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Haha...that' s true.
At least SMM' s price is still holding.

How about all your favourable stocks Keppel, PropNex, Starhub???
All underwater leh.
Yes, yes, please continue to hold.
As what you mentioned before, good stocks can hold...

chart_expert123 ( Date: 23-Dec-2021 16:34) Posted:

" Jialat for scammers. After scamming to buy SMM with hundred to thousand postings, share price still around RI' s. lol..."

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23-Dec-2021 17:48

Seatrium / Sembmarine_Green is the new gold_a better future

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Singapore do not have any natural advantage on 5G (HuaWei), Semicon (TSMC) due to our small population base. In these industries, Singapore are just playing second fiddle or a supporting role to the leaders/ MNC.

For the marine/ ooffshore sector, SCM/ Keppel OM are truly global players with our thriving port bringing in steady supply of repair/ retrofit work.

In fact, the ports are keeping Singapore alive while the aviation sector is obliterated by Covid. And a strong offshore/marine sector is integral to Singapore' s desire to be a global shipping centre.

Are we going to be a champion in 5G, Autonomous driving tech or Semicon? Go figure.

chart_expert123 ( Date: 23-Dec-2021 16:59) Posted:

The hottest industry promoted by government now is digital, 5G network with autopilot, advance Semicon Fab, cybersecurity and etc. The 2 new industry districts to be built by JTC under gov is Jurong Innovation District and Punggol Digital District. Offices in Singapore vacanted by offshore marine MNC are taken over by Digital industry.

Every industry is important to Gov, but which industry is the one to pump in money for expansion is based on actual action rather than lips service.

Oxtail ( Date: 23-Dec-2021 13:44) Posted:

Confident that GOV and TH have intention in building marine sector.
If in doubt, do type " trade minister marine sector" in google search.
In there, you will find lots of news in GOV intentions. GOV invested and has plans in this sector. I do not even need to talk about TH commitment.

Even tho the above is true, we as investor, should look out for facts/signs if SCM is on the right track.

Marine sector uptrend but can SCM get more contracts ? The latest contract win is a repeat order. Usually, if one is able to get repeat order, it means the client is satisfied with your service , your price or whatever. It also tells that the company is relevent to such industries. If SCM is relevent, I don' t see why SCM won' t prosper during market upturn.
R& D money being dump into drain ? There is no guarantee in R& D. R& D with no result is like $$$ sucking into bottomless pit. GOV and TH are very ambitous. They love to R& D and they don' t mind pouring lots of $$$ into it. We, as a minority shareholders, are just being drag around. To minority shareholders, our bar is low. We just hope that SCM do not make a loss for this year and following year and we will be delighted. Back to R& D, It is comforting to know that they receive good results in their recent 3D printing. At least, we know that good $$$ is not being dump into the drain.
SCM profitable in executing projects during COVID epedemic ? For this, we do not know. And have yet to see

As we invest, we need to look out for signs.
I appreciate forumers post news in this thread.
We need news, insider information to constantly watch out for signs.
Base on the above, make changes to our portfolio.
Yes. Price falling are demoralizing. All of us can see the price. But price are not everything.

Buy a stock the way you would buy a house. Understand and like it such that you&rsquo d be content to own it in the absence of any market

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23-Dec-2021 11:29

Seatrium / Sembmarine_Green is the new gold_a better future

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Yup, agree. CE_123 contributed about 60 posts on the closing day of the rights issue telling people not to subscribe because it will crash to 4 cents post rights. I am sure it is purely out of good intention to educate others, not to influence them in any way.

kopi-boy ( Date: 23-Dec-2021 11:19) Posted:

Don' t think peopl like to see the word " hope" .

An investment view should be based on thorough assessment and understanding the risks involved. Hence, making an investment call shoud be based on calculated risk. No investments come without risk, except for risk-free assets like govt bonds. Even some govt bonds come with credit risk.

