Dry shipping companies looks very attactive relative to the BDI - 未名空间MITBBS历史存档

国际科技财经博客移民网络热点娱乐民生时事公众号

Redian新闻

>未名空间

>Stock

Dry shipping companies looks very attactive relative to the BDI

Dry shipping companies looks very attactive relative to the BDI# Stock

m*i2010-05-27 07:05

1 楼

avoid DRYS, simply it orders two drill rig in the billions, it would be
difficulty to lease it out in the current enviroment(or get a good rate).

h*e2010-05-27 07:05

2 楼

short DRYS to death

【在 m*****i 的大作中提到】

: avoid DRYS, simply it orders two drill rig in the billions, it would be
: difficulty to lease it out in the current enviroment(or get a good rate).

n*g2010-05-27 07:05

3 楼

明菜的帖子，必顶

b*r2010-05-27 07:05

4 楼

我觉得EXM比较好。我drys和exm都拿过，drys的释股实在让人难受。

r*m2010-05-27 07:05

5 楼

PRGN and SBLK are still very good deals at the current prices.
20% upside potential, with very limited downside risk.

m*i2010-05-27 07:05

6 楼

If BDI could stay at current level by the end of this year, EXM would be
easily doubled(of course, a big if).
I did buy this week and bought more today. They are extremely sensitive to
the rate going forward, since they have lots of ships on the spot price most
of the contract will be expire by the end of this year.

【在 b******r 的大作中提到】

: 我觉得EXM比较好。我drys和exm都拿过，drys的释股实在让人难受。

h*e2010-05-27 07:05

7 楼

yeah, 跟大牛在同一条船上!

most

【在 m*****i 的大作中提到】

: If BDI could stay at current level by the end of this year, EXM would be
: easily doubled(of course, a big if).
: I did buy this week and bought more today. They are extremely sensitive to
: the rate going forward, since they have lots of ships on the spot price most
: of the contract will be expire by the end of this year.