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全部话题 - 话题: dried
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s****h
发帖数: 3979
1
market cap的数据不对。它动不动rs,金融网站很可能某个数据没有及时更新。
DRYS真是搞笑,不知道我理解的对不对。
Known fact:
DRYS最近买了一艘Very Large Gas Carriers,6月交货,还准备买另外三艘。交货期分
别是9月,10月,12月。每艘价格是$83.5M。
每艘船今后5-10年的合同都签好了。
Unknown fact:
原来是谁预订的这些船?为什么原来的买家不买了?现在的价格是否合理?合同价值多
少?造船周期多长?
Guess:
DRYS,船厂,两次各投资$200M的Kalani investment其实都是一体的。
原买家已经交了头款,交不上尾款,这几艘船成了烂尾船。现在船和合同的市场价格低
于(可能远低于)$83.5M一艘。
船厂拿下原买家的头款/违约金。然后这单生意肯定是赔了,轮到DRYS出来擦屁股。
Kalani investment拿出的$400M,终究还是要拿回去的。若干时间以后,Kalani
investment认为DRYS还是会比$400M高。(起码比$400M - commission fee - 造船生意
赔钱总数... 阅读全帖
l***n
发帖数: 812
2
来自主题: Stock版 - 关于DRYS
看到有人问,写写看法。
谈DRYS,就必须要提到它的两块业务,和最近的事件
1,Dry bulk shipping市场不容乐观,2011年新船下海会是已有船只的23.3%,2012年
是17.7%,这对BDI压力很大,需求上虽然中国进口也在增加但是远没有供应方增加的快
。这块大概2年内都不会有太大起色。
2,Drilling 这是DRYS最近两年唯一的看点,最近该签的合同都签了,只有2011年9月
下海的Mykonos还没有合同,签合同问题应该不大,但是消息出来应该还有段日子(个
人猜测在4月份左右,根据是以往签合同与新船Deliever的时间差,同时Drilling市场
比较乐观)。这块最近2-3个月应该不会有更好的消息出来了。所以,股价向上的空间
不大。
3, 最近的事件就是指向Tanker转型啦。
弊大于利,因为Tanker虽然没有干货shipping那么紧张,但是也处于供应上升期,船只
数量粗算下来未来两年增加24%(这点是我以前没有看到的)。先不说Tanker和
Drilling是否存在Synergy,单从供求来看不理想。
此外就是负债了,买12个tankers的除了dril... 阅读全帖
l***n
发帖数: 812
3
看到有人在问,上来说两句:
1, drilling business没有太大问题,上面有人说明年翻倍,我没有看到过这样的数
据。这是我还持有一些drys的唯一原因。
2, dry bulking shipping business:以前发文说过了,供应量增长太大,没有翻番
那么夸张,但是10-12年增加量是09年供应量的45%左右(数据来自drys,prgn的ER
call script),这一块至少在12年初之前不会有太大起色。
3, 这家公司在大家都deleverage的时候leverage,逆其道而行,而且debt很多是
float interest,interest payment未来就要命了。
4, ocean rig应该是在挪威上市,我没有听到说在NASDAQ上市的消息,有没有朋友可
以确认一下信息来源?我注册了drys的investor relationship的email notification
,这样的消息我怎么没有收到?我一直在赌IPO。
比较幸运的是,我在去年底大大减少了drys的持有量,躲过了YTD loss。我对DRYS的管
理层比较失望,所以即便现在很便宜... 阅读全帖
r*m
发帖数: 16380
4
DRYS已经不再是DRYS了。
先是深海蛙油的部分分出去,但那个基本就值目前DRYS的市值了。(最近暴涨的原因)
立马,又宣布买入10条油轮,高调进入油轮市场。
经济危机把DRYS从130打到3,居然DRYS规模丝毫没有缩小,相反还越高越大,反复发新
股把更多的人拉上船(拉下水)。
所以,DRYS值多少我算不出来,但绝对有的炒。只要MM愿意,炒到10块20块我看都行。
w*******y
发帖数: 60932
5
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some have more than one color.
