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24-Sep-2021 17:12

Seatrium / SembCorp Marine- The new Frontier.

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Guess there is no acceptance from you, rightfully no deal.
I think they heard many are waiting for durian to drop, so last minute they make that happened by dropping to 8.1c.
1 pip closer to 8c. Anyway Zeclim also boey chun .... tonight they going together with Chagatai for 1 beer

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24-Sep-2021 17:00

Seatrium / SembCorp Marine- The new Frontier.

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Ckmpd1, kao lat .... wah your analysis better than UOB.
Quickly lei everyone waiting for the durian to drop. Haizz .... wait like that, until Dec also no sound no pic.
Should move over to KC

ckmpd1 ( Date: 24-Sep-2021 16:39) Posted:

Good point, share456. Can you imagine the following:
1) Nov 2021- no announcement from SMM of contract win
2) Nov 2021 - Temasek' s MGO of 8c expires
3) Feb 2022 - release of FY2021 results
4) Jun 2022 - RI 2022?

share456 ( Date: 24-Sep-2021 16:28) Posted:

how about another right issue in 2022 ?

will price drop below 8 cents?

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24-Sep-2021 10:55

Seatrium / SembCorp Marine- The new Frontier.

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Sir, no enemy. They are heading for exit. Mariners are ready all the time.
If drop below 8c, next batch will come in. No worries, many waiting to buy below 8c

Zeclim1983 ( Date: 24-Sep-2021 10:43) Posted:

Platoon! Take cover for now.
Enemy ahead. 9 o clock.

Load up magazine. Ready to Cheong soon.

Chagatai ( Date: 24-Sep-2021 10:41) Posted:

Privatise SCM also smelly smelly will be above TERP 12.4c there about but throw in a juicy peach can be 15c so almost double la in 6 mth time

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24-Sep-2021 10:19

Seatrium / SembCorp Marine- The new Frontier.

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Share456, will he know !
He don' t even know if he will survive another term. Maybe he knows and decides to give up his rights.
Wait for Mochi to lapse .... some are standing firm. Like their building spirit .... Excellent 👍 👏 👏 👏

share456 ( Date: 24-Sep-2021 10:13) Posted:

SCM CEO has no answer to analysts.

Do you know when will SCM be profitable ?

Chagatai ( Date: 24-Sep-2021 10:06) Posted:

I expect within 6 mth It will be double to 16c after merger completed then go on to 20 then wait for next Chiong

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24-Sep-2021 10:15

Seatrium / SembCorp Marine- The new Frontier.

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uiop, I also donated and decided to stay out and watch
This entire exercise is a cheat. Rights 8c and MGO at 8c.
Waiting for it to drop after the offer lapsed. Haha 28 days counting from when ????
Can get tax exemption. I don' t mind.

Zeclim1983 ( Date: 24-Sep-2021 09:26) Posted:

Let me be one of the fools.

uiop1223 ( Date: 24-Sep-2021 09:23) Posted:

Plenty of fools still donating money into SMM.

Suggest writing to IRAS to grant them tax reliefs for their efforts in national building 😂 😂 😂

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23-Sep-2021 09:52

Seatrium / SembCorp Marine- The new Frontier.

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Hahaha ... many are waiting

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23-Sep-2021 09:44

Seatrium / SembCorp Marine- The new Frontier.

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Zeclim, your script is good. I think there is probably 1 or 2 episode missing which is " the transition" .
Kind of tricky which nobody wants to talk about it.

Zeclim1983 ( Date: 23-Sep-2021 09:24) Posted:

To state the obvious may not be obvious after all.
When most of Mariners hoped for more than 8, but I differed.

Episode 1 according to the script.

We are in Episode 2. How long? Friday or at most next week?
Not sure. If take off, I will get episode 2 also right.

Hope I have got the game plan deciphered and the script mostly right when the shows end or have a second sequel.

If the script is followed, it should go to TERP within 3 months.

My views again.

Zeclim1983 ( Date: 21-Sep-2021 17:38) Posted:

I think all Mariners should not get carried away.
I do not see the TH will offer above 8 cents.
Rather, tmr will be a day of absorption for those quickie rights dumpers.
My view is, once the absorption is about done, the price must go above 10 cents and near the TERP.
With all the hype and assurance by the company, if the price does not go above TERP, I don see any difference between a real life cheat and a scam here.

Episode 1: offer at 8 (as stated in the circular)
Episode 2: Absorption of rights shares submarine below 9.
Episode 3: Take off thereafter
Episode 4: some news release (Beside KOM deal maybe). Deal probably be merger rather than same mechanism as SCI chapter. I guess no more freebie shares to Keppel shh. A merger which both sets of shh holding shares in a merged entity. Or part cash part shares? Not sure really
Episode 5: post merger. Share consolidation should be imminent at this stage. I guess price should be in the region of 15 to 20 for a consolidation

With singapore opening up, my take is the worst should be over for SCM.

