Dryship (DRYS) la matricola dalle uova d'oro

  • Ecco la 60° Edizione del settimanale "Le opportunità di Borsa" dedicato ai consulenti finanziari ed esperti di borsa.

    Questa settimana abbiamo assistito a nuovi record assoluti in Europa e a Wall Street. Il tutto, dopo una ottava che ha visto il susseguirsi di riunioni di banche centrali. Lunedì la Bank of Japan (BoJ) ha alzato i tassi per la prima volta dal 2007, mettendo fine all’era del costo del denaro negativo e al controllo della curva dei rendimenti. Mercoledì la Federal Reserve (Fed) ha confermato i tassi nel range 5,25%-5,50%, mentre i “dots”, le proiezioni dei funzionari sul costo del denaro, indicano sempre tre tagli nel corso del 2024. Il Fomc ha anche discusso in merito ad un possibile rallentamento del ritmo di riduzione del portafoglio titoli. Ieri la Bank of England (BoE) ha lasciato i tassi di interesse invariati al 5,25%. Per continuare a leggere visita il link

simulpaolo

Gold is money
Registrato
26/11/00
Messaggi
22.571
Punti reazioni
524
Mi spiace non aver fatto in tempo a segnalarvi questo che secondo me è un gioiellino. Sono entrato la settimana scorsa a 20,5 e ora ne vale quasi 23. Cmq siamo in odore di correzione quindi cautela.
Il titolo è stato collocato a 18$ all'inizio della settimana passata.
La societa' si occupa di trasporto navale di materie prime, vale 8 volte gli utili, ed ha sede ad Atene.
Ho comprato Dryship perche' intendevo avere in portafoglio qualche titolo del settore trasporti legato alle commodity in modo da diversificare ulteriormente la componente investita in titolo legati alle materie prime.
Avrei poi da segnalare un titolino del settore trasporti niente male che apparentemente non vale una mazza nel senso che è regalato ma mi riservo di seguirlo meglio.



Paolo
 
il buy è scattato sulla rottura della discendente....

OK! OK! OK! OK!

Gian
 

Allegati

  • 002.gif
    002.gif
    25,5 KB · Visite: 3.802
qlke dato x riflettere......

VALUATION MEASURES

Market Cap (intraday): 508.18M
Enterprise Value (11-May-05)³: N/A
Trailing P/E (ttm, intraday): 6.72
Forward P/E (fye 31-Oct-06)¹: 3.05

Income Statement
Revenue (ttm): N/A
Revenue Per Share (ttm): N/A
Revenue Growth (lfy)³: 153.20%
Gross Profit (ttm)²: 46.95M
EBITDA (ttm): N/A
Net Income Avl to Common (ttm): N/A
Diluted EPS (ttm): 2.54
Earnings Growth (lfy)³: 444.10%

Share Statistics
Average Volume (3 month): 283,181
Average Volume (10 day): 194,000
Shares Outstanding: 29.75M
Float: 13.00M
% Held by Insiders: 56.31%
% Held by Institutions: 9.62%
Shares Short (as of 8-Apr-05): 483.00K
Daily Volume (as of 8-Apr-05): N/A
Short Ratio (as of 8-Apr-05): 1.632
Short % of Float (as of 8-Apr-05): 3.72%
Shares Short (prior month): 309.00K

Non so se sembra anche a voi.....ma questa è DAVVERO UNA BOMBA SUPER BUY!!!!!!!!!!!!!! :censored: :censored: :censored: :censored:

Gian
 
Baltic Dry Index (BDI) +2 at 2497

se il bdi gira diventa interessante DRYS come EXM...
 
VERGOGNA, VERGOGNA!!! :D Ma che regalo schifoso mi avete fatto al prezzo di 11$. Superstrong buy con target doppi.



Paolo OK!
 
sembrerebbe tu abbia ragione ma questi dati?? errore?

