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Latest Forum Topics / Seatrium    Last:0.091 --  Post Reply
Sembmarine_Green is the new gold_a better future
PHInsider63
Veteran
02-Mar-2022 17:40     
 
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 Alert Admin 		No offence.
I guess longists may have the last laugh.
I am holding 10m shares at avg pc of mid 8.
Hope this maybe a multi Bagger.
What better posted make sense but I am buy based on what I posted the first message here not what better said

However he is someone who makes lots of sense.

weekaykee      ( Date: 02-Mar-2022 17:36) Posted:

Our negativity has not made any difference. We are nobodies.
SCM' s performance / price (market) speaks for itself. If all of you had paid the same amount of attention to other counters, you would have been laughing all the way to the bank. Still not too late.

PHInsider63      ( Date: 02-Mar-2022 16:06) Posted:

Objectively, the longists and advocates of SM provide strong evidence of their positive outlook.

Next, the many negativists, I suggest they need to work harder to sound more convincing.



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weekaykee
Master
02-Mar-2022 17:36     
 
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 Alert Admin 		Our negativity has not made any difference. We are nobodies.
SCM' s performance / price (market) speaks for itself. If all of you had paid the same amount of attention to other counters, you would have been laughing all the way to the bank. Still not too late.

PHInsider63      ( Date: 02-Mar-2022 16:06) Posted:

Objectively, the longists and advocates of SM provide strong evidence of their positive outlook.

Next, the many negativists, I suggest they need to work harder to sound more convincing.


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weekaykee
Master
02-Mar-2022 17:30     
 
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 Alert Admin 		But sadly still no contracts. 

better      ( Date: 02-Mar-2022 17:16) Posted:

Brent crude @ $111


most offshore oil projects just need $60 oil to be sanctioned. 

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better
Elite
02-Mar-2022 17:16     
 
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 Alert Admin 		Brent crude @ $111


most offshore oil projects just need $60 oil to be sanctioned. 
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better
Elite
02-Mar-2022 17:13     
 
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 Alert Admin 		Yup, but they are very low down the hierarchy and likely have no visibility of the BB/ Shortist' s intention or position.  Likely the runners of the runner of the runner of the Shortist.

dcproperty      ( Date: 02-Mar-2022 17:04) Posted:

I strongly believe that they are working for BBs. They are here to suppress the market. They don' t hold short positions. They are slowing accumulating SM.



MANFREDTMK      ( Date: 02-Mar-2022 16:50) Posted:

From March 2 onwards, we may not able to hear from them anymore when SuperMan quietly take off. Treasure all the moments while they are still around
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dcproperty
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02-Mar-2022 17:04     
 
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I strongly believe that they are working for BBs. They are here to suppress the market. They don' t hold short positions. They are slowing accumulating SM.



MANFREDTMK      ( Date: 02-Mar-2022 16:50) Posted:

From March 2 onwards, we may not able to hear from them anymore when SuperMan quietly take off. Treasure all the moments while they are still around

dcproperty      ( Date: 02-Mar-2022 15:50) Posted:

There is a famous saying: " When your treasure is, your heart is" . A handful of them keep saying they don' t vest or short on SM but keep blah, blah, blah. Look like that famous quotation has to rewrite.
 
Not investing, not short on SM but busy talking for nothing. Do you trust this kind of testimony? 
 
Anyway, SM is having more than $1.1bil cash (Please refer to the latest report). Another 9 projects are scheduled to complete this year. Those projects are converting into cash.
 
After merging, more than $6bil contracts are in their belt. Who say no contract? Who say no cash?
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better
Elite
02-Mar-2022 17:04     
 
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 Alert Admin 		 

Petrobras further delays FPSO bid submissions



Deadline for P-81 bids pushed back until the end of March as contractors request more time
 
2 March 2022 3:01 GMT  UPDATED    2 March 2022 3:01 GMT


Most yards, except Sembmarine, simply do have the bandwidth to take on anymore mega offshore projects now after gobbling too much at no margin last year. Suffering from digestion and diarthea....
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better
Elite
02-Mar-2022 16:52     
 
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 Alert Admin 		In the next month or so, wait for delivery news on Ropax, Johan, Hornsea, Titan and Karmol.


After that, wait for contract announcement on Napant, Darodo, Cambo, Crux, P80 and the 2 Setes drillships.
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MANFREDTMK
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02-Mar-2022 16:50     
 
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 Alert Admin 		From March 2 onwards, we may not able to hear from them anymore when SuperMan quietly take off. Treasure all the moments while they are still around

dcproperty      ( Date: 02-Mar-2022 15:50) Posted:

There is a famous saying: " When your treasure is, your heart is" . A handful of them keep saying they don' t vest or short on SM but keep blah, blah, blah. Look like that famous quotation has to rewrite.
 
Not investing, not short on SM but busy talking for nothing. Do you trust this kind of testimony? 
 
Anyway, SM is having more than $1.1bil cash (Please refer to the latest report). Another 9 projects are scheduled to complete this year. Those projects are converting into cash.
 
After merging, more than $6bil contracts are in their belt. Who say no contract? Who say no cash?
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better
Elite
02-Mar-2022 16:43     
 
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 Alert Admin 		Most offshore projects secured by yards in 2021, including P78 won by the Keppel OM/ Hyundai Heavy consortium, are not going to be profitable as a result of rising cost.


