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gregtan123 Supreme	06-Nov-2020 21:18        gregtan123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	if u believe this, must as well buy Chasen? Chasen same industry haha. way below NAV, making tons of $$$ in the same industry th commentary talk about Sparrow999      ( Date: 06-Nov-2020 21:00) Posted: 10 A commentary at the date of announcement of the competitive conditions of the industry in which the group operates and any known factors or events that may affect the group in the next reporting period and the next 12 months. OUTLOOK Industry airfreight capacity is anticipated to remain constrained as a result of fewer passenger flights and hence lower bellyhold capacity. This is expected to keep cargo yields and load factors high in the coming months. The Group expects to see a progressive recovery in general cargo demand and continued strong demand from the pharmaceuticals and perishables segments. Cargo demand is also expected to receive a boost from the big e-commerce sale days and new product launches. We continue to grow capacity to meet demand and expand the cargo network by deploying passenger aircraft on dedicated cargo operations. The Group has also removed seats in two of Scoot&rsquo s A320ceo aircraft and two of SIA&rsquo s 777- 300ER aircraft to carry only cargo, and will continue to proactively grow capacity. The recovery from the Covid-19 pandemic is likely to remain patchy, given the new waves of infections around the world and concerns about imported cases. Nonetheless, there are some early signs of optimism. Customers are slowly becoming more confident about air travel, given the robust health and safety measures that have been put in place by airlines, airports and governments. There are also encouraging developments in the adoption of test protocols to facilitate border opening. Amid the uncertain and highly volatile environment, the Group, with its portfolio of full service and low cost airlines, is ready to swiftly and decisively seize all opportunities and respond to any adverse changes that may arise
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St.Maximus Supreme	06-Nov-2020 21:15        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	SIA' s debt to be repaid in less than a year or demand is 1bn. The rest of its debt - some 8.5bn, is repayable after one year. uiop1223      ( Date: 06-Nov-2020 20:35) Posted: Lets look at 19 oct announcement on cash burn by SIA from 15 aug to 13 oct which is ard 1.5mths Further to the Previous Announcements, the Company would like to announce that a further S$1.8 billion, approximately, out of the gross proceeds of S$8.8 billion raised from the Rights Issue has been utilised between 15 August and 13 October, as follows: (a) approximately S$0.6 billion has been applied towards the funding of ongoing operating expenses (b) approximately S$0.5 billion has been applied towards refund of tickets sold on flights which have been subsequently cancelled in view of the continuing border controls and travel restrictions (c) approximately S$0.7 billion has been applied towards debt service, which included the periodic interest payments for the Company?s unsecured and secured loans, and repayment of funds previously drawn under certain lines of credit thereby restoring their availability as sources of liquidity to the Company. Takeaway: (a) and (c) still need to be incurred. (b) i take it as one off So cash burn per 1.5mth is approx $1.3b which works out to be $860m per mth. Then assuming green lane, rainbow rain lane or whatever lane. SIA get $60m net positive cash per mth which is optimistic. Net cash burn per mth = $800m $7b cash can last up to 9mths only and note that not all cash belongs to SIA. How much of $7b belongs to loans taken from banks? St.Maximus      ( Date: 06-Nov-2020 20:23) Posted: Hello and good evening, Just had a look at the financial statement for 1H 2020. Despite the 3.5bn loss that exceeded expectations (2.17 bn) here, I think there are some positives from the report. 1st positive: There is still 7 billion dollars of cash available for use as of end Sep 2020. This is going to be critical for the next one year or so.
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St.Maximus Supreme	06-Nov-2020 21:05        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Third positive: From the start of its FY' s raising of 12.3 billion from rights (8.8bn), secured financing on aircraft (2.0bn) and unsecured financing (0.5bn), SIA can further raise capital from debt capital markets (being evaluated) and aircraft sale-and-leaseback transactions (in advanced stages of positive discussions), in addition to the the additional MCBs that could be raised. St.Maximus      ( Date: 06-Nov-2020 20:56) Posted: Second positive: SIA has shareholders approval to issue an additional $6.2 billion worth of MCBs gregtan123      ( Date: 06-Nov-2020 20:24) Posted: if covid no settle in 12 months, how bro
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kcowen Member	06-Nov-2020 21:04        kcowen About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think SIA shld seriously consider the flight to no where idea following the successful A380 restaurant The write off A380, not sure whether the A380 restaurant is included. can be a semi permanent one at Changi to be a theme restaurant.
