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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

Post by shambano1on Feb 26, 2016 10:53am
61 Views
Post# 24598472

maybe 2016 is the year of big shale declines

maybe 2016 is the year of big shale declines because new drilling drops can't replace the large declines?

we will see this Phonomenum for oil sooner that we will see it for NG.

it's already started in the shale oil fields with production dropping from a peak of 9.6 mbpd to 9.1 mbpd and declines will start to accelerate during the enxt 9 months.

how about NG shale drilling and declines and new drilling???

but it's fair to say that with the storage overhang it will take time to reduce storage to average 5 year averages.

but and big PMT could see much higher prices in 2017 for their NG produciton.  east edson is a very good fields and they will keep it at full capacity in 2016 to keep costs down.

so longer term PMT could be a big recovery story but short term it's hard to call

I'm on the fence at this time DYODD 
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