Heavily vested here.

Huat to all Mariners!

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23-Sep-2021 09:27

Seatrium / SembCorp Marine- The new Frontier.

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Anything can happen, they are also watching the ground.
Are you hoping sh will take up the offer .... maybe if they have given up hope.
Btw when is the MGO Mochi time end ?
Many said will throw into the hardcopy into rubbish bin

boyboy61 ( Date: 23-Sep-2021 04:05) Posted:

It all depends on the level of acceptance. For a company to remain listed at least 10% must be in free float.

bornloser ( Date: 23-Sep-2021 01:05) Posted:

Will Semb Marine be delisted after MO?

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23-Sep-2021 09:15

Seatrium / SembCorp Marine- The new Frontier.

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Tiger, now is Mochi time 8c,
Mochi over liao, then maybe action time. Don' t kancheong

TigerPlay ( Date: 23-Sep-2021 08:27) Posted:

Did it went below 8cts? I din see it leh, if din go below how to buy below 8cts

TH doesn' t want to take over lar, they oredy mentioned time and again, want SCM to be listed, so the 8cts offer is like never offer. But some SH might sell at 8.2 or 8.3cts after listening to some forumer here frightening them with 5cts or 6cts or even some mentioned going 3cts, so they panic and might sell at 8.2cts yesterday. My advise is dun just listen and be frighten by pp, do you own analysis and make yr own decision. Who know some may frigten you and for all you know they are on the BUY queue waiting for you to sell....dyodd

TheDuellist ( Date: 23-Sep-2021 07:52) Posted:

Anybody bought Sembmarine below 8.0 cents?

How on earth would anyone of us public shareholders willing to surrender our shares?

No! The take-over will not succeed. Just a formality to put up the offer (that nobody wants)

But whether will Sembmarine take-off is another matter that no one knows, including TH

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23-Sep-2021 09:13

Seatrium / SembCorp Marine- The new Frontier.

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Zeclim, you are stating the obvious. The MGO is only for show.
As i said too much volality, now watching. Manfred very smart, said will come back in Jan 2022.
I bet you he is monitoring behind the screen/scene.
Give Chagatai 3 towers of beer .... maybe 4 towers. When come to 4-5 towers maybe action time
Tiger, no need to see too much lah ......

Chagatai ( Date: 23-Sep-2021 08:10) Posted:

Will Huat ! just a matter of time.

Zeclim1983 ( Date: 23-Sep-2021 06:39) Posted:

My views why MGO will NOT succeed:

1. MM/BB collected massively from 81/87 before 22/9 and during rights trading from 0.0001 to 0.005 (or 81/85 at conversion)

2. Absorption (day 1, 22/9) average about 82/83

3. Net avg, should be around 83.

If they (MM/BB and TH) are of different group, why must the former sell back to the latter in the MGO and take in a loss?

If so, they will be COLLUSION at the highest realm. If so again, it means TH is up to ill design of wanting to take SCM private but??

Taking it private is not going to happen, my views again:

1. Dbs is the other underwriter at 8. The arrangement for DBS to be partially taking the rights is a deliberate calibrated step to prevent all rights sub shares fall into TH hands ending up more than 90% and making it a de facto Compulsory acquisition.

2. Many shh from prior prior prior batches at very very very high price, will not be happy if CA happens. We will see many of them in Hong Lim Park. The Evergrande debacle saw many China Chinese out in the public protesting. Nobody can take such things for granted in Singapore. Our think-tank scholars will agree with any possible scenarios.

Unlike Hyflux, TH is in SCM. The grand plan is to make SCM merge with KOM to create a world class mega yard as the next direction is clean energy (global warming is huge topic).

Absorption may end on Friday or at most next week and SCM train should depart by then. Whether depart to Horland or to Promised Land, it is everybody?s guess.

But as far as I am concerned, I am on the train, my stakes is huge. Probably seated near the VvIP cabin.

Huat to Mariners (hope not submariners)

My POV. All the best.

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22-Sep-2021 09:49

Seatrium / SembCorp Marine- The new Frontier.

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Take up the rights at 8c and MGO at 8c. Cruise to nowhere .... I think also got to do with the current situation.
Watching no need to pay money. Will see what happen after the MGO
Very interesting hor

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16-Sep-2021 08:05

Medtecs Intl / The next journey

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Anyway all the best to everyone who are invested. Better not post lest someone will post after me.
If you have any updates please share so we can huat together

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16-Sep-2021 08:00

Medtecs Intl / The next journey

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Medtecs Chosen as Asian Development Bank' s Partner to Supply Vital PPE to Asian Developing Countries Amidst COVID-19 Pandemic

TAIPEI, Dec. 18, 2020 /PRNewswire/ -- Medtecs Group, a leading personal protective equipment (PPE) supplier based in Taiwan, had passed the rigorous procurement process of the Asian Development Bank (ADB) in June 2020 to become the ADB' s supplier of critical protective gear for frontline health workers risking their lives in the fight against the novel coronavirus (COVID-19).

