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Sembmarine_Green is the new gold_a better future Post Reply Rate topic
naoshingo Elite	25-Feb-2022 22:01        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I paid for the kitchen sink 🤣 🤣 better      ( Date: 25-Feb-2022 22:00) Posted: Exactly, Kitchen sink year!  just like DBS for FY 2020.  MANFREDTMK      ( Date: 25-Feb-2022 21:31) Posted: I said this in October 19, Management may be trying to kitchen sink everything this year, then next year 2022 will be a better year. I saw this in the financial outlook now. I am optimistic. Projection beyond the 2nd half of 2022 has no relevance. SM is no longer around.
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better Elite	25-Feb-2022 22:00        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Exactly, Kitchen sink year!  just like DBS for FY 2020.  MANFREDTMK      ( Date: 25-Feb-2022 21:31) Posted: I said this in October 19, Management may be trying to kitchen sink everything this year, then next year 2022 will be a better year. I saw this in the financial outlook now. I am optimistic. Projection beyond the 2nd half of 2022 has no relevance. SM is no longer around.
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pkli899 Supreme	25-Feb-2022 22:00        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Aiya, people like us with positive stand better all keep quiet. Let them win la............keep digging up the negative things. I don' t want to quarrel with them.......浪 费 气 力 咯 ！
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chart_expert123 Master	25-Feb-2022 21:53        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	🤣 🤣 🤣 positive sign? A company which raise 1.5bil rights, plus borrow another 1.5bil, only left 1 bil cash. Order book only 1 bil, can't even match 2021 revenue. For new project award, kick off, engineering stage and procurement stage minimum 6 months, Order book is to secure instead of dreaming. pkli899      ( Date: 25-Feb-2022 21:42) Posted: Me not expert in accounts........I saw positive signs......so not counted? Can only amplify negative stuff? Aiyo, some people die die must win  lor. Management faster win some big contracts la.......to shut up the noises.
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Chagataii Veteran	25-Feb-2022 21:53        Chagataii About Contact  Quote this Post!
x 0   x 0  Alert Admin	The new entity will certainly not be 8.6c it can be 12-15c provided there is no share consolidation. I mean it can be 20c. I can understand why some keep loading hundreds thousands of lots because they can double their investment. Risk reward guts I hope it works out 20c too I see next Monday onwards maybe i may add in go for glory or bust
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chart_expert123 Master	25-Feb-2022 21:48        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	Look at the borrowing lah, look at the trade and other payable, no need to pay supplier or contractor meh, no need to pay interest meh? US going to hike interest rate leh. share456      ( Date: 25-Feb-2022 21:39) Posted: https://webcast.openbriefing.com/SembMar_FY2021/ from the webcast, SCM expects to win more contracts and collect more revenues in 2022. SCM does not expect any provision in 2022. SCM will be collecting money from the 2021 projects completed. Look like no more RI required.  High chance that SCM will be profitable in 2022. With the merger with Keppel and oil price above $100, SCM will be the star stock in SGX !
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pkli899 Supreme	25-Feb-2022 21:42        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Me not expert in accounts........I saw positive signs......so not counted? Can only amplify negative stuff? Aiyo, some people die die must win  lor. Management faster win some big contracts la.......to shut up the noises.
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chart_expert123 Master	25-Feb-2022 21:40        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	🤣 🤣 🤣 . 1.87bil revenue make loss of 1.1bil, scammers still talk nonsense here. Orderbook? 1bil and 300mio which is ship repair, so charm, since when maintenance job counted in order book which usually is project based order.🤣 🤣 🤣 if 1.87bil can make loss of 1.1bil, how 1bil order book which may spread across 1-3 years to give SCM sufficient revenue to feed Brazilian, Norwegian, British and etc leh???. 3.5cents soon.
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share456 Veteran	25-Feb-2022 21:39        share456 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://webcast.openbriefing.com/SembMar_FY2021/ from the webcast, SCM expects to win more contracts and collect more revenues in 2022. SCM does not expect any provision in 2022. SCM will be collecting money from the 2021 projects completed. Look like no more RI required.  High chance that SCM will be profitable in 2022. With the merger with Keppel and oil price above $100, SCM will be the star stock in SGX !
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MANFREDTMK Master	25-Feb-2022 21:31        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	I said this in October 19, Management may be trying to kitchen sink everything this year, then next year 2022 will be a better year. I saw this in the financial outlook now. I am optimistic. Projection beyond the 2nd half of 2022 has no relevance. SM is no longer around.
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MANFREDTMK Master	25-Feb-2022 21:21        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just finished work and managed to take a quick look at the financials. I noticed many see Darkness, but I don't know why I see lights. One's man meat is another man's poison. I know nothing about stocks, so I better keep quiet. Let the market decides, the Big Boy, the Professionals and the Specialists decide. Their analysis and judgement determine the price hereon. 🙏 🙏 🙏
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better Elite	25-Feb-2022 21:05        better About Contact  Quote this Post!
x 1   x 0  Alert Admin	William Goh was generally evasive during the Q& A. Only thing he stated with certainty and a smile (replay the webcast to see it for yourself) is that SCM has more cash now (end Feb) than the $1.1 billion as at end 2021 as a result of the cash collection from major deliveries like Vito, Johan and Tyra. Just that it took some time after delivery to complete the paperwork to get the cash, therefore it is not reflected in the cash balance as at YE 2021.    Also, about $520million was used for debt repayment in 2021, so not exactly being expensed. Overall, a neutral and expected set of results. Sorry doomday prophets and quartet, nothing much for you to see here.
