Nice to see somebody else is in BOOM and sees it's potential.
Good analysis and summary. I am not getting though, why you would sell already at $63+ instead of waiting couple months/years to reach the target you have shown (almost $400)... Why is that?
I guess buying today would have been better for you as BOOM currently is being drawn down by the overall market. I believe this will continue until earnings, a new contract or a new positive rating. I estimate the reporting date to be somewhen 2nd half of Feb, given that they also need to bring DYNA up to speed and integrate their numbers.
As to the report, I expect great numbers, especially with DYNA included. The $ has been falling against the other currencies and DYNA most likely gets a big portion of their revenues in EURO's. Therefore, every drop of 1% in the conversion rate makes 1% more for DYNA - and hence for BOOM.
For me this is a clear long term stock and I am really curious about details on DYNA and what the backlog end 2007 looks like. It will be very interesting I'm sure!
GLTY