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mrwise Supreme	02-Dec-2015 07:05        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Just to recorrect my statement.  PSA may be interested in the ports that NOL have. Think the ports worth a lot..... mrwise      ( Date: 02-Dec-2015 07:01) Posted: Look at Business Times today...PSA international is interested in the terminals that NOL have.  This is getting interesting.... Shortist kana burn fast.....
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mrwise Supreme	02-Dec-2015 07:01        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 1  Alert Admin	Look at Business Times today...PSA international is interested in the terminals that NOL have.  This is getting interesting.... Shortist kana burn fast.....
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sgng123 Supreme	02-Dec-2015 01:14        sgng123 About Contact  Quote this Post!
x 0   x 1  Alert Admin	That why i mention never use current stock price as a gauge in M& A deal. Stock price can be manipulated as and when Ah gong wanted since TH got massive silver bullets and hold 67% holding. They can really double current stock price without breaking a sweat and shortists who get caught paying the price. Share price valuation is accurate when it is traded with 90% free floated, sadly in NOL case it is like 33% .... abyss level of free floated. NOL share price good for those who do daily trade for coffee money. What if tomorrow BB decided to push up NOL as much as 20% then the asking price also changed for CMA ?, so the real deal is the NAV and hidden value of NOL which sadly we don had access to it. Any bid price is possible now but bid above 1.50 is highly possible. Stay safe and don speculate in NOL is advice to all, it is just too dangerous out there.
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Charlie2310 Senior	02-Dec-2015 00:13        Charlie2310 About Contact  Quote this Post!
x 1   x 1  Alert Admin	Time to look at facts again... Bloomberg article said US$2.2billion, translating to $3.1billion in SGD terms.  Based on their wording, it seems that the whole NOL is worth that amount.  If that is the case, the share price would be $1.18 (in line with what someone worked out). However, it doesn' t make logical sense.  We know that Temasek already rejected a $1.50 offer earlier (backed by CIMB).  Why then would they accept one that is lower in value and still grant exclusivity?  Thus, what Bloomberg might actually meant was the amount was for Temasek' s stake.  This will translate to $1.78 (someone quoted $1.80, I believe he rounded up). However, this might also seem like a ridiculous gain (nearly 50% upside on current price).  But then again, with Maersk hanging around like a vulture, why can' t we expect a good price?  All in all, the deal has already been done, a price already struck.  Now all we can do is to wait.  Once CMA gets its financing, we will have the final price.  For those gutsy enough, I feel that current price still has strong potential upside with downside seems to be capped ($1.18).  The deal is done.  Unless the financing fails, CMA will get NOL.    CMA CGM got its credit rating upgraded earlier in the first half of the year stands at positive and stable.
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sgng123 Supreme	01-Dec-2015 22:46        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyway 3 more trading days then it kaboom 7 dec 15 next monday, CMA had to make a decision soon or just drop out of the race for NOL.
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Ray12888 Veteran	01-Dec-2015 22:29        Ray12888 About Contact  Quote this Post! Style: Technical   Mood: Yells: "MoneyInTheChart com / blog"
x 0   x 0  Alert Admin	Since the BB is buying, I think there must be some good news in the making.
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sgng123 Supreme	01-Dec-2015 22:14        sgng123 About Contact  Quote this Post!
x 1   x 1  Alert Admin	Don rely on current stock price for any indication for bid price too since stock price can be easily manipulated by BB. Only thing u can trust is the NAV current = S$1.38 but hidden value over at the 8X port terminals NOL holding. That divestment could easily rival APLL proceed since assets are bought donkey years ago.
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sgng123 Supreme	01-Dec-2015 22:11        sgng123 About Contact  Quote this Post!
x 1   x 1  Alert Admin	Guys don mislead the article, the 2.2B thing is current NOL share capitalisation not the bid price. Bid price currently is unknown and high chance it would be higher than NOL book value of S$1.38 that is more or less confirmed by temasek refusal on 1.50 offer earlier on. Temasek valued NOL at US$4B in 2004 where they offered S$2.80 per share and outstanding shares that time is 1.9B shares  before the 3 for 1 right issue in 2007. Do the calculation and u get the 4B figure but that is 10 years ago valuation, now we don know what temasek ideal price range is, so all just pray that all.
