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wdereb79

08/09/25 11:15 AM

#838535 RE: contrarian bull #838532

This would mean the pps would be about $35-$50
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Achilles deFlandres

08/09/25 11:50 AM

#838544 RE: contrarian bull #838532

Agreed: Selling $30b initially primes the pump for subsequent sales of the remaining warrant shares at increasing prices give UST 79.9% of the estimated $500b. Also, following the pattern of what I believe happened, there will never be a dollar from UST to F&F, this has and will continue to be a disgorgement. In that idea, $30b sounds suspiciously close to a preferred share redemption. I don't believe the government wants the Juniors hanging around with ongoing government control. I don't believe the SPS will be cancelled but another amendment to adjust the ongoing dividend to the government will be necessary; The government has stated continued control of the twins. Trump chasing $9b of never to be realized DOGE "savings" while spending the limit with the other hand is not going to let this warrant money go. The timetable is somewhat predicated by the warrant expiration date and coincides to a degree with the end of Trump's term.
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stockanalyze

08/09/25 1:06 PM

#838551 RE: contrarian bull #838532

one of the best post
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stockprofitter

08/09/25 2:31 PM

#838569 RE: contrarian bull #838532

This math means IPO price is $50

On our way to $200
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Stockman1010101

08/09/25 5:00 PM

#838589 RE: contrarian bull #838532

The good news is the current shareholders' stock is expected to be worth 20% of $500 billion and that's significantly higher than Friday's close.



BTW, 20% of $500 Billion = $100/shr. Which was my target price for a long time. But that is not true because after the IPO if they use 15% of Warrants as converted stock it will be (15% X 80% (Warrants)) = 12%. So after the IPO (20% + 12% (converted Warrants to stock)) it will be $500 Billion x 32% = $160/shr