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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
Lucky03 Elite	01-Nov-2014 01:38        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What I don't like is the lack of confidence and concrete action plan plus media shy mgmt to give regular update of any developments. I hope to see more corporate M&A activities to take NOL private. Lucky03      ( Date: 01-Nov-2014 01:18) Posted: This set of NOL Mgmt is not going to make it. Citing continuing cost cutting while losing volume amidst lower freight rate while the overall container volume is rising esp the transatlantic lane to US. Finance expenses for Q3 alone increased by US$42m. Imagine if such finance expenses is not incurred, Q3 would have been profitable ! Best to do now is to divest, pay off debt and then sell NOL to more capable hands. In the meantime, don't write off the possibility of buy on 'not as disappointing' news if the industry has factored in worst result as against sell on good news. After all, we know that NOL mgmt is damn secretive in disclosing to shareholders their action plan but yet can't keep secret from industry from the leak to Reuters of the interest to sell APL Logistic. After that, Korean logistic firm file intent to purchase APL logistic to Korean Stock Exchange while NOL Mgmt remained silent. Next NOL price jumped on high volume. As retail investors, we came to know the reasons only when Bloomberg reported NOL issuing sales report to interested buyers ! All the while, NOL did not make any disclosure except to warn investors to trade with caution as the deal may not materialize ! Well, we don't know what else have been leaked to insiders so we can't be sure how NOL price will react on Monday.
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Kyoto2008 Elite	01-Nov-2014 01:36        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, I never imagined you would say this yourself. Lucky03      ( Date: 01-Nov-2014 01:18) Posted: This set of NOL Mgmt is not going to make it. Citing continuing cost cutting while losing volume amidst lower freight rate while the overall container volume is rising esp the transatlantic lane to US. Finance expenses for Q3 alone increased by US$42m. Imagine if such finance expenses is not incurred, Q3 would have been profitable ! Best to do now is to divest, pay off debt and then sell NOL to more capable hands. In the meantime, don't write off the possibility of buy on 'not as disappointing' news if the industry has factored in worst result as against sell on good news. After all, we know that NOL mgmt is damn secretive in disclosing to shareholders their action plan but yet can't keep secret from industry from the leak to Reuters of the interest to sell APL Logistic. After that, Korean logistic firm file intent to purchase APL logistic to Korean Stock Exchange while NOL Mgmt remained silent. Next NOL price jumped on high volume. As retail investors, we came to know the reasons only when Bloomberg reported NOL issuing sales report to interested buyers ! All the while, NOL did not make any disclosure except to warn investors to trade with caution as the deal may not materialize ! Well, we don't know what else have been leaked to insiders so we can't be sure how NOL price will react on Monday.
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Lucky03 Elite	01-Nov-2014 01:18        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This set of NOL Mgmt is not going to make it. Citing continuing cost cutting while losing volume amidst lower freight rate while the overall container volume is rising esp the transatlantic lane to US. Finance expenses for Q3 alone increased by US$42m. Imagine if such finance expenses is not incurred, Q3 would have been profitable ! Best to do now is to divest, pay off debt and then sell NOL to more capable hands. In the meantime, don't write off the possibility of buy on 'not as disappointing' news if the industry has factored in worst result as against sell on good news. After all, we know that NOL mgmt is damn secretive in disclosing to shareholders their action plan but yet can't keep secret from industry from the leak to Reuters of the interest to sell APL Logistic. After that, Korean logistic firm file intent to purchase APL logistic to Korean Stock Exchange while NOL Mgmt remained silent. Next NOL price jumped on high volume. As retail investors, we came to know the reasons only when Bloomberg reported NOL issuing sales report to interested buyers ! All the while, NOL did not make any disclosure except to warn investors to trade with caution as the deal may not materialize ! Well, we don't know what else have been leaked to insiders so we can't be sure how NOL price will react on Monday.
