ShareJunction - Member Posts

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Suggestion:
Unlocking value of APL Logistics through issuance of IPO share for every single NOL stock is a must.

Advantage: Can retain majority business & flexibility to management. This also increases the combined value. (NOL + APL Logistics) Hope to see APL Logistics issued at $0.80 per share. Bringing combined value to at least $1.50 and above.

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Even if Tamasek want buy, I doubt NOL will sell to him. NOL previously rejected Tamasek $2 offer. Because the management think it can fetch more.

Hope NOL success in issuing APL Logistics (my suggestion: 40% as ipo) instead of selling fully. APL Shipping also need to target sell/lease more ships.

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Dear NOL Mgmt,
My advise:
- APL Logistics (1 billion) is too little. NOL should aim for 1.2 to 1 5 billion. It will be best to release as IPO to enable flexibility & able to retain business by only selling 40%.

- For APL Shipping, a need to sell more vessels to manage undercapacity.

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Tips for NOL Management:

- Your freight pricing department should be sacked: Your freight rate priced few hundred above HPL, OOCL, Maersk Line for many of regions. That is why customers used other carrier instead, resulting in slots not filled in NOL.

- Your previous director ordered too many new vessels amounting to 2 billions that results in subsequent years losses.

Above resulted in undercapacity.

Solution:
- Pls work to make your freight rate as competitive as Hapad Lloyd.
- Pls lease more new vessels to Maersk & sell more old vessels away as you don't need so much vessels.

MetalTrader3 ( Date: 01-Nov-2014 21:40) Posted:

Dear NOL Mgmt,
My advise (Alternative Superior Strategy):
- Sell entire APL (Shipping) to different buyers.
- Retain APL (Terminal & Logistics)

This strategy will generate positive profits in hundred of millions b4 tax per quarter instantly. As only most profitable business are retained.

MetalTrader3 ( Date: 31-Oct-2014 21:17) Posted:

Dear NOL Mgmt,
If followed as below, NOL will be a bright star in future.

My Advise (Superior Strategy):
- Sell half of APL (Shipping) to manage undercapacity Liner Operation. This will improve liner revenue & having lesser scale of vessels & operating costs to maintain.

- Issue APL (Logistics) as IPO to retain overall control. Sell 40% of APL Logistics shares to buyer, retain 60%. Work with buyers to expand network & business.

This 2 strategies need to be operated simultaneously to turn NOL into very profitable business.

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Dear NOL Mgmt,
My advise (Alternative Superior Strategy):
- Sell entire APL (Shipping) to different buyers.
- Retain APL (Terminal & Logistics)

This strategy will generate positive profits in hundred of millions b4 tax per quarter instantly. As only most profitable business are retained.

MetalTrader3 ( Date: 31-Oct-2014 21:17) Posted:

Dear NOL Mgmt,
If followed as below, NOL will be a bright star in future.

My Advise (Superior Strategy):
- Sell half of APL (Shipping) to manage undercapacity Liner Operation. This will improve liner revenue & having lesser scale of vessels & operating costs to maintain.

- Issue APL (Logistics) as IPO to retain overall control. Sell 40% of APL Logistics shares to buyer, retain 60%. Work with buyers to expand network & business.

This 2 strategies need to be operated simultaneously to turn NOL into very profitable business.

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Dear NOL Mgmt,
If followed as below, NOL will be a bright star in future.

My Advise (Superior Strategy):
- Sell half of APL (Shipping) to manage undercapacity Liner Operation. This will improve liner revenue & having lesser scale of vessels & operating costs to maintain.

- Issue APL (Logistics) as IPO to retain overall control. Sell 40% of APL Logistics shares to buyer, retain 60%. Work with buyers to expand network & business.

This 2 strategies need to be operated simultaneously to turn NOL into very profitable business.

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Actualized on Q3 (Shipping Struggling).

MetalTrader3 ( Date: 31-Oct-2014 00:14) Posted:

I am not interested in Q3 result, but on selling of APL Logistics. USD 1 billion is a living lifeline for NOL, which in turn allow NOL to cut its debt more than 50%. Restructuring will follow. NOL will probably be in red, as shipping sector haven't recover yet. But NOL true Fundemental lies in 3 areas- Terminal (Profitable), Logistics (Profitable) & Shipping (Struggling).

Lucky03 ( Date: 30-Oct-2014 20:05) Posted:

What do you think of the Q3 result to be announced tomorrow

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Do you think market play fairly? Despite NOL jump did not exceed 10%.

