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MetalTrader3 Supreme	20-Jul-2015 02:24        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	The Day of News of Possibility of NOL Sales was also the Day of Celestial Meeting (Moon, Venus & Jupiter) News. 17 July News-  The Moon, Venus and Jupiter to gather in celestial meeting tomorrow The Moon, Venus and Jupiter - the second, third and fourth brightest objects in the sky after the Sun, and in reality millions of kilometres apart, will appear to be almost side by side.  http://www.straitstimes.com/singapore/the-moon-venus-and-jupiter-to-gather-in-celestial-meeting-tomorrow
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MetalTrader3 Supreme	20-Jul-2015 02:17        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Temasek Puts Neptune Orient Lines Up for Sale Singapore state-investment company Temasek Holdings Pte. Ltd. has put its $1.7 billion container-shipping company up for sale, according to people familiar with the situation.  Heavily indebted, money-losing    Neptune Orient Lines  Ltd., 65% owned by Temasek and listed in Singapore,  has been shopped to prospective buyers in recent months, these people said. It has been in talks with one, but the two sides could not agree on a price, according to one of the people. The discussions could include other potential buyers.  Neptune Orient Lines, known as NOL, earlier was active in merger discussions with shippers including Germany& rsquo s Hapag-Lloyd AG and Hong Kong& rsquo s    Orient Overseas (International)  Ltd.  There& rsquo s pressure to consolidate in the industry,  which has suffered from overcapacity in recent years. The big three by capacity, Denmark& rsquo s    A.P. Mø ller-Maersk  A/S, Switzerland& rsquo s Mediterranean Shipping Co. and France& rsquo s CMA CGM SA, planned an alliance, only to have it scuttled last year by China& rsquo s Ministry of Commerce.  It is unclear whether any of NOL& rsquo s potential merger partners would now be interested in acquiring the Singapore shipper.  Hapag-Lloyd, a German-Chilean company since a merger last year with Chile& rsquo s    Compania Sud Americana de Vapores  SA,  is planning an initial public offering that could value the world& rsquo s fourth-biggest container shipper    at more than $5.5 billion.  The potential sale of NOL, which operates globally under the APL brand, was made easier when NOL sold its profitable logistics business, APL Logistics Ltd., for $1.2 billion to Japan& rsquo s    Kintetsu World Express  Inc.  in May.  Selling the logistics and container-shipping operations separately is likely to bring Temasek a better price than selling them together, because the two sides attract different buyers.     NOL was founded in 1968 as Singapore& rsquo s national shipping line& mdash part of the country& rsquo s effort to become a crucial stop on global trade routes. The 35% not owned by Temasek trades on the Singapore Stock Exchange.The company& rsquo s shares have been poor performers except for a bump earlier this year, after the start of the APL Logistics sale process. The price has tumbled since the deal was completed amid continued concerns over global economic growth.  Neptune Orient Lines Ltd.& rsquo s market capitalization is around 2.3 billion Singapore dollars (US$1.7 billion) including debt, the company& rsquo s value exceeds S$8 billion, according to S& P Capital IQ.  Singaporean regulations would require any buyer purchasing a stake of 30% or more to make an offer for all the shares.  One of the world& rsquo s largest shippers, NOL operates 92 vessels that service more than 160 ports world-wide. The company& rsquo s linear business generated US$7 billion of revenue last year. The overall company, including the profitable logistics business it sold earlier this year, has lost money for three straight years as freight rates fell amid the industrywide glut of ships. In 2014 the loss widened to $260 million from $76 million the year before.  An exit from the container-shipping business would still leave Temasek with major transportation infrastructure businesses in Singapore. It owns the country& rsquo s port operator, PSA International Pte. Ltd.  NOL declined to comment and Temasek said that it won& rsquo t comment on & ldquo market speculation.& rdquo  http://www.wsj.com/articles/temasek-puts-neptune-orient-lines-up-for-sale-1437038311
