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@LadySurfer2000 "@puppyeh1 Makes sense Jeremy. Yet hmm this article says Scot Pac is a $3b loan book for $1b valuation 🤔. Resimac is a $15b loan book with a higher NIM & is $450m mkt cap doing $75m EBIT so 6x + Huge Franking Balance $130m as well. $RMC owns X% of $HUM"
X Link @LadySurfer2000 2025-10-12T07:52Z XX followers, XXX engagements

"@bowtiedstocks @GeoffWilsonWAM @puppyeh1 @TaxPawspective Read 📚 & plz correct $PAC has no Franking Credits () The $265m buyback () means * XXXX c$378 grossed up This is c$113m (378-265) 'Franking Deficit Tax' as PAC has no Credits to offset So $113m / 30.15m (AR pg.63) shares = (-) $XXXX to come off NAV Trading @ NAV ()"
X Link @LadySurfer2000 2025-10-15T21:11Z XX followers, XX engagements

"@abroninvestor @rhysdiab I wonder if @John_Hempton thinks $HMC its a short 🤔 - short interest keeps growing 🤔"
X Link @LadySurfer2000 2025-10-12T09:42Z XX followers, XXX engagements