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NMS - Neptune Marine Services

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whats this talk of dilution ?

every company lange brings in to the neppy family is earnings accretitive day 1 -the only purchases not directly contributing to earnings will be the ROV's and any vessels they buy - but we all know they will only be creating more earnings with them anyway. dont fuss about dilution - in this circumstance, it stands for more folk having as much fun as we are.

bring it on CL.
 
I'm sure it will all pan out well for the future, but is there something going on with the amount of small trades happening. Or is it just great "word of mouth", as the amount of small trades seems incredibly excessive.
 
Considering we have so many insto on the books now maybe their staff are following the lead of their employers. Inter-office memos are a wonderful thing.
 
Actually REG4000 that's a pretty good point, there is 350+ staff, plus the ones coming onboard and then all their friends and relatives. I bet they would be getting the heads up on what to do. I'm nearly "locked and loaded" for a margin loan, and then I will try and conjure more ways to get more. Maybe sell my .....!!haha:)
 
Going to take my $5,000 SPP and buy another 10,000 shares at a price yet to be determined.

Maybe I should buy $500 parcels for all of my split personalities then we will qualify..what are you talking about....shutup and let him finish......will you all be quiet....who died and put you in charge.

Sorry about that, in future I will try and keep them off this forum
 
Below is an extract from a Wise-Owl Report:

"Mining and engineering services
We all know that the commodities boom has delivered some impressive share price gains to our mining companies. The good news is the spoils from booming commodity prices are spilling over to the industries that offer services or support to them.
What makes these support companies particularly exciting is that they are not directly exposed to minor falls in commodity prices, yet can share in the upside of rising commodity prices. If commodity prices were to fall from here, it would immediately impact most miners through lower profits and lower share prices. However, as long as these mines keep operational, the companies who service mining operations will enjoy business as usual.
Wise-owl.com picks in the Mining and Engineering Services Sector:

Austin Engineering (ANG) fabricates many of the components used in mining machinery and also offers maintenance services for heavy machines. Austin is in a stronger position than many of its competitors as it uses robotic welding methods that reduce its exposure to blue collar labour shortages.

Neptune Marine Services (NMS) has a unique technology for underwater welding which achieves bonds that are much stronger than competing methods. This welding technology is becoming increasingly adopted in the offshore oil and gas sector."

always good to see neppy in analyst reports.
 
SophieSweet said:
I'm sure it will all pan out well for the future, but is there something going on with the amount of small trades happening. Or is it just great "word of mouth", as the amount of small trades seems incredibly excessive.
Click to expand...

a learned colleague advises that many orders are coming thru together in parcels from brokers, suggesting these brokers are getting their clients involved. could be one doozie of an SPP.
 
Its my first post. Ive been in the market and holding NMS atm. But NMS has got to be one of the top stocks for 2008. Would any agree? And if not share your input.
 
Dimitrosp,, sorry mate but that's a bit of a silly question to be asking on this thread... Surely you can tell the amount of support Neppy has by the posts being made, and if we are correct in our predictions and hopees of neppy and its strategy moving forward, then we should hopefully be in for a good year/s...
 
Bit harsh there budgie, selecting top buys for 2008 is high on my priority list right at this moment.

Not a fundie, just cruise chart trends, and was once a passionate skin diver for many, many years so the attraction to a special underwater welding technique interests me. In fact when I get the chance I will be talking to some deep sea diver/welder buddies I dived with all those years ago to get the exact story.

Other than that bit of useless information, NMS is first on my list for 2008, together with MGX. But I am fully out now with super and private accounts until the market decides whether to plunge to the August lows or not.

Even NMS will find it difficult to swim against the tide of the market shoiuld that happen. :eek:
 
Wouldn't say it's its harsh mate, just the facts plain and simple, there's never really too much negative sentiment on most of the individual stock forums which can be a bit misleading sometimes, especially for newbies to the market... NMS is one of the better threads going round.. I've already posted my thoughts on neppy good and bad last week some time..

Welcome abpoard the Neppy train Dimitrosp......
 