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MetalTrader3 Supreme	20-Jul-2015 02:15        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Temasek Holdings selling NOL: Report  Singapore investment firm Temasek Holdings has put Neptune Orient Lines (NOL) up for sale, according to a Wall Street Journal (WSJ) report yesterday.  The report, citing unnamed sources, said the  liner company has been " shopped to prospective buyers" in recent months.  NOL is about 67 per cent owned by Temasek,  going by Bloomberg data.  The company had been in talks with a prospective buyer, but " the two sides couldn' t agree on price" , added the report.     WSJ said such a deal would allow Temasek to exit from the container-shipping business, which has been suffering from overcapacity in recent years.  Both Temasek and NOL declined comment when contacted by The Straits Times yesterday.  In February, NOL announced the sale of its profit-making logistics business,  APL Logistics, to Japanese freight carrier Kintetsu World Express for US$1.2 billion (S$1.6 billion). This sparked market speculation that the entire company would be sold off as well.  An earlier Bloomberg report,  citing Credit Suisse, said a natural partner for the container line would be Orient Overseas International, which is controlled by  the family of Hong Kong' s first post-colonial leader.  NOL was founded in 1968 as Singapore' s national shipping line. It has been struggling in recent years, amid the global overcapacity in the liner industry.  The company has pared its losses, reporting a net loss of US$11 million in the first quarter ending in April, compared with US$98 million in the same period the year before. Revenue was down 13 per cent at US$2 billion. But the liner industry " continues to face persistent overcapacity and uncertain global economic prospects" , said NOL group president and chief executive Ng Yat Chung then.  NOL shares closed 0.5 cent higher at 87.5 cents yesterday. It has fared poorly since the start of the year, despite surging to $1.185 in April. For the year to date, the stock is up 4 per cent.  NOL, which has a market capitalisation of about $2.3 billion,  remains among the world' s largest container transportation companies.  It  operates 92 vessels that service more than 160 ports globally. http://www.straitstimes.com/business/companies-markets/temasek-holdings-selling-nol-report
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SSS111 Veteran	19-Jul-2015 17:54        SSS111 About Contact  Quote this Post!
x 0   x 0  Alert Admin	did u short? coolwater      ( Date: 19-Jul-2015 16:34) Posted: NAV/share is 66c.Anything higher is alrdy a premium. Same as Statschippac,some clowns were calling for $1.80 in the end sold off by Temasek at 46c(Nav40c).
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wandererr Member	19-Jul-2015 17:14        wandererr About Contact  Quote this Post!   Yells: "big money big money"
x 0   x 0  Alert Admin	Where did you get 66c/share from? its 91.47c/share.
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coolwater Member	19-Jul-2015 16:34        coolwater About Contact  Quote this Post!
x 0   x 0  Alert Admin	NAV/share is 66c.Anything higher is alrdy a premium. Same as Statschippac,some clowns were calling for $1.80 in the end sold off by Temasek at 46c(Nav40c).
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Lucky03 Elite	19-Jul-2015 15:15        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	When media and newswiree were reporting about the sales of APL Logistic, NOL mgmt continued to deny or refuse to respond and reaffirmed the sale until it was decided the buyer. So, this may drag on for a few months. In the meantime, there may be tepid movement in its share price. Not for any short term gain. Need to hold.
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SSS111 Veteran	19-Jul-2015 09:53        SSS111 About Contact  Quote this Post!
x 0   x 1  Alert Admin	THEY ALREADY SCOUT FOR A FEW MONTHS.MEANING IN QUITE ADVANCE STAGE................ sgng123      ( Date: 19-Jul-2015 02:22) Posted: they just don know cos NOL got lot of non core asset that is based on 20 years ago valuation, if they split the asset out and sold separately might fetch a higher price. In accounting u cannot happy happy inflated ur asset value based on current market pricing, whatever u put in donkey year ago would remain the same unless u sell it to unlock value. By the way NOL is not everyone can buy, u need to clear the US congress to approve the deal as it involve sensitive state asset. Chinese player is clearly out of the picture even they had the money and mean and currently european is on a road of austerity, they more interested in cutting cost than buying asset. Only left the japanese with lot of money but no where to park due to lot of restriction from asian countries on asset sale on WW2 aggression and Japan is US alliance in asiapac and anything they wanna buy 100% clear US congress with ease. So for NOL to be sold not so easy need US and Temasek to approve then easy. Temasek wanna money and US want asset to be hold by trusted countries. would take like 3-6 months time , end of year should know who finally got NOL.
