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SembCorp Marine- The new Frontier. Post Reply Rate topic
ADS2200 Veteran	09-Jun-2021 13:12        ADS2200 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Long to enjoy
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SembMarineLong Veteran	09-Jun-2021 12:41        SembMarineLong About Contact  Quote this Post!
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rookie$$ Member	09-Jun-2021 12:38        rookie$$ About Contact  Quote this Post!
x 0   x 0  Alert Admin	Back to low volumes again...
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Abe2021 Veteran	09-Jun-2021 12:32        Abe2021 About Contact  Quote this Post!
x 0   x 0  Alert Admin	As you said this is the next boom, history will repeat itself. Temasek is still the largest shareholder. If they can do for SCI, they can do it again. They are not basing on Dynamac per se but the rating of Temasek. Any time can have a placement Massive exercise last 11 Sept.  SCM is on its own, into their core business. Dyodd
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better Elite	09-Jun-2021 12:23        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	The link refers me to an article published 10 years ago......during the last offshore boom.   Abe2021      ( Date: 09-Jun-2021 12:16) Posted: Better, not I said. You can refer to the link below https://sbr.com.sg/shipping-marine/more-news/keppel-om-buys-278-stake-in-dyna-mac-holdings
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Abe2021 Veteran	09-Jun-2021 12:23        Abe2021 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually it works right into their sum. CEO has made it clear to divest KOM They might be small but Temasek is the major shareholder. Instead of collaboration, just discount a bit and transfer KOM order books to Dynamac. Suddenly Dynamac will morph to become another giant in oil and marine  Dyodd better      ( Date: 09-Jun-2021 12:12) Posted: Wrong info. Temasek has 0% direct holding in Dyna Mac. Temasek' s deemed interest in Dyna mac is because Temasek owns 20% of KC and KC owns 24.4% of Dyna mac  through subsidiary KS investment. Dyna mac is a very very very tiny player with shareholder equity of less than $30million. Dyna mac is heavily in debt and trades at 4x book value purely because some are expecting Keppel corp to save them with a buyout offer. The most likely outcome is Keppel corp would let Dyna mac goes under and buy their assets from the lenders at a fraction of the cost if they want to. I would not touch Dyna mac with a twelve foot pole. Dyna mac ate the scraps from Keppel OMs table during the good times. But during the recent lean years when there is no scrap, they are eating themselves. Based on their financials, they can go under anytime once Keppel makes it clear they are not offering anything. Why would Keppel want to buy more yards when they are thinking of divesting their own O& M assets?  Good possibility of Dyna mac going Hyflux.
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Abe2021 Veteran	09-Jun-2021 12:17        Abe2021 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The equity placement, through its investment vehicle KSI, is part of a collaboration between Keppel Shipyard (a wholly-owned subsidiary of Keppel O& M) and Dyna-Mac to jointly pursue the topside module business beyond Singapore' s shores, according to a Keppel report.
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Abe2021 Veteran	09-Jun-2021 12:16        Abe2021 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Better, not I said. You can refer to the link below https://sbr.com.sg/shipping-marine/more-news/keppel-om-buys-278-stake-in-dyna-mac-holdings
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better Elite	09-Jun-2021 12:12        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wrong info. Temasek has 0% direct holding in Dyna Mac. Temasek' s deemed interest in Dyna mac is because Temasek owns 20% of KC and KC owns 24.4% of Dyna mac  through subsidiary KS investment. Dyna mac is a very very very tiny player with shareholder equity of less than $30million. Dyna mac is heavily in debt and trades at 4x book value purely because some are expecting Keppel corp to save them with a buyout offer. The most likely outcome is Keppel corp would let Dyna mac goes under and buy their assets from the lenders at a fraction of the cost if they want to. I would not touch Dyna mac with a twelve foot pole. Dyna mac ate the scraps from Keppel OMs table during the good times. But during the recent lean years when there is no scrap, they are eating themselves. Based on their financials, they can go under anytime once Keppel makes it clear they are not offering anything. Why would Keppel want to buy more yards when they are thinking of divesting their own O& M assets?  Good possibility of Dyna mac going Hyflux.
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Abe2021 Veteran	09-Jun-2021 12:12        Abe2021 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SINGAPORE --  Keppel Offshore & Marine has taken a 27.77% stake in topside module fabricator Dyna-Mac Holdings via an equity placement. The $85-million acquisition, conducted by Keppel&rsquo s investment arm KS Investments, follows Dyna-Mac' s listing on the main board of Singapore Exchange Securities Trading.Keppel O& M subsidiary Keppel Shipyard and Dyna-Mac plan jointly to pursue contracts for floating production topside modules. Dyna-Mac provides detailed engineering, procurement, and construction services for FPSOs and FSOs, while Keppel O& M has converted and constructed more than 100 floating platforms, storage, and other production units. The net orderbook for Keppel O& M as at end-March 2020 stood at SGD4bn ($2.8bn), with renewables and gas-related solutions taking up 70% of the value.&ldquo While progress in securing new orders has slowed due to COVID-19 and the fall in oil prices, Keppel O& M continues to have a sizeable orderbook which will keep our yards occupied for the next two years,&rdquo said Loh Chin Hua, ceo of Keppel Corp. Dyodd.
