Australian (ASX) Stock Market Forum

NMS - Neptune Marine Services

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son of baglimit said:
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.
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Ahhh baggy, when I think of you I think of $

I was reviewing my entry prices also...

$1.43NMS (ouch) patiently held, then did some fancy footwork and switched over with some $0.11NMSO, followed shortly after by some $.079NMSO thanks to some more fancy paper shuffling while the wife wasn't watching, bought some more on the way up $0.14NMSO, then some more at $0.34NMSO, then some more at $0.30NMSO, and a final average in the low teens!

Now I'm sitting back happy with my holdings and enjoying the 'I told you so' gloat to the wife....ah, happiness at last!

No need to ramp this stock, it is going about it's business and you'd have to be blind not to see what this will be come 2010...
 
ahhh deception - the quickest way to happiness - as long as she dont find out lol.

$1.43 baussie - i only thort idiots bought when it was at those levels.....oh yeah i SOLD to idiots at those levels. nice buying since though hey !!!!

as mentioned in other forums, ol neppy is no longer driven by fanciful rumours and the promise of massive earnings spread amongst a few eager shareholders - its now fast becoming a MBL backed multinational with a vast client base to draw revenue from, to expand the business even further and eventually start giving back the profits to its beloved shareholders.

it will almost be a shame to have to exercise them in 2010 - but its medicine i can take - bring it on.
 
Doctorj - 5 posts in and I'm already ramping...

Ok, I admit the blue chip alert was going a little too far.

I guess I have to provide explanation as to why I think this without actually saying it, I just hope everyone can interpret it correctly;

The potential of this stock is yet to be rated by any means, this is a huge industry that contains many of the BIGGEST ($) companies in the world. Some of the figures for IRM expenditure for just the Australian region clears $40billion - actually I think Western Australia was budgeted for $20Billion alone?? (Can anyone confirm that for me? Otherwise I will tonight)

Neptune has got a growth plan well underway with Lange at the helm, the team are scoring runs, BIG runs - they just won their BIGGEST contract to date! They now run an IRM company that is able to cover ALL client requirements and the NEPSYS technology greatly reduces their margins over the competitor solutions. They seem to be forming a strong partnership with international IRM companies that dominate the Gulf of Mexico (Cal-dive).

It's all positive and the rise of Neptune has only just begun - mark my words.

As per my previous post, I own NMSO. :D
 
http://www.wsw.com/webcast/jr5/dvr/

this is audio of a CAL DIVE presentation done late last month. it goes 37 mins.
the 1st 15 mins sums up who CAL DIVE is and where they are going. very impressive - they will be going places in the coming years, and NMS are with them.
the next 10 mins is financials.
then follows a Q & A session - very informative.

NMS are not mentioned by name. several references are made to australia, one point specifically being 'significant barriers to entry' in the australian market, namely working with the diving unions. their fraser diving acquisition assists this, but further links are obvious - NMS being a likely partner.

on the caldive.com website, there is mention of them getting their largest ever contract, worth $80M. in this audio they named TAIPAN (what it sounded like) as the client - i was unable to locate anything regarding such a company - maybe someone else can listen & do the research.
 
Just announced a trading halt pending the release of an announcement.

Anyone have any idea what this could relate to? I'm hoping they follow their recent trend with regards to positive news!!!
 
It' be either a big contract, a capital raising to buy another company, or a takeover offer by Cal Dive....IMO
 
Saw someone speculate a placement...with cal dive - thought that was a good mixture of the elements in play.
 
From todays financial review apparently....someone let it slip or they are just guessing.......



Neptune marine services is believed to be raising $34m from investors as it lifts the pace of acquisitions under chief executive Christian Lange.

As Neptune's share price chart shows, the company is in a sweet spot as it expands globally in the field of servicing and repairing of offshore oil platforms in regions such as the Gulf of Mexico.

