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sgng123 Supreme	19-May-2016 22:10        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	10.64% cma everyday buying at 1.29 lol
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ThisIsMe Member	17-May-2016 23:05        ThisIsMe About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	This I agree. :) famouspinky      ( Date: 17-May-2016 16:52) Posted: No other ways in terms of value. ThisIsMe      ( Date: 17-May-2016 16:19) Posted: Hi, I can understand what you mean by " Good company as in gd balance sheet" . This is one way of defining a good company. There happen to be other ways. But I don' t understand what you mean by " I like u to disagree intelligently" . Is this a sarcastic comment, a condescending comment or a compliment?
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sgng123 Supreme	17-May-2016 21:50        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	10.5% dated 17 May 16. They buying up whoever selling at 1.29 and slow ass progress as free float share dry up.
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famouspinky Supreme	17-May-2016 16:52        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	No other ways in terms of value. ThisIsMe      ( Date: 17-May-2016 16:19) Posted: Hi, I can understand what you mean by " Good company as in gd balance sheet" . This is one way of defining a good company. There happen to be other ways. But I don' t understand what you mean by " I like u to disagree intelligently" . Is this a sarcastic comment, a condescending comment or a compliment? famouspinky      ( Date: 16-May-2016 14:46) Posted: I like u to disagree intelligently. Good company as in gd balace sheet
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ThisIsMe Member	17-May-2016 16:19        ThisIsMe About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	Hi, I can understand what you mean by " Good company as in gd balance sheet" . This is one way of defining a good company. There happen to be other ways. But I don' t understand what you mean by " I like u to disagree intelligently" . Is this a sarcastic comment, a condescending comment or a compliment? famouspinky      ( Date: 16-May-2016 14:46) Posted: I like u to disagree intelligently. Good company as in gd balace sheet. ThisIsMe      ( Date: 16-May-2016 14:40) Posted: Whereas I can see your point of view, I respectfully disagree. NOL was a beautiful company years ago when vertical integration is critical to success - providing end-to-end, (一 条 龙 ) service. From land transportation to port operations to actual shipping, both sides. The world has changed though. Today, it is the companies that can do 1-2 core things very well that becomes successful: if you are a shipping firm, just do shipping, but do it big-big-many-many and cheap-cheap. Anything not within core competency to outsource out. CMA is one such company - focused on shipping and not interested in non-shipping. I think of NOL' s sale to CMA has something inevitable and whose time as come. The shipping portion goes to CMA, the port operations will go to someone else and so the other portions not related to shipping (which is CMA' s core business). ---
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sgng123 Supreme	17-May-2016 00:40        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	CMA most likely would buy everyday till antitrust clearancs by us and china, they also know 1.30 offer only temasek would unload and difficult to secure 90%. Almost 6 months passed only managed to get 10% through open market buy. Nobody in right mind to do open market purchase when prec9ndition not meet.
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serious Master	16-May-2016 22:34        serious About Contact  Quote this Post!
x 0   x 0  Alert Admin	CMA managed to buy some at 1.285 , delay of antitrust really make some feel uneasy to hold on to the shares.
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sgng123 Supreme	16-May-2016 15:28        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope antitrust approval next week come so cma can start 1.30 offer then after 1 month start the delist offer as cma become biggest stake holder. Long ass wait if u hoping for better offer as cma need to get temasek stake. Currently cma offer would become unconditional once antitrust clearanca as it only need 50% plus 1 stake to sign off
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famouspinky Supreme	16-May-2016 14:46        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	I like u to disagree intelligently. Good company as in gd balace sheet. ThisIsMe      ( Date: 16-May-2016 14:40) Posted: Whereas I can see your point of view, I respectfully disagree. NOL was a beautiful company years ago when vertical integration is critical to success - providing end-to-end, (一 条 龙 ) service. From land transportation to port operations to actual shipping, both sides. The world has changed though. Today, it is the companies that can do 1-2 core things very well that becomes successful: if you are a shipping firm, just do shipping, but do it big-big-many-many and cheap-cheap. Anything not within core competency to outsource out. CMA is one such company - focused on shipping and not interested in non-shipping. I think of NOL' s sale to CMA has something inevitable and whose time as come. The shipping portion goes to CMA, the port operations will go to someone else and so the other portions not related to shipping (which is CMA' s core business). --- famouspinky      ( Date: 15-May-2016 22:37) Posted: Nol is a beautiful company..a very good example of a very good company..it's the mgmt that destroyed it..the same mgmt will destroy everything if this carries on
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ThisIsMe Member	16-May-2016 14:40        ThisIsMe About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	Whereas I can see your point of view, I respectfully disagree. NOL was a beautiful company years ago when vertical integration is critical to success - providing end-to-end, (一 条 龙 ) service. From land transportation to port operations to actual shipping, both sides. The world has changed though. Today, it is the companies that can do 1-2 core things very well that becomes successful: if you are a shipping firm, just do shipping, but do it big-big-many-many and cheap-cheap. Anything not within core competency to outsource out. CMA is one such company - focused on shipping and not interested in non-shipping. I think of NOL' s sale to CMA has something inevitable and whose time as come. The shipping portion goes to CMA, the port operations will go to someone else and so the other portions not related to shipping (which is CMA' s core business). --- famouspinky      ( Date: 15-May-2016 22:37) Posted: Nol is a beautiful company..a very good example of a very good company..it's the mgmt that destroyed it..the same mgmt will destroy everything if this carries on. famouspinky      ( Date: 15-May-2016 22:28) Posted: Toxics r the non profit making entity.. the mgmt who is not in this direction ..not only not mkg profits but full of politics. Hw can any profit organisations run like this
