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PennyMac Mortgage Investment Trust T.PMT


Primary Symbol: PMT Alternate Symbol(s):  PMT.PR.A | PMT.PR.B | PMT.PR.C | PMTU

PennyMac Mortgage Investment Trust is a specialty finance company. The Company invests primarily in mortgage-related assets. The Company conducts all its operations, and makes investments, through PennyMac Operating Partnership, L.P. and its subsidiaries. The Company's segments include credit sensitive strategies, interest rate sensitive strategies, correspondent production, and corporate. The credit sensitive strategies segment represents its investments in credit risk transfer (CRT) arrangements, subordinate mortgage-backed securities (MBS), distressed loans, and real estate. The interest rate sensitive strategies segment represents its investments in MSRs, excess servicing spread (ESS) purchased from PFSI, Agency and senior non-Agency MBS and the related interest rate hedging activities. The Correspondent Production segment serves as an intermediary between lenders and the capital markets by purchasing, pooling and reselling credit quality loans.


NYSE:PMT - Post by User

Comment by urekaon Nov 22, 2015 11:06am
64 Views
Post# 24313651

RE:RE:RE:RE:RE:Powdering the cracks, and covering up the warts and red ink.

RE:RE:RE:RE:RE:Powdering the cracks, and covering up the warts and red ink.
Converting the Debs to shares lowers the debt by $34M and saves most of that 3.3M in interest for about a 50% dilution. The potential dilution from the rights offering at .20 VWAP is 322% for 25M$. Money that will be spent on a cap ex program, in this environment why spend the money! They are giving away their "increased production" at a cash flow loss! Why increase the production!!! Do the rights offering at 25% below the market and have it back stopped by Dad. Resulting in a 33% dilution. Potentially Selling a Zillion shares at a nick does not cut it. JMHO
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