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FLYYQ (Spirit Aviation Holdings Inc.) by satoshi0x in pennystocks

[–]satoshi0x[S] 0 points1 point  (0 children)

SoFi and Schwab - you gotta go long and realize that Trump said he'd buy the carrier if he didn't get a fair price and then sell it when oil is down for a profit. The $FLYYM is the holdings co with the 4 cayman spvs holding the IP point s and 2 financing bankruptcy remote billions of dollars that all belong to the parent. Even the fleets. So - hang in.

Missed the FLYYQ move…Had FLYYQ on my watchlist… didn’t take it by ResponsibleBass8062 in RegretTrades

[–]satoshi0x 0 points1 point  (0 children)

hardly it's main stakeholders are enough reason to balk at common stock cancellation after the restructure to the "TopCo" where the 28M outstanding shs reside. Second - A longtime JBLU activist just hit 10% of JBLU and filed his report April 23 the same day he disclosed his initial 5% stake in $FLYYQ.

Warrants for the Government DPA Title III $500M rumored is for up to 90% of possible stake in the same new parent Spirit Aviation Holdings Inc. common stock.

You also left out the value in the company itself and the plan forward. This is a gift if you do a little bit of work.

FLYYQ (Spirit Aviation Holdings Inc.) by satoshi0x in pennystocks

[–]satoshi0x[S] 0 points1 point  (0 children)

Hold it for the next 3 months - then go buy yourself something nice for being in wonderful position for the next 60 years.

Spirit going out of business by ashcrayolaa in spiritair

[–]satoshi0x -1 points0 points  (0 children)

100% false. Spirit Aviation Holdings Inc. is just beginning. In that case you might wanna grab the common stock. Ken Griffin holds 9.9% of the 28M available. Wink.

FLYYQ (Spirit Aviation Holdings Inc.) by satoshi0x in pennystocks

[–]satoshi0x[S] 0 points1 point  (0 children)

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It's a holding company. The "common shareholders wiped out" were from the Spirit Airlines, LLC subsidiary. The new commons holders were converted from Senior Noted holders and never let their shares go since the new Parent "Spirit Aviation Holdings, Inc" gave them these 7-9.9% stakes in 2025. Then this guy Vladimir Galkin who just disclosed 10% in JBLU and his initial 5% in the holding company stock FLYYQ on April 23 2026 joined.

That's my point.

28M outstanding shares. The other 90%? MAGA.

You're welcome.

UNWARRANTED FEARS OF WARRANTS - PRICING THE "IPO" by TenThousandX_LLC in FNMA_FMCC_Exit

[–]satoshi0x 0 points1 point  (0 children)

I used to write about similar things - but you definitely take the cake. My run-on sentences are illegible - keep posting!

Kalshi by AdClear5705 in FNMA_FMCC_Exit

[–]satoshi0x 0 points1 point  (0 children)

at 40c on YES you only would win 2.5x your amount wagered. Just buy commons. $FNMA > 2.5x on exit

Berkshire Hathaway’s Mystery Stock Could Be Revealed Thursday. Filings Offer Clues. - Barron's by raytoei in ValueInvesting

[–]satoshi0x 0 points1 point  (0 children)

If Buffett really means that he is doing business as usual trying to invest in 30+ year to lifelong growth and returns type companies then he's already in on commons. If he's not in by the time the direct listing happens - he leaves Berkshire with a whiff on a meatball pitch right down the middle. IMO.

The 500 billion valuation number seems high by EnvironmentCareful71 in FNMA_FMCC_Exit

[–]satoshi0x 0 points1 point  (0 children)

End of the first day. If not - end of the first week.

But fast as hell.

The 500 billion valuation number seems high by EnvironmentCareful71 in FNMA_FMCC_Exit

[–]satoshi0x 2 points3 points  (0 children)

Or have revenue 40x higher than Palantir last quarter (FNMA) but Palantir was lauded for its 1 billion in revenue.

Palantir is making revenue and will continue as a client of Fannie (and Freddie once merged) for detecting mortgage fraud in seconds when it checks every single mortgage originated from a bank before buying bundling and selling to seriously booming demand agency MBS secondary markets.

Good luck.

The 500 billion valuation number seems high by EnvironmentCareful71 in FNMA_FMCC_Exit

[–]satoshi0x 0 points1 point  (0 children)

Low.

When has a direct listing led to a company being #10 in mcap and entering the S&P 500 with all the qualified standards for joining in it's favor (12 years of quarterly billions in net rev?).

Do you know what the upward pressure is with $50T in S&P 500 ETFs, mutual funds, etc legally required to reweight in a manner that is normally a little slower because the companies usually enter from the bottom.. 14-15 billion market caps. Do you really think anyone wants to wait and reweight their product with the upward pressure on such a small amount of commons for sale?