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sgng123 Supreme	15-May-2016 23:11        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	CMA display their urgency to delist nol through active open market purchase, 350mil spent on 10.36%. They might already dig a hole which later difficult to get out, key to success privatisation is low profile. Making of big stock drama 2016 in progress
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famouspinky Supreme	15-May-2016 22:39        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ask urselves, hw long to have another company like this? 40y to build..40.. famouspinky      ( Date: 15-May-2016 22:37) Posted: Nol is a beautiful company..a very good example of a very good company..it's the mgmt that destroyed it..the same mgmt will destroy everything if this carries on. famouspinky      ( Date: 15-May-2016 22:28) Posted: Toxics r the non profit making entity.. the mgmt who is not in this direction ..not only not mkg profits but full of politics. Hw can any profit organisations run like this
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sgng123 Supreme	15-May-2016 22:38        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The funny thing cma buying in open market for last 5 months tells us 1. Antitrust approval most likely ok.   2.they not confident 1.30 offer can delist nol so buy open to save money on second delist offer   3. There is a urgency to complete deal before year end due to new alliance next year. In summary no buyers would do open market purchase when pre offer condition not meet unless due to fear of delist failure and confidence of antitrust approval
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famouspinky Supreme	15-May-2016 22:37        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nol is a beautiful company..a very good example of a very good company..it's the mgmt that destroyed it..the same mgmt will destroy everything if this carries on. famouspinky      ( Date: 15-May-2016 22:28) Posted: Toxics r the non profit making entity.. the mgmt who is not in this direction ..not only not mkg profits but full of politics. Hw can any profit organisations run like this? ThisIsMe      ( Date: 15-May-2016 22:16) Posted: famouspinky - a little unfair to say that non-shipping-parts are " toxics" . I think its just that these parts are not core to CMA' s shipping business. these non-shipping-parts are still valuable to other companies running ports and other businesses.
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sgng123 Supreme	15-May-2016 22:30        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wait out CMA 1.30 offer to end after antitrust approval. Would take like 1 month and cma holding would surge to 80%, according to sgx takeover code a general offer had to be made if more than 30% stake traded. C MA had to make general offer to rest of shareholder on the second wave, high chance we get a better deal since it cheaper to buy over all after getting th stake. In short 1.30 offer is between temasek and cma, we wait for better deal, nothing to buy anyway in this market. Remainig shareholder most likely cpf so got holding power and cma need to price it right to make delist a success
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famouspinky Supreme	15-May-2016 22:28        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Toxics r the non profit making entity.. the mgmt who is not in this direction ..not only not mkg profits but full of politics. Hw can any profit organisations run like this? ThisIsMe      ( Date: 15-May-2016 22:16) Posted: famouspinky - a little unfair to say that non-shipping-parts are " toxics" . I think its just that these parts are not core to CMA' s shipping business. these non-shipping-parts are still valuable to other companies running ports and other businesses. famouspinky      ( Date: 15-May-2016 17:14) Posted: The Frenchmen will strip her bare and dispose all toxics. This is a example of a business organisation. Not one who do ns or charity
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ThisIsMe Member	15-May-2016 22:16        ThisIsMe About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	famouspinky - a little unfair to say that non-shipping-parts are " toxics" . I think its just that these parts are not core to CMA' s shipping business. these non-shipping-parts are still valuable to other companies running ports and other businesses. famouspinky      ( Date: 15-May-2016 17:14) Posted: The Frenchmen will strip her bare and dispose all toxics. This is a example of a business organisation. Not one who do ns or charity. ecekca      ( Date: 15-May-2016 16:42) Posted: the french company that is going to takeover NOL good luck to them.. in a couple of years time..
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ThisIsMe Member	15-May-2016 22:12        ThisIsMe About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	I think so too! CMA is a shipping company. NOL is a Shipping-Company-Plus. In my opinion, CMA is buying NOL-the-shipping-company. This means that there' s still money for CMA when they sell off these non-shipping parts of NOL. Hopefully these will make it worth (much!) more than the $1.30 price that they' ve agreed with Temasek.  Like you say, it' ll take > $1.30 to convince the remaining 10%+ (90-77%) shareholders to sell to CMA. I' m eagerly waiting for their offer. :) sgng123      ( Date: 15-May-2016 18:43) Posted: Cma would strip bare all non performing asset and leave only the APL brand and ships. Lot of layoff in the port terminals and rail transport as cma already indicate the gona divest asset after merger for 1bil to par down debt, big chuck of that divestment would from nol portfolio that why the ex ceo spill the beans before offer made public lasy year. Current offer price exclusive of divestment gain post merger. That why cma had difficulty buying in open last 5 months   10.34% currently at offer price range
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sgng123 Supreme	15-May-2016 18:43        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cma would strip bare all non performing asset and leave only the APL brand and ships. Lot of layoff in the port terminals and rail transport as cma already indicate the gona divest asset after merger for 1bil to par down debt, big chuck of that divestment would from nol portfolio that why the ex ceo spill the beans before offer made public lasy year. Current offer price exclusive of divestment gain post merger. That why cma had difficulty buying in open last 5 months   10.34% currently at offer price range
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famouspinky Supreme	15-May-2016 17:14        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	The Frenchmen will strip her bare and dispose all toxics. This is a example of a business organisation. Not one who do ns or charity. ecekca      ( Date: 15-May-2016 16:42) Posted: the french company that is going to takeover NOL good luck to them.. in a couple of years time..   famouspinky      ( Date: 15-May-2016 15:53) Posted: What will 1 do when u see a seabed of thrash when low tide? Remember, don't litter.
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