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Tob231 Elite	15-Nov-2023 23:02        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Petrobras welcomes over 100 bids in four offshore vessel tenders Brazilian oil giant looking to charter SDSVs, AHTSs, PSVs and OSRVs 14 November 2023 13:47 GMT UPDATED 14 November 2023 13:47 GMT By Fabio Palmigiani in Rio de Janeiro Brazilian state-controlled company Petrobras has received a total of 125 commercial proposals in four separate tenders aimed at contracting a wide range of offshore support vessels to assist in upstream activities in the country. These included 13 bids for shallow diving support vessels (SDSV), 66 for anchor-handling tug supply vessels (AHTS), 31 for platform supply vessels (PSV) and 15 for oil spill response vessels (OSRV) that may result in multimillion-dollar contracts, according to sources.
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Tob231 Elite	15-Nov-2023 22:20        Tob231 About Contact  Quote this Post!
x 0   x 1  Alert Admin	just take a look at his face ... it telling not all but certainly good enough for you to know .... something is boiling and about to cook. warning sign of tsunami : 1. Severe ground shaking from local earthquakes may cause tsunamis. 2. As a tsunami approaches shorelines, water may recede from the coast, exposing the ocean floor, reefs and fish. 3. Abnormal ocean activity, a wall of water, and an approaching tsunami create a loud " roaring" sound similar to that of a train or jet aircraft. If you experience any of these phenomena, don' t wait for official evacuation orders. Immediately leave low-lying coastal areas and move to higher ground."
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Joyoftheworld Master	15-Nov-2023 22:18        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	You have more credibility on this forum. because when you said it was heading down previously, it was down indeed. So hopefully, you are right again this time. Personally I am not so hopeful until middle of next year...as the " going to make a loss in 2023" would weigh on the share price. ahbui8      ( Date: 15-Nov-2023 20:29) Posted: Seem like now everyday will up 1 pit, so by end of Nov, above 0.12? 😂 shortist short down fm 0.14plus to below 0.11, now then the news of " Seatrium play down impact from US offshore wind trouble " appears, very funny! My bet above 0.138 by end of 2023.
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Battle123 Elite	15-Nov-2023 22:16        Battle123 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Is really undervalue, like some said shld be around 14+ already...
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Tob231 Elite	15-Nov-2023 22:14        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	hehehe ... the increasing interest and reports are getting exciting. when it is juicy and yummy .... many don' t mind to wait Seatrium: Business Update Largely in Line Shares Fairly Valued Chokwai Lee Nov 11, 2023
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ahbui8 Master	15-Nov-2023 20:29        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seem like now everyday will up 1 pit, so by end of Nov, above 0.12? 😂 shortist short down fm 0.14plus to below 0.11, now then the news of " Seatrium play down impact from US offshore wind trouble " appears, very funny! My bet above 0.138 by end of 2023.
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Chansenghoe1971 Elite	15-Nov-2023 18:05        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The positive news is there is no negative news. Joyoftheworld      ( Date: 15-Nov-2023 16:10) Posted: Not only no positive news, Sink51 management emphasized in Q3 update that 2023 would be making losses. That is a clear signal from them they are not ready for Sink51 to take off. So when the turnaround happen in 2024 after the new management have taken over for 1 year, they can take full credit. All political. pkli899      ( Date: 15-Nov-2023 12:53) Posted: How to wake up? No positive news to date.
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Joyoftheworld Master	15-Nov-2023 16:10        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not only no positive news, Sink51 management emphasized in Q3 update that 2023 would be making losses. That is a clear signal from them they are not ready for Sink51 to take off. So when the turnaround happen in 2024 after the new management have taken over for 1 year, they can take full credit. All political. pkli899      ( Date: 15-Nov-2023 12:53) Posted: How to wake up? No positive news to date.
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eugesun Elite	15-Nov-2023 15:08        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Because think out of BOX... 😆 🤣 😂 😹 all here just jokes... pkli899      ( Date: 15-Nov-2023 14:49) Posted: 你 以 为 係 傻 佬 - 三 毫 子 同 你 买 ？
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pkli899 Supreme	15-Nov-2023 14:49        pkli899 About Contact  Quote this Post!
x 1   x 0  Alert Admin	你 以 为 係 傻 佬 - 三 毫 子 同 你 买 ？
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Chansenghoe1971 Elite	15-Nov-2023 14:43        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why 30 c when they can offer 0.13? eugesun      ( Date: 15-Nov-2023 14:36) Posted: Good idea, buy back at 30c each share...huat ah... Chansenghoe1971      ( Date: 15-Nov-2023 14:18) Posted: Out of box thinking: Temasek should mount a privatisation now. You may ask why. Normally when the company is at the verge of performance reversal, controlling shareholder may mount a privatisation as there is value now than when it gets more expensive when in 2024, the company recovers.
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eugesun Elite	15-Nov-2023 14:36        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good idea, buy back at 30c each share...huat ah... Chansenghoe1971      ( Date: 15-Nov-2023 14:18) Posted: Out of box thinking: Temasek should mount a privatisation now. You may ask why. Normally when the company is at the verge of performance reversal, controlling shareholder may mount a privatisation as there is value now than when it gets more expensive when in 2024, the company recovers. pkli899      ( Date: 15-Nov-2023 12:53) Posted: How to wake up? No positive news to date.
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Chansenghoe1971 Elite	15-Nov-2023 14:18        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Out of box thinking: Temasek should mount a privatisation now. You may ask why. Normally when the company is at the verge of performance reversal, controlling shareholder may mount a privatisation as there is value now than when it gets more expensive when in 2024, the company recovers. pkli899      ( Date: 15-Nov-2023 12:53) Posted: How to wake up? No positive news to date.
