Replies to post #35666 on Lehman Brothers Financial SA (LEHNQ)

[JERSEYHAWG]

Ty jw, your really good reading, deciphering, interpreting. Monies look good for 2014. I mean heck,,,,,doesn't take that much $cratch to sweep the CTs off the table and been done with them.

That's my thoughts to me, darn shame to wait till April 2014. But if that's what it takes to get some loot, so be it.

[stockmojo9]

Thanks, jay dub!

I saw these entries in the 2013+ CFE as well.

Without a list of assets for Non-Debtor Controlled Entities, it is difficult to estimate the quantity & quality of the Cash Flows.

I'll research that document, however, for a definition of Non-Debtor Controlled Entities & Assets.

Nontheless, it seems to be clear it is a subsidiary incorporation that purchased & managed investments of all types and quality with some debtor financing.

If this subsidiary could always be shown to be profitable (i.e.- A > L), then could the Creditors keep it outside the control of the Debtors and off the POR accounting & Balance Sheet?

mojo

[stockmojo9]

How do they get $17.3B?

One asset they are releasing to market has a nominal value of $3B and coupons of $247.5M per year for 54 years.

I'm getting $16.365B on one asset among more than 80+ in a fixed income market that trades 100% - 120%+ of par.

What I've requested is a balance sheet of an Entity not directly managed by LBHI, not just a press release of securities to be sold that may or may not have value.

mojo

[DJN]

That is an awesome post. Thanks for sharing that information with us.

Go Lehman!!!