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NMS - Neptune Marine Services

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large used notes thanks lol

ive got another patersons report i will loading up shortly, once its been edited down to ASF requirements - stay tuned.
 
the latest patersons report is attached - including the revenues from Ross Deeptech

we can assume there'll be a further update after the AGM on monday 19th nov.
 

Attachments

  • NMS_30Oct07.pdf
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Yeah, nice work Baggy, but don't become lazy now you have the kudos!

I thought you took NMS script also? More, more, more, I say! Very happy with the progress and Lange just keeps the ball rolling, at what point is this momentum really going to kick into the SP.... FY08 figures? Or 09?

Weren't NMS at this point a few weeks back, I don't understand the pullback, should have held the high, tight a$$ buyers sitting back around the $1 mark.
 
Neptune's sp is now where it was before the August 'correction'. Since then they have acquired Sea Struct, Ross Deeptech and completed the Tri-Surv deal. Add to this the other 5 significant acquisitions in the last 2 years and Macquarie's 20% interest and investors can be forgiven for wondering why the sp hasn't begun to sky rocket.

Lange said "Ross Deeptech business represents a significant opportunity for Neptune". This is an understatement if i've ever heard one. Neptune is active in Aust, US, Asia and now Europe. Aberdeen is the major centre for UKCS activities - quickly becoming the major hub for international operations. Ross Deeptech gives Neptune instant contact with an "...excellent blue chip customer base" and most significantly links Neptune to renewable energy. Ross Deeptech is widely regarded as an industry leader of renewable energy in wave and tidal and offshore wind.

www.neser.org.uk/pdf/acs_energyreview2007.pdf

This site is the Aberdeen City and Shire energy review for 2007. An interesting read in regard to gas and oil production in the north sea.

The best thing about the slow sp increase is that it gives us all time to accumulate more and more.

Go Neppy!!!
 

thats easy to answer - look at neppy's SP historically - in the lead up to any acquisition news, the price is 'adjusted' constantly to maintain a range where either.....
a/ it allows shares to be issued to the owners of the acquired companies at as lower price as possible, thereby providing them with a greater handout.....or....
b/ the necessary placement (as is about to happen) is issued at the lowest price possible, again provoding the greater handout.

once all these gifts have been finalised, we shall see neppy accelerate.

we will know when nms have stopped their acquisition program - the SP will explode.
 
Son Of Baglimit, regarding your ROV question. I believe it's incredibly significant to NMS and the long term SP, nothing more, no special interest, except rising SP. Since it's been put on their website as a goal to have a ROV that performs NEPSYS welds, it's a good chance the 5 being built (apparently), will do that. If that is so NMS will have alot of people knocking their door down to perform work. If you remember the ROV link I found some time ago, mentioned that performing underwater welds at great depth, with a ROV, was like putting a man on the moon. And the ROV that that particular company built sounded like a huge cumbersome, expensive unit, and does it do a permanent weld of NEPSYS quality?? Just my assumption, but I bet NMS's NEPSYS ROV kills the competitions option, especially if you look at R&D expenditure to date, it hasn't been that much. And as i previously said, Lange is going a hundred miles an hour, so he would be pursuing the NEPSYS ROV without hesitation. I bet the 5being built are NEPSYS ROVs. I hope someone can ask fr an updtae at AGM.
 
http://www.shephard.co.uk/UVOnline/...26550&ID=16cdd47a-bced-4cd7-a140-7aa1d29caad8

An interesting article regarding ROV and AUV development. Perhaps attaching a nepsys is one of the "full blown solutions" Darren Lake is referring to.

http://www.oilpubs.com/oso/article.asp?v1=6829

However, none of these 7 ROV's will have a nepsys attached.

Hallin Marine UK LTD (based in Aberdeen also) has contracts in Africa and the middle east as does Dive Solutions (a Neppy international partner) based in Durban.

Any thoughts on Dive Solutions possibly being next on Lange's shopping list?
Seems like a natural progression.
 
