NMS - Neptune Marine Services
- Thread starter baglimit
- Start date
- Joined
- 20 March 2005
- Posts
- 1,200
- Reactions
- 0
i am hearing the tri-surv deal IS DEFINITELY only days away.
might i suggest, to sweeten the announcement lange throws in some OTHER news - we shall see.
might i suggest, to sweeten the announcement lange throws in some OTHER news - we shall see.
- Joined
- 24 July 2007
- Posts
- 143
- Reactions
- 0
Excellent news Son of Baglimit. Let's hope your source is correct, as I doubt there is a glut of geometric survey companies based in Australia. And NMS require a full service operation, including geometric surveying, so maybe NMS have had to up the ante. Tri Surv on the other hand will get greater global exposure through NMS, quicker. But they were already progressing with 60% growth for the last 3years or so. Given that growth and success they must have been tempted by a very nice carrot.
The comparison i read somewhere recently re the dotcom crash and the after affects, being that people want to park their $$$ in progressive companies with potential, augers very well in the current turbulance. And the media are generating alot more interest, with no mention of any potential negatives with NMS, only of possible problems incorporating the companies. I doubt that's an issue. As soon as this market rubbish is over I think the SP should rise significantly. There would be an incredible amount going on behind the scenes, that will positively affect SP once it's released, Lange will be going full steam ahead.
The comparison i read somewhere recently re the dotcom crash and the after affects, being that people want to park their $$$ in progressive companies with potential, augers very well in the current turbulance. And the media are generating alot more interest, with no mention of any potential negatives with NMS, only of possible problems incorporating the companies. I doubt that's an issue. As soon as this market rubbish is over I think the SP should rise significantly. There would be an incredible amount going on behind the scenes, that will positively affect SP once it's released, Lange will be going full steam ahead.
- Joined
- 20 March 2005
- Posts
- 1,200
- Reactions
- 0
and the tri surv deal is done.
yet another generous issue of shares, but they have been consistent on that during the whole acquisition phase, and the price moves up, so no complaint here.
now they are free to divulge their potential.....and their contracts.
yet another generous issue of shares, but they have been consistent on that during the whole acquisition phase, and the price moves up, so no complaint here.
now they are free to divulge their potential.....and their contracts.
- Joined
- 24 July 2007
- Posts
- 143
- Reactions
- 0
In the interest of keeping this thread updated re NMS, below i have cut and pasted an article from HC, thanks to Woy.
________
Neppy gets a mention in the September issue of Smart investor magazine. On the front cover of this months edition is the headline "world class shares- 15 Aussie battlers taking on the globe"
The lead in to the article reads "Tackling overseas markets can be tough, but some Australian companies are poised for big wins internationally. AFR Smart Investor asks leading fund managers to pick the stocks they think have a passport to success".
I'll skip the first part of the article and jump straight to the bit that is relevant.
"We've asked some of of the country's most clued-in fund managers to list the Australian stocks that they think are poised to do big things abroad.
The big surprise is that, apart from Macquarie Bank, Westfield and National Australia Bank, Australia's largest companies are noticeably absent.
As far as fund managers are concerned, it's Australia's small or mid-sized stocks that have the most potential to make an impact on the international stage.
Just as illuminating is the number of companies on the list that have Australian-made technology ready to export overseas- a revelation, no doubt, for those who bemoaned our market's lack of IT opportunities during the tech boom.
Whether it's Cabcharge Australia and it's payment processing system, Iress Market Technology with its stockbroking software, or Neptune Marine Services unique underwater welding technique, success abroad could see Australia shake off its image as a backwater that specialises only in "old economy" resource stocks.
The 15 stocks featured in the article are Amadeus Energy, Cabcharge Australia, Campbell Brothers, Ellex Medical Lasers, Goodman Group, Iress Market Technology, Macquarie Bank, NAB, Neptune Marine Services, Reverse Corp, Sonic Healthcare, Sunland Group, Transfield Services, Westfield Group and Worley Parsons.
