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mrwise Supreme	09-Nov-2015 08:55        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Above $1.1 opening mrwise      ( Date: 09-Nov-2015 08:51) Posted: See opening price...one word...UP!
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fortunecat Master	09-Nov-2015 08:55        fortunecat About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lucky. If you cut like SSS111, you will be singing the same tune as him now. mrbean249      ( Date: 09-Nov-2015 08:01) Posted: Guys remember, have confidence in yourself, block out all the noises. I almost clicked the sell button last week when market opened after the results, but i calmed down and went through the reasons for why i bought. Heng i didnt sell at the bottom, if not i would feeling the pinch now.
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mrwise Supreme	09-Nov-2015 08:51        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	See opening price...one word...UP!
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mrwise Supreme	09-Nov-2015 08:23        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Yes! CONFIDENT is the word! mrbean249      ( Date: 09-Nov-2015 08:01) Posted: Guys remember, have confidence in yourself, block out all the noises. I almost clicked the sell button last week when market opened after the results, but i calmed down and went through the reasons for why i bought. Heng i didnt sell at the bottom, if not i would feeling the pinch now.
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mrwise Supreme	09-Nov-2015 08:08        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	My call is for opportunity to buy now... gravity8888      ( Date: 09-Nov-2015 07:50) Posted: If nol is profitable, will TH sell ? What they hope to sell might not get what they wan since they have the holding power ? Any adv?
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mrbean249 Senior	09-Nov-2015 08:01        mrbean249 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guys remember, have confidence in yourself, block out all the noises. I almost clicked the sell button last week when market opened after the results, but i calmed down and went through the reasons for why i bought. Heng i didnt sell at the bottom, if not i would feeling the pinch now.
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mrwise Supreme	09-Nov-2015 07:55        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	We shall see.. Those who follow the brokers' call before knows what i am saying....whether brokers' call is always accurate....take tigerair as example...broker call for $0.27...now $0.41... There is much more to know in stock.. Will let the rest decide their own money.... Cheers longist! Celebrate soon... SSS111      ( Date: 09-Nov-2015 07:40) Posted: DBS IN STRAITS TIMES   TODAY : NOL - 2015 - $200 M LOSS 2016 - $200M LOSS COMING $1 TARGET AS OF NOW................... SEEMS TO ME PEOPLE CHASED TOO FAR LAST FRIDAY.............. TALKS ALSO PRELIMINARY.........NO OFFER ....UNLIKELY OFFER... IS CURRENT STATUS.. YOUR CHOICE, MAN................
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gravity8888 Supreme	09-Nov-2015 07:50        gravity8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If nol is profitable, will TH sell ? What they hope to sell might not get what they wan since they have the holding power ? Any adv?
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SSS111 Veteran	09-Nov-2015 07:40        SSS111 About Contact  Quote this Post!
x 0   x 1  Alert Admin	DBS IN STRAITS TIMES   TODAY : NOL - 2015 - $200 M LOSS 2016 - $200M LOSS COMING $1 TARGET AS OF NOW................... SEEMS TO ME PEOPLE CHASED TOO FAR LAST FRIDAY.............. TALKS ALSO PRELIMINARY.........NO OFFER ....UNLIKELY OFFER... IS CURRENT STATUS.. YOUR CHOICE, MAN................
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mrwise Supreme	09-Nov-2015 06:52        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	NOL will be pumped up nearer to its NAV or higher....let the ship sail..... Cheers to all longist who believe and huat big big!
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sgng123 Supreme	08-Nov-2015 23:57        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Monday would be another day for BB to push up ship and later sell off to make money off contra players who got no holding power. The NOL sale rumour would act as catalyst for bb to stage fake rally then kill off whoever get onboard the train as usual. Best option would be for SGX to halt trading on NOL till the deal is finalised else just gonna be lot of retail traders getting burnt. COSCO is good example of how the chinese government is protecting it retail investor, they halt trading on all shipping stocks related to cosco and csl merger deal for 3 months lah, might extend it further lol.