Medtecs has been operating in Cambodia since 1999 and employs more than 5,500 people at its Kampong Cham factory, with 82% of the workforce composed of female workers. These Medtecs workers have been working tirelessly to help produce more than 1.2 million medical garments for those who need them in 11 developing countries in the Asia-Pacific region, including their hometowns in Cambodia.

In response to global efforts to combat the COVID-19 pandemic, the Health Sector Group of ADB' s Sustainable Development and Climate Change (SDCC) Department had mobilized funding to address this global health crisis in the amount of US$48.3 million, part of which was used to undertake procurement of urgently needed medical supplies.

" Our vision is to provide world-class medical products, services and protective wear to ensure that every frontline healthcare worker returns home safe. We feel very proud to be involved in this ADB initiative," said Medtecs Group CEO, William Yang. " Medtecs has always been committed to providing safe, comfortable protective clothing and equipment for healthcare professionals and workers since the company was founded more than 30 years ago."

Medtecs was one of the suppliers selected through the ADB' s procurement process, and was awarded a contract of $5 million to PPE, including isolation gowns, coveralls and shoe covers, to be distributed to frontline health workers in 11 ADB member countries.

Someone said Medtecs is downtrend, pretty obvious from $1 to now less than 50c, this where opportunity starts to form. So long as company is sound, just have to wait for the right moment.
Yatsa dyodd

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16-Sep-2021 07:54

Seatrium / SembCorp Marine- The new Frontier.

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Stanley, thanks. Obviously Medtecs is experiencing downtrend then watch. Important is the fundamental.
So how now for SCM, for you is uptrend. Wait for the announcement
You are worried because many of the management lapsed their rights or sold away at 0.1c ....

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15-Sep-2021 23:13

Medtecs Intl / The next journey

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UG Healthcare the composition
Zen UG Pte. Ltd.Corporation21 Dec 2020. 47.5666%. 293,133,293870,569-
Raydion Direct Global IncCorporation21 Dec 2020. 12.2764%. 75,654,253224,683-
Wong (See Keong)Individual Investor21 Dec 2020. 4.6930%28,921,28985,892-
Ang (Beng Teck)Individual Investor15 Sep 2020. 2.6868% 16,557,789296,592-
Employees Provident Fund (EPF)Investment Advisor08 Oct 2020. 1.7582%. 10,835,20010,835,200LOW

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15-Sep-2021 23:06

Medtecs Intl / The next journey

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Yang (Ker-Cheng)Individual Investor. 19 Mar 2021 10.5110% 57,748,4830. LOW
Holdrich International Ltd.Corporation. 19 Mar 2021 2.3012%. 12,643,2606,321,630. LOW
IFast Financial Pte Ltd.Corporation. 19 Mar 2021. 2.2061% 12,120,40012,120,400. MED
Leow (Siew Choo)Individual Investor. 19 Mar 2021 0.8813%. 4,841,9004,841,900. MED
BlackRock Institutional Trust Company, N.A.Investment Advisor. 31 Aug 2021. 0.8339%. 4,581,800266,200. LOW

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15-Sep-2021 22:59

Seatrium / SembCorp Marine- The new Frontier.

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They have been camel for too long and carry a heavy load until boey chuan quee. Finally let go ... Marican, Wong and many more
Jialat .... better to wait and see first.

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15-Sep-2021 22:56

Seatrium / SembCorp Marine- The new Frontier.

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Probably certain directive to lapse.
Like i have mentioned, why the management so silly meh sell tehir rights at 0.1c !!!
They could have sold for 0.5c, 0.4c and so forth
Worst lapsed ......

camelhump ( Date: 15-Sep-2021 18:21) Posted:

Announcements out now of Dir lettting their rights lapsed. Why they didnt sell the rights in open market ?

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15-Sep-2021 22:52

Seatrium / SembCorp Marine- The new Frontier.

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Chagatai, might be a bit too early.
Will wait for further announcement. Management so many did not take up the rights.
I think quite jialat.
Later Stanley will come at bark. Speaking the truth mah unless there is something that we did not know .....

Chagatai ( Date: 15-Sep-2021 20:27) Posted:

I vested too at 8.2 today

ahbui8 ( Date: 15-Sep-2021 19:51) Posted:

I bet MO will be trigger and the offer will be fair and reasonable, that y I vested. If I bet wrongly then too bad, roller coasters with 31B share

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15-Sep-2021 22:47

Medtecs Intl / The next journey

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If back to 30c will collect or accumulate. For now will monitor the movement.
Cheers

peterwong321 ( Date: 15-Sep-2021 22:11) Posted:

Back to 30 cents

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