Koil Energy Solutions Inc. (KLNG)

[10 bagger]

Cross post..

Posted by: 10 bagger Date: Friday, May 23, 2008 5:26:02 PM
In reply to: bbotcs who wrote msg# 102125 Post # of 102137

DPDW..

Let the naysayers get position and thier tune changes on a dime.. If one would take the time to of read my trading board DD they would of owned DPDW below $0.50..In the case of DPDW nitpicking the balance sheet and the association of E. Butler with a BK 18 years ago before he built and sold Weatherford Intl into a powerhouse for $6.0 Billion left many on the sidelines.. DPDW has many warts but,, it also has an agressive management made up of oldtimers in the industry that know thier way around the old boy's club.. Some even have deep enough pockets to bring DPDW private.. But,,IMO they are in DPDW as much as for the pure enjoyment and bragging rights of having another notch on thier belt as money.. All that has happened of late is that they are doing what they needed to do,, making my predictions,, which never were stated in EPS but in EBTIDA a reality... See-ya at $2.00 by the time I get back from my Cruse.. hank

"The projection of per/share earnings by an analysts for 09 may seem a little high but I think that they are doable because the FSPO market will ramp up and if they secure more new build ships providing contracts for thier products.. The 08 numbers should start to ramp up with the next quarter giving guidance as to the magnitude of DPDW's inclusion in the new build market.. 08 could be a bit of a stretch if indications are not present in the upcoming qtr.. As of now I look for EBTIDA to come in at $0.16 to $0.19 in 08 and $0.31 to $0.38 in 09...These numbers are wide for 09 because there is a possibility of shipbuilding contracts either being delayed or CXL. due to the O&G market outlook 2 years from now.. FPSO's will be immune from any downturn in oil prices as they are storage and processing facilities for oil already in the ground/sea bottom that has been discovered and that need processing.. "

The EBTIDA numbers IMO are now going to be on the high side of earlier projections and if/when the Flotation deal becomes history next yesr could exceed my earlier projections with sales approaching $100 Mil in 2009...

The DPDW board is the finest DD of any board that I have ever seen,, so If you need DD I sugest you go where I go.. hank