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SembCorp Marine- The new Frontier. Post Reply Rate topic
chart_expert123 Master	09-Nov-2021 07:23        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	When IMDA open telco market for 4th telco to come in and allow MVNO, they expected it will create competitions, improve the quality of service, reduce mobile monthly fee, increase job opportunities. Eventually, only mobile mostly fee is reduced. The quality of service is worsen, singapore become one of the slowest to have 5G network full coverage, the job opportunities are reduced and retrenched to cut down the expenses on advertising, outlets and all are worsen only. Look at Korean Samsung, monopoly is the one required, only strengthen within the country, arrange resources correctly then it can compete with the world players. So merger has to be fast. ckmpd1      ( Date: 09-Nov-2021 07:13) Posted: is it better to: 1. liquidate SMM 2. salvage its infrastructure 3. consolidate Singapore' s O& M strengths under one capable leadership 4. concentrate and reorganise Singapore' s O& M under the leadership of KOM
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ckmpd1 Supreme	09-Nov-2021 07:13        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	is it better to: 1. liquidate SMM 2. salvage its infrastructure 3. consolidate Singapore' s O& M strengths under one capable leadership 4. concentrate and reorganise Singapore' s O& M under the leadership of KOM
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ckmpd1 Supreme	09-Nov-2021 07:07        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The likely reason for a merger is a political decision, not economic decision. Ask KOM investors whether they want a merger with SMM, the likely answer is " No way" .  unless the decision comes from the govt ckmpd1      ( Date: 09-Nov-2021 06:35) Posted: Yes.  Expect mixed updates from Singtel and SMM. Singtel rose from $2.49 to $2.58 in two days,  Singtel is expected to rise further today. Can expect good results on thursday and good interim dividend announcement (maybe 5c to 6c) How abt SMM?  some forumners expect SMM to get $12B new contracts within the next few months or merger soon.  It is a buyers market for oil rigs now.  Wld any company give a $12B contract to SMM soon, knowing the problems it is facing?  Simple logic thinks not. Wld any company want merger with a company plagued by $1.3B annual losses?  I fear more bad news for SMM on 11 Nov.  Let us hear from SMM...new contracts, a merge or more losses naoshingo      ( Date: 08-Nov-2021 22:47) Posted: 11.11 Market open is crucial date. StinkTel reports their half year results on 11 before mkt open. Starhub after market close on 10.
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ckmpd1 Supreme	09-Nov-2021 06:35        ckmpd1 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Yes.  Expect mixed updates from Singtel and SMM. Singtel rose from $2.49 to $2.58 in two days,  Singtel is expected to rise further today. Can expect good results on thursday and good interim dividend announcement (maybe 5c to 6c) How abt SMM?  some forumners expect SMM to get $12B new contracts within the next few months or merger soon.  It is a buyers market for oil rigs now.  Wld any company give a $12B contract to SMM soon, knowing the problems it is facing?  Simple logic thinks not. Wld any company want merger with a company plagued by $1.3B annual losses?  I fear more bad news for SMM on 11 Nov.  Let us hear from SMM...new contracts, a merge or more losses naoshingo      ( Date: 08-Nov-2021 22:47) Posted: 11.11 Market open is crucial date. StinkTel reports their half year results on 11 before mkt open. Starhub after market close on 10.
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naoshingo Elite	08-Nov-2021 22:47        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	11.11 Market open is crucial date. StinkTel reports their half year results on 11 before mkt open. Starhub after market close on 10.
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ttbanthony Veteran	08-Nov-2021 21:24        ttbanthony About Contact  Quote this Post!
x 0   x 0  Alert Admin	🙏 MANFREDTMK      ( Date: 08-Nov-2021 21:23) Posted: No worries, your 9.4 cents is very undemanding. It's equivalent to a pre-rights price of only 11.5 cents compared to 20 cents before the Rights was announce. Difference is the company now is well capitalized and stronger. You should be fine. ttbanthony      ( Date: 08-Nov-2021 19:57) Posted: IFA recommended 0.124 to 0.14. This IFA is not a typical slapdash IFA in Golden Landmark type. My first target is 0.094. I am quietly confident about this though my avg is in mid 8 series. I will be holding even if 0.094 is hit. We will see. I just hope there is peace in this thread and more constructive interchange of inputs.
