| Latest Forum Topics / Neptune Orient L Rg |
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NOL
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serious
Master |
12-May-2016 17:09
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Hope US and China approve the antitrust asap , other wise it is too the advantage cma if there is futher dealy because some may choose to selln the open market to cma . I could be wrong to say this . |
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sgng123
Supreme |
12-May-2016 16:50
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Noone wanna sell at 1.30 offer and CMA forced into corner as it urgently nè è d to close this deal fast as new ocean alliance operational apr 17. Most likely they need to revised the offer taken in view of divestment gain post merger, question is what price is acceptable to both sides. Miscalculation on either side could sink the deal |
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jackson5
Master |
11-May-2016 16:36
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volume very very low today , not many want to sell at 1.29. | ||||
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sgng123
Supreme |
10-May-2016 15:22
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Sell if u can buy other counters at big discount, currently market still overvalued. Sti need to faĺ l 25% before good picking, global economy bad and us market posed for big correction |
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sillyfox
Member |
10-May-2016 15:11
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Most people are betting that CMA may offer higher price than 1.30 to buy over the remaining shares.
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snooty
Senior |
10-May-2016 12:04
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want to ask u guys, does it make sense to let  go of the shares once it reach 1.3? Or wait till its really done deal, skali in between  there' s probability of future revisions to the price of the takeover.. haha. 1.3 is still at a loss to me. haiz.. having said that, doesnt make sense for me to wait if theres really no purpose to, can use the proceeds for other  counters. |
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sgng123
Supreme |
08-May-2016 23:03
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Antitrust approval is like that it nè ed to go through government assessment before approval, cma deal need to go through eu, us, china government vet now we like 1/3 though and share price at 1.295. CMA continue to negiotiate with brokerage house to get their stake since no more retail wana sell everyone holding out. By the way general offer unofficially started in jan this year since cma start to buy open in market but only get 9.3% up to date. 4 months going and harder to get pass 90% |
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Lucky03
Elite |
08-May-2016 17:22
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NOL continues to delivery poor results. Whoever is holding on to NOL better be sure that there will not be any hiccup to the deal or it will crash. | ||||
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jackson5
Master |
08-May-2016 16:58
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EU already approved , buy why China and US take so long , after all it is almost like a formality . |
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serious
Master |
06-May-2016 22:32
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Your analysis really makes sense  . Thanks.
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sgng123
Supreme |
06-May-2016 20:20
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Q1 losses 105mil, combined with 4q 15 95mil losses, the updated book value is at 1.30 range. CMA do it homwork and only wanna pay fair value 1x pb, nothing more. Considered nol still got unrealised value unlocked from it port terminal portfolio, the rumour preliminary offer 1.50 after sale of port assets might hold. This meant CMA had got US$340mil discount from temasek on consideration relocation of it distribution centre from malaysia to sg, just wait for general offer to kick off. According to CMA offer deal schedule the delisting of NOL should be completed mid july, 5 months passed since offer made public and they got less than 10% it gona take lot of effort to get 15% more to pass 90% 2 months left for cma to work magic. CMA got ammo from temasek deal to make   better offer for remaining 650m shares, currently it had accumulated 210m shares   and spent 250mil |
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sgng123
Supreme |
06-May-2016 14:31
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Approval from US and China woulg come soon, now just keep share price stable to block out opportunist traders |
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serious
Master |
05-May-2016 14:13
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The 3 banks acting for CMA are trying to keep price beloe 1.30 , very obvious. But for how long ? |
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ONONONON
Senior |
05-May-2016 11:18
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both side wall building higher and higer...  |
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jackson5
Master |
03-May-2016 16:07
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Big buying today    at 1.29 . |
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sgng123
Supreme |
01-May-2016 13:07
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Nol share price currently being controlled rangebound by the 3 big European banks that supported cma. Buying and selling among themselve to keep out opportunists, once cma ink deal with temasek   and start general offer then u see bb up in arm |
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famouspinky
Supreme |
01-May-2016 10:20
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UE or CWT or LCD dev or Sinotel envy NOL? Work harder lol.
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ysh2006
Supreme |
01-May-2016 09:52
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EU approved the deal NOL still don' t move ...they want to be like Osim revised price two three times ...? if CMA cannot successful NOL price drop back to 85c...and wait for another year to try loh... like UE or CWT or LCD dev or Sinotel ,  drag and drag again...till good price comes...
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sgng123
Supreme |
01-May-2016 02:41
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If they happy would had long time sold to cma on open market, it a show building up. The general offer had secretly started in dec 15 with cma buying up even though antitrust approval not yet certain. Only 8.3% willing to sell to cma at offer price range, weak holders all cleaned up now the real battle start, hope it last long till 4q |
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jackson5
Master |
30-Apr-2016 10:24
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Time is running out for CMA , to acquire another 14.5% to croos the 90% threshold is an uphill task , unless the minorities are happy with the offfer price . |
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