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mrwise Supreme	01-Dec-2015 21:48        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Stock is about buying when there is a potential gain. Look far.... For this case....it is getting nearer and coming soon.. ecekca      ( Date: 01-Dec-2015 21:43) Posted: what great potential? pity the takeover company.... mrwise      ( Date: 01-Dec-2015 20:48) Posted: This is a stock of great potential! Cheers
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ecekca Elite	01-Dec-2015 21:43        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	what great potential? pity the takeover company.... mrwise      ( Date: 01-Dec-2015 20:48) Posted: This is a stock of great potential! Cheers! gsasgx      ( Date: 01-Dec-2015 20:37) Posted: mrwise is always so positive for NOL counter, i like :)....
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mrwise Supreme	01-Dec-2015 20:48        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 1  Alert Admin	This is a stock of great potential! Cheers! gsasgx      ( Date: 01-Dec-2015 20:37) Posted: mrwise is always so positive for NOL counter, i like :).... mrwise      ( Date: 01-Dec-2015 20:27) Posted: Tomorrow will be a chionging up day!
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mrbean249 Senior	01-Dec-2015 20:47        mrbean249 About Contact  Quote this Post!
x 0   x 0  Alert Admin	They reparaphrase bloomberg wrongly... their source is from bloomberg AndyLoss      ( Date: 01-Dec-2015 20:24) Posted: this article is released 1 hour back... bloomberg came in the morning... so if this article is correct then this is the latest news...
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DONTBEEVIL Veteran	01-Dec-2015 20:41        DONTBEEVIL About Contact  Quote this Post! Style: Combined   Mood: Yells: "Have Patience and Discipline"
x 0   x 0  Alert Admin	NOV 30, 2015 Soren Toft, chief operating officer for Maersk' s Liner business, told a media roundtable that if the discussions fail, " It depends on the conditions, that' s for sure, but you have to look at it as ' if there' s a viable deal space, we will of course look into it' ." He declined to comment on what compelled NOL to enter into exclusive talks with CMA CGM " other than to say we have been in discussions &hellip But generally, we' re always looking at opportunities for CONOLIDATING." Toft  added  that any acquisition would result in ENHANCING SYNERGIES rather than the " irrational, mindless pursuit of expansion." The Maersk executive also stated that " This industry is in NEED of consolidation to the extent that if it MAKES SENSEE for us to participate, then WE WILL DO SO.
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pseudo Member	01-Dec-2015 20:39        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Source material link to bloomberg is in the article. This article just paraphrase. Not the first time shipping news sites misquoted an major news network. AndyLoss      ( Date: 01-Dec-2015 20:24) Posted: this article is released 1 hour back... bloomberg came in the morning... so if this article is correct then this is the latest news...
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gsasgx Member	01-Dec-2015 20:37        gsasgx About Contact  Quote this Post!
x 0   x 0  Alert Admin	mrwise is always so positive for NOL counter, i like :).... mrwise      ( Date: 01-Dec-2015 20:27) Posted: Tomorrow will be a chionging up day!
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AndyLoss Master	01-Dec-2015 20:36        AndyLoss About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.tradewindsnews.com/finance/377716/cma-cgm-seeks-nol-cash anyone got access ?
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mrwise Supreme	01-Dec-2015 20:27        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 1  Alert Admin	Tomorrow will be a chionging up day!
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AndyLoss Master	01-Dec-2015 20:24        AndyLoss About Contact  Quote this Post!
x 0   x 0  Alert Admin	this article is released 1 hour back... bloomberg came in the morning... so if this article is correct then this is the latest news...
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f16force Senior	01-Dec-2015 20:12        f16force About Contact  Quote this Post!
x 0   x 0  Alert Admin	US2.2b x 1.41/67% x 2.6 billion shares
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pseudo Member	01-Dec-2015 20:11        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	According to financial report.. 2.5bil equity value is nav 1.35... anyway artcle below misquoted bloomberg.. Bloomberg line CMA CGM should demonstrate it has sufficient financial resources before making a definitive bid for Neptune Orient, which has a market value of S$3.1 billion ($2.2 billion) Article below The world&rsquo s third-largest shipping line is currently in talks with various banks to acquire a loan which will enable it to buyout Neptune Orient Lines for an alleged US$2.2 billion,  according to Bloomberg. Totally not the same...
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