| Latest Forum Topics / Neptune Orient L Rg |
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NOL
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MetalTrader3
Supreme |
08-Dec-2014 23:12
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Dear Earlybird14,
Your next week start from today. Let see whether your word (Oil price will go up and maintain 70 to 75) able to come true? ● Oil price already drop below USD 65 on 1st day. It had hit USD 55 to 65 range which I stated. Crude Oil (WTI) @ USD 64.48 /bbl Crude Oil (Brent) @ USD 67.35/ bbl www.bloomberg.com/energy/
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MetalTrader3
Supreme |
08-Dec-2014 23:04
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Dear Earlybird14, your OCBC analysis had been eliminated on 1st day of week.
Small Peanut skill cannot win the entire trading realm :) (Actualized)
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MetalTrader3
Supreme |
08-Dec-2014 22:20
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Nice Vedio (7:00 to 7:40)
I always think every man should have a desire of winning- Is it right or wrong? Today, I become Top Shooter. If someone challenge me, I will definitely accept the challenge. Ace can co-exist. https://m.youtube.com/watch?v=AipW1uocx8Q On 8 Dec- NOL trading range $0.815 to $0.830. OCBC poor analysis & Shortists had been eliminated.
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earlybird14
Supreme |
08-Dec-2014 09:48
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PIL, lead by Mr Teo SS is in good position for the recovery. They avoid  ordering expensive giant  container vessel at peak but plan to  ordering now which the bargain power of ordering vessel is huge, less debt  is required.  Instead of fighting market  share with main  route line, they go their own way.  If PIL is listed, I will heavily invest on it.
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MetalTrader3
Supreme |
08-Dec-2014 06:56
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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时 势 造 人 (Destiny create a person)
What shall rise, will rise. |
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MetalTrader3
Supreme |
08-Dec-2014 06:36
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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A lot of time, Destiny create People.
People create NOL. NOL will create me. (Optimistic) While your pessimistic view will create you.
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dippyboy
Member |
07-Dec-2014 19:41
Yells: "Plsdoyourownhomework.Personalopinion,Disclaimerapplies." |
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Talking bout prediction, My prediction for NOLis NOL will be no more in current form in 5 years time ( the window for asia financial crisis to strike). The bottom for shipping is reached only when big inefficient shipping entities worldwide goes bellyup. Long term trade recovery will be based on FTAs agreements reached world wide boosting global trade post crisis. I can be wrong but its very obvious given the rate of cashflow loss , the dire over supply capacity , existence of much stronger competition and the incredible mountain of debt which will only get worse when interest rate rise inevitably in the next 5 years. Which means this business is not sustainable in current form due to the high cost of assets locked in when the former CEO made that fateful decision to buy a entire new fleet at peak ship prices and subsequently quit. Shipping capacity glut is an external uncontrollable event and the natural laws of market forces will bankrupt inefficient player with high debt and poor cashflows. If Apl (the only cashcow with bright prospects is sold ), the door is open for removing TH support and remaining company is ripe to rot away. Not much value can be salvaged in the event of liquidation since remanding assets can only be sold at distressed prices and the current debt load is significantly higher than what market prices can fetch for those assets. Who will want to buy NOL old ships(by then) when new and even better ship cost less to built in a crisis when commodities and labour cost is so cheap. There will finally be a time of reckoning of true asset values, banks and senior holders of debt and bonds will be partially compensated but ordinary share holders will be wiped out. Privately run shipping lines can then finally have a chance to grow the shipping business organically and built a world class shipping line. Mr Teo ss is ripe to reap the rewards and will be immortalized as one of the local wealthy magnates rising on the post financial crisis global shipping recovery. | ||||
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MetalTrader3
Supreme |
07-Dec-2014 18:01
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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In becoming the best trader of 1 region, stones that block my path will need to be cleared.
In Oil Price Crisis, I will rise a stock when everyone is fearful. |
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MetalTrader3
Supreme |
07-Dec-2014 17:57
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Whoever that block my path shall be eliminated - CaoCao | ||||
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Lucky03
Elite |
07-Dec-2014 10:38
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Just like petrol prices and airline fuel surcharges, they are more 'responsive' when prices go up and hence go up faster than coming down. Wonder if NOL will adjust fast to offer rebates for the drop in oil prices or they have provision to retain to offset the rise in cost due to the port congestion.
The market was expecting oil to rise and hence the provision for adjustment to oil prices may be more to protect NOL so that it can pass on such cost increment to customers. The question is 'how fast and how much' NOL can determine to pass on the adjustment to customers. I'm sure it is not 'immediate and tied to daily fluctuation'. There may be a range and hence may still have some room for savings lah.
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nqing87
Supreme |
07-Dec-2014 10:37
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Just to add on, while oil price drop theoretically shld benefit companies that used lots of oil in their operations, how much it benefits will probably depends on the management capabilities and foresight.. if I didnt remember wrongly, nol got quite a chunk of debt and it is loss making.. so will the drop in oil price able to significantly help to clear its future debts? Do we have certain figures like order book, which probably can gauge how much they will get in revenue/profit in the next few mths/yrs, and for sure to say they will profit? I nv did study on nol, so just writing base on noobish thinking generated from my head.. probably a lot of ppl will not think too much, and push the price up for all transportation companies..