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MANFREDTMK Master	08-Nov-2021 21:23        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	No worries, your 9.4 cents is very undemanding. It's equivalent to a pre-rights price of only 11.5 cents compared to 20 cents before the Rights was announce. Difference is the company now is well capitalized and stronger. You should be fine. ttbanthony      ( Date: 08-Nov-2021 19:57) Posted: IFA recommended 0.124 to 0.14. This IFA is not a typical slapdash IFA in Golden Landmark type. My first target is 0.094. I am quietly confident about this though my avg is in mid 8 series. I will be holding even if 0.094 is hit. We will see. I just hope there is peace in this thread and more constructive interchange of inputs. MANFREDTMK      ( Date: 08-Nov-2021 19:51) Posted: Since the Rights issue is over, time is on our side. Save our saliva and collect our FAT ANG PAO on Chinese New Year. Who dares WIN. When you cross a road, you look Left, then Right, to make sure, then look Left, Right, Left, Right. Forever you will be stuck there. Take some action. Bulls buy, Bears short-sell. Otherwise, when it drops to 5 cents, when pigs can fly, you still earn NOTHING, but you can say, see I am GOOD ....... FOR NOTHING. However, when it dropped to 5 cents, you will say, I think I will buy when it's 1 cent. For sure. So in life, must take action, match our words with deeds if you want to achieve something. Words are cheap.
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MANFREDTMK Master	08-Nov-2021 21:08        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek is committed to take up to 67% from its holding of 43%. But they only ended up with 46%. From this, it follows that the underwriter didn't have to take up any Rights. However, the bright side is with the Rights out of the equation and people by now are so immune to bad news, Covid included, a slightly better news is enough cause a squirt all over the face investshare      ( Date: 08-Nov-2021 20:17) Posted: Did DBS the underwriter take up any right? I thought all unsubscribed eaten by temasek? ttbanthony      ( Date: 08-Nov-2021 19:37) Posted: Good question. Honestly, from the outset of the rights exercise I had been suspecting dbs is the main BB or MM, they might know something we don know. When underwriter took huge chunk of shares, there must be good news to follow so that liquidity and interest follow. For them to exit in an orderly fashion, a lot of mechanism need to be in the right place and at the right time such as good news, liquidity, research reports, etc. Hence I do not think the price will re visit 7 series let alone 6,5,4,3,2,1,0. We will see. As for the losses expected, these have been factored in.
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tbooncho888 Senior	08-Nov-2021 21:00        tbooncho888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SM weekly macd has crossed and turning up, its macd histogram just crossed above zero, this stock is going upwards.
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ttbanthony Veteran	08-Nov-2021 20:27        ttbanthony About Contact  Quote this Post!
x 0   x 0  Alert Admin	If I remember correctly, dbs is the other underwriter. Or perhaps I am wrong. I may go re read the rights info again if I have the time. Nevertheless, with TH holding 55%, it takes less effort to mop it up now. Will see. investshare      ( Date: 08-Nov-2021 20:17) Posted: Did DBS the underwriter take up any right? I thought all unsubscribed eaten by temasek? ttbanthony      ( Date: 08-Nov-2021 19:37) Posted: Good question. Honestly, from the outset of the rights exercise I had been suspecting dbs is the main BB or MM, they might know something we don know. When underwriter took huge chunk of shares, there must be good news to follow so that liquidity and interest follow. For them to exit in an orderly fashion, a lot of mechanism need to be in the right place and at the right time such as good news, liquidity, research reports, etc. Hence I do not think the price will re visit 7 series let alone 6,5,4,3,2,1,0. We will see. As for the losses expected, these have been factored in.
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MANFREDTMK Master	08-Nov-2021 20:27        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, conflict is inevitable and will continue. To understand why, imagine one group of players bet Big on the dice game. Another group who just watch continue to shout Small. What happens next, I don't have to say. It's normal, just hope no hard feeling at the end of the day. ahbui8      ( Date: 08-Nov-2021 20:07) Posted: This thread won' t be in peace one 😂 too much hate on this counter already as the 2nd RI caught many off guard.  ttbanthony      ( Date: 08-Nov-2021 19:57) Posted: IFA recommended 0.124 to 0.14. This IFA is not a typical slapdash IFA in Golden Landmark type. My first target is 0.094. I am quietly confident about this though my avg is in mid 8 series. I will be holding even if 0.094 is hit. We will see. I just hope there is peace in this thread and more constructive interchange of inputs.
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better Elite	08-Nov-2021 20:27        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hey, where is your brother Starship? Chagatai      ( Date: 08-Nov-2021 18:10) Posted: better to go away then make people worse or better you 50-50 wat who knows better?
