| Latest Forum Topics / Neptune Orient L Rg |
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NOL
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sgng123
Supreme |
21-Jul-2015 13:17
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Before APLL divestment in Feb, NOL had split up it asset holded by APL liner and APL logistic, 2 separate companies. This made it easier to sell away the asset since the debt is hold by the parent company NOL. With this in view, and checking NOL financial balance sheet u would find APL asset value is well worth over US$5.5B, that comprise of 34 new ships, 1.1 mil container boxes, 8 port terminals, liner train, service yard etc. The debt for buying the new ships asset is hold by the parent company NOL which is about US$5B.  This meant buyer for APL could either buy off the subsidary APL from NOL without the debt incurred or straight going for the parent company with debt incured. Post APLL divestment NOL parent company debt to cash ratio would be halve from 2.25X to 1.0X in effect the total cash reserve hold would be enough to cover all the debt outstanding. Left or Right no matter which way u look, Temasek cannot sell NOL cheaply like what reported in media. Lot of potential for maximum reward if u can hold out till the deal is done. i give it 3-6 months with reference from APLL divestment time frame. IT just lot of rumors flying around for now since temasek put NOL on open market sale due to low price bid by G6 members. Maersk, CMA, Cosco etc all those big players who need to expand their market diversification would be in limelight. By the way NOL lose money is not fault of the company, it the scholar ceo who cannot perform. He should be the one to go first and not issue some shit in sunday covering his own ass. Even temasek is giving up on him lol , that is what scholar thing in singapore need to go away. |
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niteowl68
Elite |
21-Jul-2015 10:24
Yells: "God Bleess You" |
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Correction to 0.92c now after excitement fizzled out ..when no emminent sale is reported. Investors need a longer term mindset and advised to use CPF to pick up nearer the low of 0.875 and then sit it out till any deal can materialised. Next Monday will be due date for many who chased the stock to 0.965 yesterday and contra losses will be due! |
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KAMAL0883
Supreme |
21-Jul-2015 09:09
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蜀 中 无 大 将 ......  
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KAMAL0883
Supreme |
21-Jul-2015 08:58
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thanks for your view
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risktaker
Supreme |
21-Jul-2015 08:51
Yells: "Posts are opinions. Do not take it as investment advise " |
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My view only:
the recent trans pacific pact which is signed is a big thing for singapore. go read yesterday night i have studied NOL. below are few things likely to favour NOL. 1) low oil price likely to persist. running cost will be lower. 2) 60% of the world goods and services are transported by means of sea. With singapore location we are ideal center to distribute goods around the globe. this is something that cannot be replace in 10 to 20 years. especially when trans pacific pact is signed 3) group has been focusing on returning to profit. they sizing down their fleets. 4) major shareholder wish to sell it stake and i believe their min price will be 1.10 and price maybe even higher when their coming FY report return to profit. i think... the worst is over for NOL and price maybe good to buy on weakness around 85 to 90 cents my personal target is 1.30 good luck....
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MetalTrader3
Supreme |
21-Jul-2015 06:44
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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将 在 ,兵 在 。
将 亡 ,兵 亡 。 身 为 蜀 国 (军 师 ), 一 心 成 就 蜀 业 。 General survive, Pawns survive. General die, Pawns die. As Shu Country Military Commander, Wholeheartedly to fulfill Shu Destiny. Poem composed by Zhuge Liang 诸 葛 亮 (MetalTrader) |
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SSS111
Veteran |
21-Jul-2015 06:20
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I AM SURE JAPS PUT IN GOOD BID,,,,,,,,,,,,, CAN  THEY DEFEAT THE HAPAG EUROPEAN BID ???????