Save 15% off with code POLYKIDS. Shipping is $0.99 per item or free on
orders over $75.
Nike Principle Dri-FIT Sports Bra:
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now $12.00 (after coupon: $10.20)
original $30.00
Nike Dri-FIT Classic Performance Top:
http://www.kohls.com/kohlsStore/landingpages/new_adidas/apparel DriFIT Classic Performanc... 阅读全帖
g********4
发帖数: 4959
6
第三点不对。25m是用来买股票的钱不是股票数,它卖出ipo时获利500m,如以同样的价
回购,它只能买回卖出股数的5%(不计commission)。
"3.回购的量差不多是卖出的量(25 mill)"
发信人: lucan (采菊东篱者), 信区: Stock
标 题: Re: DRYS purchase back 会对它的股价有何影响?
发信站: BBS 未名空间站 (Thu Dec 23 11:47:34 2010, 美东)
细读回购的条款,
1, 最高回购价是卖出价
2, 管理层有最终决定权,买还是不买
3, 回购的量差不多是卖出的量(25 mill)
我的理解是,DRYS卖掉22%左右drilling股份是不得已,需要钱买新的钻井船,但是他
们希望在现金流改善的情况下,把售出的股份买回来。因为随着他们有更多的钻井合同
,银行会更愿意提供贷款,或者说更有“诚意”贷款。
我的观点:买股份的那帮人也不是白痴,经济变好了,或者Drys的合同多了,他们为什
么还要卖股份(不排除个人现金约束不同)。所以,我觉得大多数股票应该是不会被回
购回来的。DRYS更多地,是给市场一个gesture... 阅读全帖
l***n
发帖数: 812
7
Drys自2011年第三季度以来签下和若干合同,对股价的影响是有目共睹的,我自己持有
Drys的不少股票,因此也花了不少时间跟踪,准备了一些Drys合同的信息。如果你对
DRYS有兴趣,又比较严肃地考虑过购买其股票,欢迎和我联系。由于搜集这些信息花费
了不少时间和精力,因此这些合同的信息售价50伪币,同时赠送Ultra Deep Water(UDW
)两个海上钻井平台(Semi Submersible)合同历史。
合同信息是以Excel的格式提供的,合同历史是以PDF的格式提供的。
童叟无欺,下面是一个样板。
Fleet Name Leiv Eiriksson
Type Semi submersible
Delivery 2001
Generation 5th
Contract Current Employer Petrobras
Intent N/A
Signing 2011.01.04
Start 2011Q2
Duration (days) 180
... 阅读全帖
k****r
发帖数: 456
8
来自主题: Stock版 - Comparing GNK to DRYS
Comparing GNK to DRYS
“Genco has 1.53 Billion in debt, DRYS has 5.3 Billion in debt.
Why all the hype abou the Genco debt when the DRYS debt is 5 times more?
DRYS has 42 boats in their fleet and Genco has 53 boats in their fleet.
So why is everyone screaming about the Genco debt when Drys has less boats
and more debt?”
对吗?
w*******y
发帖数: 60932
9
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http://www.amazon.com/Regular-Unscented-Dri-Liners-100-Count/dp
$4.57
60-ct Always Extra Long Plus with Odor Lock Dri-liners:
http://www.amazon.com/Always-Extra-Long-Dri-liners-60-Count/dp/
$5.44
clip the coupon and checkout via s&s
e*****n
发帖数: 286
10
来自主题: NextGeneration版 - 求推荐baby bottle drying rack
在网上看了几款baby bottle drying rack,比如baby bottle drying rack,Dr.
Brown's Drying Rack,Dr. Brown's Universal Drying Rack。每一款都有说好,有说
不好的。没什么经验,看过review后,完全不知道该买什么样的。版上的妈妈们推荐下
吧。任何牌子的都可以,只要好用。谢谢。
q********u
发帖数: 15519
11
DRYS这一回来真刀实枪拼死上涨啦?
胡祈狗想?
DRYS目标价格不可能仅仅是七块钱啊?
石油价格可能要超过一百?DRYS最赚钱的不就是深水钻井船吗?
