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SembCorp Marine- The new Frontier. Post Reply Rate topic
CleanNGreen Member	19-Oct-2021 12:54        CleanNGreen About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	@better. I am in the long camp. If i may ask, on yr last statement, i don' t understand the obvious reason. Can i trouble u to advise ? Thank you very much better      ( Date: 18-Oct-2021 22:13) Posted: So, once and for all (before chartexpert123 starts babbling nonsense again), below is from Keppel OM' s announcement: There are 3 components of the proposed merger: Concurrent with the MOU on the potential combination, Keppel has also signed a non-binding MOU with Kyanite Investment Holdings Pte Ltd, a wholly owned subsidiary of Temasek, for Keppel O& M& rsquo s legacy rigs and associated receivables to be sold to a separate Asset Co that would be majority owned by external investors. The two proposed transactions will be inter-conditional and pursued concurrently. Further details on Asset Co will be provided in a separate SGXNET announcement issued by Keppel. Keppel has about S$3billion worth of completed or almost completed rigs sitting idle in its yard. Much capital tight up that Keppel can hardly breathe. So part of the merger term is for Temasek to work out an arrangement to take the rigs off their book via an Asset Co. Keppel and Sembcorp Marine will undertake mutual due diligence and discuss the terms of the potential combination, which is expected to take several months. If the potential combination is completed, it is envisaged that the Combined Entity will be a listed entity, and Sembcorp Marine& rsquo s shareholders will hold shares in the Combined Entity, while Keppel will receive shares in the Combined Entity and a cash consideration of up to S$500 million (or a cash component with the economic equivalent effect). Keppel is asking for up to S$500 million cash. Up to $500mil can mean $0 at the end. On Sembmarine' s part, they have strongly denied the existence of a S$500mil. cash consideration. In the above Keppel' s statement, it just said that KC will receive shares. In Chartexpert123' s mind, it is 50%. In my mind, it is 10% to 15% of total SCM shares. Under the MOU between Keppel and Sembcorp Marine, it is envisaged that Keppel and the Combined Entity will enter into a strategic partnership, pursuant to which Keppel will hold 50% of a 50-50 joint venture that will be established between Keppel and the Combined Entity (& ldquo  Strategic Partnership JV& rdquo ). This would allow Keppel to continue accessing Keppel O& M& rsquo s capabilities required for its projects, on terms to be agreed. The scope of the Strategic Partnership JV will be subject to final agreement between the parties concerned. In addition, subject to regulatory review, the Combined Entity will be the preferred EPC partner for Keppel& rsquo s projects where the Combined Entity has the relevant expertise. After SCM absorbed keppel OM,    SCM and KC will both chip in money to form a joint venture company. This is to prevent KC from undetaking any further offshore project on its own after they have sold off all their yards and IPs to SCM. Any final merger proposal tabled will be subjected to SCM shareholders' approval (ex Temasek as they are an interested party owning 20% of KC). And it is not likely to happen until SCM share price is above 20c for obvious reason.
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chart_expert123 Master	19-Oct-2021 12:45        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	MGO at 8cents. this is the price TH is willing to pay at the moment before merge deal TH is expecting Merging of Kep O& M and Sembmar. Pumping up Sembmar share price will only complicate the deal.  8 cents, just nice, all will accept the the deals. 12 cents? all will kpkp and said TH cheap their money. so pump up for what. After merge, the new entity definitely will be pumped up. So, just be patient and wait, although i think keppel corp is a better choice. honesty      ( Date: 19-Oct-2021 11:59) Posted: wondering why TH does not want to pump it high, it benefits them right and will look good with MOF and there will be more promotion and big salaries raise. hopefully they come in to buy more and push it high to show the world that smm indeed has value and overseas investors would rush in to be part of it TigerPlay      ( Date: 19-Oct-2021 11:27) Posted: Let all dream lor, even din happen oso shiok. this fella very limpek at the moment, hard to get high and hard, so we only can dream. like yesterday ..high abit then back to limpek, iyoh, like tat we can only dream to get high lor....hahahaha
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honesty Master	19-Oct-2021 11:59        honesty About Contact  Quote this Post!
