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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 Dec 06, 2016 6:29pm
71 Views
Post# 25562996

dead forum for leveraged NG produciton company

dead forum for leveraged NG produciton companyas NG prices continue to climb then PMT will turn into a cash generation machine.

how high will NG prices go, at least in the short term (winter 2016)  and with spikeS as polar cold air covers 80% os lower 48???

I can see NG prices climbing over 4 and spiking over 5 if we get really cold blasts during january and February.

PMT will expand their drilling programs in 2017 and drill to fill their processing plant capacity of 75 mmcf/d and if they have extra cash and NG prices are strong, they will increase plant to 90 mmcf/d , so things are looking up for PMT.

yes I'm biased and yes I do own a little PMT as a long position.  

my target in 2017 is low to mid 3's with spikes if NG prices get over 5 /mcf.

dyodd and GL

p.s,. if you are a NG bull, then you are in the tight place.


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