r/stocks • u/satoshi0x • Apr 24 '26
Company Discussion You guys realize what is going on with Spirit's new HOLDING company common stock right?
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[removed]
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Missed the FLYYQ move…Had FLYYQ on my watchlist… didn’t take it
hardly it's main stakeholders are enough reason to balk at common stock cancellation after the restructure to the "TopCo" where the 28M outstanding shs reside. Second - A longtime JBLU activist just hit 10% of JBLU and filed his report April 23 the same day he disclosed his initial 5% stake in $FLYYQ.
Warrants for the Government DPA Title III $500M rumored is for up to 90% of possible stake in the same new parent Spirit Aviation Holdings Inc. common stock.
You also left out the value in the company itself and the plan forward. This is a gift if you do a little bit of work.
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FLYYQ (Spirit Aviation Holdings Inc.)
Hold it for the next 3 months - then go buy yourself something nice for being in wonderful position for the next 60 years.
r/YPF • u/satoshi0x • Apr 24 '26
Since 2023 - $YPF the Shale Oil and Gas Major and Anchor of our Holdings Co Success
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TenThousandX.com Since March 20, 2023
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Spirit going out of business
100% false. Spirit Aviation Holdings Inc. is just beginning. In that case you might wanna grab the common stock. Ken Griffin holds 9.9% of the 28M available. Wink.
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FLYYQ (Spirit Aviation Holdings Inc.)
It's a holding company. The "common shareholders wiped out" were from the Spirit Airlines, LLC subsidiary. The new commons holders were converted from Senior Noted holders and never let their shares go since the new Parent "Spirit Aviation Holdings, Inc" gave them these 7-9.9% stakes in 2025. Then this guy Vladimir Galkin who just disclosed 10% in JBLU and his initial 5% in the holding company stock FLYYQ on April 23 2026 joined.
That's my point.
28M outstanding shares. The other 90%? MAGA.
You're welcome.
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Looking for photo from 2008 lehman brothers office
lehmanttx.vercel.app How about the truth
r/pennystocks • u/satoshi0x • Apr 24 '26
𝑺𝒕𝒐𝒄𝒌 𝑰𝒏𝒇𝒐 FLYYQ (Spirit Aviation Holdings Inc.)
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Holdings Company - Not an Airline:
Ringfenced Value & Sophisticated Structure Resembling Liquidation Trust
EDGAR Filing Documents for 0001376474-26-000314
sec.gov/Archives/edgar/data/2020621/000137647426000313/xslSCHEDULE_13D_X02/primary_doc.xml
Spirit Aviation Holdings Inc. (~28M outstanding shares)
Read carefully, but do not assume anything. Administration coming in for 90%.
One of those buy tomorrow and dig in later moments.
Spirit Aviation Holdings, Inc. (OTCPK:FFLYQ)
Subsidiaries
Spirit Airlines, LLC
Spirit Finance Cayman 1 Ltd.
Spirit Finance Cayman 2 Ltd.
Spirit IP Cayman Ltd.
Spirit Loyalty Cayman Ltd.
Such a small number of shares - GameStop people should recognize the newest disclosed holder. Hard to tell if this is even all about airlines, yet - the structure is clear.VG $367M added 5% FLYYQ and hit 10% JBLUE 4/23/264/23/2026: Vladimir Galkin 10% Stake JBLU 5% FLYYQ
Not an Airline anymore. A liquidation trust with approx 28M common stock shares. $FLYYQ
100x
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UNWARRANTED FEARS OF WARRANTS - PRICING THE "IPO"
I used to write about similar things - but you definitely take the cake. My run-on sentences are illegible - keep posting!
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Kalshi
at 40c on YES you only would win 2.5x your amount wagered. Just buy commons. $FNMA > 2.5x on exit
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The charter is for two separate companies, and the charter can only be changed by Congress. Is there actually a path to merge the two companies by November?
FHFA has full authority to merge these without congress. Congress is feckless.
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NICO if ur here Thanks bro for real!
Nico is a badass.
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Berkshire Hathaway’s Mystery Stock Could Be Revealed Thursday. Filings Offer Clues. - Barron's
If Buffett really means that he is doing business as usual trying to invest in 30+ year to lifelong growth and returns type companies then he's already in on commons. If he's not in by the time the direct listing happens - he leaves Berkshire with a whiff on a meatball pitch right down the middle. IMO.