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Sparrow999 Senior	06-Nov-2020 21:03        Sparrow999 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SIA bad results everybody already expected, that' s why u don' t see any price surge last 2 weeks. Everyone is waiting for its results. Its forecast future of border opening and faster test kit is a promising factor. Investors look at these instead of numbers  I expanded SIA monday price will go up. Its TA still indicating uptrend
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kcowen Member	06-Nov-2020 21:01        kcowen About Contact  Quote this Post!
x 0   x 0  Alert Admin	this one equals S$6.2 billion cheques is available from TH and can be activated when needed. St.Maximus      ( Date: 06-Nov-2020 20:56) Posted: Second positive: SIA has shareholders approval to issue an additional $6.2 billion worth of MCBs gregtan123      ( Date: 06-Nov-2020 20:24) Posted: if covid no settle in 12 months, how bro
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Sparrow999 Senior	06-Nov-2020 21:00        Sparrow999 About Contact  Quote this Post!
x 0   x 0  Alert Admin	10 A commentary at the date of announcement of the competitive conditions of the industry in which the group operates and any known factors or events that may affect the group in the next reporting period and the next 12 months. OUTLOOK Industry airfreight capacity is anticipated to remain constrained as a result of fewer passenger flights and hence lower bellyhold capacity. This is expected to keep cargo yields and load factors high in the coming months. The Group expects to see a progressive recovery in general cargo demand and continued strong demand from the pharmaceuticals and perishables segments. Cargo demand is also expected to receive a boost from the big e-commerce sale days and new product launches. We continue to grow capacity to meet demand and expand the cargo network by deploying passenger aircraft on dedicated cargo operations. The Group has also removed seats in two of Scoot&rsquo s A320ceo aircraft and two of SIA&rsquo s 777- 300ER aircraft to carry only cargo, and will continue to proactively grow capacity. The recovery from the Covid-19 pandemic is likely to remain patchy, given the new waves of infections around the world and concerns about imported cases. Nonetheless, there are some early signs of optimism. Customers are slowly becoming more confident about air travel, given the robust health and safety measures that have been put in place by airlines, airports and governments. There are also encouraging developments in the adoption of test protocols to facilitate border opening. Amid the uncertain and highly volatile environment, the Group, with its portfolio of full service and low cost airlines, is ready to swiftly and decisively seize all opportunities and respond to any adverse changes that may arise
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St.Maximus Supreme	06-Nov-2020 20:56        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Second positive: SIA has shareholders approval to issue an additional $6.2 billion worth of MCBs gregtan123      ( Date: 06-Nov-2020 20:24) Posted: if covid no settle in 12 months, how bro? St.Maximus      ( Date: 06-Nov-2020 20:23) Posted: Hello and good evening, Just had a look at the financial statement for 1H 2020. Despite the 3.5bn loss that exceeded expectations (2.17 bn) here, I think there are some positives from the report. 1st positive: There is still 7 billion dollars of cash available for use as of end Sep 2020. This is going to be critical for the next one year or so.
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uiop1223 Supreme	06-Nov-2020 20:53        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	U still dont understand how they make the debt ratio look better? 🤦 ‍ ♂ ️ As at 30 September 2020, the Company also had $3,496.1 million of mandatory convertible bonds (?MCBs?) in issue. At the end of the 10-year tenure of the MCBs, 1,304,626,600 ordinary shares will be issued upon mandatory conversion of the MCBs. So, 2 scenarios, if redeem before maturity, equity becomes debt and SIA need to cough up money + record interest. If SIA do nothing, 1.3b shares will flood the mkt. In both scenarios, is it damaging to current shareholders? I telling u future, forward looking with facts. Not those analysts who said i think travel picked up on 2022 bah bah bah. Im using facts Dont buy too much on monday. Need to standby more money for SIA equity / donation exercise. Buy too much, end up no money to subscribe the rights investor999      ( Date: 06-Nov-2020 20:29) Posted: I think there will be a knee jerk sell which is good to pick up. Some people who only see losses don't know how to read the forward position. Then there are some die hard shorts who will short SAVIORFOREVER      ( Date: 06-Nov-2020 20:26) Posted: Monday price will tell it all. Trade with expectation and DYODD
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kcowen Member	06-Nov-2020 20:51        kcowen About Contact  Quote this Post!