On Neppy, it reads:
"Neptune is a marine services company serving the oil, gas and shipping industries. Its key technology, NEPSYS, is a patent-protected underwater dry welding system. The only competition for NEPSYS is costly dry docking and underwater wet welding, which traps moisture and salt and is only a short-term fix. So Neptune has an unbeatable competitive advantage. NEPSYS was invented in Australia but has applications worldwide. Neptune has bought a dive operation in the Gulf of Mexico, where there are 5000 oil rigs- more than half of which need repairs. The North Sea is a logical next step, and South-East Asia is on the radar. We're forecasting Neptune will earn 7.6c per share in 2008, but believe this could be adjusted upwards".
________
Neppy gets a mention in the September issue of Smart investor magazine. On the front cover of this months edition is the headline "world class shares- 15 Aussie battlers taking on the globe"
The lead in to the article reads "Tackling overseas markets can be tough, but some Australian companies are poised for big wins internationally. AFR Smart Investor asks leading fund managers to pick the stocks they think have a passport to success".
I'll skip the first part of the article and jump straight to the bit that is relevant.
"We've asked some of of the country's most clued-in fund managers to list the Australian stocks that they think are poised to do big things abroad.
The big surprise is that, apart from Macquarie Bank, Westfield and National Australia Bank, Australia's largest companies are noticeably absent.
As far as fund managers are concerned, it's Australia's small or mid-sized stocks that have the most potential to make an impact on the international stage.
Just as illuminating is the number of companies on the list that have Australian-made technology ready to export overseas- a revelation, no doubt, for those who bemoaned our market's lack of IT opportunities during the tech boom.
Whether it's Cabcharge Australia and it's payment processing system, Iress Market Technology with its stockbroking software, or Neptune Marine Services unique underwater welding technique, success abroad could see Australia shake off its image as a backwater that specialises only in "old economy" resource stocks.
The 15 stocks featured in the article are Amadeus Energy, Cabcharge Australia, Campbell Brothers, Ellex Medical Lasers, Goodman Group, Iress Market Technology, Macquarie Bank, NAB, Neptune Marine Services, Reverse Corp, Sonic Healthcare, Sunland Group, Transfield Services, Westfield Group and Worley Parsons.
On Neppy, it reads:
"Neptune is a marine services company serving the oil, gas and shipping industries. Its key technology, NEPSYS, is a patent-protected underwater dry welding system. The only competition for NEPSYS is costly dry docking and underwater wet welding, which traps moisture and salt and is only a short-term fix. So Neptune has an unbeatable competitive advantage. NEPSYS was invented in Australia but has applications worldwide. Neptune has bought a dive operation in the Gulf of Mexico, where there are 5000 oil rigs- more than half of which need repairs. The North Sea is a logical next step, and South-East Asia is on the radar. We're forecasting Neptune will earn 7.6c per share in 2008, but believe this could be adjusted upwards".
- Joined
- 20 March 2005
- Posts
- 1,200
- Reactions
- 0
http://www.nhc.noaa.gov/refresh/graphics_at4+shtml/145027.shtml?3day?large#contents
expected path of hurricane dean in coming days, right thru mexico's main fields
http://www.eia.doe.gov/oiaf/ieo/offshore_map.html
compare the 2 - draw your own conclusions.
expected path of hurricane dean in coming days, right thru mexico's main fields
http://www.eia.doe.gov/oiaf/ieo/offshore_map.html
compare the 2 - draw your own conclusions.
- Joined
- 24 July 2007
- Posts
- 143
- Reactions
- 0
A few of the latest news stories suggest that the hurricane will miss the bulk of gulf oil and gas infrastructure.
http://www.chron.com/disp/story.mpl/headline/biz/5066887.html
The TriSurv acquisition was about 6weeks behind schedule, and the original figures on the deal were roughly the same, at least the ones they gave. Maybe the EBIT of 60% per year was a bone of contention? And how it was to be paid. Nevertheless it's great news. And one day after announcing TriSurv completed they replace Kim Hogg as company secretary, maybe there's a link there.
Now we can just sit back and watch the SP rise, and wait more good news. I wonder how the R&D on the deepsea welding drone is going, as I bet that would be extremely lucrative.
