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ruready Supreme	24-Feb-2015 09:18        ruready About Contact  Quote this Post!   Yells: "Follow the micro penny , May be this is the last train"
x 0   x 0  Alert Admin	NOL GET READY TO MOVE UP , are you ready
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MetalTrader3 Supreme	24-Feb-2015 03:25        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 1  Alert Admin	NOL could return to profit this year Besides a gain from the USD1.2 billion sale of APL Logistics to Japanese freight forwarding giant Kintetsu World Express, NOL would also gain from substantial fuel savings, said CIMB Securities&rsquo Raymond Yap. Yap has given a 52-week target price of SGD1.53 (USD1.13) for NOL&rsquo s stock, which is currently trading at SGD0.99. He predicts a USD1.02 billion profit for NOL this year, reversing a USD260 million loss for 2014. He also thinks that NOL, led by CEO Ng Yat Chung, could pay 10% of its 2015 net profits to shareholders as dividends. Yap said, &ldquo NOL is likely to enjoy a bumper net profit this year because of the material USD900 million expected capital gain from the sale of APL Logistics, while lower bunker costs, efficiency gains from the newbuilding deliveries, and savings from charter returns will lower APL&rsquo s operating costs. The likely rise in transpacific freight rates in FY15 will also help APL turn a small profit this year.&rdquo Yap said, &ldquo Asia-Europe spot rates will likely come under pressure in 2015 because we expect demand growth to weaken after frenetic restocking activity last year and heavy deliveries of ultra-large container vessels. However, transpacific rates may strengthen as the US economy is robust and carriers are determined to push through 20% higher contract rates from May 2015. NOL has almost twice the transpacific cargoes than Asia-Europe cargoes, so the overall effect is still beneficial.&rdquo The labour dispute between the Pacific Maritime Association and International Longshore and Warehouse Union, which hit shipments to and from the US West Coast, has been tentatively resolved with a settlement on a new five-year pact covering 29 West Coast ports. http://www.ihsmaritime360.com/article/16797/nol-could-return-to-profit-this-year
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MetalTrader3 Supreme	24-Feb-2015 03:18        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Hot stock: Interest in NOL may continue on new development from West Coast ports SHARES of Neptune Orient Lines (NOL), which surged to a high of S$1.065 on Wednesday morning following news of its plans to divest its logistics business, have since stabilised. As at 2.45pm on Monday, NOL was trading at S$1.02, down some 0.49 per cent from Wednesday' s closing price. But NOL may be in play this week again due to positive news related to its core liner business, CMC Markets analyst Nicholas Teo said. " Late Friday, it was announced that the US West Coast dock workers and their employers reached a five-year contract deal. This averted a shutdown of 29 ports that could have cost the US economy and NOL heavily," Mr Teo said. In its recent earnings release, NOL had blamed the industrial slowdown and subsequent congestion in the West Coast ports - a major contributing segment of NOL' s container liner business - as a key reason for the slide in both quarterly and annual revenues for the company. " This new development from the West Coast Ports could offer traders a reason to bid up the stock again," Mr Teo noted. http://www.businesstimes.com.sg/stocks/hot-stock-interest-in-nol-may-continue-on-new-development-from-west-coast-ports
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sgng123 Supreme	23-Feb-2015 20:56        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek will join the MAS and GIC under the Net Investment Returns Framework, and this, together with the rise in Personal Income Tax for top income earners, will " provide additional revenues equal to about 1% of GDP annually for the Budget over the next 5 years" , said Mr Tharman. Statement taken from earlier budget speech, pressure building on TH to divest NOL non core asset and money losing shipping arm. Funny thing is last year 2 shell companies was set up to hold the asset of APL liner and APL logistics, now with APL logistic selling off, the next one should be APL liner itthe big fat asset waiting to be unlocked. APL currently had US $2.5B of new ships, 5 terminal ports in west coast america and amazing 1.1 Million containers boxes ( 20, 40, 45 10% reefers box etc). Terminal ports and container fleet is like fixed asset without generating any revenue to group similar to NOL building. Throw in a APL liner sale then investors would be richly rewarded, no point carry on trying to turn the container shipping around since NOL really don had the talent to do that, just sell it and leave it to the japaness or europeans to turn it around. Japanese shipping giant might turn out to be the black horse again lol due to insane hyper low borrowing  and super ease of getting the loan. NOL management stop their crap and returned investors hard earned money, Sell everything nothing is inexpendable.
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halleluyah Supreme	23-Feb-2015 13:25        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	i' ll re-enter ard 99 n 97/965 again....
