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$DryShips(DRYS)$
刚才看了篇文章(网页链接
作者的结论是这样的:
Conclusion

It is possible that Kalani investments is owned by George Economou as part of his web of related party transactions.
作者认为,kalani 在1月31日就已经在二级市场全部抛出了31.8M的股票,在6.0-6.3的价位,但是每股的成本价在6.3(200MM/31.8)

It is possible that all or the majority of the shares Kalani purchased were sold back into the market, and DryShip's proceeds from this cash was used to purchase assets from a company owned by George Economou.
作者认为,200MM拿去从GE自己控制的公司手上买了4条船

If Kelani is affiliated with Economou, this should be taken as a sign that Economou is protecting numerous conflicting interests in the company at the possible expense of shareholders. It would not be surprising to see another equity raise or stock split at these inflated prices. The stock should be sold or shorted.
作者认为。。。。

问题关键就是kalani到底有没有卖出这31.8M数量的股票?这笔投资是长期投资,还是掏空公司资产?

全部讨论

你看你这篇底下Henrik Alex 这个人的评论,这个人是当初这篇抄底文章的作者 网页链接 现在他也看空了,他也认为Kalani早在买入之前就卖出了股票。