Fannie Mae (QB) (FNMAO) Noticias

Next 100 Baggers post ....

posted earlier

$Boooom ! ... another one BITES the DUST !



News: Pulte has booted Fannie Mae's chief compliance and ethics officer, Nancy Jardini, a person familiar with the decision tells me.

It's the latest in a string of firings at Fannie Mae and sister firm Freddie Mac as the new FHFA director looks to overhaul the companies.— Eleanor Mueller (@Eleanor_Mueller) March 28, 2025

You should just leave the board at this point. What is the purpose of you being here? If you are trying to educate people in "your way", clearly no one is interested. Find another group to "save". Leave the campfire. If you are trying to convince people here to sell, you are barking up the wrong tree. Want to be a financial planner..this is not the location.

$FNMA $FMCC The Combination Of Below Seems To Be Spooking The Market https://t.co/jbWWMItDds pic.twitter.com/bemICHb38J— InvestIt (@InvestIt3) March 28, 2025

Who am I?
What is my intent?
Chaos? You mean rattling a single minded echo chamber where you are all gathered around a campfire patting each other on back celebrating $200/share exit.
Newcomers? Your messiah Ackman was also a newcomer at one point as were you. Time is not static.

Calling all unicorns.

This applies to the dyslexic audience lol

This applies to the dyslexic audience lol

Just block and stop responding. Giving audience makes it worse. Regardless lack of progress or communication in regards to a concrete guarantee to release and the steps to get there is frustrating. I like where we trade currently I just want them to tell us where it stands. Currently we are waiting for the new stress test results and decision if they continue appeals for jury trial. Once those are out we find out if they change the capital requirements. Then once that’s done we need to see how they decide to structure everything. Tough when this needs to get done sooner than later and we just have to sit and hope for the best.

Good riddance Nancy Jardini.  Take a hike.

That is how I see it as well.  The Sovereign Wealth Fund acts as a government backstop which should provide assurance to the MBS investors.  In addition upon release our share price works out to be approximately $30 but now with a reduced float 1.16 billion shares.  We would trade on the NYSE while the SWF trades as an ETF meaning not on the NYSE or Nasdaq.  This is my interpretation.

For God's sake, don't take a ride down Wall Street! It's home to most of the bad actors.

"they are lining it up. keep educating them , everyone do it, don't stop. information is power. truth must prevail."

We have found, over the years, that truth doesn't necessarily make justice prevail; especially with our broken judicial system. If justice would prevail. we would be golden.

As a partial owner in the companies I would personally love to see bad actors restricted from being able to manipulate the value of my investment in SIGNIFICANT ways based on ulterior motives. That sounds reasonable to me. Go figure...

Well said. It's pretty amusing to see a couple of newcomers on this board unleash complete chaos over the last couple of months.
🤣

"SWF would hold forever that’s the great thing about it"

But to the investment community, the message would be that the government still had its talons stuck in the GSEs!

they are lining it up. keep educating them , everyone do it, don't stop. information is power. truth must prevail.

"My point, it’s getting written off - not satisfied, don’t care, that’s life. People get screwed over when they shouldn’t. The realities of life. Go figure…"

But when one has the SEC protecting the interests of stock shareholders, one can sleep soundly at night. LOL! Ain't that a joke!

give it up. stop trying. we all know who you are and the intent

solid post and objective. everyone should copy and send it to all.

All longs know what they are waiting for. When it will come is the only question.

absolutely. besides normal volaitility, market, tariffs, there are 9 million student loan borrowers who are in default (if i remember correctly) and the upcoming april 15th deadline on taxes (if both these segment have any exposure to these stocks, who knows). holding it solid. the volaitility should not deter you if you are long.

And the share price of each had a strike price, by law, at the preceding 20 days average which, without looking, would have been even higher.

We watch the house flipping shows on HGTV. A million dollars in California will hardly get you a burned out house in the slums. LOL! Tarek and Christina have proven that.

FNMA look like it is holding pretty well in this down market. (I hope it continues)

Do you see a correlation between all these "new" posters and the increase in fake news about the twins? Something has changed in the last few months, it seems.

Fannie Mae loves Freddie Mac
Dow - down 640
NASDAQ - down 427
S&P 500 - down 100
Russell 2000 - down 50

Getting rid of the whole team, the rotten core, similar to what a professional baseball team would do replacing with some studs that are ready to MFFGA

Eleanor Mueller
@Eleanor_Mueller
·
25m
News: Pulte has booted Fannie Mae's chief compliance and ethics officer, Nancy Jardini, a person familiar with the decision tells me.

It's the latest in a string of firings at Fannie Mae and sister firm Freddie Mac as the new FHFA director looks to overhaul the companies.

SWF would hold forever that’s the great thing about it

Double Diamond, this is what I also have been trying to wrap my head around. While Bill Ackman thinks that it’s a tremendous idea, he hasn’t explained why. If anyone can offer some insight on this scenario it would be be appreciated. TIA

RON - I have numbers, show me yours.

