| Latest Forum Topics / Neptune Orient L Rg |
|
|
THE BEST IS YET TO BE
|
|||||
|
mrbean249
Senior |
29-Nov-2015 10:33
|
||||
|
x 0
x 0 Alert Admin |
Also in a political way, NOL is a national iconic asset, to sell at ridiculously low price, Temasek and PAP will get ridiculed by the whole singapore and the world, so call their national iconic asset got trampled on by others. Would they want to lose their image? Probably only those with bird brains would think yes |
||||
| Useful To Me Not Useful To Me | |||||
|
pseudo
Member |
29-Nov-2015 10:31
|
||||
|
x 0
x 0 Alert Admin |
Personal thesis on the sale.
If temasek wants to sell low say at 1.10 they would have sold last yr without divestment of apll. NAV and market prices last year supports it. Only slight premium. APLL would have been for given away for free essentially. Sale of APLL prop up NAV only for eventual sale of NOL. So how can be sale below NAV. CGM - investor yildrim holds convertible bonds for 20% who is wanting to divest. CGM looking for buyer. Temasek could pick up the bonds as exchange. Bonds worth 600mil sold in a time where CGM was desperate. Whats 20% of CGM worth now? Whatever it is, CGM can do a swap. Fun fact - google cma cgm. Sg office is just few floors down of NOL. Vertical integration... geddit? Lol... sry lousy pun. Personal thinking is that NOL will sell above NAV and Temasek taking up a stake in CGM. |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
mrbean249
Senior |
29-Nov-2015 10:26
|
||||
|
x 0
x 0 Alert Admin |
Aiya ppls china fishery healthway, all promote till up lorry, die cock stand alr, thats why must come disturb NOL mah... just treat as gong jiao wei.. |
||||
| Useful To Me Not Useful To Me | |||||
|
earlybird14
Supreme |
29-Nov-2015 10:22
|
||||
|
x 0
x 0 Alert Admin |
Simple way to see why temasek will sell below nav but opportunist want to blow it big but at the same time other opportunist bet on opposite site.
A sure win for longist? No really it may end up a sudden die off without a deal or selling at cheap with news out. Nol is lacking of cash for sure. Longists not aware of? No they choose to be blind. |
||||
| Useful To Me Not Useful To Me | |||||
|
earlybird14
Supreme |
29-Nov-2015 10:17
|
||||
|
x 0
x 0 Alert Admin |
Nol sold apl logistics for 1.2bil. But cash drop till 248mio. Where is the money? Where is the money? All paid debt.
Last Q made loss 90mio. how long can 248 mio last? Especially at record low freight rate? Temasek not rush to sell nol? You must be kidding, the best way to protect temasek and shareholders interest is to sell nol panicly. Otherwise, who is going to pay the loss coming future? Through right issue? Temasek and your own pocket. So don't blame temasek to sell below nav, they are protecting your value even though may not be as u wish but better extra money taking out from your pocket. Loser? No loser or winner, only earn or lose money and safeguard hard earn money.
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
earlybird14
Supreme |
29-Nov-2015 10:00
|
||||
|
x 0
x 0 Alert Admin |
Frog in a cooking pot.
|
||||
| Useful To Me Not Useful To Me | |||||
|
mrwise
Supreme |
29-Nov-2015 09:32
|
||||
|
x 0
x 0 Alert Admin |
Many trying to talk down the prices without much thought.... Why don' t these ppl short NOL if they think will go down? No...they are just plain loser who scare at up n down and do not dare to the position.... Longist....just stay focus....only the opportunist to Long will gain in this journey....   |
||||
| Useful To Me Not Useful To Me | |||||
|
earlybird14
Supreme |
29-Nov-2015 09:13
|
||||
|
x 0
x 0 Alert Admin |
Nol building lose making? No, fragrance bought it.
Apl logistic lose making? No, kintetsu bought it. Nol lose making? Yes, these assets cost close to 2.5billion loss in 4 year time. Buy it if strategy plan cannot turn it around, it will cost the buyer few billion loss too. Buy it equal to buy the debt including potential loss. Temasek is selling potential loss, CMA is buying potential loss. Such a deal can close at good price?????
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
earlybird14
Supreme |
29-Nov-2015 08:54
|
||||
|
x 0
x 0 Alert Admin |
Assumption after assumption, stomach was blown bigger and bigger woo!!!
Assets, assets and assets??? Assets will only be valuable when it can make money, lose making assets is a toxic. Supercell because of crash of clan sell at 3billoon. Whatsapp close deal at 19bil. Nol asset asset asset, a lose making assets? Want to sell 3billion also tough. Hehehe..
|
||||
| Useful To Me Not Useful To Me | |||||
|
AndyLoss
Master |
29-Nov-2015 00:57
|
||||
|
x 0
x 0 Alert Admin |
Hey Know your stuff - as per the comments below, the seller on detailsd section when you sell your stocks is not the trading house but the platform.. remember u were saying CIMB is buying your stocks...it was infact the retailrs using CIMB platform... so that was not correct.. :)
|
||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
29-Nov-2015 00:57
|
||||
|
x 0
x 0 Alert Admin |
Companies that are listed for 20-30 years in SGX apply a conservative balance sheet, they rather understated their balance sheet to avoid taxes. In SGX there are a few long time listed companies that understate their balance mostly property counters. Bank stocks attractive now since P/E only like 9X and dividend 4% but could go down further due to bad NFL from US rate hike so hold off ur amo till rate hike is finally raise and market stabilise. At present no incentive to go into market since it look like SGX would sink below 2800 for this year due to low growth in 2016 and 2017. So take caution and open ur eye big big, check companies debt level before going in. |
||||
| Useful To Me Not Useful To Me | |||||
|
Know-Your-Stuff
Senior |
29-Nov-2015 00:52
|
||||
|
x 0
x 0 Alert Admin |
Agreed. APL is a strategic asset because its the national carrier of US. And the US shipping route with Asia concerns national security of the US. So Europe, Japan, Korea, Taiwan all will have no issue to get Congress approval. Saudi and a few ME countries should be fine as well, as long as its US alliances.
