i***o
发帖数: 778 | 1 After Hours: 5.51 Up 0.32 (6.17%) 4:21PM EST |
B****F
发帖数: 638 | |
a****p
发帖数: 6155 | |
m*****t
发帖数: 1987 | 4 http://www.marketwatch.com/story/dryships-inc-reports-financial-and-operating-results-for-the-third-
quarter-2010-2010-11-17?reflink=MW_news_stmp
【在 i***o 的大作中提到】
: After Hours: 5.51 Up 0.32 (6.17%) 4:21PM EST
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B****F
发帖数: 638 | 5 it was closing at 2.7, the price now it 5.60? |
m*****t
发帖数: 1987 | 6 Closing at 5.19
【在 B****F 的大作中提到】
: it was closing at 2.7, the price now it 5.60?
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d**t
发帖数: 183 | 7 38c vs 25c
【在 i***o 的大作中提到】
: After Hours: 5.51 Up 0.32 (6.17%) 4:21PM EST
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i***o
发帖数: 778 | 8 * Q3 EPS $0.38 vs est $0.25
* Rev up just over 1 pct, eases past estimates
* Long-term contracts help results
* Shares up 5 percent in trading after the bell |
L*****3
发帖数: 922 | |
l***n
发帖数: 812 | 10 not comparable!
the key of Drys's performance is on it's drilling business.
three new building drill ships are to be
contracted. they are going to be delivered in 3,6,9 in 2011. Given the
inevitable QE2 and commodity market soar, it has great chance to contract at
decent rate.
I am a little concerned about QE2 though, given the recent commodity market
slowdown.
【在 L*****3 的大作中提到】
: 看看前两日的PRGN...
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i***o
发帖数: 778 | 11 agree. drys is more like a rig company than a drybulk now.
please explain more about impact from QE2 and commodity market. thanks
at
market
【在 l***n 的大作中提到】
: not comparable!
: the key of Drys's performance is on it's drilling business.
: three new building drill ships are to be
: contracted. they are going to be delivered in 3,6,9 in 2011. Given the
: inevitable QE2 and commodity market soar, it has great chance to contract at
: decent rate.
: I am a little concerned about QE2 though, given the recent commodity market
: slowdown.
|
l***n
发帖数: 812 | 12 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. commodity
had a good run, the question is 'Can this rally last?'
my opinion? it is too early to worry about inflation for US. this is diff
from developing countries whose growth rates rely on domestic demand and
infrastructure during this depression.
bottom line is QE2 is inevitable, whether ppl like it or not. inflation? not
yet, eyes on the oils price, a stable above $80 is a bullish sign for
drilling business.
disclosure: I personally own stocks of Dryship Inc (DRYS) as well as other
commodity stocks.
【在 i***o 的大作中提到】
: agree. drys is more like a rig company than a drybulk now.
: please explain more about impact from QE2 and commodity market. thanks
:
: at
: market
|