Updated Total Distributions for Lehman Brothers International (Europe) (LBIE) with Dates

Total amount distributed: ~$45.83 billion USD

Breakdown by Event & Date:
• 2009:
• Client assets returned: $12.2 billion
• Cash recoveries from house assets: $8.7 billion
• 2010:
• Citibank settlement: $2.2 billion
• 2012:
• Settlement agreements with LBI & LBF: Improved financial position for creditor distributions
• 2012-2014: (Unsecured Creditor Payouts – Total: ~$13 billion USD)
• November 30, 2012: First interim dividend (25.2% of claims)
• June 28, 2013: Second interim dividend (43.3% of claims)
• 2014: Fourth dividend paid, completing 100% repayment to unsecured creditors
• 2019:
• Surplus distributions begin: $6.5 billion USD paid to creditors & subordinated creditors
• 2020-2021: (Preferred Equity Distributions – Total: ~$3.18 billion USD)
• 2020: First preferred equity distribution: $37.7 million USD
• 2021: Additional distributions: $130 million USD + $150 million USD
• 2023:
• Legal settlement with German tax authorities: $52 million USD

BUT WAIT - THERE’S MORE! Ron, says hundred of billions and trillions are coming from somewhere and will somehow rectify the derivative market losses.

And yes, this is related to Fannie and Freddie because speculation from Ron is that the GOVT will partially fund the SWF with LBIE recoveries from the CDS contracts (take assets, cash, etc). Thing is, they can’t fill that gap. What next, Ron? SDNY shut down LBIE recovery. All recoveries to date, are approximately (by my math) .048% of the entire CDS debacle.

My point, it’s getting written off - not satisfied, don’t care, that’s life. People get screwed over when they shouldn’t. The realities of life. Go figure…

Sovereign Wealth Fund Could Maintain Government Guarantee of GSE MBS
dhol...@imfpubs.com
Discussion among officials in the Trump administration about including the government-sponsored enterprises in the creation of a U.S. sovereign wealth fund has prompted speculation that the move would maintain a government guarantee for GSE mortgage-backed securities.

“This outcome could be beneficial to MBS investors, as it could preserve its implicit government backing by tying its success to the U.S. government and paying for its guarantee,” Mario Ichaso, an MBS analyst at Wells Fargo, wrote in a recent note.

This sentiment was echoed by analysts at BTIG, who described the use of an SWF as “the elegant solution necessary to preserve a guarantee for MBS,” adding that this formulation would allow the government’s stake to be capitalized using a portion of future guarantee fees or perhaps by selling off some of the Treasury Department’s warrants in the GSEs.

The BTIG team added that an explicit guarantee of GSE MBS would likely include the “sensitive optics” of seeming to nationalize two massive companies, which could add $7 trillion in debt to the federal balance sheet.

For more details, see the new issue of Inside MBS & ABS.

Interest rates are Bessents KEY COMPONENT of exit

Strap in or strap on or whatever

Fannie Mae $FNMA - Interest rates to remain stable, a key and main component of cship exit. All systems almost ready to go!! 🚀 🚀

Here is some fresh news on X Bill Pulte Retweeting Fannie Mae on interest rates NOT RISING by EOY

Our economists expect mortgage rates to move lower in 2025 and 2026. Find out more in our March 2025 Economic and Housing Outlook: https://t.co/qdVcSLsxZp pic.twitter.com/NApAYBAzIx— Fannie Mae (@FannieMae) March 28, 2025

A key component in Cship release as Bessent has indicated

There are many

It's a safe bet that even after all these years of suppression, shareholders will NOT be made whole, as they should be.

Yahoo news

Added a comment to the original post:

The warrant agreements signed by Jim Lockhart and Hank Paulson define "fair value" as average closing price for prior 20 trading days. During that period Fannie traded in the $4.40 to $8.99 range. Freddie: $2.81 to $5.90.https://t.co/ggo0dLNcJmhttps://t.co/vXUhKCHnmJ— Guido da Costa Pereira (@GuidoPerei) March 28, 2025

You're not wrong. Next week will be another one for the books! Go figure...

"Wait a minute, it says ringing bell for Fannie Mae !!!
What happening with Freddie Mac ?

FMCC = Red-Headed Step Child ...... and you see how much good that bell ringing did for Fannie Mae holders. Put Pulte in a broom closet somewhere.

We must think about how placing the gov’t’s so-called share of the GSE’s into the proposed SWF would affect the trading of the remaining shares. Could the reduced float have a favorable impact on the share price?

"It's a good thing I bought more shares of Fannie this week even if I Payed 7.40 for them. Then again I will continue to buy until the share hits $20.00 and hold till $300.00 per share. Then I wll sell half and keep the rest for dividends."

Gee thanks Mom, Nobody here knows the first thing about investing. With your sharing, a few might give Warren Buffett a run for his money!

Big Guns (in the know) have opportunity to load.

A few will likely become some of richest in the world.

FNMA FMCC are THE biggest distressed stocks of our lifetime with THE most upside potential.

I won GGWPQ with Ackman. Did you 2? I was in before Ackman under 40 penies. Ackman knows how to hold, better than most retail. Just sayin. Follow the leader.

Oh wow.  Do you have a link ?

Um, no I didn't. You said that it is not important and that if it were to be done it would already be done. Im saying that something is clearly happening and it's within the first few months of his office. We have had more pro release action in the last 8 weeks than the past 16 years combined, Judy.