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Lucky03 Elite	24-May-2014 00:55        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	China-wide port box volume increases 7.2pc to 190 million TEU in 2013 CHINA's ports posted a 7.2 per cent year-on-year increase in overall container throughput nationwide to 190 million TEU in 2013 Wednesday, 21.May.2014, 20:44 (GMT) China-wide port box volume increases 7.2pc to 190 million TEU in 2013 CHINA's ports posted a 7.2 per cent year-on-year increase in overall container throughput nationwide to 190 million TEU in 2013, reports Xinhua. Seaports' container volume in 2013 rose 7.4 per cent year on year to 170 million TEU, while river ports handled 20.53 million TEU, up 5.3 per cent. Aggregate cargo volume last year increased 9.2 per cent year on year to 11.76 billion tonnes. Seaports handled 7.56 billion tonnes of shipments, up 9.9 per cent. River ports moved 4.2 billion tonnes, up 7.9 per cent. Foreign trade cargo volume of the ports in China went up 9.9 per cent to 3.36 billion tonnes in 2013. Seaports lifted 3.05 billion tonnes, up 9.7 per cent. River ports handled 303 million tonnes, up 11.8 per cent. China ports' liquid bulk cargo throughput climbed 4.6 per cent to 948 million tonnes. Dry bulk cargo throughput grew 9.8 per cent to 6.91 billion tonnes. Breakbulk cargo volume was up 9.6 per cent to 1.16 billion tonnes. Some 2.17 billion tonnes of coal and its products were moved at Chinese ports in the year, up 8.9 per cent from a year earlier. Petroleum, natural gas and products via the Chinese ports rose 2.6 per cent to 758 million tonnes. Metallic ore increased 11.4 per cent to 1.67 billion tonnes.
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Lucky03 Elite	24-May-2014 00:50        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Main Menu European shipbuilding 'not dead yet', shipping market 'normalizing': DNV GL By Charlie Bartlett from London DNV GL?s ceo of maritime Tor Svensen has indicated that shipping may be returning to ?a more healthy balance? of supply and demand, in an address in Hamburg this week. Speaking at a conference organised by Hamburg Messe at the Blohm & Voss shipyard, Svensen argued that with reductions in fleet growth and improved charter rates, ?We see that things are starting to normalise again.? ?It will take a few years more to recover but it?s a possible trend that there will be more capital going into the industry, more investors, and it seems to be that we are moving towards a more healthy balance.? Svensen said that owners of container vessels, tankers, and particularly MR Tankers, could look forward to ?a more positive outlook economically,? adding that ?bulk has been growing very rapidly, particularly because of imports of raw materials to China.? Svensen argued that European markets still represented major investment opportunities despite the migration of shipbuilding activities to Asia. ?It?s true that 90% of ships are built in Asia, but 70% of the world fleet is controlled from Europe. ?European equipment manufacturers dominate the market, there?s a huge European content of specialised vessels. We have some very strong clusters in Norway, the Netherlands, Greece, and Germany. Europe is not dead yet.?
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sgng123 Supreme	23-May-2014 17:17        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	rangebound this whole week, always last minute cover back short position. By the way in the past 2 years i never encourage anyone to buy into NOL, it is always caution and stay clear till coast is clear. UR greed blind ur eye and u got burnt noone to be blamed but urself. Another lesson learnt don trade on forum post, do ur homework and make sure trade with what u can lose. This forum is all personnel view, we not brokerage house research group, we just post whatever info we find and personel view about ship. So if u lose money cos u greed blind u don come to forum and vent. Maybe next time when we all post our view, we put a fine print stating that we would not be accountable for any damage suffered from our post something like what the brokerage did to safeguard their ass when they made stock recom lol. Currently difficult to trade ship cos rangebound, had to wait till 2nd half and see if BB go in. normally if BB go in big time then it safe to follow herd instinct lol always work the magic. Ship all time lows, attractive to go in but need to hold very long time ( 1-2 years) but i might be wrong could rebound in later part of the year due to profit rebound as a result of slot cost saving. So trade with eye wide open, don blind blind follow what people said lol.
