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earlybird14 Supreme	04-Dec-2014 14:03        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	At first, I post my opinion is for sharing, not for believing, agree or not up to individual. I am not holding oil stock but just playing swing play after massive short selling. In my opinion, oil price will stay 70 to 80 minimum 6 month time. but will not clash below 65. Short seller has to cover in next week after selling, oil counter recovering can be expected in next week but not worth for holding since they have to face margin cut, debt payment and etc in next 6 month to 1 year. MetalTrader3      ( Date: 04-Dec-2014 13:23) Posted: Dear Earlybird14, I can no longer believe your words as you have conflicting interest & holding many oil stocks. Furthermore, you are just an onlooker in NOL. You can slowly wait for oil price recover, as oil price will not recover. I will update oil price tonight. Shipping stock (NOL) vs your Oil stocks does not coexist.
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MetalTrader3 Supreme	04-Dec-2014 13:23        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Dear Earlybird14, I can no longer believe your words as you have conflicting interest & holding many oil stocks. Furthermore, you are just an onlooker in NOL. You can slowly wait for oil price recover, as oil price will not recover. I will update oil price tonight. Shipping stock (NOL) vs your Oil stocks does not coexist.
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earlybird14 Supreme	04-Dec-2014 09:59        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	If NOL management is smart enough, they shall lock in their bunkering oil as per present price for at least 6 month supply. No realistic to expect oil price to drop down further after oil monster(usa) economic is recovering and may boom in 2015. Last crash in 2008 bring oil price to 40 and up within 3 month back to 70 above. So, current price is very good to lock in for hedging future higher oil price. earlybird14      ( Date: 04-Dec-2014 09:54) Posted: Oil price won' t hit below 60, may be not even 65 after last crash. Oil price will go up and maintain 70 to 75 next week. Buyers will start to think present price is a good price to buy and fill up their storage tank. Consumers will drive further and longer with cheaper fuel. 93mio barrel vs 2mio. The 2 mio supply glut can be easily digested. 70 to 75 is also sufficient to slow shale oil and deep water oil project drilling. MetalTrader3      ( Date: 03-Dec-2014 21:04) Posted: Good News: ● Oil Price It is going to hit USD 55 to 65 range which I stated. ♡ Crude Oil (WTI) @ USD 67 /bbl ♡ Crude Oil (Brent) @ USD 70.47/ bbl www.bloomberg.com/energy
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earlybird14 Supreme	04-Dec-2014 09:54        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Oil price won' t hit below 60, may be not even 65 after last crash. Oil price will go up and maintain 70 to 75 next week. Buyers will start to think present price is a good price to buy and fill up their storage tank. Consumers will drive further and longer with cheaper fuel. 93mio barrel vs 2mio. The 2 mio supply glut can be easily digested. 70 to 75 is also sufficient to slow shale oil and deep water oil project drilling. MetalTrader3      ( Date: 03-Dec-2014 21:04) Posted: Good News: ● Oil Price It is going to hit USD 55 to 65 range which I stated. ♡ Crude Oil (WTI) @ USD 67 /bbl ♡ Crude Oil (Brent) @ USD 70.47/ bbl www.bloomberg.com/energy/ MetalTrader3      ( Date: 03-Dec-2014 16:32) Posted: Latest NOL Strategy (Edited Complete Ver) Dear NOL Mgmt & All, These are 2 things I believe in NOL: Though Oil Price will be a major game changer in shipping turnaround. APL (Logistics) need work with buyer in alliance to expand its network & business by selling 40% as IPO (Listed in Strategy #2). APL (Shipping) need sell 20% & do merger with a bigger capacity shipping company. ● 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 My Advise (Superior Strategy #2)- Revised Version in view of oil price drop: - Sell 20% of APL (Shipping) to manage undercapacity Liner Operation. This will improve liner revenue & having lesser scale of vessels & operating costs to maintain. Then, do merger with other bigger capacity shipping (E.g. Evergreen) A merger is essential to be on some fair ground & compete with Top 4 shipping companies. - 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
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earlybird14 Supreme	04-Dec-2014 09:44        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Just load back again. I have to be more realistic since apl logistic has moved to final round. Deal will be done in Jan or February. With the news expect it to drop back to 80 is unlikely. All the best vested.
