Fannie Mae (QB) (FNMAN) Cotización

Ackman and the warrants: it should be clear why and what Ackman is trying to do, at least ostensibly, with the warrants conciliation offer, but this is just not a good deal for shareholders given all that's known about what the government did to screw shareholders in this fiasco, surreptiously try to kill this business, AND the growing consensus and voices that see and openly state the obvious that we all know (competently expressed by Fiderer, Howard, Rosner - just to list a few of the big names). One has to wonder if Ackman has had any contact with Rosner, Fiderer, or Howard, or if Ackman's team has delved deeply into this entire mess beyond just the financials.

It is entirely possible to analyze this strictly from a financial/future earnings/change in business risk/change in business operations (guarantee business replacing former portfolio holdings) prespective and view the twins as profitable enough now to support billions more shares, but I think this is banking too heavily on future economics that just CANNOT be foreseen or predicted. Furthermore, it looks like begging big daddy government to give us back our toys if we promise to be good little boys and girls, and not tell anyone about the m o l e s t a t i o n. But most importantly, it is totally sanctioning the government's now well-known deceptions, its on-going corruption, will forever damage conservatorship law, weaken shareholder rights and protections, and poke in the eye a plethora of other fundamental market, legal, economic, financial, and social contracts and concepts in the name of making a deal. This has the smell of fatigue, capitulation, and hide the government potato (corruption) which SHOULD NOT NOR EVER BE tolerated. These companies and shareholders have legal justification for being allowed to repurchase these illegally obtained warrants.

Yes, yes, we all know the "Art of the Deal" - more like the "Fart of the Deal" as far as shareholders are concerned. I am hopeful Ackman's opening move here is some well-thought out poker - you NEVER show all your cards. There must be some way to assure Ackman has the Fiderer, Rosner, and Howard bullets in the chamber. If a deal MUST be sanctioned, it must not be JUST in the interest of expediency nor due to capitulation, especially if full exposure of the fraud, elimination of the FHFA, and other means we are legally entitled to are pursued to the most reasonable extent.

The 47th POTUS will liberate F&F out of the Cship from the current crook regime. The time for the crooked regime is numbered. Hold the F&F SH hostage for the last 16 years. When the hedge started talking, especially like Akman, it was not taken lightly, and social media spread so quickly all over major news networks. I love the sounds of it, and it is the music to all F&F SH ears.  Again, congratulations to F&F SH .  The mm know it, and it is a matter of time before F&F will be back to private SH, and these 2 mammoth SPs will be more than $100 since they control 80 percent of US housing. Akman only average for $34 I believed will be triple. Relax and enjoy the ride and let your sorrow from the last 16 years behind. If you can afford the heat simply get more share from F&F while you still can. Thank you again, DJT, the 47th POTUS, and MAGA, and God bless America.

Happy New Year WARRIORS!  Better things ahead for 2025!

I agree. This is our LAST chance. If Trump does nothing we are done here.

What does that mean? What happens to our current shares? IPO or just issuing more shares?

Sorry I have not been caught up on my reading.

57 and SO READY to ride off in to the sunset. I believe this is our BEST, if not our LAST, chance.

You are correct !! We FnF shareholders have enjoyed the move up since DJT election result on Nov 6th 2024.

For the Gov the cash settlement isn't coming from them but the GSE's which already have the cash settlement aside! In a statement made by someone in mid 2023 stated the companies already factored in the cash settlement into there earnings report so they new back then they were on the hook to payout.

Why would they say that or plan for that if they already new they were planing on settling the lawsuit and paying out a settlement at some point .

I think the 4th amendment was put in place to stop the Biden admin from releasing and getting the cash for there administration.

Notice how there's been talk about reducing the buffer from 4% ( unrealistic) to the standard bank 2.5 %

Lets not worry about those 5 cents to FMCC commons.. WE have made lot more fold money in last 3 months... Some may say a closure to that case, will open the door for more lawsuits.. but i doubt anymore lawsuits is going to happen.. So lets not put too much value to the 5 cents

Well I look at it as this.

1 Government needs to settle all lawsuits first!

How they do that? Not appeal the 8-0 judgement. Judge finalizes it and then payout ! Shareholders somewhat recoup something.

2 Government wants something in return for releasing GSE's without LP and SPSA?

They write off the SPSA and LP convert  the warrants. They make another $200-$300 billion 

Sounds easy enough right ? But this the Government, lucky now there's some people involved that will fix the mess fast enough

Thanks !! Some staged settlements by Q4-2025 timeframe sounds good to me.

Not until after Jan 20th then you will see movement in some way with the plan to release the GSE. I'd guess it's part of the deal for the Gov to convert the warrants ( dilution) and Gov not to appeal the Jury 8-0 leaving a cash settlement for those holders !

