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sgng123 Supreme	06-Dec-2015 17:41        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	there is a pattern in NOL as always, before a divestment deal is out lot of news pop to talk down on it then when result pop it STUNs everyone. NOL had done it 2X, now the last time it would WOW everyone lol. By the way europe is on money printing spree so getting credit is easy and interest remain low low for years, so chance for NOL sale is higher but it might take a bit longer due to concern on PSA bitching of cargo divertion.
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lglg666 Supreme	06-Dec-2015 17:40        lglg666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	One more day then it's D-day for NOL shareholder and Ah Kong. Whatever argument here won't make a different to change the outcome since it's beyond most of us to really to influence the result. Why just chill and let's hope for the sgng123      ( Date: 06-Dec-2015 17:10) Posted: BT, strait time, chinese paper, international website all pointing to a US$5B deal,  3 big international banks to provide financial supports to CMA, all this pointed to a big deal. Hold tight and strong, NOL ( No One Lose) Huat.
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hapygolucke Master	06-Dec-2015 17:35        hapygolucke About Contact  Quote this Post!
x 0   x 0  Alert Admin	birdie birdie....your call to sell at $1.225....rite...double confirm...not vested and so many postings....price increase hah...1 post .80s... talk all nonsence also no use lah.....which law say NOL need to be privatise if CMA  buy 67%..... GO can proceed but will the rest of 33% take up.....with a big ah kong like CMA that don' t need public listing....you think money is a problem....if 11% don' t sell to CMA...NOL is still SGX listed.... Section 215 of the Companies Act governs the compulsory acquisition of the shares of minority shareholders once an offerer has acquired 90 percent of the target&rsquo s shares through a take-over offer (excluding the shares held by the offerer). You know how  many years  Wee Cho Yaw go after UIC and Singland...how many GO he has offered.... Other NOL shareholders do not need to sell if offer below MAV....even at 1.5 NAV also don' t sell... earlybird14      ( Date: 06-Dec-2015 16:35) Posted: ? Cma is a non listed company, for them to take over nol, they have to privatise nol, so they have to satisfy 2 parties, creditors(bond holders) and equity holders(shareholders). Bond holders has no choice, once nol want to redempt the bonds or notes earlier, this is where 3billion will go Equity holders has choice to decide what price to sell to cma. However, due to temasek hold 67%, so long as cma can satisfy temasek and buy over their share, and just offer the same price to retailers, once reach minimum shares of delisting requirement, cma can delist nol from sgx and settle with the rest of stubborn retailers in long run. So th want to sell, is not up to you to decide what price you want. Nol only left 240mio, this cash can't even last for 2 quarter loss which nol confirm will make loss in coming quarters, temasek is fire sell nol, otherwise, nol will move to right issue soon. Jialat, don't wrongly evaluate the situation loh. 1.225, very good price already. Can sell just sell. Bigbull888      ( Date: 06-Dec-2015 13:34) Posted: Just for info 3.18b is market cap, 67% is 2.142
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sgng123 Supreme	06-Dec-2015 17:10        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	BT, strait time, chinese paper, international website all pointing to a US$5B deal,  3 big international banks to provide financial supports to CMA, all this pointed to a big deal. Hold tight and strong, NOL ( No One Lose) Huat.
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sgng123 Supreme	06-Dec-2015 17:04        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	ur understanding of nol is all from ur fail investment choice of china companies, never read up research paper and do proper investment research. Go by fundamental balance sheet understanding and not some imaginery fact and facto. Everything go by the balance sheet data released by NOL in 3Q, unless u got insider info then it all ur bullshit in fear spreading. Anyway CMA bid look like it is 60% debt valuation and 40% share capitalisation, whole deal is appro US$5B. The final offer price might vary a bit due to adjustment in debt valuation with respect to cash. The composition of offer price is quite different from most M& A where it is mostly only focus on the NAV then follow by a premium. This one is a weird one most likely due to hidden value from non core asset and since u cannot give a realistic mark to market valaution, gona used a more easy to value way. Cannot smoke everyone by coming with a mark to market valuation out of the air, everything had to go by the book. Well debt + share capitalisation look like the  closest  to mark to market value  of NOL, just gona wait and see final bid first. Don need to bother about EB, he sour grape and he like t odo his fear spread. earlybird14      ( Date: 06-Dec-2015 16:17) Posted: This is a terrible balance sheet understanding. I thought you are nol expert? Hehehe... sgng123      ( Date: 06-Dec-2015 13:40) Posted: guys all really need to do some more homework on NOL balance sheet. From latest 3Q result, NOL total debt = US$2.9B, total cash  = US$2.6B this give u a healthy debt to ration of 1.06X meaning it got enough cash to cover all debt incurs. Some might had bad exp woth M& A deal due to companies faking account and stuff like resulting in huge discount given  but we are dealing with NOL which is top in transparency in commerce industry and the chance of them inflating or creative accounting is very low, chance of NOL understating their balance sheet is higher than inflating it. In short final bid offer might be somewhere closer to the US$5B reported numerious time in international news website. Don need to worry too much about NOL, their account is very clean and they are the kiasi kiasu singaporean accounting style, can only report less but not more.