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halleluyah Supreme	23-Feb-2015 13:17        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	I bot   at 1.01 n contra last wed when news out....tis bugger i only play contra as i see current tp is 1.06 until it show +ve on next q results. Fr tis 1 yr plus, Sti vry sucks so mainly play contra...fifo or hold vry vry short period only except i long WH n SHS. ruready      ( Date: 23-Feb-2015 12:26) Posted: Sis halleluyah , you bot at what price? I'm bot 102-103, what is your TP halleluyah      ( Date: 23-Feb-2015 10:54) Posted: sell on news....it needs to take a break.....
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charliel3ong Senior	23-Feb-2015 12:52        charliel3ong About Contact  Quote this Post!
x 0   x 0  Alert Admin	been quiet since post-CNY open. around 1.02 so far....seems like all the bullish analyst reports and the APL sales arent enough to trigger the bulls to run wild.
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ruready Supreme	23-Feb-2015 12:26        ruready About Contact  Quote this Post!   Yells: "Follow the micro penny , May be this is the last train"
x 0   x 0  Alert Admin	Sis halleluyah , you bot at what price? I'm bot 102-103, what is your TP halleluyah      ( Date: 23-Feb-2015 10:54) Posted: sell on news....it needs to take a break.....
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halleluyah Supreme	23-Feb-2015 10:54        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	sell on news....it needs to take a break.....
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ascend88 Master	23-Feb-2015 10:42        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	thanks and may all bros....huat ah....     MetalTrader3      ( Date: 23-Feb-2015 01:00) Posted: Dear ascend88, NOL Time had finally arrived.  Your courage since 2014 will be rewarded in 2015. ascend88      ( Date: 17-Feb-2015 17:56) Posted: 0.9 b gain !!!
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danger Supreme	23-Feb-2015 08:58        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	SO TAKING THE AVERAGE BETWEEN THE MOST BULLISH AND THE REST ... NOL SHOULD REACH AROUND $1.30 danger      ( Date: 21-Feb-2015 17:24) Posted: NOL: " Price target $1.53, expect 10.55 ct special dividend," says CIMB danger      ( Date: 21-Feb-2015 17:21) Posted: NOL announced that it was selling wholly-owned APL Logistics for US$1.2bn, netting a gain of US$900m. We upgrade from Hold to Add because the share price should jump with the unlocking of the value of APLL into the balance sheet. Furthermore, it has a dividend policy of 20% of net profit after tax, and we expect shareholders to enjoy a windfall dividend of 10.55 Scts this year, or a dividend yield of 10.7%. The upward revision in the target price is wholly due to the US$900m disposal gain. Our higher target price is based on an unchanged CY15 P/BV of 1.1x (average since 2001), and adding to it the expected CY15 dividend of 10.55 Scts
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danger Supreme	23-Feb-2015 08:33        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Is this stock poised to charge up ... since many of the analysts raised target
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hem2998 Veteran	23-Feb-2015 08:19        hem2998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any chance of a PSA jv? MetalTrader3      ( Date: 23-Feb-2015 04:53) Posted: ***IMPORTANT (Predictor's Instinct): My instinct tells me there will be an "uprising trend (tornadoes) brewing" for NOL, & about to happen in 2015. It will happen very fast before the market can even react.
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ruready Supreme	23-Feb-2015 08:00        ruready About Contact  Quote this Post!   Yells: "Follow the micro penny , May be this is the last train"
x 0   x 0  Alert Admin	SINGAPORE 50 and make money because now is government last term to benefit everyone before next elect so all ah gong stock must be multi dollars time
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MetalTrader3 Supreme	23-Feb-2015 04:53        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 1  Alert Admin	***IMPORTANT (Predictor's Instinct): My instinct tells me there will be an "uprising trend (tornadoes) brewing" for NOL, & about to happen in 2015. It will happen very fast before the market can even react.
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MetalTrader3 Supreme	23-Feb-2015 01:00        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 1  Alert Admin	Dear ascend88, NOL Time had finally arrived.  Your courage since 2014 will be rewarded in 2015. ascend88      ( Date: 17-Feb-2015 17:56) Posted: 0.9 b gain !!!
