Replies to post #839616 on Fannie Mae-No Politics (FNMA)

[blownaccount9]

You can’t maximize taxpayer value if no one wants your BS. If they create a bad investment no one will buy it even with a PE of 5. If their deal sucks shareholders will dump their shares too and they’ll wind up getting nothing for taxpayers. They need to align themselves with shareholders so they can sell shares and find excited/willing buyers on the exchange.
This isn’t a situation if a company that cannot afford to repay its debt like AIG. This is more of a Goldman Sachs type deal. The only difference is Goldman was allowed to payback their loan and then Goldman bought back most of their warrants or maybe all?

I still think they write off SPSA as paid in full, allow the 2 to buyback maybe 1/3-1/2 of warrants for $3-5B each and then sell some to show return to treasury and either hold the rest as shares or put them in the sovereign wealth fund. I wouldn’t be mad if they chose to amend the warrant strike price to $3-5 as a cash raise for getting both companies to their capital goal.

[Guido2]

They can maximize taxpayer value by doing right by Fannie and Freddie. The more the two are worth, the more government will fetch in an IPO of Ginnie Mae.

@POTUS @DirectorPulte @SecScottBessent @SecretaryTurner @SteveMiran @BillAckman
Government cannot sell what it doesn't own. Fannie Mae and Freddie Mac is owned by their shareholders. If Fannie and Freddie are valued at over $500 billion, Ginnie Mae which is owned by the…

— Guido da Costa Pereira (@GuidoPerei) August 8, 2025