干船利好不断?
DRYS半年内超越十元?
l***n
发帖数: 812
12
来自主题: Stock版 - DRYS还是挺让人surprise的
the value of a company does not change just because you sold a part of it.
The perception does. the private placement is a catalyst to let market re-
estimate Drys's value. simply put 500 million ~ 20% of drilling business,
then 2 billion ~ the rest 80%, which is already higher than drys current
market value. don't forget about its drybulk shipping business.
even including the margin of safety that investors may require, it is very
likely that drys will go up to it next resistant level, which is... 阅读全帖
l***n
发帖数: 812
13
细读回购的条款,
1, 最高回购价是卖出价
2, 管理层有最终决定权,买还是不买
3, 回购的量是卖出量的5%左右($25 mill)
我的理解是,DRYS卖掉22%左右drilling股份是不得已,需要钱买新的钻井船,但是他
们希望在现金流改善的情况下,把售出的股份买回来。因为随着他们有更多的钻井合同
,银行会更愿意提供贷款,或者说更有“诚意”贷款。
我的观点:买股份的那帮人也不是白痴,经济变好了,或者Drys的合同多了,他们为什
么还要卖股份(不排除个人现金约束不同)。所以,我觉得大多数股票应该是不会被回
购回来的。DRYS更多地,是给市场一个gesture,表现出他们对未来的信心。
声明:本人持有DRYS股票。
l***n
发帖数: 812
14
来自主题: Stock版 - DRYS is getting into tanker business
I agree with you on the tanker business. however, I think it is a good play
on the oil part. I see oil price keep climbing in the next few years.
I don't have the info to really evaluate Drys's value. I don't think those
analysts do either. So it will introduce more variables in its pricing. you
will see analysts' opinion diverge.
Drys management is smart enough to position themselves in finance market by
claiming potential future IPO in both drilling and tanker business. I
believe all the buy ... 阅读全帖
l***n
发帖数: 812
15
来自主题: Stock版 - drys的downgrade意味着什么?
BDI指数和Drys股价之间关系不大,coeff小于0.2
Drys做长期合同,BDI只是spot market price。
我个人觉得market处于高点,对Drys的pressure很大。另外投资者对Drys进入Tanker的
不乐观,认为该Deleverage的时候却leverage。也有朋友说这是对管理层信息不足造成
的。
s******y
发帖数: 375
16
本着健康饮食的原则,给主子买了freeze dried猫粮。可是。。。
第一天猫粮泡水,主子一点兴趣没有。。。
第二天我把freeze dried当干粮喂,主子表示很喜欢,猫奴很开心,想着进到胃里面一
样会被泡开的,所以外面加水里面加水效果应该差不多的。可是。。。
这样吃了两天,主子的bb变成白色的了。。。白色的。。。白色的。。。而且非常干燥
,白色的里面看上去是没有消化的絮状物,看不出来是不是freeze dried干粮。。。
我怕继续这样喂她会便秘啊。。。
所以爬上来请教大家,freeze dried的猫粮我能不泡水当干粮喂嘛?
另,这样喂很贵啊。。。估计两周能吃一袋子。。。日均消费水平蹭的一下子高大上了
。。。。。
w*******y
发帖数: 60932
17
I saw this for $5.11 with Store Pick Up. YMMV. (You can do the Browser/Tab
trick described in other threads.)