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earlybird14 Supreme	04-Dec-2014 09:34        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Singapore port is relatively open and free to allow shipping business to trade freely with different form or price as a transshipment port. The customers are worldwide. China is more on exporting from china inland to global. So a freight index is able to disclose the present freight rate openly to prevent overcharge or other type of agreement. Singapore port just obtain commission though the container volume handling, china gov has to ensure a fair and cheap freight rate to protect their own interest since china business pay the freight rate for exporting. This may explain why Singapore and Rotterdam port don't have similar freight index as a transshipment port. tadalada      ( Date: 04-Dec-2014 09:24) Posted: Just a thought, the major cargo flow is out from China, so the Shanghai Freight Index. Singapore  is just  a TS port so theres no index for SG since no one uses SG as the base port.
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tadalada Member	04-Dec-2014 09:24        tadalada About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just a thought, the major cargo flow is out from China, so the Shanghai Freight Index. Singapore  is just  a TS port so theres no index for SG since no one uses SG as the base port.
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earlybird14 Supreme	04-Dec-2014 09:22        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	The news rescue NOL for going down to 80 tomorrow. Us is strict on country facilities ownership especially something like logistic. Highly likely the offer will go to 2 US firm to obtain gov approval easily.
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MetalTrader3 Supreme	04-Dec-2014 00:12        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Background Check of Final 3 Bidders (Stock Price@ 4 Dec, 0007hr): Number 1 Solid Bidder: ● CJ Korea Express Co Ltd: 201,500 KRW equal USD 180.92 http://www.bloomberg.com/quote/000120:KS Number 2 Catching up Bidder: ● XPO Logistics Inc: USD 39.33 https://www.google.com/finance?cid=681106 Number 3 Last Black Horse Bidder: ● KKR & Co: USD 21.98 http://www.bloomberg.com/quote/KKR:US The Winner is? www.seashipnews.com/News/Final-bidders-for-APL-Logistics-identified/3w3c2964.html
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MetalTrader3 Supreme	03-Dec-2014 23:54        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	1st Round (6 offers) Final Round (3 Companies competing) Who will win? Bidding (1 billion) normally goes like this: A: I know they bidding 1 to 1.2 billion, I bid 1.21 billion. B: Fuk them, I bid 1.35 billion. C: I think they are fool to compete with me. I just bid very high 1.5 billion to seal deal! Bid Announcer: Congratulation, A New Winner had been chosen! granto      ( Date: 03-Dec-2014 21:57) Posted: Final bidders for APL Logistics identified:  http://www.seashipnews.com/News/Final-bidders-for-APL-Logistics-identified/3w3c2964.html
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Lucky03 Elite	03-Dec-2014 23:24        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	KKR & Co is not even a logistic firm. It is a global investment firm. Wonder what's their valuation of APL Logistic. Lucky03      ( Date: 03-Dec-2014 23:14) Posted: First, I just can't understand why NOL doesn't find it their corporate responsibility to make some disclosure but we have to learn from newswire. Doesn't matter now. Learning to accept it. GIC announced in Sep that it is investing in XPO Logistic together with 2 Canadian Funds. Reuters reported CJ Korea expressed interest and indicated the likely price tag of $1b. This will be interesting final round of bidding with 'best price offer'. granto      ( Date: 03-Dec-2014 21:57) Posted: Final bidders for APL Logistics identified:  http://www.seashipnews.com/News/Final-bidders-for-APL-Logistics-identified/3w3c2964.html
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Lucky03 Elite	03-Dec-2014 23:14        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	First, I just can't understand why NOL doesn't find it their corporate responsibility to make some disclosure but we have to learn from newswire. Doesn't matter now. Learning to accept it. GIC announced in Sep that it is investing in XPO Logistic together with 2 Canadian Funds. Reuters reported CJ Korea expressed interest and indicated the likely price tag of $1b. This will be interesting final round of bidding with 'best price offer'. granto      ( Date: 03-Dec-2014 21:57) Posted: Final bidders for APL Logistics identified:  http://www.seashipnews.com/News/Final-bidders-for-APL-Logistics-identified/3w3c2964.html
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ElvisBoo Member	03-Dec-2014 22:08        ElvisBoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	SL @ 0.830 due to bearish trend. How long does it take for the share price to recover upon successful sale? Instant respond? Or still have to wait for their report? Lost quite lot in this one. Hope to get it back from here.