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SSS111
Veteran |
21-Jul-2015 06:15
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UNTIL NOW NOL STILL SECRETIVE................DEAL COULD BE DONE ANYTIME,,,,,, |
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MetalTrader3
Supreme |
21-Jul-2015 05:09
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Red Cliff Re-enacted: 28 Jun @ $0.82-  Though        ZhuGe Liang  decided not abandon its citizens at $1.19 when he had a chance, NOL currently stands at $0.82.  ZhuGe Liang is waiting for        天 时 , 地 利 , 人 和 。 ( Heaven Time, Ground Benefit & Human Peace).  This battle is a great significant Red Cliff Battle, it needs much cooperation from Zhou Yu (NOL Management) & Sun Quan (Tamasek). 3 Jul (Fri)-  NOL closed @          $ 0.865.                  A lot of people questioned if Zhuge Liang come at good times? But Zhuge Liang comes even at $0.820 & in Greece Situation, claimed boldly in        ALL SITUATIONS from 2014 till now!        Zhuge Liang Prediction even stands in Greece Situation! For the Sleeping Dragon lies in 8 lairs, looking in 8 directions. 6 Jul (Mon)- NOL closed @          0.895.                Zhuge Liang, is like the Dragon in the sky!                7 Jul (Tue)- NOL closed @          $0.93      8 Jul (Wed)- NOL closed @          $0.925 (Withstanded Greece Situation-    leading to  Buysellbuysell Disgrace to public, as his estimate while looking at the stock market moving is a big deviation) 9 Jul (Thur)- NOL closed @    $0.905   (Withstanding Greece Situation) 14 Jul (Tue)-      NOL closed @      $0.875 I stated In    Shipping Stocks - I believe that NOL had great potential on many points, however i will not be stating all the points out. Unless Zhou Yu (NOL Management) & Sun Quan (Tamasek) do not assist Zhuge Liang (MetalTrader), otherwise Zhuge Liang will succeed in defeating CaoCao in Battle of Red Cliff with Fire Strategy.  In 2015- Zhou Yu had taken the Lower Strategy of selling APL by $, but not in issuance of share (Upper Strategy as advised in 2014). However, in 2015 Fire Strategy was advised. NOL remains in stable position, with its path to be determined by a few. 16Jul (Thur)-      NOL closed @      $0.875 17 Jul (Fri) - PH Same Day(News Annoucement):    Possibility of NOL Sales    was also    Celestial Meeting (Moon, Venus & Jupiter) News  which symbolize    [天 时 Heaven Time -    Zhou Yu (NOL Management) & Sun Quan (Tamasek) & ZhuGe Liang (MetalTrader) ] As Zhou Yu, Sun Quan & ZhuGe Liang is aligned by Heaven Time- Victory is certain! The Moon, Venus and Jupiter to gather in celestial meeting tomorrow http://www.straitstimes.com/singapore/the-moon-venus-and-jupiter-to-gather-in-celestial-meeting-tomorrow Temasek Puts Neptune Orient Lines Up for Sale http://www.wsj.com/articles/temasek-puts-neptune-orient-lines-up-for-sale-1437038311 Temasek Holdings selling NOL: Report http://www.straitstimes.com/business/companies-markets/temasek-holdings-selling-nol-report 21Jul (Mon)-  NOL closed @  $0.94   |
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sgng123
Supreme |
20-Jul-2015 23:35
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In the end Japanese would buy out NOL as they need to maintain supply lines to their US alliance. If u check out APL trade line, a few lane is delicated to carry US miltary logistic suppy from Asia to middle east and transpacifc naval base in japan, taiwan and hawaii. The commercial activites is just a cover for military actitvies for the US and alliance. Singapore before play a role in this alliance but soon cannot tahan the high cost of maintaining it and baton gona passed over to the next US alliance parner that is japan since they got the finacial muscle and ease of credit to take over. The Big Question is how much NOL would be sold off, too low a price would revoke public outrage and too high buyer would shy away. So middle ground had to be seek, that why the prospective buys and temasek cannot agreed on price due to too much hidden non core asset on the APL side. IF temasek get a good deal , that can be the sudden death for lot of traders using margin trading on borrowed shares. Time for reckoning approaching. Tomorrow gona be interesting either the volume die down or it get even more hot pushing ship northward due to short covering.
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SSS111
Veteran |
20-Jul-2015 21:40
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RUMOURS FLYING EVERYWHERE OF NOL SALE BY TEMASEK.................. BANKERS FLYING EVERYWHERE TO SEAL THE DEAL.............. COULD BE VERY SOON................ YAHOO TODAY FORUMERS HOPE NOL LOSS WILL NOT BECOME BIG ISSUE IN ELECTION LAH............ SO I THINK BIG NEED TO SEAL THE DEALS FAST..................
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SSS111
Veteran |
20-Jul-2015 21:35
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VOL IS HEAVY TODAY.................. STILL MANY SHORTS YET TO COVER........................ TIME RUNNING OUT................
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sgng123
Supreme |
20-Jul-2015 20:24
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Rumour flying around and NOL reply to SGX on sunday just further confirmed that NOL is up for sale lol. Share shoot up 10% on opening then slow down to 8% but still sizeable gain. There would be more upside than downside as temasek and nol did not outright deny the report. So it another repeat case of APLL sale. Media reported temasek plan to sell away it stake in NOL for US$1.7B which most likely is the minimum base as in the case of APLL $600M reported. HIgh chance the actual figure might be higher than what is being reported. Cross ur finger and wait for more news coming , by the way difficult to trade as it is a short covering trade not much buying as NOL cannot hold on the intial 10% surge so don go in and get killed in action. Let see tomorrow if the short covering momentum continued.. then we planned our move gonna be very careful now since anything big can happen anytime. |
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Moneyhunter
Member |
20-Jul-2015 09:38
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快 去 吃 药 , 你 的 精 神 病 又 发 作 了 。
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KAMAL0883
Supreme |
20-Jul-2015 09:24
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Bro, dun waste time on " Rice Pail " lah .....
