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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
naoshingo Elite	31-Dec-2020 22:48        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	You are correct, 2 loss making co wouldn' t make it profitable. But it would be far even more worst to stay seperate as 2.  Because there is no econmy of scale...that is far worst IMHO. At least when merged, the probability of becoming profitabel becomes higher...IMHO  bystander1965      ( Date: 31-Dec-2020 22:14) Posted: Yes share swap is the only way I could think of. In fact I said that a few weeks ago. But 2 loss making co merging into one won' t make it profitable. But anyway that is merger. Not acquisition. The discussion stems from it will be an acquisition and not merger. naoshingo      ( Date: 31-Dec-2020 21:21) Posted: Just look at how the 2 Capitaland Reits/Trusts merged....no cash involved....just shares exchange. SCI Demerged from SM...no cash involved just equity exchange...This demerger exercise is really out of every other' s mind....no one gurus or Pro expected it to come. But it come to pass...
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bystander1965 Supreme	31-Dec-2020 22:16        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	And the demerger, just look at the impact on SMM sh. Don' t forget the 0.2 rights. There' s a lot of $ involved. SMM was at around 0.6x. Instead of the theoretical 0.3, it is less than 50% now. No impact? bystander1965      ( Date: 31-Dec-2020 22:14) Posted: Yes share swap is the only way I could think of. In fact I said that a few weeks ago. But 2 loss making co merging into one won' t make it profitable. But anyway that is merger. Not acquisition. The discussion stems from it will be an acquisition and not merger. naoshingo      ( Date: 31-Dec-2020 21:21) Posted: Just look at how the 2 Capitaland Reits/Trusts merged....no cash involved....just shares exchange. SCI Demerged from SM...no cash involved just equity exchange...This demerger exercise is really out of every other' s mind....no one gurus or Pro expected it to come. But it come to pass...
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bystander1965 Supreme	31-Dec-2020 22:14        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Yes share swap is the only way I could think of. In fact I said that a few weeks ago. But 2 loss making co merging into one won' t make it profitable. But anyway that is merger. Not acquisition. The discussion stems from it will be an acquisition and not merger. naoshingo      ( Date: 31-Dec-2020 21:21) Posted: Just look at how the 2 Capitaland Reits/Trusts merged....no cash involved....just shares exchange. SCI Demerged from SM...no cash involved just equity exchange...This demerger exercise is really out of every other' s mind....no one gurus or Pro expected it to come. But it come to pass...
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naoshingo Elite	31-Dec-2020 21:21        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just look at how the 2 Capitaland Reits/Trusts merged....no cash involved....just shares exchange. SCI Demerged from SM...no cash involved just equity exchange...This demerger exercise is really out of every other' s mind....no one gurus or Pro expected it to come. But it come to pass...
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Huchin Member	31-Dec-2020 20:21        Huchin About Contact  Quote this Post!
x 0   x 0  Alert Admin	It can be willing seller and willing buyer approach! Market knows something. Maybe thats why SMM price is subdued. bystander1965      ( Date: 31-Dec-2020 20:14) Posted: How to issue new shares without adversely affecting the SHs? It will go down to 0.01 ...
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bystander1965 Supreme	31-Dec-2020 20:16        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	And it' s not like acquiring a very profitable co (but then if it was why would it want to be acquired? By a currently loss making co some more) bystander1965      ( Date: 31-Dec-2020 20:14) Posted: How to issue new shares without adversely affecting the SHs? It will go down to 0.01 ...
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bystander1965 Supreme	31-Dec-2020 20:14        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	How to issue new shares without adversely affecting the SHs? It will go down to 0.01 ...
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Huchin Member	31-Dec-2020 20:10        Huchin About Contact  Quote this Post!
x 0   x 0  Alert Admin	One of the likely scenairo is KC will split and disown O& M. SMM will issue share to bring KC O& M onboard. Name of the new Co will be Singapore O& M. :)
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Godwinlow Elite	31-Dec-2020 17:37        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Merger doesn' t need cash. It can be all merger by issuing shares. There are many ways to merger. Not just cash options only.
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Godwinlow Elite	31-Dec-2020 17:34        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think we should first understand what merger means. What are the benefits of merger. Why companies merged
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Deepimpact Senior	31-Dec-2020 15:41        Deepimpact About Contact  Quote this Post!