At least one of the two acquisitions Neptune is poised to announce is in the US, and market observers expect the deals to be substantially earnings accretive.

In fact, expectations that Neptune will earn about 4.5c a share next year are likely to be lifted to around 6c a share.

As with its previous capital raising, Neptune is likely to use Patersons Securities to raise the funds at 60c a share. Realising the funds shouldn't be a problem after the performance of the last raising and the markets high regard for the mining services group.

The acquisitions are said to have been struck around 10 times earnings and follow Neptune's recent acquisition of Link Weld Engineering and the securing of a second major repair job on behalf of oil companies operating in the Gulf of Mexico.

Lange has even attracted Macquarie Bank as a major shareholder. The bank holds a hefty stake of 24.7%.
 
They have gone from a trading halt to suspended.

They were at $0.765 on the trading halt and before the suspension.

Something big?:)
 
I'm rather new to investing in shares and I bought some NMS on the basis of doing some research on the company. And I must say I'm rather happy with the investment at the moment.
I was wondering if someone could expalin the NMSO deal to me. Prior to the current suspension they were quoted at $0.56. If I buy some options what does this actually mean?
Sound like a beginner I know but one can never learn without asking.

I hope the trading halt and suspension mean good news.
 
Plenty of threads to find out that sort of info Sounda.

In 2010 these options expire...just before then you would either sell them or have to pay 20c (exercise price, which doesnt necessarily mean all oppies are 20c) per oppie to NMS, and they then become normal shares in NMS. This is what exercising your options basically means. If you fail to sell or convert your oppies by the exircise date date you loose all your oppies with no comeback.

Buying options is a way to leverage your position so you don't have to fork out so much $$ to get the same/similar price gains, compared to the same amount of shares...

Try typing in the words option or exercise or something similar in the search bar and see what you come up with......even go to the library and find a book like "trading for dummies" or similar....it'd definitely be worth your while....and when you get mega rich send me bottle of Jim Beam....lol

PS ther's ven threads for newbies and check out the chat room.
 
sound advice pacer - you should be doing ok with these by now huh ?

the nmso options.......a quick summary of why to buy them.

NMS - you did the research, and bought cos you like the company....good.
how far do you think they can go ? if you think a few percent per year, slow growth but certain future - buy the shares and be done with it.
if you think they are going to explode (i do, but im not allowed to ramp) then consider instead buying the options. yes they give you the leverage, but heres how.
NMS now 74.5 - imagine in 2 years time they are $2 - a gain of 168%. done well.
NMSO now 56 - imagine with SP at $2, NMSO should be approx $1.80 - a gain of 221%. done better.
the options allow 2 things to occur - either you get to have a bigger holding for the same $ amount of investment OR you dont need to pump as much in for the same level of investment. THEN...........
if you sell prior to exercising you simply walk away with the bigger profit compared to buying shares OR
you exercise them (at a further cost of 20c each, hence the difference in price) and have got your fully paid shares, which unlike the options, allow you to receive divs, participate in rights issues etc etc - oh yeah and vote.

ive been putting every cent i could find into the oppies since they began a heavy slide in mid 2006, and continued till they bottomed prior to the rights issue in late 2006 - and also topped up during the madness that was the chinese market crash.

loving every minute of it.....so much more to come from ol neppy.
 
Speaking of Neppie oppies, (if thats not Aussie I don't know what is) is anyone aware if it's possible to trade off market while the shares are suspended??
 
Plasmapark said:
Speaking of Neppie oppies, (if thats not Aussie I don't know what is) is anyone aware if it's possible to trade off market while the shares are suspended??
Click to expand...

Hmmm, I wonder if you could try an Ebay auction if your trying to sell... I'd be keeping an eye on that sale.

If this involves a US company as suggested by the AFR, this will be very big news. :eek:
 
Sorry Baussie....I'm much more interested in purchasing.
I also spoke with the company (as I'm told many have) and, it's sounding all good.
 
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