Thursday, March 19, 2009 11:02:16 PM
6 mo > .25
1 yr > .45
2 yr > 1.00
variables
oil stable at > $50 or does it climb due to recovery in China and/or devaluation of $
Petrobras - ???
large long term contract ??
another bull oil/energy market on top of commodities boom?
Is coretec a "best of class" product or just marginally competitive
What is the full market for DRB?
Mako - incremental or exponential?
OTC died since Sept, plenty of great trading opps elsewhere since Nov/Dec, will it revive or dead for years?
There is a big difference between running a $4 Million/yr private specialty company (one brain power) and running a > $50 Million/yr diversified public co, is mgmt working as an effective team with distributed leadership (multi brain power)?
Lots of variables. DDI is at a stage now like a farmer who has leveraged his whole farm on buying new acreage, tilled the earth, and sown very expensive seed. Now showing the cost of the investment and at the mercy of the elements.
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