Lance Mallett @FormerFinancial
Former investment banker with 20+ years experience working with financial service companies Joined May 2016-
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@LaziestofDans @yenoms @tomking84 @daveymac62 I think Tom summed up my feelings - tough to have a strong view but intriguing if you can capture potential upside for next to nothing.
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@iBladesi I've really lost a ton of confidence in RWT management over the last 12 months. I don't see much that would convince me they are going to earn 15%+ returns on this capital.
@ScottyBseball Welcome to the club pal!
@yenoms You are on it. I bought some $RZB earlier and have a bit of a stink bid in on JXN-A. Also bidding across on bank prefs - mostly FTF/rset.
@iBladesi The ATM # is pretty astounding.
Claude/Opus 4.7 is a neurotic mess.
@LaziestofDans I think it was headline that Iran is working on Hormuz protocols with Oman.
@yenoms Yes. More speculative than $RZB (look at that as cash mgmt) for sure.
@AarushP1 @GardinerIsland And early this year too I believe.
@AarushP1 @GardinerIsland Do you know if it's true that didn't hedge duration on the purchases they made earlier this year? I know I read but haven't seen reported again.
@77AugustWest72 @iBladesi Yea, Cross Country looks like a really bad outcome for preferreds. Hope 3rd suitor is public co.
@LaziestofDans @LanceRoberts Yeah, this is my conclusion too. Let me know when it’s safe to get back in the water!
Lance Mallett retweeted
My premise is that TWO is a great long because it is very unlikely a deal goes through as originally negotiated. That leaves TWO trading at 82% NAV. The avg mREIT is trading at 105% and the cheapest (ARR) at 97%. It is that simple.
@jimdelisle Even worse, post termination performance suggests they bet on the wrong horse too.
@jimdelisle That certainly doesn't help the board's credibility.
@GardinerIsland We are letting Iran make oil $ but not our allies?
@iBladesi Admire having debt/equity of 50% and having (apparently) no hesitation to ratchet it up further.
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