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MetalTrader3 Supreme	23-Feb-2015 00:57        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 1  Alert Admin	Dear hem2998, some talent. Keep it up :) Those who are destined to make profits, will eventually make profits :) hem2998      ( Date: 20-Feb-2015 11:21) Posted: The sale of APL was a very smart move. Its better than a rights issue and it got more than the market expectation of US750mio-US900mio that was reported some time back Net gains US900m = SGD 1.2b...this is about 45c per share last FY NAV 90c so total about S$1.35 however, even DBS Vickers prices at 1.1x book, which makes it about S$1.48 fair value. with the debt/equity ratio pared doen to 1.08x, its begining to look more attractive at least on the balance sheet. all it needs is a flat or slightly positive quarter and it will start sailing again. its not gonna happen overnight , but look at SMRT and Tiger -- all the ah kong stocks and you will realise the will to keep them alive is stronger than many of the other stocks in the market.   vested sgng123      ( Date: 20-Feb-2015 11:00) Posted: Who care about past stock performance as stock is priced in anticipation of  future earning / growth prospect, US in growth of 3% + this year so they got theme to speculate and time to speculate when the impasses in west coast port is resolved. Buy if u got holding power and short when it hit 1.50+ but there might be TH privatisation as they did it before but fail in 2006. And yes after divestment of APL logisitics, NOL would had problem staying listed due to no previous record of pure container plays in market all is either bundled with logistic/bulk commodity/ship building/ offshore support. For investor interest , it is best to sell off non core asset and TH privatised it buying back all share , cake walk for them since they alreayd owned like 67%. APL liner division still got 2 non revenue generating asset, west coast port terminals and 1.1 million containers fleet, both could bring in billion if divested. Broken ship still got treasure hidden away as sale of APl logitics US $1.2 B which is 64% of total market capitalisation lol. This remind me of Natsteel which is boring industrial but got hidden treasures Natsteel electronics lol. NOL NAV would be $1.36 after deal is approved by shareholder in APR 50% jack up from current NAV.
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MetalTrader3 Supreme	23-Feb-2015 00:55        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	Dear Know-Your-Stuff, Great Insight. Keep it up :) Know-Your-Stuff      ( Date: 22-Feb-2015 11:16) Posted: Thanks to all bro who shared their views on NOL. Since the announcement of APL, i dived in to analyze. Here' s a few key points. 1. NAV for NOL is $1.38 (or US$1.02) after sale of APL. There is a 36% upside based on book value alone. 2. Bloomberg news : US west coast employers signed a 5 years contract with the union / employees. This is a  very good news. President Obama breathed a sign of relief because this will ensure US economy continue its path of recovery, 3%+ GDP growth this year. All 29 ports re-opened on Saturday night (SG time). NOL is a key  liner in the west coast with about 65% concentration there. US economic recovery and this news are  really good news for NOL. I expect their NOL to turn a profit this year. My personal prediction... 3. A few Wall Street investment bankers recently mentioned that container shipping has likely  bottomed after 7 years. Can' t remember exactly which bankers, leave it to you to verify yourself. 4. I guessed TH took a smart calculated move to sell APL. Why sell at this time when everyone say  NOL will be left with no more profitable biz after the sale. Aren' t they  afraid ? It doesn' t look like it. They are the BB. 5. Based on the above. There is a possibility that TH may take it private this year after the APL sale concluded, based on the NAV or slightly higher. Or M& A with a bigger rival. Remember... stock market is forward looking. We can go on arguing here instead of taking actions. By the time it becomes a reality, the price would have soar, and it becomes a buyers' remorse.:) I believed that this is the year for NOL, my own personal view, you don' t have to agree. Time will tell if i can repeat my feat for StatsChippac, buy  when  everyone is said the company is dead. The rest is history. :)
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MetalTrader3 Supreme	23-Feb-2015 00:40        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	RedCliff (Re-enacted):  The debate with MetalTrader on how to attack CaoCao with  all 3 people (Stockhero, Darocupcake & Earlybird14) can be seen as below: EarlyBird14- Chickened Out @ $0.85 (Before the fight), claiming dividend is better. (But NOL had passed his dividend and crossed $1 and hit a high point of $1.065 on18 Feb) Darocupcake- Defeated in Vallianz (Current stock price is halfed when MetalTrader advised) Stockhero- MetalTrader exposed his " Average" Scheme in NOL. Zhuge Liang Debates The Wu Scholars: https://www.youtube.com/watch?v=j6uLpNGdNV8
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MetalTrader3 Supreme	22-Feb-2015 23:53        MetalTrader3 About Contact  Quote this Post!   Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX"
x 0   x 0  Alert Admin	One who lacks basic skill, but like to talk back is considered despicable. One who cheats (using Average), but refused to admit is considered ignorant. One who lack basic skill & cheats (using Average) is considered despicable & ignorant. If you really want to talk with GodOfPredictor about good analysis, ensure you are up to standard 1st. Earlybird14 chickenedout @ $0.85. GodOfPredictor held his strength and maintain his prediction for the future. ($1.065 to $1.50 range)   stockhero      ( Date: 22-Feb-2015 23:34) Posted: Maybe you want exclude me from the ' 3 people' . I am really nobody compared to darocupcake and earlybird14 who have provided really good analysis for NOL. Nontheless, I seriously think that you are really mentally ill, very ill indeed. Anyway, I wish you and everyone here a very happy chinese new year. MetalTrader3      ( Date: 22-Feb-2015 06:23) Posted: 21 Feb (Deadline: Saturday@ 2400hrs), all 3 people (Stockhero, Darocupcake & Earlybird14)- None had been able to stand up to MetalTrader' s Prediction. Happy New Year!
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