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SembCorp Marine- The new Frontier. Post Reply Rate topic
pkli899 Supreme	22-Oct-2021 20:35        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I did remember, Better post his purchases together with purchase detail attached, most of the time. So, I choose to believe his purchases were genuine.
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ttbanthony Veteran	22-Oct-2021 20:33        ttbanthony About Contact  Quote this Post!
x 0   x 0  Alert Admin	I don see any funding needs. Rights issue sufficient to cater for entire 2022 even under assumption of no inbound cashflow. The risk is share consolidation not that of rights issue for now. TH likely to garner more shares now that 79/80. They will probably cross 50% and may have another round of GO. Their intention of maintaining listing status is not absolute. If condition is not favourable, anything can happen. IFA recommended 0.08 is unfair and unreasonable and propose IDs to recommend shareholders to reject the deal. This probably needs some updating.
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ahbui8 Master	22-Oct-2021 20:31        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Of cos will advise SH 8cts is shit offer! Need not the advise, Everyone know 8cts is an unreasonable offer. Now during the unreasonable 8cts offer period and suddenly announce 2H heavy losses. What do you think? better      ( Date: 22-Oct-2021 20:22) Posted: Well said. Brilliantly put!    The profile of the independent advisor for Temasek offer: MS WONG BEE ENG Ms Wong is the Chief Executive Officer and Executive Director of Provenance Capital. She has been leading the firm since joining the firm in February 2007, re-building the firm to become one of the leading corporate finance advisory firms for SGX-ST listed companies. Ms Wong has more than 35 years of experience in investment banking with a primary focus on corporate finance advisory services. She had spent 9 years in international foreign investment banks, 11 years in local banks, and more than 15 years as Chief Executive Officer and Executive Director in boutique corporate finance firms.  Ms Wong was the co-founder, CEO and Director of SAC Capital Private Limited for 2½ years before joining Provenance Capital in Febuary 2007. Before embarking on the banking industry, she had worked as an auditor briefly with Price Waterhouse. Ms Wong holds a Bachelor degree in Accountancy (Honours) with the National University of Singapore and a Master' s degree in Business Administration with the University of Michigan, Ann Arbor, USA. Ms Wong is a Chartered Accountant of Singapore, a Chartered Valuer and Appraiser and a Fellow of the Singapore Institute of Directors. " Taking into consideration the above, overall, on balance, we are of the view that for the purposes of the Offer,  our estimated value range of the Shares is between S$0.125 and S$0.14, based on the mean and median P/NAV ratios of the Comparable Companies of 1.1 times, and the estimated projected NAV per Share of S$0.1246 as at 31 December 2021 which takes into consideration the recently completed Rights Issue and the expected losses for 2H2021. Hence, we are of the opinion that the Offer Price of S$0.08 is not fair and not reasonable,  as it is below our estimated value range of the Shares. OUR RECOMMENDATION TO THE INDEPENDENT DIRECTORS ON THE OFFER In arriving at our recommendation in respect of the Offer, we have taken into account, reviewed and deliberated on the following key considerations which we considered to be pertinent in our assessment of the Offer: (a) Market price performance of the Shares (b) Financial analysis of the Group (c) Comparison with precedent takeover overs of selected SGX-ST listed companies (d) Comparison of valuation statistics of selected listed companies which are broadly comparable with the Group (e) Estimated value range of the Shares (f) Dividend track record of the Company and (g) Other relevant considerations. Based on our analysis and after having considered carefully the information available to us as at the Latest Practicable Date, overall, we are of the view that the financial terms of the Offer are not fair and not reasonable.  Accordingly, we advise the Independent Directors to recommend Shareholders to REJECT the Offer." But I am sure many forumers here know better and have far better insights as to how much SCM is worth. stanleytay      ( Date: 22-Oct-2021 19:44) Posted: Yes.. one guy called ckmpd who keep saying smm will go 0.3 cos its under TH. Then another one Uiop, keep saying SIA will go bankrupt after rights issue. After that SIA went up to $5, he move over to smm. Is my memory good? If you want to hear more, mrwise. The one who keep shouting buy 4days ago said SIA will go to $3 after rights. All these people now all gather in smm thread like some gathering. How is this not a buy signal
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worstt Member	22-Oct-2021 20:28        worstt About Contact  Quote this Post!
