Mr Cooper Group Inc (COOP) 옵션

I have mentioned this many times to my financial consultant and he says “why would they do that? Why do they need to?”

JHD

Thank you for that…could you clarify for me because I forgot exactly what they were saying when they did the reverse for Mr. Cooper.

JHD

OK. Well we will know by Q1 2026. I know you will be here unless the $200B+ event has happened.
Likely I will be here...Ron, etc... So I guess we will know then. They may retire some so shares, buy back some, but R/S... Just don't see it.

Does stay above 114 or does it go below 110....

You are entitled to your opinion but that does not make you correct. Many, many Leaders do not like billions in outstanding shares. There are always great ways to explain, spin a RS but Jay Bray made clear two actions he does not like.

Of course, Bray wrote a letter to shareholders with his spin and filed it with the SEC as this was certainly a Material Event requiring an 8K not because he is just a very nice guy.

1) He does not like billions of shares outstanding

2) Very low Institutional Ownership

I am not saying there is anything wrong with a RS so do not be so defensive but with companies that are not very strong and successful, they are deemed negative. I by no means believe this is true with the merged RKT.


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Today was way more fun.....

Agree Reiko that the RS is ultimately the RKT conglomerate CEO decision, but generally “birds of a feather flock together” or Bray probably would not be in charge of the RKT division

So, more than likely a RS is in the offing at some point unless an outright purchase taking it private which is entirely possible by say DST WMI or name similar.


..,

RKT will have 2.83B shares out standing following the merger(s) and stated so in an SEC filing(s). Follow the numbers. There is ZERO chance a R/S will occur within 2 months of a corporation doing a 100% merger with a corporation in an all share transaction and issuing close to 699M shares to close it. They would have NO CREDIBILTY and NOBODY would hold their shares.

LG you are making this call on 100% intuition.

I am making it after studying many many mergers in Business School.

That is NOT why the RS happened at COOP, the BOARD clearly stated why they did it, NOT Jay Brey and they wrote a note specifically to all of the share holders explaining it and filed the letter with the SEC.

STOP making up things in your head!

The 10 year was up like 18 basis points yesterday perhaps one of the highest moves since 91.

JHD

The shorts' touts are working overtime today.

I meant, that's the lowest gap I'm seeing 92.32

Next gap 92.32

If RKT does a reverse split some time after the merger it will not be Jay Bray making that decision, it will be Varun Krishna.

JHD51, I have little time today, but the short answer is yes, more than likely, I believe there will be an RS once RKT has completed mergers.

1) RKT CEO, formerly COOP CEO Jay Bray hates large numbers of (OS) outstanding shares

2) Within a couple of months of RKT/COOP merger completion, Bray will file an RS similar to what he did at WMIH/COOP

3) WMIH has 1.2B outstanding common shares and did a 1-12 RS during Oct/2018, getting OS down to 200 million WMIH shares

4) RKT will have 2.2B OS and I believe Bray will only want 300 to 400 million OS

5) I believe RKT will be around $20.00 a share when he institutes an RKT RS

6) Ultimately, I believe Bray will get these OS down to 300 to 400 million

Yeah right! How many years from now!

What happened with COOP today? I believe we’ve never seen a price drop like this before.

This is the GameStop template...except Rocket merger was the boost...now the price will fall...could fall back below 110.00...after the shareholder meeting if there is one for coop...it could go back up...Coop is going to be a wild ride.

NIGHT MARE CITY

I needed to be more specific..my apology..long term rates jumped significantly.

JHD

JHD51 good point maybe the RKT price in only 14 to 15 just trying to paint the picture of what Bray did before so many do not forget that a RS is a very real possibility. In this market unless it changes soon an RKT 12 to 15 price may be very likely

...

What?

The Federal Reserve is not planning to raise interest rates in the near future. Instead, the central bank is expected to cut rates twice in 2025, bringing the target range for the policy rate to 3.75–4% by the end of the third quarter of 2025.

So if a 1 for 5 which then takes us from $20 to $100 then a buyout at $60-$80..see where I am confused? That is not a win.

JHD

Well the interest rate increase did not help us....and I didnt see that coming either.

JHD

Maybe doing their friends who are short a favor?

All of them are dirty, it's just a case of how dirty.