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hem2998 Veteran	08-Nov-2015 18:13        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks. Looks like monday mad scramble. mrbean249      ( Date: 08-Nov-2015 17:59) Posted: Neptune Orient Lines Big losses again&hellip but it may not matter at all ■ NOL reported a 3Q15 core net loss of US$87m, worse than the year before as the freight rate declines more than wiped out bunker cost savings. ■ The weaker-than-expected performance forces us triple the core EPS loss forecast for FY15, and downgrade FY16-17 to losses from marginal profits before. ■ We maintain Hold with a lower target price of S$0.95, rolling our P/BV valuation of 0.76x (1 s.d. below average since 2001) forward one year to end-CY16. ■ More important than NOL&rsquo s operating performance is whether Temasek will succeed in selling its stake, which could lead to a significant rerating of the stock. Highlights of 3Q15 and 9M15 results NOL suffered terribly during 3Q15, reporting a core net loss of US$87m against a much smaller US$14m loss a year ago. The absence of US$14m in logistics profits earned during 3Q14 accounted for only 19% of the gap. For 9M15, NOL still succeeded in delivering lower losses of US$96m vs. US$181m loss during 9M14, due to the beneficial impact of lower bunker prices during 1H15. But as time went by, the industry reduced freight rates by more than their bunker cost savings, leading to margin compression. Freight rates fell by more than bunker cost savings Comparing 3Q15 vs 3Q14, APL reported US$106m in bunker cost savings, but this was overwhelmed by US$265m in lost revenue as freight rates fell 21% yoy, and US$77m in lost profits due to lower volumes. Other cost savings yielded only an incremental US$163m yoy &ndash on &ldquo network optimisation, charter expiries, targeted cargo selection, yield management, on-time fleet performance, and less inland transportation expenses&rdquo . APL underperformed OOCL APL saw its 3Q15 Asia-Europe (AE) volumes fall 11% and rates fall a staggering 35%. APL&rsquo s AE volume decline is comparable to OOCL&rsquo s, but OOCL suffered a rate decline of &lsquo only&rsquo 23% yoy on the trade. Meanwhile, APL&rsquo s transpacific (TP) volumes fell 17% yoy in 3Q15, underperforming OOCL&rsquo s 9.5% volume rise, although both suffered 9-10% yoy TP rate declines. On the Intra-Asia trade, APL suffered a 24.5% yoy rate decline during 3Q, against OOCL&rsquo s 17% rate fall. APL clearly underperformed OOCL materially. Many challenges ahead for APL APL has lost market share in the container shipping trades, carrying only 577k teus in 3Q15 against 707k teus in 3Q12, at a 3-year CAGR of -6.5%. Without any investment in ships of above 18k teu, APL&rsquo s future survival in the AE trades is in doubt. Its market share in its core TP trade has also declined, as its TP volumes have declined at an annual rate of 8.2% since 3Q12. This explains why Temasek has put up APL for sale. Will Temasek succeed in selling NOL? Temasek was said to have put up its stake in NOL for sale at an asking price of US$4bn, or S$3 per NOL share. CMA CGM had apparently bid at S$1.50, which is at a 11% premium to NOL&rsquo s book value of S$1.35 at end-3Q15. That bid was rejected by Temasek, but UASC may still be considering putting in a bid, which would clearly have to above S$1.50/share. If Temasek succeeds in finding a buyer for NOL, it may lead to a MGO for the remaining NOL shares, or a big special dividend if APL is sold instead.  hem2998      ( Date: 08-Nov-2015 17:32) Posted: can you share the CIMB report please
