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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
bystander1965 Supreme	28-Oct-2020 15:01        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Continue that.👍 . But for an optimist like u to feel down beat, perhaps the turn is near... 🤪 danger      ( Date: 28-Oct-2020 14:50) Posted: I MARI KITA SINCE 15c !!    ADS2200      ( Date: 28-Oct-2020 14:14) Posted: they will probably buyout keppel o& m division. anyway there are so many possibilities than to privatise scm.  remember vanguards, blackrock, ceo and board management, charles schwab, norges etc. either integrate, buyout or buyin whatever ..... to fulfil the mission of a larger, more competitive and focused entity to seize the opportunities. we have a vision for tomorrow, you must believe, you must believe ..... a new chapter has begun the storm has passed, stand together, heart to heart we' ll going to show the world what singapore can be  we can achieve, we can achieve  count on me singapore ....  😜
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danger Supreme	28-Oct-2020 14:50        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I MARI KITA SINCE 15c !!    ADS2200      ( Date: 28-Oct-2020 14:14) Posted: they will probably buyout keppel o& m division. anyway there are so many possibilities than to privatise scm.  remember vanguards, blackrock, ceo and board management, charles schwab, norges etc. either integrate, buyout or buyin whatever ..... to fulfil the mission of a larger, more competitive and focused entity to seize the opportunities. we have a vision for tomorrow, you must believe, you must believe ..... a new chapter has begun the storm has passed, stand together, heart to heart we' ll going to show the world what singapore can be  we can achieve, we can achieve  count on me singapore ....  😜 alwayshopeful      ( Date: 28-Oct-2020 13:54) Posted: Won' t complain if they privatise at this price now
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weishent Elite	28-Oct-2020 14:47        weishent About Contact  Quote this Post!
x 0   x 0  Alert Admin	The shorting continues. power. hope support comes in
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John2020 Member	28-Oct-2020 14:15        John2020 About Contact  Quote this Post!
x 0   x 0  Alert Admin	135 today' s closure target weishent      ( Date: 28-Oct-2020 13:46) Posted: .131 holding well and strong. survived the selling. next stop .135
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ADS2200 Veteran	28-Oct-2020 14:14        ADS2200 About Contact  Quote this Post!
x 0   x 0  Alert Admin	they will probably buyout keppel o& m division. anyway there are so many possibilities than to privatise scm.  remember vanguards, blackrock, ceo and board management, charles schwab, norges etc. either integrate, buyout or buyin whatever ..... to fulfil the mission of a larger, more competitive and focused entity to seize the opportunities. we have a vision for tomorrow, you must believe, you must believe ..... a new chapter has begun the storm has passed, stand together, heart to heart we' ll going to show the world what singapore can be  we can achieve, we can achieve  count on me singapore ....  😜 alwayshopeful      ( Date: 28-Oct-2020 13:54) Posted: Won' t complain if they privatise at this price now. Longtermer      ( Date: 28-Oct-2020 12:33) Posted: TH if want to privatise will need to offer close to NAV. That will be 30c.. otherwise no deal imo. Dyodd.
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weishent Elite	28-Oct-2020 14:11        weishent About Contact  Quote this Post!
x 0   x 0  Alert Admin	.131 collection point. lets go
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ADS2200 Veteran	28-Oct-2020 14:07        ADS2200 About Contact  Quote this Post!
x 0   x 0  Alert Admin	we have a vision for tomorrow, you must believe, you must believe ..... a new chapter has begun the storm will pass, stand together, heart to heart we' ll going to show the world what singapore can be  we can achieve, we can achieve  count on me singapore ....          😜
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ADS2200 Veteran	28-Oct-2020 14:04        ADS2200 About Contact  Quote this Post!
x 0   x 0  Alert Admin	as peter88 has said " scm has demerged and still undergoing the next transformation of merging." sci is biz as usual but you cannot quite said it is over for scm. scm has to learn to gain back strength to charge up the mountain. it has consolidated and getting ready to create an economies of scale, increase market power. the market is so huge that we are not even talking about china, korea or whatsoever, but run faster than the rest that are still stuck in the pandemic.  certainly the worst is behind scm. majulah scm 😀 👏 👏 👏 Trader1987      ( Date: 28-Oct-2020 13:45) Posted: And SCI after the demerger is up, up and beyond... The reverse is also true for SMM - why? ADS2200      ( Date: 28-Oct-2020 13:38) Posted: peter88, scm or smm is already viable  if we know what temasek has done. we can appreciate all the efforts that went into the demerging of sci and scm when the covid-19 hits the entire world. in light of the challenging and deterioting environment, scm priority is to ensure it has adequate liquidity to sustain operations and ride through the severe downturn. 20,000 workers were reduced to about 800. - around may 2020 in june 2020, temasek announced the demerger of scm from sci and had an egm. not only have temasek pumped in liquidity, they have positioned scm to ride out of the storm into the sea. now being a focused entity they have kept their operation running. with the reduced debts and liquidity, they are ready to take on projects and seize good opportunities. well done!!! Merger is a sure thing. if they can bring about the demerging, certainly no problem with a horizontal integration. 👍 😀 🙏
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alwayshopeful Senior	28-Oct-2020 13:54        alwayshopeful About Contact  Quote this Post!
x 0   x 0  Alert Admin	Won' t complain if they privatise at this price now. Longtermer      ( Date: 28-Oct-2020 12:33) Posted: TH if want to privatise will need to offer close to NAV. That will be 30c.. otherwise no deal imo. Dyodd. desmodeus      ( Date: 28-Oct-2020 12:27) Posted: 12b shares. price how not to fall. If I am TH, let it fall and privatise cheap chea
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weishent Elite	28-Oct-2020 13:46        weishent About Contact  Quote this Post!