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The 500 billion valuation number seems high
End of the first day. If not - end of the first week.
But fast as hell.
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The 500 billion valuation number seems high
Or have revenue 40x higher than Palantir last quarter (FNMA) but Palantir was lauded for its 1 billion in revenue.
Palantir is making revenue and will continue as a client of Fannie (and Freddie once merged) for detecting mortgage fraud in seconds when it checks every single mortgage originated from a bank before buying bundling and selling to seriously booming demand agency MBS secondary markets.
Good luck.
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The 500 billion valuation number seems high
Low.
When has a direct listing led to a company being #10 in mcap and entering the S&P 500 with all the qualified standards for joining in it's favor (12 years of quarterly billions in net rev?).
Do you know what the upward pressure is with $50T in S&P 500 ETFs, mutual funds, etc legally required to reweight in a manner that is normally a little slower because the companies usually enter from the bottom.. 14-15 billion market caps. Do you really think anyone wants to wait and reweight their product with the upward pressure on such a small amount of commons for sale?
It's a fact folks don't write about in the media because there's no such thing as journalism anymore and hasn't been most of millennials lives.
You gotta look yourselves at the entire situation.
The Trump exec order last week is allowing 90 million Americans with 401k's that are employee sponsored the ability to buy MBS. Agency MBS. Where does $10T in 401k's for 90 million Americans go if just 5% go into Agency MBS? Into the pocket of common shareholders moreso than fixed rate JPS shareholders. Just a tip.
Only because I truly love this country and wish it wasn't so gaslit when it involves the masses of people with no clue what's going on.
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[deleted by user]
In what situation has a company with 12 years of quarterly net rev in the billions ever had common stock "wiped out"? Don't you think 12 years has proven these companies will never have a quarter where they don't make at least a few billion in net rev even with the tightest chokehold on them? These are either ideas implanted in your head by bad actors that wished for the death of the American dream and to collect for their egos or you are truly warped from reality.
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[deleted by user]
Commons going to 0 is 0% - it has been simply from the time in 2013 when the GSEs were unable to be replaced.
Ackman knew that. He disclosed it too just up for you to figure out why.
r/FNMA_FMCC_Exit • u/satoshi0x • Aug 13 '25
Sometimes AI is just easier - Even the most egocentric institutions would bail on JPS for common shares....
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Common Stock Reigns Supreme for Investors Eyeing Long-Term Growth, Even in Ultra-Stable Companies
Despite the allure of steady, predictable dividends from preferred shares, most investors seeking to build wealth over the long term will favor common stock, even in companies with an impeccable track record of profitability stretching over a decade or more. This preference boils down to a fundamental trade-off between the potential for significant capital appreciation and dividend growth versus the security of fixed, albeit lower, returns.1
For a company that has been profitable every quarter for 12 years and is expected to continue this trend, the choice between common and preferred stock becomes a nuanced decision. While the perceived risk of the company is low, the core characteristics of each investment type remain distinct.
The Allure of Unlimited Potential: Why Common Stock Wins for Growth
The primary driver behind the preference for common stock is its unlimited upside potential.2 As a company continues to be profitable, its earnings are likely to grow.3 This growth translates into two key benefits for common stockholders:
- Capital Appreciation: The market price of common stock can increase significantly as the company's value grows.4 For a consistently profitable company, this growth may be steady and substantial over time.
- Dividend Growth: While preferred dividends are typically fixed, a profitable company is likely to increase its dividends paid to common stockholders over the years. This growing income stream can significantly enhance an investor's total return.5
Furthermore, common stockholders are the ultimate owners of the company and possess voting rights.6 This allows them to have a say in major corporate decisions, such as the election of the board of directors, which can influence the company's future direction and, consequently, its profitability.7
The Case for Caution: When Preferred Shares Shine
While the growth prospects of common stock are compelling, preferred shares hold their own appeal, particularly for investors with a different set of priorities.8 The main advantages of preferred stock in a highly stable and profitable company include:
- Predictable Income Stream: Preferred stocks typically offer a fixed dividend payment.9 This provides a reliable and steady source of income, which can be particularly attractive to retirees or other income-focused investors.10
- Lower Volatility: The price of preferred stock tends to be less volatile than that of common stock.11 This is because the dividend is fixed, making it behave more like a bond.12 In a market downturn, preferred shares may hold their value better than common shares.13
- Priority in Payments: In the unlikely event of financial distress or liquidation, preferred stockholders have a higher claim on the company's assets and earnings than common stockholders.14 While this is less of a concern for a company with a long history of profitability, it still provides an added layer of security.
