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Seatrium - Sea of Hopes & Atrium of Surprises (II) Post Reply Rate topic
eugesun Elite	20-Aug-2026 09:42        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	when shorts make comments, it signals to buy....they are pumping up the price now... stockpicker      ( Date: 20-Aug-2026 08:29) Posted: They did not participate in P88 tender as they were then EPC contractors. But that does not mean they will not change their model forever and the business will die. For engineering works,   the skill and bulk of the work mainly in EPC and not in financing and O& M.  ahbui8      ( Date: 20-Aug-2026 08:07) Posted: LOL you believe the clown CEO? Seatrium never even bid for P8
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stockpicker Master	20-Aug-2026 09:02        stockpicker About Contact  Quote this Post!
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stockpicker Master	20-Aug-2026 08:59        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Malaysia' s Yinson Production submitted the lowest tender of 2.9 billion for P88. Yinson reported only $250 million in their latest 1Q26 report. Can find any reason why Seatrim cannot also do the same as Yinson.  stockpicker      ( Date: 20-Aug-2026 08:29) Posted: They did not participate in P88 tender as they were then EPC contractors. But that does not mean they will not change their model forever and the business will die. For engineering works,   the skill and bulk of the work mainly in EPC and not in financing and O& M.  ahbui8      ( Date: 20-Aug-2026 08:07) Posted: LOL you believe the clown CEO? Seatrium never even bid for P8
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stockpicker Master	20-Aug-2026 08:29        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	They did not participate in P88 tender as they were then EPC contractors. But that does not mean they will not change their model forever and the business will die. For engineering works,   the skill and bulk of the work mainly in EPC and not in financing and O& M.  ahbui8      ( Date: 20-Aug-2026 08:07) Posted: LOL you believe the clown CEO? Seatrium never even bid for P88 stockpicker      ( Date: 19-Aug-2026 16:58) Posted: U are entitled to your opinion. The word BOT was raised 20 times in the recent briefing and Seatrim already said they are ready for such structure.   If they cannot do it alone,   they will find partners.     https://seeking alpha.com/article/4929189-seatrium-limited-smbmy-q2-2026-earnings-call-transcript
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ahbui8 Master	20-Aug-2026 08:07        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	LOL you believe the clown CEO? Seatrium never even bid for P88 stockpicker      ( Date: 19-Aug-2026 16:58) Posted: U are entitled to your opinion. The word BOT was raised 20 times in the recent briefing and Seatrim already said they are ready for such structure.   If they cannot do it alone,   they will find partners.     https://seeking alpha.com/article/4929189-seatrium-limited-smbmy-q2-2026-earnings-call-transcript ahbui8      ( Date: 19-Aug-2026 15:15) Posted: Difficult, need to build a new team to run lease and most importantly long-term lease liabilities on the balance sheet. Not forgetting Seatrium still having an on going legal dispute with their biggest customer Petrobas 😜
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eugesun Elite	19-Aug-2026 21:14        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sell to kepple at 3.5 a share, all huat ahhh stockpicker      ( Date: 19-Aug-2026 16:58) Posted: U are entitled to your opinion. The word BOT was raised 20 times in the recent briefing and Seatrim already said they are ready for such structure.   If they cannot do it alone,   they will find partners.     https://seeking alpha.com/article/4929189-seatrium-limited-smbmy-q2-2026-earnings-call-transcript ahbui8      ( Date: 19-Aug-2026 15:15) Posted: Difficult, need to build a new team to run lease and most importantly long-term lease liabilities on the balance sheet. Not forgetting Seatrium still having an on going legal dispute with their biggest customer Petrobas 😜
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stockpicker Master	19-Aug-2026 16:58        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	U are entitled to your opinion. The word BOT was raised 20 times in the recent briefing and Seatrim already said they are ready for such structure.   If they cannot do it alone,   they will find partners.     https://seeking alpha.com/article/4929189-seatrium-limited-smbmy-q2-2026-earnings-call-transcript ahbui8      ( Date: 19-Aug-2026 15:15) Posted: Difficult, need to build a new team to run lease and most importantly long-term lease liabilities on the balance sheet. Not forgetting Seatrium still having an on going legal dispute with their biggest customer Petrobas 😜   stockpicker      ( Date: 19-Aug-2026 12:14) Posted: You mean Seatrim cannot do BOT?     DUN think sodifficult for EPC contractor to shift to BOT   https://www.moomoo.com/community/feed/seatrium-strengthens-its-position-as-the-fpso-market-shifts-toward-117059227811846
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ahbui8 Master	19-Aug-2026 15:15        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Difficult, need to build a new team to run lease and most importantly long-term lease liabilities on the balance sheet. Not forgetting Seatrium still having an on going legal dispute with their biggest customer Petrobas 😜   stockpicker      ( Date: 19-Aug-2026 12:14) Posted: You mean Seatrim cannot do BOT?     DUN think sodifficult for EPC contractor to shift to BOT   https://www.moomoo.com/community/feed/seatrium-strengthens-its-position-as-the-fpso-market-shifts-toward-117059227811846 ahbui8      ( Date: 19-Aug-2026 11:57) Posted: Upcoming Petrobas Fpso P88 and P91 both are BOT model, next year may also continue to be BOT model. Seatrium can only be sub-contractor for all future Fpso.
