| Latest Forum Topics / Seatrium Last:0.091 -- |
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UOB
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TigerPlay
Master |
04-Feb-2021 12:50
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today all lau sia, 14cts got hope laiow   |
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bystander1965
Supreme |
04-Feb-2021 12:33
Yells: "What I say is just my assessment. DYODD" |
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They are not going to be providing clean energy. They are just the infrastructure provider. Profitable or not I hope it is cause they are moving more towards that (30% of business by 2030), and KC is also.
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bystander1965
Supreme |
04-Feb-2021 12:30
Yells: "What I say is just my assessment. DYODD" |
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In the past the company seemed to announce only if the projects were worth in total a few hundred millions. The most recent announcement in 2020 was a pre-emptive one because it is not cast in concrete yet. It' s supposed to be Q1/2021. Let' s see what they say about this one end of this month. Also they said nothing about their ship repair but then in Q3 update, they just mentioned it (~300m). Bottomline, they have to announce some wins to boost SH confidence.  
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bystander1965
Supreme |
04-Feb-2021 12:26
Yells: "What I say is just my assessment. DYODD" |
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The merger is just a market hype for traders. It doesn' t make any sense right now or had been for months when everyone was singing the tune. Although KC left the door open in their report, I won' t bother about that right now because it makes no sense now.  
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112233
Master |
04-Feb-2021 11:48
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win a few contracts can leow. dont count on merger IMHO. 
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Godwinlow
Elite |
04-Feb-2021 11:42
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Based on your understanding. Is clean energy a profitable business? Seems to me a Low margin business 
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FATABA
Supreme |
04-Feb-2021 11:41
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Some of SM potential are fesibility studies or some jv work on new potential development in Clean energy ( wind turbine testing in certain area /sectors)  Progress or update on these areas wld be good.  ONCE into certain stage ...the contract win is alrdy given . No buyers would like to start off w another  partner who has not done the initial testing.  So SM do stand a good chance w knowhow, and good record for long build solid projects.  Just awaiting 26th update. However, its also logical NOT to expect $$ to flow in so quickly  Dyodd  
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Godwinlow
Elite |
04-Feb-2021 11:37
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Can seek your advice. Order win won' t the company announce immediately like Keppel does. Or they can wait until financial reporting then report order wins?
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Godwinlow
Elite |
04-Feb-2021 11:24
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If I read the Keppel financial statement. I don' t think merger is in their minds for now. Although they say inorganic option. But their yards now are not utilised. They even said sale of their yard is one of the option they can consider. Seems to me they are in a survival mode. Merger doesn' t fit their plan of being assets light 
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tongphlp
Supreme |
04-Feb-2021 11:19
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most are awaiting the merger...
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newbie19
Supreme |
04-Feb-2021 11:17
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Hahaha....Ni Hen Hui Kai Wan Xiao.............![]()  
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danger
Supreme |
04-Feb-2021 11:08
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i white belt only don' t spar with me ... i like to tickle others in forum when they sounded too bullish but in the end it u turn instead Too free even though still far to reach 65 .. but sure feels like retired already  
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Godwinlow
Elite |
04-Feb-2021 11:07
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Sembmarine has to survive on its own le. Don' t wish for merger or what not. Must have tender wins. If not will keep burning cash flow. Hope more clarification on order wins. But if got order wins won' t they announce immediately like Keppel does. Or they can wait until financial reporting then announce the order wins? Anyone can advise | ||||
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Godwinlow
Elite |
04-Feb-2021 11:04
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Just finished finishing Keppel lastedt financial result. It' s really bad le. They bid too many contract and so many delayed and contracts that' s were bid by bankrupt companies. Their operation cor for Keppel O& M is now very small.  | ||||
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raykee
Veteran |
04-Feb-2021 10:55
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Terrible sia... Why should do something about the business... Why still so low one? Fire those chinaman la | ||||
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newbie19
Supreme |
04-Feb-2021 10:41
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Yaya, after a few sparring with him, i already knew his styles.......quite fun also this Danger.... that`s y i do it intentionally.... ![]() ![]()  
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albeniz
Veteran |
04-Feb-2021 10:40
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Queuing at 0.147, protected by Ah gong' s umbrella at 0.20. | ||||
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bystander1965
Supreme |
04-Feb-2021 10:38
Yells: "What I say is just my assessment. DYODD" |
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Alamak I walked away for a few minutes, you really " eat" all the 3M @ 0.149 ah?
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newbie19
Supreme |
04-Feb-2021 10:32
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Needless to say.......Quick quick go in.....![]()  
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danger
Supreme |
04-Feb-2021 10:30
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you naughty naughty !! actually i don' t see any bullish signs in SCM now .. just hanging by a thread at 14.8
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