Their risk appetite is just not big enough to stomach the risk. Nothing wrong with that and sharing opinion is fine. Just don' t try to influence others for personal gain.

Be objective!

pkli899 ( Date: 23-Dec-2021 11:10) Posted:

I like your sharing, your knowledge of marine sector.
However, sorry to say, your pessimism and negativity, I cannot accept.
Whatever development in this company, u only see the negative stuff.
This company got nothing positive going forward?
Really hopeless?
For me, I know SCM is at rock bottom but I also believe there is still hope.
I look at the positive side of it. No other direction it can go but up.
Of course not all company facing such situation can survive.
But this one with strong backing surely can.
I sincerely wish your pessimism is confine to this counter only.
Otherwise, life is going to be very miserable

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23-Dec-2021 00:18

Seatrium / Sembmarine_Green is the new gold_a better future

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Don' t worry for me bro. I am taking my time with the accumulation this time round. Have been expecting it to stay at 8+ cents for awhile as mentioned to you previously.

Likely to break 9 cents nearing end Feb when they announce Year end results + some contract announcements.

The news for the next month or so should be about the overdue deliveries.

MANFREDTMK ( Date: 22-Dec-2021 17:03) Posted:

Bro, don't overexposed yourself. Cannot count on TH to help minority shareholders if anything goes wrong with SM, rather it is the opposite. I began to have reservations on trust and loyalty in Singapore. Like I just found out, Blackrock is the one that is paring its stakes from 0.7% to 0.5% over the last 3 months. TH is the 5th major shareholder in Blackrock. Be prudent, don't bet with your life

better ( Date: 22-Dec-2021 11:54) Posted:

Just collected a bunch at 8.2 cents....queuing since Sunday evening.

Order Detail

Action

Buy

Transaction ID

20211220000007002

Symbol

S51

Stock Name

SEMBCORP MARINE

Filled Price

SGD 0.08200

Status

Filled

Special Instructions

None

Order Date and Time

20/12/2021 12:26:51 PM

Order Type

Limit Order

Good Till

18/01/2022

Quantity

500000

Filled Quantity

500000

Outstanding Quantity

Filled Details

Filled Quantity	@ Price	Date (Market Time)	Counter Party
1900	SGD 0.08200	22/12/2021	UBS
100	SGD 0.08200	22/12/2021	ABN AMRO
20000	SGD 0.08200	22/12/2021	OCBC
478000	SGD 0.08200	22/12/2021	PHILLIP

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22-Dec-2021 11:54

Seatrium / Sembmarine_Green is the new gold_a better future

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Just collected a bunch at 8.2 cents....queuing since Sunday evening.

Order Detail

Action

Buy

Transaction ID

20211220000007002

Symbol

S51

Stock Name

SEMBCORP MARINE

Filled Price

SGD 0.08200

Status

Filled

Special Instructions

None

Order Date and Time

20/12/2021 12:26:51 PM

Order Type

Limit Order

Good Till

18/01/2022

Quantity

500000

Filled Quantity

500000

Outstanding Quantity

Filled Details

Filled Quantity	@ Price	Date (Market Time)	Counter Party
1900	SGD 0.08200	22/12/2021	UBS
100	SGD 0.08200	22/12/2021	ABN AMRO
20000	SGD 0.08200	22/12/2021	OCBC
478000	SGD 0.08200	22/12/2021	PHILLIP

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21-Dec-2021 15:26

Seatrium / Sembmarine_Green is the new gold_a better future

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Hahaha, thanks for the article link to disproof what you said.

SCM spent $100 million over 2+months from rights issue. Likely the cash receipts from delivery of Hornsea 2 platforms and Tyra topsides and repair/ upgrade work is more than enough to cover that.

$430 million is used to repay a loan. Repaying loan is not an expenditure and reduces future financing cost.

