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Aberdeen123 Senior	15-Jul-2013 14:47        Aberdeen123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shipping still weak related to economy.
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hotokee Master	15-Jul-2013 14:33        hotokee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Depends on whether GIC/Temasek are continuing to hold or to sell NOL.   If selling continues, it is likely to be below $1.00, same as Noble Grp pushed downwards continually for nearly half a year. Wait for another few months we may see it move up again to $1.30. Think so only.
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sgng123 Supreme	15-Jul-2013 14:26        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Problem there is a disconnect between stock market and the real economy growth due to QE in the last 4 years. Lot of printed money pushed up defensive and yield plays but growth stocks remain in the recession price level. Had to wait for the US / Europe economy to finally pick up steam and ship would go up so need lot of patience. It is either growth stocks soars and reached parity with current stock market valuation or a huge market correction/ deep recession might in the making, either one of those. Container traffic in Transpacific/ Europe rebounded from the lows in Feb/March, look like retailer had look past the tax increase/ spending cut in US. Hope the trend continue then a moderate peak season would be in the making.  2014 is the  shipping industries rebounding year if US/Europe economy  regain growth as what is predicted.
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Hawkeye Master	15-Jul-2013 08:59        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	This Ship in the past always lead Asia economic recovery by at least 3 months if not 6 months of Singapore Recovery. Peter_Pan      ( Date: 14-Jul-2013 20:00) Posted: Hope this ship will be on the route of recovery. Huat ah!!!
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Peter_Pan Supreme	14-Jul-2013 20:00        Peter_Pan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "kopi-o siu dai mai hum!"
x 0   x 0  Alert Admin	Hope this ship will be on the route of recovery. Huat ah!!!
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Dividend_Warrior Senior	14-Jul-2013 08:41        Dividend_Warrior About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "I am getting $1100 per month in dividends :)"
x 0   x 0  Alert Admin	SMRT of the seas...... Peter_Pan      ( Date: 13-Jul-2013 16:19) Posted: NOL 海 皇 King of the Seas
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sgng123 Supreme	14-Jul-2013 00:48        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guys hang tight for those veteran NOL traders, should know this kind of trough pricing is part of NOL trading pattern. It can go as low as 0.80 then zoomed to 4.50 when time is good. Think Temasek so stupid invested US4B in renewing energy efficient ships then watched NOL go up in smoke. I was anticipating some kind of carriers merging might be in the making after P3 alliance is made known, to make money they need to be big and stronger hand in getting better rate for their 12 months service contract. SFCI would be going up and down due to overcapacity issues and carriers jacking it up to protect service contract rate. In 2008 NOL try to eat up Hapag Llord but failed in attempt due to german government rejection, this time round might see a merger agreement between NOL and Hapag Llord to create the fourth largest carrier after a failed merger between Hapag Llord and another german carrier in Feb. But again this is all personnel view, if the merger really happen, watch out for NOL valuation, ship got lot of undervalued hidden asset.
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Peter_Pan Supreme	13-Jul-2013 16:22        Peter_Pan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "kopi-o siu dai mai hum!"
x 0   x 0  Alert Admin	Earnings seasons time to place bets next week.
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Peter_Pan Supreme	13-Jul-2013 16:19        Peter_Pan About Contact  Quote this Post! Style: Flexible   Mood: Yells: "kopi-o siu dai mai hum!"
x 0   x 0  Alert Admin	NOL 海 皇 King of the Seas
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CSH123 Member	13-Jul-2013 11:15        CSH123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	the reason why its lke tt is because growth is affected and also china from 7000 to 2000. china needs time to recover frm its injury Hawkeye      ( Date: 13-Jul-2013 11:08) Posted: NOL is controlled by house that is why it can be invested. NOL is Singapore strategic company for our survival. When shot up when economy pick up expect it to go $2 ++. alexsmith      ( Date: 12-Jul-2013 23:53) Posted: BB is not interested in this counter. All price is controlled by house.So just expect price in this range bound regardless of economy rising up or going down. U will see some life with this counter when it is MAKING MONEY. So far it has been consecutively LOSING MONEY for years. Just hope the company is still there when the global economy is fully recovered (may be next year and next 2 years) and wish no more supply overflow or price war among shipping companies. P3 alliance still need approval anyway and it will kick in mid next year. U can see the SCFI for the past two weeks has been dropping again liao. GRI = useless? Dunno who starts the war again.
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Hawkeye Master	13-Jul-2013 11:08        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	NOL is controlled by house that is why it can be invested. NOL is Singapore strategic company for our survival. When shot up when economy pick up expect it to go $2 ++. alexsmith      ( Date: 12-Jul-2013 23:53) Posted: BB is not interested in this counter. All price is controlled by house.So just expect price in this range bound regardless of economy rising up or going down. U will see some life with this counter when it is MAKING MONEY. So far it has been consecutively LOSING MONEY for years. Just hope the company is still there when the global economy is fully recovered (may be next year and next 2 years) and wish no more supply overflow or price war among shipping companies. P3 alliance still need approval anyway and it will kick in mid next year. U can see the SCFI for the past two weeks has been dropping again liao. GRI = useless? Dunno who starts the war again.