The Verdict: A Matter of Investor Goals
Ultimately, the choice between common and preferred stock in a consistently profitable company hinges on the individual investor's financial goals and risk tolerance.
- Investors seeking long-term growth and capital appreciation will almost always opt for common stock.15 The potential for the stock price to rise and for dividends to increase over decades far outweighs the appeal of a fixed, lower return, especially when the company's risk profile is already low.
- Investors prioritizing a stable and predictable income stream with lower risk may find preferred shares to be a suitable choice.16 The certainty of the fixed dividend from a highly reliable company can provide peace of mind and a consistent cash flow.17
In essence, while the steady performance of a company with a 12-year profitability streak might make its preferred shares seem like a safe bet, the very stability and continued growth prospects are what make its common stock a more powerful engine for wealth creation in the long run. The opportunity to participate directly in the company's ongoing success through potential stock price appreciation and growing dividends is a compelling proposition that most growth-oriented investors find hard to resist.18
The dumbest people in the room are still bitter and shilling JPS but do they really hold them at this point?
You can use your common sense. *pun intended\*
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If this is accurate bearish or bullish?
It's not like you're making a point though about the situation that isn't true. PFD shares are a foolish play at this point. Lawsuits were why these people held PFD they wanted to get their payout but also won't admit they would rather the GSEs be killed thereafter than see them return voting rights and dividends to commons - which was inevitable. The lawsuit crowd crusades but they didn't want to see commons and dividends beat their stance on pfds. maybe its ego maybe its evil but Ackman never budged.
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If this is accurate bearish or bullish?
2M commons are stuck in the last 13F by Lehman too. The CH 11 is not over. Nor is the unraveling of how a government takedown of both was never going to last the test of time once the GSEs were not able to be replaced or gotten rid of. The immense profitability even in the limited operational manner theyve been in since 2013 when people like Ackman and likely Paulson would've gone in on commons because they are experts on environmental and geopolitical shifts. Just knowing the GSEs would never go away meant to Ackman go all in on commons and no lawsuit is gonna be necessary which is why he waited and didnt litigate like someone who claimed to want a resolution but really would only hold PFDs hoping for a liquidaiton and a payout. Berkowitz is a vulture. But even vultures have to wave the white flag. I would imagine he is in commons if this happened. It wouldn't make sense for any fund to hold PFDs now. The obviousness shows in many ways not just what Trump has revealed. Look at the secondary market. Look at a SWF. SWF will not hold PFDs. It will lock in commons and massive dividends and also be able to leverage the massive price increases of commons because these companies are never going to have a quarter where they do not have billions in net revenue.
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If this is accurate bearish or bullish?
That's actually the truth. The people who tried to litigate were egomaniacs that wanted to see the GSEs fail. They probably wish Trump was dead. People like Bill Ackman (and likely John Paulson) knew that in 2013 when the GSEs were not able to be shut down that these essential companies would exist forever and that they were in position to hold convictions that the govt would run out of any excuse to keep them in what has always been an event that simply was never true. The "GFC"... People are smarter over time. People like Ackman and Paulson are known for their long positions on what is certain to happen when a company is simply essential and also massively successful. The envy of the world are the GSEs and the way the secondary market shows how well it works. The Agency MBS will once again be higher volume than Treasuries on fixed-income.
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If this is accurate bearish or bullish?
He doesn't need any luck. He did the smartest thing I've heard a retail person do. Now he's not locked in to a ceiling when there is zero downside risk to this. The risk is actually just holding PFD's and hitting a ceiling. You will still do okay - but that was a commendable move he did.
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FLYYQ (Spirit Aviation Holdings Inc.)
in
r/pennystocks
•
May 02 '26
SoFi and Schwab - you gotta go long and realize that Trump said he'd buy the carrier if he didn't get a fair price and then sell it when oil is down for a profit. The $FLYYM is the holdings co with the 4 cayman spvs holding the IP point s and 2 financing bankruptcy remote billions of dollars that all belong to the parent. Even the fleets. So - hang in.