x 0   x 0  Alert Admin	to be fair, you should not ask ME on how many shares he will be owning.. He is the scammer ( unless proven not otherwise) that he shouted keep on buying shares on daily basis. He is the scammer keep on putting False news, all the project he mentioned for the duration of 2020 to now , will make profit what happen now? which project make profit? He is scammer that telling all prices are too cheap to buy.. He said all this, and now you ask ME?? to estimate how many shares he owning? is that fair? ahbui8      ( Date: 22-Oct-2021 20:06) Posted: To be fair, you estimate how many shares he will be owning? Below are the top SMM shareholders and I personally feel all top holders are very low.   Name Equities % Temasek Holdings Pte Ltd. (Investment Management) 14,630,444,619 46.6% DBS Group Holdings Ltd 270,271,858 0.86% BlackRock Fund Advisors 208,430,011 0.66% The Vanguard Group, Inc. 177,013,049 0.56% Dimensional Fund Advisors LP 145,023,771 0.46% Norges Bank Investment Management 79,935,600 0.25% Charles Schwab Investment Management, Inc. 39,580,951 0.13% iFAST Corporation Ltd. 33,357,692 0.11% Siew Eng Heng 31,385,199 0.100% Kin Fei Tang 26,857,459 0.086%   worstt      ( Date: 22-Oct-2021 19:30) Posted: some time ago you said, 20 cents will be better not so long ago you said, below 20 cents will be better recently you said 12 cents will be better and then you said 8 cents will be better now you say below 8 cents will be better... whats next? common.. please dont scam people in .
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pkli899 Supreme	22-Oct-2021 20:24        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Starship      ( Date: 22-Oct-2021 20:12) Posted: pkli899      ( Date: 22-Oct-2021 19:59) Posted: Ya lor, bought at 0.08. Never expect today go down to 0.079. NVM, hope for miracle......never say never
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better Elite	22-Oct-2021 20:22        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well said. Brilliantly put!    The profile of the independent advisor for Temasek offer: MS WONG BEE ENG Ms Wong is the Chief Executive Officer and Executive Director of Provenance Capital. She has been leading the firm since joining the firm in February 2007, re-building the firm to become one of the leading corporate finance advisory firms for SGX-ST listed companies. Ms Wong has more than 35 years of experience in investment banking with a primary focus on corporate finance advisory services. She had spent 9 years in international foreign investment banks, 11 years in local banks, and more than 15 years as Chief Executive Officer and Executive Director in boutique corporate finance firms.  Ms Wong was the co-founder, CEO and Director of SAC Capital Private Limited for 2½ years before joining Provenance Capital in Febuary 2007. Before embarking on the banking industry, she had worked as an auditor briefly with Price Waterhouse. Ms Wong holds a Bachelor degree in Accountancy (Honours) with the National University of Singapore and a Master' s degree in Business Administration with the University of Michigan, Ann Arbor, USA. Ms Wong is a Chartered Accountant of Singapore, a Chartered Valuer and Appraiser and a Fellow of the Singapore Institute of Directors. " Taking into consideration the above, overall, on balance, we are of the view that for the purposes of the Offer,  our estimated value range of the Shares is between S$0.125 and S$0.14, based on the mean and median P/NAV ratios of the Comparable Companies of 1.1 times, and the estimated projected NAV per Share of S$0.1246 as at 31 December 2021 which takes into consideration the recently completed Rights Issue and the expected losses for 2H2021. Hence, we are of the opinion that the Offer Price of S$0.08 is not fair and not reasonable,  as it is below our estimated value range of the Shares. OUR RECOMMENDATION TO THE INDEPENDENT DIRECTORS ON THE OFFER In arriving at our recommendation in respect of the Offer, we have taken into account, reviewed and deliberated on the following key considerations which we considered to be pertinent in our assessment of the Offer: (a) Market price performance of the Shares (b) Financial analysis of the Group (c) Comparison with precedent takeover overs of selected SGX-ST listed companies (d) Comparison of valuation statistics of selected listed companies which are broadly comparable with the Group (e) Estimated value range of the Shares (f) Dividend track record of the Company and (g) Other relevant considerations. Based on our analysis and after having considered carefully the information available to us as at the Latest Practicable Date, overall, we are of the view that the financial terms of the Offer are not fair and not reasonable.  