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Lucky03 Elite	14-Apr-2014 09:42        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let' s see if NOL moves again when Europe markets open this afternoon like what happened last fri.
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Lucky03 Elite	14-Apr-2014 08:04        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe the mgmt can show some confidence at AGM tomorrow for a turnaround this year.
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Solidsnake Member	14-Apr-2014 00:33        Solidsnake About Contact  Quote this Post!
x 0   x 0  Alert Admin	My Chaikin's accumulation/ distribution chart is showing accumulation has been taking place 1.5mths ago. And it's still going up up up...... So with px stucked just below $1, you think leh? orangekun      ( Date: 12-Apr-2014 23:29) Posted: I got a feeling that consolidation might take place. Maybe   wont' happen first to   NOL, but for other shipping giants.
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stevenk Senior	13-Apr-2014 22:07        stevenk About Contact  Quote this Post!
x 0   x 0  Alert Admin	Still in downtrend ...
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sgng123 Supreme	13-Apr-2014 17:27        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Already happen but in the form of ship sharing alliance, difficult to eat up national shipping lines as it is backed by goverments of different countries. They would defend it strongly due to national interest. Even though shipping companies valuation drop like shit these past few year, no major takeover happened due to the protectism of shipping line parent countries. Only possible way is for the government to take it private and free it from market pressure on it share price. Let us wait and see if 1Q result shown us the earliest indication of ship operating cost going down sharply to reverse fortune, global freight rate expected to remain weak due to overcapacity unless global demand pick up strongly to counter it else it slow movingas usual.
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orangekun Member	12-Apr-2014 23:29        orangekun About Contact  Quote this Post!
x 0   x 0  Alert Admin	I got a feeling that consolidation might take place. Maybe   wont' happen first to   NOL, but for other shipping giants.
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Lucky03 Elite	12-Apr-2014 21:40        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Since we are unlikely to have similar advantage, we can learn to pick up such tell tale sign and be nimble to act on them.  sgng123      ( Date: 12-Apr-2014 13:18) Posted: IT is insider trading bro, those big players got tip off by their insiders in NOL then they slowly buy up. Cannot do big action else would get charged with insider trading.No such thing as transparency in stock market, everything is a show staged by bigger players. Ship high beta play meaning highly played by big players when time changed. Lucky03      ( Date: 12-Apr-2014 11:02) Posted: Watch it coming out May 15. I noted that the market is quite accurate with their anticipation. If the result is going to be unfavourable, the price had dropped as it approached the release date. The reverse was also true when the market had wind of a better performance
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sgng123 Supreme	12-Apr-2014 13:18        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	IT is insider trading bro, those big players got tip off by their insiders in NOL then they slowly buy up. Cannot do big action else would get charged with insider trading.No such thing as transparency in stock market, everything is a show staged by bigger players. Ship high beta play meaning highly played by big players when time changed. Lucky03      ( Date: 12-Apr-2014 11:02) Posted: Watch it coming out May 15. I noted that the market is quite accurate with their anticipation. If the result is going to be unfavourable, the price had dropped as it approached the release date. The reverse was also true when the market had wind of a better performance. lennon1986      ( Date: 12-Apr-2014 02:04) Posted: First quater results is going to be out, just speculation?
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Lucky03 Elite	12-Apr-2014 11:02        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Watch it coming out May 15. I noted that the market is quite accurate with their anticipation. If the result is going to be unfavourable, the price had dropped as it approached the release date. The reverse was also true when the market had wind of a better performance. lennon1986      ( Date: 12-Apr-2014 02:04) Posted: First quater results is going to be out, just speculation?
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lennon1986 Member	12-Apr-2014 02:04        lennon1986 About Contact  Quote this Post!
x 0   x 0  Alert Admin	First quater results is going to be out, just speculation?
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sgng123 Supreme	12-Apr-2014 00:12        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Think know reason for today ship movement, check nol website for APL fleet info. Found that total fleet owned reduced from 126 to 120 and look like 5X 9K TEu and  2X 14K delivered in 1Q ( 1X 14 chartered to MOL).  So now maybe left only like 3 new ships to be delivered this year. 20 charters expected to retire this year  and from updated fleet info look like more than 10+ already retired in 1Q, cross finger might get another 5% reduction or more in operation cost. 1Q result might get a flat or small profit result instead of loss. And if freight rate in 2Q  remain the same as 2013 or get a modest boost due to better US economy forcast ship is ready to return to sustainable profitabilty.
