Hallin Marine Subsea Share Discussion Threads

[evaluate] 30/1/2010 13:50

You should receive a cheque within the next couple of weeks.

If you haven't got it by the middle of Feb, then call the registrar.

[eddyt27] 30/1/2010 13:47

new to this,invested a few k on HMS & left shares in, and now i do not know whats going on. Can any one help me..?

[peterbill] 29/1/2010 21:48

To keep a tab on the brokers ...
Post when you do receive your cheque for the proceeds.

[sailing john] 07/1/2010 14:48

The following dates are indicative only and subject to change. Please see note (1) below

Last day of dealings in, and for registration of transfers of, Hallin Shares
22 January 2010(1)

Scheme Record Time
11.59 p.m. on 22 January 2010(1)

Court Hearing (to sanction the Scheme)
on 25 January 2010(1)

Effective Date
on 26 January 2010(1)

Cancellation of AIM quotation of Hallin Shares
on 27 January 2010(1)

Latest date for dispatch of cheques/payment in CREST of Cash Consideration
on 9 February 2010(1)

(1) These times and dates are indicative only and will depend, amongst other things, on the dates upon which the Conditions are either satisfied or, if capable of waiver, waived, on the date upon which the Court sanctions the Scheme and the date upon which the Court Order is delivered to the Companies Registry of the Isle of Man Financial Supervision Commission for registration. If any of the above times and/or dates are changed, Hallin will give notice of the change by issuing an announcement through a Regulatory Information Service.

[evaluate] 07/1/2010 12:18

Anybody know when this will close out?

Reluctant to walk away from a guaranteed 7p / share, but could could do with the additional firepower in my CFD account.

[clancrackan] 22/12/2009 11:10

It is difficult to forsee the outlook for 2010 never mind beyond but some possibilities spring to mind :

Probability of the ongoing seismic shift in economic power from the
"developed" economies to China/India/all Asia in particular.

Probability of ongoing economic crisis in "developed" countries burdened by massive debts at all levels, government and personal.

Many unhappy possibilities are open in "developed" countries,
inflation/devaluation, stagflation/devaluation, recession/devaluation.

So having prospered well in Hallin now gone and Government Bonds in 2008/9, I have added to cash (euros/dollars/Sing $/pounds) now 20% of my portfolio pending weaker markets for reinvestment,, continue with a 10 year long term hold of gold but am going into 2010 with a more cautious portfolio having added part of Hallin proceeds :

High Yielding Asian Investment Trusts for growth and income
HFEL 4.1% Div, SOI 4.7% Div, AAIF 3.6% Div.

Asian Investment Trusts for growth.
SST 1.5% Div, HPI 1.5% Div, PHI 1.3% Div.

Chinese Investment Trust for growth
JMC 1.1% Div,

Indian Investment Trust for growth
JII No Div,

Energy/Mining/Commodity Investment Trust for growth and Income
BRCI 4.6% Div,

UK Shares for dividend and growth
BP. 6% Div, GSK 4.6% Div, BLT 3.0%

UK shares for dividend and growth
NBI 3.1% Div, FSJ 3.3% Div, plus sundry AIM stocks.

Indian Energy stocks for growth
KSK No Div, GKO No Div, OPG No Div,

Sundry Overseas stocks.

UK/US Government bonds
Sold out in 2009 except for a few added inflation linked.

Realise this portfolio will not suit many but it suits me.

A very Happy Christmas to all and a healthy & prosperous 2010 and beyond.

[edmundshaw] 19/12/2009 12:23

Sold out after the bid rose another penny or so. Often worth waiting a few days even if you don't want to risk a wait till the final stages, imo.

[edmundshaw] 14/12/2009 22:54

hear hear clancrackan. From a distance at least, Hallin management look excellent (efficient, focused and straight). One of my reasons for investing.

[clancrackan] 14/12/2009 19:51

Thanks for the recommendations have picked up a few, today, not many though.

For the rest have banked the money across high yielding Asia Trusts such as
HFEL, AAIF, SOI and FTSE 100s such as BP. GSK BLT and cash, pending gradual
reinvestment.

The Board and managment of Hallin certainly didn't leak and there was no sign
of behind the scenes buying. Just quietly and efficiently did a good job for us all, a good team, to be congratulated.

[greek islander] 14/12/2009 16:42

ianst99

Go look also at APG - a penny share trading at well below potential share price - very solid excellent defensive stock with a landbank, good cashflow, superb management and will race ahead when retail starts to recover (BBC today says retail already beating last year).

[ianst99] 14/12/2009 14:50

Sold at 226.5 tdwaterhouse
Tried at 9.00am but failed
retried at 14.00pm excuted

Thanks for all the info on this board, will check out some of the above recommendations.

[edmundshaw] 14/12/2009 11:02

Incidentally, FWIW, another cheap co imo is VP group on a low PE and yield over 6%. A recovery sector, and the company is better diversified than peers, and includes oil services as a segment.

[edmundshaw] 14/12/2009 10:57

Ditoo, rivaldo. Have sold some of mine too, over 226p.

Agreed on risk/reward, but I'd prefer a bit more for the rest if I can get it.

[clancrackan] 14/12/2009 10:45

Steg, Yep and taken onboard some of your posts, will type more later.

all the best to all.

[rivaldo] 14/12/2009 09:32

Hope it is Steg - he deserves it!

I decided to sell too. When I (and edmund) first posted about holding until the cash was received the bid price was 215p, but today I could get 226p and over, so the risk/reward had changed dramatically.

Bought a few EROS recently and topped up today in case anyone's interested. Nice report on CHNS re its recent City presentations on that thread too. Otherwise I agree with Greek Islander about VLE's undervaluation, and GNG remains a complete and utter bargain imho.

Oh, bought some LOQ too recently.

[stegrego] 14/12/2009 08:31

Im guessing the 260,000 at 227 is you Clancraken?

Very good price for that amount!

[stegrego] 14/12/2009 08:05

Well this was certainly the best profit warning ive ever had!

I know we are all being self congratulatory, but if the bid had not come then these would have probably gone below a quid as they are going to miss on the results.

Ive sold out as its only a few pence less than the offer and if anything did go wrong (unlikely) then the price would plummet. 3rd takeover ive had this year and the only one that hasnt royally screwed me, so im taking the money and running!

[tara7] 13/12/2009 19:11

Well done guys, we just love to double, [but was not in here]and i like to 10 bag shares. For more undervalued stocks see my thread by searching, TARA*S TEN FOR 2010.

[glasshalfull] 13/12/2009 13:49

GI

Appreciate your kind remarks but ultimately your investment decision, although I'm delighted it worked out for all of us in HMS:-)

O/T
You'll be pleased to note that I'm back in GNG.
That "half baked" trading statement from them 9 months ago cost me when they omitted recurring revenue from the statement, but progress has been impressive since and the dip last week was the opportunity I required.

Regards,
GHF

[stegrego] 12/12/2009 20:33

I wouldnt rush into anything - seems like small caps are getting cheaper each week at the moment

[clancrackan] 12/12/2009 19:46

Interesting recommendations will let you know late monday, what I have done,
for better or worse.

Thanks again

[clancrackan] 12/12/2009 19:12

Thanks all analysing.

battlebus which government !