| Latest Forum Topics / Neptune Orient L Rg |
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NOL
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counter
Veteran |
25-Jul-2014 21:49
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Honestly, it is not worth to pay attention to the things said by a person who will only see the value of NOL at $0.70.
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wangerism
Master |
25-Jul-2014 17:40
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sleeping giant |
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Trespasserx
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25-Jul-2014 17:33
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Haha this nol group is very funny.. For the past two days when nol is doing well, not a single post from
earlybird.. Today drop 1/2 cent.. Here come earlybird putting up negative news on nol which is already well known in their 1Q report.. Vice versa, today no post from danger.. Let all chill and wait for 7 aug which will then prove who is right or wrong..
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earlybird14
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25-Jul-2014 16:55
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NOL has outstanding share of 2,594,641,448 @ 95cents which is equal to 2.47Billion Market Cap. If NOL really cannot secure any bank loan for their unsecured bank loan, minimum 3 to 1 right issue is required to raise SGD  823Million or US659million for the unsecured loan which will be exposed to public in next 18 months. The next coming 3 quarter results are very critical to NOL to show to the public that they can turn over in order to secure the bank loan  or raise the money through right issue from the market for their unsecured 664Million borrowing. To a company like NOL with 8.8Billion revenue, cash flow is very critical. Below 500million is sufficient to give a very serious warning to the market.     |
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earlybird14
Supreme |
25-Jul-2014 15:32
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2Q result will be released on 7 Aug, 2 more week to go. Highlight again on debt issue http://infopub.sgx.com/FileOpen/NOL%20Q1%202014%20Financial%20Results.ashx?App=Announcement& FileID=296951 is NOL cash flow healthy? Cash burnt from 980million to 605 million in last Q. The 300+ million cash are used to pay unsecured loan which is expired in 2014. 102million is required to pay within next 9 months. Cash flow shall reduced to 403Million Page 3. should be all investors major concern for next  18 months period. 861Million borrowing is required to repay in next  18months  and 664Million borrowing  is not secured. This unsecured amount is more than the 403Million cash flow. Cash call? So all investors shall hope for the best for this coming quarter to turn around and be profitable. Profitable can allow NOL to secure the outstanding borrowing. Otherwise, NOL has to pay borrowing with cash. Long term is quite dark to all NOL. All the best to all holders. Non-holder shall KIV after this coming quarter result release. |
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counter
Veteran |
25-Jul-2014 10:42
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Based on the KEIs around the world and NOL' s efforts in cost cutting, my prediction is that it should  turn around in  the third quarter, if not already so  in the second quarter. |
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Lucky03
Elite |
25-Jul-2014 09:58
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Airlines are turning around after years of bleeding and consolidation. Shipping industry is similarly undergoing the same fate and big question is the timing of the turning point.
PUBLISHED JULY 25, 2014 US airlines flying high on better earnings US airlines are flying high again, reporting surging profits and returning cash to shareholders as they reap the benefits of an industry-wide merger wave wrought by the financial crisis - PHOTO: AFP [NEW YORK] US airlines are flying high again, reporting surging profits and returning cash to shareholders as they reap the benefits of an industry-wide merger wave wrought by the financial crisis. The biggest US airline by revenue, American Airlines, Thursday notched its highest quarterly profit in history following its acquisition of smaller rival US Airways. Earnings at American for the second quarter jumped 70 per cent to US$864 million. Also Thursday, United Airlines reported that second-quarter profit surged 68 percent to US$789 million. Both companies announced US$1 billion share repurchase plans and American, after emerging from bankruptcy just six months ago, said it would pay its first quarterly dividend since 1980: 10 cents per share. |
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counter
Veteran |
25-Jul-2014 07:30
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Btw, I couldn' t agree more with you on this and I like the way you say it. The ability to stomach the high uncertainty of container shipping will, not may, reap high returns in time to come. |
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counter
Veteran |
25-Jul-2014 07:16
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So are you the Brave or the Reckless?
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sgng123
Supreme |
25-Jul-2014 02:18
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Well IF NOL manage to turn around with a leaner cost base in 2Q, the shift in sentiment towards ship would be bigupside which a lot of small retailers could not catch. After all ship share price movement is highly controlled by Temasek, if Ah Gong want it to go up then it will go up otherwise continue it sub 1 dollar range till they feel it is ok to lift it. In short No upper limit on how much ship can shoot up but there is a downside support for it due to temasek. For investors holding out, it is just a matter of when the upside would come and if they could stomach the highly uncertainty of container shipping. Lady Luck favor the Brave and Reckless lol.
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Lucky03
Elite |
24-Jul-2014 22:58
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Ever since it's daily MA cuts below the 100D MA in Jan 14, it had only briefly crossed above again in early May 14. Let's see if it is strong enough to cross and stay above the 100D MA at 0.98. That should be a significant indicator. | ||||
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spore1
Supreme |
24-Jul-2014 22:40
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tmr more likely to cont to head higher
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counter
Veteran |
24-Jul-2014 18:18
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If the result improves, and I am saying if, the upside will be tremendous. |
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Lucky03
Elite |
24-Jul-2014 17:50
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Haven't seen a strong push towards close for last 2 mths since the daily MA cuts above its 20 days MA after mid Jun and staying below since. This is a positive factor in the technical charts to cut above both the 20D and 50D MA. Hopefully we can see a pleasant turnaround story for Q2. | ||||
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heisuke
Member |
24-Jul-2014 17:44
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wow +2.1% |
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Lucky03
Elite |
24-Jul-2014 12:11
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These manufacturing activity will translate into export or container volume.
PUBLISHED JULY 24, 2014 China July HSBC flash PMI at 18-month high of 52.0 [BEIJING] China's factory activity expanded at its fastest pace in 18 months in July as new orders surged, a preliminary HSBC survey showed on Thursday, the latest indication that the economy is picking up as government stimulus measures kick in. The HSBC/Markit Flash China Manufacturing Purchasing Managers' Index rose to 52.0 in July from June's final reading of 50.7, beating a forecast of 51.0 in a Reuters poll. It was the highest reading since January 2013, and above the 50-point level that separates growth in activity from contraction for the second consecutive month. "Economic activity continues to improve in July, suggesting that the cumulative impact of mini-stimulus measures introduced earlier is still filtering through," said Qu Hongbin, chief economist for China at HSBC. "We expect policy makers to maintain their accommodative stance over the next few months to consolidate the recovery." Mainland China stocks jumped after the PMI report while shares in the rest of Asia edged higher. The Australian dollar hit a three-week high on prospects of stronger exports to China. A breakdown of the survey showed most of 11 sub-indices that measure output, domestic and foreign demand improved substantially from June. |
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spore1
Supreme |
23-Jul-2014 21:04
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collect quietly when not many ppl interested. think $1.00 in next 2 weeks time |
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alexsmith
Member |
23-Jul-2014 20:35
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Without lucky and earlybird, life in this forum is boring. Is something boiling up? See the share price move up a bit today. 0.935 is indeed a good entry point. Hopefully it come down again to that level. |
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counter
Veteran |
22-Jul-2014 10:27
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I am like you who intend to hold this stock for the long-term. I am not betting that the forthcoming result will show improvement. The performance of NOL is positively correlated to the performance of the global economy. History tells us that no economic downturn will last forever. |
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Trespasserx
Senior |
22-Jul-2014 10:21
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Counter at the rate you are going... Perhaps you can take over temasek as the main stakeholder of nol hahaha..
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