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LuckyPanda

02/20/20 7:52 PM

#613220 RE: MONICALAW #613218

Monica, I am not going to speculate north of $86B. If it happens, icing on the cake. I will be happy with Dr A's $86B conservative estimate. I think $40B is the minimum if the MBS did not perform to spec but I dont think that's the case. DB tried to sue JPM for put back claims and in the end they ended up giving $650M more to JPM...so I think the MBS are performing to spec or even better.

My point earlier to HM was that it was unreasonable to argue the insitutional investors in class 17 and 19 would just simply give up without a fight, for a minimum $20B claim...Or assume that the 95% A rated Wamu portfolio suddenly defaulted to a complete loss and none of the class 17 or 19 institutional investors challenged the default in court...or if it was simply gifted to JPM.

My point being is that no one will accept a $20B claim loss without a fight in court.

austin01

02/20/20 8:14 PM

#613227 RE: MONICALAW #613218

MONICALAW, are you saying that you feel there are $600 billions PLUS coming to "P interests and Class 22" escrows?

newflow

02/20/20 10:39 PM

#613237 RE: MONICALAW #613218

NO MORE REPORTS GONE DARK ALREADY,MONICA.

LexTrader

02/21/20 6:54 AM

#613262 RE: MONICALAW #613218

Proof? Link? Document?

hold2wm

02/22/20 5:26 PM

#613504 RE: MONICALAW #613218

Hi Monica,

Do you have an estimate on the lien amount:

"Our Escrow value ie WMILT $= $210 b from Loans+307 b PA+ All the P interests and Class 22 divy accumulated = $600 Billions PLUS, which Mr. KOSTUROS and Deutsche Bank , Should and DO have Attached LIENS on JPM and FDIC.....BTW: WMILT Reports financial Reports once a Year which is still legal....NOW End of March LT's Report and DB's Reports are ALL DUE and Considered Done....Best"