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n3wbie Elite	25-May-2023 18:58        n3wbie About Contact  Quote this Post! Style: Fundamental
x 1   x 0  Alert Admin	The positive takeaway from that note is that there remains room for another 50% or $10B worth of contracts to maximize their utilization. If and when that happens, it drives even further operating leverage and drives margin expansion. Good token to reward shreholders if they pay dividends but they should prioritize returns on capital to redeploy for investment / working capital to ensure that they maintain positive free cash flow. In the longer term, that will drive greater value creation for shareholders.
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eugesun Elite	25-May-2023 18:41        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	30 cents at least... Login20      ( Date: 25-May-2023 17:29) Posted: Seatrium-BUY (Chat with CEO) We hosted Seatrium CEO Chrls Ong for an investor?s conference call. The takeaways suggest investors could have underestimated the strength of Seatrium's recovery. Despite a near-record backlog, we believe it still has capacity to take on an additional S$10 bn of orders. We think its strong partnership with TenneT make it well positioned to capitalise on European investments in energy security, thus recent renewables energy order wins could represent a multi-year cycle. Management is also optimistic on the profitability of its recent wins and does not rule out paying dividends once it?s turns profitable. Maintain BUY and S$0.18 target price.
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Login20 Master	25-May-2023 18:18        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	You are always welcome. Good things must share:) n3wbie      ( Date: 25-May-2023 18:07) Posted: Thanks for sharing, as always! Login20      ( Date: 25-May-2023 17:32) Posted: Today from CLSA for sharing of info to interested member
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n3wbie Elite	25-May-2023 18:07        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Thanks for sharing, as always! Login20      ( Date: 25-May-2023 17:32) Posted: Today from CLSA for sharing of info to interested members Login20      ( Date: 25-May-2023 17:29) Posted: Seatrium-BUY (Chat with CEO) We hosted Seatrium CEO Chrls Ong for an investor?s conference call. The takeaways suggest investors could have underestimated the strength of Seatrium's recovery. Despite a near-record backlog, we believe it still has capacity to take on an additional S$10 bn of orders. We think its strong partnership with TenneT make it well positioned to capitalise on European investments in energy security, thus recent renewables energy order wins could represent a multi-year cycle. Management is also optimistic on the profitability of its recent wins and does not rule out paying dividends once it?s turns profitable. Maintain BUY and S$0.18 target price.
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Login20 Master	25-May-2023 17:32        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today from CLSA for sharing of info to interested members Login20      ( Date: 25-May-2023 17:29) Posted: Seatrium-BUY (Chat with CEO) We hosted Seatrium CEO Chrls Ong for an investor?s conference call. The takeaways suggest investors could have underestimated the strength of Seatrium's recovery. Despite a near-record backlog, we believe it still has capacity to take on an additional S$10 bn of orders. We think its strong partnership with TenneT make it well positioned to capitalise on European investments in energy security, thus recent renewables energy order wins could represent a multi-year cycle. Management is also optimistic on the profitability of its recent wins and does not rule out paying dividends once it?s turns profitable. Maintain BUY and S$0.18 target price.
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Login20 Master	25-May-2023 17:29        Login20 About Contact  Quote this Post!
x 2   x 0  Alert Admin	Seatrium-BUY (Chat with CEO) We hosted Seatrium CEO Chrls Ong for an investor?s conference call. The takeaways suggest investors could have underestimated the strength of Seatrium's recovery. Despite a near-record backlog, we believe it still has capacity to take on an additional S$10 bn of orders. We think its strong partnership with TenneT make it well positioned to capitalise on European investments in energy security, thus recent renewables energy order wins could represent a multi-year cycle. Management is also optimistic on the profitability of its recent wins and does not rule out paying dividends once it?s turns profitable. Maintain BUY and S$0.18 target price.
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eugesun Elite	25-May-2023 17:10        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just hold long who cares if it touch 120...in the longbterm it will be 30 cents at least.. Michael1688      ( Date: 25-May-2023 16:19) Posted: if today touch 123, good luck to everyone. we will see 120 soon.