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sgng123 Supreme	11-Apr-2014 23:29        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is to force temasek hand to completely unlisted the company for a better valuation. Better to let go than continue the constant market pressure on it share price. Freight rate going to stay low for a prolong period of time and this may be the new norm due to global container shipping upgrading to bigger ship. If u are the bank lending money to ship based on temasek guarantee, not scared is fooling ur self. Better for temasek to unlock value in ship and give a good price for privatisation just like Olam. After privatisation the debt burden would be lifted from management and they would be able to focus on profit margin and bring benefit to singapore export. Currently market is punishing ship for not delivering on profit and it might take a bit longer to realise it due to resistance from labor union in US if ship go too far out in cutting workforce. Providing One Stop service in today business cycle is like committing suicide, better switch to basic service  and improve productivity Markie      ( Date: 11-Apr-2014 22:26) Posted: honestly, if NOL divest APL terminals and logistics, NOL is as good as nothing. APL terminals and logistics are its star performers - these businesses are supporting NOL and have been growing for the past few years while its shipping business is facing losses due to an oversupply in the industry. Yes, you can argue that divesting these assets when valuation are high is positive, but NOL would lose a substantial stream of income it has been building up for the past years. In fact, it has been focusing on terminal and logistics to diversify its income stream. It would make no sense to sell them if diversification was their purpose a few years back. If you mention privatisation, perhaps also  consider which global shipping company (more than 3 billion in market cap)  have been privatised in the past year. I' m not aware of any. This means that consolidation in the shipping industry is still ongoing and no one can yet anticipate its recovery. thus, no one is trying to acquire these assets yet even though valuations are at a trough. but for the case of olam and noble, long term outlook looks positive - there will always be demand for food and consumption due to a growing population. If there are signs such as privatisation in other global shipping firms, or a sustained recovery in BDI, then perhaps the shipping industry is due for a recovery. until now, i keep an outlook on this stock, but would stay out of it till the sky clears. sgng123      ( Date: 11-Apr-2014 20:23) Posted: don know why today moved up leh, if NOL divest it non core asset APL terminals and APL logistic then u see some big boost to NOL financial position, improving debt ratio. IT might also result in huge saving from tax and fixed cost operating cost. Actually NOL staying listed don serve it purpose anymore  as most of the bond offering and right issue is all based off temasek triple A rating and to privatise NOL need less money compared to Olam as it already owned 67% getting the remaining 23% to force a takeover is cakewalk for temasek. NOL is more of national interest to Singapore and US rather than business, similar to defense which get billion of dollars in every year budget without getting any decent return on it. Well we should see next week ship performance before doing any rash decision, the real question is how much ship really is worth due to the huge customers base it had in US West coast and Asia. Sometime those non tangible stuff is worth a lot of money if unlock. By privatise NOL would reassure banks that loan money to it for ship renewal would be guaranteed by Singapore government instead of group going bust, same case for Olam.
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ascend88 Master	11-Apr-2014 23:09        ascend88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It's about time pineapple123      ( Date: 11-Apr-2014 22:50) Posted: first: 1.03, then 1.05..
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pineapple123 Member	11-Apr-2014 22:50        pineapple123 About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	first: 1.03, then 1.05..
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Lucky03 Elite	11-Apr-2014 22:35        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It broke $1.... Looking more positive breaking above the Bollinger Bands with high volume while MACD rises above zero, 20 days resuming uptrend, 50 days showing sign of reversal. Will see if it is ready to test the 100 days MA at 1.03. heisuke      ( Date: 10-Apr-2014 11:27) Posted: still languishing under $1... Lucky03      ( Date: 10-Apr-2014 07:33) Posted: NOL charts looking quite positive with its Bollinger Bands converging for a breakout.
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Markie Senior	11-Apr-2014 22:26        Markie About Contact  Quote this Post!
x 0   x 0  Alert Admin	honestly, if NOL divest APL terminals and logistics, NOL is as good as nothing. APL terminals and logistics are its star performers - these businesses are supporting NOL and have been growing for the past few years while its shipping business is facing losses due to an oversupply in the industry. Yes, you can argue that divesting these assets when valuation are high is positive, but NOL would lose a substantial stream of income it has been building up for the past years. In fact, it has been focusing on terminal and logistics to diversify its income stream. It would make no sense to sell them if diversification was their purpose a few years back. If you mention privatisation, perhaps also  consider which global shipping company (more than 3 billion in market cap)  have been privatised in the past year. I' m not aware of any. This means that consolidation in the shipping industry is still ongoing and no one can yet anticipate its recovery. thus, no one is trying to acquire these assets yet even though valuations are at a trough. but for the case of olam and noble, long term outlook looks positive - there will always be demand for food and consumption due to a growing population. If there are signs such as privatisation in other global shipping firms, or a sustained recovery in BDI, then perhaps the shipping industry is due for a recovery. until now, i keep an outlook on this stock, but would stay out of it till the sky clears. sgng123      ( Date: 11-Apr-2014 20:23) Posted: don know why today moved up leh, if NOL divest it non core asset APL terminals and APL logistic then u see some big boost to NOL financial position, improving debt ratio. IT might also result in huge saving from tax and fixed cost operating cost. Actually NOL staying listed don serve it purpose anymore  as most of the bond offering and right issue is all based off temasek triple A rating and to privatise NOL need less money compared to Olam as it already owned 67% getting the remaining 23% to force a takeover is cakewalk for temasek. NOL is more of national interest to Singapore and US rather than business, similar to defense which get billion of dollars in every year budget without getting any decent return on it. Well we should see next week ship performance before doing any rash decision, the real question is how much ship really is worth due to the huge customers base it had in US West coast and Asia. Sometime those non tangible stuff is worth a lot of money if unlock. By privatise NOL would reassure banks that loan money to it for ship renewal would be guaranteed by Singapore government instead of group going bust, same case for Olam.
