| Latest Forum Topics / Neptune Orient L Rg |
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NOL
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MetalTrader3
Supreme |
02-Apr-2015 02:22
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Edited Typo Error Dear NOL Mgmt, Liner Strategy (Long Term):  In order to push NOL forward, NOL Liner Business need to  merge with Top Shipping Company. Either      Hapag-Lloyd or Maersk Line  will be ideal. Backhaul loads can be resolved. Once successful, share price within $1.065 to $1.50 range is possible. For over $1.50, the NOL Liner Business must after merger & became a huge profitable business after certain period. In regard to Oil Price, oil will be relatively suitable for better NOL Profits Margin as current oil price is good for shipping industry. NOL can make use of this opportunity to conduct reform & merger for its Liner Business. My Outlook remains unchanged that NOL will reach  between $1.065 to $1.50 range  as quoted in 2014 prediction. Any value above $1.065 (my reputation bet will be fulfilled within stated prediction timeframe). Thank You.   |
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MetalTrader3
Supreme |
02-Apr-2015 02:12
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Dear NOL Mgmt, Liner Strategy (Long Term): In order to push NOL forward, NOL Liner Business need to merge with Top Shipping Company. Either    Hapag-Lloyd or Merask Line will be ideal. Backhaul loads can be resolved. Once successful, share price within $1.065 to $1.50 range is possible. For over $1.50, the NOL Liner Business must after merger & became a huge profitable business after certain period. In regard to Oil Price, oil will be relatively suitable for better NOL Profits Margin as current oil price is good for shipping industry. NOL can make use of this opportunity to conduct reform & merger for its Liner Business. My Outlook remains unchanged that NOL will reach between $1.065 to $1.50 range as quoted in 2014 prediction. Any value above $1.065 (my reputation bet will be fulfilled within stated prediction timeframe). Thank You.   |
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MetalTrader3
Supreme |
01-Apr-2015 14:10
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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The GodOfPredictor shall awaits the Glorious Victory of NOL! Nice Song (GodOfGambler), Enjoy: https://www.youtube.com/watch?v=_87PFerrYsE& index=28& list=FLIGZIWveB2xf_-PhUBfo0Mg |
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MetalTrader3
Supreme |
01-Apr-2015 13:48
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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At $1- The Market is fighting for shares of NOL. (Buy, Sell/ Hold ?) Who shall be the biggest winner,  (Buyer/ Seller/ Holder), inclusive of Goldman Sack & MetalTrader support with various Banks Analysis had given the upgrade + Tamasek Holdings Current 67%? |
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MetalTrader3
Supreme |
01-Apr-2015 13:40
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Dear NOL, the birdie (Earlybird14) had flew back to laugh at you. it is time to prove to the world what is your worth :) Destroy the ignorant by SWIFT! ~Poem by MetalTrader  (Newest Version of NOL Poem- named The Birdie)  
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MetalTrader3
Supreme |
01-Apr-2015 13:30
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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I,MetalTrader, GodOfPredictor, strongly believe in my opinion that " Merger with Top Container Line" may be an option for NOL. The Great Value within NOL, with or without Merger, is very significant for every investors. Even Temasek bought at 2x+ higher price than current price. News: SINGAPORE -  Trading activity in shipping company Neptune Orient Lines (NOL) surged to a two-year high on Wednesday, buoyed by a report from an international broking house that upgraded the stock to a ' buy' and fresh rumours of a potential takeover. NOL, South-east Asia' s biggest container line, jumped 6.9 per cent or 6.5 cents to S$1.01. Some 23 million shares also changed hands, notching the highest daily volume since Jan 10, 2013. This came after Goldman Sachs upgraded the stock from ' neutral' to ' buy' with 12-month target price of a S$1.30 on Wednesday, citing an expected recovery in international trade, the company' s stronger balance sheet and a possible merger and acquisition (M& A). NOL   may start making profits again in 2015 due to its exposure to trans-Pacific trade from Asia to the United States, Goldman said. It expects stronger consumer spending in the US to boost that trade this year. Goldman added that the sale of NOL' s profitable logistics business to Japanese freight forwarder Kintetsu World Express for US$1.2 billion in cash would shore up NOL' s balance sheet. " Balance sheet gearing had been our concern in the past, but we see this as partly restored." It also hinted at a possible takeover for NOL. Noting that the company' s valuations have reached a historic trough, it said: " Longer-term, we think ongoing consolidation of the industry may mean potential M& A opportunities." It did not say in its report whether NOL was more likely to be the acquirer or acquired, and declined to elaborate when contacted by The Business Times. Still, the report triggered a fresh wave of takeover rumours, which analysts said may have propelled the stock upwards on Wednesday. The US$1.8 billion container line' s natural partner would be Orient Overseas International, controlled by the family of Hong Kong' s first post-colonial leader, according to a Bloomberg report that cited Credit Suisse. The shipping industry has already seen two high-profile M& A deals in recent months, including the merger of Germany' s biggest container shipping line Hapag-Lloyd and Chile' s CSAV to form the world' s fourth-biggest ocean carrier, as well as Hamburg Sud' s purchase of Chilean shipper CCNI. Both happened last year. NOL had also said after