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sgng123 Supreme	19-Jul-2015 02:22        sgng123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	they just don know cos NOL got lot of non core asset that is based on 20 years ago valuation, if they split the asset out and sold separately might fetch a higher price. In accounting u cannot happy happy inflated ur asset value based on current market pricing, whatever u put in donkey year ago would remain the same unless u sell it to unlock value. By the way NOL is not everyone can buy, u need to clear the US congress to approve the deal as it involve sensitive state asset. Chinese player is clearly out of the picture even they had the money and mean and currently european is on a road of austerity, they more interested in cutting cost than buying asset. Only left the japanese with lot of money but no where to park due to lot of restriction from asian countries on asset sale on WW2 aggression and Japan is US alliance in asiapac and anything they wanna buy 100% clear US congress with ease. So for NOL to be sold not so easy need US and Temasek to approve then easy. Temasek wanna money and US want asset to be hold by trusted countries. would take like 3-6 months time , end of year should know who finally got NOL.
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coolwater Member	18-Jul-2015 22:32        coolwater About Contact  Quote this Post!
x 0   x 0  Alert Admin	What you mean they dont know the price?Any deal need to be secured definitely need a financial advisor and latest valuation of their asset.Doubt the Japanese is keen on NOL.Europena nd USA needless to say.Maybe MISC or the Chinese might take a second look.
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sgng123 Supreme	18-Jul-2015 20:36        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	maybe busy biting his fingernail cos if they borrow shares to short , cannot immediately cover back had to wait for contract settlement date. Massive losses from short on the way, big players covering their short and when they done with it  , they would push it up to recoup all the losses they suffers. Now is dangerous time as NOL is asset rich but got poor management which result in losses year over year, this  result in temasek giving up hope that singaporean can ever run a shipping liner. And yes japanese would be gunning down NOL due to the comprehensive trading lane coverage from intra asia to transpacifc, TPP also play a part. Japanese loan is interest free for them for a very long itme and Yen is going the depreciation path so better spend it while the exchange rate is high lol. US economy also best in the world so NOL is very nice catch , just need a management change of hand from singapore then kaboom u see millions in profit coming. UP to date NOL total asset is about US$9B and total debt is US$5B pre APLL divestment, post APLL debt would drop to US$2.9B and total asset would increased. SO guess the asking price temasek wanna , nobody know how much it really worth. That why both side the buyer and seller cannot agreed on the price, just had to wait for the japanese to break the impasses with big premium like what they did with APLL lol. A few billions from japanese is chicken feed as their central bank is busy printing money every month.
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SSS111 Veteran	18-Jul-2015 15:10        SSS111 About Contact  Quote this Post!
x 0   x 1  Alert Admin	YES , HE IS VERY QUIET NOW ................. ysh2006      ( Date: 18-Jul-2015 10:21) Posted: He is Ronald K he make money by shorting NOL? ...think he ask to buy leh...but anyway long or short still make money... SSS111      ( Date: 18-Jul-2015 09:35) Posted: WHERE IS STOCKMARKETMIND , OR WHAT IS HIS NAME ? NO COMMENT ? ALL SHORTS WITH FOLLOWERS BETTER BE CAREFUL.......THEIR FOLLOWERS WILL TURN ON THEM AND ATTACK THEM IF NOL ROCKETS.......................MANY FAMILIES COULD BE AFFECTED.....
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ysh2006 Supreme	18-Jul-2015 10:21        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	He is Ronald K he make money by shorting NOL? ...think he ask to buy leh...but anyway long or short still make money... SSS111      ( Date: 18-Jul-2015 09:35) Posted: WHERE IS STOCKMARKETMIND , OR WHAT IS HIS NAME ? NO COMMENT ? ALL SHORTS WITH FOLLOWERS BETTER BE CAREFUL.......THEIR FOLLOWERS WILL TURN ON THEM AND ATTACK THEM IF NOL ROCKETS.......................MANY FAMILIES COULD BE AFFECTED.....   SSS111      ( Date: 18-Jul-2015 09:00) Posted: TEMASEK ALREADY PUT NOL UP FOR SALE..............YOU ARE IN DENIAL...... IF YOU ARE A SHORT, BETTER GET OUT.....................
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SSS111 Veteran	18-Jul-2015 09:35        SSS111 About Contact  Quote this Post!
x 0   x 1  Alert Admin	WHERE IS STOCKMARKETMIND , OR WHAT IS HIS NAME ? NO COMMENT ? ALL SHORTS WITH FOLLOWERS BETTER BE CAREFUL.......THEIR FOLLOWERS WILL TURN ON THEM AND ATTACK THEM IF NOL ROCKETS.......................MANY FAMILIES COULD BE AFFECTED.....   SSS111      ( Date: 18-Jul-2015 09:00) Posted: TEMASEK ALREADY PUT NOL UP FOR SALE..............YOU ARE IN DENIAL...... IF YOU ARE A SHORT, BETTER GET OUT..................... ohm136      ( Date: 17-Jul-2015 23:40) Posted: S' pore is one of the top world container ports. Can a top world container port without having its own container vessels ? So, thinking that NOL will be sold, think again !