Sembmarine won quite a few contracts in 2019 which have kept them busy till 2022, so no need to win anything last year when the contract terms were not favourable. For example, Saipem and Sapura Energy (go goggle them) gobbled up many projects last 2 years at no margin or negative margin and they are now going bust. Sembmarine, on the other hand, which has the liquidity to take on mega projects this year will be in a strategically advantageous position to lock in much more favourable contract terms and good margin.
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better
Elite
02-Mar-2022 16:36     
 
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 Alert Admin 		It is best not to take over Keppel OM' s projects post merger because most of them are not profitable...to booster their bargaining power for the merger, Keppel OM had gobbled up quite a few low or no margin jobs to increase their top line.

For example, they won P78 at USD2.3 billion with consortium partner Hyundai Heavy. The next lowest bidder was actually USD2.8 billion. All margin is literally wiped out plus more. Keppel OM order book should be $4.3 billion rather than $6.1 billion reported as $1.8 billion should have gone to Hyundai Heavy for building the P78 Hull. They just double count the revenue to increase their bargaining power. But Temasek could easily see through Loh Chin Hua' s bag of tricks.  cool
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PHInsider63
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02-Mar-2022 16:06     
 
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 Alert Admin 		Objectively, the longists and advocates of SM provide strong evidence of their positive outlook.

Next, the many negativists, I suggest they need to work harder to sound more convincing.

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dcproperty
Senior
02-Mar-2022 15:50     
 
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 Alert Admin

There is a famous saying: " When your treasure is, your heart is" . A handful of them keep saying they don' t vest or short on SM but keep blah, blah, blah. Look like that famous quotation has to rewrite.
 
Not investing, not short on SM but busy talking for nothing. Do you trust this kind of testimony? 
 
Anyway, SM is having more than $1.1bil cash (Please refer to the latest report). Another 9 projects are scheduled to complete this year. Those projects are converting into cash.
 
After merging, more than $6bil contracts are in their belt. Who say no contract? Who say no cash?
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ckmpd1
Supreme
02-Mar-2022 15:22     
 
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 Alert Admin 		This shows that opportunities are in abundance.  But an incompetent mgmt cant seize opportunities.

A good team sees opportunities whereas a bad team sees a threat 

ckmpd1      ( Date: 02-Mar-2022 14:49) Posted:

many companies hv gained from oil price rise. But not SCM

weekaykee      ( Date: 02-Mar-2022 14:35) Posted:

But what is the use? Still no substantial contracts. By the time they win a few, oil prices will start heading down.

SCM failed miserably to take advantage of the oil price rise
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ckmpd1
Supreme
02-Mar-2022 14:49     
 
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 Alert Admin 		many companies hv gained from oil price rise. But not SCM

weekaykee      ( Date: 02-Mar-2022 14:35) Posted:

But what is the use? Still no substantial contracts. By the time they win a few, oil prices will start heading down.

SCM failed miserably to take advantage of the oil price rise.

better      ( Date: 02-Mar-2022 14:17) Posted:

Brent crude @ $109.
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ckmpd1
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02-Mar-2022 14:45     
 
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 Alert Admin 		Before 2021' s RI, SCM' s price was 19c.  After the RI, the TERP was 12.4c.

Some SHs said that SCM will not go below the TERP after RI.  But it did.  It went to 8c.

These SHs were wrong...snake oil salesmen 
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stargazer88
Member
02-Mar-2022 14:38     
 
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 Alert Admin 		the price for SML for Jun 2020 needs adjustments for corporate actions

ckmpd1      ( Date: 02-Mar-2022 14:30) Posted:

some investors here claim that when crude oil price goes up, SCM price will rise too.

Fact:
Jun 2020, Brent crude oil was $40, SCM: 48c
Today, Brent crude oil $109, SCM: 8.3c

These investors are  snake oil salesmen

 

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weekaykee
Master
02-Mar-2022 14:35     
 
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 Alert Admin 		But what is the use? Still no substantial contracts. By the time they win a few, oil prices will start heading down.

SCM failed miserably to take advantage of the oil price rise.

better      ( Date: 02-Mar-2022 14:17) Posted:

Brent crude @ $109.
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ckmpd1
Supreme
02-Mar-2022 14:30     
 
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 Alert Admin 		some investors here claim that when crude oil price goes up, SCM price will rise too.

Fact:
Jun 2020, Brent crude oil was $40, SCM: 48c
Today, Brent crude oil $109, SCM: 8.3c

These investors are  snake oil salesmen

 
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PHInsider63
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02-Mar-2022 14:25     
 
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 Alert Admin 		This likelihood is almost zero.
What May happen is new entity will be formed.
New shares to be issued to both KOM and SM based on certain key markers, one of which is profitability which shall favour SM this year.

Next, KC will be holding the shares of this Newco.

Like to become a partially owned or even an associate of KC. Associate is defined as less than 25%.

Nothing will be distributed to KC shh. The only plus is probably this tumor is chopped off from KC.


Hence unlike SCI debacle, this merger will favour SM shh more.

ckmpd1      ( Date: 02-Mar-2022 14:14) Posted:

If merger proceeds, KC shareholders will likely get free money from the estimated $500m and free KOM/SCM shares..

As in 2020' s SCI/SCM demerge if I get the free shares, I intend to sell them away

 

Chagataii      ( Date: 02-Mar-2022 14:05) Posted:

Ya ya after merger SURE ask for RI again this time suck in Kep Corp shareholders also.


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