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Derrick Lilly  

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  • Derrick Lilly
    Tossed in the towel on $TPRFF, that ship can't be righted. Adding to $MLNGF. Low float; volume sucks, but management is top-notch.
    Jan 13, 11:29 AM
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      • Derrick Lilly
        $NADL market cap equal to the price of one new UDW rig...
        11/19/14
        Reply (2)
        • pzm9000: insane right? their price to sale and price to book are both less than 1 right now
          11/19/14
        • harball: need to add net debt; EV is $3.4bn. assume fwd EBITDA to drop 25 - 30%, that's implied multiple of 8 - 8.5x. not a no-brainer.
          11/20/14
          • Derrick Lilly
            Wow. $NADL must be going bankrupt or something. Getting ridiculous.
            11/13/14
            Reply (4)
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            • Stock Joel: I just add a bit more at $4.17. I'm in world of hurt with both $NADL & $SDRL, as long as they don't go bankrupt, I think I can wait it out.
              11/13/14
            • Stock Market Mike: I just got filled on a few $2.50 APR 2015 calls at $0.03 over the current share price, strike+premium. Stock direction is decidedly bearish.
              11/13/14
              • Derrick Lilly
                New $MLNGF coverage by The Mining Report. Shares are thinly traded with Wexford Capital owning 80% http://bit.ly/1s6BwGf $GLD $MUX
                9/17/14
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                  • Derrick Lilly
                    Let me jinx everyone... $SDRL is green today!
                    9/16/14
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                      • Derrick Lilly
                        What's with the pressure on $GPT, $CSG and $LTC
                        9/12/14
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                          • Derrick Lilly
                            WTH $KTOS
                            9/5/14
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                              • Derrick Lilly
                                $MLNGF under $1.10 is a bargain. New coverage from M Partners says BUY - http://bit.ly/1lhOnT3 $MUX $BTG $GG $GLD
                                9/4/14
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                                  • Derrick Lilly
                                    Marlin Gold $MLNGF looking good today despite other miners heading lower. $MUX $BTG $TGD $GG
                                    8/21/14
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                                      • Derrick Lilly
                                        WestMountain Gold $WMTN is a little-known Alaska gold miner with a small float, and big insider ownership. http://bit.ly/1natlkp
                                        8/20/14
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                                          • Derrick Lilly
                                            Marlin Gold $MLNGF gaining more positive coverage on The Gold Report http://bit.ly/1lhOnT3
                                            8/20/14
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                                              • Derrick Lilly
                                                M Partners estimates 70% upside for Klondex Mines $KLNDF http://bit.ly/1napkfC
                                                8/20/14
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                                                  • Derrick Lilly
                                                    $MLNGF needs some coverage. Great story and no trading volume.
                                                    8/19/14
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                                                      • Derrick Lilly
                                                        Trimmed $AJRD, added to $GPT, new positions in $LTC and $CSG in my Roth.
                                                        7/11/14
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                                                          • Derrick Lilly
                                                            Any future predictions for $AJRD?
                                                            7/10/14
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                                                              • Derrick Lilly
                                                                Big update for $MLNGF followers: http://tinyurl.com/ld66juj
                                                                5/29/14
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                                                                  • Derrick Lilly
                                                                    Good read on $KTOS http://bit.ly/1mvyzrk Tempted to take profits, but seems so undervalued....
                                                                    5/29/14
                                                                    Reply (4)
                                                                  • View all 4 replies
                                                                    • Derrick Lilly: I'm holding. May add in the future when earnings visibility becomes clearer though. $KTOS $AJRD and $RTN are my def/aerospace holdings.
                                                                      6/6/14
                                                                    • SDMSF: will look at $AJRD I added another increment %ktos.earnings have been skewed by capex but agree we still need a positive # and outlook
                                                                      6/6/14
                                                                      • Derrick Lilly
                                                                        $KTOS has been on a nice run recently.
                                                                        5/28/14
                                                                        Reply (3)
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                                                                        • Derrick Lilly: Recent insider buy of 200,000 shares, a $9m railgun contract a week ago... haven't seen anything else.
                                                                          5/28/14
                                                                        • SDMSF: short positions are up 7% so don't think it is a short covering rally. look at month chart up from ~7 to 8.60 nice
                                                                          5/28/14
                                                                          • Derrick Lilly
                                                                            Added to $MLNGF. You're buying at Wexford Capital's cost @ $0.11.
                                                                            4/2/14
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                                                                              • Derrick Lilly
                                                                                GoldSilverData offers cautious optimism on $MLNGF http://bit.ly/1l3Gejy
                                                                                3/19/14
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