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Derrick Lilly

 
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  • Derrick Lilly
    $NADL market cap equal to the price of one new UDW rig...
    Nov 19, 1:04 PM
    Reply (2)
    • pzm9000: insane right? their price to sale and price to book are both less than 1 right now
      Nov 19, 2:51 PM
    • 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.
      Nov 20, 2:03 AM
      • Derrick Lilly
        Wow. $NADL must be going bankrupt or something. Getting ridiculous.
        Nov 13, 12:57 PM
        Reply (4)
      • View all 4 replies
        • 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.
          Nov 13, 3:33 PM
        • 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.
          Nov 13, 4:12 PM
          • Derrick Lilly
            New $MLNGF coverage by The Mining Report. Shares are thinly traded with Wexford Capital owning 80% http://bit.ly/1s6BwGf $GLD $MUX
            Sep 17, 10:55 AM
            Reply
              • Derrick Lilly
                Let me jinx everyone... $SDRL is green today!
                Sep 16, 12:49 PM
                Reply
                  • Derrick Lilly
                    What's with the pressure on $GPT, $CSG and $LTC
                    Sep 12, 11:12 AM
                    Reply
                      • Derrick Lilly
                        WTH $KTOS
                        Sep 5, 1:32 PM
                        Reply
                          • Derrick Lilly
                            $MLNGF under $1.10 is a bargain. New coverage from M Partners says BUY - http://bit.ly/1lhOnT3 $MUX $BTG $GG $GLD
                            Sep 4, 10:49 AM
                            Reply
                              • Derrick Lilly
                                Marlin Gold $MLNGF looking good today despite other miners heading lower. $MUX $BTG $TGD $GG
                                Aug 21, 1:14 PM
                                Reply
                                  • Derrick Lilly
                                    WestMountain Gold $WMTN is a little-known Alaska gold miner with a small float, and big insider ownership. http://bit.ly/1natlkp
                                    Aug 20, 1:11 PM
                                    Reply
                                      • Derrick Lilly
                                        Marlin Gold $MLNGF gaining more positive coverage on The Gold Report http://bit.ly/1lhOnT3
                                        Aug 20, 12:57 PM
                                        Reply
                                          • Derrick Lilly
                                            M Partners estimates 70% upside for Klondex Mines $KLNDF http://bit.ly/1napkfC
                                            Aug 20, 12:53 PM
                                            Reply
                                              • Derrick Lilly
                                                $MLNGF needs some coverage. Great story and no trading volume.
                                                Aug 19, 11:11 AM
                                                Reply
                                                  • Derrick Lilly
                                                    Trimmed $GY, added to $GPT, new positions in $LTC and $CSG in my Roth.
                                                    Jul 11, 11:50 AM
                                                    Reply
                                                      • Derrick Lilly
                                                        Any future predictions for $GY?
                                                        Jul 10, 1:59 PM
                                                        Reply
                                                          • Derrick Lilly
                                                            Big update for $MLNGF followers: http://tinyurl.com/ld66juj
                                                            May 29, 3:37 PM
                                                            Reply
                                                              • Derrick Lilly
                                                                Good read on $KTOS http://bit.ly/1mvyzrk Tempted to take profits, but seems so undervalued....
                                                                May 29, 12:26 PM
                                                                Reply (4)
                                                              • View all 4 replies
                                                                • Derrick Lilly: I'm holding. May add in the future when earnings visibility becomes clearer though. $KTOS $GY and $RTN are my def/aerospace holdings.
                                                                  Jun 6, 10:01 AM
                                                                • SDMSF: will look at $GY I added another increment %ktos.earnings have been skewed by capex but agree we still need a positive # and outlook
                                                                  Jun 6, 10:22 AM
                                                                  • Derrick Lilly
                                                                    $KTOS has been on a nice run recently.
                                                                    May 28, 11:18 AM
                                                                    Reply (3)
                                                                  • View all 3 replies
                                                                    • Derrick Lilly: Recent insider buy of 200,000 shares, a $9m railgun contract a week ago... haven't seen anything else.
                                                                      May 28, 11:35 AM
                                                                    • 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
                                                                      May 28, 12:30 PM
                                                                      • Derrick Lilly
                                                                        Added to $MLNGF. You're buying at Wexford Capital's cost @ $0.11.
                                                                        Apr 2, 11:54 AM
                                                                        Reply
                                                                          • Derrick Lilly
                                                                            GoldSilverData offers cautious optimism on $MLNGF http://bit.ly/1l3Gejy
                                                                            Mar 19, 10:56 AM
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                                                                              • Derrick Lilly
                                                                                Anyone else think $KTOS looks oversold? Conf Call has the future sounding a lot brighter than the initial earnings release.
                                                                                Mar 12, 10:47 AM
                                                                                Reply (1)
                                                                                • ronhallinan: Fidelity has KTOS as a best pick in 2014. That is one of eight picks.
                                                                                  Mar 12, 12:42 PM