It's a wonder the SP isn't through $2 really, when you consider it was $1.58 when Harrison was tramping up and down the streets of Perth with sandwich board and megaphone and they were battling to find work. Now they have six companies onboard, endless opportunities, repeat business with Apache, steady revenue, enormous prospects, excellent media, experienced management and the most astute shareholders in the top20. What do the potential shareholders want-blood???
http://www.chron.com/disp/story.mpl/headline/biz/5066887.html
The TriSurv acquisition was about 6weeks behind schedule, and the original figures on the deal were roughly the same, at least the ones they gave. Maybe the EBIT of 60% per year was a bone of contention? And how it was to be paid. Nevertheless it's great news. And one day after announcing TriSurv completed they replace Kim Hogg as company secretary, maybe there's a link there.
Now we can just sit back and watch the SP rise, and wait more good news. I wonder how the R&D on the deepsea welding drone is going, as I bet that would be extremely lucrative.
It's a wonder the SP isn't through $2 really, when you consider it was $1.58 when Harrison was tramping up and down the streets of Perth with sandwich board and megaphone and they were battling to find work. Now they have six companies onboard, endless opportunities, repeat business with Apache, steady revenue, enormous prospects, excellent media, experienced management and the most astute shareholders in the top20. What do the potential shareholders want-blood???
- Joined
- 20 March 2005
- Posts
- 1,200
- Reactions
- 0
sophie - u read HC, so you know why !!!
hogg - probably was an pal of harrisons, but with clive also gone has run out of friends - compare unis attended by the new guy and lange - there might be something there.
re:missing O&G infrastructure ?
how ? - GOM is full of it.
hogg - probably was an pal of harrisons, but with clive also gone has run out of friends - compare unis attended by the new guy and lange - there might be something there.
re:missing O&G infrastructure ?
how ? - GOM is full of it.
- Joined
- 20 March 2005
- Posts
- 1,200
- Reactions
- 0
http://www.nhc.noaa.gov/refresh/graphics_at4+shtml/084024.shtml?5day#contents
this confirms mexico largest fields are going to cop all of deans fury.
wish them luck.
this confirms mexico largest fields are going to cop all of deans fury.
wish them luck.
- Joined
- 24 July 2007
- Posts
- 143
- Reactions
- 0
Son of Baglimit- the statement re the bulk of oil and gas infrastructure is virtually verbatim from the link posted, nothing more or less. I'm not in a position to contradict it, nor the other online articles that suggest the same, of which i saw a few. Your Hurricane weather post is a nice find, well done! But as I said I am only reading current news articles on the hurricane and gulf infrastructure.
Re- Hogg and HC, I don't see your point. I only mention that there maybe a correlation between the timing of completion of TriSurv acquisition and the next business day Hogg is gone. I have no idea why so.
Re- Hogg and HC, I don't see your point. I only mention that there maybe a correlation between the timing of completion of TriSurv acquisition and the next business day Hogg is gone. I have no idea why so.
- Joined
- 20 March 2005
- Posts
- 1,200
- Reactions
- 0
http://www.theoildrum.com/node/2901
ASF for weather nerds - damn informative.
take the 10 mins to read.
ASF for weather nerds - damn informative.
take the 10 mins to read.
- Joined
- 24 July 2007
- Posts
- 143
- Reactions
- 0
Just like after the initial capital raising and subsequent acquisitions, this recent completion of TriSurv and USUS looks like doing the same, seeing the SP rise. Roughly 14c in the last 3 days. Although alot of shares bounced back after falling recently. But maybe this will run now. It should.
It doesn't appear that Lange's audio interview with the Wall St Reporter achieved anything to date. The interview was very impressive, but from what I gather from the below link, there has never been any investment in depositary receipts for NMS , according to the Bank of New York site.
http://www.adrbny.com/dr_profile.jsp?cusip=640747101
The european patent must be close???
Also more news, just some hours ago re hurricane dean, shows that the bulk of oil and gas infrastructure will be okay.
http://www.news.com.au/business/story/0,23636,22281422-31037,00.html
It doesn't appear that Lange's audio interview with the Wall St Reporter achieved anything to date. The interview was very impressive, but from what I gather from the below link, there has never been any investment in depositary receipts for NMS , according to the Bank of New York site.
http://www.adrbny.com/dr_profile.jsp?cusip=640747101
The european patent must be close???
Also more news, just some hours ago re hurricane dean, shows that the bulk of oil and gas infrastructure will be okay.
http://www.news.com.au/business/story/0,23636,22281422-31037,00.html
- Joined
- 18 April 2007
- Posts
- 134
- Reactions
- 0
SOB and Sophie, you're both a great stream of info on Neppy.....keep up the good work for us poor sods that don't have the time.
