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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
lhc1964 Senior	28-Jan-2021 19:08        lhc1964 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The reality is China pruduces steel and most of  the relevant raw materials , Sngapore has t import almost everthing , including workers . How to compete ?
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danger Supreme	28-Jan-2021 19:03        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	4 January 2021 12:37 GMT  UPDATED    5 January 2021 17:01 GMT By  Xu Yihe    Chinese yards are among the world&rsquo s busiest in building offshore wind farm installation vessels as the country gears up to expand renewable energy infrastructure to help reduce its reliance on coal-led fossil fuels. Out of the 24 offshore wind farm installation vessels under construction or planned globally, 15 are being built in China, including nine for domestic use and six ordered by foreign owners, according to statistics from Chinese associations. danger      ( Date: 28-Jan-2021 19:01) Posted: Think the chinese yards won alot of offshore windfarms deals recently  pkli899      ( Date: 28-Jan-2021 18:58) Posted: Hello, don' t forget they are also transforming. Going into fields where their expertise in rigs building can be adapted. In fact they are already into it, like off shore wind farm etc
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danger Supreme	28-Jan-2021 19:01        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Think the chinese yards won alot of offshore windfarms deals recently  pkli899      ( Date: 28-Jan-2021 18:58) Posted: Hello, don' t forget they are also transforming. Going into fields where their expertise in rigs building can be adapted. In fact they are already into it, like off shore wind farm etc. danger      ( Date: 28-Jan-2021 18:37) Posted: U see if no hope in rigs business future and no hope to win against chinese shipbuilding  What is left ?
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pkli899 Supreme	28-Jan-2021 18:58        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hello, don' t forget they are also transforming. Going into fields where their expertise in rigs building can be adapted. In fact they are already into it, like off shore wind farm etc. danger      ( Date: 28-Jan-2021 18:37) Posted: U see if no hope in rigs business future and no hope to win against chinese shipbuilding  What is left ?
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pkli899 Supreme	28-Jan-2021 18:48        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	He/she just repeat more or less the same sentence. bystander1965      ( Date: 28-Jan-2021 18:30) Posted: Looks like you have not been following the news. Just come in to spread fear? lhc1964      ( Date: 28-Jan-2021 18:02) Posted: Is SCM going to take over the low margin projects ? Good for SCM
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danger Supreme	28-Jan-2021 18:46        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	No matter is it a white cat or black car..the one that can catch a mice is a good cat ? SgTrader17      ( Date: 28-Jan-2021 18:39) Posted: I agreed with this. When there's two tigers in one mountain, there's challenges and fight. Now one tiger says it is tired and retires, left the only tiger there. Although this tiger is the smaller tiger, but ... It is still a tiger. Lol ... What example am I giving? ... Hahaha weishent      ( Date: 28-Jan-2021 18:31) Posted: With the Keppel taking real action to cut up O& M, and exit rig. looking good for SCM to absorb the business left by Keppel. All loaded and ready now with real action forward by Keppel
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SgTrader17 Elite	28-Jan-2021 18:39        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I agreed with this. When there's two tigers in one mountain, there's challenges and fight. Now one tiger says it is tired and retires, left the only tiger there. Although this tiger is the smaller tiger, but ... It is still a tiger. Lol ... What example am I giving? ... Hahaha weishent      ( Date: 28-Jan-2021 18:31) Posted: With the Keppel taking real action to cut up O& M, and exit rig. looking good for SCM to absorb the business left by Keppel. All loaded and ready now with real action forward by Keppel
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naoshingo Elite	28-Jan-2021 18:39        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	there are really very good questions from the floor...straight to the point and to the " heart" .. Can tell that KC management are not ready to answer and just passing it around..   ICXGOLD      ( Date: 28-Jan-2021 18:28) Posted: They clearly saying its " Transitional arrangement" not a permanent fix its a precursor to the next moves  naoshingo      ( Date: 28-Jan-2021 18:26) Posted: the setting up of the new  Rig Co and a Development Co (Dev Co) by KC is just so odd during the Q& A session... Chris seems to have a hard time answering.... I think this is part of the process to do something....
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danger Supreme	28-Jan-2021 18:37        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	U see if no hope in rigs business future and no hope to win against chinese shipbuilding  What is left ?