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investshare Supreme	08-Nov-2021 20:17        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Did DBS the underwriter take up any right? I thought all unsubscribed eaten by temasek? ttbanthony      ( Date: 08-Nov-2021 19:37) Posted: Good question. Honestly, from the outset of the rights exercise I had been suspecting dbs is the main BB or MM, they might know something we don know. When underwriter took huge chunk of shares, there must be good news to follow so that liquidity and interest follow. For them to exit in an orderly fashion, a lot of mechanism need to be in the right place and at the right time such as good news, liquidity, research reports, etc. Hence I do not think the price will re visit 7 series let alone 6,5,4,3,2,1,0. We will see. As for the losses expected, these have been factored in. investshare      ( Date: 08-Nov-2021 19:28) Posted: Right over already, what is the relevance of DBS underwrite?
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ahbui8 Master	08-Nov-2021 20:07        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This thread won' t be in peace one 😂 too much hate on this counter already as the 2nd RI caught many off guard.  ttbanthony      ( Date: 08-Nov-2021 19:57) Posted: IFA recommended 0.124 to 0.14. This IFA is not a typical slapdash IFA in Golden Landmark type. My first target is 0.094. I am quietly confident about this though my avg is in mid 8 series. I will be holding even if 0.094 is hit. We will see. I just hope there is peace in this thread and more constructive interchange of inputs. MANFREDTMK      ( Date: 08-Nov-2021 19:51) Posted: Since the Rights issue is over, time is on our side. Save our saliva and collect our FAT ANG PAO on Chinese New Year. Who dares WIN. When you cross a road, you look Left, then Right, to make sure, then look Left, Right, Left, Right. Forever you will be stuck there. Take some action. Bulls buy, Bears short-sell. Otherwise, when it drops to 5 cents, when pigs can fly, you still earn NOTHING, but you can say, see I am GOOD ....... FOR NOTHING. However, when it dropped to 5 cents, you will say, I think I will buy when it's 1 cent. For sure. So in life, must take action, match our words with deeds if you want to achieve something. Words are cheap.
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ttbanthony Veteran	08-Nov-2021 19:57        ttbanthony About Contact  Quote this Post!
x 1   x 0  Alert Admin	IFA recommended 0.124 to 0.14. This IFA is not a typical slapdash IFA in Golden Landmark type. My first target is 0.094. I am quietly confident about this though my avg is in mid 8 series. I will be holding even if 0.094 is hit. We will see. I just hope there is peace in this thread and more constructive interchange of inputs. MANFREDTMK      ( Date: 08-Nov-2021 19:51) Posted: Since the Rights issue is over, time is on our side. Save our saliva and collect our FAT ANG PAO on Chinese New Year. Who dares WIN. When you cross a road, you look Left, then Right, to make sure, then look Left, Right, Left, Right. Forever you will be stuck there. Take some action. Bulls buy, Bears short-sell. Otherwise, when it drops to 5 cents, when pigs can fly, you still earn NOTHING, but you can say, see I am GOOD ....... FOR NOTHING. However, when it dropped to 5 cents, you will say, I think I will buy when it's 1 cent. For sure. So in life, must take action, match our words with deeds if you want to achieve something. Words are cheap. ttbanthony      ( Date: 08-Nov-2021 19:37) Posted: Good question. Honestly, from the outset of the rights exercise I had been suspecting dbs is the main BB or MM, they might know something we don know. When underwriter took huge chunk of shares, there must be good news to follow so that liquidity and interest follow. For them to exit in an orderly fashion, a lot of mechanism need to be in the right place and at the right time such as good news, liquidity, research reports, etc. Hence I do not think the price will re visit 7 series let alone 6,5,4,3,2,1,0. We will see. As for the losses expected, these have been factored in.
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MANFREDTMK Master	08-Nov-2021 19:51        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Since the Rights issue is over, time is on our side. Save our saliva and collect our FAT ANG PAO on Chinese New Year. Who dares WIN. When you cross a road, you look Left, then Right, to make sure, then look Left, Right, Left, Right. Forever you will be stuck there. Take some action. Bulls buy, Bears short-sell. Otherwise, when it drops to 5 cents, when pigs can fly, you still earn NOTHING, but you can say, see I am GOOD ....... FOR NOTHING. However, when it dropped to 5 cents, you will say, I think I will buy when it's 1 cent. For sure. So in life, must take action, match our words with deeds if you want to achieve something. Words are cheap. ttbanthony      ( Date: 08-Nov-2021 19:37) Posted: Good question. Honestly, from the outset of the rights exercise I had been suspecting dbs is the main BB or MM, they might know something we don know. When underwriter took huge chunk of shares, there must be good news to follow so that liquidity and interest follow. For them to exit in an orderly fashion, a lot of mechanism need to be in the right place and at the right time such as good news, liquidity, research reports, etc. Hence I do not think the price will re visit 7 series let alone 6,5,4,3,2,1,0. We will see. As for the losses expected, these have been factored in. investshare      ( Date: 08-Nov-2021 19:28) Posted: Right over already, what is the relevance of DBS underwrite?
