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NOL
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MetalTrader3
Supreme |
12-Dec-2014 00:08
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Energy Economy Change:
NOL is changed from defensive position (Oil lead at High Price in past 4 years) to attacking position (Oil lead at recording Low Price). NOL is about to attack in all directions at the Red Cliff Scenario whereby recording Low Oil purchase provide fuel to its own fleet of ships. It had generated enough firepower to steal profits from opposing opponents. I am not afraid of him, I have been waiting for this day! Attack! https://www.youtube.com/watch?v=LPVUScNi0HQ&list=FLIGZIWveB2xf_-PhUBfo0Mg&index=13 ● Energy investors call for sustainable business strategies www.pennenergy.com/articles/pei/2014/12/energy-investors-call-for-sustainable-business-strategies.html ● Good Oil Price mobile.bloomberg.com/news/2014-12-11/fed-bubble-bursts-in-550-billion-of-energy-debt-credit-markets.html |
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MetalTrader3
Supreme |
11-Dec-2014 23:43
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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A battle will had to be fought & NOL had potential to become a rising leader in SGX market. Shipping stocks had a larger potential than Oil stocks in Year 2015 - to be contributed by lower oil purchase price.
(https://m.youtube.com/watch?v=nvGnZye9Fvs) NOL had posed to become a more reliable & stable stock due to its ability to purchase cheaper oil. It is in a more fairly stronger position as compared to most stocks. Further oil price drop generate a greater margin profits in 2015 year. Shipping Cycle Turnaround is near & potential capability is large. ● Marco Factor (cheaper fuel) plays a large part to NOL stability. - Crude Oil (WTI) had hit USD60.51/ barrel continues to generate momentum for NOL to purchase cheaper fuel for most of its non-leased ships. ● Micro Factor (internal cost saving & potential sales of APL estimated @ USD 1 billion +) |
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Lucky03
Elite |
11-Dec-2014 23:12
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The spike yesterday was probably due to the news below. If APL logistic is sold below $1b, NOL price may drop. On the contrary, if it is sold above $1b, it should finally spike up and move higher.
From JOC : Three firms appear on shortlist to buy APL Logistics Greg Knowler, Senior Asia Editor | Dec 11, 2014 4:33AM EST HONG KONG ? APL Logistics is moving closer to the checkout queue with three companies reportedly on the shortlist to buy the NOL Group logistics unit, one based in Korea and two U.S. firms. So far CJ Korea Express, South Korea's largest transport and logistics company, is the only company to confirm, via a Korea Exchange filing, that it has been shortlisted to take over APL Logistics. The other two companies have been identified by Bloomberg as New York-based private equity firm KKR & Co. and U.S. third-party logistics provider XPO Logistics, based in Connecticut. The price tag is $1 billion, with final offers expected by next month. XPO Logistics has been in heavy acquisition mode recently. Its freight brokerage unit acquired 3PD, Optima and Pacer, generating huge increases in revenue and margins in the third quarter, with Pacer?s forwarding operations helping to grow international transactions. XPO also took over New Breed Logistics, completing the acquisition in September, ACL in July, and NLM was acquired by the company?s expedited transportation division. Could APL Logistics be the next company to be absorbed by a fast-expanding XPO? The U.S. logistics operator appears to be in a strong position to make a concerted bid for APL Logistics following a third quarter that Bradley Jacobs, chairman and chief executive officer, described as ?transformational?. ?We raised $1.2 billion of capital to fund our growth. We generated a net revenue increase of more than 400 percent, reflecting the benefit of acquisitions and 48 percent organic growth,? the XPO Logistics head said in an earnings statement. Despite the acquisitions, or perhaps because of them, XPO Logistics? net loss for the first nine months of the year rose to $53.6 million, up from $37.9 million in 2013. CJ Korea Express has been planning on growing its business outside its home base and APL Logistics will give the Korean company a global reach in core verticals of auto, consumer, industrial and retail following steady demand growth across all markets, particularly in Asia and the Middle East. NOL has remained tight lipped about the sale, referring queries to its statement to the Singapore exchange back in August where the group said it continually evaluates all available options ?to improve the strategic positioning and performance of its businesses,? and these included the possible sale or listing of its logistics business as a separate, stand-alone unit. APL Logistics accounted for 18 percent of NOL?s revenue in 2013, and Barclays said in a note to customers that the sale of the unit could lead to lower future returns. Andy Lane, partner at Container Transport International (CTI), said the divestment of APL Logistics would help with the cash flow. ?APL Logistics is a very successful company if you benchmark it against other shipping lines? forwarding arms,? he said. ?It is way ahead of Damco, for instance. It doesn?t make enough to balance APL?s losses, but it is profitable.? NOL Group reported a third-quarter loss of $23 million with weak freight rates and lower volumes affecting earnings at its container shipping division, APL. Chronic port congestion on the U.S. West Coast raised the line?s operating costs, as a significant portion of the fleet is deployed on the Asia-U.S. trade. APL has been aggressively cutting costs over the last two years, which delivered $290 million in savings from January through September. Lane said APL had put 34 new and efficient ships on the water over the last three years while getting rid of 59 old and chartered ships, but that has left the company with an unhealthy debt-to-equity gearing ratio. ?APL is in a situation where it simply can?t add more debt into its profile and may be forced into selling its APL Logistics to improve the gearing and get healthy again,? he said. Third-quarter revenue at APL Logistics reached $399 million, an increase of 8 percent from a year ago, with core EBIT of $15 million. ?APL Logistics continued its steady performance year-over-year as a result of growth in key emerging markets,? APL Logistics president Beat Simon said when the results were announced in October. ?We remain focused on growing our business in key industry verticals and high-growth markets.? Contact Greg Knowler at [email protected] and follow him on Twitter: @greg_knowler. |
