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Sembmarine_Green is the new gold_a better future
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MANFREDTMK
Master |
11-Jan-2022 13:40
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Based on what financial metrics?
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Chagataii
Veteran |
11-Jan-2022 13:33
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Buy Kep Corp also will get lelong Sembmarine shares | ||||
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Chagataii
Veteran |
11-Jan-2022 13:31
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Kep Corp is undervalued Semb Corp is over valued | ||||
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MANFREDTMK
Master |
11-Jan-2022 12:15
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Keppel is facing a $1b lawsuit 😭
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MANFREDTMK
Master |
11-Jan-2022 12:13
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But Keppel dropped from $13 to $5.09, you forgot what you preach so quickly about SM🤔
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Chagataii
Veteran |
11-Jan-2022 12:06
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This one can put in Cold Storage for a few years wait for merger share consolidation law suits report losses possible rights issues Low margins etc etc | ||||
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MANFREDTMK
Master |
11-Jan-2022 12:03
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Trust is like a mirror, once broken cannot be fixed. Even if it's the truth, no one believes
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Chagataii
Veteran |
11-Jan-2022 11:58
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Bought Keppel Corp this morning. The more Kep Corp shares you have the better the proxy play to Sembmarine | ||||
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MANFREDTMK
Master |
11-Jan-2022 11:52
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https://www.oedigital.com/news/493331-sembcorp-marine-delivers-tyra-west-wellhead-riser-topsides
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MANFREDTMK
Master |
11-Jan-2022 11:45
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Sembcorp Marine Delivers Tyra West Wellhead, Riser Topsides
OE Staff January 10, 2022 Credit: Noreco Credit: Noreco FacebookTwitterEmail AppMore1 Singapore's Sembcorp Marine has completed the construction of three wellhead and riser topsides for TotalEnergies' Tyra West project in the Danish sector of the North Sea. The piece of news was shared by TotalEnergies' Tyra partner Noreco, which said that the wellhead and riser topsides had sailed away from Sembmarine's Singapore yard aboard the heavy transport vessel Bigroll Beaufort. The transportation of the topsides will take a planned pit stop at the Tyra site in the Netherlands to accommodate for an optimal installation window in the North Sea, expected in April. Once at the Tyra offshore location in Denmark, the world?s largest crane vessel, Heerema's Sleipnir, will perform the lift of the three topsides onto the new jackets. PHOTO: Heerema's Sleipnir Installs First Tyra Topsides Noreco said that the sail-away of the accommodation unit in Ravenna and TEG in Batam was scheduled for Q1 and Q3 respectively this year, with first gas from Tyra expected in Q2 2023. ?The sail away of the topsides is an important Tyra Redevelopment milestone for us and it further progresses the project towards first gas in the middle of next year. Despite COVID-19 challenges, Sembcorp Marine has demonstrated strong and resilient performance by delivering the new topsides for Tyra ? last year for Tyra East and today for Tyra West. With a timely sail away from the yard in Singapore, we are excited to welcome the new modules at the Tyra field later this year after a safe voyage. The remaining two 2022 deliveries from the yards in Rosetti and Batam will complete what will be a state-of-the-art facility in the North Sea,? said Euan Shirlaw, Acting Managing Director & CFO in Noreco |
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better
Elite |
11-Jan-2022 11:43
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You are the only expert here. 😂
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chart_expert123
Master |
11-Jan-2022 10:34
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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So you are the guru right!!!! Gurus all are here!!!! .
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dcproperty
Senior |
11-Jan-2022 09:49
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The role of the journalist is to report facts. Not supposed give their own comments or interpretations. They are not in guru roles.
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weekaykee
Master |
11-Jan-2022 09:32
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ST is always supporting SCM thanks to Ven Sreenivasan who has written numerous positive articles on it. On the other hand Ben Paul from BT has been negative. I will place my bet on Ben Paul being proven right.
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dcproperty
Senior |
11-Jan-2022 09:17
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That' s right. As a media company, they fail to report news impartiality. They only serve their own motive. They are self centred. Very sad.
