Australian (ASX) Stock Market Forum

NMS - Neptune Marine Services

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What a pity only those already with shares seem to get to know all these wonderful facts. Chand would be nearer right if the info was more readily available.
 
alba said:
What a pity only those already with shares seem to get to know all these wonderful facts. Chand would be nearer right if the info was more readily available.
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Alba, You lost me there, what information are non shareholders, or option holders not privy to?? Or are you referring to the delay from the time of the presentation, 14nov07, till when it was released? I think Lange is is very clever individual and pumps the information out as much as possible, with competitors and possible customers in mind, meaning he can't tell us everything. I think from reading a couple of posts on HC, Lange copped a bit of flack for his presentation, I think maybe they should listen again. Lange spoke for over 30minutes, but could have spoke much longer, bragging about the merits and achievements of NMS, eg the stainless steel weld underwater, and "fixing up a couple of boats for the navy", whatabout painting the Collins Class submarine for the Navy? Both noteworthy achievements and firsts. Overall he sounded very comfortable and knowledgeable, perhaps confident, even cocky!

In regard to Chand's forecasts, they're not much better than others, with respect to Chand, there is no analysis at all to substantiate them. Although he may be right on the money, and I hope he is.

I would like to know what the 2nd last question was that Lange responded to. It started referring to Labour, not the Labour Party, then mentioned high oil prices and perhaps that they are cheap now and how critical the US market is, and then the couple of nutters in Venezuela. The gist i got was that the looming worldwide financial crisis wasn't what he was referring to but upheavals in major oil supplying countries, have a negative affect on NMS, is that anyones else's take on it? If that is it, I thought essential services would be immune, except for a momentary dramatic drop and then a sharp rise as people park their money with solid companies, with potential. I can't see NMS's earnings being affected to much, as they are in such early days and anything they lose, they should pick up as more opportunities arise. Also he mentions how costs and demand has rocketed, ie rigs going from 60k a day to 240k, so due to demand, so I can't see NMS sitting around once the ball gets going, I think ,as their recruitment initiatives show, they will need all hands on deck, all the time.

5miilion on NEPSYS last year and 10million this year, yet the large 360degree weld for apache was 2.5million. And they have 3 NEPSYS jobs with Apache,ENI and Helix in GOM. It doesn't sound like many individual jobs for NEPSYS this year. But they do sound lucrative.

Son of Baglimit, I don't think R&D would figure much at all in a Master Service Agreement with BP. Lange referred to the CATS pipeline in in the North Sea and how they didn't fix the problem, but charged them for manufacturing a habitat for fixing it. So I take it they make them as they go and build them into the price. Here is a link for that pipeline, worth a look.

https://www.icmmed0ty.com/cats/login.asp

:cautious:
 
Sophie.

What I mean is that we, already shareholders are informed about these radio presentations because we are informed via chatrooms on NMS which we frequent. If we didn't we would never get to know. More regular announcements to ASX would get the information out to more people imo
 
Any comments on the weakness in the share price, a break of 1.05 chart wise would all most indicate a down trend... any reasons why???has been getting excellent press.tech wise on friday it sits on 38% of last range up and 30day ma...looking pretty crook to me.
 
Danc, I was about to ask the same question.
Obviously, the AGM didn't contain the good news the market was expecting. Then again, maybe there's another takeover in the wind???
 
danc, plasma - sorry to upset the charts, the stars and the gossip - its all just another saga in the 'force the price down til we are ready to announce'
story that has long determined neppys SP.

we know theres a raising coming, we know its huge, what we dont know is at what price lange is prepared to give away these big chunks of neppy to guarantee acceptance, and the profits of the acceptors.

we simply sit back, accumulate more (as others are no doubt doing) and await the next piece of exciting news.

the only thing we dont have is a clock.
 
I've got a clock.

It's pretty miserable watching my portfolio value dropping rapidly. What sort of timeframe are we looking at till it may get back on track again, I need to pay for some plastic surgery soon. Would it be around a month from announcement till settled and running again?? I tried looking back through old announcements but couldn't work it out, maybe someone here has answer off the top of their head.