Accordingly, we advise the Independent Directors to recommend Shareholders to REJECT the Offer." But I am sure many forumers here know better and have far better insights as to how much SCM is worth. stanleytay      ( Date: 22-Oct-2021 19:44) Posted: Yes.. one guy called ckmpd who keep saying smm will go 0.3 cos its under TH. Then another one Uiop, keep saying SIA will go bankrupt after rights issue. After that SIA went up to $5, he move over to smm. Is my memory good? If you want to hear more, mrwise. The one who keep shouting buy 4days ago said SIA will go to $3 after rights. All these people now all gather in smm thread like some gathering. How is this not a buy signal? ckmpd1      ( Date: 22-Oct-2021 19:38) Posted: Well done, worstt, you have good memory. Some time ago, there was a guy who was boasting daily abt how many shares he bought everyday and posting his buys.  Do you remember that guy
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ahbui8 Master	22-Oct-2021 20:16        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Same I left balance 50% wait for miracle. Already waste 2 months time stuck on this counter where I miss SCI from 1.79 raise to 2.04 and schlumberger from 26 raise to 34.  pkli899      ( Date: 22-Oct-2021 19:59) Posted: Ya lor, bought at 0.08. Never expect today go down to 0.079. NVM, hope for miracle......never say never. ahbui8      ( Date: 22-Oct-2021 17:42) Posted: Lol you still buying, so confident in SMM? Anyway no need documents to sell to TH, you can just do it online by login in your CDP account. I already surrender 50% to TH 😂 If all SH surrender 50% to TH, after MGO, the share price will definitely above 8cts
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pkli899 Supreme	22-Oct-2021 20:15        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Better did said he wanted to be top 20 holders. Who knows, maybe he already over achieved and now is in top 10. Maybe he is the famous Tang Kin Fei. No wonder he is so well versed with this sector.
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Starship Supreme	22-Oct-2021 20:12        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	pkli899      ( Date: 22-Oct-2021 19:59) Posted: Ya lor, bought at 0.08. Never expect today go down to 0.079. NVM, hope for miracle......never say never. ahbui8      ( Date: 22-Oct-2021 17:42) Posted: Lol you still buying, so confident in SMM? Anyway no need documents to sell to TH, you can just do it online by login in your CDP account. I already surrender 50% to TH 😂 If all SH surrender 50% to TH, after MGO, the share price will definitely above 8cts
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ahbui8 Master	22-Oct-2021 20:06        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	To be fair, you estimate how many shares he will be owning? Below are the top SMM shareholders and I personally feel all top holders are very low.   Name Equities % Temasek Holdings Pte Ltd. (Investment Management) 14,630,444,619 46.6% DBS Group Holdings Ltd 270,271,858 0.86% BlackRock Fund Advisors 208,430,011 0.66% The Vanguard Group, Inc. 177,013,049 0.56% Dimensional Fund Advisors LP 145,023,771 0.46% Norges Bank Investment Management 79,935,600 0.25% Charles Schwab Investment Management, Inc. 39,580,951 0.13% iFAST Corporation Ltd. 33,357,692 0.11% Siew Eng Heng 31,385,199 0.100% Kin Fei Tang 26,857,459 0.086%   worstt      ( Date: 22-Oct-2021 19:30) Posted: some time ago you said, 20 cents will be better not so long ago you said, below 20 cents will be better recently you said 12 cents will be better and then you said 8 cents will be better now you say below 8 cents will be better... whats next? common.. please dont scam people in .. better      ( Date: 22-Oct-2021 18:10) Posted: The Shortist already queued 40 to 50mil shares to buy at 7.9 cents long ago. Whatever they sell at 7.9 cents is just left hand to right hand. Ownself play ownself. Excluding Temasek, the " others" shareholders topup $750mil to Sembmarine' s coffer. These are mostly institutional investors and Higher Net Worth individuals. They are just waiting for the right moment to engage. I am rebuilding up my armament and ammunition to grab a few million shares in the next few months, likely at 8+ cents. Below 8 will be even better.
