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Net-Man

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Net-Man

Re: None

Tuesday, 09/26/2017 9:28:37 AM

Tuesday, September 26, 2017 9:28:37 AM

Post# of 58072
Come next Monday DRYS will have ~104 million shares OS and a NAV somewhere around $7. The missing piece of the puzzle at the moment (other than any new GE surprises) is guidance on revenues. Nothing has been provided regarding Heidmar and what it brings to the party. The only thing on the record is GE stating $77 million in revenues for next year based on shipping revenues. Heidmar could bring another $12-$15 million in revenues. A 15x ebitda revenue should end up with a pps around $7.
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