Go figure.

chart_expert123 ( Date: 21-Dec-2021 15:07) Posted:

****That' s all in your mind****

https://www.upstreamonline.com/finance/sembcorp-marine-spends-more-of-1-1-billion-lifeline/2-1-1108379

&ldquo Following the above utilisation, the balance of the net proceeds is approximately S$970 million,&rdquo Sembmarine said on Monday.

if got 788 mio cash, you thought Temasek would inject cash for 1.5Bil right? would the 1.5Bil cash raised in Sep 2021 be utilised within 2 months immediately and left 970mio cash?

****That' s all in your mind****

better ( Date: 21-Dec-2021 14:55) Posted:

That' s all in your mind. SCM has $788 million cash on hand as at 30th June 2021, before the S$1.5 billion cash injection from the rights issue. Go figure

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21-Dec-2021 14:55

Seatrium / Sembmarine_Green is the new gold_a better future

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That' s all in your mind. SCM has $788 million cash on hand as at 30th June 2021, before the S$1.5 billion cash injection from the rights issue. Go figure.

weekaykee ( Date: 21-Dec-2021 13:52) Posted:

Agree but in the case of SCM , it is a case of not just negative results but potentially no money left for operating as an entity very soon, unless they lauch another super dilutive RI.

dcproperty ( Date: 21-Dec-2021 09:21) Posted:

One thing I do know is that a super stock collapse from high price. Likewise a cheap counter might not be forever cheap.
When a company releases great result, it doesn' t mean share price goes up. Similarly, should a company gives negative result, it doesn' t mean the share goes down.
Indeed, this is the phenomenon of the tradin

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21-Dec-2021 13:09

Seatrium / Sembmarine_Green is the new gold_a better future

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Hahaha lol 😆

stanleytay ( Date: 21-Dec-2021 12:50) Posted:

Let him talk here la.. He goes other thread.. no one bother about him. He only find people responding to him here. Haha

chart_expert123 ( Date: 21-Dec-2021 12:42) Posted:

sama sam

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21-Dec-2021 10:49

Seatrium / Sembmarine_Green is the new gold_a better future

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That is another oxymoron logic that only a moron can understand. If SCM is going to zero, KC must be a moron to merge Keppel OM with SCM and get shares of the combined entity. Go figure.

chart_expert123 ( Date: 21-Dec-2021 10:02) Posted:

Dead stock die with low volume,

target price 4-5cents.

No merge with Keppel O& M, target price 0 cents.

chart_expert123 ( Date: 20-Dec-2021 09:29) Posted:

see 8.2-8.3 again.

TP 4-5cents.

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20-Dec-2021 18:11

Seatrium / Sembmarine_Green is the new gold_a better future

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Queuing since morning at 8.2 cents but did not get anything.

Seems like most of transactions are done at 8.3 today. Would continue to camp at 8.2 for the next few days and see how.

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14-Dec-2021 15:47

Seatrium / Sembmarine_Green is the new gold_a better future

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. Good buy!

I plan also to collect any bunch before Christmas.

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14-Dec-2021 15:03

Seatrium / Sembmarine_Green is the new gold_a better future

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Keppel OM/ Dyna mac got some work for the Barossa FPSO.

Sembmarine is doing the FEED for the Darodo FPSO which may be a project worth S$1- 1.5 billion when the final deal is sealed mid next year.

The Korean yards are quite busy now with their LNG carriers backlog. And they are mostly building hulls in China for their FPSO projects. With the Australia' s no China parts policy, things are going Singapore' s way.

kopi-boy ( Date: 14-Dec-2021 14:53) Posted:

will there be many australian offshore projects in the pipeline for the next 1 to 2 yrs?

better ( Date: 14-Dec-2021 14:47) Posted:

A closer estimate is between S$200 to 400 million worth.

More Australia offshore projects will go Singapore' s way as China yards are ruled out because of the China-Australia trade war

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14-Dec-2021 14:47

Seatrium / Sembmarine_Green is the new gold_a better future

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A closer estimate is between S$200 to 400 million worth.