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Abe2021 Veteran	09-Jun-2021 12:06        Abe2021 About Contact  Quote this Post!
x 0   x 0  Alert Admin	All the while KC and Dynamac have close working relationship.  Singapore-based oil and gas module builder Dyna-Mac has entered into a memorandum of understanding with Keppel Shipyard, a subsidiary of rig builder Keppel Offshore & Marine. Under the agreement, the two companies will explore potential business relationships and opportunities on a non-exclusive basis " based on the strengths, competitiveness, and experience in the respective relevant sectors to mutually benefit each other and cooperate in each other&rsquo s core businesses in the marine and offshore industry." Dyna-Mac, which specializes in the construction of topsides for offshore oil and gas platforms and FPSOs, said Wednesday that the MoU would be valid for five years and may be further renewed on mutual consent, but could also be terminated earlier " on certain prescribed grounds."
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Abe2021 Veteran	09-Jun-2021 11:52        Abe2021 About Contact  Quote this Post!
x 1   x 0  Alert Admin	High chance we may be barking up the wrong tree. Who said KC must sell KOM to SCM ? Temasek has substantial holding in Dyna-Mac, 24 May the price is trending higher 10c while SMM is 20c He replaces  founder, former executive chairman and chief executive  Lim Tze Jong Desmond, who died on Oct 26, 2019.  Estate of Lim Tze Jong is holding  40.8299% while Teamsek is having  24.4329% As Chief Executive Officer, Mr Lim oversees the overall organisation, management and marketing of the Group. He is responsible for steering the strategic directions and growth of the Group.Mr Lim has more than 20 years of extensive working experience in project management, commercial management, yards operations and design engineering in the Oil and Gas Industries. Mr Lim was a Keppel Corporation Scholarship recipient and prior to joining Dyna-Mac, he has held various Senior Management positions in Keppel Offshore and Marine (KOM) group.  Mr Lim obtained his Masters of Engineering degree from the National University of Singapore and he is also a member of the Institution of Engineers, Singapore, Society of Naval Architects and Marine Engineers, Singapore and Singapore Institute of Directors. Dyodd ... should stop linking KOM to SMM
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SembMarineLong Veteran	09-Jun-2021 11:32        SembMarineLong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Long to enjoy PhillipTan      ( Date: 09-Jun-2021 10:30) Posted: I was already vested pre covid era Prices were much higher back then, even picking up some at 0.16 post covid, breakeven price is still quite high I would like to buy more to average down, but a lot of my funds are currently tied up in other counters As this counter is not moving, I went into some other more speculative counters lIke healthcare, semiconductor, hospitality, retail and commodity trading Since it seems like SM will be stuck at this price for quite some time The queues are really huge and it is hard to believe that it is possible to buy or sell at the current queued prices If really buying at 0.20 and selling at 0.205 is feasible during this period, I don' t mind taking out some spare cash for some quick profits A couple of hundreds to a few hundreds a week is better than nothing   stanleytay      ( Date: 09-Jun-2021 10:11) Posted: It doesnt make any diff if you are a mid term playert in smm. As this is a consolidation period for the next wave up, I am just suggesting that if you want to buy into smm, try buying at 0.2 by keying in 0.205 at matching. Thats about it. I see some people complaining that this counter is slow or boring. I would rather focus on posting more useful things. As for whether you are contra or picking up, its really up to individual. What works for me might not be a good way for you. I have a target for smm mid term.  As im already vested below 0.2 earlier, i just want to accumulate at 0.2 or even better below it ( which i dont think will happen ).
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Isolator Supreme	09-Jun-2021 10:42        Isolator About Contact  Quote this Post!   Mood:
x 0   x 1  Alert Admin	Long to enjoy...