ItsMyOption..... I did the STO december 105 Naked Put and got 15.60 dollars in premium....if exercised , the stock will be taken at 89.40, or rolled into 2026....also bought back those January 200 covered calls that I sold, and made some money on them.... two things stand out with todays trading.... its all about tariffs, and a possible recession when they are levied on China tomorrow, if a deal is not made...another is the fact that the MM got caught "flat footed" with the news of RKT buying coop with that 11/1 stock ratio.... retail investors flooded the buy orders, and the MM had to fill them at albeit the high prices in the 145 dollar area...earnings on the 4/25 period will be about 2.76 per share which is higher than last quarter, so MM getting ready to take coop up into earnings report, and good news of the merger.. premiums in the Put market for STO's is mindboggling for all stocks on the exchange...in some perverse way, DJT can could make you huge profits in this market... just a thought......Lodas

Also stop loss hunting and imho any that have this crazy ass thing on margin are taking a BIG BIG CHANCE

Probably getting margin calls out the WAZOO!

ANDDDDDDDDDDDDDDDDDDDDDDDDDDDD 10,000,000 shelf ready PREFRDS with no face value

But didn't we have another RV and came out of the chute with 100 mill shares to start with. now they have bought it down to 63 mill but with this latest MINI tank maybe they bought more.

IF IF IF JWW is right and this is 147$ after merger I would think they should be BUYING HAND OVER FIST, h,,,,,,,,,,,,, yep we are down BIGLY today and their buying could have stifled the tank.

SO why didn't they support the share price with buy backs IF IF IF this is 147$ value on sale

Chit just don't add up to me sorry

Bbanbob also remembers coop still has 200M authorized and shelf ready shares they can use if needed

Bbanbob, good point as I believe you are correct but the math I believe was a 1-12 RS

Do you think the drop in pps is to save the shorts?

LG

Wasn't our outstanding 100 mill

""3) WMIH has 1.2B outstanding common shares and did a 1-12 RS during Oct/2018, getting OS down to 200 million WMIH shares""

JHD51, I have little time today, but the short answer is yes, more than likely, I believe there will be an RS once RKT has completed mergers.

1) RKT CEO, formerly COOP CEO Jay Bray hates large numbers of (OS) outstanding shares

2) Within a couple of months of RKT/COOP merger completion, Bray will file an RS similar to what he did at WMIH/COOP

3) WMIH has 1.2B outstanding common shares and did a 1-12 RS during Oct/2018, getting OS down to 200 million WMIH shares

4) RKT will have 2.2B OS and I believe Bray will only want 300 to 400 million OS

5) I believe RKT will be around $20.00 a share when he institutes an RKT RS

6) Ultimately, I believe Bray will get these OS down to 300 to 400 million

...

Ya have to take their money away first and don't know about you but, they have taken about 15-20% of my money away in the last few days and I aint even one of the bad guys Hell prob more than that as I am 7.86 % down today alone OUCHIEEEEEEEEEEEEEEEEEEEE

Aren't there still some LOWER than that as well..........................
HMMMMMMMMMMMMM now how do ya fill a gap??????????? HMMMMMMMMMMMMMMMMMMMMMM OH wait possibly issue 37 mill shares that should do it PLUS SOME

Trump fix this crupt bullshit.

Gap at 107.20

Good Rising Serafino 1, I read this article a few weeks ago.
JPMorgan CEO Jamie Dimon says he will remain CEO a few more years—and promises ‘no swearing this time’ at latest town hall
https://finance.yahoo.com/news/jpmorgan-ceo-jamie-dimon-says-204539952.html

Aint over either imho !!!!!!!!!!!!!!!!!!!!!!!!!!! and this may look like a minor bump compared to what I feel is coming
This is only 9% what if it end up being a total of 37% or 28% further down that this

WOW..what a day thus far..LOL

JHD

So if bought out by WMI at $60-$80 you are assuming no reverse and they somehow deal with the 2.5 billion outstanding.

JHD

Large Green, 2026/2027? Will we ever get paid before then? Nd9

COOP WILL BE HISTORY SOON, so a CLIFF-NOTE VERSION OF THE NEXT TWO to THREE YEARS - ALL IN MY VIEW Post From 4/2

A nine billion plus offer for COOP with (RKT) Rocket stock used for purchase with 11 shares of Rocket at last Friday's closing price (around $12.70) for one COOP. OPPORTUNITY to buy COOP until merger closes in the event of a higher bid as RKT pays a great dividend which will continue with success and they will also raise divy over time. Then, there is an opportunity to buy RKT for two to three years. The COOP name and symbol will cease to exist when merger is closed in Oct/Nov 2025.

Now the rest is reading between the lines, as I believe the Private Letter Ruling I discussed is ours but no way to prove; however, the process after all these years is finally moving forward, in my view.

