Fannie Mae (QB) (FNMAP) News

$7 coming

UPDATE 1-Fannie Mae, Freddie Mac shares surge after federal agencies reveal privatization path
15:50:38 PM ET, 01/03/2025 - Reuters

Trump Admin II has time until the 11/2026 midterms. Only until then is there a majority in the senate and house of representatives. Theoretically time until 11/2028, but neither makes sense. He activated Musk to save taxes. To streamline the state. Trump already cut corporate taxes the first time. He has to finance all the gifts to entrepreneurs. He needs a quick solution, I think in the first 100 days.

He doesn't have time and he needs a quick solution. I also don't believe that 1 year or 2 years more time will do him any good. He has to deliver results by the midterms. You can't do that with laws that take a long time, not by saving up profits. It needs a deal.

you should have sold your position a week ago and bought commons at 2.20, you'd have doubled already and be done

I like Alongz and cousin Arnold. We all need some humor from time to time.

Relatively new around this one. What are you saying?

Show me the 10 and 15 year list today, you still tap dancing? So gosh damn funny watching you guys slobber on yourselves, It’s automatic what’s going to happen next. Watching all these new posts coming out of no where is the kiss of death!

Kudos to Arnold for nailing it once again!

March to 5$ rebegins today

Trump's second admin will be quick and smooth to liberate F&F out of Cship after 17 years BS lowlife control by the crooks run gov vs first Trump admin. Things are different this time; no more delay than the previous SM and Mark Calabria. Does anyone wonder why Trump hasn't named the FDIC and FHFA in charge yet? Because the two names already discuss behind the scenes, either get rid of them with the stroke of the executive order for the sake of MAGA. Yes, current crooks running the government will be fired by MAGA, and the BS crooks green deal knows it. The 47th POTUS will do many amazing works this time. Relax, enjoy the ride to the promised land led by 47th DJT. In the last minutes, the crooks run government painted the pictures of F&F out of Cship in many articles here and there with a lot of fake news here and there try to confuse F&F S . Many lowlifes in the msg board employed by the crook run government and MM try to shake weak-handed and put the fear to intimidate F&F SH. Why would they do that? Well, because the crook run government and MM fear the F&F SH like their nightmare. Crooks run Gov, and MM can't sleep well at night knowing the time to liberate F&F is around the corner. Again I salute our DJT, 47th POTUS, for his vision, MAGA. The new era for F&F SH just begin and I salute F&F SH for your effort hard work to defeat the evil greedy run by bs lowlife crook gov and mm.

https://www.housingwire.com/articles/48584-trump-officially-calls-for-end-to-fannie-mae-freddie-mac-conservatorship/

https://assets.realclear.com/files/2021/11/1921_trump_letter_to_rand_paul.pdf

https://www.nationalmortgagenews.com/news/fannie-freddie-release-likely-its-just-a-matter-of-when

Pretty boy Ackman.

Agreed. Next steps are Jan. 16 and the day Thompson is fired. Good question, which will affect the stock price more?

You are right, closes at 2pm on the 9th.

I can't wait for this cancerous piece of shit to be planted in the ground

I’ve had a few options moves hit. We see $3.50 again I’m good for a few thousand more shares. Otherwise I’ll sit on my hands and do nothing.

Yep I sore that to, Full socastics lines have crossed just under 90. Also profit takers over the last 2 days of gains. If we compare the chart to Nov 13th to 15th it looks very much like whats happened in the day 2 days with 2 more days to go. Steps , next up tick maybe next week with a lower close on friday without any more stories news coming out. But who knows whats this week holds.

https://x.com/GuidoPerei/status/1876475224075673642

Great find. Here we go. Manipulators trying their best to keep the price down. No doubt this was written by the same people responsible for the price drop today. I believe we will see $3.50 for a few days in order for the RSI to reset to 50. The real fireworks will take place when Ackman gives his presentation on Thursday January 16. IMO this is the last good time to load up. Pointless to buy after January 16.

Oh what a shock. A Barron's hit piece - https://www.barrons.com/articles/fannie-mae-private-mortgage-rates-cb5179a0?siteid=yhoof2

Thanks for sharing! Great news!

Closed Thursday, the 9th I believe.

Just posted about this. This was an old article retreaded. Basically just changed the date. Dilution Delusion.

Or MMs triggering stop loss orders to steal shares.

On my Discord a few subs are seeing old hit pieces reposted. Some with their dates changed to look like they were just written.

Possibly, I think we see more MM tomorrow because the markets are closed Wednesday for Carter’s funeral. But, Thursday and Friday could be recovery days.

So, are we back to $5 by Friday?

Glad I didn't buy more.
I was tempted but I've been through this dog and pony show too many times before.
I'll stick with my shares until real news, whenever that is.

Still Hope Full Investor

Oh what a shock. A Barron's hit piece - https://www.barrons.com/articles/fannie-mae-private-mortgage-rates-cb5179a0?siteid=yhoof2

Current FNMA price fluctuations are meaningless. Its path has never been this clear in 15+ years. This company is the largest financial institution in the world in terms asset. This company make nearly $5B per quarter from their mortgage portfolios. It's not a question of how, but WHEN it will return to its glory days.

Compare with others high-flying stocks such as the Bitcoin, the TSLA craze, or meme stocks such as GME and AMC. Unlike those, Fannie
Mae actually holds tremendous value.

Just sit back, wait, and watch.

Just had ta go back and Fill Dat Gap!