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earlybird14 Supreme	23-May-2014 16:51        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Look back what you posted last 2 years, nothing come truth Now your only stand point is Temasek Backing. sgng123      ( Date: 23-May-2014 14:59) Posted: don worry too much, temasek would cover ship no matter what happen cos of big brother America. Know what APL stand for " American President Line" meaning it the US national shipping line. They die die would support it like what happen in 2009 Obama used tax money to cover those too big to fail big banks lol. But currently shipping lines are having their tough time transforming from charter based model of business to ships ownership meaning taking on more debt and lower their cost of operating. Endure and u reap ur reward when slot cost saving are being fully realised in 2Q15. Don be bother about shortist comment in forum, they just sour grape no money to hold and just want to talk down ship. they had been talking shit since last year till now but ship still standing nothing happen. Well u know who the shortist lol just take note of their comment u know. Ship is for long term investing not ur short term shorting but actually if u short in past 2 year u made nothing losing most of the time cos of high borrowing cost and brokerage fee. SGX should just eliminate shorting all together and follow what US/European market doing 1 day trading mode trade or pay up, got money then can play stock else go watch ur cartoon lol.Irritating on shortist comment which is just based on their desire to create fear in forum. lifeisgood      ( Date: 23-May-2014 13:31) Posted: Is it a surprise that the 2 main transport operators SMRT and NOL are helmed by two ex SAF chief of staff ? These two personalities must be most trusted by the government, or else they wont become the SAF chiefs. The smooth running of SMRT is of critical importance  to a country like Singapore that is seen as technologically advanced and efficient. And NOL is a flag carrier, just like SIA.
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sgng123 Supreme	23-May-2014 14:59        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	don worry too much, temasek would cover ship no matter what happen cos of big brother America. Know what APL stand for " American President Line" meaning it the US national shipping line. They die die would support it like what happen in 2009 Obama used tax money to cover those too big to fail big banks lol. But currently shipping lines are having their tough time transforming from charter based model of business to ships ownership meaning taking on more debt and lower their cost of operating. Endure and u reap ur reward when slot cost saving are being fully realised in 2Q15. Don be bother about shortist comment in forum, they just sour grape no money to hold and just want to talk down ship. they had been talking shit since last year till now but ship still standing nothing happen. Well u know who the shortist lol just take note of their comment u know. Ship is for long term investing not ur short term shorting but actually if u short in past 2 year u made nothing losing most of the time cos of high borrowing cost and brokerage fee. SGX should just eliminate shorting all together and follow what US/European market doing 1 day trading mode trade or pay up, got money then can play stock else go watch ur cartoon lol.Irritating on shortist comment which is just based on their desire to create fear in forum. lifeisgood      ( Date: 23-May-2014 13:31) Posted: Is it a surprise that the 2 main transport operators SMRT and NOL are helmed by two ex SAF chief of staff ? These two personalities must be most trusted by the government, or else they wont become the SAF chiefs. The smooth running of SMRT is of critical importance  to a country like Singapore that is seen as technologically advanced and efficient. And NOL is a flag carrier, just like SIA.
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lifeisgood Supreme	23-May-2014 13:31        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is it a surprise that the 2 main transport operators SMRT and NOL are helmed by two ex SAF chief of staff ? These two personalities must be most trusted by the government, or else they wont become the SAF chiefs. The smooth running of SMRT is of critical importance  to a country like Singapore that is seen as technologically advanced and efficient. And NOL is a flag carrier, just like SIA.
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Myabaang Member	23-May-2014 13:23        Myabaang About Contact  Quote this Post!
x 0   x 0  Alert Admin	Following the bus and rail, i wont be surprise to see big child cares being taken over by state for national interest. NOL does have this effect of contributing national commercial interesr.
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Myabaang Member	23-May-2014 13:16        Myabaang About Contact  Quote this Post!
x 0   x 0  Alert Admin	Privatise bus and rail is different from NOL. In theory the govt only care for the Port ,not the liner. It is like protecting the aviation hub, not SIA. In the seatrade ,however,you need a loyal NOL to support the long term volume. Got it?