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naoshingo Elite	25-Feb-2022 20:59        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, correct. I rights issue paid for it.  Now newcomers of SM enjoy the ride    better      ( Date: 25-Feb-2022 20:56) Posted: 2021 Net loss (excluding provision) Keppel OM- $414 mil net loss Sembmarine- $332 mil net loss " Significant improvement" for SCM expected in H1 2022 means reporting a sizable profit. To be fair, it is not exactly " real" profit. The H12022 profit is the result of their " over provision" in 2021. Just like how the local banks reported a smaller profit in 2020 and than a bumper profit in 2021. Actually, there is not much difference in their profit in 2020 vs 2021. Just the result of " creative" accounting.
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better Elite	25-Feb-2022 20:56        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	2021 Net loss (excluding provision) Keppel OM- $414 mil net loss Sembmarine- $332 mil net loss " Significant improvement" for SCM expected in H1 2022 means reporting a sizable profit. To be fair, it is not exactly " real" profit. The H12022 profit is the result of their " over provision" in 2021. Just like how the local banks reported a smaller profit in 2020 and than a bumper profit in 2021. Actually, there is not much difference in their profit in 2020 vs 2021. Just the result of " creative" accounting.
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Silo1234 Elite	25-Feb-2022 20:00        Silo1234 About Contact  Quote this Post!
x 0   x 0  Alert Admin	' Strong support' from Singapore' Zelenko thanked Singapore for its " strong support" , alluding to a statement on Thursday from the Ministry of Foreign Affairs (MFA) which    strongly condemned the & ldquo unprovoked invasion& rdquo     of the nation of 44 million. & ldquo We reiterate that the sovereignty, independence and territorial integrity of Ukraine must be respected,& rdquo said an MFA spokesperson.
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Chagataii Veteran	25-Feb-2022 19:35        Chagataii About Contact  Quote this Post!
x 0   x 0  Alert Admin	As long as the RI word not mention everything else is fine
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assetbase Senior	25-Feb-2022 19:32        assetbase About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look at those good companies like city development,SCI and Keppel corp .all are making profits and unlock shareholder value.city development make a loss of 1.92B in 2020 but profitable in 2021 and give 31 cents dividend. Keppel gives 33 cents dividend in 2021. SCI gives 5 cents. in 2021. All 3 companies share price moves higher with more potential in future. THe poor SCM begs for money and share price moves downdward with no assurane for the future.SCM never give dividend but instead asking for money aspasp      ( Date: 25-Feb-2022 19:17) Posted: So they were very frank that 2nd half might have difficulty to continue if no more fund ? assetbase      ( Date: 25-Feb-2022 19:09) Posted: The management have smartly said that 2022 will be significantly better than 2021 because they refuse to commit themselves. Why dont they put it in their forward looking statement that 2022 will be profitable.They also say that there is sufficent fund up to 1h 2022 and not the whole year of 2022.They themselves are not confident of securing contracts 0r even making profits.
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chart_expert123 Master	25-Feb-2022 19:29        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	The fastest way to stop loss is to cut the units or subsidiary and cease its operations. However, Brazil yards and numerous Europe consultants films are still sucking the blood. The blood not from public but from TEMASEK, our cpf fund!!!! ICXGOLD      ( Date: 25-Feb-2022 18:41) Posted: Positives: H2 loss Smaller than H1 1.8 Billion in revenue Have funds to support H1 2022 Merger with KOM within 30 Days Negatives Orderbook only 1.3 Billion ( would be fixed by transfer of  KOM orderbook, but still disappointing they haven' t yet pulled in a major new order, P80 discussed a few days earlier would be good.  My Outlook With results slightly better than expected and the impending merger it maybe a good HOLD till end of March / Merger
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aspasp Senior	25-Feb-2022 19:17        aspasp About Contact  Quote this Post!
x 0   x 0  Alert Admin	So they were very frank that 2nd half might have difficulty to continue if no more fund ? assetbase      ( Date: 25-Feb-2022 19:09) Posted: The management have smartly said that 2022 will be significantly better than 2021 because they refuse to commit themselves. Why dont they put it in their forward looking statement that 2022 will be profitable.They also say that there is sufficent fund up to 1h 2022 and not the whole year of 2022.They themselves are not confident of securing contracts 0r even making profits.
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assetbase Senior	25-Feb-2022 19:09        assetbase About Contact  Quote this Post!
x 0   x 0  Alert Admin	The management have smartly said that 2022 will be significantly better than 2021 because they refuse to commit themselves. Why dont they put it in their forward looking statement that 2022 will be profitable.They also say that there is sufficent fund up to 1h 2022 and not the whole year of 2022.They themselves are not confident of securing contracts 0r even making profits.
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