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chris168 Senior	26-Jul-2013 14:20        chris168 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 2  Alert Admin	I like to do it this way. Ditto with property investment. Why rush in when the circus is on...! chris168      ( Date: 26-Jul-2013 14:17) Posted: Bought some today. Bought during boring time lol.
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chris168 Senior	26-Jul-2013 14:17        chris168 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Bought some today. Bought during boring time lol.
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sgng123 Supreme	25-Jul-2013 23:07        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Problem with ship is every time BB try to buy it up but later something global happen and cool down the heat. 2012 is hit by double dose of US fiscal fear and Euro zone breakup fear then in 1Q2013 hit again by US tax increase and spending cut. Ship try to move up 20% but later give up all the gain and back to this depression price level. Hopefully no more global dramas playing out till 2014, need a period of peace for ship to regain strength. One thing to note when ship go up, it is usually very fast and sudden can go up 20% in 1 week making punting very difficult. When Maersk announced P3 formation, ship zoomed up 10% in 2 days lol but later eased off due to no capacity taken off. Work of BB and they don want us( retail punters  ) to benefit so they jack up the share price very fast.
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Dividend_Warrior Senior	25-Jul-2013 21:59        Dividend_Warrior About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "I am getting $1100 per month in dividends :)"
x 0   x 0  Alert Admin	There are other stocks backed by Temasek..... alexsmith      ( Date: 24-Jul-2013 23:16) Posted: I would expect see this recovery in 2014/2015 ba (may rise around ~2.0/3.0 only) or when it is posting a profitable financial year. Can not expect too much this year. Just my opinion though. Agreed that current price is undervalued, but not when u compare to other shipping companies. Could still hold this counter since it is backed by Temasek while hoping for a big fruit in long term. Jia you!!!
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alexsmith Member	25-Jul-2013 21:19        alexsmith About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yup patience is the key. When you see the whole world is picking up but NOL is sinking down. Will be hovering around this price till 7/8.  Afterwards, bump up for a while then return again to this mode. Boring...
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sgng123 Supreme	25-Jul-2013 00:20        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Patience is the key for those holding NOL, just need to wait out the storm and u see sunshine soon. The 500M cost saving and US4b fleet renewal lower NOL cost of operating by roughly 15%, when freight rate recovered due to overcapacity easing in 2014 could see good profit margin of 5% or more depending on how strong the recovery in developed countries. For now just need to hang on for a few more months till tide is changed. I  am waiting to see NOL break the $2.00 punting level then good trading time either trade/short.
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Hawkeye Master	24-Jul-2013 23:35        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	European PMI for July 2013 is 50.4 and Europe are now in expansion. NOL will rally any time soon. Hopefully.
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Hawkeye Master	24-Jul-2013 23:22        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I do not mind holding it 2years and even 10years if the return is 100% NOL is strategic to Singapore Survival. alexsmith      ( Date: 24-Jul-2013 23:16) Posted: I would expect see this recovery in 2014/2015 ba (may rise around ~2.0/3.0 only) or when it is posting a profitable financial year. Can not expect too much this year. Just my opinion though. Agreed that current price is undervalued, but not when u compare to other shipping companies. Could still hold this counter since it is backed by Temasek while hoping for a big fruit in long term. Jia you!!!
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alexsmith Member	24-Jul-2013 23:16        alexsmith About Contact  Quote this Post!
x 0   x 0  Alert Admin	I would expect see this recovery in 2014/2015 ba (may rise around ~2.0/3.0 only) or when it is posting a profitable financial year. Can not expect too much this year. Just my opinion though. Agreed that current price is undervalued, but not when u compare to other shipping companies. Could still hold this counter since it is backed by Temasek while hoping for a big fruit in long term. Jia you!!!
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sgng123 Supreme	24-Jul-2013 20:51        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Current depressed share price is caused by European recession, once Eurozone start to recover then so should NOL share price. Take note NOL had completed cost saving program and 80% fleet renewal completed. When Eurozone recover next year or later this year, fat rewards await those who can hold and wait.
