Not going to hold you to this, but what do you think DRYS has in it, say with a BDI rally to the 4000 - 5000 area. I'm trying to set up my hedge/exit strategy. I don't want to sell too soon after all these years
I think that it should get to a share price that reflects the real value of ORIG and a decent value for the tanker/bulker segment. ORIG should be around $30 and the bulker tanker portion around $1.5 billion. $3.3 billion with 475 million shares would be about $7-8. Sometimes the sectors overshoot, so $10 is possible in my opinion.