announcing its APL Logistics sale in February that it would consider all options for its liner business. When contacted on Wednesday about a possible M& A, an NOL spokesman told The Business Times: " It is not our practice to comment on market speculation." Analysts were equally cagey on the topic of whether NOL may be the next in line. One analyst from an international brokerage, who did not want to be named, said that none of the big M& As over the past 12 months have involved Asian shipping firms, so it would be difficult to infer a trend. There are no obvious buyers, he said, adding: " There are always people who have cash, like Maersk, but it' s whether they want to grow through acquisitions or organically." However, DBS analyst Suvro Sarkar said in the Bloomberg report that European shippers such as Hapag-Lloyd may be interested in NOL for its trans-Pacific routes. Other analysts think NOL is more likely to be looking to buy, now that it has cash after selling APL Logistics. Rahul Kapoor, a director at Drewry Maritime Services, said that NOL has become a symbol of the Singapore shipping industry, and an exit by Temasek Holdings is very unlikely. Temasek paid S$2.80 per share in 2004 to boost its stake in NOL from 30 per cent to around 69 per cent. It now owns about 67 per cent, according to Bloomberg. http://business.asiaone.com/news/buy-upgrade-and-takeover-remours-buoy-nol |
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sgng123
Supreme |
31-Mar-2015 17:21
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Don bet on SCFI movement, too unreliable as when the index shoot up ship go down the opposite way. Rather i prefer to bet on takeover news and more divestment for NOL. Better still NOL sell away the entire shipping business to japanese for a princely sum then settle all debt before returning a fat dividend to investors. Best case senario, depending the shipping industry to recover take too long as too much capacity on the supply side. APL liner still got more non core assets to dispose off so more hidden jewels to be discovered. Currently we near the end of 1Q, so yesterday and today lot of positions need to be closed ( short / long ), basically boring session. US shot up 260pts last night and STI is like dead fish lol, so cannot take US/European market as reference, singapore stock market sucks better off for NOL to delist and return value to share holders. earlybird  u never learn the lesson u got from metal trader lol, heard u got bashed badly and remain silent for months after u got smashed by him. |
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earlybird14
Supreme |
31-Mar-2015 16:28
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Container freight rate sinking to 52 week low. Signal for big correction coming, especially US market. |
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limkt009
Master |
31-Mar-2015 16:25
Yells: "Watch your front, grab $$$$$$$$ at your own time" |
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You run...it still sink, you should jump ship into the sea and meet the sharks...
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halleluyah
Supreme |
31-Mar-2015 16:06
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ah kong' s ship is sinking......run...... |
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ascend88
Master |
30-Mar-2015 11:42
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We should be looking at March 2012 price by now ... Stay tune ... | ||||
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ascend88
Master |
30-Mar-2015 11:41
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Good start to the week .. Need to break 104 | ||||
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MetalTrader3
Supreme |
28-Mar-2015 13:45
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Nice Song 【 新 三 國 MV】 千 古 蜀 相 (諸 葛 亮 個 人 ),   Enjoy :) :  https://www.youtube.com/watch?v=-Um3ANmd4cE& index=64& list=FLIGZIWveB2xf_-PhUBfo0Mg
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sgng123
Supreme |
27-Mar-2015 09:42
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Similar trading pattern repeat again, go up on rumour then off on low volume traded. As the April 15 metting draws near, share most likely would move north to reach post APLL divestment of NTA US $1.02 ( $1.38- 1.40). Ship trading range approx at 1.0X P/B for all these 4 losses years. Hope this year earning pick up and ship would trade at higher valuation of 1.1-1.2 P/B range. This price level range noone wanna go in and everyone waiting for the big boys to push it north. Herd mentality, everyone waiting lol. |
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KAMAL0883
Supreme |
26-Mar-2015 17:13
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ooopppp  pai seh , pai seh ..... old ginger hot !!! lol how old are you ?  
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guiren
Veteran |
26-Mar-2015 16:30
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No worry, yesterday Dow dropped 200+ points, today NOL up in volime and price ,, tonight Dow up ,,    Friday NOL will be flying both  volime and price , |
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halleluyah
Supreme |
26-Mar-2015 13:47
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Im lau aunty lah...it ran up frm 0.945 till 1.04...need to rest liao if not ah kong' s ship will catch fire....Now jeep VIKING as aredi hit bottom....TP 0.08
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KAMAL0883
Supreme |
26-Mar-2015 13:28
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wow brother , run so fast ?  ka ka fight longer lah ,,,, anyway congrats for the profit
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uchihaclan
Veteran |
26-Mar-2015 11:23
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TP 1.25 |
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halleluyah
Supreme |
26-Mar-2015 11:18
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took profit liao....1.04 resistent |
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