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msumak

msumak
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  • Tim Duy: Rate hikes risk tipping U.S. into recession [View news story]
    we will go into a recession because of perception which is much more important then the event itself. Algos strengthen the dollar and the rest follow.
    Aug 13, 2015. 12:59 PM | Likes Like |Link to Comment
  • Pressure on shipping amid China currency reset [View news story]
    The company never traded off ORIGs valuation so even if ORIG goes up I dont expect DRYS to benefit.
    Aug 12, 2015. 06:25 PM | Likes Like |Link to Comment
  • Ocean Rig UDW beats by $0.27, beats on revenue [View news story]
    Is SA going to have the cc transcript
    Aug 9, 2015. 12:51 AM | Likes Like |Link to Comment
  • Ocean Rig Shareholders Get The Shaft (Again) [View article]
    orig stole those shares back from Drys. Only 2 months prior they did a secondary offering at 7 and bought pretty much the entire offering back at a huge discount. The book value now rises and future profits will increase when the drilling industry recovers. Cutting the dividend needed to save 100 million plus a year for debt service costs.
    Jul 31, 2015. 08:21 AM | 6 Likes Like |Link to Comment
  • DryShips' Fundamental Valuation Just Took A Further Dip [View article]
    its orig not rig
    May 22, 2015. 01:40 PM | Likes Like |Link to Comment
  • Ocean Rig's better than expected Q1 helps lift offshore drillers [View news story]
    $ORIG is going to rip higher for the next few months
    May 12, 2015. 04:41 PM | 1 Like Like |Link to Comment
  • GSV's discount to NAV remains above 30%; Twitter stake lowered [View news story]
    buyback insider buying and RIC status will help it close gap
    May 10, 2015. 06:18 PM | Likes Like |Link to Comment
  • Despite recent strength, analysts see more hard times for offshore drillers [View news story]
    look at ORIG. the best pure play UDW driller
    May 1, 2015. 08:19 PM | Likes Like |Link to Comment
  • Firsthand Technology Value Fund Is Worth A Look [View article]
    what are your thoughts on BCC tech firm gsvc. huge stake in twtr
    Apr 23, 2015. 05:46 PM | Likes Like |Link to Comment
  • Offshore drillers still not an attractive value proposition, analyst says [View news story]
    you can't time the bottom but long term some of these drillers are screaming buys. older rigs are being scrapped and new rigs deliveries are being pushed out
    Apr 21, 2015. 01:57 PM | 6 Likes Like |Link to Comment
  • Offshore drillers still not an attractive value proposition, analyst says [View news story]
    ORIG is the best positioned offshore driller and gets hammered every time more than the competitors with an old fleet and rigs not under contract.

    ORIG has the best coverage for 15 and 16 and the newest fleet along with PACD. I love their juicy divy that is currently covered with cash flow. If the industry sucks through 16 then they will have to cut the divy. My only concern is that they wont be able to get debt funding for their remaining rigs on order.
    Apr 21, 2015. 01:14 PM | 2 Likes Like |Link to Comment
  • Tankships IPO Torpedoed By Sale To CEO [View article]
    the majority of debt is Orig's. Drys only has 1.2 billion in debt including tanker orig and abn debt
    Apr 1, 2015. 09:00 AM | 1 Like Like |Link to Comment
  • Ford -3.8% after Feb. U.S. sales miss [View news story]
    all input costs are coming down fast. The higher dollar is a concern but ford makes the money from trucks plain and simple which are ramping higher. stock should be at 22
    Mar 3, 2015. 09:39 AM | 7 Likes Like |Link to Comment
  • Offshore drillers under pressure to scrap rigs at unprecedented pace [View news story]
    ORIG is the best positioned. all new rigs and pure play udw with 87 percent contracted in 15.
    Dec 23, 2014. 08:22 PM | 4 Likes Like |Link to Comment
  • DryShips: What's Happening Here? [View article]
    You must not be that educated in the Oil Service markets because ORIG has Long Term contracts with the majors for 87 percent of their fleet in 2015. I expect them to be 100 percent in operation by the next earnings report and to earn 2.50 a share minimum next year. This down market is actually really great for ORIG because the competitors all have drillships much older and will have to scrap them at 55 dollar oil. Day rates for ORIG ships are holding up fairly well

    http://bit.ly/1uDlaFv

    http://bit.ly/13rJtLy
    Dec 15, 2014. 05:30 PM | 1 Like Like |Link to Comment
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22 Comments
37 Likes