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Thiamm Veteran	05-Sep-2020 15:44        Thiamm About Contact  Quote this Post!
x 0   x 0  Alert Admin	SCI will be given SMM shares as a repayment of debt at 20 cents per share. Assuming every one SCI share will receive 4.5 SMM shares, theoritically SCI ex-d will adjust to its last day cum-d price minus 90cents (4.5 x 20 cents) example $1.94 - $0.90 = $1.04 thereabout. This is theoritical calculation, hopefully it will attract higher price. I guess SCI ex-d will commence to trade $1.00 - $1.15.
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ckmpd1 Supreme	05-Sep-2020 15:04        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good analysis.  I exp[ect US to rebound next week.  And as this SCM distribution to SCI holders is relatively unseen before, I think SCI will remain above $1.20 after ex diostribution.  It is not likely to drop the same amount as the SCM shares given  SgTrader17      ( Date: 05-Sep-2020 14:54) Posted: If US futures turn green on Monday, likely a reversal will come on Monday trades. If not, the reversal may be delayed to Tuesday, which is the last day for CD. How much the gap left for the push, it all depends on the BBs and any shorts need to cover back during the push? I still hope for a $2 target price, at least. We are just 6 cents off the $2 mark. But to many, $2 is not good enough. I personally also wish it could reach $2.05 to $2.10 to be really the most ideal price before XD on Wednesday. Then when minus off those free SCM shares, we can get about average of $1.20 to $1.30 for SCI? If it stays higher above water, it will be nice. This is extraordinary kind of XD, so we awaits to see how much the price will be affected. The first of its kind, not like paying cash dividends or more SCI shares in the market. Next week will be an exciting week, and now with the US mkt bloodbath affecting (of course this point is bad), we shall see how strong can SCI hold up. All the best to everyone in SCI. Vested, hoping for the best in next two days for CD. DYODD please. NayNay      ( Date: 05-Sep-2020 13:49) Posted: We all saw how the share price held up and recovered on Friday after US sell down on Thurs night. Coming Monday, do you think it still can hold up again since US is in red again on Friday night?
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SgTrader17 Elite	05-Sep-2020 14:54        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If US futures turn green on Monday, likely a reversal will come on Monday trades. If not, the reversal may be delayed to Tuesday, which is the last day for CD. How much the gap left for the push, it all depends on the BBs and any shorts need to cover back during the push? I still hope for a $2 target price, at least. We are just 6 cents off the $2 mark. But to many, $2 is not good enough. I personally also wish it could reach $2.05 to $2.10 to be really the most ideal price before XD on Wednesday. Then when minus off those free SCM shares, we can get about average of $1.20 to $1.30 for SCI? If it stays higher above water, it will be nice. This is extraordinary kind of XD, so we awaits to see how much the price will be affected. The first of its kind, not like paying cash dividends or more SCI shares in the market. Next week will be an exciting week, and now with the US mkt bloodbath affecting (of course this point is bad), we shall see how strong can SCI hold up. All the best to everyone in SCI. Vested, hoping for the best in next two days for CD. DYODD please. NayNay      ( Date: 05-Sep-2020 13:49) Posted: We all saw how the share price held up and recovered on Friday after US sell down on Thurs night. Coming Monday, do you think it still can hold up again since US is in red again on Friday night?
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naoshingo Elite	05-Sep-2020 14:18        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually if you dive deeper....US banks were up...CitiBank, JP Morgan..only tech selloff... NayNay      ( Date: 05-Sep-2020 13:49) Posted: We all saw how the share price held up and recovered on Friday after US sell down on Thurs night. Coming Monday, do you think it still can hold up again since US is in red again on Friday night?
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ckmpd1 Supreme	05-Sep-2020 13:57        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looking at the fundamentals now and the incoming cum entitlemet, the trend can only be up for the next few days NayNay      ( Date: 05-Sep-2020 13:49) Posted: We all saw how the share price held up and recovered on Friday after US sell down on Thurs night. Coming Monday, do you think it still can hold up again since US is in red again on Friday night?
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NayNay Member	05-Sep-2020 13:49        NayNay About Contact  Quote this Post!
x 0   x 0  Alert Admin	We all saw how the share price held up and recovered on Friday after US sell down on Thurs night. Coming Monday, do you think it still can hold up again since US is in red again on Friday night?
