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polarinda Master	08-Dec-2015 08:40        polarinda About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like opening flat.
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deathztm Senior	08-Dec-2015 08:35        deathztm About Contact  Quote this Post!
x 0   x 0  Alert Admin	anything less than $1.28 is a good investment for 6 mths ah. probably still better than your fixed deposit
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lglg666 Supreme	08-Dec-2015 08:34        lglg666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Even the price will be under very tight control to trade in narrow range in order to save the skin of those highly paid top management in TH. If not then more fireworks from the long-time shareholders regarding the deal. Unless another big-timer 3rd party wants to heat up/cause confusion to the "already done" deal which is highly unlikely. HazardKoh      ( Date: 08-Dec-2015 08:02) Posted: i dun think price will be > $1.30 unless some 3rd party wants to counter bid but i doubt so in this poor market sentiment and lackustre marine sectors I think today price will peak at $1.26 perhaps. Can take profit at this level. Then wait for this story to die down and market to crash (maybe  crash is a good word to use), wait for market to experience some significant drop, then load in cheaper at around $1.20. Then wait a few mths for  the offer to become  100% confirmed (later part of 2016) for a profit of 10 cents aka 8-9% based on purchase price of $1.20.   Qanghoo      ( Date: 08-Dec-2015 07:49) Posted: Thx, brother.  So, may be a good idea (dyodd though) for those holding to dump first if  px can be => 1.30 today n collect back later at lower cost.
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polarinda Master	08-Dec-2015 08:31        polarinda About Contact  Quote this Post!
x 0   x 0  Alert Admin	Short at 130 if the new boss wants to get some.
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mrwise Supreme	08-Dec-2015 08:25        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I said again...$1.30 today
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Qanghoo Supreme	08-Dec-2015 08:13        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Like I said, then it probably end up in some fireworks in Parliament.  Remember, this is a national asset.  DONTBEEVIL      ( Date: 08-Dec-2015 08:07) Posted: Just wonder what would have happened if a third party sobotage and buy up the share in the market and support it at say $1.35? Then nobody except TH would be willing to accept CMA' s offer. NOL cannot be delisted. CMA would be tightened up by NOL being still listed.  Possible??
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DONTBEEVIL Veteran	08-Dec-2015 08:07        DONTBEEVIL About Contact  Quote this Post! Style: Combined   Mood: Yells: "Have Patience and Discipline"
x 0   x 0  Alert Admin	Just wonder what would have happened if a third party sobotage and buy up the share in the market and support it at say $1.35? Then nobody except TH would be willing to accept CMA' s offer. NOL cannot be delisted. CMA would be tightened up by NOL being still listed.  Possible??
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HazardKoh Master	08-Dec-2015 08:02        HazardKoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	i dun think price will be > $1.30 unless some 3rd party wants to counter bid but i doubt so in this poor market sentiment and lackustre marine sectors I think today price will peak at $1.26 perhaps. Can take profit at this level. Then wait for this story to die down and market to crash (maybe  crash is a good word to use), wait for market to experience some significant drop, then load in cheaper at around $1.20. Then wait a few mths for  the offer to become  100% confirmed (later part of 2016) for a profit of 10 cents aka 8-9% based on purchase price of $1.20.   Qanghoo      ( Date: 08-Dec-2015 07:49) Posted: Thx, brother.  So, may be a good idea (dyodd though) for those holding to dump first if  px can be => 1.30 today n collect back later at lower cost.  HazardKoh      ( Date: 08-Dec-2015 07:26) Posted: Quite a few past episode of CONDITIONAL offer indicates the trading price < offer price becos of the remaining uncertainties + time lag like the ones u mentioned. This NOL offer will only become UNconditional in June 2016 , so is not a done deal yet and thus the trading will account for the uncertainties. So I expect trading price to range from 1.15 to 1.26 for the next 6 mths. The most recent one in my mind is GOODPACK. I faintly remembers the F& N episode (offer by a thai consortium?), the trading price was less than offer price and thus there is an opportunity of window if u dun mind getting ur $$$ stuck for half a year to earn about 8-10% profit? So if u are patient enough, wait for  this NOL offer story  to die down, and also wait for market to crash anytime from now till June 2016. Enter at below $1.20 if possible, hold and wait till June 2016. The offer should (i emphasize should, not 100% confirmed, so there is still a small risk) become unconditional. Then u earn $1.30 - $1.20 = 10 cents profit out of $1.20 capital which gives you around 8% for parking ur $$$ for half a year , still better than fixed deposit :) So i would not chase the share now which i expect to open at around $1.25. Chasing the share now at $1.25 leave little meat becos for a 5 cents profit, it translate to 4% profit, not worth to take for the half of year of uncertainties :) Cheers
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Qanghoo Supreme	08-Dec-2015 07:57        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Remember, they' d had had to sell one asset after another n yet continue to bleed.  They had already sold NOL Bldg n APL Logistics n there probably aren' t  any life-saving prescriptions left.  CMA probably figured out that they are in real dire straits (n very likely there weren' t any better offer on the table) n twisted their arms real solid.  Qanghoo      ( Date: 08-Dec-2015 07:45) Posted: In perspective though, I think CPF interest, especially for the special n retirement a/cs (n even ordinary a/c) are pretty attractive.  Yes, they may have used CPF $$$.  But suppose they don' t, they might also get capital at around the same cost.  I believe they' d have evaluated everything exhausively n found that given the circumstances (maybe include facts not for public consumption), hard to get a better deal - ie, if  Maersk don' t come with a more attractive offer, of course.    To me, it' s probably an admission that  NOL are not up to  the fight in this extremely hazardous global shipping environment.  So, rather than continuing to lose our CPF $$$ they are saying better thrown in the tower while there' s still something to salvage.  hapygolucke      ( Date: 08-Dec-2015 00:39) Posted: TH uses our CPF money and give away so easily....