Gee....seems the gloss maybe coming off somewhat.
46 wanting 1/2 a mil Vs 74 selling almost 1.3 mil.
I also note most of those small p*ssant trades seem to have evaporated and, some larger parcels taken their place.
Maybe the sellers need some funds for the holiday break.....;)
 
Exaclty right Plasmapark. I scratched up another 10k and had an order in at $1.05. Was out all day and when i logged on in the evening, couldn't believe she got to 1.055. Missed it by that much! I am confident to pick them up on Monday.
I've enjoyed reading all of your posts and have learned one or two things along the way, so ladies and gentleman (and you to sounda) have a great Christmas and a safe new year.

Go Neppy!
 
Last night on the "national geographic" channnel on foxtel, was a great couple of shows on pipelines. One was "Super pipelines", which showed the installation of a gas pipeline, from Denmark to the UK. There was alot of technology on display, possibly equipment that NMS may have their eyes on, for future projects. Of particular interest was the hyperbaric weld that was required to connect the huge pipeline to the platform, all previous pipe was welded and tested by ultrasound onboard the pipelaying ship. It appeared obvious the NMS weld would be alot cheaper than the huge chamber lowered and attached to the pipeline. Also they showed ROVs in action, clearing up a nuisance shipwreck in the pipelines path. The dexterity of the ROV was brilliant, carefully collecting artifacts from the bottom of the ocean. I could just see the potential for a ROV to be welding a pipe in very deep water. The second show featured was "Deepsea Pipelines" and it was focused off the continetal shelf, in the GOM. Apparently all the current infrasture is in shallow water, but there is a huge amount of untapped areas off the shelf. The oil they were looking for was 5miles down and there is new technology to allow it to be tapped. I thought they were excellent documentaries. I think whatever money Lange has leftover from the raising there is plenty he could buy, if they intend on being a fully end to end service and worldwide. I would think he has a huge shopping list, and maybe a pipelaying ship is on it??!?! I'll be looking for it when it is repeated on Foxtel, I thought it was that good.;)
 
ok sophie - a job for ya - catch it all on tape, convert it and put it on ASF - achievable i assume lol.

good to see you didnt spend xmas day watching things like that.
 
son of baglimit said:
http://www.rigzone.com/news/article.asp?a_id=53773

Oil Industry Applauds Decision to Extend North Sea Tax Breaks
The Independent - London Friday, December 07, 2007


The Treasury has agreed to extend tax breaks for the decommissioning of oil fields in the North Sea in a move that it hopes will prolong the life of drilling in the area.
*****************

This is great news for those small oil companies operating in the north sea that are prepared to use new technology, like nepsys, to milk every last drop from these depleted fields. It encourages them to utilise the existing infrastructure, and where necessary, repair it using nepsys, as well as other services NMS provide. Listen to Langes presentations on brr.com.au for these same reasons.
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and an example of such a sale, due to diminished value of the field to the BIG oil company.....

http://www.rigzone.com/news/article.asp?a_id=54391

Shell, ExxonMobil Sell North Sea Fields to Fairfield, Mitsubishi
AFX News Limited Monday, December 24, 2007


Royal Dutch Shell PLC and ExxonMobil Corp unit Esso Exploration and Production UK Ltd have agreed to sell the Dunlin gas fields in the North Sea to Mitsubishi Corp and Fairfield Energy, Shell said in a statement.

Under the agreement, Fairfield will take a 70 pct stake in the project and will become the operator, while Mitsubishi will get the remaining 30 pct.

The agreement is subject to certain conditions, including government consent. Shell expects to transfer the operator role to Fairfield early next year. Financial terms of the transaction were not disclosed.

The Dunlin cluster, comprising Dunlin, Dunlin South West, Osprey and Merlin fields, is located 195 kilometres north-east of Lerwick in the Shetland Islands. It is producing about 8,000 barrels of oil equivalent per day. In 2006, Shell pumped around 360,000 boepd in the UK
 
anyone know WHO neppy did the work for in india ??
this is certainly right up their alley.

http://www.rigzone.com/news/article.asp?a_id=54397

India ONGC to Spend U.S. $645 Million on Mumbai Offshore Pipelines
by Gurdeep Singh Dow Jones Newswires Monday, December 24, 2007


NEW DELHI, Dec 24, 2007 (Dow Jones Newswires)
India's state-run explorer Oil and Natural Gas Corp. (500312.BY) plans to spend 25.5 billion rupees ($645 million) in the next three years to strengthen the oil and gas pipeline network at its western offshore Mumbai fields, it said.