Total Cash (mrq): 24.96M
Total Cash Per Share (mrq): 0.822
Total Debt (mrq): 549.43M
Total Debt/Equity (mrq): 1.663
Current Ratio (mrq): 0.249
Book Value Per Share (mrq): 10.887

pensavo a debiti per aquisto di navi ma negli ammortamenti non vedo traccia ?????????
Del resto con questi nr qualche ragione per cui ha corretto tanto ci sarà..........................mah non vedo molta trasparenza cmq interessante.
I trasporti marittimi sono in grande fermento già da un paio d'anni e non credo che cambieranno trend nel breve
grazie della segnalazione, vedremo
 
simulpaolo ha scritto:
VERGOGNA, VERGOGNA!!! :D Ma che regalo schifoso mi avete fatto al prezzo di 11$. Superstrong buy con target doppi.



Paolo OK!
Daily Market: This page contains the latest Dry Bulk Shipping News


22 February 2006

Baltic Dry Index (BDI) -124 2668
Spot Rates

As from 03 January the Handymax index is replaced by the Supramax Index
Supramax 52000 DWT instead of 45000 DWT
Also note that no historical numbers are yet available

BCI
(Cape index) BPI
(Panamax index) BSI
(Supramax index)
INDEX 4081
-350
2352
-30
1587
+7

SPOT 4 TCE AVG (USD) 42092
-5321
17834
-260
15967
+69

YESTERDAY (USD) 47413
18094
15898

YEAR AGO (USD) 77428
39237
0



Spot 4 TC Average = The Average Value of the Four Main Shipping Routes applicable for each of the 3 types of Ships
BDI=The Weighted Composite Index of BCI/BPI/BHMI


Beh oggi una brutta giornata per il Baltic Dry index davvero brutta...e la mia Drys fa un -3%... :rolleyes:
 
simulpaolo ha scritto:
VERGOGNA, VERGOGNA!!! :D Ma che regalo schifoso mi avete fatto al prezzo di 11$. Superstrong buy con target doppi.



Paolo OK!

Allora eri un po ottimista :yes: oggi DRYS è in buon rialzo...e si avvicina ai 10 $ e cosa più importante il mercato dei noli fa segnare prezzi in rialzo da due settimane... :yes:
 
Shares Outstanding: 30.35M
Float: 4.59M
% Held by Institutions4: 27.10%
Shares Short (as of 10-May-06)3: 3.92M

quando gli short iniziano a coprirsi i vascelli drys decollano...
 
-zeneize- ha scritto:
Shares Outstanding: 30.35M
Float: 4.59M
% Held by Institutions4: 27.10%
Shares Short (as of 10-May-06)3: 3.92M

quando gli short iniziano a coprirsi i vascelli drys decollano...

:) Sono tutti in forte rialzo TBSI, EXM, DRYS 10,04 $

Shares Short 3,918,283
Days to Cover (Short Ratio) 17.8

Li vedo male questi short se cambia un po il vento...
 
The knight ha scritto:
:) Sono tutti in forte rialzo TBSI, EXM, DRYS 10,04 $

Shares Short 3,918,283
Days to Cover (Short Ratio) 17.8

Li vedo male questi short se cambia un po il vento...

Anche oggi in rialzo il Baltic Dry Index (BDI) +35 2774
Spot Rates...sono diversi giorni che l'indicie sale...DRYS FA UN +2,59 % A 10,30 $...
 
The knight ha scritto:
Anche oggi in rialzo il Baltic Dry Index (BDI) +35 2774
Spot Rates...sono diversi giorni che l'indicie sale...DRYS FA UN +2,59 % A 10,30 $...

Anche oggi in rialzo il Baltic Dry index (BDI) e in forte rialzo DRYS...+ 10 %
dalla mia seganlazione due giorni fa...il timing di entrata era perfetto...ma sembra non interessare a nessuno :rolleyes: peccato... ;)
 
a me interessa , ma ero dentro da prima (in perdita)
 
Drys + 9%
 
il tentativo di motleyfool di far scendere drys sembra fallito
 

Allegati

  • drys.gif
    drys.gif
    13,2 KB · Visite: 421
Sept 25 (Reuters) - Greece's DryShips Inc. (DRYS.O: Quote, Profile, Research) on Monday said it signed contracts to build two panamax drybulk vessels at a Chinese shipyard, each for about $33.25 million.

