CHMI

$CHMI chatter on StockTwits

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  Damian@ZephixBullish7h

  $CHMI $SPT K10

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  D@ReddskinBullish2d

  $MITT because MITT’s stock is currently trading at a huge discount to book, the fact that MITT is using stock rather than taking on a large amount of corporate debt is strategically important. My bottom line At $6.32, I would characterize MITT as: Current price: ~$6.32 Current book: $10.00 Estimated post-merger book: ~$9.40–$9.70 Current P/B: 0.63× current book Potential normalized P/B: 0.80–0.95× My base-case value: **$7.50–$8.75** Bull case: $9–$10.50+ The biggest catalyst isn’t the increase in float. It’s whether MITT can demonstrate that the enlarged equity base + $CHMI MSR business + $7–9M of synergies actually produce higher EAD per share. If they do, the current ~0.63× book valuation looks very cheap!

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  D@Reddskin2d

  @justbaseball25 true…may just sit at .24 until $CHMI transaction closes.

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  Scotty@justbaseball252d

  MY thoughts on $MITT if they cut the head off a bunch of people at the top..... the 24 cents from mitt and 10 cent from $CHMI should def be strengthened. i trust to mitt to streamline some ops. sell off some of the chmi shit. deleverage a bit... i expect this to get back to 7 by EOY.

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  D@Reddskin2d

  $MITT My price-target framework $CHMI I’d divide it into three scenario: 🔴 Bear case: $5.50–$6.50 The market continues assigning MITT ~0.60–0.70× book. This could happen if: * Book value gets hit by mortgage-market volatility * EAD remains around $0.24 * Investors don’t believe the synergy story * MITT remains heavily discounted relative to book At today’s $6.32, we are fairly close to this scenario. 🟡 Base case: $7.50–$8.75 The merger closes successfully, book value stabilizes around $9.50+, and EAD rises toward $0.27–$0.30. MITT trades around 0.80–0.90× book. This is my most reasonable 12–18 month range right now. 🟢 Bull case: $9.00–$10.50+ The combined company demonstrates meaningful EAD accretion, MSR earnings perform well, synergies materialize, and the market begins valuing MITT closer to book. At 0.95–1.10× a ~$9.55 book value: $9.07–$10.51 That’s a very different valuation from today’s $6.32.

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  H. E. Pennypacker@Dr_Van_NostrendBullish3d

  $MITT The market reaction is a knee jerk and a buying op. I almost NEVER buy mreit commons, and couldn't pass this one up after crunching the numbers myself. I'm coming up with NII around .30 after the combination with minimal dilution. That will keep the .24c dividend well covered, even open it for a raise, (though I hope they don't), and the synergies are nice even though I estimated them lower than management did. What IS very smart here, is the MSR portfolio over at $CHMI which gives them an automatic hedge for higher rates and a fantastic income stream in this "higher for longer" regime. At least until something breaks. It is actually a pretty smart merger and I have always found $MITT management to be very astute and run their business in a conservative and smart fashion. My numbers put a fair value of the company post merger at around 7.65 on a very conservative basis, and that's with book value around 9.65. Realistically, it will pop back over $8, fairly soon. 6 mos.

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  Stocktwits Earnings@StocktwitsEarnings3d

  $CHMI Q2 '26 Earnings Results & Recap Cherry Hill Mortgage Investment Corporation reported GAAP net income of $1.3 million, or $0.04 per share, and earnings available for distribution of $5.5 million, or $0.15 per diluted share, for Q2 2026.

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  D@Reddskin3d

  $MITT GREAT buying opportunity. I picked up 10,000 more shares today. First time I have added any MITT in a loooong time. Not sure by the huge drop. I like the $CHMI acquisition long term and earnings were great.

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  Jake@Phantom_EagleBullish3d

  $CHMI a 29% premium to the closing price on aug 7 equates to $3.11. Why is this still sitting here at $2.64???

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  Scotty@justbaseball253d

  $MITT god damn it. good earnings offset to crap cuz of $CHMI

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  Easy Money@PLATINUM_TRADESBullish3d

  $CHMI Overnight swing winner! Another one for money 🚨🚨

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  me@NBI3d

  $CHMI $MITT https://www.businesswire.com/news/home/20260810368478/en/TPG-Mortgage-Investment-Trust-and-Cherry-Hill-Mortgage-Investment-Corporation-Announce-Definitive-Merger-Agreement

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  Easy Money@PLATINUM_TRADESBullish6d

  $CHMI Go Head it's time for $2.50🚨🚨

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  Thescanner.ai@TheScannerAIBullishAug 5

  $CHMI

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  Jake@Phantom_EagleBullishAug 5

  $CHMI Did somebody WTF up on this one today? Stumble along and see dear ole CHMI so low, sitting there for weeks so low and now, VIOLA!, it's alive because someone noticed it moving??!!

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