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Starship Supreme	22-Oct-2021 20:03        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	ckmpd1      ( Date: 22-Oct-2021 19:09) Posted: Agree., The institutional investors, unlike the retail SHs, are not easily conned bt SMM ahbui8      ( Date: 22-Oct-2021 18:40) Posted: I don' t think so, at least 25% of SMM share is hold by minority SH. You can google search sembcorp marine major shareholders, none of the institutional investors is holding more than 2% except TH. Pardon me, only minority SH will believe the MGO will be generous and went in to get stuck for betting a generous MGO offer and I am one of them
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pkli899 Supreme	22-Oct-2021 19:59        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya lor, bought at 0.08. Never expect today go down to 0.079. NVM, hope for miracle......never say never. ahbui8      ( Date: 22-Oct-2021 17:42) Posted: Lol you still buying, so confident in SMM? Anyway no need documents to sell to TH, you can just do it online by login in your CDP account. I already surrender 50% to TH 😂 If all SH surrender 50% to TH, after MGO, the share price will definitely above 8cts. pkli899      ( Date: 22-Oct-2021 16:28) Posted: I also think so.....why here if u have no interest? My bad la if it' s not the case. Anyway, just bought on Wednesday, today received Startree document asking me to consider their offer liao. Very fast man....me only sent payment in the afternoon.....shares still not credited in CDP......hahaha. Efficiency number one
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Starship Supreme	22-Oct-2021 19:57        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	uiop1223      ( Date: 22-Oct-2021 18:12) Posted: U still thinking of laughing? Why not spend time to save money for next rd of rights issue 🤣 🤣 🤣 stanleytay      ( Date: 22-Oct-2021 17:55) Posted: Please lah.. you think people like ckmpd, uiop  will buy smm when its lower? All their non stop postings in this thread only show one thing. Their character. Lets see who will have the last laugh. We may not know their true identity, but someone up there is always watching. Lets wait and see.
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stanleytay Master	22-Oct-2021 19:55        stanleytay About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hahaha.. if the Worst people who are not even vested in smm can talk all day here, i cant be in the wrong room for sure worstt      ( Date: 22-Oct-2021 19:47) Posted: this is SMM room.  you forgot you enter wrong room perhaps.  stanleytay      ( Date: 22-Oct-2021 19:44) Posted: Yes.. one guy called ckmpd who keep saying smm will go 0.3 cos its under TH. Then another one Uiop, keep saying SIA will go bankrupt after rights issue. After that SIA went up to $5, he move over to smm. Is my memory good? If you want to hear more, mrwise. The one who keep shouting buy 4days ago said SIA will go to $3 after rights. All these people now all gather in smm thread like some gathering. How is this not a buy signal
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Starship Supreme	22-Oct-2021 19:52        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	stanleytay      ( Date: 22-Oct-2021 19:44) Posted: Yes.. one guy called ckmpd who keep saying smm will go 0.3 cos its under TH. Then another one Uiop, keep saying SIA will go bankrupt after rights issue. After that SIA went up to $5, he move over to smm. Is my memory good? If you want to hear more, mrwise. The one who keep shouting buy 4days ago said SIA will go to $3 after rights. All these people now all gather in smm thread like some gathering. How is this not a buy signal? ckmpd1      ( Date: 22-Oct-2021 19:38) Posted: Well done, worstt, you have good memory. Some time ago, there was a guy who was boasting daily abt how many shares he bought everyday and posting his buys.  Do you remember that guy
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worstt Member	22-Oct-2021 19:47        worstt About Contact  Quote this Post!
