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@midas79_ Avatar @midas79_ midas79

midas79 posts on X about $fnma, $fmcc, $fnmas, $fmckj the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

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Followers: XXX #

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Social Influence

Social category influence finance cryptocurrencies

Social topic influence $fnma #19, $fmcc #11, $fnmas #1, $fmckj #1, lp #212, preference #93, $fmcci, $fmccm, $fnmap, $25shr

Top accounts mentioned or mentioned by @holdenwalker99 @billackman @thejackal1997 @pulte @donotlose @jm16jm16 @dragonstoscale @ruleoflawguy @fishermanjuice @fanniemae @jarndycej @alecmazo @freddiemac @realdonaldtrump @gsehotline @f2commonsense @leogoldendoodle @jbrandimore @fhfa @secscottbessent

Top assets mentioned ForTube (FOR)

Top Social Posts

Top posts by engagements in the last XX hours

"Perhaps a slight reversal in the JPS floaters $FMCCI and $FMCCM had 200k share blocks yesterday at $XXXXX above the ask. $FNMAP had one today: 130k shares at $XXXXX also above the ask"
X Link 2025-10-28T16:11Z XXX followers, XXX engagements

"A thread about some details regarding the SPS (senior preferred shares) conversion you have heard so much about. The term "SPS conversion" is a misnomer similar to saying $FNMAS par value is $25/shr. $FNMA $FMCC $FNMAS $FMCKJ 1/"
X Link 2025-12-10T16:08Z XXX followers, 2320 engagements

"@PoorCharlie @BillAckman @michaeljburry @timpagliara You should be surprised. UST insisted on $-for-$ LP increases for draws in 2008-2012 & also for every $ FnF were allowed to retain in 2017/2019/2021. They clearly value the LP outside of actual liquidation. Forgiving SPS LP ("deemed repaid") would be a complete 180"
X Link 2025-12-04T19:41Z XXX followers, XXX engagements

"@IndependentFHFA The best comparison imo is $FMCCP (6% fixed same div terms as BAC-B) vs $FMCCS. You can sell $FMCCS at $XXXXX to buy $FMCCP at $XXXXX (22% premium) right now which is a good deal if FnF JPS end up trading similar to BAC's"
X Link 2025-12-05T20:41Z XXX followers, XXX engagements

"@GlencoCapital Your FHFA dot gov link didn't work (it was truncated) and the other one is for FHFA dot com (not FHFA's official domain). Is this link the rulemaking you were referring to It is titled "2026-2028 Enterprise Housing Goals""
X Link 2025-12-09T23:46Z XXX followers, XXX engagements

"It's technically incorrect but so widely used to refer to how UST can end up with more than XXXX% of the post-restructuring common that calling it anything else at this point would be useless. 2/"
X Link 2025-12-10T16:08Z XXX followers, XXX engagements

"The true mechanism: UST keeps SPS shares in place & reduces the LP back to original $1B/company in return for either: 1) Common shares to push their ownership past XXXX% (what Calabria/Millstein/et al expect) or 2) Nothing (Ackman's "plan") 3/"
X Link 2025-12-10T16:08Z XXX followers, XXX engagements

"This is important bc if UST wants the existing $250B funding commitment backstop to remain post-release the SPS themselves must continue to exist bc the SPS and funding commitment are tied together in the SPSPAs. 4/"
X Link 2025-12-10T16:08Z XXX followers, XXX engagements

"UST's authority to provide another similar funding commitment expired in 2009 so keeping the existing one in place is far easier than seeking Congressional authority for a new one. This adds more protection for both the housing market and IPO investors. 5/"
X Link 2025-12-10T16:08Z XXX followers, XXX engagements

"One thing (of many) Ackman has been consistently wrong about: LP writedown would NOT be acknowledgement of past payment bc SPS LP has never been repayable. It'd only be a giveaway of taxpayer assets to benefit legacy $FNMA $FMCC shareholders. 6/"
X Link 2025-12-10T16:08Z XXX followers, 1077 engagements

"That value is recorded by UST in their Financial Report. Note: UST makes no distinction between the on and off bal sht LP. You should automatically be suspicious of any analysis that involves UST only converting the on bal sht portion. 8/"
X Link 2025-12-10T16:08Z XXX followers, XXX engagements

"The enormous current LP amount is important bc it's what prevents JPS & legacy common from having any economic value. The January 2021 letter agreement set the cash div rate on the SPS to the lesser of XX% of the LP and FnF's increase in net worth from the prior quarter. 9/"
X Link 2025-12-10T16:08Z XXX followers, XXX engagements

"If LP goes down to only $1B almost no dividend preference sits in front of JPS & legacy common. This allows UST's own common shares to have economic value & potentially give them a huge cash flow by receiving 90+% of FnF's future common divs. 10/"
X Link 2025-12-10T16:08Z XXX followers, XXX engagements

"Conclusion: what many call "SPS conversion" is not an actual conversion. The SPS would remain in place but the LP would be reduced to almost zero in return for extra common shares. That would unlock the economic value of JPS legacy $FNMA $FMCC common and UST's common. 11/end"
X Link 2025-12-10T16:08Z XXX followers, XXX engagements