Expandable Folding Rack
Expandable drying rack provides up to 23-1/2 ft, of energy saving drying
space
9 rods telescope from 20" to 34-1/2" for extra drying space when needed and
includes a removable mesh drying shelf
Sturdy, satin silver powder coat painted steel frame and rods; folds for
compact storage when not in use
Set-up size: 20" -34-1/2"W x 34-1/2"H x 24-1/2" D
Link:
http://www.... 阅读全帖
y*****l
发帖数: 5997
18
来自主题: _pennystock版 - Re: 关于DRYS (转载)
【 以下文字转载自 Stock 讨论区 】
发信人: lucan (采菊东篱者), 信区: Stock
标 题: Re: 关于DRYS
发信站: BBS 未名空间站 (Thu Jan 27 11:00:28 2011, 美东)
我手里已经有一些Drys了,去年底没有卖掉的。不过trading是我的弱项,所以谨慎点
没坏处。我在看一些TA的indicator,似乎Drys还没有到超卖的地步。
你说的对,合理价位是相对的。我看大盘还是偏高,最近所谓的调整都是小打小闹的样
子。所以我没有信心让大部队前进。
至于好股推荐么,我不推荐股票,因为每个人的risk/reward都不一样,所以你看有人
抱着AAPL, CAT就很高兴了,而有些人在玩LDK,MY这样的股票。投资的策略和投资者的
性格,需求,长项都是有关系的。
今天NOK跌了个3%就有人开始骂人,哇,我当时手里那个WNR, LVS,上上下下10%,一
天啊,我要是当时推荐了WNR,还不被人抄家了,嘿嘿。
不过既然兄台问起,我也不可以当作没听到,我在观察的几个股票:
Sector Turnaround Bet
PRGN, DRYS:唯一的... 阅读全帖
y*****l
发帖数: 5997
19
来自主题: _pennystock版 - Re: 关于DRYS (转载)
【 以下文字转载自 Stock 讨论区 】
发信人: lucan (采菊东篱者), 信区: Stock
标 题: Re: 关于DRYS
发信站: BBS 未名空间站 (Thu Jan 27 11:00:28 2011, 美东)
我手里已经有一些Drys了,去年底没有卖掉的。不过trading是我的弱项,所以谨慎点
没坏处。我在看一些TA的indicator,似乎Drys还没有到超卖的地步。
你说的对,合理价位是相对的。我看大盘还是偏高,最近所谓的调整都是小打小闹的样
子。所以我没有信心让大部队前进。
至于好股推荐么,我不推荐股票,因为每个人的risk/reward都不一样,所以你看有人
抱着AAPL, CAT就很高兴了,而有些人在玩LDK,MY这样的股票。投资的策略和投资者的
性格,需求,长项都是有关系的。
今天NOK跌了个3%就有人开始骂人,哇,我当时手里那个WNR, LVS,上上下下10%,一
天啊,我要是当时推荐了WNR,还不被人抄家了,嘿嘿。
不过既然兄台问起,我也不可以当作没听到,我在观察的几个股票:
Sector Turnaround Bet
PRGN, DRYS:唯一的... 阅读全帖
x*****u
发帖数: 198
20
来自主题: Stock版 - 事实证明,Drys不是烂股
基本上所有的烂股都飙了,UAUA,LVS等等,飙很多倍
只有Drys稳如泰山,所有,Drys是个贱股
可惜了我3块多卖了UAUA买了这个贱比
狗日的Drys
w****u
发帖数: 172
21
来自主题: Stock版 - 大夫,DRYS泄了???
DryShips Inc. NASDAQ:DRYS
DryShips Inc. is a holding company. The Company is engaged in the ocean
transportation services of drybulk cargoes worldwide through the ownership
and
operation of the drybulk carrier vessels and deepwater drilling rig services
. The
company’s percentage change gained by 3.50% closed at $4.73 with the total
traded
volume of 17.08 million shares. Its net profit margin was 6.12% and its 50d
average
price was 4.41.
Based on the analyst consensus figures, it looks like most... 阅读全帖
r*m
发帖数: 16380
22
for DRYS, it's my fault.
I bought DRYS last Friday. Clearly my negative influence is stronger than
Lexian's positive magic. DRYS will fly after I sell.
n******n
发帖数: 12088
23
来自主题: Stock版 - DRYS和LDK还真是哥俩好
雅虎看来的:
People viewing DRYS also viewed: NM LDK DSX TBSI EXM OCNF
后四个和DRYS是一个板块的,不奇怪。LDK按理和DRYS八杆子打不着,难道都是买卖提
青蛙们干的?
g********4
发帖数: 4959
24
来自主题: Stock版 - 买入CSCO和DRYS
Why do you think DRYS is good and worth to hold even it had broken your stop
level?