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Michael1688 Member	25-May-2023 16:19        Michael1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	if today touch 123, good luck to everyone. we will see 120 soon.
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eugesun Elite	24-May-2023 17:14        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, day day up..天 天 向 上 😆 gosharej      ( Date: 24-May-2023 16:18) Posted: everyday, you will see seatrium sailing up or down in TOP volume.  BB also must push up to earn money also
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gosharej Senior	24-May-2023 16:18        gosharej About Contact  Quote this Post!
x 0   x 0  Alert Admin	everyday, you will see seatrium sailing up or down in TOP volume.  BB also must push up to earn money also
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Coyote66 Member	24-May-2023 16:05        Coyote66 About Contact  Quote this Post!
x 0   x 0  Alert Admin	没 事 没 事 ， 大 家 继 续 跳 舞 吧 。 Michael1688      ( Date: 24-May-2023 14:56) Posted: tsunami is coming, sell & buy lower later
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Michael1688 Member	24-May-2023 15:49        Michael1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last week BB collected 124, yesterday push to 129 to lure retail investors meanwhile BB unloading around 128. Today, BB push down to 125 to frighten retail investors while BB trying to collect 125.
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easywin Supreme	24-May-2023 15:22        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why sell down so fast any reason Michael1688      ( Date: 24-May-2023 14:56) Posted: tsunami is coming, sell & buy lower later
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Michael1688 Member	24-May-2023 14:56        Michael1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	tsunami is coming, sell & buy lower later
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n3wbie Elite	24-May-2023 14:54        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Got 3B to get rid just from Keppel and more from other investors eugesun      ( Date: 24-May-2023 11:56) Posted: Maybe getting rid of the rest free shares in progress...once done it will fly... n3wbie      ( Date: 24-May-2023 08:02) Posted: MUST is more likely due to potential corporate actions...
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eugesun Elite	24-May-2023 11:56        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe getting rid of the rest free shares in progress...once done it will fly... n3wbie      ( Date: 24-May-2023 08:02) Posted: MUST is more likely due to potential corporate actions...? limahping      ( Date: 23-May-2023 16:20) Posted: Soon, it will be like Manulife Reits today, when people realise the value. Well, hopefully
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n3wbie Elite	24-May-2023 08:02        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	MUST is more likely due to potential corporate actions...? limahping      ( Date: 23-May-2023 16:20) Posted: Soon, it will be like Manulife Reits today, when people realise the value. Well, hopefully. eugesun      ( Date: 23-May-2023 09:08) Posted: Agree, be patience 🙏 ...now is the time of turbulence once through we will see the blue sky. 30cm..
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limahping Senior	23-May-2023 16:20        limahping About Contact  Quote this Post!
x 0   x 0  Alert Admin	Soon, it will be like Manulife Reits today, when people realise the value. Well, hopefully. eugesun      ( Date: 23-May-2023 09:08) Posted: Agree, be patience 🙏 ...now is the time of turbulence once through we will see the blue sky. 30cm... Nippon72      ( Date: 22-May-2023 23:34) Posted: Presumbly you meant 13c also so difficult meh?  Becos dirty old man here would have read it differently. 13cm... so hard hmm... Rest assured 13c is a matter of when not will.  Vested too.
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eugesun Elite	23-May-2023 09:08        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree, be patience 🙏 ...now is the time of turbulence once through we will see the blue sky. 30cm... Nippon72      ( Date: 22-May-2023 23:34) Posted: Presumbly you meant 13c also so difficult meh?  Becos dirty old man here would have read it differently. 13cm... so hard hmm... Rest assured 13c is a matter of when not will.  Vested too.    naoshingo      ( Date: 22-May-2023 18:19) Posted: 13cm also so hard meh?
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Nippon72 Veteran	22-May-2023 23:34        Nippon72 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Dude, is ALWAYS Time in the market than Timing the market! "
x 0   x 0  Alert Admin	Presumbly you meant 13c also so difficult meh?  Becos dirty old man here would have read it differently. 13cm... so hard hmm... Rest assured 13c is a matter of when not will.  Vested too.    naoshingo      ( Date: 22-May-2023 18:19) Posted: 13cm also so hard meh?
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