Have to agree with the bulk of what szaba says. A Credit Suisse...

Have to agree with the bulk of what szaba says.

A Credit Suisse equity analyst has just carried out a theoretical exercise on Santos value based on current prices and it came out negative.
http://www.smh.com.au/business/sant...nt-oil-price-broker-says-20150107-12jahi.html

I wonder what LNC would come out at if the analyst did the same analysis on LNC.
My models suggest that the debt is more than the assets based on current POO and current market conditions.