The company plans to revamp the pipeline network as it expects implementation of a development project will increase the production life of its Mumbai offshore fields to 2030.

The ONGC board also approved a capital expenditure of $35.9 million for the third phase of development of its PY-3 oil and gas field in the eastern offshore Cauvery basin.

ONGC holds 40% stake in the field while Hindustan Oil Exploration Co. (500186.BY) owns 21%, Tata Petrodyne 21% and Hardy Exploration & Production 18%.

The development is expected to enhance the recovery of hydrocarbons from the field, according to a company statement posted on its Web site after a board meeting late Saturday.
 
aye aye captain... anything else?? :p:

You would have loved it, don't you worry. I was glued to the screen, then watched reruns of my favourite tv shows from the 70's, lovely!

I wonder whether the 3 GOM jobs mentioned in the 14nov07 COMSEC talkfest will make the next quarterly?? Probably not. And will we start to see figures to inspire more people to get onboard. The acquisitions surely wouldn't be earning less than before, but will they be pulling in figures finally to get the SP going. Will BP do something? Could NMS handle a service agreement, staffwise, or would we have to wait awhile till they have enough qualified personel to handle what BP wants. Or would NMS just get one off jobs?? Will the Euro Patent happen shortly?? Will the capital raising see the price drop to 95c or below?? And finally, are we on the brink of a huge recession and how will NMS handle it?? Come on Son of Baglimit, give us your thoughts???:D

One more point! i wouldn't be suprised to see the share registry go from 4909, to over 7000 with this raising. Which should see some interesting trading in the near future. NMS certainly will be alot more liquid, but not NMSO.
 
SophieSweet said:
I wonder whether the 3 GOM jobs mentioned in the 14nov07 COMSEC talkfest will make the next quarterly?? Probably not. And will we start to see figures to inspire more people to get onboard. The acquisitions surely wouldn't be earning less than before, but will they be pulling in figures finally to get the SP going. Will BP do something? Could NMS handle a service agreement, staffwise, or would we have to wait awhile till they have enough qualified personel to handle what BP wants. Or would NMS just get one off jobs?? Will the Euro Patent happen shortly?? Will the capital raising see the price drop to 95c or below?? And finally, are we on the brink of a huge recession and how will NMS handle it?? Come on Son of Baglimit, give us your thoughts???:D
Click to expand...

so many questions, so much so much thought.

ok my thoughts.....

3 gom's - same answer.
inspire more people - the recent trades ($500's to qualify for spp) and the oversubscribed placement (and new large holders) are proof enough.
acquisitions earning less than before - the comsec talkfest answers that.
BP - locked and loaded....you decipher it.
personnel - each acquisition brings in a new team - will wait and see.
one off jobs - probably, but long term jobs will follow......theres enough work coming from apache on the NWS right now id guess
euro patent - within 2 months for sure....lange had 3 months from 13/11 to confirm the wording was correct.
below 95c - im laughing to hard to answer that....for greedy reasons i wish, but i doubt it.
huge recession - no.
medium recession - yes....and it will be the making of neppy.
OIL will still flow at $70-$100 a barrel, BIG OIL have rubber stamped their spending to find it, drill it, pipe it and sell it for the next 5 years.
while other sectors struggle thru a recession, credit/debt squeeze, O&G services will continue to make huge profits, and stand out like beacons.
 
son of baglimit said:
huge recession - no.
medium recession - yes....and it will be the making of neppy.
OIL will still flow at $70-$100 a barrel, BIG OIL have rubber stamped their spending to find it, drill it, pipe it and sell it for the next 5 years.
while other sectors struggle thru a recession, credit/debt squeeze, O&G services will continue to make huge profits, and stand out like beacons.
Click to expand...


Alright you backed up your answer with some reasoning, and it sounds logical. But what was Lange referring to then, when he mentioned USA issues/problems, in the 13nov07 comsec conference?? I also remember the points made awhile ago that during the tech crash, some companies boomed, as people looked for places to park their $$$$, and apparently a company like NMS could do well in apparent bad times. Don't get me wrong, I want them to go gangbusters and I am certainly buying a substantial load more soon, but it's good to know as much as possible, hence my question. perhaps others have thoughts on this to??
 
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