x 0   x 0  Alert Admin	this is SMM room.  you forgot you enter wrong room perhaps.  stanleytay      ( Date: 22-Oct-2021 19:44) Posted: Yes.. one guy called ckmpd who keep saying smm will go 0.3 cos its under TH. Then another one Uiop, keep saying SIA will go bankrupt after rights issue. After that SIA went up to $5, he move over to smm. Is my memory good? If you want to hear more, mrwise. The one who keep shouting buy 4days ago said SIA will go to $3 after rights. All these people now all gather in smm thread like some gathering. How is this not a buy signal? ckmpd1      ( Date: 22-Oct-2021 19:38) Posted: Well done, worstt, you have good memory. Some time ago, there was a guy who was boasting daily abt how many shares he bought everyday and posting his buys.  Do you remember that guy
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Starship Supreme	22-Oct-2021 19:46        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	worstt      ( Date: 22-Oct-2021 19:30) Posted: some time ago you said, 20 cents will be better not so long ago you said, below 20 cents will be better recently you said 12 cents will be better and then you said 8 cents will be better now you say below 8 cents will be better... whats next? common.. please dont scam people in .. better      ( Date: 22-Oct-2021 18:10) Posted: The Shortist already queued 40 to 50mil shares to buy at 7.9 cents long ago. Whatever they sell at 7.9 cents is just left hand to right hand. Ownself play ownself. Excluding Temasek, the " others" shareholders topup $750mil to Sembmarine' s coffer. These are mostly institutional investors and Higher Net Worth individuals. They are just waiting for the right moment to engage. I am rebuilding up my armament and ammunition to grab a few million shares in the next few months, likely at 8+ cents. Below 8 will be even better.
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worstt Member	22-Oct-2021 19:44        worstt About Contact  Quote this Post!
x 0   x 1  Alert Admin	are you serious? we have only 1 scammer who keep fake posting his buys..   you dont know? vicloo      ( Date: 22-Oct-2021 19:41) Posted: Stanley? ckmpd1      ( Date: 22-Oct-2021 19:38) Posted: Well done, worstt, you have good memory. Some time ago, there was a guy who was boasting daily abt how many shares he bought everyday and posting his buys.  Do you remember that guy
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stanleytay Master	22-Oct-2021 19:44        stanleytay About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes.. one guy called ckmpd who keep saying smm will go 0.3 cos its under TH. Then another one Uiop, keep saying SIA will go bankrupt after rights issue. After that SIA went up to $5, he move over to smm. Is my memory good? If you want to hear more, mrwise. The one who keep shouting buy 4days ago said SIA will go to $3 after rights. All these people now all gather in smm thread like some gathering. How is this not a buy signal? ckmpd1      ( Date: 22-Oct-2021 19:38) Posted: Well done, worstt, you have good memory. Some time ago, there was a guy who was boasting daily abt how many shares he bought everyday and posting his buys.  Do you remember that guy? worstt      ( Date: 22-Oct-2021 19:30) Posted: some time ago you said, 20 cents will be better not so long ago you said, below 20 cents will be better recently you said 12 cents will be better and then you said 8 cents will be better now you say below 8 cents will be better... whats next? common.. please dont scam people in .
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vicloo Supreme	22-Oct-2021 19:41        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Stanley? ckmpd1      ( Date: 22-Oct-2021 19:38) Posted: Well done, worstt, you have good memory. Some time ago, there was a guy who was boasting daily abt how many shares he bought everyday and posting his buys.  Do you remember that guy? worstt      ( Date: 22-Oct-2021 19:30) Posted: some time ago you said, 20 cents will be better not so long ago you said, below 20 cents will be better recently you said 12 cents will be better and then you said 8 cents will be better now you say below 8 cents will be better... whats next? common.. please dont scam people in .
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