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DryShips, Inc. Message Board

  • pepsiberger pepsiberger Jun 7, 2014 9:07 AM Flag

    Orig and Drys

    Question do any longs own both? Or is Drys the leverage play as they get the benefit of the Divi and growth of Orig. Also, I want to ask if Longs believe there is a chance that Orig could be bought out or merge with a RIG paying a premium that pretty much wipes out the debt of Drys.

    Sentiment: Strong Buy

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    • I own only DRYS. I don't think there are any debt issues to be concerned about, nor will there be any dilution on the horizon, simply because they can refinance the bond and don't need to raise any more cash.

      Rates are almost certainly going to rise through 2015, barring global economic collapse, and if that happens we'll all be affected anyway. So I don't see any rational downside.

    • Just own drys but orig clearly the safer bet per solid and growing(likely) divvy and pps upside of 50% .drys much more speculative , risky with no divvy, more dilution possible, debt issues..but with 100% upside.

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