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ckmpd1 Supreme	27-Feb-2022 11:26        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	let us wait and see whether temasek will pump public money to sweeten KOM/SCM deal vicloo      ( Date: 27-Feb-2022 11:23) Posted: Temasek pumped several billions to SIA just to pay pilots to work as social distance officers and community centers and air craft parking fees... Unconditionally haha why not... Shipping building supports thousands of jobs and support naval maintenance... Haha they wouldn't like them die like hyflux 😉 ckmpd1      ( Date: 27-Feb-2022 11:15) Posted: Is the $500m suppoed to come from SCM or Temasek?  No reason for Temasek to use tax payers money to sweeten a commercial dea
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beng1102 Elite	27-Feb-2022 11:26        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Open short position as at  20220218  is at historical low.    SEMBCORP MARINE LTD 20220128 29,819,251 SEMBCORP MARINE LTD 20220204 27,059,501 SEMBCORP MARINE LTD 20220211 18,273,217 SEMBCORP MARINE LTD 20220218 16,621,067 MANFREDTMK      ( Date: 27-Feb-2022 00:09) Posted: Yes, the fundamentals are improving by the days. Those jokers doesn't go by fundamentals, that's why they are desperately hoping for an escalation of the Ukraine war and Rights issue to help them achieve their prediction of 4 cents. Give them these benefits, but their prediction will still be wrong, proven time after time. Forever WRONG, but forever never admit better      ( Date: 26-Feb-2022 23:24) Posted: From what was communicated in the Year End result webcast, it seems highly likely that Sembmarine would report a $400-500 million profit in H1 2022.  Although it is a financial Alchemy as a result of the over provision in 2021, it will nevertheless be a great morale booster. Should be clear by Q1 update in May.
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vicloo Supreme	27-Feb-2022 11:23        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek pumped several billions to SIA just to pay pilots to work as social distance officers and community centers and air craft parking fees... Unconditionally haha why not... Shipping building supports thousands of jobs and support naval maintenance... Haha they wouldn't like them die like hyflux 😉 ckmpd1      ( Date: 27-Feb-2022 11:15) Posted: Is the $500m suppoed to come from SCM or Temasek?  No reason for Temasek to use tax payers money to sweeten a commercial deal vicloo      ( Date: 27-Feb-2022 11:01) Posted: From the last year discussion, seems temasek will pump in 500M injection into the JV to sweeten the merger deal for KOM to accept... Lets the how it plays out...
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ckmpd1 Supreme	27-Feb-2022 11:15        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is the $500m suppoed to come from SCM or Temasek?  No reason for Temasek to use tax payers money to sweeten a commercial deal vicloo      ( Date: 27-Feb-2022 11:01) Posted: From the last year discussion, seems temasek will pump in 500M injection into the JV to sweeten the merger deal for KOM to accept... Lets the how it plays out... ckmpd1      ( Date: 27-Feb-2022 10:41) Posted: Possible.  That is why negotiations are ongoing.  Will KC and its share holders want a swap deal or wld they prefer solid cash? I, as a KC SH,  wld prefer cash  rather than swap deal
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share456 Veteran	27-Feb-2022 11:13        share456 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SCM CFO already told the analysts during webcast that 2022 will be significantly better than 2021. Can expect the share price to significantly move up tomorrow !
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aspasp Senior	27-Feb-2022 11:04        aspasp About Contact  Quote this Post!
x 0   x 0  Alert Admin	SMM lost all the recent RI of 1.5B ?
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vicloo Supreme	27-Feb-2022 11:01        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	From the last year discussion, seems temasek will pump in 500M injection into the JV to sweeten the merger deal for KOM to accept... Lets the how it plays out... ckmpd1      ( Date: 27-Feb-2022 10:41) Posted: Possible.  That is why negotiations are ongoing.  Will KC and its share holders want a swap deal or wld they prefer solid cash? I, as a KC SH,  wld prefer cash  rather than swap deal. vicloo      ( Date: 27-Feb-2022 10:38) Posted: I think it will be a shares swap merger... Just example... say, Scm worth 1B, and KOM worth 3B...scm will merge into kom become 1 entity by swapping all scm share in exchange of 1B worth og kom share... After that... There is no more scm... All using same share of kom... Vice-versa. Temasek might sweeten the deal to pump more cash in to make it more attractive for kom to accept... No cash involve here only swapping of shares... Except temasek 👍 👍 👍
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ckmpd1 Supreme	27-Feb-2022 10:54        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	good point.  KC and SCM are public listed companies.  Although Temasek is their majority share holders, I think it will not push its weight nor use public money to do what it wants.  I think, like the SCI/SCM demerger in 2020, Temasek will abstain and leave the decision to other shareholders. That is the most right and appropriate thing to do in the KOM/SCM deal aspasp      ( Date: 27-Feb-2022 10:50) Posted: Should be at the mercy at SHs of KC , can Temasek just bulldoze the deall off ?
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aspasp Senior	27-Feb-2022 10:50        aspasp About Contact  Quote this Post!
x 0   x 0  Alert Admin	Should be at the mercy at SHs of KC , can Temasek just bulldoze the deall off ?