发信人: volumeisall (Volume tells everything), 信区: Stock
标 题: Re: 买入CSCO和DRYS
发信站: BBS 未名空间站 (Wed Dec 22 10:33:53 2010, 美东)
CSCO19。54出了。它新低其实不太可能,19。5左右基本上就稳住了。但是太猪了。回
20+是迟早的事,就象ADBE。但是我不想等了。在大盘如此生猛海鲜的情况下两周还没
有突破,只能说这次选错了。而且进价的确是高了。稍微耐心一点,完全有机会在19。
5-19。6进的。
油工说得对,机会成本也要考虑。因为CSCO,我错过了MON,稍有可惜。
DRYS继续持有。密切观察能否守住5。8-5。9一线。这个股我实在有点舍不得扔,虽然
到了我的警戒线。
g********4
发帖数: 4959
25
来自主题: Stock版 - 买入CSCO和DRYS
这种分析最不靠谱了。
发信人: volumeisall (Volume tells everything), 信区: Stock
标 题: Re: 买入CSCO和DRYS
发信站: BBS 未名空间站 (Wed Dec 22 15:56:08 2010, 美东)
船股公司相对业务比较单一。说白了,就是个运输东西赚点运费的。有几条船,每天
收多少租费,因为大部分都是长期合同,所以能一个季度多少营收,都比较清楚。
主要的风险就是买船的贷款,折旧,外加船租不出去的问题。
DRYS一年盈利过$1。如果石油能上$100,钻井这块能卖出个比较好的价钱,那资金
周转没有问题,应该不用太担心。
当然股市以赚到钱没有为准绳。再好的公司也有风险。目前DRYS上我是错的,还在学
习中。我的策略是第一时间追涨,看来还有好多改进之处。
l***n
发帖数: 812
26
来自主题: Stock版 - 关于DRYS
我手里已经有一些Drys了,去年底没有卖掉的。不过trading是我的弱项,所以谨慎点
没坏处。我在看一些TA的indicator,似乎Drys还没有到超卖的地步。
你说的对,合理价位是相对的。我看大盘还是偏高,最近所谓的调整都是小打小闹的样
子。所以我没有信心让大部队前进。
至于好股推荐么,我不推荐股票,因为每个人的risk/reward都不一样,所以你看有人
抱着AAPL, CAT就很高兴了,而有些人在玩LDK,MY这样的股票。投资的策略和投资者的
性格,需求,长项都是有关系的。
今天NOK跌了个3%就有人开始骂人,哇,我当时手里那个WNR, LVS,上上下下10%,一
天啊,我要是当时推荐了WNR,还不被人抄家了,嘿嘿。
不过既然兄台问起,我也不可以当作没听到,我在观察的几个股票:
Sector Turnaround Bet
PRGN, DRYS:唯一的突破点就是亚洲对Commodity的需求复苏,并且澳洲的洪水问题处
理好。
Company Turnaround Bet
S, AMD, EK: 都各自有非常明显的问题,Sprint流失客户,没有苹果的产品,4G网络的
竞争加剧,... 阅读全帖
l***n
发帖数: 812
27
来自主题: Stock版 - 关于DRYS
我不是很清楚Drys发行了多少股票,不过我知道他们做了ATM offering,可以看看
Price to book ratio就可以比较客观地看看equity稀释的情况,目前是0.5X, 我觉得
问题倒不是很大。
稀释股权的确是比较让人沮丧的事情,但是重要的是看他们发行新股来的钱怎么花了,
入股长期来看提升equity value还是好的。
DRYS处于一个转型期,需要钱啊,虽然很多分析师对其管理层这方面的能力不是很看好
,但是我觉得如果能挺过这一段bumpy road,未来是不错的。我近期的concern是目前
管理层要如何finance tanker business,而且tanker ships最近供应量增加的也挺多
,真希望Drys可以悠着点来啊。
g********4
发帖数: 4959
28
来自主题: Stock版 - 关于DRYS
走在上班的路上我在想是否买买提把drys给提起来的这个问题。说不定是因为这个帖子
哦!
