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CSH123 Member	04-May-2013 21:42        CSH123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	if u think that the present government is not capable, who u think will? Without the present gvt, the mad potential presidency candidate which is not elected, will refocus GDP with services instead of trade
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pseudo Member	04-May-2013 16:34        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Operationally... On the fuel front, apl had engaged neftech to provide fuel additives for 50 ships. It claimed to be able to save up to 10% costs. That's a significant amount of apl fleet. Let's see how much more savings can be attained. Scrapping of American flag ships - probably a good idea. Probably fully depreciated. Military transport demand winding down... Not so good. Removal of 53 foot box service to reduce empty repositioning costs - probably good in short term. US customers suffer in terms of value. Does apl own the boxes to sell off for a one time gain? Again maybe not so good - box prices are low now. More likely to be a write down (if they own and wants to sell the boxes that is) apl sold and leaseback on 3 x 4500 teu ships. I think they should not have sold. These ship class are best for retrofitting with new engines and propeller that can be comparable to Eco newbuilds for fuel savings. It's a 2 mil investment each tops. Only hull design change cost is high. Plus it can be deployed for several trade lanes.
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pseudo Member	04-May-2013 16:04        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last time at this level of scfi, nol posted loss of 200mil. Granted that fuel was at all time high @ 750/mt. And 2q12 flat result is direct Result of GRI doubling of Asia Europe spot. So it's not completely de linked from scfi or other indexes like CCFI or WCI which is composed of spot and contract rates. Failure to bring spot up by 1 May is a big deal. As contract negotiation takes basis from prevailing spot rates.
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pseudo Member	04-May-2013 15:50        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Unlimited funding unlikely. MAS has allowed SGD to strengthen vs US and JPY which depreciates to stay competitive. People in sg will KO on inflation if they do start printing money. Then bye bye to the incumbent govt. sgng123      ( Date: 04-May-2013 14:11) Posted: Rule 1 :Do not go against central banks Rule 2 : Don not go against government link funds Follow these 2 rules, never go wrong as they got unlimited cash to burn. Not enough cash, can always print lol. We never win against them.
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richsoh Member	04-May-2013 15:50        richsoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	u r right ceo cfm nol cannot substain with this kind of qtrly lost
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pseudo Member	04-May-2013 15:45        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shipping up cycle. High growth period. And low fuel environment. Low competition. Return to the billion dollar profits going forward v unlikely. Doesn't mean share price won't double in times to come but it has to show sustainable profits first Hawkeye      ( Date: 04-May-2013 12:04) Posted: Buy NOL at $1.00 to $1.10 and squat as Before and later 1 to 5 years make 150% to 250% as we had done for the pass 15 years and retire. Ha Ha Ha every time everyone since 2000 says NOL will die until today NOL strong strong because NOL is Singapore Life Line for quarantee Transport raw material in and manufactured material out. NOL will never die only make money for us. Ha Ha Ha pseudo      ( Date: 04-May-2013 11:04) Posted: Analyst will say one time gain is not sustainable. Q2 looks like a wipeout. According to joc may 1 gri achieved negative results (not flat rates but negative). Why would one sign a yearly contract when ample capacity exists? Shippers can go for spot rate carriers like cscl or cosco. Much cheaper and they have so much capacity they would gladly move the cargo. Irresponsible ship ordering still going on. Cscl just made order for 5xtriple E 18000 teu. This is just going to prolong downturn. Meanwhile smaller carriers have gained market share. Didn't see any write down or one time gain from apl garnet sold in November for 30mil. Might write down in 1q. Q1 (less on time gain) results should be no much different than q4 with Similar operating profile and conditions. Anyway even if lose 200mil, management is going to claim "improved result".
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pseudo Member	04-May-2013 15:41        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Drop from $4 to 1.x. From 2008. Supported by book value. Demand for rights jacked it up to 1.8 for a short period. sgng123      ( Date: 04-May-2013 14:05) Posted: Anyone still remember what happen to NOL share price in 2009 when the whole world is in recession and NOL lose like 700mil. The share share zoom in opposite direction 1.4 - 1.8 , stock go up when Ah gong give the call don matter if company making money or not cos it is all under controlled by few players. IF anyone try to short when the call is given, most likely they would go bankrupt cos big players had too much leverage with this stock controlled like 67% temasek 25% brokerage houses, less than 10% in retail players hands.
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pseudo Member	04-May-2013 15:38        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nvos sell at slot space for profit at spot rate. Means revenue even lesser for carriers. Nol wont sink. Shareholder funds decrease only lor. Book value decrease = share price lower sgng123      ( Date: 04-May-2013 13:58) Posted: don be fooled by SCFI, the index is being played by forwarder/middleman for profit. When the carriers had repositioned all their new ships in the 1st half of 2013, they started to unite and jack up the index. SCFI is more for cosmetics effect than actually affecting the contract rate, plus no shippers like their shipping rate to be tied to index and being floated. business prefer stable freight rate and at most they used index to try to renegiotiate next year for a lower rate but I bet carriers would jack up the index by 2nd half before letting the situation go out of hand. lot of people had been forcasting NOL would go broke and sink for the last 3 years when US went into recession but the share is like US economy very resilient and can bound back when you are least expected. The beauty of NOL is 67% is controlled by temasek, leaving very few float shares for traders to punt. When the brokerage houses which hold like 25% of share decided to jack up price by Ah gong order ( temasek), got lot of upside to jack since demand outpaced supply in free stocks available for trade.
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sgng123 Veteran	04-May-2013 14:11        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rule 1 :Do not go against central banks Rule 2 : Don not go against government link funds Follow these 2 rules, never go wrong as they got unlimited cash to burn. Not enough cash, can always print lol. We never win against them.
