Replies to post #6429 on Fannie Mae Preferred S (FNMAS)

[littledevils90210]

OT: Sure....I am not going to label the entire history but some facts...also Lehman CTs are on their little run also 200-400% depending where you came in...for most its about that and the earlier folks are more.....


1. They paid off all but 3.8 billion of the POR of 53.8 billionish netted with intercompany transactions..Once paid off Lehman exits BK

2. The most recent payment to the POR was 14 billion slated for today

3. They have at 9 billion plus il liquid assets

4. They own roughly 3.8 billion bucks in stock in two major RE players ER and some ???? from the Archstone Sale

5. Recent intercompany settlements benefited LEHMAN Holdings

6. About 14-20 billion more in intercompany settlement can still occur.

7. 4 CTS....that are trading...ALL hybrid debt and equity-- ALL 25 RV

8. LAMCO Assets

9. Potential DTAs...this I don't quite agree but cant rule out 100%

10. Divy fantasy play ----IMO CTs see no divies...but some think there will be.

10 points good enough for you for now...others can fill in.