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09-Sep-2020 10:00

Seatrium / Where did 2nd SCM new NAV thread disappeared to?

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According to Bloomberg data, nine of the 11 calls for SCI are " buy" calls. As of Tuesday, analysts had an average target price of S$2.24. There is also one " hold" and one " sell" call.

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09-Sep-2020 09:51

Seatrium / Where did 2nd SCM new NAV thread disappeared to?

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temasek is looking at the long haul while most opportunists are short sighted.
can you imagine, from 20c grow to $1.
will you still say temasek is stupid. heard so many traders kenna burnt when they took the wrong turn.
after this whole exercise, temasek has about 70% stake in smm.
imho ... it is a smart move. it is a win win for both sci & smm

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08-Sep-2020 09:41

Sembcorp Ind / SembCorp Industries

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there key milestone we need to watch, today will give you a clue about tomorrow and come 11 sept with the creation of 2 focused companies.
it is getting exciting to watch. like watching soccer match.
they are moving forward with the plan.
movement has slowed down for scm
wait for the next move. watch and follow
imho

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08-Sep-2020 09:29

Sembcorp Ind / SembCorp Industries

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when a trainer tame the tiger, noticed they hold a stool with 4 legs. why ???
4 legs are to distract the tiger so the tiger won' t focus directly at the trainer.
forget about the distraction, focus on the trend emerging. then you know it is so clear. good luck
imho

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08-Sep-2020 09:25

Sembcorp Ind / SembCorp Industries

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follow the trend. it is so clear.
when one follow the trend, one must not have our pre-conceived plan.
watch and follow.
they are doing the right thing. fly me to the moon, let me play zmong the stars
imho

danger ( Date: 08-Sep-2020 09:05) Posted:

Ya that' s true .. massive loss if SCI goes up further after XE

Maller ( Date: 08-Sep-2020 09:04) Posted:

It will go pass 2 dollars? Shortists will not short this stock as they need to pay for the 4.91 smm shares if they short? Dyodd

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07-Sep-2020 22:52

Sembcorp Ind / SembCorp Industries

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yes, like i always said .... watch and follow and ride on the coat-tail of bbs ... hahahaha
dyodd
will smm continue to rise and will sci continue to drop ???
i may buy more smm .... heehee
anyway who are we .... small small puny players

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07-Sep-2020 22:29

Sembcorp Ind / SembCorp Industries

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i am just as curious how smm will be after 11 sept?
pre-rights exercise, scm 60.1% by sci sh and 39.1% scm public shareholders.

post scm, temasek $600m plus their existing stake in sci 49.3% and the remaining 50.7% by sci shareholders.
the % of scm by sci public shareholders will be further reduced.

90.2% of the rights are taken up by existing scm sh. the creation of two focused companies
well i am keeping my bonused scm 4.91.... imho

bystander1965 ( Date: 07-Sep-2020 21:37) Posted:

IMHO, unless you are doing trading, it doesn' t really matter. Eventually it will settle down, and SCI should trend upwards. Actually below $1 or 0.98, SCI will appear very cheap.
Also no one knows how the SMM shares from SCI will be valued and what would happen tomorrow.
I am not going to worry too much since I am in this for the long haul. Just have to see SCI price on Wednesday and get ready to scoup if it behaves out of whack.

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07-Sep-2020 21:04

Sembcorp Ind / SembCorp Industries

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https://links.sgx.com/FileOpen/Proposed%20Distribution-Confirmation%20of%20Record%20Date%20and%20Distribution%20Ratio.ashx?App=Announcement& FileID=630876

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07-Sep-2020 20:43

Sembcorp Ind / SembCorp Industries

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temasek increased their stake in smm from the $600m plus their stake thru sci - temasek 49.3%and sci shareholders 50.7%
before the exercise scm public shareholders is 39.1% and sci 60.1%
90.2% by the scm shareholders including excess.
whitewash resolution stands
scm is about to demerge on 11 sept 2020 and move forward ... hip hip hooray. merry christmas !!!

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07-Sep-2020 20:13

Sembcorp Ind / SembCorp Industries

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acceptance 78.2% plus excess 12%
total is 90.2%
9.8% did not take up.
when i joined in the chatgroup, many said all will give up
0% vs 90.2% is a big different in %
i supposed temasek & sci shareholders constitutes about 63-65%. since temasek supposed to undertake the remaining rights not taken up.
excess rights has to be from smm shareholders
imho

bystander1965 ( Date: 07-Sep-2020 19:19) Posted:

That means SMM public SH subsribes to $100M of it only. About 2B shares (about 20%), when there are 39% of them. A lot just gave up? Actually I gave up some also. Haha but tried to get them back from SCI.

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07-Sep-2020 10:53

Sembcorp Ind / SembCorp Industries

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8 sept lei. 11 sept smm shares will be at 3,255.0478 (' mil) and that will includes sci sh' s entitled smm shares

bystander1965 ( Date: 07-Sep-2020 10:44) Posted:

Trading xd on Wednesday 9Sep.

ADS2200 ( Date: 07-Sep-2020 10:41) Posted:

xd is tomorrow so many are waiting for smm ratio to decide to go in .... now is the crucial moment.
just watch

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07-Sep-2020 10:41

Sembcorp Ind / SembCorp Industries

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xd is tomorrow so many are waiting for smm ratio to decide to go in .... now is the crucial moment.
just watch

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07-Sep-2020 10:34

Sembcorp Ind / SembCorp Industries

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looking at the movement today, very likely it is the lower end of the dis.
smm shares rallied while sci languishing
this is just my observation. maybe after lunch sci will shoot through the roof
imho

jlong0005 ( Date: 07-Sep-2020 10:10) Posted:

Looks like the result of the right issues coming very soon, judging from the moves of SCI and SCM.

