Replies to post #794158 on Fannie Mae-No Politics (FNMA)

[Stern is Bald]

Warrant monetization brings immediate injunction and will immediately bring attn to the court warrants are null and void once the 10% payback agreement was satisfied…

[Donotunderstand]

common and or JPS

the threat is - again IMO -- not a dilution due to WTS --- which leaves JPS ok - cost no cash - and common are likely worth 25 post such "mild dilution"

the threat to F and F - be it JPS or Common is the overhang "obligation" GOV can want -- in any form - of over 200B in LP/SP

sorry - but as always I think the JPS have some added "protection" -- but we have seen the world of F and F is not reality - so do not count on anything REAL as 100%

[Donotunderstand]

All equity is at risk of a write down --- and then maybe JPS will do better in a 30 year court battle

We will see what the GOV decides to do ---- and IMO the warrants may save equity !!

GOV does not need to squash equity ---- when it has 4B shares via Warrants AND WILL WANT A HIGH PRICE PER SHARE AS IT SELLS THOSE 4 BILLION OFF.. WRITING OFF THE SP VALUE (LP) PUTS THE GSEs IN POSITIVE CAPITAL TERRITORY - MASSIVELY INCREASING THE PRICE PER SHARE THEY CAN GET WITH THEIR 4B . WE - THE OTHER BILLION - RIDE ALONG FOR A $25 PRICE PER SHARE

[Wise Man]

Bradford is having fun using multiple aliases to have conversations with himself, with the objective to harass the shareholders and favor his fixed-income security JPS:
-I agree.
-No, I disagree.
-Weee! I tend to agree to disagree.

JOao0ky doesn't work on weekends, right?