Lehman Brothers Financial SA (LEHNQ)

[highwaymap]

You mean NOLs? We know there will be an entity after Lehman exits bk. That is a fact now. That entity needs assets. And the biggest boost in value is the NOLs with the Trump 2017 tax cuts. That literally added back about 60-70% of tax offset to the NOLs. That is like 35 billion. I believe at the end, there will be more than 50 billion in NOLs for the newly formed investment trust. I also believe there will be other illiquid assets. This will happen after Lehman exists the bk imo.

This has always been a reorg. Liquidation was selected as a subset to force hands and move things along more favorably. No one can deny that now.