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Hawkeye Master	24-Jul-2013 17:37        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	NOL is a strategic for the survival of Singapore. NOL performance is dependent on World economies growth. US economy is growing, China will not let it dip below 7%, Europe is aout its lowest and now in the process to stimulate growth. So NOL will go up sooner or later. Just hold like YZJ and Cosco and it will go back up to $2.00 and collect your fruit. LOL
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sgng123 Supreme	24-Jul-2013 17:29        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	depend on how u interpret the data in 2Q. Spot rate for Europe trade lane tank and transpacific dip 15%, lot of market players used this data to support for a huge loss for NOL in 2Q. On the other hand container traffic and load factor in both Europe and transpacific rebound strongly from 1Q dismal result. Stock market is all about trading on Fear / Greed, whoever had the holding power would win, always the case. By the way Europe composite PMI go into expansion mode and now waiting to see US July job result to see whether sustained economy recovering. As for NOL incoming result, mine  guess is 50/50 but I don want to punt/short till result is out play safe is good.
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Rosesyrup Master	24-Jul-2013 00:26        Rosesyrup About Contact  Quote this Post!   Yells: "Get your own opinion, don't follow blindly."
x 0   x 0  Alert Admin	Barely out of the red. Just my hunch.
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Dividend_Warrior Senior	23-Jul-2013 21:51        Dividend_Warrior About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "I am getting $1100 per month in dividends :)"
x 0   x 0  Alert Admin	Yup. Definitely a loss...... alexsmith      ( Date: 23-Jul-2013 21:28) Posted: Give me ur feedback. My feeling tells me NOL is still posting a LOSS. lol.  alexsmith      ( Date: 23-Jul-2013 20:18) Posted: will nol post profit loss or breakeven this coming 7th august?
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alexsmith Member	23-Jul-2013 21:28        alexsmith About Contact  Quote this Post!
x 0   x 0  Alert Admin	Give me ur feedback. My feeling tells me NOL is still posting a LOSS. lol.  alexsmith      ( Date: 23-Jul-2013 20:18) Posted: will nol post profit loss or breakeven this coming 7th august?
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alexsmith Member	23-Jul-2013 20:18        alexsmith About Contact  Quote this Post!
x 0   x 0  Alert Admin	will nol post profit loss or breakeven this coming 7th august?
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sgng123 Supreme	17-Jul-2013 00:59        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.joc.com/maritime-news/international-freight-shipping/shanghai-freight-forward-market-volumes-slump-all-time-low_20130716.html Another reason not to read too much on SCFI, very few volume is traded on spot rate transaction. Service contracts between carriers and shippers are still the main venue of freight transaction which are confidential in nature so very difficult to know how much carriers are charging. Only future data can count back on is the monthly container traffic.
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sgng123 Supreme	16-Jul-2013 22:09        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek most likely to hold on to ship as they had invested US $4 billion in renewing fleet to fuel efficient one. The Fleet renewal investments is like adding hidden $2.00 added asset value to NOL share lol, so government die die had to support share price. Noble is a sad growth story  totally banking on china growth for raw industries materials, now china growth is moderating to 7% in coming years so noble share price most likely under $1.00 for a very long time. Olam and wilmar still safe for now since it is building on population growth in asia to support agriculture demand. I was hoping for some kind of carriers merging news to spice up trading activites in shipping counters price so we can punt/short. currently market is bad for punting/shorting activites. hotokee      ( Date: 15-Jul-2013 14:33) Posted: Depends on whether GIC/Temasek are continuing to hold or to sell NOL.   If selling continues, it is likely to be below $1.00, same as Noble Grp pushed downwards continually for nearly half a year. Wait for another few months we may see it move up again to $1.30. Think so only.
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sgng123 Supreme	16-Jul-2013 11:14        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://ciw.drewry.co.uk/trade_route_analysis/supplydemand-asia-wcna-5/#.UeS4Mt_2Prc Link to container demand / supply situation for major east-west route. Tracking the traffic volume is better than blindly following SCFI where the spot rate is mostly influenced by carriers behaviour. From link, would understand why nol result slump in 1Q cos of very weak traffic ( demand) in Feb and March in Transpacific West Coast. Currently Apr and May saw a strong rebound in demand, now waiting to see June number as this source needed like 1 month to gather and post traffic in site. Spot rate high high don meant business is good for NOL, had to be coupled with strong demand ( High load factor) then make money. Spot rate in 1Q is high but volume take a big hit in Feb/March resulting in low load factor.
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heisuke Member	15-Jul-2013 16:05        heisuke About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Hopefully it's worth the wait... itching to sell off but still holding on
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