DryShips Inc (fka DRYS)

[Net-Man]

At this point it seems clear enough that $100 million new assets will be added to DRYS at the start of the month. Will it be GE or others doesn't matter in that regard. Should GE end up with the new 36 million shares, does it really matter and in what way? He already controls the company with his current 53% ownership. Control per se doesn't seem to be an issue at this point.

The next question to ask is will GE do something that would negatively affect the value of his 73 million shares? He is very adept at making money for himself so it would unlikely he would do anything, at least immediately, that would take the pps down.

With those assumptions in mind, my guess is that DRYS will begin getting closer to NAV next month. 2 weeks to go.