Back

Latest Forum Topics / Neptune Orient L Rg

Post Reply

NOL Post Reply Rate topic
MetalTrader3 Supreme	03-Dec-2014 12:40        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	♥ A review on bad example of giving Primary 1 English by Earlybird14: Quoted by Earlybird14: Not talking bad but talking fact. (Happily stated top 3 not in alliance) ● My Comments: The points I listed out- All shipping knowledge by Earlybird14 is wrong. MetalTrader3      ( Date: 02-Dec-2014 14:42) Posted: Dear earlybird14, Quoted: Sending a 20 foot container to europe from china is less than 1000 USD" ● My remark: This is because of distance travelled. Do you know shipping from Singapore to Europe costs $2000 per 20ft cntr? Fyi: We use short cut in shipping (ft, cntr) Quoted: If oil price go lower further, some shipment may change to airfreight which demand for faster delivery but affordable. ● My remark: You have poor knowledge of why people ship by Airfreight & Seafreight. - What is the cost of putting a 20ft in seafreight compared to airfreight? Airfreight is for perishable & high tech or expensive products. (Advantage: Shorter time transit & Better handling) Seafreight is for bulky & heavy goods that are more economical to ship by sea. Fyi: You can check statement with Logistics personnel & see if is feasible. Logistics & Supply Chain will probably disagree with this statement. Quote: Alliance? There are more than 100 container shipping lines in the world. Top 3 Maersk, MSC and CMA want to form P3 are rejected by CHina, P2 are on the way. So, top 3 are not in any alliance. G6 only formed by 6 companies only. ● My remark: Top 3 may not be in alliance? You are wrong again. Maersk Line & MSC are in alliance. www.seatrade-global.com/news/americas/fmc-approves-2m-alliance-of-maersk-line-and-msc.html NOL G6 are also alliance. * Pls do not speak just because you feel like speaking. Your fact is wrong. FYI: Shipping is either alliance or merger, or both to survive to tap on shared network & infrastructures. I won't comment further because your shipping knowledge is all wrong. earlybird14      ( Date: 02-Dec-2014 13:52) Posted: Shipping volume is subjected to world economic, demand and supply. it is the cheapest way to send good to oversea. Sending a 20 foot container to europe from china is less than 1000 USD. If oil price go lower further, some shipment may change to airfreight which demand for faster delivery but affordable. Alliance? There are more than 100 container shipping lines in the world. Top 3 Maersk, MSC and CMA want to form P3 are rejected by CHina, P2 are on the way. So, top 3 are not in any alliance. G6 only formed by 6 companies only. If Alliance can work for price war avoidance, container freight rate won' t be so low as per today market. Components for NOL, Their restructuring & cost saving doesn' t pay anything to stakeholder so far, when they declare 20million loss, some asia shipping line from Japan and Korea have declared breakeven, don' t mention about 2 billion profit from Maersk line. Not talking bad but talking fact. NOL has a price, without selling APL logistic, NOL is fully valued now.
Useful To Me  Not Useful To Me
earlybird14 Supreme	03-Dec-2014 12:28        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Can' t blame you, toddler standard. MetalTrader3      ( Date: 03-Dec-2014 12:20) Posted: I tell you- your brain the cells also need re-adjust. Don't say you give wrong fact on shipping, but based on your statement. Quoted (Earlybird14): if today don' t go up and cross 85, I shall be able to collect back NOL share with my target price on friday or coming monday. My remark: Your statement state: - Collect Back: Fri/ Coming Mon - Today? There is still Thursday before Friday. (Correcting your Primary 1 Standard) earlybird14      ( Date: 03-Dec-2014 08:45) Posted: So, please stop giving toddlers standard on shipping. If today don' t go up and cross 85, I shall be able to collect back NOL share with my target price on friday or coming monday. All the best to vested.
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	03-Dec-2014 12:20        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	I tell you- your brain the cells also need re-adjust. Don't say you give wrong fact on shipping, but based on your statement. Quoted (Earlybird14): if today don' t go up and cross 85, I shall be able to collect back NOL share with my target price on friday or coming monday. My remark: Your statement state: - Collect Back: Fri/ Coming Mon - Today? There is still Thursday before Friday. (Correcting your Primary 1 Standard) earlybird14      ( Date: 03-Dec-2014 08:45) Posted: So, please stop giving toddlers standard on shipping. If today don' t go up and cross 85, I shall be able to collect back NOL share with my target price on friday or coming monday. All the best to vested. MetalTrader3      ( Date: 03-Dec-2014 06:51) Posted: For goodness sake, please don't give a Primary 1 standard on shipping. This trading platform for comments need a higher standard of shipping comments.