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mrbean249 Senior	08-Nov-2015 17:59        mrbean249 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Neptune Orient Lines Big losses again&hellip but it may not matter at all ■ NOL reported a 3Q15 core net loss of US$87m, worse than the year before as the freight rate declines more than wiped out bunker cost savings. ■ The weaker-than-expected performance forces us triple the core EPS loss forecast for FY15, and downgrade FY16-17 to losses from marginal profits before. ■ We maintain Hold with a lower target price of S$0.95, rolling our P/BV valuation of 0.76x (1 s.d. below average since 2001) forward one year to end-CY16. ■ More important than NOL&rsquo s operating performance is whether Temasek will succeed in selling its stake, which could lead to a significant rerating of the stock. Highlights of 3Q15 and 9M15 results NOL suffered terribly during 3Q15, reporting a core net loss of US$87m against a much smaller US$14m loss a year ago. The absence of US$14m in logistics profits earned during 3Q14 accounted for only 19% of the gap. For 9M15, NOL still succeeded in delivering lower losses of US$96m vs. US$181m loss during 9M14, due to the beneficial impact of lower bunker prices during 1H15. But as time went by, the industry reduced freight rates by more than their bunker cost savings, leading to margin compression. Freight rates fell by more than bunker cost savings Comparing 3Q15 vs 3Q14, APL reported US$106m in bunker cost savings, but this was overwhelmed by US$265m in lost revenue as freight rates fell 21% yoy, and US$77m in lost profits due to lower volumes. Other cost savings yielded only an incremental US$163m yoy &ndash on &ldquo network optimisation, charter expiries, targeted cargo selection, yield management, on-time fleet performance, and less inland transportation expenses&rdquo . APL underperformed OOCL APL saw its 3Q15 Asia-Europe (AE) volumes fall 11% and rates fall a staggering 35%. APL&rsquo s AE volume decline is comparable to OOCL&rsquo s, but OOCL suffered a rate decline of &lsquo only&rsquo 23% yoy on the trade. Meanwhile, APL&rsquo s transpacific (TP) volumes fell 17% yoy in 3Q15, underperforming OOCL&rsquo s 9.5% volume rise, although both suffered 9-10% yoy TP rate declines. On the Intra-Asia trade, APL suffered a 24.5% yoy rate decline during 3Q, against OOCL&rsquo s 17% rate fall. APL clearly underperformed OOCL materially. Many challenges ahead for APL APL has lost market share in the container shipping trades, carrying only 577k teus in 3Q15 against 707k teus in 3Q12, at a 3-year CAGR of -6.5%. Without any investment in ships of above 18k teu, APL&rsquo s future survival in the AE trades is in doubt. Its market share in its core TP trade has also declined, as its TP volumes have declined at an annual rate of 8.2% since 3Q12. This explains why Temasek has put up APL for sale. Will Temasek succeed in selling NOL? Temasek was said to have put up its stake in NOL for sale at an asking price of US$4bn, or S$3 per NOL share. CMA CGM had apparently bid at S$1.50, which is at a 11% premium to NOL&rsquo s book value of S$1.35 at end-3Q15. That bid was rejected by Temasek, but UASC may still be considering putting in a bid, which would clearly have to above S$1.50/share. If Temasek succeeds in finding a buyer for NOL, it may lead to a MGO for the remaining NOL shares, or a big special dividend if APL is sold instead.  hem2998      ( Date: 08-Nov-2015 17:32) Posted: can you share the CIMB report please? sgng123      ( Date: 08-Nov-2015 16:39) Posted: CIMB report might further strengthen the view NOL is worth more than it share price appeared to be. According to report CMA S$1.50 pre offer got rejected by temasek and now they conducting due diligence on NOL asset value. IF the report is accurate, the price temasek asking might be fair value cos NOL is highly transparent and this meant asset value is most likely undervalue than inflated. S$3 per share might not be a fantasy after all if NOL asset value is unlocked. By the way according to CIMB report dated 1 Nov 2015, TH asking for US$4B for it 65% NOL stake ( S$3.00 per share total purchase price = US$6B for whole NOL grp). This sucks though NOL releasing news in weekend which nobody can do anything till monday which they could alway called a halt in trading to cut off opportunists.