The company also said it agreed to sell a bulk carrier for $35 million and purchase another bulk carrier for about $40.8 million. (Reporting by Devidutta Tripathy in Bangalore)
 
DryShips Management and Major Shareholders to Increase Shareholding in DryShips
Tuesday October 24, 4:05 pm ET

ATHENS, GREECE--(MARKET WIRE)--Oct 24, 2006 -- DryShips Inc. (NASDAQ:DRYS - News) announced that the Company's Board of Directors today agreed to the request of the Company's major shareholders to reinvest the dividend payment that they are scheduled to receive on Tuesday, October 31, 2006, in DryShips shares. In addition, the Board of Directors also agreed to the request of a company related to the Company's Chairman and Chief Executive Officer George Economou to accept repayment of an outstanding loan together with interest, in DryShips shares.
ADVERTISEMENT

The three major shareholders who will reinvest their dividends in DryShips shares are companies related to Mr. Economou and members of his family or to his former wives and they currently own an aggregate of approximately 15.4 million shares. The dividend, in the amount of $0.20 per share, was declared on September 22, 2006, and is payable on Tuesday, October 31, 2006, to shareholders of record as of September 29, 2006.

As a result of the agreement, an aggregate of $3,080,080 in dividends is expected to be reinvested in DryShips shares by these three shareholders.

The loan from the company related to Mr. Economou represents a seller's credit related to the Company's purchase of the MV Hille Oldendorf as announced on March 28, 2006, and together with interest amounts to $3,327,435.

The price to be paid as consideration for issuance of new DryShips shares will equal the average closing price of DryShips common stock on the Nasdaq Global Market over the 8 trading days ending October 24, 2006.

Mr. George Economou, Chairman and Chief Executive Officer of DryShips, commented: "These agreements approved by the Board of Directors, enabling management to increase its shareholding in DryShips, are a clear indication of our confidence in the Company's prospects and growth potential. Management has the largest stake in DryShips and has not sold any of its shares since the IPO. We believe that our company is strategically positioned to take advantage of the strong drybulk market and to continue driving industry consolidation should accretive opportunities arise."

The shares to be issued in connection with the agreements discussed in this release have not been registered with the Securities and Exchange Commission for resale and are "restricted securities" as that term is defined in SEC rules.
 
DryShips Swings to 3Q Loss
Monday November 20, 5:09 pm ET
DryShips Reverses Course From Year-Ago Profit, Sails Into Loss on Charges, Weaker Rates

NEW YORK (AP) -- Greece-based DryShips Inc., which operates a fleet of dry bulk carriers, on Monday said hefty one-time charges and weaker average charter rates drove it to a third-quarter loss.
The company posted a loss of $9.4 million, or 28 cents per share, compared with earnings of $25.9 million, or 85 cents per share, in the year-earlier period. In the recent quarter, DryShips booked a loss on forward freight agreements totaling $22.5 million and a loss on interest rate swaps totaling $2.4 million.


Excluding those items and other one-time costs, earnings would be $16.7 million, or 50 cents per share.

Revenue rose to $60 million from $59.1 million a year ago.

Analysts surveyed by Thomson Financial expected earnings, excluding items, of 41 cents per share and sales of $58.8 million.

The company's average time charter equivalent rate fell to $20,807 per day from an average of $24,800 daily in the same quarter last year. However, the company operated a slightly larger fleet, running about 30 vessels versus 26 vessels a year ago.

The "time charter equivalent" rate measures the average daily revenue performance of a vessel on a per-voyage basis. The company derives the figure by dividing net voyage revenue by the number of voyage days over a certain period.

Recently higher charter rates and an increased fleet size are expected to drive the company to "marked improvement" in its fourth quarter and 2007 results, DryShips said.

In aftermarket activity shares of DryShips shed 46 cents, or 3.3 percent, at $13.40, after closing up 13 cents in the regular session on the Nasdaq.
 
Indietro