More Australia offshore projects will go Singapore' s way as China yards are ruled out because of the China-Australia trade war.

pkli899 ( Date: 14-Dec-2021 14:30) Posted:

Despite not knowing the value, it' s still a positve news.
Hope more contracts flow in.
Cheers to all holders.

better ( Date: 14-Dec-2021 14:02) Posted:

No idea. Could be anywhere from S$100million to S$1biion

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14-Dec-2021 14:02

Seatrium / Sembmarine_Green is the new gold_a better future

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No idea. Could be anywhere from S$100million to S$1biion.

bystander1965 ( Date: 14-Dec-2021 13:26) Posted:

Do you know?
It' s not mentioned at all.

better ( Date: 14-Dec-2021 13:16) Posted:

Pluto train 2 project is worth estimated US$12 billion. What is Sembmarine's portion

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14-Dec-2021 13:16

Seatrium / Sembmarine_Green is the new gold_a better future

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Pluto train 2 project is worth estimated US$12 billion. What is Sembmarine's portion?

bystander1965 ( Date: 14-Dec-2021 12:16) Posted:

Train?

bystander1965 ( Date: 14-Dec-2021 12:15) Posted:

Sembcorp Marine to Support Bechtel in the Construction of Gas
Processing Train for Pluto Train 2 Project
Singapore, 14 December 2021: Sembcorp Marine Ltd, through its wholly-owned
subsidiary, Sembcorp Marine Offshore Platforms Pte. Ltd. (" SMOP" ), has entered
into a contract with Bechtel Overseas Corporation (&ldquo Bechtel&rdquo ) for module assembly
of the second LNG train to be constructed at the Pluto LNG Project (&ldquo Pluto Train 2&rdquo ).
Bechtel and SMOP will form an integrated management team to manage the
module assembly programme for Pluto Train 2, scheduled to be completed in 2024.
Pluto LNG is a single onshore LNG processing train located on the Burrup Peninsula
near Karratha in the north-west of Western Australia and currently processes gas
from the Pluto and Xena offshore fields. Woodside has operated Pluto LNG safely
and reliably since its start-up in 2012. The construction of Pluto Train 2 will
expand Pluto' s existing processing capacity by around five million tonnes per
annum and allow for the processing of third-party gas resources.
Sembcorp Marine Head of Offshore Platforms Mr Samuel Wong said, &ldquo Sembcorp
Marine is pleased to collaborate once again with Bechtel on an Australian LNG
project. The Group looks forward to executing the project safely and efficiently and
we thank Bechtel for their continued trust in our capabilities.&rdquo
Previous collaborations between Sembcorp Marine and Bechtel include Australia
Pacific LNG project and the Wheatstone LNG project.
The aforementioned contract is not expected to have any material impact on the net
tangible assets and earnings per share of the Group for the year ending 31 December
2021.
Pluto LNG Project (Photo: Bechtel, all Rights reserved)
Company Registration Number: 196300098Z

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09-Dec-2021 20:58

Seatrium / Sembmarine_Green is the new gold_a better future

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Yes, the one party that is accumulating is likely a Wall street shark like Goldman Sach, JP Morgan or the likes. Most buy transactions were done at 8.5/ 8.6 cents over the past 2 weeks.

However, my opinion is that the accumulation is to slowly cover their 1-2 billion shares Short position that was built up when they suppress SCM' s share price from 16 to 8 cents immediately post rights issue.

Oxtail ( Date: 09-Dec-2021 20:44) Posted:

It seems to me that there is only one party accumulating SCM.
If I am them accumulating SCM, very shiok.
Now not happy, drop to 8.3/8.4.... Later, return back to 8.4 to 8.5... If feel shiok, buy to 8.5/8.6...
Go up and down repeatedly to squeeze/irritate those retailers and contras.

Why they won' t go to 8.2 and 8.3
I think this is because there is long queue (queue to the max) at the price 8.2 to 8.3. It does not make sense for them to sell a big chunk( that is about their two days worht of accumulation) to drive down price since their purpose is to accumulate.
If there is long queue at 8.4, they will have to set the range higher.