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hem2998 Veteran	08-Nov-2015 17:32        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	can you share the CIMB report please? sgng123      ( Date: 08-Nov-2015 16:39) Posted: CIMB report might further strengthen the view NOL is worth more than it share price appeared to be. According to report CMA S$1.50 pre offer got rejected by temasek and now they conducting due diligence on NOL asset value. IF the report is accurate, the price temasek asking might be fair value cos NOL is highly transparent and this meant asset value is most likely undervalue than inflated. S$3 per share might not be a fantasy after all if NOL asset value is unlocked. By the way according to CIMB report dated 1 Nov 2015, TH asking for US$4B for it 65% NOL stake ( S$3.00 per share total purchase price = US$6B for whole NOL grp). This sucks though NOL releasing news in weekend which nobody can do anything till monday which they could alway called a halt in trading to cut off opportunists. ascend88      ( Date: 08-Nov-2015 15:06) Posted: Due diligence is an investigation of a business or person prior to signing a contract, or an act with a certain standard of care. It can be a legal obligation, but the term will more commonly apply to voluntary investigations. A common example of due diligence in various industries is the process through which a potential acquirer evaluates a target company or its assets for an acquisition.[1] The theory behind due diligence holds that performing this type of investigation contributes significantly to informed decision making by enhancing the amount and quality of information available to decision makers and by ensuring that this information is systematically used to deliberate in a reflexive manner on the decision at hand and all its costs, benefits, and risks.[2]
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SSS111 Veteran	08-Nov-2015 17:27        SSS111 About Contact  Quote this Post!
x 0   x 0  Alert Admin	BT :  It added however that " there is no assurance that any such discussions will result in any definitive agreement or transaction, or that any offer for NOL will be made" . Prelimainary, no offer yet...too early....maybe next year
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flytony66 Member	08-Nov-2015 17:01        flytony66 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Skali Monday flat.. Make everybody more blur.. mrwise      ( Date: 08-Nov-2015 16:24) Posted: Push up above $2 and sell at $3 and above... Monday rush....lets watch...
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sgng123 Supreme	08-Nov-2015 16:39        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	CIMB report might further strengthen the view NOL is worth more than it share price appeared to be. According to report CMA S$1.50 pre offer got rejected by temasek and now they conducting due diligence on NOL asset value. IF the report is accurate, the price temasek asking might be fair value cos NOL is highly transparent and this meant asset value is most likely undervalue than inflated. S$3 per share might not be a fantasy after all if NOL asset value is unlocked. By the way according to CIMB report dated 1 Nov 2015, TH asking for US$4B for it 65% NOL stake ( S$3.00 per share total purchase price = US$6B for whole NOL grp). This sucks though NOL releasing news in weekend which nobody can do anything till monday which they could alway called a halt in trading to cut off opportunists. ascend88      ( Date: 08-Nov-2015 15:06) Posted: Due diligence is an investigation of a business or person prior to signing a contract, or an act with a certain standard of care. It can be a legal obligation, but the term will more commonly apply to voluntary investigations. A common example of due diligence in various industries is the process through which a potential acquirer evaluates a target company or its assets for an acquisition.[1] The theory behind due diligence holds that performing this type of investigation contributes significantly to informed decision making by enhancing the amount and quality of information available to decision makers and by ensuring that this information is systematically used to deliberate in a reflexive manner on the decision at hand and all its costs, benefits, and risks.[2]
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mrwise Supreme	08-Nov-2015 16:24        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Push up above $2 and sell at $3 and above... Monday rush....lets watch...
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Bigbull888 Senior	08-Nov-2015 15:10        Bigbull888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is what I am waiting for. We are closer now.   US maritime commissioner confirms Cosco and CSCL merger NOVEMBER 6TH, 2015    HOLLY BIRKETTAMERICAS,  GREATER CHINA
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ascend88 Master	08-Nov-2015 15:06        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Due diligence is an investigation of a business or person prior to signing a contract, or an act with a certain standard of care. It can be a legal obligation, but the term will more commonly apply to voluntary investigations. A common example of due diligence in various industries is the process through which a potential acquirer evaluates a target company or its assets for an acquisition.[1] The theory behind due diligence holds that performing this type of investigation contributes significantly to informed decision making by enhancing the amount and quality of information available to decision makers and by ensuring that this information is systematically used to deliberate in a reflexive manner on the decision at hand and all its costs, benefits, and risks.[2]
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