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alexsmith Member	12-Jul-2013 23:53        alexsmith About Contact  Quote this Post!
x 0   x 0  Alert Admin	BB is not interested in this counter. All price is controlled by house.So just expect price in this range bound regardless of economy rising up or going down. U will see some life with this counter when it is MAKING MONEY. So far it has been consecutively LOSING MONEY for years. Just hope the company is still there when the global economy is fully recovered (may be next year and next 2 years) and wish no more supply overflow or price war among shipping companies. P3 alliance still need approval anyway and it will kick in mid next year. U can see the SCFI for the past two weeks has been dropping again liao. GRI = useless? Dunno who starts the war again.
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sgng123 Supreme	12-Jul-2013 22:48        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singapore 2Q GDP surged 3.5% YoY and soared 15.5% compared to 1Q13. Now really quite confused it look like global demand is coming back but don see any good news coming out of container shipping, lot of shipping companies still losing money. Singapore don had record of cooking up GDP number so it might be mean something about 2Q global demand situation. Currently on wait and watch till next Monday when china 2Q GDP is out, ship might move if China GDP exceed market expectation of 7.5% else range bound in current price till 2Q result in august 7.
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sgng123 Supreme	10-Jul-2013 13:56        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	take care if still holding commodity stocks, very bad future prospect due to very strong US dollar. Noble had broken resistance level at 0.95, now falling like a stone might bottom out at 0.85 for those hoping to make a quick buck day trading. Olam and Wilmar still holding out due to support from fund manager/ Temasek, so still ok.
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sgng123 Supreme	10-Jul-2013 01:23        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	More rooting out maybe but we are near 2Q result on August 7, small retail investors freaking out by bad articles on newspaper. Tactic by big players to edge out smaller players, once they gather enough shares share would recover and move up. US economy is getting stronger and stronger by the day, the supposing 2Q spring weakness on jobs turns out to be better than expected such that Fed reserve decide to pull back QE3 in fear of over heating economy lol. US spending cut would end in Sep 13 and growth would rebound strongly after that with sources saying the spending cuts + tax increase robbed US economy of 1.75% GDP this year. No trading till 4Q for this ship cos the risk is too high for little profit. For NOL profitability just need strong demand to pick up later this year, spot rate increase do nothing for profit without strong demand to fill the spaces. However watch out for 1 time event for day trading when the Maersk, MSC and CMA announced capacity withdrawn from US/Europe trade lane  to justify P3 ships commitment in 2Q14. No more rate wars is for sure for this year so don worry too much about spot rate.
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Dividend_Warrior Senior	09-Jul-2013 23:36        Dividend_Warrior About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "I am getting $1100 per month in dividends :)"
x 0   x 0  Alert Admin	Yes. More rooting out to be done...... heisuke      ( Date: 09-Jul-2013 22:42) Posted: NOL has been down for quite sometime. Still got more retail investors to root out? sgng123      ( Date: 09-Jul-2013 11:54) Posted: Today ship got attacked by Chinese newspaper over 2Q result and sellers came and sold down stocks even though Asian market is recovering from yesterday selloff. This is life when economy is good they made lot of buy calls but when economy is uncertain lot of sell calls scaring retail investors into selling. I still remember in 2010 there is a big buy call on NOL before the Global Financial Crisis occurs, typical of buying low selling high strategy by hedge funds.
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heisuke Member	09-Jul-2013 22:42        heisuke About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	NOL has been down for quite sometime. Still got more retail investors to root out? sgng123      ( Date: 09-Jul-2013 11:54) Posted: Today ship got attacked by Chinese newspaper over 2Q result and sellers came and sold down stocks even though Asian market is recovering from yesterday selloff. This is life when economy is good they made lot of buy calls but when economy is uncertain lot of sell calls scaring retail investors into selling. I still remember in 2010 there is a big buy call on NOL before the Global Financial Crisis occurs, typical of buying low selling high strategy by hedge funds.
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sgng123 Supreme	09-Jul-2013 11:54        sgng123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Today ship got attacked by Chinese newspaper over 2Q result and sellers came and sold down stocks even though Asian market is recovering from yesterday selloff. This is life when economy is good they made lot of buy calls but when economy is uncertain lot of sell calls scaring retail investors into selling. I still remember in 2010 there is a big buy call on NOL before the Global Financial Crisis occurs, typical of buying low selling high strategy by hedge funds.
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sgng123 Supreme	08-Jul-2013 15:12        sgng123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Asia markets sucks hot money bailout continue. Now money is flowing out of asia and back to US/Europe where economies would recover in 2014. Good economy data out of US = bad news for asia markets prepare for red ink ... market is not performing normally still need time to flush out hot money then can return to normal. Advise is don do anything till this correction is over most likely would end in 4Q13 so for now enjoy ur NDP holiday and GST vouchers money.
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sgng123 Supreme	07-Jul-2013 23:56        sgng123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	NOL liner arm APL business is mostly service contract with major retailers, to return to profit they need to buck up on ship load factor and forget about growth. High ship load factor = less ships used = less oil = profit. Spot freight rate movement not going to affect NOL profitability but low demand = low load factor = loss due to less revenue. Service contract is all fixed rate and it mostly include a no increase clause less for peak season surcharge, average rate in nol difference from quarter to quarter due to different load factor experienced as a result of more/less demand. Goal is get to that sweet spot where load factor can maintain in a profitable range all year round. Reason why NOL join G6 to spare managers of trying to gauge where is the sweet spot for utilisation for ships. But again nothing is guaranteed, all would be revealed in 2Q result out in August 7, Make or break for army col cost cutting measure enacted last year. Cos if still make loss after cost cutting then col ng ass would be toasted by temasek high level.
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