OTTO MARINE (OM)

望山

要说吧，OM这支小盘股还一直没引起我的注意。此前的和黄，云顶，REITS，吸引了我的大部分注意力。不过连续的发力，使得这支小股表演了一轮强劲上升。让我开始感兴趣了，经过了解，总结如下：
1. OM从事近海海事服务，包括：近海补给船建造，租船业务，专业化近海服务等。近年新船订单减少，租船业务拓展不利，使得公司收益锐减，而其印尼巴丹的大型船坞消耗和折旧很厉害，因此股评级徘徊在出售；
2. OM的分公司业务有好有坏，总体没有大的新订单的出现，因此不抱积极态度；但从近期其签署收购意向（GO MARINE，澳洲油气服务公司）等系列动作看得出其有所作为的渴望，因此可持观望态度；
3.股价在日本地震海啸发生后跌到历史最低2毛，随后迅速表演了一轮上涨，最高回到2毛7分5附近，突破了地震之前的2毛5分，不排除人为炒作收购利好消息，但如果此后有新的利好消息，不排除再一轮的机会到来；
预计2毛3分进，可望突破3毛。（一家之言）

Otto Marine signs option to buy Go Marine for $25.5m
（URL:http://www.todayonline.com/Business/Businessinbrief/EDC110202-0000185/Otto-Marine-signs-option-to-buy-Go-Marine-for-$25,5m）

Mainboard-listed Otto Marine has signed an option to buy Australian oil and gas services company Go Marine Group for A$20 million ($25.5 million).

      The company said the deal will be in three tranches through a convertible loan agreement and an option agreement. Under the convertible loan agreement, Otto Marine will provide Go Marine with a loan of A$15 million and have the option, exercisable at any time during a one-year period, to subscribe for new shares equivalent to 49 per cent of Go Marine in two tranches.

      Otto Marine will also have an irrevocable option to acquire the remaining 51 per cent of Go Marine from  shareholders at an exercise price of A$5 million.

望山

老鼠爱小米

小盘股涨起来吓人，跌起来也吓人。需要时间去关注它，如果没时间盯盘，还是算了。

望山

如果只看股评报告，或只听信小道谣传，或只看着早报买股，呵呵，每个人都可以当专家了。
要的就是出奇兵。此股虽小，交易量不小，何况海事业，翻盘也许就在1-2个订单之间发生。既然已经在几乎最低点了，我认为可以冒点险，进点儿，一旦业务转好+利好消息+有庄来炒，都有赢利的空间。当然了，这也是不可预期的，也许一直套在里面也可能。各人看各人的手头资金和耐心信心了。俺也不会多进。

靚剑

现在的投资理念就是买股票就是至少要赚一倍，申购20万股的Dyna-Mac Holdings只分配到3万股，发售价35分，现在55分，离目标还有15分。

维妮公主

好贴留名，这股票我持有中，但是亏着，希望能上去点~

望山

回复 靚剑 的帖子

胃口不小啊。都涨2毛了赚6000还不出手。厉害

望山

回复 维妮公主 的帖子

维尼，你多少进的？如果现在还亏，估计你是在0.28-0.32进的。忍耐忍耐。一上去就不是上一点了。但不上去也就不上去了。（%%%^^%&^%我讲的是废话）

望山

看这两天，已经出货量不小，看来这波行情过去了。持有者们，期待OM的崛起吧。耐心等待。

望山

OM还有另一个可能。也是最杯具的结局。是我所不希望的。就是走JAYA HOLDING (J10)的老路。 几十年的老船务公司了。最高股价井喷到2块，如今，唉，提不起。再看看他的利润，1年与1年相差咋就怎么多妮？？？！！！！
当然了，JAYA和OM的规模和业务不可同日而语，我只是担心呐。


Background
The origin of the Group dates back to 29 August 1981 when Java Marine Lines Pte Ltd (JMLPL) was incorporated. From then on, the Group embarked on its expansion path building up a wide clientele in Southeast Asia for its marine transportation services and securing some medium-term contracts to support civil and marine engineering projects in Indonesia.

In 1983, Jaya Offshore Pte Ltd (JOPL) was set up as a ship operating company while JMLPL remained as a ship owning company. Under ship repairing, the Group offers services such as vessel support on the basis of contract of affreightment and time or bareboat charter contract ranging from one month to five years, transportation of project cargoes, chartering of tugs, barges, utility vessels, supply vessels and other offshore vessels to oil and gas companies and bulk cargoes, ocean towage, supply of harbour tugs in vessel berthing operations in ports, ship-to-ship transfer operations at off-port limits, which involves the transfer of cargo between two vessels outside the port area and ship management and ship agency work.

The Company is an investment holding company. The Group is primarily engaged in ship owning, chartering, ship management, ownership of shipyard, and the building and repairing of ships.