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MetalTrader3 Supreme	31-Oct-2014 21:17        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 1  Alert Admin	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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MetalTrader3 Supreme	31-Oct-2014 21:08        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	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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pseudo Member	31-Oct-2014 19:23        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	this is some BS result presentation. Transpacific trade numbers is up but apl volume is flat on the trade. Only 30 dollar increment on transpacific compared to Q2. wheres the TSA recommended PSS? 57million more for terminal congestion? How come never pass on cost to shipper since no pss charges? Assume all 192k transpacific vol is on west coast, a 57m charge is almost 300 per feu. Show no concious control on cost and let it spiral. This cannot include cost of ship idling while waiting for its turn. That goes under depreciation. This is complete BS from the management.
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Trespasserx Senior	31-Oct-2014 19:15        Trespasserx About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree but correct me if I am wrong.. Thought the result was better than the analyst forecast? hem2998      ( Date: 31-Oct-2014 18:42) Posted:   market already factored in the losses. came down from $1 to where it is today. but a loss is a loss.... Lucky03      ( Date: 31-Oct-2014 18:17) Posted: Not deep red but still red :
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hem2998 Veteran	31-Oct-2014 18:42        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	market already factored in the losses. came down from $1 to where it is today. but a loss is a loss.... Lucky03      ( Date: 31-Oct-2014 18:17) Posted: Not deep red but still red :( danger      ( Date: 31-Oct-2014 18:16) Posted: GAME OVER !! NOL SUNK INTO DEEP RED
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Lucky03 Elite	31-Oct-2014 18:24        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	YTD loss is US$175m. Q3 loss is US$23m. OCBC in its 10 Oct report forecasted a loss of US$268.7m for FY14 and upgraded to HOLD based on valuation.
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Lucky03 Elite	31-Oct-2014 18:17        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not deep red but still red :( danger      ( Date: 31-Oct-2014 18:16) Posted: GAME OVER !! NOL SUNK INTO DEEP RED
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danger Supreme	31-Oct-2014 18:16        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	GAME OVER !! NOL SUNK INTO DEEP RED
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Lucky03 Elite	31-Oct-2014 08:53        Lucky03 About Contact  Quote this Post!
x 0   x 2  Alert Admin	Anybody out there holding shorts position ? There should be more clarity at the usual analysts briefing after the release of the Q3 result. I'm sure many analysts will grill them on their plan after disposing of APL Logistics and if they will dispose of the terminal next.
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MetalTrader3 Supreme	31-Oct-2014 01:10        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	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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Lucky03 Elite	31-Oct-2014 00:52        Lucky03 About Contact  Quote this Post!
x 0   x 1  Alert Admin	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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MetalTrader3 Supreme	31-Oct-2014 00:47        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 1  Alert Admin	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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Lucky03 Elite	31-Oct-2014 00:43        Lucky03 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Seems that market is expecting NOL to report a loss for Q3. NOL has been reporting profit for Q3 for last 2 years although it reported full year loss for last 3 years. Hopefully if it turns out a loss, the market has factored that in such that instead of sell on news, it may rebound on news instead. Heero78      ( Date: 30-Oct-2014 22:42) Posted: Although I am vested but I think that it will be a nail to coffin. Sigh. Hopefully I am wrong. Lucky03      ( Date: 30-Oct-2014 20:05) Posted: What do you think of the Q3 result to be announced tomorrow
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MetalTrader3 Supreme	31-Oct-2014 00:14        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 1  Alert Admin	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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Heero78 Veteran	30-Oct-2014 22:42        Heero78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Although I am vested but I think that it will be a nail to coffin. Sigh. Hopefully I am wrong. 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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Lucky03 Elite	30-Oct-2014 20:05        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What do you think of the Q3 result to be announced tomorrow ? MetalTrader3      ( Date: 30-Oct-2014 16:28) Posted: 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.
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MetalTrader3 Supreme	30-Oct-2014 16:28        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	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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