| Latest Forum Topics / Neptune Orient L Rg |
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NOL
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serious
Master |
12-Mar-2016 10:06
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1.30 is considered almost a done deal . Will the offer prcie go beyond 1.30 ? |
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sgng123
Supreme |
09-Mar-2016 17:45
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EU antitrust approval verdict on 15 April 16 mostly likely followed by US and China verdict. Everything go well, ship should hit CMA offer price in May followed by general offer for all shares. |
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sgng123
Supreme |
06-Mar-2016 14:10
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CMA NOL holding through open market purchase at 3.74% current, combine with temasek it is roughly 71% by may cma should be able to hit 75% bottom neck when the floating free share run dry. Then it is high drama stake when they made formal offer for remaining 25%. Estimate drama could drag out till year end as NOL port terminal portfolio not marked to market valuation and CMA indicated assets divestion of US$1b after offer. Another drama playing out soon in 2q16  |
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sgng123
Supreme |
23-Feb-2016 19:41
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Don need to worry about NOL performance, it up for sale and base offer of 1.30 is there . But the cost effort ongoing which should please CMA less work for them when take over NOL |
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granto
Master |
23-Feb-2016 18:01
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NOL delivers disappointing valedictory full year results:  http://splash247.com/nol-delivers-disappointing-valedictory-full-year-results/ |
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granto
Master |
14-Feb-2016 23:05
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APL Vanda latest mega containership to run aground:  http://splash247.com/apl-vanda-latest-mega-containership-to-run-aground/ |
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jackson5
Master |
10-Feb-2016 10:39
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moving higher by the day closer to approval of anti trust . |
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sgng123
Supreme |
09-Feb-2016 23:41
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NOL expected to outperform STI in 2016 due to the willingness of Temasek to let go of national assets at a discount. After antitrust approval CMA would gain control of 67% through a US$1.6B deal, a buyout deal would follow with base offer 1.30 offer to privatise it. Offer might be sweeten to get 90% since CMA indicate they would delist NOL. Left Right Centre once antitrust approval, it win win for NOL investors considered the brutal blood letting in STI. Good time to look out for heavily discounted blue chips after CMA deal. 1 unit of cash can buy 1.5 share compared 2015, 50% discount |
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sgng123
Supreme |
09-Feb-2016 23:20
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Got demonstration is normal, venting channel for minority interest group. Ship holding and moving inches by inches to offer are signs no problem on antitrust approval amid the jan stock market rout in jan |
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AndyLoss
Master |
09-Feb-2016 20:36
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Seems trouble coming for this deal....1000s of ppl demonstrating against TPP....do u guys still think the deal will go thru..? A bit worried now...seeing all these demonstrations....:) | ||||
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kirana
Senior |
06-Feb-2016 21:05
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This is a goner given that Isthmus @ Kra is work in progress as I heard. |
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beginners
Veteran |
06-Feb-2016 16:07
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Chun bo bro? Or fragrance 88? :p
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sgng123
Supreme |
06-Feb-2016 01:24
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CMA offer to buy up ship is next big event in 2q16, tigerair is goner after SIA get 93%. Enjoy the drama and excitment since this is ah moh vesu local cpf players  |
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infoshare
Senior |
06-Feb-2016 00:22
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NOL   Fragrance hotel |
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infoshare
Senior |
06-Feb-2016 00:20
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NOL building has a new name |
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sgng123
Supreme |
03-Feb-2016 21:32
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3 to 6 months max, so earliest is end march or latest june as provided in circular
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halleluyah
Supreme |
03-Feb-2016 20:13
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Cos no give kopi $$$ mah...lol...It needs 3 authorities frm China, European union n US....
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famouspinky
Supreme |
03-Feb-2016 16:06
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An example of a good company NOL
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sgng123
Supreme |
03-Feb-2016 03
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Where everything in market lose like   30% to 50% of their value in this crisis, CMA offer considered a bonus since u can grab high quality blu chip at stiff discount to book value using cma cash |
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KAMAL0883
Supreme |
03-Feb-2016 14:18
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LOL.... Adik chantek   ...
before this mini crisis $1.40 consider not a good deal but now seem not a bad deal ...
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