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ttbanthony Veteran	08-Nov-2021 19:37        ttbanthony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good question. Honestly, from the outset of the rights exercise I had been suspecting dbs is the main BB or MM, they might know something we don know. When underwriter took huge chunk of shares, there must be good news to follow so that liquidity and interest follow. For them to exit in an orderly fashion, a lot of mechanism need to be in the right place and at the right time such as good news, liquidity, research reports, etc. Hence I do not think the price will re visit 7 series let alone 6,5,4,3,2,1,0. We will see. As for the losses expected, these have been factored in. investshare      ( Date: 08-Nov-2021 19:28) Posted: Right over already, what is the relevance of DBS underwrite?? ttbanthony      ( Date: 08-Nov-2021 19:25) Posted: There are two main categories of naysayers (of course there are more sub groups): 1. One who lost a loadful and hate this stock to the bones. 2. One who cut loss and hope to re enter at substantially lower price by shouting it down. As what posted by Better or Stanley, what s their agenda to keep diligently posting every day to shout down the stock? No matter what, facts are: TH now holding 55% DBS underwrote the other portion. BB/MM holding another huge chunk. Free float not much now as evident from the sell queue if we observe. I suspect at least half of the 50m sell queue at 0.082 is not real. Once punch through this cloud, should be clear sky. We will know soon
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Chagatai Veteran	08-Nov-2021 19:30        Chagatai About Contact  Quote this Post!
x 0   x 0  Alert Admin	Must change the tune permanently.. just go from good to best.. skip the better.. it reeks of paranoia suspicion foul within itself a word lately that becomes a dirty word already sigh..
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investshare Supreme	08-Nov-2021 19:28        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Right over already, what is the relevance of DBS underwrite?? ttbanthony      ( Date: 08-Nov-2021 19:25) Posted: There are two main categories of naysayers (of course there are more sub groups): 1. One who lost a loadful and hate this stock to the bones. 2. One who cut loss and hope to re enter at substantially lower price by shouting it down. As what posted by Better or Stanley, what s their agenda to keep diligently posting every day to shout down the stock? No matter what, facts are: TH now holding 55% DBS underwrote the other portion. BB/MM holding another huge chunk. Free float not much now as evident from the sell queue if we observe. I suspect at least half of the 50m sell queue at 0.082 is not real. Once punch through this cloud, should be clear sky. We will know soon. MANFREDTMK      ( Date: 08-Nov-2021 18:58) Posted: Actually, action speaks louder than words. If I am bullish about SM, I put my money where the mouth is and Buy. But if I am so bearish, I will SHORT SELL instead of dreaming and take no action. Taking no action implies insincerity and sadism, hoping those who bought will lose big time at 5 cents.
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ttbanthony Veteran	08-Nov-2021 19:25        ttbanthony About Contact  Quote this Post!
x 0   x 0  Alert Admin	There are two main categories of naysayers (of course there are more sub groups): 1. One who lost a loadful and hate this stock to the bones. 2. One who cut loss and hope to re enter at substantially lower price by shouting it down. As what posted by Better or Stanley, what s their agenda to keep diligently posting every day to shout down the stock? No matter what, facts are: TH now holding 55% DBS underwrote the other portion. BB/MM holding another huge chunk. Free float not much now as evident from the sell queue if we observe. I suspect at least half of the 50m sell queue at 0.082 is not real. Once punch through this cloud, should be clear sky. We will know soon. MANFREDTMK      ( Date: 08-Nov-2021 18:58) Posted: Actually, action speaks louder than words. If I am bullish about SM, I put my money where the mouth is and Buy. But if I am so bearish, I will SHORT SELL instead of dreaming and take no action. Taking no action implies insincerity and sadism, hoping those who bought will lose big time at 5 cents. ttbanthony      ( Date: 08-Nov-2021 18:13) Posted: No problem at all. If naysayers claim the price will slump to 6,5,4,3,2,1,0. It is absolutely fine. We will know what will happen soon. No need further argument. For me, 0.094 is my first target. Gentle Reminder: IFA recommended fair and reasonable price is 0.124 to 0.14. And they recommended ID to suggest to shareholders to sell in the market if they could get higher than 0.08. At that stage, the price was deadlocked at 0.079/0.08. It was not possible to do so. How about now? Imagine the losses when those weak holders rashly dumped back to TH at 0.08 or even cut loss at 0.079? How about those who subscribed at 0.08 and bought more at 0.08 now? They would be glad they hold the fort. We will see who is right soon.
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