x 0   x 0  Alert Admin	wondering why TH does not want to pump it high, it benefits them right and will look good with MOF and there will be more promotion and big salaries raise. hopefully they come in to buy more and push it high to show the world that smm indeed has value and overseas investors would rush in to be part of it TigerPlay      ( Date: 19-Oct-2021 11:27) Posted: Let all dream lor, even din happen oso shiok. this fella very limpek at the moment, hard to get high and hard, so we only can dream. like yesterday ..high abit then back to limpek, iyoh, like tat we can only dream to get high lor....hahahaha
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better Elite	19-Oct-2021 11:55        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	the green retrofit of the global fleet will be brisk biz for the next 4-5 years. Jiat beh liao! Chagatai      ( Date: 19-Oct-2021 11:31) Posted: Dun worry LNG conversion to replace fuel oil and diesel oil bunkering plus hydrogen fuel cell retrofitting for the entire global fleet is just realising. Wait until 2023 and be a part of Wealth and health
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investshare Supreme	19-Oct-2021 11:41        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wonder what should SMM management do for dorm case? https://www.zaobao.com.sg/realtime/china/story20211019-1204769 海 航 一 名 身 着 夏 装 的 乘 务 员 蹲 在 路 边 等 车 被 冻 得 瑟 瑟 发 抖 的 照 片 被 曝 光 后 引 发 关 注 ， 海 航 控 股 党 委 书 记 刘 璐 、 党 委 副 书 记 徐 军 召 集 党 委 班 子 主 要 领 导 干 部 上 周 六 （ 16日 ） 深 夜 身 着 夏 装 在 海 航 控 股 北 京 基 地 室 外 实 地 站 在 一 排 ， 感 受 气 温 已 接 近 0摄 氏 度 的 北 京 的 骤 寒 天 气 。 综 合 澎 湃 新 闻 和 第 一 财 经 官 方 微 信 公 号 报 道 ， 事 发 源 于 一 名 海 航 白 金 卡 旅 客 本 月 9日 夜 晚 路 过 海 航 控 股 北 京 基 地 ， 看 到 有 乘 务 员 在 基 地 门 口 蹲 在 路 边 等 车 ， 冻 得 瑟 瑟 发 抖 ， 拍 了 张 照 片 发 给 了 海 南 省 海 航 集 团 联 合 工 作 组 组 长 、 集 团 党 委 书 记 顾 刚 ， 并 留 言 提 出 建 议 ， 能 否 想 点 办 法 ， 给 员 工 遮 风 避 雨 。
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Chagatai Veteran	19-Oct-2021 11:31        Chagatai About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dun worry LNG conversion to replace fuel oil and diesel oil bunkering plus hydrogen fuel cell retrofitting for the entire global fleet is just realising. Wait until 2023 and be a part of Wealth and health
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TigerPlay Master	19-Oct-2021 11:27        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let all dream lor, even din happen oso shiok. this fella very limpek at the moment, hard to get high and hard, so we only can dream. like yesterday ..high abit then back to limpek, iyoh, like tat we can only dream to get high lor....hahahaha
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pkli899 Supreme	19-Oct-2021 11:25        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If my dream happened in real life......no need bother when they start to be profitable right? Share price up most important to us la. share456      ( Date: 19-Oct-2021 11:21) Posted: if it happens, SCM can only get the profits in 2023 onwards. 2021 and 2022 will be still in losses. you need to wait until 2023.   pkli899      ( Date: 19-Oct-2021 11:14) Posted: Before market open on 4th Nov......trading halt.......announcement: Semb Marine win several huge contracts amounting to few B. Market open......price jump 10 c............all holders smile wide wide.  My dream last night.........dunno will come true or not? What do u think?
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share456 Veteran	19-Oct-2021 11:21        share456 About Contact  Quote this Post!
x 0   x 0  Alert Admin	if it happens, SCM can only get the profits in 2023 onwards. 2021 and 2022 will be still in losses. you need to wait until 2023.   pkli899      ( Date: 19-Oct-2021 11:14) Posted: Before market open on 4th Nov......trading halt.......announcement: Semb Marine win several huge contracts amounting to few B. Market open......price jump 10 c............all holders smile wide wide.  My dream last night.........dunno will come true or not? What do u think?