发信人: rim (可乐会捂帮帮主), 信区: Stock
标 题: Re: 关于DRYS
发信站: BBS 未名空间站 (Fri Jan 28 11:42:13 2011, 美东)
today is pretty cool.
the market is down big, but DRYS and PRGN wake up, despite the still falling
BDI.
o********e
发帖数: 15
29
来自主题: Stock版 - Call DRYS ER
DryShips Inc. (NASDAQ: DRYS) reports Wednesday after the close of trading.
Read more: Next Week’s Top Earnings on Deck (DRYS, GES, FDX, LULU, LDK, NKE
) - 24/7 Wall St. http://247wallst.com/2011/03/11/next-weeks-top-earnings-on-deck-drys-ges-fdx-lulu-ldk-nke/#ixzz1GbdnoawA
H******e
发帖数: 4682
30
来自主题: Stock版 - All in DRI
I have peace holding DRI, mainly because:
1. Whenever I go to its Olive Garden
restaurant, it always has very good business.
2. Compare with CMG, CMG operates 1230 fast food restaurant, have market
capitalization of $10.0B, P/E ratio to be 36.3x, dividend rate to be 0; DRI
operates 1961 restaurants fine dine-in restaurants, has market
capitalization of $6.1B, P/E ratio to be 13.5x, dividend rate to be 4.23%.
3. Its stock price just had a big drop on 12/4/2013, mainly it is because
its buying Yar... 阅读全帖
H******e
发帖数: 4682
31
来自主题: Stock版 - All in DRI
I have peace holding DRI, mainly because:
1. Whenever I go to its Olive Garden
restaurant, it always has very good business.
2. Compare with CMG, CMG operates 1230 fast food restaurant, have market
capitalization of $10.0B, P/E ratio to be 36.3x, dividend rate to be 0; DRI
operates 1961 restaurants fine dine-in restaurants, has market
capitalization of $6.1B, P/E ratio to be 13.5x, dividend rate to be 4.23%.
3. Its stock price just had a big drop on 12/4/2013, mainly it is because
its buying Yar... 阅读全帖
e*******2
发帖数: 223
32
来自主题: Stock版 - 说说znga和drys
znga是我去年夏天开始炒股的第一支,跟drys一起。交易了很多次在这两只股票上,都
是在涨了以后卖出的。有幸赶上znga今年年初的gap up,但是很快就卖出了,就没有再
进。drys一直还在play。
znga gapup后又不少严肃的基金进入,在4.5左右的,他们是觉定要把这支股票pump up
起来的。有很大嫌疑znga在er之前跟这帮人打好招呼,所以股价大跌了一把。ceo的
guidance也不好,现在看来都是为mm低价进货的铺垫。这种赤裸裸的勾结又何尝不是花
街的常事。不管如何这支股票在下次er之前还是看涨的,如果大市正常的话。
drys有offshore drill的支持,所以不怕wipe out:)。但是上涨的空间也不大,而且
机构对它不是很感兴趣,小量交易还是挺适合短期的。3块6左右进,4块左右出。这几
天冲过了4块也没带量,所以看不清形势。anyway这是支不会让你觉得无聊的股票!
e*******2
发帖数: 223
33
来自主题: Stock版 - 说说znga和drys
znga是我去年夏天开始炒股的第一支,跟drys一起。交易了很多次在这两只股票上,都
是在涨了以后卖出的。有幸赶上znga今年年初的gap up,但是很快就卖出了,就没有再
进。drys一直还在play。
znga gapup后又不少严肃的基金进入,在4.5左右的,他们是觉定要把这支股票pump up
起来的。有很大嫌疑znga在er之前跟这帮人打好招呼,所以股价大跌了一把。ceo的
guidance也不好,现在看来都是为mm低价进货的铺垫。这种赤裸裸的勾结又何尝不是花
街的常事。不管如何这支股票在下次er之前还是看涨的,如果大市正常的话。
drys有offshore drill的支持,所以不怕wipe out:)。但是上涨的空间也不大,而且
机构对它不是很感兴趣,小量交易还是挺适合短期的。3块6左右进,4块左右出。这几
天冲过了4块也没带量,所以看不清形势。anyway这是支不会让你觉得无聊的股票!
a*****1
发帖数: 3134
34
Is it possible that Rig is at the early stage of DRYS.