Remember 2 things 

1, Lose a little on common with dilution on your investment from warrants.

2, recoup some losses from the conversion of warrants in the  cash settlement from the Judgement not being appealed by Government .

THE ART OF THE DEAL !!  DJT 

I have been investing for 12 years in FMCC & FNMA. This year will be my 13th. Every January, I always say "this is the last yr I am going to pad the Roth". I don't have as much as Navy, but I do have a very decent chunk. I am fitty 9, I am ready to ride off into the sunset! Let the games begin!

Whalen and Zandi remind me of this movie clip…. https://x.com/stealthqe4/status/1874163305968992321?s=61

Tim Howard on AcKmans tweet. : I’ve noted before Treasury Secretary Paulson could not legally put Fannie and Freddie into conservatorship—only FHFA could do that—but he did it anyway, relying on what in his book he termed “the awesome power of the government,” and he did it when the companies did not meet any of the twelve criteria in the Housing and Economic Recovery Act under which FHFA could have put them in conservatorahip. More to the point, Treasury would not be “forgiving” the senior preferred; it would be recognizing the realities that had it not made the senior preferred repayable only with its permission, and subsequently imposed the net worth sweep (which it did not consider to be a repayment), the companies would have paid off the senior preferred, with its 10 percent annual dividend, long ago. So, no, I don’t give any credence to the notion that it would be illegal for Treasury to cancel the senior preferred.

Any updates on Lambeth Jury Verdict Certification or US courts verdicts no longer apply to FnF cases ?

Great thanks for your in our !
Strange he posted about this and has followed up answering a few more X questions since!

I asked him about time frame for .

PR on this plan or what plan going forward 

Time frame for this to happen and up list

Dividends turned back on for JPS

His idea of the Gov to sell off the converted warrants over a 5 year period as the price increases would make extra $$ for the DJT administration until Nov 2028.

So if he has posted this as an indirectly before the DJT comes into office on Jan 20th shows you that the wheels are in motion and there has been planing done .

My other concerns are .....

Why is it going to take 2 years?

A simple PR if there plan would set wheels in motion with key dates like 

What needs to happen in order first ............

LP & SPSA written down to zero.

Up list to a major exchange 

IPO common to raise $ for the 2.5% buffer

Release from conservorship 

Sale of converted warrants 

Stop smoking the capital stack

Upcoming Bill Ackman Space Jan 16 has already confirmed 365 guests

Expecting at least 2k speaking Fannie / Freddie

Fhfa set the compliance date on January 1st 2025 to terminate the conservatorship.
Sorry! My camera is not working properly. I hope you can read it

https://x.com/Silvereagle1126/status/1873892245147181318


who do we believe?

Probably closer to 5 million if you include views and replies

Happy New Year 2025 GO FANNIE MAE!

Tis my duty as a fellow American like Paul Revere, warning all of the legacy commons to respect the capital stack.

Ackman Predicts IPO for GSEs Under Trump

December 31, 2024 - Dennis Hollier - dhollier@imfpubs.com

This assumes Treasury exercises its warrants

for 80% of the common stock & sells that stock off

over the next FIVE YEARS !



Hedge fund billionaire Bill Ackman predicted Monday that Fannie Mae and Freddie Mac
will finally be freed from their conservatorship during the second Trump administration.
The enterprises stock spiked 18% following his post on X.

Ackman, whose firm Pershing Square Capital Management is a major stockholder in
the enterprises’, said the potential exit from conservatorship was made possible by
the steps taken during the first Trump administration when then-Treasury Secretary
Steven Mnuchin and then-Federal Housing Finance Agency Director Mark Calabria
agreed to end the net worth sweep and allow Fannie and Freddie to begin to
retain capital.

Since then, the GSEs have socked away a combined $168 billion in capital. This is
more than sufficient to cover the type of risk faced by the enterprises, Ackman said.
It’s worth noting, though, that these retained earnings are still completely offset by
an equivalent increase in Treasury’s liquidation preference.

The Pershing leader estimated that the re-privatization of the enterprises will generate
more than $300 billion in profits for the government. This assumes Treasury exercises
its warrants for 80% of the common stock and sells that stock off over the next five years.
Ackman claimed ending the conservatorships will also remove $8 trillion of liabilities
from the federal balance sheet.

In Ackman’s scenario, the Trump administration will agree to write off its senior preferred
stock. Next, the capital ratio of the enterprises will be reduced from more than 4.0% today
to 2.5%, the same level required of mortgage insurers, but for a much less risky asset.
At this level, Ackman says, Fannie and Freddie would only need to raise a combined
$30 billion in capital.

