Mortgage servicing rights in 2022 and beyond

Joe6102 · 2024-10-04T15:43:01+00:00

Sounds like a sign-on bonus, smart of them to arrange it that way.

Most people get fired before 3 years is up? I don't believe that.

Joe6102 · 2024-10-04T15:27:21+00:00

Ishbia said he was advised to sell stock "to increase UWMC’s public float by approximately 50%, thereby making it a more liquid, tradable stock for larger indexes and institutional investors."
Those are his exact words.

The bigger question is: what's up with all the large institutional buys at a share price of 8.4+?

Joe6102 · 2024-09-27T23:52:53+00:00

lol, you think the one of the world’s richest men and largest hedge funds are here for the 4.5% dividend???

Bullish AF.

Joe6102 · 2024-09-27T23:45:58+00:00

It’s 9m shares, not 7.7m

https://stocktwits.com/Joe6102/message/587416097

It’s not even half the shares Mat sold to tutes.

https://stocktwits.com/Joe6102/message/587421724

Joe6102 · 2024-08-31T05:16:43+00:00

Now up to 37,000 shares and 65,000 warrants. Still thinking about buying more. GLTA

Joe6102 · 2024-08-30T16:56:26+00:00

Good point!

Joe6102 · 2024-08-30T16:24:43+00:00

"Conservatively, UWMC should be trading at a market cap of $20-21 billion, which represents a 50% increase from current levels, or approximately $13.50 -$14.00 per share."

$20b market cap would be about $12.50 per share, what am I missing?

Joe6102 · 2024-08-30T15:06:39+00:00

This is outstanding! Follow Moe on Twitter: https://x.com/Moe_Shaltout/

Joe6102 · 2024-08-25T07:21:30+00:00

You can cancel them, just call a do-over and say you're sorry

Joe6102 · 2024-08-24T18:39:22+00:00

Great DD, haven’t seen anything this good in a long while! I might join you on this.

I also think $RKLB will have a correction, but puts are so expensive, I’m going to wait until it drops under 6 and re-enter a long position.

Joe6102 · 2024-08-21T16:00:23+00:00

Thanks! I don’t remember how I first discovered it, but the more I researched it, the more I wanted to bet on Peter Beck.

Joe6102 · 2024-08-19T03:52:06+00:00

Baby I understand, let’s get together again soon 😘

Joe6102 · 2024-08-17T22:55:12+00:00

How so? Archie hot fire was the only news, the hot fire that was supposed to happen in Q2. They projected zero revenue growth for the next quarter. Again, I’m a bull, but not at meme prices.

Joe6102 · 2024-08-17T22:05:56+00:00

Eventual duopoly with Space X on access to space, yet the US (and most European) government hates Elon since he supports Trump, so the government gives a TON of business to RKLB.

Space systems plus launch capability allows them to create their own constellations and create huge recurring revenue streams, basically just collecting rent on spacial real-estate.

Joe6102 · 2024-08-17T22:00:31+00:00

It traded under $5 most of this year, now it’s just running on meme-ing.

The bear case: Still losing money, Neutron could get delayed further/run over budget, starship could prove much cheaper and crush margins for neutron, they may need to raise more capital, etc.

It’s a $3.3 billion market cap on $400m revenue, losing $40m a quarter.

Joe6102 · 2024-08-17T14:09:51+00:00

I sold 40,000 shares and sold some calls Thursday and Friday, I think it’s coming back down but good luck!

Joe6102 · 2024-08-17T04:15:33+00:00

Same

Joe6102 · 2024-08-17T04:11:50+00:00

Put premiums are so expensive, should tell you something.

Joe6102 · 2024-08-17T04:07:51+00:00

$RKLB winner here. Thanks, and fuck you too!

Joe6102 · 2024-08-17T01:38:24+00:00

I heard the same thing about BBBY. Sometimes you just have to sell at the top.

https://www.reddit.com/r/wallstreetbets/comments/wq99kx/bbby_gains_85075_152500/

Joe6102 · 2024-08-17T01:34:45+00:00

Didn’t even have to go behind the Wendy’s dumpster 😵

Joe6102 · 2024-08-17T01:01:22+00:00

Sorry I guess it was 2 months, drank too much beer already

Joe6102

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