x 0   x 0  Alert Admin	i would like to buy at S$3 on Monday if it can hit. but i think unlikely. looking forward, border progressively open, oil hedge loss going to reduce also. SAVIORFOREVER      ( Date: 06-Nov-2020 20:35) Posted: --- Post Removed by User ---
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nqing87 Supreme	06-Nov-2020 20:49        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	actually what we are trying to say is the same.. our point is although by right we should be investing base on fundamentals, but reality is not that simple and stock price can behave in irrational manner, dictated by the BB gregtan123      ( Date: 06-Nov-2020 20:19) Posted: Bro sorry I have to disagree. this is STI/SGX lei. this is not Dow Jones or HKEX.  As we speak, Medtecs has INSANE results x3-4 quarters yet daily SELL DOWN. SQ has 3.5 Billion LOSS and counting, yet daily UP. Please stop wth the results BS. I repeat ah SQ can lose 1 trillion dollars, Medtecs make 1 Billion. Price movement still Medtecs Down, SQ UP.  in Stock Market, Results is BS. BB support is KEY. nqing87      ( Date: 06-Nov-2020 20:03) Posted: yea investing should be done base on seeing the results, not buy cos there is some big shot inside the counter.. that is also the reason why so many retailers are inside hyflux even though it is not doing well.. but still, we have to bear in mind that majority of the ppl are not that financially knowledgeable and buy shares base on branding.. if majority of ppl are equipped with good critical thinking, strong in analysis, we wouldnt have tonnes of americans still voting for trump.. like it or not, the world runs on populist views.. if majority think a dung is worth million bucks, it will be worth in this wa
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investor999 Elite	06-Nov-2020 20:49        investor999 About Contact  Quote this Post!
x 0   x 0  Alert Admin	You should not be looking at dividends. Instead you should look at clarity of financial position. Before this results we were confused by the many claims of fuel hedging, debt situations, running costs. But it is clearer now. Well managed by reducing expenditure, retiring planes and cash out assets. Build up cargo. Prepare for travel bubbles. Who have been selling? The big funds all dumping like no tomorrow. Who picked up? Uncles like me who keep paper losses and don't sell Thiamm      ( Date: 06-Nov-2020 20:37) Posted: when SIA will return to profit and give out dividend ... you think?   investor999      ( Date: 06-Nov-2020 20:26) Posted: Read the debt ratio..now it is reduced and they are in final stages to cash out some assets. So their financial position is very stron
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Thiamm Veteran	06-Nov-2020 20:37        Thiamm About Contact  Quote this Post!
x 0   x 0  Alert Admin	when SIA will return to profit and give out dividend ... you think?   investor999      ( Date: 06-Nov-2020 20:26) Posted: Read the debt ratio..now it is reduced and they are in final stages to cash out some assets. So their financial position is very strong St.Maximus      ( Date: 06-Nov-2020 20:23) Posted: Hello and good evening, Just had a look at the financial statement for 1H 2020. Despite the 3.5bn loss that exceeded expectations (2.17 bn) here, I think there are some positives from the report. 1st positive: There is still 7 billion dollars of cash available for use as of end Sep 2020. This is going to be critical for the next one year or so.
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uiop1223 Supreme	06-Nov-2020 20:35        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lets look at 19 oct announcement on cash burn by SIA from 15 aug to 13 oct which is ard 1.5mths Further to the Previous Announcements, the Company would like to announce that a further S$1.8 billion, approximately, out of the gross proceeds of S$8.8 billion raised from the Rights Issue has been utilised between 15 August and 13 October, as follows: (a) approximately S$0.6 billion has been applied towards the funding of ongoing operating expenses (b) approximately S$0.5 billion has been applied towards refund of tickets sold on flights which have been subsequently cancelled in view of the continuing border controls and travel restrictions (c) approximately S$0.7 billion has been applied towards debt service, which included the periodic interest payments for the Company?s unsecured and secured loans, and repayment of funds previously drawn under certain lines of credit thereby restoring their availability as sources of liquidity to the Company. Takeaway: (a) and (c) still need to be incurred. (b) i take it as one off So cash burn per 1.5mth is approx $1.3b which works out to be $860m per mth. Then assuming green lane, rainbow rain lane or whatever lane. SIA get $60m net positive cash per mth which is optimistic. Net cash burn per mth = $800m $7b cash can last up to 9mths only and note that not all cash belongs to SIA. How much of $7b belongs to loans taken from banks? St.Maximus      ( Date: 06-Nov-2020 20:23) Posted: Hello and good evening, Just had a look at the financial statement for 1H 2020. Despite the 3.5bn loss that exceeded expectations (2.17 bn) here, I think there are some positives from the report. 1st positive: There is still 7 billion dollars of cash available for use as of end Sep 2020. This is going to be critical for the next one year or so.