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05-Sep-2020 10:25

Sembcorp Ind / SembCorp Industries

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rmb someone said it is undervalued. found it ... sgtrader17
$600m is still a lot of money for temasek. they are putting good money.
my take is to hold on to my sci and smm .... watch and follow. if smm price is going lower maybe buy a little bit.
management is holding their smm rights and definitely many million times more than me.

des_khor ( Date: 04-Sep-2020 11:42) Posted:

Temasek put real 0.20 cask per share ... definitely is under value !

SgTrader17 ( Date: 04-Sep-2020 11:28) Posted:

It's a positive sign that SCM is not dropping despite wall Street bloodbath. It shows that SCM is already in oversold and undervalued stage. Anyone whom want to sell already sold their SCM and anyone whom wants to short may just end up scooping back their shorts when SCM turns around suddenly. With that status quo, SCI is one of the resislent stock to buy for these few days since it carries a prize of free SCM shares as rewards and ppl adding value of both SCM and SCI together will feel that they shld be buying and not selling, not until next Tuesday, at least. It's supported. We can sleep well at night, I think. Vested. And ... Dyodd.

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05-Sep-2020 10:14

Sembcorp Ind / SembCorp Industries

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your figures are based on assumption,
" If u think they can earn 100millions
EPs is 100millions /12 billions float
X15pe is mere 0.125"

based on the projects in the pipeline and the recent project with ge. plus the debt reduction after the rights. bbs is in a position to turn around. imho

someone mentioned time to buy instead of sell. apparently the shortists covered their position yesterday. before shares are credited on 11 sept, temasek holds more than 50% what is available for borrowing is scarce and the cost is much higher than a normal circumstances. beside the management has the power to influence the sentiment just like the 3 sept news release. temasek being the major shareholders will exert their influence just like olam saga. best to be cautious. again imho

shadow11 ( Date: 05-Sep-2020 09:37) Posted:

How to give smm a fair value.

If u think they can earn 100millions
EPs is 100millions /12 billions float
X15pe is mere 0.125

They been marking loss. Share price naturally drop below 20c.

simpleguy123 ( Date: 05-Sep-2020 09:27) Posted:

The way I see it if more allocation of SMM Shares to SCI Shareholders then it' s bad news for SMM Shareholders. Because this leads to potential bigger sell-off in SMM resulting in the downward dilution of the share price. I have a feeling insiders know the volume to be allocated, hence why SMM share price broke below $0.20/share.

How this impacts SCI share price, would likely be in a retracement after those " free" SMM shares are issued (transferred) to SCI Shareholders. This may impact in terms of how much $$$ for those " free" SMM shares are issued per every one SCI share. (Eg. 4.27~4.97 SMM Share: 1 SCI Share)

After all, as Ted Hughes says: " Nothing is free. Everything has to be paid for. For every profit in one thing, payment in some other thing."

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04-Sep-2020 19:43

Sembcorp Ind / SembCorp Industries

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today the short sell volume came down drastically. despite wall street sharp decline, the price came down 0.001.
sci hold rather steady today. hope monday will break $2 and beyond. ho ho ho say say say !!!

des_khor ( Date: 04-Sep-2020 11:42) Posted:

Temasek put real 0.20 cask per share ... definitely is under value !

SgTrader17 ( Date: 04-Sep-2020 11:28) Posted:

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04-Sep-2020 10:03

Sembcorp Ind / SembCorp Industries

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naoshaingo, if not bcos of wall st closely sharply down. sci should cross $2. so far still holding steady 1.93-1.94

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04-Sep-2020 09:32

Sembcorp Ind / SembCorp Industries

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look like sci is detached from smm and probably that way till 11 sept. guess smm share will be subject to the movement.
shall wait and see how for smm share. if smm drop too much also pointless to sell, might as well keep and see how smm consolidate after the demerger

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03-Sep-2020 22:35

Sembcorp Ind / SembCorp Industries

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AMALGAMATION OF SUBSIDIARIES Singapore, 3 September 2020 &ndash Sembcorp Marine Ltd (the &ldquo Company&rdquo , and together with its subsidiaries, the &ldquo Group&rdquo ) wishes to announce that Sembcorp Marine Integrated Yard Pte Ltd (&ldquo SMIY&rdquo ) and Sembawang Shipyard Project Services Pte Ltd, both wholly owned subsidiaries of the Company, have amalgamated pursuant to Section 215D of the Companies Act, with SMIY as the surviving amalgamated entity (the &ldquo Amalgamation&rdquo ). The Amalgamation took effect on 1 September 2020. The Amalgamation is a result of an ongoing business review to streamline the Group&rsquo s corporate structure for better management control and operational efficiency. The Amalgamation is not expected to have a material impact on the net tangible assets per share and earnings per share of the Group for the current financial year ending 31 December 2020. None of the directors or controlling shareholders of the Company have any interests, direct or indirect, in the Amalgamation other than through their shareholdings (if any) in the Company.

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03-Sep-2020 22:18

Sembcorp Ind / SembCorp Industries

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my understanding in normal circumstances borrowing cost is cheap but when a stock is going thru right issue. the cost of borrowing shares is limited and interest is much higher.
anyway they know what they are doing.
they are using their financial muscle. today' s value amount is $2,458,532. small tiny players like us just watch and try to follow as much.

randommonkey ( Date: 03-Sep-2020 21:31) Posted:

I' ve been thinking something, can someone enlighten me about it.
Everyone know' s that once SCI shareholders get SMM, a large perecntage of SCI holders will simply dump the SMM. In that case, what is avoiding people to simply just open a CFD short at this point in time and wait for SCI shareholder to get entitlement and massive dumping occur to cover the short?
Is there something I am missing out?

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