Lucky03 ( Date: 31-Oct-2014 00:52) Posted:

Agreed but NOL has been so quiet on the progress of the sales. As retail investor, we learnt of it from news site instead of hearing from NOL itself. This is unfair. Apparently, insiders already knew it yesterday that it jumped on very high volume. Shouldn't SGX question NOL on their transparency !!!???

MetalTrader3 ( Date: 31-Oct-2014 00:47) Posted:

What do you think NOL need? NOL do not need Q3 result, but the timely pump in of fresh USD 1 Billion capital to save it. In this crucial period, it is like water came down from heaven. It is so refreshing for NOL!

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What do you think NOL need? NOL do not need Q3 result, but the timely pump in of fresh USD 1 Billion capital to save it. In this crucial period, it is like water came down from heaven. It is so refreshing for NOL!

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I am not interested in Q3 result, but on selling of APL Logistics. USD 1 billion is a living lifeline for NOL, which in turn allow NOL to cut its debt more than 50%. Restructuring will follow. NOL will probably be in red, as shipping sector haven't recover yet. But NOL true Fundemental lies in 3 areas- Terminal (Profitable), Logistics (Profitable) & Shipping (Struggling).

Lucky03 ( Date: 30-Oct-2014 20:05) Posted:

What do you think of the Q3 result to be announced tomorrow ?

MetalTrader3 ( Date: 30-Oct-2014 16:28) Posted:

To be continue.

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To be continue. .

MetalTrader3 ( Date: 23-May-2014 02:55) Posted:

There will be profits to be made in months to come. (above $1.065)
As per Falcon' s request- i quote my stand again: my prediction remains unchanged.

MetalTrader ( Date: 24-Jan-2014 23:31) Posted:

Prediction (NOL)
After conducting through analysis, i will give the good news for NOL:
22 Jan Closing- NOL @ $1.065, i predict there will be profits to be made from this point. There will be uptrend.
23 Jan- NOL closed $1.06
24 Jan- NOL closed $1.05
Updates will be on a weekly basis for NOL (every fri). As it takes time for growth according to my prediction.
It can goes for months.

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On 30 Oct- NOL heed advice & in process selling APL for 1 Billion. (As stated in my strategy before it happens).

Actualized on sales figure & prediction.

MetalTrader3 ( Date: 28-Oct-2014 17:34) Posted:

Dear NOL Mgmt & Shareholders,

NOL Fundemental
- APL (Shipping)
- APL TERMINALS
- APL LOGISTICS (May Consider for Sales)

3 Strategies for NOL (Focusing on APL Logistics)~Estimated $800 Millions to 1 Billion

1) Up Strategy: Sell APL Logistics through IPO issuance [Result: Achieve Higher Combined Value & Flexibility to NOL & Shareholders]
2) Mid Strategy: Sell APL Logistics through Buyer [Result: Achieve Potential Mid Increase Combined Value to NOL & Shareholders]
3) Down Strategy: Delaying Sales of APL Logistics [Result: Mother Share enduring turbulent market to NOL & Shareholders]

My Analysis:
There is no reason not to sell APL Logistics in this turbulent market, when cash needed in shipping downturn economic period can almost half the debts & continue improving on the operations. Since APL Logistics only make up of around 16% of profits, however it can reduce nearly 40 to 50% of debts.
Borrowing is not a wise option, and without APL Logistics:
- Lesser Assets & Manpower to maintain
- Can use 3rd Party Logistics without over reliance on APL Logistics for better cost rate

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Further Detailed Analysis:
History have proven that NOL withstanded 2 economic crisis & rebounded not because of its report but because of the "combined value" in NOL.

This is because Terminals, Logistics & Shipping are still operating daily, no matter if is in economic downturn. Traders look at the potential value in NOL.

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NOL rised & will rise in future greatly:
1) The combined value (APL Shipping, APL Terminals & APL Logistics) is higher than shareprice.

2) It means you are owning part of Shipping, Terminals & Logistics.

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A person who understand stock knows how to see stock. A person who don't understand stock will be confused in the stock market.

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Strategies listed are up to NOL mgmt/Biggest Shareholder, depending which NOL takes will reflect the results on market share price.
* NOL can choose to take action/ remain silent. But, the result will be real.