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sgng123 Veteran	04-May-2013 14:05        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone still remember what happen to NOL share price in 2009 when the whole world is in recession and NOL lose like 700mil. The share share zoom in opposite direction 1.4 - 1.8 , stock go up when Ah gong give the call don matter if company making money or not cos it is all under controlled by few players. IF anyone try to short when the call is given, most likely they would go bankrupt cos big players had too much leverage with this stock controlled like 67% temasek 25% brokerage houses, less than 10% in retail players hands.
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sgng123 Veteran	04-May-2013 13:58        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	don be fooled by SCFI, the index is being played by forwarder/middleman for profit. When the carriers had repositioned all their new ships in the 1st half of 2013, they started to unite and jack up the index. SCFI is more for cosmetics effect than actually affecting the contract rate, plus no shippers like their shipping rate to be tied to index and being floated. business prefer stable freight rate and at most they used index to try to renegiotiate next year for a lower rate but I bet carriers would jack up the index by 2nd half before letting the situation go out of hand. lot of people had been forcasting NOL would go broke and sink for the last 3 years when US went into recession but the share is like US economy very resilient and can bound back when you are least expected. The beauty of NOL is 67% is controlled by temasek, leaving very few float shares for traders to punt. When the brokerage houses which hold like 25% of share decided to jack up price by Ah gong order ( temasek), got lot of upside to jack since demand outpaced supply in free stocks available for trade.
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CSH123 Member	04-May-2013 12:37        CSH123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Its normal to be negative to bring the price down to buy in.. for the last minute passengers who havent gotten their boarding pass..ship ahoy
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Hawkeye Veteran	04-May-2013 12:04        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Buy NOL at $1.00 to $1.10 and squat as Before and later 1 to 5 years make 150% to 250% as we had done for the pass 15 years and retire. Ha Ha Ha every time everyone since 2000 says NOL will die until today NOL strong strong because NOL is Singapore Life Line for quarantee Transport raw material in and manufactured material out. NOL will never die only make money for us. Ha Ha Ha pseudo      ( Date: 04-May-2013 11:04) Posted: Analyst will say one time gain is not sustainable. Q2 looks like a wipeout. According to joc may 1 gri achieved negative results (not flat rates but negative). Why would one sign a yearly contract when ample capacity exists? Shippers can go for spot rate carriers like cscl or cosco. Much cheaper and they have so much capacity they would gladly move the cargo. Irresponsible ship ordering still going on. Cscl just made order for 5xtriple E 18000 teu. This is just going to prolong downturn. Meanwhile smaller carriers have gained market share. Didn't see any write down or one time gain from apl garnet sold in November for 30mil. Might write down in 1q. Q1 (less on time gain) results should be no much different than q4 with Similar operating profile and conditions. Anyway even if lose 200mil, management is going to claim "improved result".
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pseudo Member	04-May-2013 11:04        pseudo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Analyst will say one time gain is not sustainable. Q2 looks like a wipeout. According to joc may 1 gri achieved negative results (not flat rates but negative). Why would one sign a yearly contract when ample capacity exists? Shippers can go for spot rate carriers like cscl or cosco. Much cheaper and they have so much capacity they would gladly move the cargo. Irresponsible ship ordering still going on. Cscl just made order for 5xtriple E 18000 teu. This is just going to prolong downturn. Meanwhile smaller carriers have gained market share. Didn't see any write down or one time gain from apl garnet sold in November for 30mil. Might write down in 1q. Q1 (less on time gain) results should be no much different than q4 with Similar operating profile and conditions. Anyway even if lose 200mil, management is going to claim "improved result".
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Blanchard Senior	03-May-2013 23:39        Blanchard About Contact  Quote this Post! Style: Combined   Mood: Yells: "Winners cry..... Losers smile....."
x 0   x 0  Alert Admin	1st qtr result would be out anytime next week? Hope NOL share price would rise...
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sgng123 Veteran	03-May-2013 23:08        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good news out of US,  new jobs created in Feb and March had been revised higher 280K > 330K  88K > 138K and currently apr got 160K more than what market expected. The spring slowdown been avoided for now, growth continued. Very good news for growth stocks as fund managers would buy into US growth story. Dow jones now breaking 15000 and next Monday good day for NOL. If 1Q13 result got triple digit profit due to NOL building sale then we start to some serious revaluation of NOL share price from current bombed out value.
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gelu2279 Member	03-May-2013 21:52        gelu2279 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yeah.... yearly cycle has begun
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sgng123 Veteran	03-May-2013 20:13        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	today regional selloff on defensive stocks, the big guys starting to lock in profit and dump the stocks to retail players. Good luck on those still holding defensive stocks, the start of the onslaught had begin.
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wangerism Veteran	03-May-2013 16:27        wangerism About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	death cross
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sgng123 Veteran	03-May-2013 11:51        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just don be too pessimistic yet, currently the central banks round the world are desperately trying to boost growth but we seeing reluctant of business to borrow cheap money. This result in a building up of pent up demand with everyone holding their position till consumers regain confidence. Once the pressure is released, a temporary period of strong growth would be seen before stabilising to normal. But in Asia, we need to be very careful of hot money inflow which would push up our stock market and property to bubble stage before bursting it by withdrawing fund to lock in profit. Explain why we had seven round of property control in 2 years maybe a eight if the low growth loose money policy persist. Our stock market is open thus exposed to hot money inflow and is already pushing defensive stocks to level higher than 07, very dangerous if funds pull out crashing lot of retail investors who buy on herd instinct. When central banks decided to tighten credit then STI would take a hard correction on defensive stocks sell out.
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