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nyde1d1th Veteran	16-Feb-2016 14:40        nyde1d1th About Contact  Quote this Post!
x 0   x 0  Alert Admin	interesting...still can rally...
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1oopls Master	16-Feb-2016 12:42        1oopls About Contact  Quote this Post!   Yells: "I love my evil cute cute darling"
x 0   x 0  Alert Admin	the question is how do you view impairment?
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earlybird14 Supreme	16-Feb-2016 10:18        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	1.45. Cash only 600mio or around 30usd cents. This is classified as overvalued when price at 1.45. With the this balance sheet, result and outlook, sembmar has to price at 50-60% duscounted nav value which is around 70-80 cents. So, be careful to hold it. earlybird14      ( Date: 16-Feb-2016 10:14) Posted: Pe ratio move to negative, nav is just 1.22usd, share price 1.4
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ysh2006 Supreme	16-Feb-2016 10:16        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If Ah Kong wants them to merge operation start retrenching staff (Over  capacity) by second half  do you think how much can get for each   shareholder ?... zhixuen      ( Date: 16-Feb-2016 09:47) Posted: My relationship with SMM more than 7 years. I' m watching the operations day to day except holidays.  I know what is happenning. The most worries for me is Brazil but it has revealed so nothing is worse than this.  Back to peak like year around 2010 is not possible in short term but long term is good to hold.
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earlybird14 Supreme	16-Feb-2016 10:14        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Pe ratio move to negative, nav is just 1.22usd, share price 1.4
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earlybird14 Supreme	16-Feb-2016 10:09        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Seriously doubt worst is over. A lot beaten down bluechips with good profit and balance sheet, why choose the 2nd worst one after noble for the top 30? zhixuen      ( Date: 16-Feb-2016 09:47) Posted: My relationship with SMM more than 7 years. I' m watching the operations day to day except holidays.  I know what is happenning. The most worries for me is Brazil but it has revealed so nothing is worse than this.  Back to peak like year around 2010 is not possible in short term but long term is good to hold.
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zhixuen Veteran	16-Feb-2016 09:47        zhixuen About Contact  Quote this Post!
x 0   x 0  Alert Admin	My relationship with SMM more than 7 years. I' m watching the operations day to day except holidays.  I know what is happenning. The most worries for me is Brazil but it has revealed so nothing is worse than this.  Back to peak like year around 2010 is not possible in short term but long term is good to hold.
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edchai Veteran	16-Feb-2016 09:44        edchai About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	almost all bad news revealed but the crisis is not over ..... zhixuen      ( Date: 16-Feb-2016 09:32) Posted: All the bads almost over.  Low Oil Price, late recognization of profit, Brazil sete payment, bad results and etc erc.  Now is the time to buy this counter. Just vest at $1.425
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earlybird14 Supreme	16-Feb-2016 09:33        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Same same lah. Both mismanaged. Without cma bought over, do u think what price nol is now? If cma has a choice again, will they buy nol? Answer is quite clear based on today market. Sembmar are everywhere fire, now their cosco joint venture also burning them, just matter of time cosco will raise right too. Qanghoo      ( Date: 16-Feb-2016 09:27) Posted: Thx, brother, trust what u say.  But this is what we mean .... how  NOL want to compare with SMM?  earlybird14      ( Date: 16-Feb-2016 08:36) Posted: No lah. They stop petrobras work already. The written off impairment is for those jobs have been recorded in past few quarters revenue. Coming forward we will only see them making loss. Sembmar is very charm.
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zhixuen Veteran	16-Feb-2016 09:32        zhixuen About Contact  Quote this Post!
x 0   x 0  Alert Admin	All the bads almost over.  Low Oil Price, late recognization of profit, Brazil sete payment, bad results and etc erc.  Now is the time to buy this counter. Just vest at $1.425
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Qanghoo Supreme	16-Feb-2016 09:27        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thx, brother, trust what u say.  But this is what we mean .... how  NOL want to compare with SMM?  earlybird14      ( Date: 16-Feb-2016 08:36) Posted: No lah. They stop petrobras work already. The written off impairment is for those jobs have been recorded in past few quarters revenue. Coming forward we will only see them making loss. Sembmar is very charm. Qanghoo      ( Date: 16-Feb-2016 07:32) Posted: Brother, but are we expecting SMM to cintinue writing off at 500 mil every qtr going forward?
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Qanghoo Supreme	16-Feb-2016 09:20        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Brother, my personal sense is SMM results quite bad.  They seem less disciplined than KC if u ask me.  So, I' d be more cautious with SMM.  One hope though is if mummy decides to take baby home to nurse privately (of course, only if  there' s a considerable premium to  current share px, given especially that a lot of people had bought at much higher px).  BreadPitt      ( Date: 16-Feb-2016 08:46) Posted: Thanks for the info, like to hear some positive analysis. I have combo meals of keppel corps and many sembmarine and keep averaging down .... Qanghoo      ( Date: 16-Feb-2016 08:09) Posted: Not bad, arh, brother.  Ur prediction quite zhun leh.  Just to share a bit more.  If we have read up, some in OnG have stated that shrinking of investments now cld be a big mistake.  So, there u have it.  Likely a bright future to expect maybe one-two yrs down the road.  My sense is with KC n SMM results out, KC wld be a good bet for what' s likely coming - they seemed well prepared for the long winter n have prudently been making provisions to cushion against the treacherous landscape now.  My persona TP for KC within the next 30-36 mths is 9-10 SGD, if oil px normalises to 80-100 USD within the next one-two yrs.  As always, we shd all doodd  (do our own dd).