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PhillipTan Supreme	09-Jun-2021 10:30        PhillipTan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	I was already vested pre covid era Prices were much higher back then, even picking up some at 0.16 post covid, breakeven price is still quite high I would like to buy more to average down, but a lot of my funds are currently tied up in other counters As this counter is not moving, I went into some other more speculative counters lIke healthcare, semiconductor, hospitality, retail and commodity trading Since it seems like SM will be stuck at this price for quite some time The queues are really huge and it is hard to believe that it is possible to buy or sell at the current queued prices If really buying at 0.20 and selling at 0.205 is feasible during this period, I don' t mind taking out some spare cash for some quick profits A couple of hundreds to a few hundreds a week is better than nothing   stanleytay      ( Date: 09-Jun-2021 10:11) Posted: It doesnt make any diff if you are a mid term playert in smm. As this is a consolidation period for the next wave up, I am just suggesting that if you want to buy into smm, try buying at 0.2 by keying in 0.205 at matching. Thats about it. I see some people complaining that this counter is slow or boring. I would rather focus on posting more useful things. As for whether you are contra or picking up, its really up to individual. What works for me might not be a good way for you. I have a target for smm mid term.  As im already vested below 0.2 earlier, i just want to accumulate at 0.2 or even better below it ( which i dont think will happen ).    PhillipTan      ( Date: 09-Jun-2021 10:01) Posted: Ok, will not be fixated on whether you managed to to make profit on contra since you already clarified that you are picking it up But will still be curious if you really manage to sell off at 0.205 Because if it is really feasible, I may want to try with some spare cash  A couple to a few hundred dollars profit every week consistently is not a bad thing right if it can be done So if you would be so kind, just keep us updated lol
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SembMarineLong Veteran	09-Jun-2021 10:22        SembMarineLong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Long to enjoy stanleytay      ( Date: 09-Jun-2021 10:11) Posted: It doesnt make any diff if you are a mid term playert in smm. As this is a consolidation period for the next wave up, I am just suggesting that if you want to buy into smm, try buying at 0.2 by keying in 0.205 at matching. Thats about it. I see some people complaining that this counter is slow or boring. I would rather focus on posting more useful things. As for whether you are contra or picking up, its really up to individual. What works for me might not be a good way for you. I have a target for smm mid term.  As im already vested below 0.2 earlier, i just want to accumulate at 0.2 or even better below it ( which i dont think will happen ).    PhillipTan      ( Date: 09-Jun-2021 10:01) Posted: Ok, will not be fixated on whether you managed to to make profit on contra since you already clarified that you are picking it up But will still be curious if you really manage to sell off at 0.205 Because if it is really feasible, I may want to try with some spare cash  A couple to a few hundred dollars profit every week consistently is not a bad thing right if it can be done So if you would be so kind, just keep us updated lol
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Abe2021 Veteran	09-Jun-2021 10:19        Abe2021 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed.  ckmpd1      ( Date: 09-Jun-2021 09:48) Posted: I think a better strategy is go for fundamentals.  If fundamentals are good, buy and be ready to keep it for the long term.  Dont base our hope on contra.  PhillipTan      ( Date: 09-Jun-2021 09:38) Posted: Her
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stanleytay Master	09-Jun-2021 10:11        stanleytay About Contact  Quote this Post!
x 0   x 0  Alert Admin	It doesnt make any diff if you are a mid term playert in smm. As this is a consolidation period for the next wave up, I am just suggesting that if you want to buy into smm, try buying at 0.2 by keying in 0.205 at matching. Thats about it. I see some people complaining that this counter is slow or boring. I would rather focus on posting more useful things. As for whether you are contra or picking up, its really up to individual. What works for me might not be a good way for you. I have a target for smm mid term.  As im already vested below 0.2 earlier, i just want to accumulate at 0.2 or even better below it ( which i dont think will happen ).    PhillipTan      ( Date: 09-Jun-2021 10:01) Posted: Ok, will not be fixated on whether you managed to to make profit on contra since you already clarified that you are picking it up But will still be curious if you really manage to sell off at 0.205 Because if it is really feasible, I may want to try with some spare cash  A couple to a few hundred dollars profit every week consistently is not a bad thing right if it can be done So if you would be so kind, just keep us updated lol   stanleytay      ( Date: 09-Jun-2021 09:47) Posted: I am buying at 0.2, if i cant sell off at 0.205.. Im willing to pick up. I hope you dont get too fixated on this as this is a consolidation period for smm.
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ckmpd1 Supreme	09-Jun-2021 10:03        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	better      ( Date: 09-Jun-2021 09:53) Posted: Daily Purchase Program- collected 40k @ 20 cents    Filled Quantity @ Price Date (Market Time) Counter Party 40000 SGD 0.20000 09/06/2021 CIMB 13 days to merger announcement. Trade safe and DYODD>
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SembMarineLong Veteran	09-Jun-2021 10:02        SembMarineLong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Long to enjoy ckmpd1      ( Date: 09-Jun-2021 09:48) Posted: I think a better strategy is go for fundamentals.  If fundamentals are good, buy and be ready to keep it for the long term.  Dont base our hope on contra.  PhillipTan      ( Date: 09-Jun-2021 09:38) Posted: Her
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