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earlybird14 Supreme	17-Feb-2015 15:31        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Based on NOL presentation, they always split 2 parts which are APL lines and APL logistics. After selling APL Logistics, NOL shall has less linked with US local content. Just transfer APL to NOL headquarter fully and change the president to a more capable asian or european who really know how to manage container shipping. American basically got no ideal how to manage container shipping company properly. The board of US content shall be out. I believe this is the core problem of NOL fail to deliver cost effective and efficiently. KAMAL0883      ( Date: 17-Feb-2015 15:23) Posted: if not privatetise then must change the boss ..... i propose Mr Li Xian Yang
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KAMAL0883 Supreme	17-Feb-2015 15:27        KAMAL0883 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Sorry is Mr Lee not Mr Li Mr Lee Xian Yang is the best candidate to head NOL He' s capable of turning desert into goldmine
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KAMAL0883 Supreme	17-Feb-2015 15:23        KAMAL0883 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	if not privatetise then must change the boss ..... i propose Mr Li Xian Yang
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shadow Veteran	17-Feb-2015 15:06        shadow About Contact  Quote this Post!
x 0   x 0  Alert Admin	think is a desperate moves... if NOL cannot show +ve profit, confirm going to sgx watchlist. so likely NOL next quater result will show +ve with APL one-off gain built in... Think again after selling NOL building, APL unit.... NOL left with nothing but a continuous loss-making liner only... This is pathethic and how long can NOL liner keeps running its cash burn... The best is NOL after selling APL... then privatise it, return all shareholders $$ !! Like what some suggested... likely NOL will push up prices and then Right issue again ...     earlybird14      ( Date: 17-Feb-2015 14:57) Posted: NOL management finally do 1 thing right. Sell APL above estimation. granto      ( Date: 17-Feb-2015 14:47) Posted: NOL trading halt as news surfaces of logistics unit sale:  http://www.seashipnews.com/News/NOL-trading-halt-as-news-surfaces-of-logistics-unit-sale/3w3c3251.html
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earlybird14 Supreme	17-Feb-2015 14:57        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	NOL management finally do 1 thing right. Sell APL above estimation. granto      ( Date: 17-Feb-2015 14:47) Posted: NOL trading halt as news surfaces of logistics unit sale:  http://www.seashipnews.com/News/NOL-trading-halt-as-news-surfaces-of-logistics-unit-sale/3w3c3251.html
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granto Master	17-Feb-2015 14:47        granto About Contact  Quote this Post!
x 0   x 0  Alert Admin	NOL trading halt as news surfaces of logistics unit sale:  http://www.seashipnews.com/News/NOL-trading-halt-as-news-surfaces-of-logistics-unit-sale/3w3c3251.html
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earlybird14 Supreme	17-Feb-2015 14:31        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	NOL shall just take the chance to issue 1 to 1 right with 20% discount. Like that they can have 1.2billion plus 2Billion to compete in the market. No point selling 1 by 1 and lose the money year over year due to her debt load. Just raise the money to  pay off the debt and make it to be a healthier firm.
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earlybird14 Supreme	17-Feb-2015 14:27        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	No bad 1.2billion, very good price. But why halt if news already out, so funny.   Heero78      ( Date: 17-Feb-2015 14:25) Posted: sorry..it was $1.2billion...the news is here www.reuters.com/article/2015/02/17/us-apl-m-a-kintetsu-idUSKBN0LL09N20150217 u know what is funny? Kintetsu World Express shares were down 6 percent. Heero78      ( Date: 17-Feb-2015 14:23) Posted: $900m?? walao...i tot valued at most $1b? lelong sale?
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Heero78 Veteran	17-Feb-2015 14:25        Heero78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	sorry..it was $1.2billion...the news is here www.reuters.com/article/2015/02/17/us-apl-m-a-kintetsu-idUSKBN0LL09N20150217 u know what is funny? Kintetsu World Express shares were down 6 percent. Heero78      ( Date: 17-Feb-2015 14:23) Posted: $900m?? walao...i tot valued at most $1b? lelong sale? halleluyah      ( Date: 17-Feb-2015 14:19) Posted: news out liao....heard frm my broker tat japanese coy bot APL fr close to 900m
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earlybird14 Supreme	17-Feb-2015 14:25        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	What? I thought they shortlisted 2 US and 1 Korean Firm, now coming another unknow japanese firm. Like that the offer price must be dam jialat.   halleluyah      ( Date: 17-Feb-2015 14:22) Posted: so tis is the opportunity fr those gt stuck wan to clear/ cut loss or take profit....if nt no more chance unless privatetise next....   halleluyah      ( Date: 17-Feb-2015 14:19) Posted: news out liao....heard frm my broker tat japanese coy bot APL fr close to 900m
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Heero78 Veteran	17-Feb-2015 14:23        Heero78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	$900m?? walao...i tot valued at most $1b? lelong sale? halleluyah      ( Date: 17-Feb-2015 14:19) Posted: news out liao....heard frm my broker tat japanese coy bot APL fr close to 900m
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halleluyah Supreme	17-Feb-2015 14:22        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	so tis is the opportunity fr those gt stuck wan to clear/ cut loss or take profit....if nt no more chance unless privatetise next....   halleluyah      ( Date: 17-Feb-2015 14:19) Posted: news out liao....heard frm my broker tat japanese coy bot APL fr close to 900m
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halleluyah Supreme	17-Feb-2015 14:19        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	news out liao....heard frm my broker tat japanese coy bot APL fr close to 900m
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earlybird14 Supreme	17-Feb-2015 14:08        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	THis is what i think too bro. now is perfect timing to issue right. optimistic on low bunker fuel, NOL at around 1 dollar,  APL logistic sales enrich the cash plus Temasek support, may be can give market positive sentiment to subscribe the right. Price surely will drop but the price will be supported after right exercise is completed. After the right issue, it will give 2nd chance for NOL to sail continually. If NOL continue to drag like this with high debt level, they will burst in 1 day. Heero78      ( Date: 17-Feb-2015 14:04) Posted: I think that NOl will do this. 1st - sell APL Logistic to get extra cash to beef up its cash/debt condition. Give investor confidence that it is doing something 2nd - Then bang! Issues right with 30% discount when confidence and price are high. Temasek will come out and support all the way earlybird14      ( Date: 17-Feb-2015 13:54) Posted: Yes, it did. You can refer to China fishery They have to halt it because after the submission, news will be leak. Anyway, just guessing. NOL pump up fast in last month, just give me a feeling that pump and issue right.