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sgng123 Supreme	11-Apr-2014 20:23        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	don know why today moved up leh, if NOL divest it non core asset APL terminals and APL logistic then u see some big boost to NOL financial position, improving debt ratio. IT might also result in huge saving from tax and fixed cost operating cost. Actually NOL staying listed don serve it purpose anymore  as most of the bond offering and right issue is all based off temasek triple A rating and to privatise NOL need less money compared to Olam as it already owned 67% getting the remaining 23% to force a takeover is cakewalk for temasek. NOL is more of national interest to Singapore and US rather than business, similar to defense which get billion of dollars in every year budget without getting any decent return on it. Well we should see next week ship performance before doing any rash decision, the real question is how much ship really is worth due to the huge customers base it had in US West coast and Asia. Sometime those non tangible stuff is worth a lot of money if unlock. By privatise NOL would reassure banks that loan money to it for ship renewal would be guaranteed by Singapore government instead of group going bust, same case for Olam.
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hmphie Veteran	11-Apr-2014 19:32        hmphie About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	His nick says it all. 乱 来 。 Markie      ( Date: 11-Apr-2014 17:53) Posted: wheere did you get this info from? can cite? because i think a buyout of NOL is unlikely by Temasek. Given that they have bought out Olam, they will face credit rating downgrades if they buy out another firm, which is something that they would not want to happen, because credit rating downgrades mean higher cost of financing. Another reason why a buyout is unlikely is that the outlook of NOL is still bleak. while assets are cheap based on P/B ratio, the company is non-profitable and thus, makes no sense for a buyout. Temasek would rather put this money in one company that can forsee clearer earnings growth with stability in the near future.  Thirdly, olam' s buyout was imminent because a buyout would allow it to gain controlling power over its business. for NOL, Temasek is alreaady the controlling shareholder. DYOD. this is just my ten cents worth. even a buyout occurs, good for you. ruanlai      ( Date: 11-Apr-2014 15:41) Posted: General Offer ........TH or EZION......
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Lucky03 Elite	11-Apr-2014 18:56        Lucky03 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What about investment of its jewel - APL Terminal to lower it's gearing and improves its cash flows and ultimately financing and overall cost structures ? Markie      ( Date: 11-Apr-2014 17:53) Posted: wheere did you get this info from? can cite? because i think a buyout of NOL is unlikely by Temasek. Given that they have bought out Olam, they will face credit rating downgrades if they buy out another firm, which is something that they would not want to happen, because credit rating downgrades mean higher cost of financing. Another reason why a buyout is unlikely is that the outlook of NOL is still bleak. while assets are cheap based on P/B ratio, the company is non-profitable and thus, makes no sense for a buyout. Temasek would rather put this money in one company that can forsee clearer earnings growth with stability in the near future.  Thirdly, olam' s buyout was imminent because a buyout would allow it to gain controlling power over its business. for NOL, Temasek is alreaady the controlling shareholder. DYOD. this is just my ten cents worth. even a buyout occurs, good for you. ruanlai      ( Date: 11-Apr-2014 15:41) Posted: General Offer ........TH or EZION......
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Markie Senior	11-Apr-2014 17:53        Markie About Contact  Quote this Post!
x 0   x 0  Alert Admin	wheere did you get this info from? can cite? because i think a buyout of NOL is unlikely by Temasek. Given that they have bought out Olam, they will face credit rating downgrades if they buy out another firm, which is something that they would not want to happen, because credit rating downgrades mean higher cost of financing. Another reason why a buyout is unlikely is that the outlook of NOL is still bleak. while assets are cheap based on P/B ratio, the company is non-profitable and thus, makes no sense for a buyout. Temasek would rather put this money in one company that can forsee clearer earnings growth with stability in the near future.  Thirdly, olam' s buyout was imminent because a buyout would allow it to gain controlling power over its business. for NOL, Temasek is alreaady the controlling shareholder. DYOD. this is just my ten cents worth. even a buyout occurs, good for you. ruanlai      ( Date: 11-Apr-2014 15:41) Posted: General Offer ........TH or EZION......
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