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Bigbull888 Senior	06-Dec-2015 16:37        Bigbull888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let' s pray for halt and see what price. Then we know who is right and who is wrong. Ok?
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earlybird14 Supreme	06-Dec-2015 16:35        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	? Cma is a non listed company, for them to take over nol, they have to privatise nol, so they have to satisfy 2 parties, creditors(bond holders) and equity holders(shareholders). Bond holders has no choice, once nol want to redempt the bonds or notes earlier, this is where 3billion will go Equity holders has choice to decide what price to sell to cma. However, due to temasek hold 67%, so long as cma can satisfy temasek and buy over their share, and just offer the same price to retailers, once reach minimum shares of delisting requirement, cma can delist nol from sgx and settle with the rest of stubborn retailers in long run. So th want to sell, is not up to you to decide what price you want. Nol only left 240mio, this cash can't even last for 2 quarter loss which nol confirm will make loss in coming quarters, temasek is fire sell nol, otherwise, nol will move to right issue soon. Jialat, don't wrongly evaluate the situation loh. 1.225, very good price already. Can sell just sell. Bigbull888      ( Date: 06-Dec-2015 13:34) Posted: Just for info 3.18b is market cap, 67% is 2.142b earlybird14      ( Date: 06-Dec-2015 12:25) Posted: Haha. I know, market cap with 1.225 is 3.18bil sgd or 2.2bil usd, nol debt for bond holders are 3bil usd as well. Hahaha, don't make me laugh leh, you place bet without knowing clear about nol but keep promoting with wrong figure. Sibeh jialat lo
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famouspinky Supreme	06-Dec-2015 16:33        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Paying of loans with cash on hand is not right as it's going concern. earlybird14      ( Date: 06-Dec-2015 16:17) Posted: This is a terrible balance sheet understanding. I thought you are nol expert? Hehehe... sgng123      ( Date: 06-Dec-2015 13:40) Posted: guys all really need to do some more homework on NOL balance sheet. From latest 3Q result, NOL total debt = US$2.9B, total cash  = US$2.6B this give u a healthy debt to ration of 1.06X meaning it got enough cash to cover all debt incurs. Some might had bad exp woth M& A deal due to companies faking account and stuff like resulting in huge discount given  but we are dealing with NOL which is top in transparency in commerce industry and the chance of them inflating or creative accounting is very low, chance of NOL understating their balance sheet is higher than inflating it. In short final bid offer might be somewhere closer to the US$5B reported numerious time in international news website. Don need to worry too much about NOL, their account is very clean and they are the kiasi kiasu singaporean accounting style, can only report less but not more.
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edwinjup Supreme	06-Dec-2015 16:23        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Think should halt tomorrow..... .
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earlybird14 Supreme	06-Dec-2015 16:17        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	This is a terrible balance sheet understanding. I thought you are nol expert? Hehehe... sgng123      ( Date: 06-Dec-2015 13:40) Posted: guys all really need to do some more homework on NOL balance sheet. From latest 3Q result, NOL total debt = US$2.9B, total cash  = US$2.6B this give u a healthy debt to ration of 1.06X meaning it got enough cash to cover all debt incurs. Some might had bad exp woth M& A deal due to companies faking account and stuff like resulting in huge discount given  but we are dealing with NOL which is top in transparency in commerce industry and the chance of them inflating or creative accounting is very low, chance of NOL understating their balance sheet is higher than inflating it. In short final bid offer might be somewhere closer to the US$5B reported numerious time in international news website. Don need to worry too much about NOL, their account is very clean and they are the kiasi kiasu singaporean accounting style, can only report less but not more.
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hapygolucke Master	06-Dec-2015 15:11        hapygolucke About Contact  Quote this Post!
x 0   x 0  Alert Admin	rite on man....MARKET VALUE OF ASSETS.....that' s the key words that everyone here have missed.... NOL is assets heavy and SG tax law has a word call " depreciation" ......Present NOL NAV derived from depreciated assets which most have many more years to last....guess what' s the MAV of NOL.... Omg it' s 5am here.... AndyLoss      ( Date: 06-Dec-2015 14:39) Posted: The share price is solely dependent on the Market Value of Assets. Total Assets - Total Liabilities = Market Value Many a times, When 2 companies merges, they might get advantage like monopoly or majority market share where they can control price of market. Such power to the new company will add value to the company as whole and that must be factored in share price of the company.  We often refer it as Synergy produced due to merger of 2 companies and adds value to the Goodwill in Balance sheet. Hence, the new share price can be derived by Market Value of All Assets less Laibilities of the new company Plus any synergy if any. and Generally, the price on stock exchange on the day after merger generally reflect such effect of merger. pseudo      ( Date: 06-Dec-2015 14:15) Posted: Cash & equiv 248mil..