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BreadPitt Member	16-Feb-2016 08:46        BreadPitt About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for the info, like to hear some positive analysis. I have combo meals of keppel corps and many sembmarine and keep averaging down .... Qanghoo      ( Date: 16-Feb-2016 08:09) Posted: Not bad, arh, brother.  Ur prediction quite zhun leh.  Just to share a bit more.  If we have read up, some in OnG have stated that shrinking of investments now cld be a big mistake.  So, there u have it.  Likely a bright future to expect maybe one-two yrs down the road.  My sense is with KC n SMM results out, KC wld be a good bet for what' s likely coming - they seemed well prepared for the long winter n have prudently been making provisions to cushion against the treacherous landscape now.  My persona TP for KC within the next 30-36 mths is 9-10 SGD, if oil px normalises to 80-100 USD within the next one-two yrs.  As always, we shd all doodd  (do our own dd).  BreadPitt      ( Date: 16-Feb-2016 07:47) Posted: Sembmarine at least still give good dividends of $20 Ang Pow amidst drastic result. Hope marine boy can pull through after oil price starting to reverse trend
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earlybird14 Supreme	16-Feb-2016 08:36        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	No lah. They stop petrobras work already. The written off impairment is for those jobs have been recorded in past few quarters revenue. Coming forward we will only see them making loss. Sembmar is very charm. Qanghoo      ( Date: 16-Feb-2016 07:32) Posted: Brother, but are we expecting SMM to cintinue writing off at 500 mil every qtr going forward?  earlybird14      ( Date: 16-Feb-2016 07:23) Posted: After it happen, then talk about it. Nol has happened. Sembmar still subject to future market
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newbie24 Veteran	16-Feb-2016 08:22        newbie24 About Contact  Quote this Post!
x 0   x 0  Alert Admin	On the sidelines, if a rights issue comes, I'll really pick durians haha, or am I just dreaming
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Qanghoo Supreme	16-Feb-2016 08:09        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not bad, arh, brother.  Ur prediction quite zhun leh.  Just to share a bit more.  If we have read up, some in OnG have stated that shrinking of investments now cld be a big mistake.  So, there u have it.  Likely a bright future to expect maybe one-two yrs down the road.  My sense is with KC n SMM results out, KC wld be a good bet for what' s likely coming - they seemed well prepared for the long winter n have prudently been making provisions to cushion against the treacherous landscape now.  My persona TP for KC within the next 30-36 mths is 9-10 SGD, if oil px normalises to 80-100 USD within the next one-two yrs.  As always, we shd all doodd  (do our own dd).  BreadPitt      ( Date: 16-Feb-2016 07:47) Posted: Sembmarine at least still give good dividends of $20 Ang Pow amidst drastic result. Hope marine boy can pull through after oil price starting to reverse trend. BreadPitt      ( Date: 07-Feb-2016 10:32) Posted: Do you think Sembmarine will give $30 dividend Ang Pow this Feb instead of the usual $80?  S20 also can but no right issue please............
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BreadPitt Member	16-Feb-2016 07:47        BreadPitt About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sembmarine at least still give good dividends of $20 Ang Pow amidst drastic result. Hope marine boy can pull through after oil price starting to reverse trend. BreadPitt      ( Date: 07-Feb-2016 10:32) Posted: Do you think Sembmarine will give $30 dividend Ang Pow this Feb instead of the usual $80?  S20 also can but no right issue please............
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Qanghoo Supreme	16-Feb-2016 07:32        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Brother, but are we expecting SMM to cintinue writing off at 500 mil every qtr going forward?  earlybird14      ( Date: 16-Feb-2016 07:23) Posted: After it happen, then talk about it. Nol has happened. Sembmar still subject to future market. sgng123      ( Date: 16-Feb-2016 03:31) Posted: 5 years to burn 3bil, this one 1q burn 600mil how to compare basically it burn off nol annual losses in 1 quarter. If sete brasil bankrupt, next quarter would breach 1 billion losses that a record few sg companie can beat
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earlybird14 Supreme	16-Feb-2016 07:23        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	After it happen, then talk about it. Nol has happened. Sembmar still subject to future market. sgng123      ( Date: 16-Feb-2016 03:31) Posted: 5 years to burn 3bil, this one 1q burn 600mil how to compare basically it burn off nol annual losses in 1 quarter. If sete brasil bankrupt, next quarter would breach 1 billion losses that a record few sg companie can beat earlybird14      ( Date: 15-Feb-2016 20:40) Posted: Nobody can be worse than nol. 5 years 3bil burnt off
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Qanghoo Supreme	16-Feb-2016 07:10        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	This industry has a critical n definitively positive future.  Only qn is when the superheroes inflicted  with extreme pain will finally admit that they are.  Once the reversal starts, the contracts will come in fast n furious, n probably with attractive margins too.  N I' m dead sure the ah gongs are already carrying out the emergency surgeries in the ICU ward - including possibility of life-saving organ reconstruction (ie, major restructuring).  papayaface      ( Date: 16-Feb-2016 06:54) Posted: Ai yoh, why you all worries so much?   if anything happens, our big brother will immediately come to pump in more funds. This will be worse than fighting Olam shortsellers.This industry is here to stay. Good luck.
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