Replies to post #699256 on Fannie Mae-No Politics (FNMA)

[Guido2]

Great first post! Welcome to the board.

[JosephS]

There is a path to warrant cxl and SPS cxl. It’s highly implausible, though. The government would need to voluntarily give up both. I don’t see it.

Good luck with your 100% common decision. You will need some given your expectations.

You should hang out with Patswil…

Not a recco

[955]

+1

Holding until it's over.

Right there with ya. FNMA or bust!

[bradford86]

my view is this is never going to happen., but i do agree with your analysis.. the old commons used to be what, $60? and guarantee fees doubled?

so cancel the warrants, pay back all the senior preferred stolen money.

i think that gets you there, but given the scotus ruling--- and the other lawsuits and where everything is now, good luck, but https://gsesafetyandsoundness.com/

i disagree with your assumptions, but i dont agree with all the fraud the government did to get us here, i just dont think any of that gets reversed. the courts have no course for that... and arguably so far the courts have largely been worthless

they've stood by and let the companies be pillaged.. and say hera gives fhfa the super ability to do whatever it wants without any particular reason or cause

hence my focus on value in contract rights... those rights do not depend on HERA.

good luck -- but i think you're kidding yourself

[ewtrader]

Wasn’t there also a recent twitter post around end of September by FHFA stating the twins will build capital by retaining capital; and this means no capital raise necessary.

I think someone copied that post screen shot to ihub