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Strategies & Market Trends : Market Trends & Market Chatter (Investment Ideas) -- Ignore unavailable to you. Want to Upgrade?


To: Fiscally Conservative who wrote (1252)10/26/2014 2:30:33 PM
From: Fintas1 Recommendation

Recommended By
Fiscally Conservative

  Respond to of 4369
 
Isn't that the KEY..what will future earnings be.

If the revs are 2 Trillion will it matter?

Obviously I'm stretching.

Yet this is what we know. They had a commitment for this DEC 14.

It too had it's costs and DILUTION. Those who KNOW ..KNOW..

So while many love to use words such as BK..DILUTION.. And the latest Reverse split.

It is best to do your work to understand what is said to create fear..cause selling for those who want to own if for less who will now be shut out.

And the ones who were shut out are now being replaced by ?? Well we know Economu will pick up another 57 M and 80 M.

That's 57 m shares that will sit in his hands and restricted.

The company is in place to begin earning lots of money. It did not expect this action by bond holders and others.. WHY? They expected BDI to be higher and thus the stock price would be higher and there would be none of this..HEY can you extend a bit.. Hey can you re do for a bit higher interest etc.

And as this happen the thugs pushed it down.

The statement of ORIG would back stopped caused the bounce yet he was CLEAR it was being done ONLY until they arranged a few other details.. When the details were known...the HIT.

But that's all it is.. A TEMP HIT.

Earnings will come.

BDI will continue to rise..

ORIG will continue to pay a cash divi

And DRYS will bottom to turn UP.

As it does there will be many only thinking 700 M shares total and as you note ok what was the impact on that 700 M back then and the impact of addressing . I'll let Economu worry about that. There will be savings as well as costs. Remember those holders had their rights.. What do they have now. What did THEY lose.. What did DRYS SAVE?

At some point that will be discussed and where it matters show in the filings and audits

Here and now the bashers diss th forward possibilities. HMM what can the P/E be. In the past DRYS has carried a 15 P/E.. More importantly.. What is ORIG's value. We know what the CFO says it is.

And if the CEO owns 2.5 m ish at 17.5 what is his investment.

Try to see the bigger picture. I've disclosed I've been a at least 7 that were taken. To do that one has to think like the CEO.. Understand the value and who has an interest. More importanly do not act like a deer in the headlights when they take them down. I did NOT do that with GLW years ago.. OR GE or BAC.

THUS.. I hope they take drys to a DIME. They won't. but I also wished they'd take GE to dime.

IF Economu is willing to put up 80 M.. His FRIENDS put up 250 Plus.. I'm willing to put up a whole bunch at a dime>> SMILE ( By the way Economu has much more invested in DRY/ORIG than IMMELT has in GE)

Here and now I'm just sitting knowing it will turn up and as I do a few I know are stepping in.

So for the next few days.. focus on enjoying life..

The downside will end and up to a point that few are not considering.

And noise noise noise.. They had JDSU dead for a long time.. Until golly one day ol JC was pumping it a 19..

Such a game.

Fintas