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stockpicker Master	19-Aug-2026 12:30        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	What Seatrim needs is to boost its bottom line. 4% is too low a net margin.   FSOP contractors usually gets around 6% net margin.   if it can continue to uplift its net margin with or without other kinds of contracts,   the stock price will jump.   The HVDC project has net margin around 9%. Others like floating   power stations and data centres should be more because they are innovative.
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stockpicker Master	19-Aug-2026 12:14        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	You mean Seatrim cannot do BOT?     DUN think sodifficult for EPC contractor to shift to BOT   https://www.moomoo.com/community/feed/seatrium-strengthens-its-position-as-the-fpso-market-shifts-toward-117059227811846 ahbui8      ( Date: 19-Aug-2026 11:57) Posted: Upcoming Petrobas Fpso P88 and P91 both are BOT model, next year may also continue to be BOT model. Seatrium can only be sub-contractor for all future Fpso.
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ahbui8 Master	19-Aug-2026 11:57        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Upcoming Petrobas Fpso P88 and P91 both are BOT model, next year may also continue to be BOT model. Seatrium can only be sub-contractor for all future Fpso.
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Joyoftheworld Master	19-Aug-2026 09:27        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	Post share buyback blues today. Joyoftheworld      ( Date: 18-Aug-2026 13:10) Posted: Share buy back day today. Drop back tomo.
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MrBear12 Supreme	18-Aug-2026 16:13        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	2 cents to keep the shortists away eugesun      ( Date: 18-Aug-2026 13:26) Posted: One cent a day keep doctor away, huat ahhh luckyboy22      ( Date: 18-Aug-2026 11:41) Posted: Mr Bear Huat ah
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eugesun Elite	18-Aug-2026 13:26        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	One cent a day keep doctor away, huat ahhh luckyboy22      ( Date: 18-Aug-2026 11:41) Posted: Mr Bear Huat ah! MrBear12      ( Date: 18-Aug-2026 11:16) Posted: two cent
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Joyoftheworld Master	18-Aug-2026 13:10        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	Share buy back day today. Drop back tomo.
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luckyboy22 Supreme	18-Aug-2026 11:41        luckyboy22 About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	Mr Bear Huat ah! MrBear12      ( Date: 18-Aug-2026 11:16) Posted: two cents geographic      ( Date: 18-Aug-2026 10:23) Posted: Can it chiong one more Sen today
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MrBear12 Supreme	18-Aug-2026 11:16        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	two cents geographic      ( Date: 18-Aug-2026 10:23) Posted: Can it chiong one more Sen today? MrBear12      ( Date: 18-Aug-2026 09:18) Posted: time to board and surge another cent..
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geographic Senior	18-Aug-2026 10:23        geographic About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can it chiong one more Sen today? MrBear12      ( Date: 18-Aug-2026 09:18) Posted: time to board and surge another cent... geographic      ( Date: 17-Aug-2026 17:56) Posted: Spot on! Chiong one sen.HuatArhhhh.....
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MrBear12 Supreme	18-Aug-2026 09:18        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	time to board and surge another cent... geographic      ( Date: 17-Aug-2026 17:56) Posted: Spot on! Chiong one sen.HuatArhhhh.....
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geographic Senior	17-Aug-2026 17:56        geographic About Contact  Quote this Post!
x 0   x 0  Alert Admin	Spot on! Chiong one sen.HuatArhhhh.....
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