It's much appreciated.
It's much appreciated.
- Joined
- 20 March 2005
- Posts
- 1,200
- Reactions
- 0
cmon plasma - its a 2 way street.
some of us have googling skills, some of us are experienced traders, some with welding/engineering knowldge, and some just ramp (spin ****) well.
what can YOU contribute ?
some of us have googling skills, some of us are experienced traders, some with welding/engineering knowldge, and some just ramp (spin ****) well.
what can YOU contribute ?
- Joined
- 11 October 2004
- Posts
- 352
- Reactions
- 1
I think I fall into the just ramping category - GO NEPPY!!! Based on forecast P/E the price should be two bucks in no time hey...
- Joined
- 20 March 2005
- Posts
- 1,200
- Reactions
- 0
As Hurricane Dean heads into Mexico's main oil-producing zone, industry officials are optimistic it will only cause a blip in operations instead of the extensive damage the country remembers from Hurricane Roxanne over a decade ago.
Dean weakened into a Category 1 hurricane Tuesday afternoon after coming ashore in Mexico. The storm was heading inland at 18 miles per hour, with maximum sustained winds of 85 mph, according to the National Hurricane Center.
As of Tuesday afternoon, Mexico was even able to keep one of its oil export ports, Pajaritos, open for operations. Pajaritos is the third-largest oil port in the region, shipping crude to the U.S. Gulf Coast and also unloading gasoline imports from the U.S.
Diamond Drilling (DO) said it hopes to see only minimal or no damage to its three rigs in Mexico's Campeche Sound after Dean was downgraded. Other companies with rigs operating in Mexican waters include Noble Corp. (NBL) and Pride International (PDE). Officials from Diamond and Noble said they have evacuated staff and plan to resume operations as soon as the storm passes. Pride wasn't immediately available for comments.
Petroleos Mexicanos started evacuating staff from offshore operations in the Gulf of Mexico on Sunday and the company has shut in 2.65 million barrels a day of oil production in the Campeche Sound, according to a statement on the company's Web site.
This will cause a blip in monthly production, but unless the storm strengthens and gets stuck in the Gulf of Mexico, damage should be light.
"If it keeps moving quickly everything will be fine," said an executive at an oil service company with operations in Campeche.
However, he warned that if the hurricane slows down and remains stuck in the Gulf, as Roxanne did in 1995, damage could be worse than initially expected.
Pemex hasn't suffered an extensive shutdown since Roxanne. A spokeswoman said the company will announce the status of oil infrastructure and when operations will resume as soon as the storm passes through the area.
The Yucatan peninsula serves as a buffer, taming hurricanes before they reach the oil and natural gas areas west of the Yucatan. Pemex's rigs are also in shallower waters than their cousins on the U.S. side of the Gulf of Mexico, reducing their vulnerability to storm damage.
The waning power of the storm allowed Mexico to leave the Pajaritos port open on Tuesday. The other two oil ports in the area, Dos Bocas and Cayo Arcas, remained closed.
None of the company's oil refineries have been affected by the storm.
Copyright (c) 2007 Dow Jones & Company, Inc.
Dean weakened into a Category 1 hurricane Tuesday afternoon after coming ashore in Mexico. The storm was heading inland at 18 miles per hour, with maximum sustained winds of 85 mph, according to the National Hurricane Center.
As of Tuesday afternoon, Mexico was even able to keep one of its oil export ports, Pajaritos, open for operations. Pajaritos is the third-largest oil port in the region, shipping crude to the U.S. Gulf Coast and also unloading gasoline imports from the U.S.
Diamond Drilling (DO) said it hopes to see only minimal or no damage to its three rigs in Mexico's Campeche Sound after Dean was downgraded. Other companies with rigs operating in Mexican waters include Noble Corp. (NBL) and Pride International (PDE). Officials from Diamond and Noble said they have evacuated staff and plan to resume operations as soon as the storm passes. Pride wasn't immediately available for comments.
Petroleos Mexicanos started evacuating staff from offshore operations in the Gulf of Mexico on Sunday and the company has shut in 2.65 million barrels a day of oil production in the Campeche Sound, according to a statement on the company's Web site.