Otherwise, 100% accumulation today in a higher range than Friday with about equal volume and definitely more CA$H flowed in. I warned yah there was going to be a second big pop and now you're deep under water.

Now Dat Gap's been thoroughly worked. Tomorrow the assent continues.

FYI $FNMA~ $FMCC~ lives up to their reputation

Great Post habib7

The news about the extension of the Warrant Agreement was put out by the JB Treasury Department - should we trust it? Perhaps not all of the UST Stake can be sold by Sept 2028 but index funds will likely end up owning 60 to 80% of the float so it should not be a problem if UST stock sales start in 2026.

PPS downstair case formed. We have come up with (FNMA)
Forecast for this week 
Monday : $ 4.46
Tuesday : $ 3.96
Wednesday: $ 3.35
Thursday :  $ 2.99
Friday : $ 3.12 
Fake run will be reflected on 17 year chart as a minor blip just like all the others .

WARRIORS!  Healthy pullback today,  profit takers.

A fair estimate of the likelihood of the warrants being "used" is around 45% that they will be and 55% that they will be canceled. The further we go the less likely it becomes.

The government is tired of all of this and ready to reach a conclusion. Nothing can be decided upon with the warrant overhang.

The other bit of unfinished business is the taking of 300 billion when only 180 was put it. At some point they really are going to need to have outside investors. Unless the government comes clean there will always be a hesitancy to this trade. The SPS will be deemed paid.

JPS will be dealt with separately once the entities are set free. But don't expect any conversions to common as there is really no reason for that to occur; makes no sense and no reason when other means are available if necessary.

Government has to end this to be done with it.

I suspect we will see $3.50 sometime this week and then stabilize. End of month we should be at $8 or thereabouts. Therefore the best time to buy more shares would be say this Friday. And then that's a wrap. We are done. Let the other folks overpay thereafter. That's their tough for waiting so long to buy.

LOL

https://open.substack.com/pub/ruleoflawguy/p/why-wouldnt-treasury-conduct-one?r=ckcv2&utm_campaign=post&utm_medium=email

Sorry, there are lots of reasons why now is a good time to make changes in "conservatorship," but I seriously doubt any Administration (D or R) is/has worried over what we lost and how it was taken from us.
If it happens, it will more be about the near-term cash impact to the Treasury of "freeing" the GSEs, not correcting historic wrongs.
Reminder: there still will be opponents to any Trump action on this matter.

 Bill Ackman's recent recommendation to buy the entities' common stock has further influenced market sentiment.



https://www.mpamag.com/us/news/general/treasury-and-fhfa-unveil-plan-to-end-fannie-freddie-conservatorship/519271

With help from Grok:
https://x.com/GuidoPerei/status/1876423720920821872

I agree with a positive valuation on the twins. But I really think the reason we are seeing the volatility is because the government needs to settle with us, everyone knows they stole it, everyone knows they haven’t given them back and took all the money. I don’t see real appreciation until they compensate us. That lawsuit finished in 2023, I’m not a legal person but that doesn’t seem normal to me? Where is the money? Where are all the documents that were hidden? Why can”t we see those? I am long this stock and will continue to be. But I don’t think we will have true appreciation until the legal issues settle. What investment advisor would recommend this? I don’t see any major retirement plans jumping in until it settles, no PERS system at all

I read in X that Ackman was talking about an IPO. Has this already been discussed here? F&F is already on the stock exchange.
Ackman knows what he is saying, what would the government have to do to re-emerge F&F? Does that scenario exist?
Do they make an offer ?

RSI(14) 74.77.

https://stockcharts.com/h-sc/ui?s=fnma



Ron

I don't understand all the hate/attacks on this board. You want just rah-rah cheerleaders? Or should you balance all perspectives?

Back of napkin FNMA valuation for me...
15B net income x 10x multiple = 150B market cap
150B / 1.15b outstanding shares = $125.5 per share

With warrant conversion:
150B / 5.76b shares = 26.05 per share (12x multiple gets us to $31pps)

If JPS are converted to common, that adds ~$760m shares (depending on conversion terms+new JPS if need capital raise)... stock still $18-23. Lots of upside on common in any of above.

If SP/LP aren't written off, that's game over... >$2 pps.

I'm in common for the net worth increase, JPS as a safety net for worst case scenarios and for the potential dividends. Max dividend FNMA ever paid was 2.93%... share price would need to be $69 to equal the FNMAS dividend.

I am assuming the RSI reset today. It was probably getting too high and overheating the system. Anyone know the new RSI ?

I have never heard of The Africa Logistics. Is it based in Africa ? Will we be featured in The Congo Times next ? Will The Reserve Bank of Zimbabwe back da truck ?

If not mentioned

late afternoon Baron's article came out warning privatization adds zero for consumer and might increase costs to consumer

that for sure was the reason for the hit to PPS

give it a day and see what is in the business news Tuesday and Wednesday

Personally - I see no harm and no help to consumer for going private --- and do see 200-300 Billion to beat up deficit - debt - so its a green light IMO

gap filled. lets see if it goes back up above 5, and stays there.

that is all it was, the good and bad of it. good, they kept them from receivership so they could siphon money from them in the future. good, they never thought they could pay loan back, even though they never needed it, they did shark lending and death spiral financing and still couldnt bury them. bad, now they want to exercise the warrants even though they would then be double dipping, illegally of course. good, it throws them a bone and may get us out. good, it then gives largest class action suit in history a chance to get to the starting line.