Lehman Brothers Financial SA (LEHNQ)

[Jimzin]

all great DD this weekend guys! I'm sure I speak for the vast majority of the board in saying Thank you to the fantastic minds we have the privilege of hearing from everyday...

With the recent DD from Cottonisking, would you say it's a slam dunk (99.9998%) that CT's are guaranteed by law and MUST eventually pay out at FV, with all interest due - once the higher classes are "satisfied in full" ($65B settlement)?

If we were to perform a SWOT analysis on the CT's, what would it look like? Maybe the team can all take a stab at populating the items below. I will volunteer to compile the final chart and post it as one document for the board.

Strengths:

Weaknesses:

Opportunities:

Threats:



Cheers!