Useful To Me  Not Useful To Me
earlybird14 Supreme	03-Dec-2014 08:45        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	So, please stop giving toddlers standard on shipping. If today don' t go up and cross 85, I shall be able to collect back NOL share with my target price on friday or coming monday. All the best to vested. MetalTrader3      ( Date: 03-Dec-2014 06:51) Posted: For goodness sake, please don't give a Primary 1 standard on shipping. This trading platform for comments need a higher standard of shipping comments.
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	03-Dec-2014 06:51        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	For goodness sake, please don't give a Primary 1 standard on shipping. This trading platform for comments need a higher standard of shipping comments.
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	03-Dec-2014 06:05        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Dear Earlybird14, when you state Top 3 Maersk, MSC and CMA. Do you really know about this companies first? Do you know how profits are driven? Do you know inside operations? Do you know the difference between these companies? * Do you know importance of alliance? ● Pls don't give me wrong info. I can tell you I know if your info is right or wrong in 1 sec. ● You can get help from maritime/ logistic professional to answer these questions if you don't know.
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	03-Dec-2014 05:44        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	If anybody that do not have experience/knowledge based on Sea & Air then try smoke me. Within a few question, I know how far your understanding. Please don't smoke me. Thank You. You think I really don't know inside sea / air? Try :)
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	03-Dec-2014 05:30        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	What is the difference between people shipping by sea or air? Sea- We call "Seafreight" Air- We call "Airfreight" Some don't understand & think goods can swap between sea to air. I will personally give a lesson on topic of Seafreight vs Airfreight. Based on Facts happening in global economy & companies of current era. Worst, some don't understand the basic term of shipping & give 3 points. Do you know what is the supply chain of Seafreight & Airfreight in operating companies? I can tell you Sea & Air- Documents, Process, People, Issues.etc varies. Don't ever think just by reading, you understand. I let you really understand in due time. To be continue. .
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	03-Dec-2014 05:16        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Thank You :) ElvisBoo      ( Date: 02-Dec-2014 22:50) Posted: Very detailed explanations! Hopefully NOL management will make wise decisions to benefit the company and the shareholders as well. The cheaper oil price will definitely give NOL a boost. Cheers! (: MetalTrader3      ( Date: 02-Dec-2014 19:29) Posted: Dear MerzMerz, Shipping Good Time about to come soon. Average down is a good strategy. For NOL, the market will realize sooner or later. Within 1 to 2 years, NOL will be back at good share price. It is now in good position of falling oil price period. ● Oil Price @ $79 already lower a bit (25% lower) from previous rising oil price. Once hit $55 to $65, it will reverse back to Original Shipping Profitable Era. ● Trump Card (APL Logistics if issued as IPO for every NOL- combined value may be around $1.50) - * up to Management decisio
Useful To Me  Not Useful To Me
ElvisBoo Member	02-Dec-2014 22:50        ElvisBoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very detailed explanations! Hopefully NOL management will make wise decisions to benefit the company and the shareholders as well. The cheaper oil price will definitely give NOL a boost. Cheers! (: MetalTrader3      ( Date: 02-Dec-2014 19:29) Posted: Dear MerzMerz, Shipping Good Time about to come soon. Average down is a good strategy. For NOL, the market will realize sooner or later. Within 1 to 2 years, NOL will be back at good share price. It is now in good position of falling oil price period. ● Oil Price @ $79 already lower a bit (25% lower) from previous rising oil price. Once hit $55 to $65, it will reverse back to Original Shipping Profitable Era. ● Trump Card (APL Logistics if issued as IPO for every NOL- combined value may be around $1.50) - * up to Management decision MerzMerz      ( Date: 02-Dec-2014 10:30) Posted: I really like your prediction... My average is 1.2, but I do not want to wait so long to break even or dread thinking profit with this counter. So to ride on ur prediction, I will go buy more to lower my average. So the calling now is BUY! BUY! BUY
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	02-Dec-2014 19:29        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Dear MerzMerz, Shipping Good Time about to come soon. Average down is a good strategy. For NOL, the market will realize sooner or later. Within 1 to 2 years, NOL will be back at good share price. It is now in good position of falling oil price period. ● Oil Price @ $79 already lower a bit (25% lower) from previous rising oil price. Once hit $55 to $65, it will reverse back to Original Shipping Profitable Era. ● Trump Card (APL Logistics if issued as IPO for every NOL- combined value may be around $1.50) - * up to Management decision MerzMerz      ( Date: 02-Dec-2014 10:30) Posted: I really like your prediction... My average is 1.2, but I do not want to wait so long to break even or dread thinking profit with this counter. So to ride on ur prediction, I will go buy more to lower my average. So the calling now is BUY! BUY! BUY! MetalTrader3      ( Date: 01-Dec-2014 23:29) Posted: Edited typo error: 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. 26 Nov b4 opening- I indicate the song power had begun. 26 Nov- NOL moved up strongly & closed @ $0.81. I indicate that bits & bits of song lyrics will be revealed. 1 Dec- closed @ 0.84. I foresee rise till $0.87/more within 9 days (12 Dec). Song: https://www.youtube.com/watch?v=pMkRmH8dpgw&list=FLIGZIWveB2xf_-PhUBfo0Mg&index=
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	02-Dec-2014 17:57        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	● Benefits of cheaper oil (reduce major expenditure cost in shipping) The falling oil prices (Currently $69), hopefully can drop till $55-$65, will be a game changer for NOL for 2015 onwards.
