| Latest Forum Topics / Seatrium Last:0.091 -- |
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SembCorp Marine- The new Frontier.
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ckmpd1
Supreme |
02-Nov-2021 16:50
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and next RI can happen in the next few months and catch some investors by surprise
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stanleytay
Master |
02-Nov-2021 16:48
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There is one who keep carrying others balls.. as long its negative. No prize for guessing who
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ttbanthony
Veteran |
02-Nov-2021 16:48
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I started to see cloned forummer.
Seems ownself write to ownself. Can tell from same source. Desperately looking for supporter now. |
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ckmpd1
Supreme |
02-Nov-2021 16:46
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Well said, chart_expert123.  As usual you have strategic vision, indepth knowledge and analyses with logic and wisdom.  Unlike some, you dont utter nonsensical views. The Tuas mega yard is underused and SMM under its present mgmt will do injustice to the huge investment expended.   
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ttbanthony
Veteran |
02-Nov-2021 16:44
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I start to see a number of knowledgeable forummers in this thread.
Lots of naysayers are basically firing blanks and making empty vessel noise.
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ttbanthony
Veteran |
02-Nov-2021 16:42
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No wonder
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better
Elite |
02-Nov-2021 16:41
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He lost too much in Keppel corp until lost it already
From over $11 more than 10 years ago until today less than half. Poor fellow.
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Oxtail
Member |
02-Nov-2021 16:40
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so make him happy by saying something bad about SCM.   
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ttbanthony
Veteran |
02-Nov-2021 16:38
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I don even want to reply him.
He must have lost a loadful on SCM. His posting carries no substance.
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ahbui8
Master |
02-Nov-2021 16:34
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If you can' t think of anymore make sense negative views, can stop liao, don' t be a clown anyhow comment something that totally make no sense 😀
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Oxtail
Member |
02-Nov-2021 16:27
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Maybe, I will strike Toto. Maybe not. Maybe this... Maybe that...    Which one is in a better position to take over all the yards?  Kepel or TH ? Anyway, if you have read Kepel recent quarter report, Kepel want to go assset light. They won' t want to take over the yards. Good for Kepel!!! The yards are Singapore' s strategic asset/burden - you cannot suka suka sell it. To your delight, TH ,with more than 50% of SCM, is not necessary a total good news. TH can still drag SCM MSH to accept national building decision but not necessary good buisness decision.   
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ttbanthony
Veteran |
02-Nov-2021 16:25
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KC shareholders till living in their dream of a repeated episode of SCI specie story.
I say again, if there is any doubts about another rights, please write to SCM management. Next about SCM being insolvent, this is a totally non-item now with Th as the driver.
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chart_expert123
Master |
02-Nov-2021 16:12
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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Sembmar burnt 1.3bil already. The amount of 1.5bil rights deducted the fee used for issue eights, almost used out.
So the solution, may be ask keppel Corp to buy over sembmar at cheap and discharge KOM to be listed in sgx. Temasek already hold more than 50%, will say yes to 5cents take over price. Asked another entity to offer SPH may be force keppel Corp to focus to close this deal which temasek concern more.
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Oxtail
Member |
02-Nov-2021 15:58
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https://www.temasek.com.sg/en/news-and-views/news-room/statements/2021/BTLetter-SCM_K " As outlined by Keppel and SembMarine on their discussions, it is the Combined Entity that would pay the consideration of up to S$500m to Keppel from the combined asset base of Keppel O& M and SembMarine, not just SembMarine&rsquo s, should the Potential Combination be approved.  "
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chart_expert123
Master |
02-Nov-2021 15:45
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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Singapore built mega yard at tuas south, still need someone to manage. So worst come to worst, keep kom survive and let sembmar go into history.
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chart_expert123
Master |
02-Nov-2021 15:37
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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Let sembmar go burst, temasek give loan to keppel Corp and discharge keppel o&m like how SCI discharge SCM. With cash, the buy sembmar assets through JD and leave all the debts to debt holders, leave all the lawsuits to US court.
Then keppel o&m chiong chiong
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ahbui8
Master |
02-Nov-2021 15:32
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TH will own SCM for more than 50% and the share price will start to move soon. As for the positive and negative views here will continue to argue. The share price will decide who will be the winner 😂
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ksangks
Senior |
02-Nov-2021 15:30
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Need another RI for sure . | ||||
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andysim83
Elite |
02-Nov-2021 15:29
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lol..now is worry about their cashflow..by end of year..will only left around 350-400mil to survive...going by the rate..by Mar 2022 will run out of cash...if merge with keppel..go where find money give them..either sell assets or right issues ..
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Trader1987
Veteran |
02-Nov-2021 15:28
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No need short, why don you buy all at $0.08. Talk is cheap, DON SABO THE PEOPLE HERE
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