This will cause a blip in monthly production, but unless the storm strengthens and gets stuck in the Gulf of Mexico, damage should be light.
"If it keeps moving quickly everything will be fine," said an executive at an oil service company with operations in Campeche.
However, he warned that if the hurricane slows down and remains stuck in the Gulf, as Roxanne did in 1995, damage could be worse than initially expected.
Pemex hasn't suffered an extensive shutdown since Roxanne. A spokeswoman said the company will announce the status of oil infrastructure and when operations will resume as soon as the storm passes through the area.
The Yucatan peninsula serves as a buffer, taming hurricanes before they reach the oil and natural gas areas west of the Yucatan. Pemex's rigs are also in shallower waters than their cousins on the U.S. side of the Gulf of Mexico, reducing their vulnerability to storm damage.
The waning power of the storm allowed Mexico to leave the Pajaritos port open on Tuesday. The other two oil ports in the area, Dos Bocas and Cayo Arcas, remained closed.
None of the company's oil refineries have been affected by the storm.
Copyright (c) 2007 Dow Jones & Company, Inc.
- Joined
- 18 April 2007
- Posts
- 134
- Reactions
- 0
SOB,
I'm no experienced trader and, I hope I'm no ramper (Go Neppy you good thing) and I'm so so at Googling however, I am a welder/fabricator running my own business and, spend my time head down, tail up sweating it out over hot steel.
If you need any info in steel, stainless steel, aluminium fabrication, cnc plasma cutting or general engineering, then all you've gotta do is ask...
I'm no experienced trader and, I hope I'm no ramper (Go Neppy you good thing
) and I'm so so at Googling however, I am a welder/fabricator running my own business and, spend my time head down, tail up sweating it out over hot steel.If you need any info in steel, stainless steel, aluminium fabrication, cnc plasma cutting or general engineering, then all you've gotta do is ask...
- Joined
- 20 March 2005
- Posts
- 1,200
- Reactions
- 0
http://www.asx.com.au/asxpdf/20070822/pdf/31439b874rs8z7.pdf
ok plasma - keep an eye on tap oil (ASX:TAP) and keep us updated on what work neppy have potentially done at bambra.
ok plasma - keep an eye on tap oil (ASX:TAP) and keep us updated on what work neppy have potentially done at bambra.
Hey SOB I've read your posts with a hell of a lot of enthusiasm. I reckon you have a great handle on things. Mate if you open your own website I'll be there.
I do feel a little gulity cause I have read your posts about contributing - mate I would love to and I do try and google everything I can re Neppy. Nonetheless I log in every day just to see what SOB has had to say.
Having tracked this share back some 4 years I have a lot of respect for your knowledge.
I live for the day when I can find something about Neppy that you don't already know - but alas it never happens.
So forgive me but I'm on the Neppy train. Actually followed your advice and sold my FPO'S and picked up big time on the options. Thanks for your advice re the options.
Anyway I look forward to your next post.
Sincerely Sounda
I do feel a little gulity cause I have read your posts about contributing - mate I would love to and I do try and google everything I can re Neppy. Nonetheless I log in every day just to see what SOB has had to say.
Having tracked this share back some 4 years I have a lot of respect for your knowledge.
I live for the day when I can find something about Neppy that you don't already know - but alas it never happens.
So forgive me but I'm on the Neppy train. Actually followed your advice and sold my FPO'S and picked up big time on the options. Thanks for your advice re the options.
Anyway I look forward to your next post.
Sincerely Sounda
- Joined
- 18 April 2007
- Posts
- 134
- Reactions
- 0
Struth SOB.....you're asking a lot of an old welder aren't ya mate???
How can I expect to compete with someone that, can seemingly outstrip the company re; ASX announcements.....e.g. i am hearing the tri-surv deal IS DEFINITELY only days away.
Now that was brilliant.
Nah....I'll take a raincheck on the TAP offer and try not to steal your thunder.
How can I expect to compete with someone that, can seemingly outstrip the company re; ASX announcements.....e.g. i am hearing the tri-surv deal IS DEFINITELY only days away.
Now that was brilliant.
Nah....I'll take a raincheck on the TAP offer and try not to steal your thunder.