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hem2998 Veteran	23-May-2014 12:21        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	just for fun, anyone remember Chartered Semi Conductor? http://www.bloomberg.com/apps/news?pid=newsarchive& sid=aveZiaBseIqU ' ' Advanced Technology Investment Co., an investment company owned by Abu Dhabi, will pay S$2.68 a share in cash, ATIC said in a statement today. The offer, backed by Chartered&rsquo s largest shareholder, Singapore&rsquo s Temasek Holdings Pte, is two Singapore cents higher than the chipmaker&rsquo s closing price on Sept. 4, 2009. Chartered fell 2.3 percent to S$2.60 at 4:50 p.m. in Singapore trading. The stock has more than doubled this year. ' '
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earlybird14 Supreme	23-May-2014 12:04        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	So it imply, if Temasek want to privatise NOL, they may do similar to slash the price to half and then offer 1 dollar to privatise it. But, are you preparing to have a heart attack like what happen in Olam and may be eventually to be one of the investor to be flushed out at low price.
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famouspinky Supreme	23-May-2014 12:04        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	:) lifeisgood      ( Date: 22-May-2014 17:02) Posted: You are being bearish at exactly the wrong time. earlybird14      ( Date: 22-May-2014 17:01) Posted: 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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earlybird14 Supreme	23-May-2014 11:50        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	May be Temasek is not happy the indian management who eat money secretly and pay money to Muddy to write report to  attack them, somebody is watching on you. At the end, Indian management came and begged for the help from Temasek and allow Temasek to increase their stake in olam and even going to take over the indian management.   Myabaang      ( Date: 23-May-2014 11:41) Posted: Who knows they might be a third party approach Temasek,hahaha
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Myabaang Member	23-May-2014 11:41        Myabaang About Contact  Quote this Post!
x 0   x 0  Alert Admin	Who knows they might be a third party approach Temasek,hahaha
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lifeisgood Supreme	23-May-2014 11:24        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yeah, this CB guy is just a young punk. Beat dog must see who is the owner mah! He should just go and whack an s-chip, those  without a grandfather or grandmother type. jj7007      ( Date: 23-May-2014 11:05) Posted: Muddy Guy? He is bleeding now, maybe margin call already! He made a big mistake messing with the wrong person. He heng he never mention explicitly mention Temasek and the Father Son and Holy Goh, ah boh they sue him until his pants drop. earlybird14      ( Date: 23-May-2014 10:36) Posted: All know NOL made loss for 3 years if any muddy guy come to short, within 1 day, 50% market cap will be gone. look into the balance sheet, NAV is 2 billion. Among the 8billion of total asset, 6.2billion are property, plant and equipment. The headquarter building was sold, why choose to sell headquarter building? because this is the only asset which can provide asset  gain after selling. majority of this 6.2 billion assets are container vessels which are overvalued based on  purchased price instead present market value.  So long as muddy guy want to do something, they can just question this 6.2 billion assets versus the current market values of the containers, the NAV 2 billion can be simplied written off based on current market value and turn to negative NAV. If NOL is listed in other market like US, she has been forced to written off the asset value based on current market asset value. Cash burnt rate and unreasonable high asset value, it is a time bom.
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earlybird14 Supreme	23-May-2014 11:17        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	bleeding???? Nobody know since the price did drop and stay low about a year. Olam case was put into one of their best track record. http://www.muddywatersresearch.com/track-record/ jj7007      ( Date: 23-May-2014 11:05) Posted: Muddy Guy? He is bleeding now, maybe margin call already! He made a big mistake messing with the wrong person. He heng he never mention explicitly mention Temasek and the Father Son and Holy Goh, ah boh they sue him until his pants drop. earlybird14      ( Date: 23-May-2014 10:36) Posted: All know NOL made loss for 3 years if any muddy guy come to short, within 1 day, 50% market cap will be gone. look into the balance sheet, NAV is 2 billion. Among the 8billion of total asset, 6.2billion are property, plant and equipment. The headquarter building was sold, why choose to sell headquarter building? because this is the only asset which can provide asset  gain after selling. majority of this 6.2 billion assets are container vessels which are overvalued based on  purchased price instead present market value.  So long as muddy guy want to do something, they can just question this 6.2 billion assets versus the current market values of the containers, the NAV 2 billion can be simplied written off based on current market value and turn to negative NAV. If NOL is listed in other market like US, she has been forced to written off the asset value based on current market asset value. Cash burnt rate and unreasonable high asset value, it is a time bom.