I believe WMI (but may be called by another name) is lying comatose in a Delaware Statutory Trust or DST and is sitting on hundreds of billions in SAFE HARBOR cash and will be resurrected sometime maybe this year or first part of 2026 but obviously cannot prove this. I believe we will be issued stock via a Private Placement of securities based on what we originally owned and signed releases for back in year 2012 and this is where the POTENTIALLY big money will come from. I also believe former Lehman Brothers Estate will be merged with either WMI or RKT due to their 60B in NOLs, as Fanny and Freddy may play a role as well.

Former Lehman is close to closing their 2008 filed bankruptcy cases and will have 60 billion in (NOLs) Net Operating Losses to use against profits and you can bet they will use every cent.

Then I believe WMI (RKT now trading around $13.86) will buy out RKT later in year 2026/2027 between $60.00 and $80.00 a share.

This as RKT will have the majority of all former WaMu assets, bringing this WaMu travesty full circle and completely resurrected, only much bigger and better than ever before.



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None of these upgrades...recommendations are making much difference currently..gonna be interesting.

JHD

RKT @ 13.57===>COOP should be @ 149.27 (=11x13.57)

Pure manipulation ongoing...

only by the application of "pain" can MM separate you from your stock......two things are apparent IMO..... (1) earnings report is due on 4/25,and coming in above expectations to beat last quarter.... so, shorts are eager to cover.....(2).. MM must replace shares they sold at the high 140's with all the hoopla about a merger with RKT before the april report comes out.....thats why they took it down so viciously.....IMO, the merger with RKT is still going through... why?.... I bought 100 shares this morning at the lows, and sold a June 2026 145 covered call for 24.50 per share.... if exercised, this call will be worth 169.50 per share in june next year....so, my point?...someone is willing to pay 169.50 for a stock now selling as I type for 120 dollars per share, and with all the disruptions of DJT tariffs disruptions to the world stock markets...as Warren Buffet said.. "buy when there is blood in the streets"...did you buy coop this morning?... I did....... Lodas

Rocket Companies upgraded to Equalweight at Barclays

Apr 08, 2025 10:38 AM ET | Rocket Companies, Inc. (RKT) |

Barclays upgraded Rocket Companies (NYSE:RKT) to Equalweight from Underweight on the potential upside from its pending acquisition of Mr. Cooper (NASDAQ:COOP).
The combination of Mr. Cooper's (NASDAQ:COOP) market-leading servicing business with Rocket's (NYSE:RKT) strength in originations is transformative for Rocket, analyst Terry Ma said.
"The deal should create a more balanced business model at scale, and we estimate 24% EPS accretion in 2026," Ma wrote in a note to clients. "There are dis-synergies (i.e., UWMC pulled subservice from COOP) and integration risks that need to be accounted for, but we think the long-term positives outweigh the near-term negatives."
The Equalweight rating on Rocket (RKT) aligns with the SA Quant rating and the average Wall Street rating, both at Hold, and contrasts with the average SA Analyst rating of Buy.
Still, Rocket Cos. (RKT) stock slumped 5.5% in Tuesday morning trading
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Just Remeber The only control we have isssss in or out, COOP 90+ % toots RKT 70+% toots
Have a great evening people
GLTA-Ts

I'm not sure there is anything we CAN do.

Just have to sit back, and wait for their manipulations to conclude.

They bank on they can hold out longer than retail, and in most cases they're correct. Let me just say I don't have much respect for the markets anymore (shorts, puts, etc,), but it's the only game in town for the time being, and yes I can hate both the player and the game.

In the meantime, headed off to my PM dealer later, to add to my pile. Keeps my mind off of this....

SILLY
and HOW would one POSITION THEMSELVES BETTER HERE

HMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM

GOT any IDEAS since there are only about 7 mill shares in retail hands

SOOOOOOOOOOO how would you go about it if ya had 70+ % held by tutes ???????

With 70% held by TUTES they can short against BOX and since MANY have their shares ON THE CHEAP(4-6 $) here, they would never get stung
Sort of like the tender OFFER thing I offered up several yrs back, THEY CAN DO WHAT EVER THEY PLEASE HERE and don't kid yourself they can't.
PLus if this thing started tanking, MANY would head for the hills and pard 7 mill aint a lot of shares nor is 840 mill dollars to GAIN almost 100% CONtrol here, not in the long run it aint

Oh, I believe the market does see it.

But...since the float is so heavily weighted too institutional, there are players who intentionally play with the float, in an attempt to position themselves even better. And, since they are patient, they aren't in any hurry to liquidate their position for profit because they don't need to. And then there's the MM's and their games.

Game as old as the Romans. Just my thoughts.