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SSS111 Veteran	18-Jul-2015 09:00        SSS111 About Contact  Quote this Post!
x 0   x 1  Alert Admin	TEMASEK ALREADY PUT NOL UP FOR SALE..............YOU ARE IN DENIAL...... IF YOU ARE A SHORT, BETTER GET OUT..................... ohm136      ( Date: 17-Jul-2015 23:40) Posted: S' pore is one of the top world container ports. Can a top world container port without having its own container vessels ? So, thinking that NOL will be sold, think again !
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WanSiTong Supreme	18-Jul-2015 06:51        WanSiTong About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Highlight Temasek puts up $2.3 bil shipper NOL for sale: WSJ July 16, 2015 : 9:33 PM Singapore state investment company Temasek Holdings has put up its struggling US$1.7 billion ($2.3 billion) shipping company for sale, the Wall Street Journal reported, citing people familiar with the matter. Neptune Orient Lines (NOL) 65%-owned by Temasek, announced in February the sale of its logistics business to Japanese freight carrier Kintetsu World Express Inc for US$1.2 billion. NOL&rsquo s move to sell its logistics business had renewed market speculation of a sale of the entire company. An NOL spokeswoman declined to comment, while Temasek Holdings was not immediately available after office hours.
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ohm136 Senior	17-Jul-2015 23:40        ohm136 About Contact  Quote this Post!
x 0   x 0  Alert Admin	S' pore is one of the top world container ports. Can a top world container port without having its own container vessels ? So, thinking that NOL will be sold, think again !
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SSS111 Veteran	17-Jul-2015 21:43        SSS111 About Contact  Quote this Post!
x 0   x 1  Alert Admin	TPP ALMOST DONE............... NO WAY GOODS SHIP FROM USA OR EUROPE USING CHINA OR HK LINERS .......... ALOT OF THE GOODS ON THESE LINERS ARE FROM JAPAN, SPORE, MALAYSIA,,,,,,,,,, NO GOODS FROM CHINA BY TPP  .............................. ANOTHER V GOOD REASON WHY JAPS WILL GO ALL OUT TO GET NOL..............
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sgng123 Supreme	17-Jul-2015 21:16        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I prefer NOL to be broken up into part and sell off separately so we don miss out  the unlocked value for non core assets. Might hit gold mine this way. Temask must know this way is better lol that why they could not agreed on price with potential buyer, they must had done a pre evaluation of NOL asset and know the asset value is worth a lot more than the market price currently. In short tear down the group asset and sell it part and pieces, no need to care about exporter/ importer interest. Most imp ting is for Ah gong to reap max benefit for investors holding. IF temaek try to be funny and sell cheaply, high chance they get a slap in the face from government lol, we need the extraa proceed to cover for SG50 celebration lol.
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sgng123 Supreme	17-Jul-2015 21:10        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Currently we don know what is the fair value for NOL yest as there always chances of hidden value unlock then bam u get another US$1B proceed out of the nowhere. Just like the APLL sale, noone really imagine japanese would pay US$1.2Bfor a so so 3PL division which only generate US$70Mil in profit. What we know is in 2004/2005 period Temasek offer $2.80 to buy up all the share outstanding, and according to that time NOL total share volume is 1.8B shares. So that work out to around $5 Billion for the whole shipping group. But that period NOL was recovering from the 911 financial crisis and the total revenue generated is roundly US7B. Temasek holding went up from 30% to 69% on that failed attempt to privatise and more or less we know for sure temasek breakeven cost per share is around $2. But again all this is pure guessing work since really we don know how much asset NOL is still hidding from us. Don need to worry about NOL inflating asset like in the case of noble, Ah gong ship account cannot anyhow fraud due to strict control required by temasek management. However they can act blur and report less without taking in account of US QE asset inflation. O i just remember when temasek fail   to take NOL private, share did a double rush jump to $5.00 before it crash back to earth in fashion lol. So this again tell us not to trust market value of ship as it move too wildly and subject to manipulation by big players. Stick to  the balance sheet is another safer way to value ship  if u want or u could use the SGX stock info tool, they give a detail valuation of stock.
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