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AndyLoss Master	06-Dec-2015 14:39        AndyLoss About Contact  Quote this Post!
x 0   x 0  Alert Admin	The share price is solely dependent on the Market Value of Assets. Total Assets - Total Liabilities = Market Value Many a times, When 2 companies merges, they might get advantage like monopoly or majority market share where they can control price of market. Such power to the new company will add value to the company as whole and that must be factored in share price of the company.  We often refer it as Synergy produced due to merger of 2 companies and adds value to the Goodwill in Balance sheet. Hence, the new share price can be derived by Market Value of All Assets less Laibilities of the new company Plus any synergy if any. and Generally, the price on stock exchange on the day after merger generally reflect such effect of merger. pseudo      ( Date: 06-Dec-2015 14:15) Posted: Cash & equiv 248mil... famouspinky      ( Date: 06-Dec-2015 14:07) Posted: Look at current asse
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pseudo Member	06-Dec-2015 14:15        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cash & equiv 248mil... famouspinky      ( Date: 06-Dec-2015 14:07) Posted: Look at current asset pseudo      ( Date: 06-Dec-2015 13:46) Posted: Does not have 2.6b cash... net assets - net liability = asset of 2.6b == 1.35 per share net asset value. Not cash mind u.
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famouspinky Supreme	06-Dec-2015 14:07        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look at current asset pseudo      ( Date: 06-Dec-2015 13:46) Posted: Does not have 2.6b cash... net assets - net liability = asset of 2.6b == 1.35 per share net asset value. Not cash mind u.
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pseudo Member	06-Dec-2015 13:46        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Does not have 2.6b cash... net assets - net liability = asset of 2.6b == 1.35 per share net asset value. Not cash mind u.
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sgng123 Supreme	06-Dec-2015 13:40        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	guys all really need to do some more homework on NOL balance sheet. From latest 3Q result, NOL total debt = US$2.9B, total cash  = US$2.6B this give u a healthy debt to ration of 1.06X meaning it got enough cash to cover all debt incurs. Some might had bad exp woth M& A deal due to companies faking account and stuff like resulting in huge discount given  but we are dealing with NOL which is top in transparency in commerce industry and the chance of them inflating or creative accounting is very low, chance of NOL understating their balance sheet is higher than inflating it. In short final bid offer might be somewhere closer to the US$5B reported numerious time in international news website. Don need to worry too much about NOL, their account is very clean and they are the kiasi kiasu singaporean accounting style, can only report less but not more.
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Bigbull888 Senior	06-Dec-2015 13:34        Bigbull888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just for info 3.18b is market cap, 67% is 2.142b earlybird14      ( Date: 06-Dec-2015 12:25) Posted: Haha. I know, market cap with 1.225 is 3.18bil sgd or 2.2bil usd, nol debt for bond holders are 3bil usd as well. Hahaha, don't make me laugh leh, you place bet without knowing clear about nol but keep promoting with wrong figure. Sibeh jialat loh AndyLoss      ( Date: 06-Dec-2015 12:21) Posted: EB Dear 5B is USD not SGD - hope that makes some   sense...
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AndyLoss Master	06-Dec-2015 13:24        AndyLoss About Contact  Quote this Post!
x 0   x 0  Alert Admin	approx 30 hrs more.. :)
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DONTBEEVIL Veteran	06-Dec-2015 13:22        DONTBEEVIL About Contact  Quote this Post! Style: Combined   Mood: Yells: "Have Patience and Discipline"
x 0   x 0  Alert Admin	Agree. Mainly   for buying the shares and standing by some in-case not enough working capital/cash flow...maybe to clear some maturing debts. hapygolucke      ( Date: 06-Dec-2015 13:02) Posted: birdie birdie....you know a lot hah.....to you every SG counters all negative ones.... CMG lined up USD5b incase it need to buy 100% of NOL.....once TH sells 67% CMG have to make GO... CMG only buys shares of NOL......debt belongs to NOL.....the rest are all commmon sense only birds don' t understand... Ignore this birdie....relax and enjoy the announcement.... earlybird14      ( Date: 06-Dec-2015 12:25) Posted: Haha. I know, market cap with 1.225 is 3.18bil sgd or 2.2bil usd, nol debt for bond holders are 3bil usd as well. Hahaha, don't make me laugh leh, you place bet without knowing clear about nol but keep promoting with wrong figure. Sibeh jialat lo
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hapygolucke Master	06-Dec-2015 13:02        hapygolucke About Contact  Quote this Post!
x 0   x 0  Alert Admin	birdie birdie....you know a lot hah.....to you every SG counters all negative ones.... CMG lined up USD5b incase it need to buy 100% of NOL.....once TH sells 67% CMG have to make GO... CMG only buys shares of NOL......debt belongs to NOL.....the rest are all commmon sense only birds don' t understand... Ignore this birdie....relax and enjoy the announcement.... earlybird14      ( Date: 06-Dec-2015 12:25) Posted: Haha. I know, market cap with 1.225 is 3.18bil sgd or 2.2bil usd, nol debt for bond holders are 3bil usd as well. Hahaha, don't make me laugh leh, you place bet without knowing clear about nol but keep promoting with wrong figure. Sibeh jialat loh AndyLoss      ( Date: 06-Dec-2015 12:21) Posted: EB Dear 5B is USD not SGD - hope that makes some   sense...
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