x 0   x 0  Alert Admin	.131 holding well and strong. survived the selling. next stop .135
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Trader1987 Veteran	28-Oct-2020 13:45        Trader1987 About Contact  Quote this Post!
x 0   x 0  Alert Admin	And SCI after the demerger is up, up and beyond... The reverse is also true for SMM - why? ADS2200      ( Date: 28-Oct-2020 13:38) Posted: peter88, scm or smm is already viable  if we know what temasek has done. we can appreciate all the efforts that went into the demerging of sci and scm when the covid-19 hits the entire world. in light of the challenging and deterioting environment, scm priority is to ensure it has adequate liquidity to sustain operations and ride through the severe downturn. 20,000 workers were reduced to about 800. - around may 2020 in june 2020, temasek announced the demerger of scm from sci and had an egm. not only have temasek pumped in liquidity, they have positioned scm to ride out of the storm into the sea. now being a focused entity they have kept their operation running. with the reduced debts and liquidity, they are ready to take on projects and seize good opportunities. well done!!! Merger is a sure thing. if they can bring about the demerging, certainly no problem with a horizontal integration. 👍 😀 🙏 Peter88      ( Date: 28-Oct-2020 13:02) Posted: TH will have to do whatever they can to keep SMM viable , merge or whatever .
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ADS2200 Veteran	28-Oct-2020 13:38        ADS2200 About Contact  Quote this Post!
x 0   x 1  Alert Admin	peter88, scm or smm is already viable  if we know what temasek has done. we can appreciate all the efforts that went into the demerging of sci and scm when the covid-19 hits the entire world. in light of the challenging and deterioting environment, scm priority is to ensure it has adequate liquidity to sustain operations and ride through the severe downturn. 20,000 workers were reduced to about 800. - around may 2020 in june 2020, temasek announced the demerger of scm from sci and had an egm. not only have temasek pumped in liquidity, they have positioned scm to ride out of the storm into the sea. now being a focused entity they have kept their operation running. with the reduced debts and liquidity, they are ready to take on projects and seize good opportunities. well done!!! Merger is a sure thing. if they can bring about the demerging, certainly no problem with a horizontal integration. 👍 😀 🙏 Peter88      ( Date: 28-Oct-2020 13:02) Posted: TH will have to do whatever they can to keep SMM viable , merge or whatever .
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better Elite	28-Oct-2020 13:23        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	After pulling out of the the Keppel buyout, Temasek might be saving up to do a 5 for 1 rights issue at 20cents for SCI as well to recapitalise it. The $1.5bil subordinated loan to SMM, which was previously classified as an asset in SCI' s book, will have to be written off. It is like a bank writing off a bad debt. From the accounting standpoint, it is like SCI making an $1.5 billion extraordinary loss (equivalent of 6-7 years of their net profit). If you have studied the breakdown of SCI' s H1 results, they are actually making a net loss even if we exclude SMM' s contribution.
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weishent Elite	28-Oct-2020 13:23        weishent About Contact  Quote this Post!
x 0   x 0  Alert Admin	The 100 Share test signal. wonder what is up
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better Elite	28-Oct-2020 13:09        better About Contact  Quote this Post!
x 1   x 0  Alert Admin	While the manipulators are trying to convince SCI retail shareholders to sell SMM to buy more SCI through the manipulated price action, the correct contrarian strategy is to do the reverse. Sell SCI and buy SMM. SCI' s estimated gearing at 2.5x vs SMM below 1. SCI is in competitive Singapore utility market which got Hyflux bankrupted. SMM has the offshore wind and recently surging natural gas prices blowing in its favour and a truck load of cold hard cash. SCI is in a cash crunch and making loss in H1 2020 ex SMM' s contribution
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Peter88 Senior	28-Oct-2020 13:02        Peter88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	TH will have to do whatever they can to keep SMM viable , merge or whatever .
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better Elite	28-Oct-2020 13:00        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Exactly.  Longtermer      ( Date: 28-Oct-2020 12:33) Posted: TH if want to privatise will need to offer close to NAV. That will be 30c.. otherwise no deal imo. Dyodd. desmodeus      ( Date: 28-Oct-2020 12:27) Posted: 12b shares. price how not to fall. If I am TH, let it fall and privatise cheap chea
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Longtermer Elite	28-Oct-2020 12:33        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	TH if want to privatise will need to offer close to NAV. That will be 30c.. otherwise no deal imo. Dyodd. desmodeus      ( Date: 28-Oct-2020 12:27) Posted: 12b shares. price how not to fall. If I am TH, let it fall and privatise cheap cheap St.Maximus      ( Date: 28-Oct-2020 12:19) Posted: 4b debt is when price was above 20 cents. Once the rights were issued, the debt fell to 2.5b as noted and the price also fell below 20  cents
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desmodeus Veteran	28-Oct-2020 12:27        desmodeus About Contact  Quote this Post!
x 0   x 0  Alert Admin	12b shares. price how not to fall. If I am TH, let it fall and privatise cheap cheap St.Maximus      ( Date: 28-Oct-2020 12:19) Posted: 4b debt is when price was above 20 cents. Once the rights were issued, the debt fell to 2.5b as noted and the price also fell below 20  cents. Alson18      ( Date: 28-Oct-2020 11:50) Posted: Its ok lah, Senior! Just wondering
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naoshingo Elite	28-Oct-2020 12:21        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	St,Maximu, are you a single person or a group of people sharing this account? St.Maximus      ( Date: 28-Oct-2020 12:19) Posted: 4b debt is when price was above 20 cents. Once the rights were issued, the debt fell to 2.5b as noted and the price also fell below 20  cents. Alson18      ( Date: 28-Oct-2020 11:50) Posted: Its ok lah, Senior! Just wondering
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