| Latest Forum Topics / Neptune Orient L Rg |
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NOL
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Lucky03
Elite |
23-May-2014 09:41
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They need to stabilize the price to work out a deal. Give them 2-3 mths.
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Lucky03
Elite |
23-May-2014 09:39
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When you see those single lot transaction to and fro, it is likely that some interested parties are trying to hold the price range bound. Yes, patience. They won't do this for too long. | ||||
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lifeisgood
Supreme |
23-May-2014 08:57
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I would buy a counter that does not seem to react to negative news and earnings. Something must be in the works. Just have to be patient and wait it out.
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jj7007
Veteran |
23-May-2014 08:47
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Do u buy a counter that is make money but price doesnt move, or a counter that lose $ for 3 yrs but price doesnt seem to drop much anymore? |
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MetalTrader3
Supreme |
23-May-2014 02:55
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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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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famouspinky
Supreme |
22-May-2014 22:40
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No more golden goose if privatise
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Lucky03
Elite |
22-May-2014 22:22
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Drewry: GRI Raises Trans-Pacific Rates
05/21/2014 Drewry's Hong Kong-Los Angeles Container Rate Benchmark Full-size chart The Drewry benchmark rate for shipping from Hong Kong to Los Angeles rose by $150 in the week of May 21, the first movement in the rate in three weeks. Following a proposed $300 general rate increase from the Transpacific Stabilization Agreement carriers scheduled... Record Scrapping Won?t Erase Oversupply on East-West Trades ? Drewry 05/21/2014 The dramatic surge in the number of container ships scrapped in recent months is set to continue but will have minimal impact on the oversupply of vessels in the key East-West trades, according to Drewry Maritime Intelligence. Most of the ships sailing to demolition yards so far remain below 6,000 20-foot-equivalent... |
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Lucky03
Elite |
22-May-2014 21:49
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Agreed !
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Myabaang
Member |
22-May-2014 21:46
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In fact, thisvis the best time for Temasek to take NOL private. By the time it completes the transaction, NOL' s share price will be trending up as stock price is running about 1 to 2 quarter ahead of business reality. By then,NOL has the added benefit of lower unit cost too.
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sgng123
Supreme |
22-May-2014 20:37
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it ok he had been ranting in the forum for 2 years saying ship would collapse. ship still here no collapse and the fleet renewal programme reaped it rewards in 2Q13 by lower slot cost by 8% phrase1 still got another 2X slot cost reduction to go in 2Q14 and 2Q15. Don get too excited when ship finally take off and u too late to cover ur short. Peep who doomed ship is either borrow share to short over a predetermined period or lost money before, it is just like peep who support ship are mostly investors and punters. Guess all knows lol. whatever is mentioned in this forum is personnel view, to trade/short/or anything is ur own choice. Do not get influenced by anyone and let all prosper in 2H14.
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earlybird14
Supreme |
22-May-2014 17:26
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May be... Let' s see.
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earlybird14
Supreme |
22-May-2014 17:21
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I never ever lose single cents in NOL, just disappointed on this company. I bought NOL before and sold with a little profit after it disappointed me about her cost cutting plan and failed to turn profitable in 2012  which the freight rate were hiked to high level.  in fact, nobody is going to lose or earned a lot from NOL since 2011, price was up and down between 1 to 1.4. All those links is what i did my own research  in past but still keep in my folder. sgng123, again, no point to create over optimistic view on NOL. Fact is fact, the info i posted are all fact. The only clue that you left to support your statement is Temasek backing. But as I said, NOL is running out of time, it got heavy debt, its notes to borrow money to fund the vessels are going to expire in next 2 years, she has problem in cash burnt, especially go wildly in last quarter, no sign of freight rate recovery and worse is new vessels are flowing to the market continually, top 3 are able to make  huge profit  from current freight rate and not so keen to hike rate (2013 freight rate chart clearly show it almost flat and stable). There are many many many negative news on NOL, but only 1 stand point from Temasek. Even Temasek is willing to back NOL, it doesn' t mean that NOL share price will not drop. Olam gonna attacked by foreign broker, Temasek back it but price still drop, no matter how, olam is still profit making. what NOL has? full of debts, ugly balance sheet, burst soon.
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lifeisgood
Supreme |
22-May-2014 17:02
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You are being bearish at exactly the wrong time.
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earlybird14
Supreme |
22-May-2014 17:01
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NOL is on the way to set new low. No point to go in. Regarding to your port operation, I don' t see any where mentioned about port operation in financial report. Port operation is not something that NOL can go any country to rent a land and open a container port. Government permission is required and it is normally a open bidding to the open market and there are a lot strong existing and experience operators like PSA, Hutchison which we are familiar with are fighting on those potential port. What leftover will be those small port which is not effective and efficient to be a international ports. 3 years loss, 1Q2014 still making loss, 70% new vessels were delivered since 2012, container freight rate go flat which is below NOL breakeven margin, China economic slow down, Whatever cost reduction plan all pumped in in past 2 years still making loss, the only left is Temasek effect. Low, it can be low. If you were old enough, you should know Chartered Semi Con which was listed in SGX and owned by Temasek. After numerous dilution and Temasek pumped in money, at the end sold cheaply to Global foundry. The factory is still at Woodlands. I believe Temasek is headache in how to abandon NOL instead of thinking how to save this company because currently no where to save this company at all. |
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sgng123
Supreme |
22-May-2014 16:56
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As i pointed earlier, local players are on Ah gua shorting trade. Now 10 mins to closing all buying back to cover their ah gua pant less it get wet then not pretty. This is boring i want to see real man playing pushing and forcing the ship higher or lower, Ah gua playing no thks. Either go higher or go lower, no shitty shorting and then cover back when scared. |
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sgng123
Supreme |
22-May-2014 16:50
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As i pointed in earlier post earlybird lost too much money in this counter, he doing his venting lol. Trade with what u can lose don overstretch urself like earlybird now he venting again lol. Currently global economy picture still murky, temasek would not strike yet it would wait for the right moment, so just be patient and hang on with whatever u got. Those want to go in wait a bit till BB get in, might miss a bit on the gain but safer. This ship need Ah moh money to push higher, local only do their misery shorting and covering back when their ball got burnt so don bet on any trade yet wait for volume to surge.
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lifeisgood
Supreme |
22-May-2014 16:45
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If NOL can find some ways to divest away the vessels and move more into port operations, then the sky is the limit. Keeping my fingers crossed. | ||||
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lifeisgood
Supreme |
22-May-2014 16:34
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I have started nibbling on NOL. It is near all time low. I figured most of the bad news  are already being factored in. My risk is relatively low. To each his own. |
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earlybird14
Supreme |
22-May-2014 16:33
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http://www.internationalpsa.com/about/pdf/AR2013/Group%20Financial%20Highlights.pdf Fantastic good margin from PSA
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lifeisgood
Supreme |
22-May-2014 16:32
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  I am not speculating. NOL has been increasing its ports portfolio.
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