I can imaging that several years ago when DRYS were still at double digit,
the Debt/eq would be similar. I think Rig is quickly deteriorating.
Do you have the historical debt/eq or debt/Ebitda for drys?
m****r
发帖数: 5435
35
来自主题: Stock版 - TA对drys没用了吧?

嗯。我drys做的真的很烂。我喜欢干船sector有一段时间了,刚开始基本上是进FA好的
。后来一些junk 反而涨的更疯,我也就动心了。然后drys在动,前一段时间跳了好几
次,我以为这次也会跳几次,所以就没有及时出局,没想到这次全军覆没。
我因为水平还很差,所以基本集中做几个sector,但每个sector会进好多股,每个股资
金一般不大,所以drys这样的惨败并没有对我的阿康造成多少影响。不过,我这样不敢
重仓,害处也不小,就是看对了也挣不来多少。我总是希望等我对自己更有信心的时候
(水平高了以后)会加大仓位。
我正在逐步摸索股性,提高胜率。
我师傅的确是顶级高手,炒作手法,心理承受力,人品心性都是一等。我很幸运有他做
师傅。争取早日做出点成绩。
我也喜欢聊天,有时候啊,很多时候别人不经意的一句话可能就点醒了你。我在古板也
是受益良多。当然和你一起和老马鸡汤打架也很好玩。 :)
b*d
发帖数: 3069
36
Kalani Investments Limited只要一直short DRYS就行了,最后DRYS会dilute到一文不
值。
DRYS的CEO和kalani investiments这些人都太垃圾了
奇怪这种death spiral financing竟然合法,SEC也不管。
m*********a
发帖数: 3299
37
来自主题: Stock版 - DRYS
No drys is not worst.
Another greece shipper NEWL did the same
max stock price $8 billions, now 0 and delisted not trading any more by
Nasdaq.
Same fraud. NEWL CEO get all the company.
Just remember, Drys CEO hold 7900 special shares, each one can convert to
100, 000 common shares. Those shares can not be diluted and when delisted,
the CEO own all the company. Delist is the goal of drys when share price is
0. So next year CEO want to do 1:1,000,000 reverse split to make stock share
to 0 and own ... 阅读全帖
d********f
发帖数: 43471
38
来自主题: Joke版 - 给有DRYS的人打打气 (转载)
【 以下文字转载自 Stock 讨论区 】
发信人: mif12345 (mitbbs111), 信区: Stock
标 题: 给有DRYS的人打打气
发信站: BBS 未名空间站 (Tue Jan 24 22:30:20 2017, 美东)
https://www.sec.gov/Archives/edgar/data/1308858/000091957417000684/d7390524a
_6k.htm
如果Kalani Investments Limited (the "Investor")就是庄家的话,那么庄家的成本
是高于$8的。
没有DRYS的建议别碰,有DRYS的没必要慌张。
YMYD
w*******y
发帖数: 60932
39
Amazon has Brother's All- Natural Freeze Dried Fruit varieties on sale this
month for 25% off. This is the lowest price I have ever seen on these for
the individual flavors (Costco sells a variety pack of 144 bags that is $99.
99 but you can't choose your flavors!)
The ingredients in these are simple: fruit. There is nothing else added --
no additional sugars / HFCS.. just the fruit on the package in a freeze
dried form!