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MetalTrader3 Supreme	03-Dec-2014 22:05        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Good News. (Sales of APL Logistics) ● Hope NOL Mgmt can take my advice & issue as APL IPO share for each NOL share being held. granto      ( Date: 03-Dec-2014 21:57) Posted: Final bidders for APL Logistics identified:  http://www.seashipnews.com/News/Final-bidders-for-APL-Logistics-identified/3w3c2964.html
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granto Master	03-Dec-2014 21:57        granto About Contact  Quote this Post!
x 0   x 0  Alert Admin	Final bidders for APL Logistics identified:  http://www.seashipnews.com/News/Final-bidders-for-APL-Logistics-identified/3w3c2964.html
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MetalTrader3 Supreme	03-Dec-2014 21:04        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Good News: ● Oil Price It is going to hit USD 55 to 65 range which I stated. ♡ Crude Oil (WTI) @ USD 67 /bbl ♡ Crude Oil (Brent) @ USD 70.47/ bbl www.bloomberg.com/energy/ MetalTrader3      ( Date: 03-Dec-2014 16:32) Posted: Latest NOL Strategy (Edited Complete Ver) Dear NOL Mgmt & All, These are 2 things I believe in NOL: Though Oil Price will be a major game changer in shipping turnaround. APL (Logistics) need work with buyer in alliance to expand its network & business by selling 40% as IPO (Listed in Strategy #2). APL (Shipping) need sell 20% & do merger with a bigger capacity shipping company. ● 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 My Advise (Superior Strategy #2)- Revised Version in view of oil price drop: - Sell 20% of APL (Shipping) to manage undercapacity Liner Operation. This will improve liner revenue & having lesser scale of vessels & operating costs to maintain. Then, do merger with other bigger capacity shipping (E.g. Evergreen) A merger is essential to be on some fair ground & compete with Top 4 shipping companies. - 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
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MetalTrader3 Supreme	03-Dec-2014 20:29        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	May I know which course you study? Fyi: I am the pioneer batch studying maritime. earlybird14      ( Date: 03-Dec-2014 20:19) Posted: Then, that is great. Continue to contribute your school knowledge. MetalTrader3      ( Date: 03-Dec-2014 20:10) Posted: Yes, your knowledge poor. I am a maritime diploma graduate & Logistics & Supply Chain Degree. My industrial experience cover Airfreight & Seafreight.
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MetalTrader3 Supreme	03-Dec-2014 20:25        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Edited: MSC Dear Earlybird14, You use top companies name without knowing fully what had happened. ● You disregarded Alliance & misinterpreted Top 3 shipping no alliance. Which I replied Maersk Line is already in alliance with MSC. ● You failed to capture bunker (oil price) as major expenditure that oil price fall profits shipping operation when I mentioned & insist on your Shanghai Freight Index. ● The Shanghai freight Index to different ports varies, & you failed to mention as a transshipment port. ● You misrepresentated the Shanghai freight index as generation for all below $1000. But actual is within around $800 - $1700 to $2000 +, excluding shanghai to hongkong. ● You indicate seafreight become airfreight if oil price drop. Do you know it is not economical feasible to ship 20ft cntr from sea to air? ● You insist on 1 Shanghai Freight Index for all, with disregard to multiple ports destination.
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MetalTrader3 Supreme	03-Dec-2014 20:22        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Dear Earlybird14, You use top companies name without knowing fully what had happened. ● You disregarded Alliance & misinterpreted Top 3 shipping no alliance. Which I replied Maersk Line is already in alliance with CMA. ● You failed to capture bunker (oil price) as major expenditure that oil price fall profits shipping operation when I mentioned & insist on your Shanghai Freight Index. ● The Shanghai freight Index to different ports varies, & you failed to mention as a transshipment port. ● You misrepresentated the Shanghai freight index as generation for all below $1000. But actual is within around $800 - $1700 to $2000 +, excluding shanghai to hongkong. ● You indicate seafreight become airfreight if oil price drop. Do you know it is not economical feasible to ship 20ft cntr from sea to air? ● You insist on 1 Shanghai Freight Index for all, with disregard to multiple ports destination.
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earlybird14 Supreme	03-Dec-2014 20:19        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Then, that is great. Continue to contribute your school knowledge. MetalTrader3      ( Date: 03-Dec-2014 20:10) Posted: Yes, your knowledge poor. I am a maritime diploma graduate & Logistics & Supply Chain Degree. My industrial experience cover Airfreight & Seafreight. earlybird14      ( Date: 03-Dec-2014 19:57) Posted: I know what I need to know. Poor? I really don't think so since I have been in this industry since graduate.
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