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pkli899 Supreme	15-Nov-2023 12:53        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	How to wake up? No positive news to date.
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Battle123 Elite	15-Nov-2023 12:37        Battle123 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	One of sluggards under the sti When can u wake up ...
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ahbui8 Master	15-Nov-2023 10:52        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oersted share price drop more than half fm Aug high. Renewable energy business is not that good as everyone predict. Seatrium 40% renewable energy orderbook is negative view to BBs. No wonder short vol still so high.    Tob231      ( Date: 15-Nov-2023 07:34) Posted: market will decide, we just have to follow. interesting reading analysts' comments.  " On the analyst call, management stated that it is not affected by the issues buffeting the offshore wind industry at present given that these issues are  confined to the east coast of the US,"   said UOB Kay Hian analyst Adrian Loh. Addressing the key issues affecting the broader industry, Seatrium said that while some companies have been negatively affected by the wind industry&rsquo s supply chain, management was " sanguine given that it is partnered with Hitachi and GE for switchgear and transformers while issues with wind turbines are not applicable to Seatrium" , according to Loh. " Overall renewables industry costs have spiked given the high inflationary environment and higher interest rates however, the company pointed out that it is actively engaging with its clients and also looking at its own cost structure," the UOB Kay Hian analyst said. Interestingly, management stated that the combination of Keppel Offshore & Marine and Sembcorp Marine has given rise to an extensive database of suppliers and providers, which have good track record to navigate these cost challenges. Petrobras' five-year plan could include around $100 billion in projects - source  Reuters  November 10, 202311:34 PM GMT+8Updated 4 days ago  https://www.reuters.com/business/energy/petrobras-five-year-plan-could-include-around-100-billion-projects-source-2023-11-10/Petrobas    eddyeddy      ( Date: 14-Nov-2023 23:16) Posted: Looks serious
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Joyoftheworld Master	15-Nov-2023 10:52        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like Sink51 would stay weak for awhile as there is no positive surprise in Q3 biz update. In fact they emphasized that a loss is expected in 2023. With that, management more or less seal the coffin for any significant upside in share price until Q1 update next May. No profit no gain. Couple with the fact that at least anothyer 6-8 billions free shares are ready sellers at incrementally higher price, the shortist will have the upper hand for awhile....until sink51 management change their tune from loss to profit. Joyoftheworld      ( Date: 14-Nov-2023 21:10) Posted: Nothing new that was not in the Q3 biz update. The bottomline expectation is for all parameters to increase about 120% (revenue, cashflow, profit, order book etc) from Q3 2022. Otherwise, not enough to make up for the share dilution as a result of the merger/ buyout. Chansenghoe1971      ( Date: 14-Nov-2023 18:38) Posted: They just issued Morgan Stanley Investor Ppt. Though a summary of the Q3 Business Update, the more I read the more confident I get. Chill
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Goodwill77 Supreme	15-Nov-2023 07:40        Goodwill77 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Quite a good closing yesterday Huat ah!
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Tob231 Elite	15-Nov-2023 07:34        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	market will decide, we just have to follow. interesting reading analysts' comments.  " On the analyst call, management stated that it is not affected by the issues buffeting the offshore wind industry at present given that these issues are  confined to the east coast of the US,"   said UOB Kay Hian analyst Adrian Loh. Addressing the key issues affecting the broader industry, Seatrium said that while some companies have been negatively affected by the wind industry&rsquo s supply chain, management was " sanguine given that it is partnered with Hitachi and GE for switchgear and transformers while issues with wind turbines are not applicable to Seatrium" , according to Loh. " Overall renewables industry costs have spiked given the high inflationary environment and higher interest rates however, the company pointed out that it is actively engaging with its clients and also looking at its own cost structure," the UOB Kay Hian analyst said. Interestingly, management stated that the combination of Keppel Offshore & Marine and Sembcorp Marine has given rise to an extensive database of suppliers and providers, which have good track record to navigate these cost challenges. Petrobras' five-year plan could include around $100 billion in projects - source  Reuters  November 10, 202311:34 PM GMT+8Updated 4 days ago  https://www.reuters.com/business/energy/petrobras-five-year-plan-could-include-around-100-billion-projects-source-2023-11-10/Petrobas    eddyeddy      ( Date: 14-Nov-2023 23:16) Posted: Looks serious ? PiRPiR      ( Date: 14-Nov-2023 22:49) Posted: Seatrium plays down impact from US offshore wind troubles Singapore-listed offshore yard group said it is unaffected as it is paid based on project milestones 14 November 2023 1:55 GMT UPDATED 14 November 2023 8:20 GMT By Dale Wainwright in Singapore https://www.tradewindsnews.com/offshore/seatrium-plays-down-impact-from-us-offshore-wind-troubles/2-1-1553924
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woonie Senior	15-Nov-2023 03:32        woonie About Contact  Quote this Post!
x 0   x 0  Alert Admin	morgan standee again? eddyeddy      ( Date: 14-Nov-2023 23:16) Posted: Looks serious ? PiRPiR      ( Date: 14-Nov-2023 22:49) Posted: Seatrium plays down impact from US offshore wind troubles Singapore-listed offshore yard group said it is unaffected as it is paid based on project milestones 14 November 2023 1:55 GMT UPDATED 14 November 2023 8:20 GMT By Dale Wainwright in Singapore https://www.tradewindsnews.com/offshore/seatrium-plays-down-impact-from-us-offshore-wind-troubles/2-1-1553924
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