Australian (ASX) Stock Market Forum

NMS - Neptune Marine Services

Jump to new
son of baglimit said:
THE NEXT CHAPTER IS HERE - THE FUTURE IS EVERYWHERE
Click to expand...

With the success of the work in the Gulf of Mexico, Caldive has to be casting an eye over the value of NMS. Should be well within their budget to take over!
 
Techbuy said:
With the success of the work in the Gulf of Mexico, Caldive has to be casting an eye over the value of NMS. Should be well within their budget to take over!
Click to expand...

Not really an intelligent business move unless they were looking at expanding into the Asian market, then they would be looking more towards a company the size of IEV for takeover...

Right now, leasing the technology and partnering with Neptune would keep their investors happier. They recently picked up an $80mil revenue job, their largest ever...and they probably quoted on using more expensive techniques to do the work...their margins would be looking fantastic. Might even be worth buying up some Cal Dive shares knowing that their profit forecasts are out of wack with the savings they will experience.... :eek:
 
Yes. Liked how the Wall street interviewer referred to it at the end as "certainly a very compelling story" If the yanks invested the sp would see a bit of action.

The MD made the NMS role of extending life of lots of ageing infrastructure very well, as well as their strategy of moving through acquisitions towards the capacity for integrated construction, maintenance and repair.
I also wondered whether some larger engineering mob in the US would see NMS as an acquisition prospect, before it gets too big.

Anyone seen any reference to licensing their NEPSYS technology to other operators?
 
A great one for the retirement fund....steady steady gets the job done....

Great management and forward thinking is finaly paying it's way....

I wouldn't want to be in competition with these guys...better off just making a deal on the technology and paying us a % on each job....easy money.
 
Almost 10% down today, was there something awful in the 1/2 yr accounts or just blame it on the Chinese? :rolleyes:
 
Just the chinese thing, don't panic, all is good on this one...I topped up my oppies quite nicely....time to sit back and enjoy the ride.
 
Hurry up and get back to $1 already.........will it happen SOB? I like the pace at which management are moving, but show me the money and I will start believing.
 
Ok then! Crystal Ball time, How much more is that "Chinese thing" gonna affect NMS sp?
That's prob an impossible question, just thought I'd ask anyway. :rolleyes:
 
the chinese thing - give up on the chinese thing.

certainly lots of 'restraining' of the SP occurring while the all knowing gather as many as they can, before the big one comes.

fleeta - be patient, its not as if you be able to spend it all at once.

well done pacer - like me, see the chance to keep acquiring as the news gets better and better - a spec no longer.
 
Cup and handle formation????

I'd like to see a techies view.

Makes no difference anyway....this is a long term winner in anyones books....

Or a shot term winner after the next financials are relaesed, then GOM work.....easy money in this and am recommending it to my dad who is a touch cautios, and likes long term shares......he still owns bhp shares from 30 years ago.

Accumulated a nice pile of oppies....and just in time me thinks.....:)
 
Ann regarding biggest GOM job won - modest response - up 3c, but probably needs the next activity/financial reports to show the integration / end to end strategy is being successfully managed to really hit its straps.

Next 6-12 months should be great if these demonstrate the company is achieving its goals. Don't see any need for a sudden sp surge on news of one, or even a succession of great new jobs until the books show they are in full control of their significant expansion.

They took over unlisted companies - who didn't have to sell - to complement their existing strengths but most of all to properly leverage their NEPSYS advantage over the competition.

The basic story lured me, and would have the first time round probably, if i had been aware of it, but if a series of the accounts and financial reports show the potential is in the throes of being realised this time - this should promote significant sp improvement over the next year.

If they do successfully integrate and engage projects for big industry players, on the strength of this, it would be logical to then expect stages of further significant expansion.
 
just wondering - is the world watching?

have any of you read the announcements?

have you put them on your watchlist?

have you seen the trends?

do you care?

if not, why do you buy shares?

see no ramping joe
 
Accumulating, rubbing hands together, keeping quiet to accumulate cheaper.

Bag is nearly full..... then I'll start ramping....lol
 
OOPS....I just stuffed it and so did you Bags....breaking out and I'm in for more next week....but it'll be too expensive....not.

:)
 
the only thing ive stuffed is my bag - IT IS CHOCKERS - theres just no more room - so i just have to sit back and groan under the weight of all this paper, gloat at my entry prices, and say SEEEEEEEEEEEEEEEEEEEEEEEE.

i ramp this stock FOR A REASON.
 
Top