| Latest Forum Topics / Neptune Orient L Rg |
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NOL
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sengsk
Elite |
28-Nov-2015 14:53
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Happy to see all my friends Took profit range at 1.19 to 1.20 Let others to have a chance earn where nobody can predite and take all towards best top price...... Happy trading ( friends) and move on scan for other meat......       CD: XXXXX
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Charlie2310
Senior |
28-Nov-2015 12:42
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Let' s look at facts... In July, there were talks about possible sale of NOL...but Temasek didn' t sell.  Apparently Temasek is not desperate to just sell off NOL.  NOL represents a strategic preposition for shipping lines, ie intrinsic value.  That said, NOL is a loss-making entity but then again, it has been a horrible year for all shipping entities. CMA CGM is apparently very very keen on getting NOL, hence the exclusivity talks.  I believe a price has already been done we' re just pending CMA CGM' s funds.  As for the article about CMA CGM doubling its debt by acquiring NOL, I have two things to say abou that.  Firstly, every business is run on debt/leverage.  Even the chicken rice stall you see at the kopitiam.  Secondly, yes, NOL is one big black hole at the moment.  So are all the shipping entities.  But no sane businessmen will take over another entity in the same industry when it is at its high.  You acquire those who are unable to withstand the low points because at that price, you get a discount.     Expectation of the price to push to $1.50 is not impossible, is not implausible, but unlikely.  Target price of $1.35 makes more sense. My two cents.  |
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sgng123
Supreme |
28-Nov-2015 11:38
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Hope this put to rest of temasek selling NOL cheaply. Difficulty lie whether the buyer had enough money to swallow NOL huge asset value rather than temasek selling off it cheaply. |
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AndyLoss
Master |
28-Nov-2015 08:23
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http://www.seanews.com.tr/news/156684/100pc-acquisition-of-NOL-would-double-CMA-CGMs-net-debt-of-US3-26-billion.html 100pc acquisition of NOL would double CMA CGM' s net debt of US$3.26 billion THE merging of the containership fleets of Neptune Orient Lines' (NOL) liner arm APL with that of CMA CGM, which plans to acquire NOL, would mark the world' s largest consolidation in the container shipping industry in terms of cellular capacity. CMA CGM and NOL have signed an exclusivity agreement with a view to brokering a deal by December 7. However, Alphaliner regards reaching agreement on a valuation for the Singapore-based carrier as potentially difficult, reported SeatradeMaritime News. It also questioned CMA CGM' s ability to fund such an acquisition. " NOL has a current market capitalisation of US$2.146 billion as well as net debt of $2.624 billion, for a total enterprise value of $4.770 billion, before any acquisition price premium," Alphaliner noted. " A full cash acquisition of NOL would more than double CMA CGM' s existing net debt position of $3.26 billion." Combining APL' s 540,000 TEU of slot capacity with CMA CGM' s own fleet would give the French shipping company a fleet of 2.33 million TEU and 11.5 per cent market share, according to Alphaliner. |
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DONTBEEVIL
Veteran |
27-Nov-2015 17:44
Yells: "Have Patience and Discipline" |
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Are you ok? want to profit more means EVIL? What is your logic? Pleae make sence when you argue.  Nobody need to be spotting the price movement precisely, but yours it too far out already.  I sold 50% today at 1.195 and I' ve made it known. Still much better than your call.. Noble? I am new to NOBLE. ONly joined in when it was 50+ until just below 40. My average is still not too far away. Good thing is I have holding power. Making mistake must admit, which I do. And I now decide to keep for long term.   
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DONTBEEVIL
Veteran |
27-Nov-2015 17:30
Yells: "Have Patience and Discipline" |
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Wow, when out after I sold 50%. Now come back closed at 1.205..  Happy even I' d sold earily. No regard. Profit means profit. Still hope that it will continue moving to 1.35.   
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spore1
Supreme |
27-Nov-2015 16:42
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Think a lot of people buy Tdy at 1.20 | ||||
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Terence87
Member |
27-Nov-2015 16:38
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Wow, huge married trade and buy up |
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famouspinky
Supreme |
27-Nov-2015 16:32
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115 is a nice try
Why not
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earlybird14
Supreme |
27-Nov-2015 16:15
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Don't be evil loh. Who really can precisely spot the price movement. There is invincible hand pushing the price up at every down during this negotiation period which make me make the decision to stay out nol for shortselling.
You can be expert in nol but hope u learn your lesson from noble, don't over speculate. If you have enough profit, don't be evil to speculate and hope to profit even more, you may attract retailers to buy at high, when price close to your target price, shall give warn and trade with cautious. Or other cannot be evil but you can. Hegege
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famouspinky
Supreme |
27-Nov-2015 16:09
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Stay cautious | ||||
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f16force
Senior |
27-Nov-2015 15:53
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7.8 million shares married at 1.2 |
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famouspinky
Supreme |
27-Nov-2015 15:52
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Resistance can be support
Support can be resistance High can go higher Same for low |
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Know-Your-Stuff
Senior |
27-Nov-2015 15:48
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He forgot deadline is 8 Dec. Anyhow shout ! Mersk also already signal will jump in if no deal. They are just wishing. Still have hidden players not reveal yet.....all want the Transpacfic route now that US economy has recovered. | ||||
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DONTBEEVIL
Veteran |
27-Nov-2015 15:45
Yells: "Have Patience and Discipline" |
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look like support at   1.20 was broken and has since turned to a resistance.  Decided to sell 50% of my overloaded positions. Wait for lower price to buy back. If not go for other counters. Seeking the bottom of OSIM. not vested yet. |
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mrbean249
Senior |
27-Nov-2015 15:35
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Think his china fishery closing down alr, thats why need come here vent. Just treat as bird chirping la |
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sgng123
Supreme |
27-Nov-2015 15:13
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Eb had been terminated by metal trader in 2014 on reputation stake and MT win hands down and he correctly predicted APLL sold off for US$1.2B even when all odd against it. So basically EB is just another bullshit loser who cannot even read the market correctly, shouting the wrong thing again and again for the last 2 weeks. But luckily he got such a bad reputation, we all just discounted and rubbished his comment, he just another vent tgt for bro to tgt in this forum lol. IF u wanna credibility, pls make accurate prediction and stop all ur bullshit and u invite less flaming.
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famouspinky
Supreme |
27-Nov-2015 15:05
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Probably see upside dwn
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DONTBEEVIL
Veteran |
27-Nov-2015 14:56
Yells: "Have Patience and Discipline" |
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Ha Ha, the problem is you have been shouting the same thing since the price was 1.0+. It continued to move up to 1.23.. So how accurate you have read the timing and the moving of share can be observed here. We are here to read the market and speculate and to profit from it. So up or down is very normal for every counter. If you got all the timing wrong then my advice is........  
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halleluyah
Supreme |
27-Nov-2015 14:49
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wow abang Kamal, angin dari mana tiup u ke sini...lama tak dengar...baik tak??? harap banyak untung yah....
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