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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 Nov 07, 2016 11:34am
118 Views
Post# 25432398

q3 around the corner

q3 around the cornerany opinions

1-oil produciton up from EOR, maybe more injectors drilled or converted and good response from to pressure

2-NG produciton decline due to sale and natural declines with no new drilling in q3.

3-panny still performing good over expecations but no plans in near future

4-maybe planning new drills at east edson in q4 with higher NG prices

5-maybe planning new drills at duvernay JV

not much else, maybe with higher NG prices things will be much better in q4 and setting up for a much stronger 2017 with new drills and possible increase in produciton capacity.

I rarely watch this stock, less boring watching paint dry but there is opportunity if you are a NG bull and you have a long term investmetn horizon due to discount to NAV at over 60% and finally a much stronger balance sheet.

I half expected a merger to grow PMT into a midteir or sell it to POU and be done with it.

DYODD


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