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Qanghoo Supreme	08-Dec-2015 07:49        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thx, brother.  So, may be a good idea (dyodd though) for those holding to dump first if  px can be => 1.30 today n collect back later at lower cost.  HazardKoh      ( Date: 08-Dec-2015 07:26) Posted: Quite a few past episode of CONDITIONAL offer indicates the trading price < offer price becos of the remaining uncertainties + time lag like the ones u mentioned. This NOL offer will only become UNconditional in June 2016 , so is not a done deal yet and thus the trading will account for the uncertainties. So I expect trading price to range from 1.15 to 1.26 for the next 6 mths. The most recent one in my mind is GOODPACK. I faintly remembers the F& N episode (offer by a thai consortium?), the trading price was less than offer price and thus there is an opportunity of window if u dun mind getting ur $$$ stuck for half a year to earn about 8-10% profit? So if u are patient enough, wait for  this NOL offer story  to die down, and also wait for market to crash anytime from now till June 2016. Enter at below $1.20 if possible, hold and wait till June 2016. The offer should (i emphasize should, not 100% confirmed, so there is still a small risk) become unconditional. Then u earn $1.30 - $1.20 = 10 cents profit out of $1.20 capital which gives you around 8% for parking ur $$$ for half a year , still better than fixed deposit :) So i would not chase the share now which i expect to open at around $1.25. Chasing the share now at $1.25 leave little meat becos for a 5 cents profit, it translate to 4% profit, not worth to take for the half of year of uncertainties :) Cheers     Qanghoo      ( Date: 08-Dec-2015 06:13) Posted: Also, recall OCBC-F& N episode (not to mention the final APB-Heineken saga)?  If my memory serves me right,  F& N went down to < $8 when offer px was 8.38, I think?  Anyone can help refresh this one to share with us all?  Thx.
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Qanghoo Supreme	08-Dec-2015 07:45        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	In perspective though, I think CPF interest, especially for the special n retirement a/cs (n even ordinary a/c) are pretty attractive.  Yes, they may have used CPF $$$.  But suppose they don' t, they might also get capital at around the same cost.  I believe they' d have evaluated everything exhausively n found that given the circumstances (maybe include facts not for public consumption), hard to get a better deal - ie, if  Maersk don' t come with a more attractive offer, of course.    To me, it' s probably an admission that  NOL are not up to  the fight in this extremely hazardous global shipping environment.  So, rather than continuing to lose our CPF $$$ they are saying better thrown in the tower while there' s still something to salvage.  hapygolucke      ( Date: 08-Dec-2015 00:39) Posted: TH uses our CPF money and give away so easily.... hapygolucke      ( Date: 08-Dec-2015 00:37) Posted: Maersk will be queuing to collect as much as possible.....cheap sale....they can offer $1.50....I thought Temasek guys are tops......seems like they are not worth their pay whatever they getting now.... Those who bought with CPF few years ago can go to their office and demand back the difference....
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tchoonw Master	08-Dec-2015 07:38        tchoonw About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hopefully today open low low for shorties to cover... HazardKoh      ( Date: 08-Dec-2015 07:30) Posted:   The offer will only become UNconditional in June 2016. So dun expect the share to trade at $1.30. It will trade lesser becos of the uncertainties and the risk I expect it to trade from $1.15 to $1.26 for the next 6 mths. I think if u want to take profit, u shd take early in the morning later. Unless u willing to wait 6 mths for the offer to become unconditional and accept the $1.30 offer. Cheers mrwise      ( Date: 08-Dec-2015 06:44) Posted: $1.30 opening.
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HazardKoh Master	08-Dec-2015 07:30        HazardKoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	The offer will only become UNconditional in June 2016. So dun expect the share to trade at $1.30. It will trade lesser becos of the uncertainties and the risk I expect it to trade from $1.15 to $1.26 for the next 6 mths. I think if u want to take profit, u shd take early in the morning later. Unless u willing to wait 6 mths for the offer to become unconditional and accept the $1.30 offer. Cheers mrwise      ( Date: 08-Dec-2015 06:44) Posted: $1.30 opening.