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earlybird14
Supreme |
11-Dec-2014 09:20
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can stayat 83 level on 12 Dec is good. At least uptrend cycle continue after 2 times distribution at 85 level. |
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MetalTrader3
Supreme |
10-Dec-2014 22:52
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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10 Dec closing @ $0.835- I lower my prediction forecast on 12 Dec ($0.87) to revised $0.855/higher. | ||||
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MetalTrader3
Supreme |
10-Dec-2014 22:48
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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10 Dec closed @ $ 0.835 (actualized)
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earlybird14
Supreme |
10-Dec-2014 17:21
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Not breaking out last high but distribution with high volume again. A bit disappointed. Still hope for the best till sales of APL logistic and benefit from low bunker cost.
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famouspinky
Supreme |
10-Dec-2014 16:35
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There's time for everything
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haizzz
Senior |
10-Dec-2014 16:34
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This is a shortist exchange....where the shortists are encouraged to shorttttt.....
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famouspinky
Supreme |
10-Dec-2014 16:25
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If u hadn't seen 1, does not mean there isn't 1 and that 1or few may not want to reveal.
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Gendut
Senior |
10-Dec-2014 16:23
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What the hell is wrong with this NOL?? Where they get all these sellers from?
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Arbitrader
Member |
10-Dec-2014 15:53
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No single trader is right ALL the time......... Quote: Stanley Druckenmiller, " It' s not whether you' re right or wrong that' s important, but how much money you make when you' re right and how much money you lose when you' re wrong"
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earlybird14
Supreme |
10-Dec-2014 12:06
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Seem like going to break out again. Good for those vested including me. 
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earlybird14
Supreme |
10-Dec-2014 09:22
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Don' t forget Samudera Shipping which PE is 7 which has been profitable in last 3 quarters and profit margin getting better and better. Expect this round low oil price can improve the margin further, the USD appreciation can let this company gain in foreign currency. |
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MetalTrader3
Supreme |
10-Dec-2014 09:00
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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NOL will have considerable upside from $0.82. | ||||
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earlybird14
Supreme |
09-Dec-2014 08:43
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always 3 pillars, bunker pirce, vessel chartered fee (debt to serve if buy own vessel), container freight rate. Unfortunately container freight rate is in trouble now.
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Lucky03
Elite |
09-Dec-2014 08:05
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Bunker price is always an important consideration to NOL's business. | ||||
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MetalTrader3
Supreme |
09-Dec-2014 00:03
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Dear Earlybird14,
Don't make hasty decision & quote my standard. My advice for you. Nice Vedio: https://m.youtube.com/watch?v=2W0-5YzEEB0&index=4&list=FLIGZIWveB2xf_-PhUBfo0Mg |
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MetalTrader3
Supreme |
08-Dec-2014 23:47
Yells: "Let Your Ignorance Be Shown Tommorrow! ~ PredictorX" |
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Dear Earlybird14,
If you want follow my standard for your oil price, please look below & see if you are up to standard before quoting my name. Whether your 1 week oil price come true, you need to honor you words + comment & finish it 1st. FYI: ● Time Period: I reduced to 2 years (10 Nov 2014 to 10 Nov 2016) on 1 Dec ● Reputation Bet: My prediction that NOL will rise above $1.065 within 2 years (* Have reputation bet- if my prediction do not come true I will leave sharejunction forever ) ● Include Apology statement to public - if my prediction do not come true. (At end of my prediction)
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earlybird14
Supreme |
08-Dec-2014 23:27
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It will be back after this fall. US economic is good. China, japan and India start stocking at this low price. Instead of shale oil production put a stop, offshore deep water drilling has stopped first. 2mio is required to cut, with low oil price consumption will be increased.
Since u predict 3 years NOL wil be back to 1.06. I also predict oil price will spike and break 141 per barrel in 3 years time, just because us economic peak at 3 years time and production can't catch up after this round of price drop.
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