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	02-Dec-2014 17:47        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Fyi. Added Analysis on Falling Oil Price benefits freight rate profitability is not included previously. MetalTrader3      ( Date: 09-Nov-2014 21:38) Posted: Strategy (either#1 or 2), Tips, &Solution for NOL Management (All need follow to turn profitable): My advise (Superior Strategy #1): - Sell entire APL (Shipping) to different buyers. - Retain APL (Terminal & Logistics) This strategy will generate positive profits in hundred of millions b4 tax per quarter instantly. As only most profitable business are retained. My Advise (Superior Strategy #2): - Sell half of APL (Shipping) to manage undercapacity Liner Operation. This will improve liner revenue & having lesser scale of vessels & operating costs to maintain. - Issue APL (Logistics) as IPO to retain overall control. Sell 40% of APL Logistics shares to buyer, retain 60%. Work with buyers to expand network & business. These need to be operated simultaneously to turn profitable. Tips for NOL Management: - Your freight pricing department should be sacked: Your freight rate priced few hundred above HPL, OOCL, Maersk Line for many of regions. That is why customers used other carrier instead, resulting in slots not filled in NOL. - Your previous director ordered too many new vessels amounting to 2 billions that results in subsequent years losses. This resulted in undercapacity. Solution: - Pls work to make your freight rate as competitive as Hapad Lloyd. - Pls lease more new vessels to Maersk & sell more old vessels away as you don't need so much vessels
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	02-Dec-2014 17:37        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Fyi MetalTrader3      ( Date: 06-Nov-2014 07:36) Posted: Dear NOL Mgmt, My advise: - APL Logistics (1 billion) is too little. NOL should aim for 1.2 to 1 5 billion. It will be best to release as IPO to enable flexibility & able to retain business by only selling 40%. - For APL Shipping, a need to sell more vessels to manage undercapacity.
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	02-Dec-2014 17:33        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Fyi MetalTrader3      ( Date: 30-Oct-2014 16:20) Posted: On 30 Oct- NOL heed advice & in process selling APL for 1 Billion. (As stated in my strategy before it happens). Actualized on sales figure & prediction. MetalTrader3      ( Date: 28-Oct-2014 17:34) Posted: Dear NOL Mgmt & Shareholders, NOL Fundemental - APL (Shipping) - APL TERMINALS - APL LOGISTICS (May Consider for Sales) 3 Strategies for NOL (Focusing on APL Logistics)~Estimated $800 Millions to 1 Billion 1) Up Strategy: Sell APL Logistics through IPO issuance [Result: Achieve Higher Combined Value & Flexibility to NOL & Shareholders] 2) Mid Strategy: Sell APL Logistics through Buyer [Result: Achieve Potential Mid Increase Combined Value to NOL & Shareholders] 3) Down Strategy: Delaying Sales of APL Logistics [Result: Mother Share enduring turbulent market to NOL & Shareholders] My Analysis: There is no reason not to sell APL Logistics in this turbulent market, when cash needed in shipping downturn economic period can almost half the debts & continue improving on the operations. Since APL Logistics only make up of around 16% of profits, however it can reduce nearly 40 to 50% of debts. Borrowing is not a wise option, and without APL Logistics: - Lesser Assets & Manpower to maintain - Can use 3rd Party Logistics without over reliance on APL Logistics for better cost rate
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	02-Dec-2014 17:18        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	I would prefer Strategy 2. Strategy (either#1 or 2), Tips, &Solution for NOL Management (All need follow to turn profitable): My advise (Superior Strategy #1): - Sell entire APL (Shipping) to different buyers. - Retain APL (Terminal & Logistics) This strategy will generate positive profits in hundred of millions b4 tax per quarter instantly. As only most profitable business are retained. My Advise (Superior Strategy #2): - Sell half of APL (Shipping) to manage undercapacity Liner Operation. This will improve liner revenue & having lesser scale of vessels & operating costs to maintain. - Issue APL (Logistics) as IPO to retain overall control. Sell 40% of APL Logistics shares to buyer, retain 60%. Work with buyers to expand network & business. These need to be operated simultaneously to turn profitable. ElvisBoo      ( Date: 02-Dec-2014 16:47) Posted: How much do APL logistics cost? If NOL decides to sell it away, will it be better as there's a lump sum funds to use, or will it be worse as there will one less money generating machine. Wise men please enlighten me.