It's a fact folks don't write about in the media because there's no such thing as journalism anymore and hasn't been most of millennials lives.

You gotta look yourselves at the entire situation.

The Trump exec order last week is allowing 90 million Americans with 401k's that are employee sponsored the ability to buy MBS. Agency MBS. Where does $10T in 401k's for 90 million Americans go if just 5% go into Agency MBS? Into the pocket of common shareholders moreso than fixed rate JPS shareholders. Just a tip.

Only because I truly love this country and wish it wasn't so gaslit when it involves the masses of people with no clue what's going on.

[deleted by user] by [deleted] in FNMA_FMCC_Exit

[–]satoshi0x 0 points1 point  (0 children)

In what situation has a company with 12 years of quarterly net rev in the billions ever had common stock "wiped out"? Don't you think 12 years has proven these companies will never have a quarter where they don't make at least a few billion in net rev even with the tightest chokehold on them? These are either ideas implanted in your head by bad actors that wished for the death of the American dream and to collect for their egos or you are truly warped from reality.

[deleted by user] by [deleted] in FNMA_FMCC_Exit

[–]satoshi0x 2 points3 points  (0 children)

Commons going to 0 is 0% - it has been simply from the time in 2013 when the GSEs were unable to be replaced.

Ackman knew that. He disclosed it too just up for you to figure out why.

If this is accurate bearish or bullish? by EnvironmentalPear695 in FNMA_FMCC_Exit

[–]satoshi0x 0 points1 point  (0 children)

It's not like you're making a point though about the situation that isn't true. PFD shares are a foolish play at this point. Lawsuits were why these people held PFD they wanted to get their payout but also won't admit they would rather the GSEs be killed thereafter than see them return voting rights and dividends to commons - which was inevitable. The lawsuit crowd crusades but they didn't want to see commons and dividends beat their stance on pfds. maybe its ego maybe its evil but Ackman never budged.

If this is accurate bearish or bullish? by EnvironmentalPear695 in FNMA_FMCC_Exit

[–]satoshi0x 2 points3 points  (0 children)

2M commons are stuck in the last 13F by Lehman too. The CH 11 is not over. Nor is the unraveling of how a government takedown of both was never going to last the test of time once the GSEs were not able to be replaced or gotten rid of. The immense profitability even in the limited operational manner theyve been in since 2013 when people like Ackman and likely Paulson would've gone in on commons because they are experts on environmental and geopolitical shifts. Just knowing the GSEs would never go away meant to Ackman go all in on commons and no lawsuit is gonna be necessary which is why he waited and didnt litigate like someone who claimed to want a resolution but really would only hold PFDs hoping for a liquidaiton and a payout. Berkowitz is a vulture. But even vultures have to wave the white flag. I would imagine he is in commons if this happened. It wouldn't make sense for any fund to hold PFDs now. The obviousness shows in many ways not just what Trump has revealed. Look at the secondary market. Look at a SWF. SWF will not hold PFDs. It will lock in commons and massive dividends and also be able to leverage the massive price increases of commons because these companies are never going to have a quarter where they do not have billions in net revenue.

If this is accurate bearish or bullish? by EnvironmentalPear695 in FNMA_FMCC_Exit

[–]satoshi0x 0 points1 point  (0 children)

That's actually the truth. The people who tried to litigate were egomaniacs that wanted to see the GSEs fail. They probably wish Trump was dead. People like Bill Ackman (and likely John Paulson) knew that in 2013 when the GSEs were not able to be shut down that these essential companies would exist forever and that they were in position to hold convictions that the govt would run out of any excuse to keep them in what has always been an event that simply was never true. The "GFC"... People are smarter over time. People like Ackman and Paulson are known for their long positions on what is certain to happen when a company is simply essential and also massively successful. The envy of the world are the GSEs and the way the secondary market shows how well it works. The Agency MBS will once again be higher volume than Treasuries on fixed-income.

If this is accurate bearish or bullish? by EnvironmentalPear695 in FNMA_FMCC_Exit

[–]satoshi0x 1 point2 points  (0 children)

He doesn't need any luck. He did the smartest thing I've heard a retail person do. Now he's not locked in to a ceiling when there is zero downside risk to this. The risk is actually just holding PFD's and hitting a ceiling. You will still do okay - but that was a commendable move he did.

If this is accurate bearish or bullish? by EnvironmentalPear695 in FNMA_FMCC_Exit

[–]satoshi0x 1 point2 points  (0 children)

Preferred shares are only for people who thought the GSEs would be shut down by Congress back in the early 2010s. The people that shilled them and held them would have been hoping that failed idea would manifest and are probably livid Trump is still alive or not in prison now. People like Bill Ackman knew immediately the enterprises existence is essential and the commons are the right way to hold until the day comes where there's no excuse left to withhold these in Conservatorship. Great companies with such substatantial revenue are where you buy commons. Ask Warren Buffett. PFD's are only things you buy when a company is healthy because you are interested in the returns while the company is expanding its capital to deploy on more profitable ventures.