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better
Elite |
11-Jan-2022 09:09
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SCM is among UOB Jan top picks: Sembcorp Marine (SGX:S51) &ndash BUY (Adrian Loh) An improved financial position post S$1.5b capital-raising that was completed in Sep21. On its 3Q21 business update call, Sembcorp Marine (SGX:S51)&rsquo s management commented that it has a relatively strong liquidity position with its gearing at 0.4x as at end-3Q21. Importantly, the capital-raising proceeds can be used more ably to execute and complete the projects as well as for working capital needs for new orders and projects. Sembcorp Marine does not expect any more capital raisings given that its banks can see that the overall industry is improving and that the company is transitioning well into renewables. New order flow enquiries have improved, so from management&rsquo s standpoint as well as ours, 2022 will be much better than 2021. At present, Sembcorp Marine is working on tenders worth in excess of US$10b and commented that its addressable market has improved tremendously. In addition, we highlight that its repairs and upgrades segment saw a sequentially higher volume of business in 3Q21 and this should continue over the coming quarters. Maintain BUY with a target price of S$0.11. Our target price for Sembcorp Marine is based on a target multiple of 0.74x which is pegged to our 2022 estimated book value per share of S$0.14. Our target P/B multiple is at a 30% discount to the company&rsquo s past-five-year average P/B of 1.07x. In our view, we believe this discount is a reasonable reflection of the industry risks that Sembcorp Marine faces in at least the next 12 months. With its S$1.5b rights issue completed, and with Temasek&rsquo s mandatory general offer at S$0.08/share having lapsed in early-Nov 21, we believe that much of the corporate-level risk has dissipated and there is very limited downside at the current Sembcorp Marine share price. Sembcorp Marine (SGX:S51) &ndash BUY (Adrian Loh) Events: New orders for rigs, offshore renewable installations or fabrication works. Merger or JVs with other shipyards. Timeline: 3-6 months. |
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MakeChanges
Elite |
11-Jan-2022 07:55
Yells: "No price is too low for a bear or too high for a bull" |
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Sembcorp Marine Completes Final Delivery of Tyra West Topside Modules and Bridges for the Tyra Redevelopment Project -Completion of Tyra West facilities, which include two wellhead topsides, one riser topside and two bridges, mirrors earlier success achieved for the Tyra East facilities dash further affirming Sembcorp Marine' s offshore fabrication expertise -Achievement of production milestones, despite COVID-19 challenges, for both phases of TotalEnergies and Danish Underground Consortium' s Tyra Redevelopment Project demonstrates Sembcorp Marine' s operational resilience, flexibility and capabilities |
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Ryuuenji
Elite |
11-Jan-2022 07:50
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Price had Knocked couple of times at 0.081 and stay well. Those confident and can see the future will buy into this counter... and I am one for them. | ||||
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better
Elite |
11-Jan-2022 00:42
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Sembcorp Marine Completes Final Delivery of Tyra West Topside Modules and Bridges for the Tyra Redevelopment ProjectCompletion of Tyra West facilities, which include two wellhead topsides, one riser topside and two bridges, mirrors earlier success achieved for the Tyra East facilities &ndash further affirming Sembcorp Marine&rsquo s offshore fabrication expertise Achievement of production milestones, despite COVID-19 challenges, for both phases of TotalEnergies&rsquo and Danish Underground Consortium s Tyra Redevelopment Project demonstrates Sembcorp Marine&rsquo s operational resilience, flexibility and capabilities Singapore, 10 January 2022 &ndash Sembcorp Marine Ltd. (the &ldquo Company&rdquo , together with its subsidiaries, the &ldquo Group&rdquo ) has successfully delivered two wellhead topsides, one riser topside and two bridges (&ldquo modules and bridges&rdquo ) to TotalEnergies EP Denmark (&ldquo TotalEnergies&rdquo ) and the Danish Underground Consortium (&ldquo DUC&rdquo ) for the Tyra Field in the Danish North Sea. TotalEnergies operates the Tyra Field on behalf of the DUC &ndash a partnership consisting of TotalEnergies (43.2 percent), Noreco (36.8 percent) and Nordsoefonden (20 percent). The sailaway of the Tyra West modules and bridges from Sembcorp Marine Admiralty Yard today marks the second and final phase of the Group&rsquo s project undertaking for TotalEnergies and DUC&rsquo s Tyra Redevelopment Project. The Group completed the first phase of the project last year, with the sailaway of the Tyra East modules and bridges in July 2021. The two wellhead topsides, one riser topside and two bridges are currently being hooked-up and commissioned onsite at the Tyra East Redevelopment Field. Including the latest deliveries, the Group has completed a total of four wellhead topsides, two riser topsides and four bridges for the Tyra Redevelopment Project. The successful completion of the modules and bridges, amid unprecedented COVID-19 challenges, affirms the Group&rsquo s operational resilience, flexibility and capabilities. Sembcorp Marine was able to leverage its global supply chain and logistics networks to achieve its customer&rsquo s production milestones and meet exacting quality, safety, health and environmental requirements. Sembcorp Marine is pleased to have contributed to the redevelopment of Tyra&rsquo s energy infrastructure &ndash envisioned to be a high-tech production and natural gas export hub over the next 25 years to support the operators&rsquo pursuit of making their operations more sustainable. Sembcorp Marine Head of Offshore Platforms, Mr Samuel Wong, said, &ldquo We are very pleased to complete the final phase of our project for TotalEnergies and DUCs Tyra Redevelopment. We are heartened by the close collaboration with TotalEnergies. Since the award of the contract in 2019, we have worked as one team and in even tighter partnership to overcome and rise above the challenges brought on by the COVID-19 pandemic. Thank you for entrusting Sembcorp Marine with Tyra and the continued confidence in the Group. Today, we celebrate a significant milestone with the sailaway of the remaining modules and bridges.&rdquo Head of Tyra Redevelopment for TotalEnergies said, &ldquo Today we celebrate the sailaway of the Tyra West facilities towards the North Sea. This is a key step forward for the Tyra Redevelopment Project and marks another successful conclusion to the long collaboration TotalEnergies has with Sembcorp Marine. The Sembcorp Marine and TotalEnergies teams deserve my appreciation as they&rsquo ve stayed relentless, committed and resilient to deliver six production topsides and four bridges according to agreed schedule despite constant challenges in a COVID-19 pandemic environment.&rdquo Reading the delivery comments for Shell Vito and TotalEnergies Tyra, you can' t help but feel that they are digging at Equnior for not being collaborative in the Johan Castberg project, expecting Sembmarine to do the work (design and schematics of the hull) that should be provided by Equnior in the first place since they are fabricating the topsides at Norway. |
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ICXGOLD
Master |
10-Jan-2022 18:55
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Our local media is completely biased against SCM, The VITO news still havent seen the day of light, So no much hope for TYRA to make the news unless they wake up later this week | ||||
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