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ckmpd1 Supreme	27-Feb-2022 10:41        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Possible.  That is why negotiations are ongoing.  Will KC and its share holders want a swap deal or wld they prefer solid cash? I, as a KC SH,  wld prefer cash  rather than swap deal. vicloo      ( Date: 27-Feb-2022 10:38) Posted: I think it will be a shares swap merger... Just example... say, Scm worth 1B, and KOM worth 3B...scm will merge into kom become 1 entity by swapping all scm share in exchange of 1B worth og kom share... After that... There is no more scm... All using same share of kom... Vice-versa. Temasek might sweeten the deal to pump more cash in to make it more attractive for kom to accept... No cash involve here only swapping of shares... Except temasek 👍 👍 👍 ckmpd1      ( Date: 27-Feb-2022 06:33) Posted: Good point.  Two questions: 1.  How much does SCM have to pay to merge with KOM.  The longer it takes to merge, the more contracts KOM gets and the longer SCM gets no contracts, the more SCM has to pay.  2. Where is SCM going to get the money from
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vicloo Supreme	27-Feb-2022 10:38        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think it will be a shares swap merger... Just example... say, Scm worth 1B, and KOM worth 3B...scm will merge into kom become 1 entity by swapping all scm share in exchange of 1B worth og kom share... After that... There is no more scm... All using same share of kom... Vice-versa. Temasek might sweeten the deal to pump more cash in to make it more attractive for kom to accept... No cash involve here only swapping of shares... Except temasek 👍 👍 👍 ckmpd1      ( Date: 27-Feb-2022 06:33) Posted: Good point.  Two questions: 1.  How much does SCM have to pay to merge with KOM.  The longer it takes to merge, the more contracts KOM gets and the longer SCM gets no contracts, the more SCM has to pay.  2. Where is SCM going to get the money from? vicloo      ( Date: 26-Feb-2022 22:24) Posted: No issue, kom-scm will be a new entity with a new name. Shareholders of both side get share of new entity 👍
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MANFREDTMK Master	27-Feb-2022 08:55        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	How much? Bet with anyone who wants lukewong82      ( Date: 27-Feb-2022 06:50) Posted: I willing to bet Rights Issue  ckmpd1      ( Date: 27-Feb-2022 06:28) Posted: What if SCM needs money first before merging with KOM?  KC is not going to give away KOM for free. Where is SCM going to get the money
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ckmpd1 Supreme	27-Feb-2022 08:25        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rights Issue in the next few months is a very real possibility.  This was mentioned last year by some investors but mocked by others lukewong82      ( Date: 27-Feb-2022 06:50) Posted: I willing to bet Rights Issue  ckmpd1      ( Date: 27-Feb-2022 06:28) Posted: What if SCM needs money first before merging with KOM?  KC is not going to give away KOM for free. Where is SCM going to get the money
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lukewong82 Master	27-Feb-2022 06:50        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I willing to bet Rights Issue  ckmpd1      ( Date: 27-Feb-2022 06:28) Posted: What if SCM needs money first before merging with KOM?  KC is not going to give away KOM for free. Where is SCM going to get the money? Chagataii      ( Date: 27-Feb-2022 02:22) Posted: Those who are holding million shares of SCM after merger new entity first day listed whatever the price Run road fast
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ckmpd1 Supreme	27-Feb-2022 06:33        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good point.  Two questions: 1.  How much does SCM have to pay to merge with KOM.  The longer it takes to merge, the more contracts KOM gets and the longer SCM gets no contracts, the more SCM has to pay.  2. Where is SCM going to get the money from? vicloo      ( Date: 26-Feb-2022 22:24) Posted: No issue, kom-scm will be a new entity with a new name. Shareholders of both side get share of new entity 👍 ckmpd1      ( Date: 26-Feb-2022 21:52) Posted: good insight
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ckmpd1 Supreme	27-Feb-2022 06:28        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What if SCM needs money first before merging with KOM?  KC is not going to give away KOM for free. Where is SCM going to get the money? Chagataii      ( Date: 27-Feb-2022 02:22) Posted: Those who are holding million shares of SCM after merger new entity first day listed whatever the price Run road fast
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Chagataii Veteran	27-Feb-2022 02:22        Chagataii About Contact  Quote this Post!
x 0   x 0  Alert Admin	Those who are holding million shares of SCM after merger new entity first day listed whatever the price Run road fast
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MANFREDTMK Master	27-Feb-2022 00:09        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, the fundamentals are improving by the days. Those jokers doesn't go by fundamentals, that's why they are desperately hoping for an escalation of the Ukraine war and Rights issue to help them achieve their prediction of 4 cents. Give them these benefits, but their prediction will still be wrong, proven time after time. Forever WRONG, but forever never admit better      ( Date: 26-Feb-2022 23:24) Posted: From what was communicated in the Year End result webcast, it seems highly likely that Sembmarine would report a $400-500 million profit in H1 2022.  Although it is a financial Alchemy as a result of the over provision in 2021, it will nevertheless be a great morale booster. Should be clear by Q1 update in May.
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better Elite	26-Feb-2022 23:24        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	From what was communicated in the Year End result webcast, it seems highly likely that Sembmarine would report a $400-500 million profit in H1 2022.  Although it is a financial Alchemy as a result of the over provision in 2021, it will nevertheless be a great morale booster. Should be clear by Q1 update in May.
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better Elite	26-Feb-2022 23:15        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keppel OM had squandered their good fortune in Floatel, Kris Energy etc (About $1.5 billion gone) and have got $3billion worth of unsold rigs collecting dust at its rapidly aging yard. Sembmarine, on the other hand, has used its fortune from the good years to build its state of the art Tuas Boulevard yard and the EJA yard (largest and most advanced yard in Brazil) to prepare itself for the next offshore boom.
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