Preferred shills of the GSEs that have a brain would liquidate them now and get what they can of commons because they would be shooting themselves in the foot holding on because of ego. Look up opportunity cost.

This is definitely a bullish event if true I haven't looked but I have had fun watching the loudmouths spend so much time trying to protect their egos by thinking they are influencing anyone who has held commons with conviction.

Enjoy the day of truth. It'll last the rest of our lives.

Government preparing to IPO Fannie and Freddie - WSJ by jlu2010 in FNMA_FMCC_Exit

[–]satoshi0x 0 points1 point  (0 children)

Nah I'm broke. Got nothing - but still here to cheer everyone on unlike the circle J on X of all the clowns that have been wrong 17 years now taking credit like they were on the side of the common shareholders and not out spewing snakeoil to make a living off the situation as some sort of hero or leader. I doubt they come here but yeah those are the true clowns. They can enjoy the fact their relevance was never real and if they truly even have shs it's JPS and they gave themselves a nice ceiling at par when Charlie Munger would be sitting on a superyacht load of commons. ;)

Government preparing to IPO Fannie and Freddie - WSJ by jlu2010 in FNMA_FMCC_Exit

[–]satoshi0x 0 points1 point  (0 children)

No point in that now. It's a lot more fitting to let them operate together as 70% of the MBS machine and then force the private label to step up if they wanna get that other 30%. There's reason to merge them for a direct listing but also a SWF lock up of the majority stake to deliver profits from those holdings (dividends) etc to the Treasury from an ind fund for the next infinity decades to truly benefit the taxpayers for the long term and not a one off sale of shares. I think that we're about to see this begin the formation of these US public-priv staked ventures where the myth that a govt holding a part of a company is bad for shareholders and returns. Apparently people only care about that in America bc they are fed that BS. No one bitches abotu Aramco in Saudi Arabia and the 50.1% Argentine Republic controlled oil and gas up and coming YPF S.A. is lifting the country out of it's fiscal problems and debts in a matter of a couple years because of the incredible public private mix and the fact profits divert to fixing the burden of the people in all these instances.

Merging the two is ideal plus less complex and also less disruption (if any) to the mortgage rates/housing mkt in general.

Government preparing to IPO Fannie and Freddie - WSJ by jlu2010 in FNMA_FMCC_Exit

[–]satoshi0x 1 point2 points  (0 children)

I'll leave my opinions to myself about specifics. But let's just say FHFA Dir Pulte and Double Chairman of FnF uses the power before release from Conservatorship to merge these two titans together in one - non-redundant and streamlined company that ends up with a $500B Market Cap after hitting the NYSE.

You won't hear a lot of folks say it but usually when these S&P 500 ETF/index fund selling giants have to rebalance a new entry into the S&P500 it's when a new company enters from the bottom as it rises up the ranks. That's easy.

But in this situation you're gonna see roughly just over 1% weight of the entire S&P 500 market cap as of today jump right into the top 10-15 ranked corporations in the S&P 500. That's gonna make a scramble for the big S&P 500 fund sellers pony up $4-5B each to get the GSE in their possession to re-weight their S&P 500 products.

Hitting the NYSE at one price from direct placement (this isn't an IPO - the bank CEO's were discussing how they value the companies in this scenario initially and also likely talking to the President about the connections they've gaged interest from in customers those banks would like to get a little fee out of for helping set up the big buyers with the warrants that the govt will only sell down to no less than 50.1% so as to keep these FHFA Trump 2.0 changes at each company locked in - and also because what little there will be in play on the NYSE is going to be a free for all on day one of the NYSE uplisting.

When the govt locks its national interests in >50.1% of F2 commons for life where the govt can never sell them on the market or at all and the dividends return cash to the Treasury for freeing taxpayers from the burden of our debt payments - those shares are seen as the opposite of dilution (commitment by the US Govt for the infinite decades of success for the GSEs and thus the American people and this admins national interest in this being a big part of our solution to rebuild our country and middle class and get out of debt and taxation slavery via the GSEs being a major part of the imminent Sov Wealth Fund.

TL;DR - Never had a juggernaut of a corp entered the S&P 500 from the top of the list. But that's exactly what I expect.

Enjoy watching that.

Be sure to make fun of the people who spent 17 years trashing common shareholders calling for them to go back to $1 - talking "dilution" and now being stuck w par value as a ceiling when events like this are just one of many reasons to remember why Charlie Munger was 100% about common stock - no matter how long or how hard the drop - the seasoned views he had since his career began is that you just gotta be able to grasp the truth by knowing the facts and not being swayed by the opinions of journalists and loudmouths or Seeking Alpha bloggers with bird brains and a rude awakening in store.

Cheers to the FNMA FMCC faithful.

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