Use Subscribe & Save and add coupon "BROTHERS" at checkout to receive the 2... 阅读全帖
s****e
发帖数: 68
40
来自主题: Food版 - Korea Dried Pollack
I bought a bag of dried pollack the other day, but have no idea how to eat
them... google it and made some korean soup following the instruction, but
it does not taste that well at all.
anyone know how to eat those dried fish? there are lot of similar stuff in
Korean grocery stores. had hoped it might taste like 鱼片, but there is no
any taste for those at all...
t****y
发帖数: 576
41
来自主题: NextGeneration版 - 请推荐drying rack
原来有一个,但发现不够用,一天下来,几个奶瓶,加上breast pump的附件,storage
bottle,准备买个大的,在amzon上看到这个lawn drying rack,review不错,好像也
够大,不够有点小贵。不知道有没有jm用过,或者有其他更好的推荐,先谢了!
http://www.amazon.com/Boon-Countertop-Drying-Spring-Green/dp/B0
m*****i
发帖数: 4342
42
来自主题: Stock版 - DRYS 有人写个综述没有?
The biggest problem for DRYS is not on the Dry shipping side.
They ordered two drilling rigs(It costs billion each). So far, they don't
have the financing and could not secure the leasing.
They were thinking about IPO for the drilling division but then BP, no
possiblity for IPO in the near future.
So the survival is in doubt for DRYS. if they can secure the lease even with
lower rate, they will survive.
s*******e
发帖数: 432
43
来自主题: Stock版 - drys, 有人关注吗?
1. BDI index finally start to rebound from its 1700 low.However
macroeconomic trend seems point to a conclusion on that BDI's rebound may
just be a rebound in stead of bottoming.
2. BP finally cap the well, so the risk on drys' deep water drilling sectors
seems decreased. But big uncertainty still remains.
So, i believe this will just a rebound for this drys, not a bottoming
l********i
发帖数: 426
44
来自主题: Stock版 - CAAS, DRYS, SIRI etc.
大夫英明!F呢?准备加仓CAAS.
DRYS爆了的话EXM也会爆吧?EXM一支Performed比DRYS好啊?!
L****n
发帖数: 12932
45
来自主题: Stock版 - CAAS, DRYS, SIRI etc.

don't like EXM as much. like i said, i like drys here because their oil rigs
. those had been big problem for it because the debt incurred. now the deep
sea drilling sector is looking up (check rig etc.) Drys will have better
chance looking for finance or may be unload it. news like that can send it
up 30%.
f****e
发帖数: 227
46
来自主题: Stock版 - SIRI 出了, 加 DRYS, CAAS.
Hi 大夫, First time follower of your picks. Bought 2000 shares DRYS at $4.66. Not
sure what to do now. Heard from npr this morning that diesel sales
increased by 9% - indicating commercial activity increase. Is this a
potentially good news for DRYS?
l***n
发帖数: 812
47
来自主题: Stock版 - DRYS是beat了么
QE2 is practically printing money to save the credit market. the devaluation
of US dollar would drive the commodity price up, which already happened.
oil price went up to the level can support margin in costly ultra deep water
drilling. hence more contract at better rates for drys.
however, ppl started to talk about fed's role to battle inflation and it may
jeopardize QE2's execution. in addition, other part of the world, say China
, started to fight with inflation already, a heads-up to the fed... 阅读全帖
l***n
发帖数: 812
48
来自主题: Stock版 - my humble opinion on DRYS
the most recent 10-Q will serve as a catalyst to let market re-evalue its
drilling business.
term contracts in 2011 minimize volatility in its dry bulk business. Clearly
, DRYS is trying hard to move from overly-supplied dry bulk to deep water
drilling. Investors will pay for this good selling point while oil price
stays firmly above $80. Given the FED's commitment on QE2 and recently
troubled financial sector, it is not difficult for oil to stay above $80.
The next catalyst is a contract for th... 阅读全帖
l***n
发帖数: 812
49
来自主题: Stock版 - my humble opinion on DRYS
A good question. What I can say is: the next two years are different from
the past two.
Last two year, DRYS performance was lagged due to world over supply in its
dry bulk business. As I mentioned in my previous post, it is in a transition
to drilling business.
In the past two years, DRYS only had two semi-submersible drilling rigs. In
the next two years, it will have another 4 drilling ships.
As I said, the good selling point is its drilling business. As to Greece
sovereign debt situation, I be... 阅读全帖
P*B
发帖数: 2876
50
来自主题: Stock版 - drys nov5.50的靠竟然没变废纸
drys被call走一大半,but drys周五收盘5.49
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