| Latest Forum Topics / Neptune Orient L Rg |
|
|
NOL
|
|||||
|
SSS111
Veteran |
17-Jul-2015 21:01
|
||||
|
x 0
x 1 Alert Admin |
VERY LIKELY WILL BE SOLD TO JAPS.............. JAPS CANNOT AFFORD SHIPPING HERE TO FALL INTO CHINA OR HK HANDS............. THEY WILL BID AT ALL COST TO GET THIS SHARE......MAYBE WITH OTHER SHIPPERS.... NOL IS MORE THAN A LINER...............ITS VERY STRATEGIC AT THIS STAGE........................ |
||||
| Useful To Me Not Useful To Me | |||||
|
SSS111
Veteran |
17-Jul-2015 20:40
|
||||
|
x 0
x 1 Alert Admin |
HA HA .I USED ALL CAPS AS IT IS EASIER TO TYPE........... YES..I HAVE QUITE ALOT............. AND SINCE TEMASEK NOW PUT NOL OPENLY FOR SALE...........IT WILL SURELY BE SOLD NOW AS LOGISTICS BUSINESS IS SOLED AND NOW EASIER TO SELL THE REST OF COMPANY..........
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
daoism84
Member |
17-Jul-2015 20:36
|
||||
|
x 0
x 0 Alert Admin |
sss111 seems very emotionally attached to NOL. Lol all caps! Vested a lot? | ||||
| Useful To Me Not Useful To Me | |||||
|
SSS111
Veteran |
17-Jul-2015 20:33
|
||||
|
x 0
x 0 Alert Admin |
REMEMBER ALL TEMASEK NEEDS IS FAIR DEAL ACCORDING TO ACCOUNT SHOWS HOW MUCH IT IS WORTH.................. NO CHEAPSAKE PRICE WILL BE DONE ................ NO NEED HIGH PRICE GOOD ENOUGH FOR ME.................... |
||||
| Useful To Me Not Useful To Me | |||||
|
SSS111
Veteran |
17-Jul-2015 20:31
|
||||
|
x 0
x 1 Alert Admin |
THEY PROBABLY SOUGHT OOIL................ OOIL VERY CHEAPSAKE ......WANTS VERY LOW PRICE..............NO DEAL.............. SO TEMASEK SEEKS OPEN DEAL................ANYONE COMES ........... JAPS COMES WITH FAIR DEAL.............TEMASEK SELLS........ SO TEMASEK SAYS......." DONT BLAME US..........I ASK YOU FIRST .........." |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
buysellbuysell
Master |
17-Jul-2015 19:47
Yells: "someone please sell down low so that others can buy low" |
||||
|
x 0
x 0 Alert Admin |
http://www.straitstimes.com/business/companies-markets/temasek-holdings-selling-nol-report temasek holdings selling off NOL... without APL... probably at break even price or at a so called " gain" indirect loss... temasek holdings probably have very clever moves now with the intent of cutting off it' s losses (non-performing asset portfolios) with the sale of 67% stake in NOL... APL was probably sold as the debt was probably sky high with tons of interest to pay and need to cut debt, that' s why NOL sold off APL to reduce debt either by payment or mortgage via paper play probably... |
||||
| Useful To Me Not Useful To Me | |||||
|
halleluyah
Supreme |
17-Jul-2015 19:46
|
||||
|
x 0
x 0 Alert Admin |
Perhaps 1.30-1.50 range
|
||||
| Useful To Me Not Useful To Me | |||||
|
daoism84
Member |
17-Jul-2015 19:37
|
||||
|
x 0
x 0 Alert Admin |
Okok.. So wat is the fair value? Hahah | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
SSS111
Veteran |
17-Jul-2015 19:37
|
||||
|
x 0
x 0 Alert Admin |
ACTUAL QUESTION IS HOW FAST CAN THEY SELL IT? ................. SHOW ME THE MONEY !!!! |
||||
| Useful To Me Not Useful To Me | |||||
|
SSS111
Veteran |
17-Jul-2015 19:32
|
||||
|
x 0
x 0 Alert Admin |
LOL.actually, its alot, very alot.......... All NOL needs to ask i its fair value............................ Looks at its balance sheet and U will know...................assets - liabilities = XXXXX
|
||||
| Useful To Me Not Useful To Me | |||||
|
daoism84
Member |
17-Jul-2015 19:21
|
||||
|
x 0
x 0 Alert Admin |
Looking at it, don't think we will get back a lot even after the sales of NOL.... Lol
|
||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
17-Jul-2015 16:31
|
||||
|
x 0
x 1 Alert Admin |
ur info outdated, those acqusition by japanese is donkey years before the recent QE start by japanese central bank. Now Japan is on massive QE mode, printing lot of new yen note to boost comsumption and rasie inflation. Best example is the US$1.2B buying spree by KWE for APLL, 15X P/B valuation and 5 fold increase in valuation when NOL bought over the assest in 1997 lol. Can u imagine how much the whole group would fetch, it gona be worth hells lots. Post APLL divestment after 2Q 31 Jul 15, NAV would jump 50% from $0.90 to $1.40. Checking NOL balance book u would find it had total asset over $11B and total debt $6B and that is pre APLL divestment, post APLL debt would drop and asset gona be boosted. This kind of stock cannot look at share capitalisation, need to  dig out the hidden non core asset and total asset value. Maybe Temasek would do a sneak reveal on the NOL group divestment on  weekend, causing massive damage to short sellers with no where to hide  or cover lol. 