Useful To Me  Not Useful To Me
Heero78 Veteran	02-Dec-2014 17:14        Heero78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	valued at USD$700million. ElvisBoo      ( Date: 02-Dec-2014 16:47) Posted: How much do APL logistics cost? If NOL decides to sell it away, will it be better as there's a lump sum funds to use, or will it be worse as there will one less money generating machine. Wise men please enlighten me.
Useful To Me  Not Useful To Me
ElvisBoo Member	02-Dec-2014 16:47        ElvisBoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	How much do APL logistics cost? If NOL decides to sell it away, will it be better as there's a lump sum funds to use, or will it be worse as there will one less money generating machine. Wise men please enlighten me.
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	02-Dec-2014 15:26        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Oil Price is key for NOL profitability margin. With continously falling oil price (Oil Price Crisis falled till $79, had great possibility to fall till $55 to $65 by next year). Oil price is unlikely to recover till Mid 2015, supported by OPEC meeting in Jun 2015. Sea Law (Vol 2) The word "bunkers" has a unique meaning in international shipping. The term is universally understood to mean fuel for vessels. Without bunkers, ships cannot sail. Bunker costs can also be the largest operating expense incurred on an ocean voyage. The bunker price category is most interesting because fuel costs can change from port to port. Price disputes usually can be avoided if parties include bunker price clauses in charter contracts. World events can drastically affect oil prices. The 1973 Middle East War and the 1990 Persian Gulf conflict caused bunker values to vary greatly from day to day. http://www.navlaw.com/articles/v2/bunker-fuels-often-focal-point-of-disputes.htm
Useful To Me  Not Useful To Me
MetalTrader3 Supreme	02-Dec-2014 15:18        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Sea Law (Vol 2) The word "bunkers" has a unique meaning in international shipping. The term is universally understood to mean fuel for vessels. Without bunkers, ships cannot sail. Bunker costs can also be the largest operating expense incurred on an ocean voyage. The bunker price category is most interesting because fuel costs can change from port to port. Price disputes usually can be avoided if parties include bunker price clauses in charter contracts. World events can drastically affect oil prices. The 1973 Middle East War and the 1990 Persian Gulf conflict caused bunker values to vary greatly from day to day. http://www.navlaw.com/articles/v2/bunker-fuels-often-focal-point-of-disputes.htm earlybird14      ( Date: 02-Dec-2014 15:12) Posted: Just continue live with your own world. MetalTrader3      ( Date: 02-Dec-2014 14:42) Posted: Dear earlybird14, Quoted: Sending a 20 foot container to europe from china is less than 1000 USD" ● My remark: This is because of distance travelled. Do you know shipping from Singapore to Europe costs $2000 per 20ft cntr? Fyi: We use short cut in shipping (ft, cntr) Quoted: If oil price go lower further, some shipment may change to airfreight which demand for faster delivery but affordable. ● My remark: You have poor knowledge of why people ship by Airfreight & Seafreight. - What is the cost of putting a 20ft in seafreight compared to airfreight? Airfreight is for perishable & high tech or expensive products. (Advantage: Shorter time transit & Better handling) Seafreight is for bulky & heavy goods that are more economical to ship by sea. Fyi: You can check statement with Logistics personnel & see if is feasible. Logistics & Supply Chain will probably disagree with this statement. Quote: Alliance? There are more than 100 container shipping lines in the world. Top 3 Maersk, MSC and CMA want to form P3 are rejected by CHina, P2 are on the way. So, top 3 are not in any alliance. G6 only formed by 6 companies only. ● My remark: Top 3 may not be in alliance? You are wrong again. Maersk Line & MSC are in alliance. www.seatrade-global.com/news/americas/fmc-approves-2m-alliance-of-maersk-line-and-msc.html NOL G6 are also alliance. * Pls do not speak just because you feel like speaking. Your fact is wrong. FYI: Shipping is either alliance or merger, or both to survive to tap on shared network & infrastructures. I won't comment further because your shipping knowledge is all wrong
Useful To Me  Not Useful To Me

                                                         First   < Newer   6061-6080 of 11177   Older>   Last