I also think the likely scenerio will be a trade halt until EGM approval. Thanks bro, your analysis make a lot of sense.
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Know-Your-Stuff
Senior |
29-Nov-2015 00:36
|
||||
|
x 0
x 0 Alert Admin |
Good analysis. The 8 ports that they owned are valued at 20 to 40 years ago prices that they paid for back then including PSA. With inflation, property prices (those land that the ports sit on) are definitely worth much more today. How much more.....I don't know. Only the professional valuers know how to calculate, but local inflation index should be one of the parameters. I guess this is the basis that TH negotiate a higher price than NAV and asked CMA to check on.
Its not only NOL, some property developers on SGX also adopt this type of conservative accounting standard for land that they bought decades ago. Its legal by the way.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Charlie2310
Senior |
29-Nov-2015 00:32
|
||||
|
x 0
x 0 Alert Admin |
Well said.  NOL (APL) is a strategic asset with instrinic value that not everyone will understand. I' m vested long in this and not worried.  When the deal is announced, those who keep shouting short will have nothing left to say.
|
||||
| Useful To Me Not Useful To Me | |||||
|
sgng123
Supreme |
28-Nov-2015 23:16
|
||||
|
x 1
x 1 Alert Admin |
More fear spreading = chance of NOL hitting a big premium is becoming a reality lol. When everyone talk down on NOL, NOL would surprise on the upside big time. THe same senario is being played out when NOL building and APLL sale news break out. Go check out NOL thread and u see lot of negative comments popping out then went all silent when NOL surprise on the upside big time. This time round temasek had reserved the biggest upside surprise for all investors, sadly when news break out NOL share high chance would be trade halt till special shareholder meeting to get > 95% approval to sell offwhole group under SGX rules. Water is being tested on last APLL sale and share holders gave a big YES 99.98% approval when the price is right. Keep on spreading fear , i know u are scared to hell on the short covering and losses mounting but we investors are clamouring for sweet victory after so many years. No need to care about containner shipping trade market, low freight rate , over supply all these shit are being artifically created by the top 3 to force out state owned carriers from trade. Look at how maersk and CMA jumped on NOL when Temasek announced it decision to sell off it stake. They are waiting for this once in a century golden opportunity to grab those assets, when i meant assets it refers not the ships it owned  it the brand name, business connections and supporting land based asset. And also to sell off APL which is american national carrier, u need to get US congress approval. SO if buyer are chinese, russian, middleeast carriers, the deal would be rejected purely of US national interest even if the price is US$10B.When the upside surprise happen once, u can discount it as lucky, twice in a row u need to really think hard cos the possibility of a third time becomes very high. By the way i not asking anyone to load in and buy, NOL is highly dangerous one since it is being short extensively. U could get burnt very badly if u are not agile enough, this stock is for the pro trade.  |
||||
| Useful To Me Not Useful To Me | |||||
|
AndyLoss
Master |
28-Nov-2015 23:02
|
||||
|
x 0
x 0 Alert Admin |
lets wait...and till 7th Dec... or whenever NOL is SOLD... don' t run away from the forum...
|
||||
| Useful To Me Not Useful To Me | |||||
|
mrbean249
Senior |
28-Nov-2015 22:37
|
||||
|
x 0
x 0 Alert Admin |
AIya basically same can be said for shortist lor, both cases applies.
|
||||
| Useful To Me Not Useful To Me | |||||
|
f16force
Senior |
28-Nov-2015 22:16
|
||||
|
x 0
x 0 Alert Admin |
公 说 公 有 理 , 婆 说 婆 有 理 , 等 7 December 就 知 道 了 | ||||
| Useful To Me Not Useful To Me | |||||
|
HazardKoh
Master |
28-Nov-2015 21:55
|
||||
|
x 0
x 0 Alert Admin |
Aiya, basically the oldest trick la.. And they are not alone... they are many ppl who bought at lower than $1.12 are here shouting. But they only shout one part. Part 1 ==> " share price sure chiong to $1.80, even $2, everyone quick go buy now!!! huat har!!!" .   But they will never tell u Part 2.. Part 2 ==> " haha, faster buy everyone, help me push up the share price .. then I can sell to u and earn a big fat profit, then i can go celebrate big fat xmas later"   Just dun be the last one to hold the babies lo... If u wanna join in the fun, buy liao, quick in quick out too... must exit before those ppl who bought at a cheaper price.. Good luck everyone..    
|
||||
| Useful To Me Not Useful To Me | |||||
|
earlybird14
Supreme |
28-Nov-2015 21:49
|
||||
|
x 0
x 0 Alert Admin |
acting like insider and know insider news but in fact just keep smoking. Hehehehe....
|
||||
| Useful To Me Not Useful To Me | |||||