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ckmpd1 Supreme	05-Sep-2020 13:32        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good point.  SCM was once $5m now  20c.  From here, it is either go bankrupt or up.  The govt will not let O& M die in SG.  So my take is, it will go up in future shadow11      ( Date: 05-Sep-2020 13:28) Posted: Who would think of smm being a blue chip can melt down to penny From 5.00 till 4....3...2...1....till 90c. And after right issues now left 20c. Similar to Kris energy. Backer of keppel also went down. ADS2200      ( Date: 05-Sep-2020 10:14) Posted: 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
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shadow11 Veteran	05-Sep-2020 13:28        shadow11 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Who would think of smm being a blue chip can melt down to penny From 5.00 till 4....3...2...1....till 90c. And after right issues now left 20c. Similar to Kris energy. Backer of keppel also went down. ADS2200      ( Date: 05-Sep-2020 10:14) Posted: 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.
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ckmpd1 Supreme	05-Sep-2020 13:18        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SCI is likely to be in great demand in the next few trading days. ADS2200      ( Date: 05-Sep-2020 10:25) Posted: 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
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ADS2200 Veteran	05-Sep-2020 10:25        ADS2200 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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freeme Elite	05-Sep-2020 10:19        freeme About Contact  Quote this Post!
x 0   x 1  Alert Admin	You look at how strong Kep Infra Trust is during yest sell off. It holds like a rock! Thats how pure utility play is in a recession. Repost my valuation here: NAV after demerger is 1.8 at P/B 1.0 If based on 1.77 P/B, which is Kep Infra Trust,  SCI can be $3.18  (this may not be the best comparison, but may be the closest within SGX) And you can see Kep Infra Trust pricing is as stable as a rock giving more than 6% dividend a year.  Dont sell off SCI for just peanuts (little gain).  freeme      ( Date: 03-Sep-2020 18:14) Posted: NAV after demerger is 1.8 at P/B 1.0 If based on 1.77 P/B, which is Kep Infra Trust, SCI can be $3.18 (this may not be the best comparison, but may be the closest within SGX) And you can see Kep Infra Trust pricing is as stable as a rock giving more than 6% dividend a year.  Dont sell off SCI for just peanuts (little gain).  des_khor      ( Date: 03-Sep-2020 17:18) Posted: SCI ... now becoming smaller cap ... add one more property counter and SGX flood with all this ..
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ADS2200 Veteran	05-Sep-2020 10:14        ADS2200 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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bystander1965 Supreme	05-Sep-2020 10:08        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Actually while F& N and current SCI/SMM are similar, it' s the opposite for SCI/SMM. For FN, the benefit was for FCL. For SCI/SMM, the benefit in concensus is for SCI. SMM is already listed so there won' t be much joy there especially it is in the loss now. But for SCI, there is a good upside potential, especially if it is rerated as a pure utility player. Whether SCI holders will rush to sell their entitled SMM really depends to a certain degree on their SCI average cost. If the SMM appears discounted or " free" due to your low cost of SCI, you might be tempted to sell. But if your SCI cost is high, you probably won' t sell your SMM now, unless you have totally given up. For LT " investors" , I would think they would give SMM a few quarters because they will conclude one way or the other. Just my opinion. DYODD.
