DryShips Inc (fka DRYS)

[Net-Man]

Interesting to watch as the analysts are providing highly cautious statements all the while their brokerages are adding.

The gross revenues provided in the presentation gave a glimpse into what DRYS (and other shippers) could generate this year at varying spot rates. Even at the current bottom rates it seems DRYS would eke out a small profit this year. When DGAS is spun off it will take most of the debt. That means DRYS will have a very small amount of debt. That should skew the NAV in a very positive way.