MetalTrader3 ( Date: 28-Oct-2014 17:34) Posted:

Dear NOL Mgmt & Shareholders,

NOL Fundemental
- APL (Shipping)
- APL TERMINALS
- APL LOGISTICS (May Consider for Sales)

3 Strategies for NOL (Focusing on APL Logistics)~Estimated $800 Millions to 1 Billion

1) Up Strategy: Sell APL Logistics through IPO issuance [Result: Achieve Higher Combined Value & Flexibility to NOL & Shareholders]
2) Mid Strategy: Sell APL Logistics through Buyer [Result: Achieve Potential Mid Increase Combined Value to NOL & Shareholders]
3) Down Strategy: Delaying Sales of APL Logistics [Result: Mother Share enduring turbulent market to NOL & Shareholders]

My Analysis:
There is no reason not to sell APL Logistics in this turbulent market, when cash needed in shipping downturn economic period can almost half the debts & continue improving on the operations. Since APL Logistics only make up of around 16% of profits, however it can reduce nearly 40 to 50% of debts.
Borrowing is not a wise option, and without APL Logistics:
- Lesser Assets & Manpower to maintain
- Can use 3rd Party Logistics without over reliance on APL Logistics for better cost rate

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Sad, but true.
The biggest shareholder of NOL is far in comparison to F&N (Dec 2013). F&N spilt into F&N and FCL are successful because F&N biggest shareholder heed advice and is more decisive.

Lucky03 ( Date: 29-Oct-2014 01:06) Posted:

NOL Mgmt is really 'amazing'. Since the news leak of possible sale of APL Logistic on 20 Aug. it has been silence while its share price dropped almost everyday for last 2 months from a high of $1.03 to current $0.805 ! NOL released a clarification that it is preliminary and NOL shareholders and prospective investors are therefore advised to exercise caution when dealing in NOL shares and its other securities. NOL will release further announcements if and when there are any material developments. 2 mths and yet no development !!!

In the meantime, the interested Korean logistic firm had already posted on Korean Stock Exchange of their interest in purchasing or strategic alliance with APL Logistic and yet NOL still remained silent ! The only other announcement is the share allocation to the general himself ?!!

This is really disappointing. For any firm with some pride, they will not want to see its share price dropping every day. NOL Mgmt owes shareholders some updates and quick !

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Read again, Think again.
What do you see in a pot of water?

Heero78 ( Date: 28-Oct-2014 18:16) Posted:

So far, still no concrete news on the apl logistic sale. Going to below 0.80 liao.

MetalTrader3 ( Date: 28-Oct-2014 17:34) Posted:

Dear NOL Mgmt & Shareholders,

NOL Fundemental
- APL (Shipping)
- APL TERMINALS
- APL LOGISTICS (May Consider for Sales)

3 Strategies for NOL (Focusing on APL Logistics)~Estimated $800 Millions to 1 Billion

1) Up Strategy: Sell APL Logistics through IPO issuance [Result: Achieve Higher Combined Value & Flexibility to NOL & Shareholders]
2) Mid Strategy: Sell APL Logistics through Buyer [Result: Achieve Potential Mid Increase Combined Value to NOL & Shareholders]
3) Down Strategy: Delaying Sales of APL Logistics [Result: Mother Share enduring turbulent market to NOL & Shareholders]

My Analysis:
There is no reason not to sell APL Logistics in this turbulent market, when cash needed in shipping downturn economic period can almost half the debts & continue improving on the operations. Since APL Logistics only make up of around 16% of profits, however it can reduce nearly 40 to 50% of debts.
Borrowing is not a wise option, and without APL Logistics:
- Lesser Assets & Manpower to maintain
- Can use 3rd Party Logistics without over reliance on APL Logistics for better cost rate

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Dear NOL Mgmt & Shareholders,

NOL Fundemental
- APL (Shipping)
- APL TERMINALS
- APL LOGISTICS (May Consider for Sales)

3 Strategies for NOL (Focusing on APL Logistics)~Estimated $800 Millions to 1 Billion

1) Up Strategy: Sell APL Logistics through IPO issuance [Result: Achieve Higher Combined Value & Flexibility to NOL & Shareholders]
2) Mid Strategy: Sell APL Logistics through Buyer [Result: Achieve Potential Mid Increase Combined Value to NOL & Shareholders]
3) Down Strategy: Delaying Sales of APL Logistics [Result: Mother Share enduring turbulent market to NOL & Shareholders]

My Analysis:
There is no reason not to sell APL Logistics in this turbulent market, when cash needed in shipping downturn economic period can almost half the debts & continue improving on the operations. Since APL Logistics only make up of around 16% of profits, however it can reduce nearly 40 to 50% of debts.
Borrowing is not a wise option, and without APL Logistics:
- Lesser Assets & Manpower to maintain
- Can use 3rd Party Logistics without over reliance on APL Logistics for better cost rate

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Relax & Chill~
Just like you taking a bite on a hamburger.
Not everybody like hamburger but Not everybody like cheesefry :)

My advise: NOL Management need to expedite sales of APL Logistics through IPO in this turbulent market. So that potential cash generated needed is put into reducing debt & improving operation in this crucial economic period.