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bystander1965 Supreme	28-Jan-2021 18:36        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	That' s why I said earlier they have left the door open. They explicitly stated that in the broadcast. But I am not going to speculate. No point to me. ICXGOLD      ( Date: 28-Jan-2021 18:28) Posted: They clearly saying its " Transitional arrangement" not a permanent fix its a precursor to the next moves  naoshingo      ( Date: 28-Jan-2021 18:26) Posted: the setting up of the new  Rig Co and a Development Co (Dev Co) by KC is just so odd during the Q& A session... Chris seems to have a hard time answering.... I think this is part of the process to do something....
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bystander1965 Supreme	28-Jan-2021 18:34        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Think you need to split the different fields they are in. China and maybe Korea also are in Ship building. SMM is backing away from that. danger      ( Date: 28-Jan-2021 18:29) Posted: If temasek don' t stick their head in for this reorganisation of kom with the 3 new ops and a scm.. finished it thought we are suppose to create a giant o& m to fight off competitors like china and korean yards ?
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bystander1965 Supreme	28-Jan-2021 18:32        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Have you thought only the like of you thought that way? Hmmm... danger      ( Date: 28-Jan-2021 18:16) Posted: Think there is no way to rally for scm if hopes of merger is gone The only reason scm in play and up from 11.2c was because of keppel 100 days review and merger  Now left what ?
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weishent Elite	28-Jan-2021 18:31        weishent About Contact  Quote this Post!
x 0   x 0  Alert Admin	With the Keppel taking real action to cut up O& M, and exit rig. looking good for SCM to absorb the business left by Keppel. All loaded and ready now with real action forward by Keppel
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danger Supreme	28-Jan-2021 18:31        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Or is it o& m is finished...no hope anymore in future as i think 70% of the world' s  shipbuilding and repair is captured by chinese yards
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bystander1965 Supreme	28-Jan-2021 18:30        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Looks like you have not been following the news. Just come in to spread fear? lhc1964      ( Date: 28-Jan-2021 18:02) Posted: Is SCM going to take over the low margin projects ? Good for SCM ? SgTrader17      ( Date: 28-Jan-2021 18:00) Posted: From two become one. That's the final outcome or consolidations that the industry wanted. It's just how Keppel O&M will exit. Eventually left SCM to do the business in rigs related. Keppel already infd won't take on more projects, so now only SCM will take the business available and no need to fight over future contracts. We see how markets react tomorrow to SCM and KC share prices.
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danger Supreme	28-Jan-2021 18:29        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	If temasek don' t stick their head in for this reorganisation of kom with the 3 new ops and a scm.. finished it thought we are suppose to create a giant o& m to fight off competitors like china and korean yards ?
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ICXGOLD Master	28-Jan-2021 18:28        ICXGOLD About Contact  Quote this Post!
x 0   x 0  Alert Admin	They clearly saying its " Transitional arrangement" not a permanent fix its a precursor to the next moves  naoshingo      ( Date: 28-Jan-2021 18:26) Posted: the setting up of the new  Rig Co and a Development Co (Dev Co) by KC is just so odd during the Q& A session... Chris seems to have a hard time answering.... I think this is part of the process to do something....
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naoshingo Elite	28-Jan-2021 18:26        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	the setting up of the new  Rig Co and a Development Co (Dev Co) by KC is just so odd during the Q& A session... Chris seems to have a hard time answering.... I think this is part of the process to do something....
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lhc1964 Senior	28-Jan-2021 18:25        lhc1964 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Left to take over the low margin busnees of KOM. SCM need to raise funds to take over . danger      ( Date: 28-Jan-2021 18:16) Posted: Think there is no way to rally for scm if hopes of merger is gone The only reason scm in play and up from 11.2c was because of keppel 100 days review and merger  Now left what ?
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ICXGOLD Master	28-Jan-2021 18:24        ICXGOLD About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes it wont rally tomorrow but does not mean its the end. 1) Its industry No. 1 with no further competition  2) Yes it rallied from say 11.2 cents based on hope but it didnt get there based on fundamentals. It was pushed down by some 160 million short sells which will need to cover sooner or later.  3) TH now have only one egg left in the O& M Sector, So they now will also do their part to save their investments and the sector  danger      ( Date: 28-Jan-2021 18:16) Posted: Think there is no way to rally for scm if hopes of merger is gone The only reason scm in play and up from 11.2c was because of keppel 100 days review and merger  Now left what ?
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