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buysellbuysell
Master |
20-Jul-2015 08:26
Yells: "someone please sell down low so that others can buy low" |
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sgng123
Supreme |
20-Jul-2015 03:42
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another new player who don hold NOL or do any homework, NAV = US$0.66 , ~S$0.90 pre APLL divestment. Post APLL divestment in 2Q15 31 Jul 2015, the new NAV = US$1.01 or S$1.35 - 1.40 depending on US exchange rate. Actually no investors would gonna sell his holding after this sale news leaked out, all just holding till the final call. Volume would be weak and shortist who can cover would be covering in the next few weeks. Difficult to do trade anyway with low volume, gona enjoy the show and see how the shortist dies.
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MetalTrader3
Supreme |
20-Jul-2015 02:50
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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天 机 不 可 泄 漏 (Heaven Will Cannot Be Revealed)! |
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MetalTrader3
Supreme |
20-Jul-2015 02:46
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Red Cliff Re-enacted: 28 Jun @ $0.82-  Though      ZhuGe Liang  decided not abandon its citizens at $1.19 when he had a chance, NOL currently stands at $0.82.  ZhuGe Liang is waiting for      天 时 , 地 利 , 人 和 。 ( Heaven Time, Ground Benefit & Human Peace).  This battle is a great significant Red Cliff Battle, it needs much cooperation from Zhou Yu (NOL Management) & Sun Quan (Tamasek). 3 Jul (Fri)-  NOL closed @        $ 0.865.                A lot of people questioned if Zhuge Liang come at good times? But Zhuge Liang comes even at $0.820 & in Greece Situation, claimed boldly in      ALL SITUATIONS from 2014 till now!      Zhuge Liang Prediction even stands in Greece Situation! For the Sleeping Dragon lies in 8 lairs, looking in 8 directions. 6 Jul (Mon)- NOL closed @        0.895.              Zhuge Liang, is like the Dragon in the sky!              7 Jul (Tue)- NOL closed @        $0.93    8 Jul (Wed)- NOL closed @        $0.925 (Withstanded Greece Situation-  leading to  Buysellbuysell Disgrace to public, as his estimate while looking at the stock market moving is a big deviation) 9 Jul (Thur)- NOL closed @  $0.905   (Withstanding Greece Situation) 14 Jul (Tue)-    NOL closed @    $0.875 I stated In  Shipping Stocks - I believe that NOL had great potential on many points, however i will not be stating all the points out. Unless Zhou Yu (NOL Management) & Sun Quan (Tamasek) do not assist Zhuge Liang (MetalTrader), otherwise Zhuge Liang will succeed in defeating CaoCao in Battle of Red Cliff with Fire Strategy.  In 2015- Zhou Yu had taken the Lower Strategy of selling APL by $, but not in issuance of share (Upper Strategy as advised in 2014). However, in 2015 Fire Strategy was advised. NOL remains in stable position, with its path to be determined by a few. 16Jul (Thur)-    NOL closed @    $0.875 17 Jul (Fri) - PH Same Day(News Annoucement):  Possibility of NOL Sales  was also  Celestial Meeting (Moon, Venus & Jupiter) News  which symbolize  [天 时 Heaven Time -  Zhou Yu (NOL Management) & Sun Quan (Tamasek) & ZhuGe Liang (MetalTrader) ] As Zhou Yu, Sun Quan & ZhuGe Liang is aligned by Heaven Time- Victory is certain! The Moon, Venus and Jupiter to gather in celestial meeting tomorrow http://www.straitstimes.com/singapore/the-moon-venus-and-jupiter-to-gather-in-celestial-meeting-tomorrow Temasek Puts Neptune Orient Lines Up for Sale http://www.wsj.com/articles/temasek-puts-neptune-orient-lines-up-for-sale-1437038311 Temasek Holdings selling NOL: Report http://www.straitstimes.com/business/companies-markets/temasek-holdings-selling-nol-report |
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MetalTrader3
Supreme |
20-Jul-2015 02:26
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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On 17 July- Possibility of Sun Quan (Tamasek) selling NOL News appeared!
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