| Latest Forum Topics / Neptune Orient L Rg |
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NOL
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AndyLoss
Master |
17-Oct-2015 18:28
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All this aside.... why do TH even need to sell in these bad market conditions....they can easily wait for 2/3 years when the market conditions improve and then selll....if they want to....not sure what is the hurry for...:) this is just a thought...no reasearch done... :)      
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sgng123
Supreme |
16-Oct-2015 18:58
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IT happen to NOL building sale and APLL divestment too, NOL management keep dead quiet for a few months before the actual sale pop up. Share price also go up initially then later die down due to no interest. No transparency on those divestment plans and normally this is good for maximising shareholder value. NOL building sale pop up in 2012 and rumor speculate it would be sold for 200M, eventually it got sold off for 380M. APLL divestment last year same thing, speculation rift that it would be sold for US$600M and NOL keep dead quiet, neither deny or admit it. Then bam it got sold off for a whopping US$1.2B netting a US$900M bozanna. This time round NOL whole group divestment, rumour bid price is around US$2B but hehe from previous 2 divestment and similar NOL quiet response to media meant it could be sold for a far higher price, just gona be patient and enjoy the turnaround drama. Personnel estimate is around US$4B from 2004 TH takeover valuation of S2.80 per share  ( outstandng 1.9B shares in 2004). 
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sgng123
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16-Oct-2015 16:23
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would be better for vultures to tear up NOL into piece and sell off the prized meat for nice premium. instead of now trying to sell off but cannot find buyers willing to pay asset valuation. Though breaking up NOl would cause big earth quakes on existing NOL customers as they might be hit by a higher freight rate from rival carriers. If NOL go under, Singapore export maybe also go under lol. |
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KAMAL0883
Supreme |
16-Oct-2015 10:42
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Brother , regret I cannot say anything here cos i might get myself into trouble for spreading rumors .... just wait patiently
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hem2998
Veteran |
16-Oct-2015 10:35
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KAMAL0883  how do you know this please? Last press release , TH said no bids.
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KAMAL0883
Supreme |
16-Oct-2015 10:31
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discussion is on going so it' s  not  suitable for TH to comments now
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tianji
Veteran |
16-Oct-2015 10:21
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Offer price $1.40
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SSS111
Veteran |
16-Oct-2015 10:00
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TH SHOULD COMMENT ON THE STATUS OF THE SALE................. THERE IS LACK OF TRANSPARENCY AS THEY DID NOT REPLY TO REPORTS WSJ................ |
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mrwise
Supreme |
16-Oct-2015 07:49
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Breaking new high..
Watch.... |
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SSS111
Veteran |
16-Oct-2015 06:28
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  ALL RIGHT......RESULTS NEAR............ CHEONG ...................... |
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sgng123
Supreme |
16-Oct-2015 00:26
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NOL investors are exerting heavy pressure to break up the group and sell off the asset before exiting the business all together. Temasek Holding is getting fed up with the poor showing on the NOL management on profit sustainability and assigning bank to broker a sale of 67% of it stake. NOL is more or less guaranteed to be either sold off to third party or simply be breaking up and assets sold off and operation discontinued. Rival competitors would rejoy on NOl demise as it would push NOL existing customer onto the open market to source for their transport need. It a doom day for those exporters who depend on NOL export subsidies to remain in business, smaller one would go bankrupt while bigger one would see their profit getting eaten up by ocean shipping. NOL just subsidised too much and had no regard for investor interest, this flare up temasek temper and they decided to abandon ship and sell off all the valuable asset to maximise asset value. Unless Japanese pop and buy up NOL else ship is going down the slippery path toward eventual asset divestment and discontinued operation. End is near for NOL excessive subsidising programme and time for investors to reap their hardearned reward through selling quality ship asset. All the vultures are circling on top of ship waiting for it to die lol. |
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KAMAL0883
Supreme |
15-Oct-2015 13:58
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TH management will nvr want to lose their face and lose Singaporeans' CPF funds . rest assure that you will get handsome return from NOL  
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sgng123
Supreme |
15-Oct-2015 13:11
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Breaking up and selling NOL assets is better lol. The NOL stake sale by TH better be at a premium to NAV else it gona be a fail attempt in ASM. We all know NOL can still cough up more bozanna bonus by selling off state asset port terminal portfolio so the sale price better be on premium . I using 2004 TH valuation of NOL of S$5.3Billion so hehe each stock better be S$2.00+ offer. |
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SSS111
Veteran |
15-Oct-2015 11:02
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CAN SEMLL NOL PRICE ABOUT TO JUMP UP SOON.......BIG JUMP............... |
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mrwise
Supreme |
15-Oct-2015 11:01
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Big show coming..
Great sales closing soon... |
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SSS111
Veteran |
15-Oct-2015 09:40
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JUSTIFIED .GREAT LAGGARD.......... JUSTFIIED .SALE COMING................(GILDMAN SCAH) JUSTIFIED.....RELEASE EXPENSIVE CHARTER............. JUSTIFIED.............NAV 1.40 ++ JUSTIFIED ...........SALE TO LOGISTICS AND REDUCED DEBT SEVICE................   |
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SSS111
Veteran |
15-Oct-2015 09:33
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TIME TO MOVE AGAIN......JUSTTIFIED AS RESULTS NEAREER NOW......................... |
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sgng123
Supreme |
14-Oct-2015 23:47
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NOL cutting capacity to restore profitability and focusing on main transpacifc trade in the north/south america. It no longer chase after growth therefore aiming to be delisted through divesting whatever non core assets it had to give shareholder a bigger value. Now NOL still got 1 trump star asset yet to be unlocked that is it port terminal portfolio 2 in NA, 2 in Japan and 1 in taiwan. those assets if unlock could yield another bozanna bonus to all shareholders. Unable to reached sale price with potential buyers is all due to unlocked value in port terminal, if NOL could just divest those away and add on to the NAV then we see a sale of the group pretty fast this year. Those port terminals are worth hell lots due to inflation and future demand growth on TPP, just gona wait out and hope a agreement of sale or port divestment pop. |
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sgng123
Supreme |
14-Oct-2015 12:09
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Sluggish buyer momentum, 1 day big volume and most of the week low volume. Only thing that would renew interst in NOL by big players is more leak of NOL stake sale by Temasek and more bidders for the control. Need a catalyst to ignite the gun powder. But interesting enough when china join WTO in 2004, TH offer general buyout of NOL hoping to catch on the trade surge but that last only a few years before US crisis erupts then trade go into slump. THis time round TPP free trade concluded and waiting for legal approval from government, it might reopen a case of NOL privatisation similar to 2004 with better chance of securing share holder approval. |
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SSS111
Veteran |
14-Oct-2015 10:16
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UNLIKELY..............3RD QTR SPORE DOWN 0.10 % - SO NO RECESSION... NOL WILL CHEONG INSTEAD ,,,,,,,,,,,,,,,,,,,,AS SLOWDOWN STOPS IN 3RD QTRS.......... SO OBVIOUS.................. SOMEMORE DEBT SERVICE DOWN, CHARTERS RELEASED................ |
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