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jj7007 Veteran	23-May-2014 11:05        jj7007 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Muddy Guy? He is bleeding now, maybe margin call already! He made a big mistake messing with the wrong person. He heng he never mention explicitly mention Temasek and the Father Son and Holy Goh, ah boh they sue him until his pants drop. earlybird14      ( Date: 23-May-2014 10:36) Posted: All know NOL made loss for 3 years if any muddy guy come to short, within 1 day, 50% market cap will be gone. look into the balance sheet, NAV is 2 billion. Among the 8billion of total asset, 6.2billion are property, plant and equipment. The headquarter building was sold, why choose to sell headquarter building? because this is the only asset which can provide asset  gain after selling. majority of this 6.2 billion assets are container vessels which are overvalued based on  purchased price instead present market value.  So long as muddy guy want to do something, they can just question this 6.2 billion assets versus the current market values of the containers, the NAV 2 billion can be simplied written off based on current market value and turn to negative NAV. If NOL is listed in other market like US, she has been forced to written off the asset value based on current market asset value. Cash burnt rate and unreasonable high asset value, it is a time bom. ascend88      ( Date: 23-May-2014 10:14) Posted: just need a muddy guy to come and short NOL.... then u see...what our aunty will do :)
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earlybird14 Supreme	23-May-2014 10:36        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	All know NOL made loss for 3 years if any muddy guy come to short, within 1 day, 50% market cap will be gone. look into the balance sheet, NAV is 2 billion. Among the 8billion of total asset, 6.2billion are property, plant and equipment. The headquarter building was sold, why choose to sell headquarter building? because this is the only asset which can provide asset  gain after selling. majority of this 6.2 billion assets are container vessels which are overvalued based on  purchased price instead present market value.  So long as muddy guy want to do something, they can just question this 6.2 billion assets versus the current market values of the containers, the NAV 2 billion can be simplied written off based on current market value and turn to negative NAV. If NOL is listed in other market like US, she has been forced to written off the asset value based on current market asset value. Cash burnt rate and unreasonable high asset value, it is a time bom. ascend88      ( Date: 23-May-2014 10:14) Posted: just need a muddy guy to come and short NOL.... then u see...what our aunty will do :)
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earlybird14 Supreme	23-May-2014 10:24        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	You have been rating NOL will recover and turn profitable for 2 years.  Any positive outcome  has happen? Nothing, the only thing still continue is balance sheet go worse and worse. NOL need extra fund soon to continue to business. This extra fund is not for expansion. What will hapeen if NOL ask for money?   sgng123      ( Date: 22-May-2014 20:37) Posted: 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. earlybird14      ( Date: 22-May-2014 17:26) Posted: May be... Let' s see.
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ascend88 Master	23-May-2014 10:14        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	just need a muddy guy to come and short NOL.... then u see...what our aunty will do :)
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sgng123 Supreme	23-May-2014 10:10        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yesterday our bus system was semi-nationalised by the government, in the future bus operators  would be bidding for the right to operate with contract fee paid by government. All assets and revenue would be under government, so more foreign bus operator might come in and offer better quality of service compare to what we have currently. The funny thing is SMRT and comfort Delgro might lose their dominant positions in about a few years  and yet their share is rallying lol. This is called market force, no reason and no justification. as long  there is speculation and big players willing to move the stocks, it would fly to the moon. Same can be say of NOL, currently sadly no big players moving it so it become stagnant wait for the tide and be patient. Company losing money is no big deal as long the economy improving  and government support there, it would rise when time is ripe. Remember market force always move before the actual improvement, for ship the move is always made like 6 months in advance, so patience and wait for european money to come. It is Ah moh money that causing all the decline and rise of ship share price, not our local shortist they just puppets. Lucky03      ( Date: 23-May-2014 09:41) Posted: They need to stabilize the price to work out a deal. Give them 2-3 mths. Lucky03      ( Date: 23-May-2014 09:39) Posted: 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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