| Latest Forum Topics / Neptune Orient L Rg |
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MetalTrader3
Supreme |
01-Dec-2014 22:48
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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My Night Analysis:
● Bunker & Network Related (76% Cost Saving in YTD14). As Bunker consist of major cost saving, -30% Oil price drop will add on to 76% of Cost Saving. My remark: Bunker dropped 30% from $100 to below $69.65, based on current oil price @ 1 Dec translate to: ○ estimated 8 to 10% more Bunker saving for NOL (to contribute to 4Q 2014- 1 mth) ○ estimated 25 to 28% more Bunker saving for NOL (to contribute to 1Q 2015 ) Link (Bunker & Network Related (76% Cost Saving in YTD14) http://infopub.sgx.com/FileOpen/NOL%20Q3%202014%20Results%20Presentation.ashx?App=Announcement&FileID=321359 ● Oil Price (5 Years Low)- Dropped below $70, Bank Estimate will fall lower to $60 http://www.bbc.com/news/business-30276353 My remark: Oil price will unable to recover within few months. Consistent falling of oil price. Hitting $55 to $60 range remains possible due to USA alternative shale oil cheaper source. Conclusion: Bunker price eat into shipping profitability from rising estimated $60 to $100 in past 5 years. Currently, Bunker price dropping below $70 great possibility to drop within $55 to $60 range. Shipping Turnaround is likely in 2015 onwards. |
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earlybird14
Supreme |
01-Dec-2014 20:40
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I think your source is 30mins late. Brent Oil price shall be back to 70, crude oil shall be 65. US is in recovery, oil price shall not fall too low. Goldman Sachs has said 70 to 75 is the range. They were the one to start to short oil price from 115, also the first to stabilize the price.
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MetalTrader3
Supreme |
01-Dec-2014 19:45
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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$1 is achievable within 3 years as stated in my prediction. It may occurs sooner due to multiple factors involved.
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ElvisBoo
Member |
01-Dec-2014 19:02
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I think NOL will recover soon. Confident for $1 too. :P | ||||
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isaacsgx
Elite |
01-Dec-2014 18:05
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Looks like this counter got further upside. I am waiting for $1! Do u think this TP achievable?
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Heero78
Veteran |
01-Dec-2014 17:42
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bro, where u check the oil price? so far, i only see $68.65
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earlybird14
Supreme |
01-Dec-2014 17:34
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Oil price start to recover. Counting my oil counter recover tomorrow hopefully. Will be back on this counter after falling within my TP range again. Good luck to all. |
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MetalTrader3
Supreme |
01-Dec-2014 17:26
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Luckily none here is my disciple, else I will kick him out in 1 day. | ||||
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Heero78
Veteran |
01-Dec-2014 17:19
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just now hand itchy...asking at 0.840 thinking that wun get it...knn last min, someone bought my lots... only earned a bit....
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MetalTrader3
Supreme |
01-Dec-2014 17:08
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Traders are different from normal people.
People are fearful on their holding. Those that are fearful can sell to other interested in buying. |
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ElvisBoo
Member |
01-Dec-2014 17:04
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Hopefully no huge sell down tomorrow. ):
Closed at 0.835
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MetalTrader3
Supreme |
01-Dec-2014 16:59
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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At current trend, APL analysts may be calculating the significant oil price drop vs translated current savings. The falling oil price is a great opportunity that NOL is tapping as it relies oil for its bunker.
More details will be updated tonight. |
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MetalTrader3
Supreme |
01-Dec-2014 16:53
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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It should be:
2nd Phrase of Share Price's growth (Rise).
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earlybird14
Supreme |
01-Dec-2014 16:50
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you said share growth mah. NOL need cash, this will be coming from either right issue or selling assets(APL Logistic). one down one up. Which one will come in first?
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MetalTrader3
Supreme |
01-Dec-2014 16:39
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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An analysis on cost saving 1Q 2015 will be updated tonight.
As checked, no news on right issue being reported in SGX yet. No further sales new on APL Logistics being reported yet. |
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Gendut
Senior |
01-Dec-2014 16:29
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lol you have a point..
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MetalTrader3
Supreme |
01-Dec-2014 16:16
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Be patient, though I know but I will not reveal yet. You can go speculate why :)
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earlybird14
Supreme |
01-Dec-2014 16:15
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Vol so high, this is not a feeling, is fact so far. Unless close strong later, if close weak, obviously this round rally is peak and come to an  end.
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Gendut
Senior |
01-Dec-2014 16:12
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Bro, i have a feeling that they are doing a distribution now. this seems like a force sell or heavy selldown.. 
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earlybird14
Supreme |
01-Dec-2014 16:11
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Share growth??? > > > Right issue????
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