AI Overview--
No, the Federal Housing Finance Agency (FHFA) has set several compliance dates for 2025 that are related to its role as conservator of Fannie Mae and Freddie Mac, but the conservatorship itself is not being terminated on January 1, 2025:

Maye AI is wrong--it happens

Under New Management in 19 Days !

Looking good for 2025 and 2026.

Best Stock 2025? $34/share? 10x Upside ?

Bill Ackman on FMCC & FNMA ...

13,116 views - Earlier today billionaire investor Bill Ackman posted
that he thinks FMCC and FNMA stocks have the potential to 10x in
the next year or two. What is Freddie Mac and Fannie Mae and why
does Bill Ackman think there's 10x upside?

So ---- I bumpled my way into the 200-300B for GOV

double everything I think of in terms of earnings power ----- as there is FNMA and FREDDIE

Yup - we do not need a price of 60-70 (if only FNMA is used in math)

We can get there with 30-35 -- the exact numbers he uses

And the most important aspect IMO ---- Ackman KILLS the SP/LP and argues GOV already made a profit -- hell I hope he is right

With the LP/SP killed - down to zero ----- a PPS of 25-35 for FNMA is very reachable - as per the math of many many other posters

Two keys
1. LP and SP wiped out to zero ---- IMO feasible
2. 200-300B profit or cash comes from a combination of F and F --- with say each bringing in 5B shares x $32 or so

interesting --- January 16 could be very interesting -- today - added AS SPECULATION - bullish

AND AND anyone who sells between now and then (other then a slim amount as hedge) does not have their eyes and ears open. Ackman would not push this so publicly if he did not think its at least 50% likely

that would be great
that would be great

are you suggesting that Ackman believes that 4B shares the GOV gets with an exercise of the warrants they own --- is worth say 60 a share (5B x 60 PPS to include our 1B shares) ?

on what basis is the PPS worth $60 with 5B shares outstanding?

I also wondered how the GOV got to 200-300B of profit -- and apparently you think that is doable with 80% of FNMA (or - or - I am leaving out Freddie ? I know very little about Freddie ---- but if equivalent to Fannie - in earning and shares - it could be say 125B of 250B the GOV would make?)

the debt ceiling fight that the outgoing administration has set up

?

How does this impact F and F PPS

and

How did the outgoing administration set it up - as it happens every two years - Bush BO Trump Biden - you name it ----

300B

Belle et heureuse nouvelle année for all C/P shareholders. Also happy new year for all F/F haters ( Clark, skeptic and other). I wish to be come millionaire with my fucking 30k shares :)

yes only 2.3m something more than your 28 followers, got to get those numbers up there right. but if only half of them buy shares, to da moon Alice.

I've been here 10 years. It's ALWAYS next year, next year, next year.

For the GSEs the theme in 2025:

"The future is NOW!!"

George Allen

Nats

PS - our motto last year was "off the floor in '24" (taken from the Washington Senators 1964)

Degenerates I am never wrong. 2025 will be a great year.

tsunami of buys on Jan 2025

I'll side with the Big Guns that bought in on Tuesday in the $2.50
range...they wouldn't have bought in unless they figured they'd
be able to double their money by the Friday; therefore, I think we (FNMA)
just might hit $5 - at Friday's close. Mark this Post.

I've been here 10 years. It's ALWAYS next year, next year, next year.

That is the reason for settlement as per the negotiation between president Trump and the investors represented by Mr. Bill Ackman who read the book Art of Deal. Mr Brandon could never make a deal. There are wars all over the world thanks to Mr. Brandon.

Its up to 2.6 million views now. Thats a potential 2.6 Million shareholders that could possibly buy Millions of shares.

Let's check in this time next year and see how things stand. Good luck all!! 

Gaby and I wish everyone a very happy new year.  We together believe that 2025 will be wonderful for us shareholders.  Little Gabies and Rickies are on the way this year.  Updates and photos will be shared for sure right here.

Compliance by 1/1/25? If it is true, then it is great. It will be one way for the bureaucrats to hide all their misdeeds.

TRANSLATION: Entire conservatorship is a fraud.
1) Hank Paulson didn't have the authority to put them in conservatorship.
2) None of the 12 items listed in HERA to justify the conservatorship existed.

If Kelly is successful in challenging the conservatorship:
1) No SPS
2) No 10% dividend.
3) No Net Worth Sweep.
4) No warrants.
5) $110 billion gets returned to Fannie and Freddie.

I know Kelly isn't asking for any of it, but if successful, others can piggyback on the judgement. And no, the statutes haven't expired as the corporations are in conservatorship and their conservator was the guilty party.

No worries, her legs will heal.

$47

Yah, not everyone lives in fantasy land.

Any guess on the post ipo price assuming IPO priced at $35 given consistent profits and dividends 

The high today was $3.55.

Just put the fries in the bag bro. Shut the F up!

I think she tripped and fell on her fannie.