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Heero78 Veteran	17-Feb-2015 14:04        Heero78 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think that NOl will do this. 1st - sell APL Logistic to get extra cash to beef up its cash/debt condition. Give investor confidence that it is doing something 2nd - Then bang! Issues right with 30% discount when confidence and price are high. Temasek will come out and support all the way earlybird14      ( Date: 17-Feb-2015 13:54) Posted: Yes, it did. You can refer to China fishery They have to halt it because after the submission, news will be leak. Anyway, just guessing. NOL pump up fast in last month, just give me a feeling that pump and issue right.   CalvinChia888      ( Date: 17-Feb-2015 13:50) Posted: rights issue dont halt during trading time one.
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earlybird14 Supreme	17-Feb-2015 14:00        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Alibaba buy out absolutely is a wild ideal and is impossible. Either right issue or merge or Temasek Privatise or APL Logistis sales, 4 possibility only. CalvinChia888      ( Date: 17-Feb-2015 13:57) Posted: i still think my analysis makes more sense than rights issue.  what e commerce needs most is logistics set up  CalvinChia888      ( Date: 17-Feb-2015 13:53) Posted: my wild guess is : maybe APL Logistics sold to Alibaba  I have been trying to figure out Alibaba moves after it got listed....cos it will fine tune its global set up and when news says big T sold part of its stake in Alibaba last year, i think....i know why
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shadow Veteran	17-Feb-2015 13:59        shadow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Read Biosensor new CEO history.. " wu leow - get substance" type ...  likely not those like you said xxxxxx ceos only " lai ah, leem ah, wu ge liu ah, liu ge liu ah...." mostly generous in those ' mickey mouse' niteclubs like reward this singer flowers la, tiarra la.... DYDD read up about him.. i think he can make a turnaround for this Biosensor company.   shadow      ( Date: 17-Feb-2015 13:48) Posted: New CEO Bensensor is  Jose Calle Gordo |  Executive Director  and  Chief Executive Officer. Mr Jose Calle Gordo joined  Biosensors  on 1 September 2014 as the  Chief Executive Officer Ex CEO Jack Wang .. sorry not Jack Ma- removed shadow      ( Date: 17-Feb-2015 13:45) Posted: Recently Biosensor changed their CEO to  Ang Mo  .. after 3 months result looks like improving for last quarter. . Previously management teams and ex-CEO Jack Ma were " removed"
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CalvinChia888 Master	17-Feb-2015 13:57        CalvinChia888 About Contact  Quote this Post!   Yells: "Pay It Forward Analyze The Analysts"
x 0   x 0  Alert Admin	i still think my analysis makes more sense than rights issue.  what e commerce needs most is logistics set up  CalvinChia888      ( Date: 17-Feb-2015 13:53) Posted: my wild guess is : maybe APL Logistics sold to Alibaba  I have been trying to figure out Alibaba moves after it got listed....cos it will fine tune its global set up and when news says big T sold part of its stake in Alibaba last year, i think....i know why
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earlybird14 Supreme	17-Feb-2015 13:56        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	NOL had shortlisted 3 potential buyers, Alibaba not even submit the bid. There are plenty logistic companies in the world and Alibaba business is more on china and asia countries, APL logistic will not be in their top list of acquisition. CalvinChia888      ( Date: 17-Feb-2015 13:53) Posted: my wild guess is : maybe APL Logistics sold to Alibaba  I have been trying to figure out Alibaba moves after it got listed....cos it will fine tune its global set up and when news says big T sold part of its stake in Alibaba last year, i think....i know why
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earlybird14 Supreme	17-Feb-2015 13:54        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Yes, it did. You can refer to China fishery They have to halt it because after the submission, news will be leak. Anyway, just guessing. NOL pump up fast in last month, just give me a feeling that pump and issue right.   CalvinChia888      ( Date: 17-Feb-2015 13:50) Posted: rights issue dont halt during trading time one. earlybird14      ( Date: 17-Feb-2015 13:49) Posted: NOL sold headquarter without trading halt. NOL changed CEO without trading halt. So, I bet right issue, recently pump up without reason, DBS support the price, result is out. What is next? ISSUE RIGHT!!!!! same as Pacific andes and China fishery. another possibility, merge with hapag llyods or MOL.
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