What happened to "locked and loaded"?

:mad:
 
SophieSweet said:
I've got a clock.

I need to pay for some plastic surgery soon.
:mad:
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Maybe you can have some "gills" thown in so you can get down and assist the Neppy divers. That might help the SP?;)

Seriously tho, this falling share price is not what I expected and not enjoyable.:confused:
 
Have to say, I also have a clock....it's starting to look like what's needed is a stopwatch, the rate the SP's dropping.
 
Lange did say the stock was now very liquid, I suppose like holding a bucket of water in your hands now though. To bad for all the little people selling out because of fear, yet I bet the big boys know what's happening.

Lange at AGM,"what's it now, around $1.34".

Maybe there will be an issue at $1.00 or $1.05, which the price has just plummeted to?? This is BS!!! :banghead:

- yeah i do have enough SOB-plenty

fun?
 
lolololol - sorry sophie - it aint BS - its the way to get big bankers to love you and be prepared to back you when you want cash.

you are holding long term - so just sit back and enjoy the lesson.

just remember langes background at schlumbugga - he knows how to play the market, bankers, investors big & small - if u have spare cash take the opp this gives you - or if you have enough, just smile.

the fun is getting closer.
 
NMS down on price, up on volume.
MRM up today on price and volume.

Perhaps a bit of profit taking, a bit of manipulation, and a bit of takeover rumours have hit NMS?

I'm not worried ... could be an opp to increase my NMS holdings some more. I'm confident my buy in level (70s-80s) is a reasonable support level and wouldn't see NMS dipping below that.
 
Well that was the day that was. :eek:
A bit of a dip in the sp and the crowds are heading for the door. A little prematurely imo. Still it gave me the opportunity to do a little top up.
Hey Sir Baggy I'm a bit miffed I mentioned MRM some time ago and noone took it up now everybody wants to speculate on MRM - paticularly on another site.
I can't see what has changed apart from the mindset of some who want to hold on to some profits. I'm content to hold long term so these little dips provide some good opportunities. I grabbed a parcel at 1.09 and another later for 1.035 - sweet. :D
You would think that an announcement is close - someone knows something.
Where to from here Sir SOB - Sophie or indeed anyone?
 
Where to from here????
Nerves of iron....speculate, accumulate....hold your breath.
I also had a lil top up yesterday at 1.04, sorta went against the grain tho, considering I bought in at 53c.
Such is life.
 
I'm with SOB
This looks like a shake out. If you have enough shares at the top you can play with the small investors, trigger their stop loss and pick up the crumbs, reduce the avg share price for an equity raising.

If you have the cash could be the time to top up or just sit back dream of things to come.
 
It seems to me the word is out that there will be a placement at $1. The SP seems to have found support at that level.

Re MRM - I don't think NMS would try & take them over at this stage as they would need to issue too many shares. However, I maybe proved incorrect.
 
MRM has requested a trading halt until commencement of trading on Thursday 6th December - is Neptune attempting a take-over?
 
prince said:
MRM has requested a trading halt until commencement of trading on Thursday 6th December - is Neptune attempting a take-over?
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You would expect Neptune Marine Services Pty Ltd to also go into a halt if that was the case. Unrelated IMO.
 
If things are happening as it seems, it's very cutthroat and unfair to small investors. Alot of people would be losing through stop losses and others selling in a panic. But who cares hey?? The show must go on. As MisterS suggested elsewhere, if this is manipulation, it's very brazen, I say, incredibly brazen. It's odd to be doing investor presentations, then this happens. Jump onboard and then watch your investment crash by 25%, and then just wonder WTF??? Thankfully I am in a good position, but I am sure some others have been spruiking this great company to friends, who in turn bought and we can only hope they hang in there. If it is manipulation, it's very unethical. :banghead:
Now if there is a capital raising at $1 and the price sits there firmly till then, you can draw your own conclusions. I'm going to bang my head again, here goes.:banghead: and again:banghead:

gee that hurts
 
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