Ruric börjar bli intressant igen och jag hoppas kunna hitta en fin ingång inom de närmaste veckorna.
Seabird är en annan aktie som jag definitivt går in på nu de närmaste dagarna efter det hårda kursfallet nu vid q2 rapporten i fredags. Ganska övertygad att den kommer öka 100% innan årets slut och ser den som otroligt prisvärd i dagsläget.
Presentation skriftlig
http://www.earningsimpact.com/Transcript/83027/SBDXF/Q2-2013-Earnings-Call#sthash.rQNKR4Wt.dpbs
2013 SUMMARY OBSERVATIONS FOR THE SECOND QUARTER
* Revenues for the quarter were $40.2 million, a decrease of 17% compared to
the comparable period in 2012 and down 17% relative to Q1 2013.
* Contract revenues for the period were $36.2 million, down 17% from Q2 2012
and down 25% from Q1 2013.
* Multi-client revenues were $4.0 million, a decrease of 22% from $5.1 million
reported in Q2 2012 and up from $0.1 million reported in Q1 2013.
* Significant increase in investment in new multi-client surveys; multi-client
activity during the period increased from 4% of vessel capacity in quarter
one to 22% of vessel capacity in quarter two.
* Contract surveys during the second quarter represented 57% of vessel
capacity compared to 84% during quarter one; due to increased multi-client
surveys, preparation of Geo Pacific for initial project and fleet
repositioning.
* EBITDA was $3.7 million compared to $17.2 million for Q2 2012 and $11.1
million for Q1 2013.
* EBIT for the quarter was negative $2.4 million compared to $7.7 million for
Q2 2012 and $5.1 million for Q1 2013.
* Vessel utilization for the period was 79%.