| Latest Forum Topics / Seatrium Last:0.091 -- |
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SembCorp Marine- The new Frontier.
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Yatsa13
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15-Sep-2021 09:50
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Stanley, exactly just have to let it work its way - market weighted  Anyhow I have set my alerts. Ciao
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Yatsa13
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15-Sep-2021 09:46
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Yeah .... today' s news about Temasek planning to give local stocks a boost. https://www.straitstimes.com/business/companies-markets/singapore-said-to-plan-local-stocks-boost-with-temasek-fund Our market is shrinking smaller and smaller, it is about time to do something. Stock market is like the pride of any country.  Waiting for the news .... good news maybe is better than the former 91% 😜
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chart_expert123
Master |
15-Sep-2021 09:27
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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" SM is now a stronger animal after the Rights issue with progress payment' s slowly coming in and new contracts on the cards." not yet. it will be after keppel merger and improve the competitive which will be next year already. 2015 down, oil price pick up to 82-83 dollars in 2018, orders flow in. but in 2020-2021, the outcome show, those orders cannot make profit which mean margin is low or even negative. What worst is covid 19 causing, labour shortage and cost shoot up, China Iron related material all rebate cancellation which increase china and korea yard competitve strength and increase singapore shipyard cost. The oil price is 70-72 now are not enought to trigger preminum contract which can give high margin and end up sign a contract which think can breakeven and earn a bit but end up lose money. Keppel O& M Merger can remove the internal competition and Keppel culture will cut down unncessary operating cost which may be a turnaround. but it is next year. trade with care.   
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MANFREDTMK
Master |
15-Sep-2021 09:24
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China Evergrande news were already in the market since February. Hyper US inflation is my main concern given the excessive printing of money, not only in US, but even more globally. The US $3 trillions infrastructure budget, if approved, will push commodities prices to another super boom. It follows that the FED can't print money any more, worse still increase interest rates to fight inflation. And stock market which are driven by liquidity (money) will face tremendous pressure
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ahbui8
Master |
15-Sep-2021 09:24
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To me, I betting that rights will under subscribe and trigger MO, if rights are fully subscribe then too bad, with 31B shares on 22 sep, get ready for roller coaster.  
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stanleytay
Master |
15-Sep-2021 09:18
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There is a group of people here who wants to see smm die. Everytime the stock not moving or down, they will come in.  But its part of the process. Just have to let it work its way.
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MANFREDTMK
Master |
15-Sep-2021 09:14
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I meant affect my work. Monitoring the price is very time consuming. Even if it goes below 8 cents, it is likely to be temporary, perhaps due to hedge funds pushing it down to trigger Margin Call in order to collect the share cheaper. But the big question is, after collecting cheap, WHAT WILL THEY DO?
So, how wrong can one be buying below 8.2 cents. Like Stanley said, how many kind souls are there who take pity on you and sell you at 7 cents, bearing in mind, SM is now a stronger animal after the Rights issue with progress payment's slowly coming in and new contracts on the cards.
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chart_expert123
Master |
15-Sep-2021 09:11
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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The pain after celebration coming. get your money ready to pay for the rights, at the same, have to pray someone is willing to buy higher than 8.3 cents day by day, don' t end up sell at low day by day. Market become weak due to China Evergrande bankruptcy risk crisis and US inflation spike with low employment rate.    |
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MANFREDTMK
Master |
15-Sep-2021 09:02
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I don't let the vagaries of the stock market, mostly driven by hormones rather than deep analysis, determine the share price in the short run. So, I will strive to avoid looking at the share until January. Not easy though, but must try.
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stanleytay
Master |
14-Sep-2021 22:26
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All the best to you and your medtec target.. tat one i can tell u now.. sure can get at 0.3.
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Yatsa13
Veteran |
14-Sep-2021 22:24
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Stanley, thanks for being frank and honest. Maybe it will dip below 8c to shake the weak ones. They love to do that .... I am all ready. All the best to you ! 😃  
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Yatsa13
Veteran |
14-Sep-2021 22:18
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A-greed. Waiting for the result.  I' m not so sure if T is going to that generous.  Hahaha ... let' s see the result tomorrow    |
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stanleytay
Master |
14-Sep-2021 22:18
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To be honest.. if im a shortist fund, i will be the first to sell at 0.2.. 0.19 etc. Retailers being the weakest of all will be last to sell. Most likely from 0.13 to 0.09. Selling now and hoping to cover back at 7c, 6c or 5c. Frankly i dont think short funds interested. Thats how i view smm. I respect your target price, whether there will be kind souls selling it down for you to buy. I really doubt it.
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ahbui8
Master |
14-Sep-2021 22:02
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Those vested will hope for generous MO, those not vested yet is waiting for 7cts to get in. No need argue, result will be out soon.  | ||||
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Yatsa13
Veteran |
14-Sep-2021 21:44
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Where is Manfred ? Disappear  Everything is manipulation ... arh boh dan. Cfmd tomorrow they will short the price down.  Watch and wait for it to happen if low enough will collect some ... bet you cheaper than the rights 8c
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Goldfinger
Supreme |
14-Sep-2021 21:41
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Will prob trade in the 7.8 cent to 8.2 cent range for some time. No real impetus for price movement. | ||||
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Yatsa13
Veteran |
14-Sep-2021 21:39
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Aiyo ... all the ka chaim puteh taking up of the rights, Please lor Look at Tan Sri Mohd Hassan Marican sold off 4m rights and  Koh Chiap Khiong sold off 5.6m rights
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Chagatai
Veteran |
14-Sep-2021 21:02
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Hope to hear some very sensible Replies and I apologise if I am misunderstood as a shorty or Longly or Thai beer promoter at coffee shop lol | ||||
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Chagatai
Veteran |
14-Sep-2021 21:00
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Then again guys I also sniper scope at Thai Bev. Looking damn good at current price like I said lets see la I know Semb marine is like lol a revenge cover back losses for me cold but its not the only share in the whole world to gain from | ||||
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Chagatai
Veteran |
14-Sep-2021 20:55
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The new entity x after kom and Sembmarine combine will be worth more then 2.4billion market cap. FOMO kicks in that is also a factor | ||||
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