Replies to post #51783 on Freddie Mac-No Politics (FMCC)

[NeoSunTzu]

Thanks for posting Navy, and I do not see how we could be in the position we are without Ackman, but to me, it is clear from the wording of his tweet that he is needing to make yet ANOTHER proposal to Trump and Treasury to light a fire under them. The fact that he is stating he "... will share a PROPOSED transaction which will enable ... blah, blah, blah ... the Administration to achieve all of its objectives ... etc." tells me that a day after this White House meeting with the investment bankers, exchanges, and Ackman there is STILL NO PLAN IN PLACE and Ackman is needing to push the issue.

Additionally, adding that it can be achieved by the end of the year tells me he understands this IPO deal is slipping away to be done before year end. These are NOT negative statements about Ackman, at all, but it is clear he his having to grab the bull (adminstration) by the horns to make things happen.

Also, his mention of mark-to-market is both good and less good. Whatever deal gets made I cannot see it being successful unless the share price is well above where we are now - that is the good part. The less good is you can count on Treasury and Trump trying to extract as much value as they can out of this which in my estimation means a lot of the high flying stock price estimates you see floating around here based on these $500B to $trillion dollar company valuations will NOT LIKELY accrue mainly to current shareholders. Yes, we will make out well, but the Treasury and financial establishment want a big piece of the pie to let us go. It's not all Trump, nor Bessent's, nor Pulte's doing. Wall Street and Treasury (really the same underlying thieves) WANT THEIR POUND OF FLESH!

But in the end, this Ackman activism is our best hope to get something substantial out of it.

[detearing]

I knew Ackman wouldn't sell F2 based on his huge win on GGWPQ years ago. He has courage. Few retail have courage like Ackman. Distressed stocks are not for cowards.

This know also, that in the last days perilous times shall come. For men shall be lovers of their own selves, covetous, boasters, proud, blasphemers, disobedient to parents, unthankful, unholy, Without natural affection, trucebreakers, false accusers, incontinent, fierce, despisers of those that are good, Traitors, heady, highminded, lovers of pleasures more than lovers of God; Having a form of godliness, but denying the power thereof: from such turn away. For of this sort are they which creep into houses, and lead captive silly women laden with sins, led away with divers lusts, Ever learning, and never able to come to the knowledge of the truth. Now as Jannes and Jambres withstood Moses, so do these also resist the truth: men of corrupt minds, reprobate concerning the faith. But they shall proceed no further: for their folly shall be manifest unto all men, as theirs also was.

Jude 1:4
For certain men came in stealthily, those having been designated long ago unto this condemnation, ungodly ones changing the grace of our God into sensuality and denying our only master and Lord, Jesus Christ.

2 Pet 2:3
And through covetousness shall they with feigned words make merchandise of you: whose judgment now of a long time lingereth not, and their damnation slumbereth not.

Rev 3:6
So then, because you are lukewarm, and neither cold nor hot, I will vomit you out of My mouth.

1 Cor 16:22
If anyone does not love the Lord Jesus Christ, let him be accursed. O Lord, come!

Zech 8:17 let none of you devise or even imagine evil in your heart against another, and do not love lying or half-truths; for all these things I hate,’ declares the LORD.

1 John 2:22
Who is a liar but he who denies that Jesus is the Christ? He is antichrist who denies the Father and the Son.

Rom 11:9-10
“Let their table become a snare and a trap,
A stumbling block and a recompense to them.
Let their eyes be darkened, so that they do not see,
And bow down their back always.”

Rev 22:11
He that is unjust, let him be unjust still: and he which is filthy, let him be filthy still: and he that is righteous, let him be righteous still: and he that is holy, let him be holy still.