x 0   x 0  Alert Admin	Difficult lah, if not the price won't dropped so much liao
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pkli899 Supreme	31-Dec-2020 15:17        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I also dun think SMM is able to do so. If that' s the case, unthinkable to have any merger/acquisition whatsoever. At least not in the foreseeable future. bystander1965      ( Date: 31-Dec-2020 14:58) Posted: That was what I read a couple of months ago that it would be more logical to do so. But is SMM capable of doing that financially at this point? The last thing SMM SHs need now is another equity raising exercise. It makes no sense cause KOM is still a $ losing company at this point. 2 loss making co' s don' t make a profitable one. pkli899      ( Date: 31-Dec-2020 14:43) Posted: Just my wild guess, can it be SMM acquire KOM. Since, KOM is non-core to KC
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bystander1965 Supreme	31-Dec-2020 14:58        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	That was what I read a couple of months ago that it would be more logical to do so. But is SMM capable of doing that financially at this point? The last thing SMM SHs need now is another equity raising exercise. It makes no sense cause KOM is still a $ losing company at this point. 2 loss making co' s don' t make a profitable one. pkli899      ( Date: 31-Dec-2020 14:43) Posted: Just my wild guess, can it be SMM acquire KOM. Since, KOM is non-core to KC. bystander1965      ( Date: 31-Dec-2020 10:30) Posted: It would be interesting if KC were to acquire SMM after they clasified KOM as *non-core" business in their last update a couple of months back. I am probably of the minority to think SMM standing alone will be better. SMM is probably on the verge of recovering, and to be merged or acquired now will put the SH in a disadvantage position
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pkli899 Supreme	31-Dec-2020 14:43        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just my wild guess, can it be SMM acquire KOM. Since, KOM is non-core to KC. bystander1965      ( Date: 31-Dec-2020 10:30) Posted: It would be interesting if KC were to acquire SMM after they clasified KOM as *non-core" business in their last update a couple of months back. I am probably of the minority to think SMM standing alone will be better. SMM is probably on the verge of recovering, and to be merged or acquired now will put the SH in a disadvantage position. camelhump      ( Date: 31-Dec-2020 10:16) Posted: big article in BTimes said wont be merger but acquisition if it happen
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msksmsks Supreme	31-Dec-2020 12:56        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	If there is an offer, depending how much they value SMM Interesting episode Cheers bystander1965      ( Date: 31-Dec-2020 10:30) Posted: It would be interesting if KC were to acquire SMM after they clasified KOM as *non-core" business in their last update a couple of months back. I am probably of the minority to think SMM standing alone will be better. SMM is probably on the verge of recovering, and to be merged or acquired now will put the SH in a disadvantage position. camelhump      ( Date: 31-Dec-2020 10:16) Posted: big article in BTimes said wont be merger but acquisition if it happen
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bystander1965 Supreme	31-Dec-2020 11:53        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 1   x 0  Alert Admin	T is an investment institution, not a trading house. Paper loss is probably nothing to them. Before you shout, check first lah. T financial year end is on Mar.
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danger Supreme	31-Dec-2020 11:48        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	so temasek has to book a msssive loss for SCM for FY 2020
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ADS2200 Veteran	31-Dec-2020 11:26        ADS2200 About Contact  Quote this Post!
x 0   x 0  Alert Admin	hmmm you are right it is an acquisition rather than a merger.  camelhump      ( Date: 31-Dec-2020 10:57) Posted: Mr Chua, currently the chief executive officer of Keppel DC Reit Management, has extensive experience in the real estate fund management and hospitality industries, including M& A (mergers and acquisitions) and will drive Keppel' s sharpened and more disciplined M& A strategy, said the company in a statement. Keppel has earlier said that its offshore and marine unit, hit by the pandemic-led oil slump, was under a strategic review where " all options, both organic and inorganic" were being considered. That plus the leadership changes at Keppel, chiefly including an individual dedicated to drive M& A, could once again fuel speculation of a mega merger between the two giant rig builders Keppel Offshore & Marine and Sembmarine - a long-anticipated and hoped for but yet to happen consolidation. " In the current climate - rising competition and downturn - I don' t see these two companies ending up standing alone forever. It is not unreasonable for the market to read it (Keppel' s latest appointment) as one with an eye on industry consolidation," said a market watcher. He added: " But it takes two hands to clap. There will be challenges. This will not be a merger of equals but more an acquisition. Will Sembmarine go for it?"
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ADS2200 Veteran	31-Dec-2020 11:15        ADS2200 About Contact  Quote this Post!
x 0   x 0  Alert Admin	bro, thanks
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camelhump Senior	31-Dec-2020 10:57        camelhump About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mr Chua, currently the chief executive officer of Keppel DC Reit Management, has extensive experience in the real estate fund management and hospitality industries, including M& A (mergers and acquisitions) and will drive Keppel' s sharpened and more disciplined M& A strategy, said the company in a statement. Keppel has earlier said that its offshore and marine unit, hit by the pandemic-led oil slump, was under a strategic review where " all options, both organic and inorganic" were being considered. That plus the leadership changes at Keppel, chiefly including an individual dedicated to drive M& A, could once again fuel speculation of a mega merger between the two giant rig builders Keppel Offshore & Marine and Sembmarine - a long-anticipated and hoped for but yet to happen consolidation. " In the current climate - rising competition and downturn - I don' t see these two companies ending up standing alone forever. It is not unreasonable for the market to read it (Keppel' s latest appointment) as one with an eye on industry consolidation," said a market watcher. He added: " But it takes two hands to clap. There will be challenges. This will not be a merger of equals but more an acquisition. Will Sembmarine go for it?"
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