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HazardKoh Master	08-Dec-2015 07:26        HazardKoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Quite a few past episode of CONDITIONAL offer indicates the trading price < offer price becos of the remaining uncertainties + time lag like the ones u mentioned. This NOL offer will only become UNconditional in June 2016 , so is not a done deal yet and thus the trading will account for the uncertainties. So I expect trading price to range from 1.15 to 1.26 for the next 6 mths. The most recent one in my mind is GOODPACK. I faintly remembers the F& N episode (offer by a thai consortium?), the trading price was less than offer price and thus there is an opportunity of window if u dun mind getting ur $$$ stuck for half a year to earn about 8-10% profit? So if u are patient enough, wait for  this NOL offer story  to die down, and also wait for market to crash anytime from now till June 2016. Enter at below $1.20 if possible, hold and wait till June 2016. The offer should (i emphasize should, not 100% confirmed, so there is still a small risk) become unconditional. Then u earn $1.30 - $1.20 = 10 cents profit out of $1.20 capital which gives you around 8% for parking ur $$$ for half a year , still better than fixed deposit :) So i would not chase the share now which i expect to open at around $1.25. Chasing the share now at $1.25 leave little meat becos for a 5 cents profit, it translate to 4% profit, not worth to take for the half of year of uncertainties :) Cheers     Qanghoo      ( Date: 08-Dec-2015 06:13) Posted: Also, recall OCBC-F& N episode (not to mention the final APB-Heineken saga)?  If my memory serves me right,  F& N went down to < $8 when offer px was 8.38, I think?  Anyone can help refresh this one to share with us all?  Thx.  HazardKoh      ( Date: 07-Dec-2015 23:27) Posted: The share price will not hit 1.30 becos this is a conditional offer and it takes up to half a year (june 2016) to become conditional. U can refer to Goodpack as a reference. Maybe will trade in the range 1.15-1.27 for the coming 6 mths. Until the offer becomes unconditional in june 2016, then share price will trade 1.29-1.30. Cheers.
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lglg666 Supreme	08-Dec-2015 07:14        lglg666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If have such price then I'll throw all that I've. Frankly think we are getting the short end of the deal. mrwise      ( Date: 08-Dec-2015 06:44) Posted: $1.30 opening.
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mrwise Supreme	08-Dec-2015 06:44        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	$1.30 opening.
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Qanghoo Supreme	08-Dec-2015 06:13        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Also, recall OCBC-F& N episode (not to mention the final APB-Heineken saga)?  If my memory serves me right,  F& N went down to < $8 when offer px was 8.38, I think?  Anyone can help refresh this one to share with us all?  Thx.  HazardKoh      ( Date: 07-Dec-2015 23:27) Posted: The share price will not hit 1.30 becos this is a conditional offer and it takes up to half a year (june 2016) to become conditional. U can refer to Goodpack as a reference. Maybe will trade in the range 1.15-1.27 for the coming 6 mths. Until the offer becomes unconditional in june 2016, then share price will trade 1.29-1.30. Cheers. sgng123      ( Date: 07-Dec-2015 23:09) Posted: Actually the NOL offer bid is a indicator of more selling to come for STI, NOL had been a accurate predictor of singapore growth for years and when it go sold below it book value tell us something is not  looking good. Maybe a few months later u would be glad NOL got sold for 1.30 when regional stock market sinks to historically lows. Just mine thought no offence on those who still holding other STI stocks. IF STI really go into bear market then NOL valuation might look decent since everything valuation gone down a lot in bear market. The idea is would u be brave enough to pick up fundamental good stocks using NOL money to recoup losses later when market rebound. No time crying over split milk as CMA offer already seal NOL fate as it is a exclusive bid and it is binding for both CMA and NOL. Sell open tomorrow if price is 1.30 and    save urself sleepless night and move on wait for STI correction.
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mrbean249 Senior	08-Dec-2015 01:15        mrbean249 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Apparently 70% of Sinkies agree with temasek' s strategy of buy high sell low. Remember to vote wisely next time
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sgng123 Supreme	08-Dec-2015 01:14        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	this week STI might test the resistance level at 2800 due to imminent US rate hike plus slow global growth, prepare ur self for next round of value picking.
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sgng123 Supreme	08-Dec-2015 01:12        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	guys forget abt getting higher bid, th did cpf investors in and use cpf money for ns. high chance tomorrow they would try to maintain NOL at 1.30 though there might be a dip but it would slowly climb back to 1.30 once contra players are clear and noone wanna buy any more. Now for those who made money, unload and enjoy the money for ur christma dinner or whatever. And basically can drop NOL from ur trade stock, it no longer serve the purpose of trading, last big trade temasek did in all the long time investors. Now better to reserve all ur ammo for next round of correction to 2600 range.
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