MITT

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$MITT chatter on StockTwits

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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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  Alex Davenport@SteppenwolfofWallStreet2d

  $MITT Congrats to every opportunitist who went long yesterday after that idiotic emotional sell off. Watch 'er fly boys!

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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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  Scotty@justbaseball252d

  added 50 more $MITT today. added more yesterday. added 75 $T pref C added a few hundred SCE pref N

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  Alex Davenport@SteppenwolfofWallStreet2d

  $MITT Is opening up 21 cents higher each day really too much to ask?

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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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  D@Reddskin2d

  @NBI all good to me. I think the drop is a knee jerk reaction to shake out the weak retail hands. This is a smart acquisition. Grows $MITT with minimal dilution and will increase liquidity for trading.

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  me@NBI2d

  $MITT Q2 Earnings Call transcript. Worth reading. https://www.theglobeandmail.com/investing/markets/markets-news/motley/3768072/mitt-mitt-q2-2026-earnings-call-transcript/

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  D@ReddskinBullish3d

  $MITT My estimated post-merger book value Using the companies’ June 30 book values: MITT: ~$317M common equity CHMI: ~$117M common equity But the merger isn’t simply adding $117M of book value because MITT is paying cash, issuing shares, and TPG is contributing $20M. After accounting for the transaction mechanics, I would use approximately $9.40–$9.70/share as a reasonable initial post-merger book-value range. That’s an estimate—not management’s stated pro-forma book value. The $20M TPG contribution is a major reason the dilution isn’t worse. This is where I think the opportunity gets interesting. If post-merger book value is approximately $9.55/share, here’s what different P/B multiples imply: P/B Approx. MITT price 0.60× $5.73 0.70× $6.69 0.75× $7.16 0.80× $7.64 0.85× $8.12 0.90× $8.60 0.95× $9.07 1.00× $9.55 At $6.32, MITT is trading around 0.66× my estimated post-merger book value. So I don’t think the market is giving MITT much credit yet for the acquisition.

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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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  ItsCarRamRod@ItsCarRamRod3d

  $MITT should change the ticker to SH!T instead of MITT

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  Alex Davenport@SteppenwolfofWallStreet3d

  $MITT Buying more with my $IVR divs Friday

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  D@Reddskin3d

  @ItsCarRamRod $MITT far from bankrupt. Not even close. They easily cover their divis. I am sure corporate legal department would love to see you are spreading false information.

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  ItsCarRamRod@ItsCarRamRod3d

  $MITT combining 2 bankrupt companies does not make a profitable one. Lol dead money

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  me@NBI3d

  $MITT Transaction is subject to approval by respective common stockholders of CHMI and MITT, regulatory approvals and other customary closing conditions https://investors.chmireit.com/static-files/2f0fd656-fc7b-45b2-9853-f63196a485d1

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