New contracts will surely come from the lecture that Mike Erinakes and Richard Campbell of US Underwater Services and Graeme Creedon of Neptune will present at next January's Underwater Intervention held in New Orleans LA.

You'd expect the who's who of the under(water)world in the audience.

Considering that the presentation must not be a marketing piece, it's strange that Neptune is yet to register for a exhibition booth. Surely this would be the perfect opportunity to promote nepsey.
 
There's been some very interesting links regards ROV & AUV development posted on here of late.
Being involved in the welding industry,(albeit dry...landlocked) I'd imagine a lot more development money would need to be spent to solve the huge problems involved in deep sea, diver free welding.
The comparison of landing a man on the moon would seem like a walk in the park, (IMHO) compared with dealing with relatively unpredicable undersea currents, trying to maintain stability while performing a permanent weld at great depth, maintaining a dry environment....et al.
Don't get me wrong, it can and probably will be accomplished however, after reading the Darren Lake article, it sounds to me like the ROV/AUV industry may be some way from conquering all the inherent problems.
Maybe I'm wrong.....I hope I am.
 
interesting trading today..............first day for a long time that NMS has been ALLOWED to trade up, and actually close on its day high - no attempt to push it down a few cents with pitiful little trades - actually it went the other way...........wouldnt it be just like lange to announce something on cup day - when no one is watching.


sophie - check the latest posts on the ROV room...interesting.
 
http://www.offshore-mag.com/display_article/309503/9/ARTCL/none/none/1/Global-deepwater-expenditure-to-exceed-$108-billion-through-2012/?dcmp=ENL.OSWR

as the link says, deepwater spending over $108 billion next 5 years.

time for some R&D sophie.
 

geez im good - sure enough theyve been to the JPM conference to show there wares.....see ann today

im looking to see if theres a recording.
 
son of baglimit said:
geez im good - sure enough theyve been to the JPM conference to show there wares.....see ann today

im looking to see if theres a recording.
Click to expand...

Estimated EPS of 6-7c for 2008. Nice PE ratio

Wonder if they'll consider dividend payments any time soon.
 
like most ??

gee you must have some doozies in there - plenty of us rate neppy no.1.

what else do you have hidden in there ?
 
a knighthood ???

gee i missed that - my mum knitted for me once, but no tap on the shoulder for me.

the bargain shopping is over yes, now its just become a boring great investment.

todays gain was bigger than some of us bought nmso at
 
Hey SOB - some great work over the last couple of weeks. It's been great to watch. Not sure about the Sir Baggy thing - but you did pick the "if they let it roll it will go" line - so well done.
Hate to be a pesimist but wasn't a recent Pattersons report looking at 6 -7c EPS in FY 08? I'm with you if the integration of the additonals since that report go well then it's deserving of an upgrade - no doubt about that. But the company and therefore our hopes rest on how well the company pulls together financially and is able to integrate the existing businesses into a cohesive force. I'm in there big time but I think we need to cast a critical eye across the ability of the company to secure long term contracts and a reliable revenue stream.
Dividend talk is a long way of IMHO but when one looks at the FMG rise then who knows! They still haven't moved one truck of ore but the share price is around the $50.00 mark.
I recently read an article in the magazine called Cosmos - it's a science magazine and they were talking about underwater mining where they have been able to use (or are going to use) the existing technology of underwater oil companies. Another viable market for Neppy - surely?
I have also scoured the web and found an article that suggested a number of Australian companies that could go big internationally. Neppy was one of the companies listed. but interestingly so was Amadeus - of which one of Neppies directors is also involved with. Can't say I mind the association. Anyway thanks for the great work on your research and your willingness to share the info.

Cheers Sounda
 
Jarrah Tree - good decision not to sell at 1.03 (ouch) - Sir Baggy would have been hugely disappointed at that decision. Although I suspect he (actually SOB could be a she) may have grabbed the offering with both hands - so would I have actually!!
Let it ride "me old china" You are on winner IMHO - no doubt!!!

Hey SOB - is SOB a psuedonym for C Lange?
 
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