consider the original commons(WAMUQ) prior to the reorg in 2012, what’s your best guess on the conversion, when you consider original WAMUQ vs new shares? (1-1) ?
TIA