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ckmpd1 Supreme	05-Sep-2020 09:49        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good points.  I agree that there is a bright future for SCI and SCM naoshingo      ( Date: 05-Sep-2020 09:44) Posted: Thanks for sharing on the F& N Story, Sir  I went to SGX to read some history and also look at the shareprice. Also, I think ppl would prefer to buy ThaiBev than F& N given it is the mother of all... Well...manufacturing drinks is not a sexy business. Hence, doubt BB would invest in this company.  For SCI and SM, we will have to look at what these 2 companies can offer in the future. They are renewable energy and also they have expanded their footprint to UK. If Brexit is done...maybe SCI could get more projects...Also SM might secure a $5B project in Q12021. So that is to watch in 2021. Short term there will be selling pressure...but I personally think there will be light at the end of the tunnel for Shareholders to hold for a year at least. SCI NAV is around $1.7. If it is re-rated it will be nice.  If Keppel O& M is to merge into SM, the value of the company would increased with the added book order. So we as the so called " first batch" of the new issued SM shares would benefit. While maybe Keppel Shareholders would get the next batch of SM shares thrown out by T. I am just speculating....Holder of SCI and KCorp shares only..no holdings of SM yet. TheDuellist      ( Date: 05-Sep-2020 08:24) Posted: In summary...... In 2013, TCC (Charoen, known for ThaiBev) bought over F & N and decided to strip it apart, separating Fraser Centrepoint Limited from F & N. (FCL was part of F & N before that). After separation, FCL was spin off and listed separately as a new counter. Everybody is interested what happened next, right? But before that, when news of this exercise was released, price of F& N went up, obviously because of the way it was presented. On and after the ex-date, obviously the price of F& N came down sharply, because shareholders were holding shares from FCL (when Iisted) and F& N. My personal opinion of the difference in situation is, FCL was a profitable business at that time, whereas today SCMarine is not. Of course we can always hope future would be better, but remember, what is market willing to pay for SCM currently? (Today, FCL is known as Frasers Properties
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naoshingo Elite	05-Sep-2020 09:44        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for sharing on the F& N Story, Sir  I went to SGX to read some history and also look at the shareprice. Also, I think ppl would prefer to buy ThaiBev than F& N given it is the mother of all... Well...manufacturing drinks is not a sexy business. Hence, doubt BB would invest in this company.  For SCI and SM, we will have to look at what these 2 companies can offer in the future. They are renewable energy and also they have expanded their footprint to UK. If Brexit is done...maybe SCI could get more projects...Also SM might secure a $5B project in Q12021. So that is to watch in 2021. Short term there will be selling pressure...but I personally think there will be light at the end of the tunnel for Shareholders to hold for a year at least. SCI NAV is around $1.7. If it is re-rated it will be nice.  If Keppel O& M is to merge into SM, the value of the company would increased with the added book order. So we as the so called " first batch" of the new issued SM shares would benefit. While maybe Keppel Shareholders would get the next batch of SM shares thrown out by T. I am just speculating....Holder of SCI and KCorp shares only..no holdings of SM yet. TheDuellist      ( Date: 05-Sep-2020 08:24) Posted: In summary...... In 2013, TCC (Charoen, known for ThaiBev) bought over F & N and decided to strip it apart, separating Fraser Centrepoint Limited from F & N. (FCL was part of F & N before that). After separation, FCL was spin off and listed separately as a new counter. Everybody is interested what happened next, right? But before that, when news of this exercise was released, price of F& N went up, obviously because of the way it was presented. On and after the ex-date, obviously the price of F& N came down sharply, because shareholders were holding shares from FCL (when Iisted) and F& N. My personal opinion of the difference in situation is, FCL was a profitable business at that time, whereas today SCMarine is not. Of course we can always hope future would be better, but remember, what is market willing to pay for SCM currently? (Today, FCL is known as Frasers Properties) randommonkey      ( Date: 04-Sep-2020 21:23) Posted: what actually happened then? was too young to know of these things. appreciate if you can share more thank
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shadow11 Veteran	05-Sep-2020 09:37        shadow11 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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simpleguy123 Elite	05-Sep-2020 09:27        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	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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shadow11 Veteran	05-Sep-2020 09:17        shadow11 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually keppel corp same as smm. Now keppel 4.35c. It's like market value keppel land price only. They value keppel oil rig as 0. Lol
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TheDuellist Senior	05-Sep-2020 08:24        TheDuellist About Contact  Quote this Post!
x 1   x 0  Alert Admin	In summary...... In 2013, TCC (Charoen, known for ThaiBev) bought over F & N and decided to strip it apart, separating Fraser Centrepoint Limited from F & N. (FCL was part of F & N before that). After separation, FCL was spin off and listed separately as a new counter. Everybody is interested what happened next, right? But before that, when news of this exercise was released, price of F& N went up, obviously because of the way it was presented. On and after the ex-date, obviously the price of F& N came down sharply, because shareholders were holding shares from FCL (when Iisted) and F& N. My personal opinion of the difference in situation is, FCL was a profitable business at that time, whereas today SCMarine is not. Of course we can always hope future would be better, but remember, what is market willing to pay for SCM currently? (Today, FCL is known as Frasers Properties) randommonkey      ( Date: 04-Sep-2020 21:23) Posted: what actually happened then? was too young to know of these things. appreciate if you can share more thanks TheDuellist      ( Date: 04-Sep-2020 20:42) Posted: Quite similar, though not exactly is the F& N capital reduction exercise whereby FCL is separated from it' s parent F & N circa 2013. Though who remembered who have anticipated what is to come for SCI, although situation is very much uncertain now
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ckmpd1 Supreme	05-Sep-2020 07:22        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The next few trading days will be interesting for SCI shareholders
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