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nqing87
Supreme |
07-Dec-2014 10:02
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bro, im just posting what i saw in straits times.. of cos theoretically speaking, lower oil price shld mean transportation sector to benefit from it, since quite a substantial amount of their operating cost comes from fuel.. just sharing some interesting things that i see in newspaper.. u can predict what u think is right, im not in the right position to say anyone is wrong or right, since everyone has his own opinion..
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doufei
Veteran |
07-Dec-2014 09:58
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Dear Metaltrader3, I fully agree with you that oil price drop will benefit Shipping and transportation companies and improve their profit. However in SGX, profitable companies' price keep dropping instead of up, very disappointing and depressing. Many SGX stocks are totally dependent on bb' s play. Any expected good news are chances for them to pump up the price. Once news announced, sell on news and price drop all the way down. Any bad or adverse news even worse, being short all the the way down. 
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Lucky03
Elite |
07-Dec-2014 09:40
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Transportation companies tend to hedge some level of fuel against wild fluctuation. The question is the level of hedging and the price level. Both is which are mystery as NOL hardly disclose such information. However, the issue being highlighted by OCBC is an issue of the Sales Contract rather than the usual hedging issue.
?Note that NOL?s sales contract includes bunker adjustment factor which is an adjustment to shipping companies' freight rates to take into account fluctuations in the cost of fuel oil (bunkers) for their ships. As such, we believe NOL will not enjoy much savings on lower bunker prices, being neutral to oil price fluctuations,? stated OCBC. Not all of NOL businesses are on sales contract. Another question then is how much of their businesses are based on sales contract and hence how much will be based on spot rates ? There will not be totally zero gain but hopefully they did not hedge against all the fuel demand for spot rates. NOL is very risk averse and do little for disclosure or it will be anyone's guess until they announce the next quarter result. |
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MetalTrader3
Supreme |
07-Dec-2014 06:11
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Edited: it should be 35.5%
Dear Doufei, Nqing87 & Earlybird14, ● Do you dare to made a reputation bet against my prediction? (* If my prediction of NOL price moves above $1.065 within 2 years, You will leave sharejunction forever) * I personally boldly made a reputation bet on 10 Nov 2014, with a markup of more than 35.5% from current price. Who dare to make reputation bet against my prediction? 10 Nov- I predicted combined Value of NOL will rise above my NOL prediction ($1.065) within 3 years - amended to 2 years @ 1 Dec. * Reduced from 3 years to max 2 years (@ 1 Dec)- (10 Nov 2014- 10 Nov 2016). ● Reputation Bet to FundamentalHero & Kyoto2008 's queries- I will retreat from sharejunction forever if prediction do not come true. |
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MetalTrader3
Supreme |
07-Dec-2014 05:35
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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I am the 1st person to personally make reputation bet on my own prediction. Whoever disagree with my prediction can make a reputation bet against or directly challenge me.
I am God Of Predictor, & I welcome any challenger! |
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MetalTrader3
Supreme |
07-Dec-2014 05:17
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Dear Doufei, Nqing87 & Earlybird14,
● Do you dare to made a reputation bet against my prediction? (* If my prediction of NOL price moves above $1.065 within 2 years, You will leave sharejunction forever) * I personally boldly made a reputation bet with a markup of more than 20% from current price. Who dare to make reputation bet against my prediction? 10 Nov- I predicted combined Value of NOL will rise above my NOL prediction ($1.065) within 3 years - amended to 2 years @ 1 Dec. * Reduced from 3 years to max 2 years (@ 1 Dec)- (10 Nov 2014- 10 Nov 2016). ● Reputation Bet to FundamentalHero & Kyoto2008 's queries- I will retreat from sharejunction forever if prediction do not come true. |
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MetalTrader3
Supreme |
07-Dec-2014 04:23
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Dear Doufei, oil price drop will benefit NOL because of lower fuel purchase. Oil price constant drop daily, will contribute to a higher earning for NOL due to oil price is highest expenditure in shipping.
For every USD 1 drop, what is the cost saving for NOL based on the total number of ships & its operating oil tonnages in NOL operating capacity? In the long term, do you think it will benefit NOL & what is the impact on NOL? Do you think stock market is operated by shortists or common sense win? Or do you think shortists can win the entire smart trading realm?
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MetalTrader3
Supreme |
07-Dec-2014 04:14
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Dear Nqing87,
At Singapore Airlines Ltd (SIA), second-quarter operating profit rose 51 percent almost entirely due to a reduction in fuel costs. SIA earlier this month said lower fuel prices were beneficial for its operations, but that its hedging strategy would damp the impact of a decline in oil prices. The airline hedged 65.3 percent for the second half of this year at $116 a barrel. "SIA adopts a hedging policy of consistently hedging for our fuel, and therefore the purpose, of course, is not to speculate in the market, but to ensure that we reduce the volatility of fuel price movements on our earnings," mobile.reuters.com/article/idUSL3N0TI2WQ20141128?irpc=932 ● My Remark on SIA: SIA hedged for 2nd half of 2014 @ $114/ barrel. After oil used up, SIA will hedge again @ oil price around $67/ barrel for 2015. Do oil price drop benefit them in 2015? I hope to have answered your question as a whole, including beneficial to Air as well as Shipping with regards to oil price significant drop. My advise: When you look at a moon, you see a moon. Do not look at the moon, but look at its heavenly glory.
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nqing87
Supreme |
07-Dec-2014 00:16
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read in sat Straits Times that airlines like SIA are going to make some losses due to oil price drop, as they had hedged oil at 110+ bucks.. ironic isint it, when oil price drop could have benefit them lol.. 
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