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Chagatai Veteran	19-Oct-2021 11:19        Chagatai About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is Correct pkli899      ( Date: 19-Oct-2021 11:14) Posted: Before market open on 4th Nov......trading halt.......announcement: Semb Marine win several huge contracts amounting to few B. Market open......price jump 10 c............all holders smile wide wide.  My dream last night.........dunno will come true or not? What do u think?
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mrwise Supreme	19-Oct-2021 11:16        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Multi bagger....wait for the pump up soon...
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pkli899 Supreme	19-Oct-2021 11:14        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Before market open on 4th Nov......trading halt.......announcement: Semb Marine win several huge contracts amounting to few B. Market open......price jump 10 c............all holders smile wide wide.  My dream last night.........dunno will come true or not? What do u think?
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chart_expert123 Master	19-Oct-2021 11:05        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	keppel corp market cap is 10 bil owned many many many subsidiaries, Keppel o& M wholely owned, market cap is 3Bil out of 10 Bil(based on Sembmar market cap). Sembmar market cap is 2.5Bil @ 8cents. 12 cents, market cap is 3.7Bil, 30cents, market cap is 9bil. Ask yourself, possible or not in next 12 months? why 12 months? merge deal coming. You can hope for any price but must be practical, or else it will become hopeless eventually.  TigerPlay      ( Date: 19-Oct-2021 10:44) Posted: I hope cheong to 30cts or at least 12.4cts to break even. Hope may not come true, but is better than HOPEless !! ckmpd1      ( Date: 19-Oct-2021 10:16) Posted: and what do you think will happen to SMM after first week of Nov
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share456 Veteran	19-Oct-2021 10:57        share456 About Contact  Quote this Post!
x 0   x 0  Alert Admin	currently, SCM cannot go below 8 cents because of Temasek MGO. after MGO lapses, share price can go below 8 cents because no Temasek support at 8 cents.   ckmpd1      ( Date: 19-Oct-2021 10:16) Posted: and what do you think will happen to SMM after first week of Nov? Chagatai      ( Date: 19-Oct-2021 10:13) Posted: Nothing will happen until November 1st to second week onwards. Stock markets also follow Newtonian physics
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TigerPlay Master	19-Oct-2021 10:44        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	I hope cheong to 30cts or at least 12.4cts to break even. Hope may not come true, but is better than HOPEless !! ckmpd1      ( Date: 19-Oct-2021 10:16) Posted: and what do you think will happen to SMM after first week of Nov? Chagatai      ( Date: 19-Oct-2021 10:13) Posted: Nothing will happen until November 1st to second week onwards. Stock markets also follow Newtonian physics
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ckmpd1 Supreme	19-Oct-2021 10:16        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	and what do you think will happen to SMM after first week of Nov? Chagatai      ( Date: 19-Oct-2021 10:13) Posted: Nothing will happen until November 1st to second week onwards. Stock markets also follow Newtonian physics
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Chagatai Veteran	19-Oct-2021 10:13        Chagatai About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nothing will happen until November 1st to second week onwards. Stock markets also follow Newtonian physics
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FlyingCat Master	19-Oct-2021 09:59        FlyingCat About Contact  Quote this Post!
x 0   x 0  Alert Admin	lao ji xia.. cant maintain the momemtum
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ckmpd1 Supreme	19-Oct-2021 09:51        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	be very watchful ... can SMM go to 30c or 40 if its business doesnt pick up? TigerPlay      ( Date: 19-Oct-2021 09:48) Posted: arh yes, is back to frozen mona liza earlier than expected,8cts again, iyoh...no fun leh
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ckmpd1 Supreme	19-Oct-2021 09:49        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Assuming SMM' s capitalisation remains constant at $2.5B from 2019 to 2021 2.1B shares in 2019 means each SMM is worth $1.2 15B shares in 2020 means each share is worth $0.17 31B shares in 2021 means each share is worth $0.08
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