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
SSS111
Veteran |
17-Jul-2015 14:40
|
||||
|
x 1
x 0 Alert Admin |
TALKS ON A FEW MONTHS ALREADY... MEANS THINGS ARE IN ADVANCE STAGE..................... NOL HAS VERY GOOD VALUE FOR ONE WHO CAN MANAGE IT.............................  
|
||||
| Useful To Me Not Useful To Me | |||||
|
nqing87
Supreme |
17-Jul-2015 12:04
|
||||
|
x 0
x 0 Alert Admin |
ah gong has to sell NOL.. it is making 4 yr consecutive losses despite with profitable APL.. once they sold away their APL, dunno how they going to survive.. if NOL really gonna turn around with profits & expecting share price to move back up in a sustainable manner, ah gong would not have sold.. on a side note, with this rumours of merger/acquisition, wont be surprise if NOL price goes up.. afterall singapore market likes these kind of news.. ppl buy news like this, not so much on companies fundamentals lol.. |
||||
| Useful To Me Not Useful To Me | |||||
|
ysh2006
Supreme |
17-Jul-2015 11:25
|
||||
|
x 0
x 0 Alert Admin |
Japanese company give good premium ?..last time the Portek   case, Mitsui gave just market price only..Temasek sold Statchipak and SCM also not much meat to shareholders...NOL have alot of debts and many years in red how to give' great premium' ? lehlong price maybe (I think only)...
|
||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
17-Jul-2015 11:05
|
||||
|
x 0
x 0 Alert Admin |
that one old news lah, by the way even if OOCL wanna to buy NOL it would not pass the US regulator due to it being a chinese liner. Basically if temasek want to sell NOL , can only sell to US alliance like korean/japanese. Other nations want to buy woud face lot of objection from US regulators. By the way Japanese liners MOL/NYK is runner up seen for NOL buyers due to the fact japanese usually pay a big premium and ease of obtaining approval from regulators. |
||||
| Useful To Me Not Useful To Me | |||||
|
SSS111
Veteran |
17-Jul-2015 09:03
|
||||
|
x 0
x 0 Alert Admin |
Some analysts have said that OOIL would be a natural partner for NOL, according to a Bloomberg report in late March that came after Goldman Sachs upgraded NOL' s stock from " neutral" to " buy" with a 12-month target price of S$1.30, sparking a fresh wave of takeover speculation. NOL rose two cents to close at S$1.135 on Tuesday.
|
||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
17-Jul-2015 06:02
|
||||
|
x 0
x 0 Alert Admin |
Temasek finally make it move, announcing they selling away it stakes in NOL. in 2004/2005 they pay $2.80 valuing the whole group at $5B with 1.8B shares. So let us recap what is the real potential valuation of whole group, according to APLL divestment circular which most bro here received in 1Q if u holding. pre NOL NAV is $0.90 and post APLL is $1.35 - $1.40. This meant NOl share had to be minimum priced $1.35 to consider any disposal. But that is only a small drop in ocean compare to other non core asset APL liner division is still holding. Actual valuation  might be higher since it also got lot of non core assets such as port terminal, trains,  maintainence yard etc. Not to mention it got a stable revenue base of US$6-7 B, if new owner more aggressive like maesrk and cut like crazy might be able to squeeze money out of it. So who gona buy NOL since new leaks out in BT last evening ? It gona be one of the G6 alliance and 80% chance it gona be MOL or NYK. Why japanese carriers reason is simple they would pay very high price plus low regulation objection. APLL divestment to KWE is testing stone for eventual divestment for whole group and it clear the US regulation with ease. Japanese willing to pay premium cos their loan is basically interest free for a very very long time and yen is going the devaluation path long term plus US dollar strengthening too long term. it is a case of buy stuff before ur currency got demolished in the med-long term. Another interesting fact if u dig out past NOL business activites in past years, NOL charter 5X new14K ships to MOL. Who in the right mind would buy new ships then later charter it to ur competitor unless u got damn good business relation/ friendship. In short NOL is a  complete ocean shipping solution for any suitors who wanna expand their market in the fastest way. NOl making losses due to incompetent singaporean management board as everyone is making money except NOL.  in conclusion i wanna  stress  ship is not bad only bad thing is the incompetent  nol management in the top who is disconnect with market trend.  |
||||
| Useful To Me Not Useful To Me | |||||
|
MetalTrader3
Supreme |
14-Jul-2015 03:30
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
||||
|
x 0
x 1 Alert Admin |
Dear Composure, Thank You for your appreciation. In Shipping Stocks - I believe that NOL had great potential on many points, however i will not be stating all the points out. Unless Zhou Yu (NOL Management) & Sun Quan (Tamasek) do not assist Zhuge Liang (MetalTrader), otherwise Zhuge Liang will succeed in defeating CaoCao in Battle of Red Cliff with Fire Strategy. In 2015- Zhou Yu had taken the Lower Strategy of selling APL by $, but not in issuance of share (Upper Strategy as advised in 2014). However, in 2015 Fire Strategy was advised. NOL remains in stable position, with its path to be determined by a few.  
|
||||
| Useful To Me Not Useful To Me | |||||
|
MetalTrader3
Supreme |
14-Jul-2015 03:22
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
||||
|
x 0
x 1 Alert Admin |
Dear Bigbull888, I won' t be stating view on any specific stock, unless a prediction is opened by me personally for any particular stock. Every stock has its own timing, when it is destinated- I will be there. Thank You for your appreciation.
|
||||
| Useful To Me Not Useful To Me | |||||