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kcowen Member	06-Nov-2020 20:33        kcowen About Contact  Quote this Post!
x 0   x 0  Alert Admin	if covid is not gg to settle in another 12 months, there will be bigger concern on other things than SIA. I think maybe ppl will just treat it as a flu by then. because if still lock down mode, more ppl die from hunger instead of covid gregtan123      ( Date: 06-Nov-2020 20:24) Posted: if covid no settle in 12 months, how bro? St.Maximus      ( Date: 06-Nov-2020 20:23) Posted: Hello and good evening, Just had a look at the financial statement for 1H 2020. Despite the 3.5bn loss that exceeded expectations (2.17 bn) here, I think there are some positives from the report. 1st positive: There is still 7 billion dollars of cash available for use as of end Sep 2020. This is going to be critical for the next one year or so.
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investor999 Elite	06-Nov-2020 20:29        investor999 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think there will be a knee jerk sell which is good to pick up. Some people who only see losses don't know how to read the forward position. Then there are some die hard shorts who will short SAVIORFOREVER      ( Date: 06-Nov-2020 20:26) Posted: Monday price will tell it all. Trade with expectation and DYODD investor999      ( Date: 06-Nov-2020 20:02) Posted: The results out. Looks descend to me. Debts well controlled with lower debt ratio now No more fuel hedging
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gregtan123 Supreme	06-Nov-2020 20:28        gregtan123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	HAHA I agree bro, Monday just buy. TBH the saving grace is SG Govt won' t let them fail. they are all set for recovery investor999      ( Date: 06-Nov-2020 20:26) Posted: Read the debt ratio..now it is reduced and they are in final stages to cash out some assets. So their financial position is very strong St.Maximus      ( Date: 06-Nov-2020 20:23) Posted: Hello and good evening, Just had a look at the financial statement for 1H 2020. Despite the 3.5bn loss that exceeded expectations (2.17 bn) here, I think there are some positives from the report. 1st positive: There is still 7 billion dollars of cash available for use as of end Sep 2020. This is going to be critical for the next one year or so.
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investor999 Elite	06-Nov-2020 20:26        investor999 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Read the debt ratio..now it is reduced and they are in final stages to cash out some assets. So their financial position is very strong St.Maximus      ( Date: 06-Nov-2020 20:23) Posted: Hello and good evening, Just had a look at the financial statement for 1H 2020. Despite the 3.5bn loss that exceeded expectations (2.17 bn) here, I think there are some positives from the report. 1st positive: There is still 7 billion dollars of cash available for use as of end Sep 2020. This is going to be critical for the next one year or so.
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SAVIORFOREVER Supreme	06-Nov-2020 20:26        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 0  Alert Admin	Monday price will tell it all. Trade with expectation and DYODD investor999      ( Date: 06-Nov-2020 20:02) Posted: The results out. Looks descend to me. Debts well controlled with lower debt ratio now No more fuel hedging. gregtan123      ( Date: 06-Nov-2020 19:44) Posted: Bro as we speak SQ share price is 3X Medteecs share price. Clearly SQ have Ah Gong n BB support, u cannnot deny this. I dont even think it will go lower than 3 SG
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gregtan123 Supreme	06-Nov-2020 20:24        gregtan123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	if covid no settle in 12 months, how bro? St.Maximus      ( Date: 06-Nov-2020 20:23) Posted: Hello and good evening, Just had a look at the financial statement for 1H 2020. Despite the 3.5bn loss that exceeded expectations (2.17 bn) here, I think there are some positives from the report. 1st positive: There is still 7 billion dollars of cash available for use as of end Sep 2020. This is going to be critical for the next one year or so.
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