Yup. Yes. That one party is having a monopoly of the SCM share range(8.3 to 8.5)

MANFREDTMK ( Date: 09-Dec-2021 12:29) Posted:

Since the top 25 shareholders ( excluding TH) only own 1.2b shares, it's hard for them to push the price below 8 cents. Retails own 42% and will not sell at a loss. Those who wish to sell have already sold. Hence, it only needs a small increase in demand, perhaps due to funds allocating higher weightage to Green Energy shares, to cause a squirt all over the face.

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09-Dec-2021 17:54

Seatrium / Sembmarine_Green is the new gold_a better future

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Not that young lah....turning 50 in 2+ yrs time.

blackpearl ( Date: 09-Dec-2021 16:37) Posted:

You so young arh

, like ttbanthony who claimed to be a grandfather, I already have many grand nephews & nieces some of whom already have their own children

better ( Date: 09-Dec-2021 12:07) Posted:

Not quite, but almost.

I give myself until age 50 the luxury of making concentrated bets. After 50, would be more cautious

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09-Dec-2021 12:07

Seatrium / Sembmarine_Green is the new gold_a better future

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Not quite, but almost.

I give myself until age 50 the luxury of making concentrated bets. After 50, would be more cautious.

MANFREDTMK ( Date: 09-Dec-2021 12:00) Posted:

Got it. Seems like you are betting your life on SM. May be prudent to diversify your portfolio. But hard to find bomb-out recovery stocks now.

better ( Date: 09-Dec-2021 11:51) Posted:

I think I know how it works.

I am using DBS Vickers. If the seller is using another broker, they would show the name of the other broker as the counter party.

If the seller is also using DBS Vickers, then an internal client code would appear as the counter party....in this case client " 751" of DBS Vickers.

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09-Dec-2021 12:03

Seatrium / Sembmarine_Green is the new gold_a better future

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May I know how did you get the info?

bystander1965 ( Date: 09-Dec-2021 11:59) Posted:

Daiwa Capital Markets

better ( Date: 09-Dec-2021 09:30) Posted:

Just done earlier. Anyone know who is " 751" ?

Order Detail

Action

Buy

Transaction ID

20211208000013095

Symbol

S51

Stock Name

SEMBCORP MARINE

Filled Price

SGD 0.08400

Status

Filled

Special Instructions

None

Order Date and Time

08/12/2021 09:42:00 PM

Order Type

Limit Order

Good Till

07/01/2022

Quantity

450000

Filled Quantity

450000

Outstanding Quantity

Filled Details

Filled Quantity	@ Price	Date (Market Time)	Counter Party
450000	SGD 0.08400	09/12/2021	751

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09-Dec-2021 12:02

Seatrium / Sembmarine_Green is the new gold_a better future

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Well said!

MANFREDTMK ( Date: 09-Dec-2021 11:55) Posted:

Drawn from my strong belief that management is now more determined than ever to prove all skeptics wrong via higher stock prices, facilitated by an improving industry. The ability to spot recovery play always give the highest returns. SM is nuclear-bomb out. Low Entry price is the primest property, not Orchard road or District 10, even if it's haunted

kopi-boy ( Date: 09-Dec-2021 10:49) Posted:

i like your positive thinking

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Haha...that' s true. At least SMM' s price is still holding. How about all your favourable stocks Keppel, PropNex, Starhub??? All underwater leh. Yes, yes, please continue to hold. As what you mentioned before, good stocks can hold...

" Jialat for scammers. After scamming to buy SMM with hundred to thousand postings, share price still around RI' s. lol..."

Order Detail

Filled Details

Order Detail

Filled Details

Order Detail

Filled Details

Haha...that' s true.
At least SMM' s price is still holding.

How about all your favourable stocks Keppel, PropNex, Starhub???
All underwater leh.
Yes, yes, please continue to hold.
As what you mentioned before, good stocks can hold...