저자: 미상 · 외국인
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Fannie Mae·Freddie Mac 재상장(IPO/업리스트)과 Pulte의 역할을 호재로 평가. 10월 13일 리스크 공시는 IPO 준비 절차일 뿐이며 주가 하락은 공포 조장 탓이라 주장. 45일 IPO 침묵기간이 추수감사절 무렵 끝나 5~6일 내 뉴욕증시 업리스트 가능성 언급. Ackman의 프레젠테이션은 Trump 측 승인 아래 이뤄졌고, 보수 체계(conservatorship)가 바뀌면 IPO가 즉시 가능하다는 논리. 결국 트럼프 서명 한 번에 재상장이 좌우된다고 결론.
다듬은 글
Greetings my fellow phenomen warriors. Uh today I would like to talk about P and uh is he good or bad for our company. Let's u say that um let's look what he done. It's the question how much uh he done by himself and how much the Trump told him to do. No matter what he executed and he executed well.
Uh first the crypto uh that crypto can be counted then there was a couple of stuff what he made then the smaller homes can be uh take the mortgage uh then uh he done the 50-year mortgage. All of that is very good for the company as itself. That's how we should look. Is he good for the company or not?
So, he's doing good stuff for the company. He's expanding the market, making the mortgage uh more affordable. Again, expanding the market um under his leadership. But it's all all of that what is happening is actually because of the Trump. Uh all of that is actually um he he also expand to the other markets.
All of that is growing the volume the company can process and and uh be involved. So it expand our market. It creates Fy man Freddy make actually into a growing company that is like magnificent. He's on one side on the other side with the fintech and everything uh in in reorganizing that aspect. He's making the the company is a tech company.
So we have like growth tech company that makes $17 billion profit even more like 30 if if you combine FY and Freddy M $30 billion and in the future with those improvements he implemented it will be $50 billion. So is he good guy for the FY man Freddy M capital yes does everything comes from him or you know like it is because of him it doesn't matter because he's the guy who is implementing and he's implementing well some people don't like him you know because um he posted disclosure about risk disclosure in October 13th uh and um the stock price uh fell uh a lot First everything was good, you know, the stock went um to 15 16 FA and um some stuff happened and it fell.
He try actually to help you know like what I see that he done is actually he posted that in order to tell us you know like we're in IPO the IPO and S1 started and I'm posting risk disclosures not to scare you of the company but because that is one of the requirements and if you're so smart or a little bit smart to understand why is that happening you know Why I'm posting the risk disclosure because we entering IPO everything is ready everything is start the the process you know like for S1 or for uh S3 but it is now we know it is S1 after his interview and uh PBD risk disclosure is like needed it's it's he must do it that is the whole idea so he posted on a on a Twitter account and he posted because he wanted to put the good news the market when Berserker that that is wrong.
There was a little bit ambiguity because he just posted the risk disclosure and that's it. And so the market was like okay why he's posting that you know like we all didn't know why it was then the few fear mongers you know like oh everything is bad you know those probably they're completely depressed people or you know like have bad investment uh and um for them whatever news comes to from F man Freddy M everything is bad so they start to create a fear mongering in the investors and they like we are scary people.
We have the money on the table. Sometimes really a lot of money and uh they scare and move the price down. So people thought that that is because of um PE but um the reality is that uh P done good thing and that was good news. Uh after that he went to uh PBD PDB um broadcast and had an interview over there.
The interview was perfect completely bullish. Uh he said he said actually the big problem with that interview that he said even too much than he was supposed to say. You know he was supposed to be in IPO silence and he cannot give the um advices and to tell something what will move the price. uh you know like he cannot say okay this is good stock you know and he kind of w was it was sounding like that he didn't tell exactly but it was sounding and he ended in into a trouble and um but the whole idea why he done it was he because he was uh trying to help and uh and to tell us that everything is is is good And um we evaluated it bad and the market evaluated bad you know because the market is like a lot of scared people and that's why we have like dropped for from 16 to 8 n uh but um what he has and what he's doing is good he's good guy and I believe that uh when everything pass when the IPO pass uh he will be good CEO Uh also what that is the most important he done good stuff for the company he's doing good stuff for the company he's he's okay and I trust him u and I believed a lot of other investors trust him you know like sometimes like to tell something good about someone is is even you know like oh like it is easy much easier to spit on someone than to find to to say something good about someone but I can say about him that uh he's good and uh he's doing really good job and but the most important what I think is that he stopped announcing and posting on the Twitter and that is unquestionably IPO silence.
No matter do we go to IPO or app up list for us investor it is the same the company will be relisted on New York stock exchange it will be illegable to go in S&P 500 for me is it called IPO or uplist or you like boom it doesn't matter does it go to New York exchange is important is the company not traded anymore OTC will other big companies the hedge funds will be able to buy it because some of them have the restrictions so that is important for me if it is IPO list up list it doesn't matter the S one requirement is needed for IPO it's needed for up list it is uh very kind of very recommended so let's say it's needed especially if you want to do everything by the rule and that you don't have any problems.
You even do more than than you're supposed to. So they put S1 as P said in a PBD interview. Uh and the IPO silence start S1 it means 45 days of IPO silence and disclosure was October 13th. 45 days it's t it is Thanksgiving and here he he was on the PBD broadcast and right here like let's say October 15 161 17 he posted risk disclosure no risk disclosure was 13 that's why I think it is that is the starting day for the uh for IPO and IPO silence and that's why I think it is um uh it is Thanksgiving.
No matter what, PE is obviously in IPO silence and that is good for investors. That means only one thing imminent imminent in next five, six days maybe uplist at New York Stock Exchange. On top of that, Bill Aman was on a dinner with um Trump lutin horic even I think even Py was there. Uh he was there and after that after that dinner that was like last Friday he made a presentation on Monday.
He made very bullish presentation where he exposed and presented a lot of good things. You can watch that. Go to uh Twitter account of Bill Aman and uh scroll down you will see his uh his announcements. Uh so just Bill Aman at Twitter. Uh so he would not make such a bold statements as he done in a presentation unless he had approval from from the bosses.
He probably you like even that was on Monday or Tuesday when he had a presentation and in a presentation on Tuesday he said that he spoke I'm not sure is it with Bessant or with somebody else that he spoke with somebody uh about that like yesterday he said on Tuesday yeah I spoke with Bessant yesterday something like that when he spoke with Bessant yesterday he asked about should he give the presentation and or not and probably I can just guess you know but it was like what kind of presentation that kind of presentation what we will say I will say that will you say that no I will say that okay you can go and he got green light for that presentation he got green light not because he will embarrass himself not because there are bunch of lies in that presentation but because it is very close to the truth and his truth was if the uh it is very bad.
This is the the point of the presentation. It is very bad for company to stay in conservatorship and under current uh rules and to go in IPO. That's why he don't think it is good to uh start the IPO. But if that change and we don't have that uh no more uh those conditions of the conservatorship like terrible conservatorship SPS agreement and everything what we have if that change then IPO can start immediately IPO up list and that is good for the company.
So when Backman referred to the um not imminent uplifting or let's say that it is not good to be he referred that that is because um because under current conditions with SPS with um with extremely hard conservatorship it is not good for IPO that's why it will fail. But if that is removed, yeah, then IPO can be and how it can be removed literally with one sign of the paper with President Trump.
As from the beginning everything is in the hand of Trump's pump and we all wait for uh his that he blinks that all machinery start to work and um that's why it is u it is it is good time to be alive by this f man Freddy M good luck buddies you're good we're golden
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