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SembCorp Marine- The new Frontier. Post Reply Rate topic
Godwinlow Elite	28-Jun-2021 14:00        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keppel have to wait. They can' t sell assets to overseas companies become of " national interest" only to Temasek  Godwinlow      ( Date: 28-Jun-2021 13:58) Posted: Then the question is why won' t Keppel wait for Sembmarine to privatise? The deal have no time limit remember? And u think Keppel wants to hold its O& M? They will wait  bystander1965      ( Date: 28-Jun-2021 13:55) Posted: That means SCM will not taken private lor. At least not after the rights issue even if TH owns more than 50%. The take over if happens will be before the merger. If taken private KC won't be selling KOM. Then would it not drop? After all it jumped up because of this impending sale, even though it's not confirmed
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Godwinlow Elite	28-Jun-2021 13:58        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Then the question is why won' t Keppel wait for Sembmarine to privatise? The deal have no time limit remember? And u think Keppel wants to hold its O& M? They will wait  bystander1965      ( Date: 28-Jun-2021 13:55) Posted: That means SCM will not taken private lor. At least not after the rights issue even if TH owns more than 50%. The take over if happens will be before the merger. If taken private KC won't be selling KOM. Then would it not drop? After all it jumped up because of this impending sale, even though it's not confirmed? newbie19      ( Date: 28-Jun-2021 13:40) Posted: Yes Keppel with not suffer crash.... Sembmarine is the one....maybe Temasek mandatory take over will offer 17.5cts on the pricing now of 13 cts a 35% increase. Temasek is not that stupid .
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bystander1965 Supreme	28-Jun-2021 13:58        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	All speculations lah. 看 看 就 好 。 always have to dyodd. pkli899      ( Date: 28-Jun-2021 13:40) Posted: Very confused. Before today, 2 distinctively opposite camps. One side said recent development good. Another side said doomsday. Both argument have strong merit. Today new theory emerged made it worst. TH is plotting an evil move to take over the company cheaply. The cheap rights issue is to help push down price so that TH can eventually privatise the company with a low ball offer. How, subscibe or not, the rights? Really very headache man.
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Godwinlow Elite	28-Jun-2021 13:57        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya lo. They already know they are in control already. So any deal the management makes, just need to go through them. And for Temasek is about the overall picture pkli899      ( Date: 28-Jun-2021 13:54) Posted: Like that made TH even more evil... Never care for small investors like us. Godwinlow      ( Date: 28-Jun-2021 13:47) Posted: You must know Temasek only got about 20% plus in Keppel. They should be to give some value of money in order to win Keppel shareholders to sell the O& M. But for Sembmarine, Temasek is in control already. That' s wh
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Starship Supreme	28-Jun-2021 13:56        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Godwinlow      ( Date: 28-Jun-2021 13:41) Posted: That' s why is  Like  roulette now. Guess the price.    pkli899      ( Date: 28-Jun-2021 13:40) Posted: Very confused. Before today, 2 distinctively opposite camps. One side said recent development good. Another side said doomsday. Both argument have strong merit. Today new theory emerged made it worst. TH is plotting an evil move to take over the company cheaply. The cheap rights issue is to help push down price so that TH can eventually privatise the company with a low ball offer. How, subscibe or not, the rights? Really very headache man.
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pkli899 Supreme	28-Jun-2021 13:56        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oh sorry.......info overloaded. bystander1965      ( Date: 28-Jun-2021 13:51) Posted: Aiya u didn't read the details? Kc's rigs dynamac floatel all not in the deal. These are the dead assets. Minus them I guess KOM is net asset. Plus its orders etc. pkli899      ( Date: 28-Jun-2021 13:45) Posted: One more question. Keepel O & M got negative assets. Why merger still can get $500 m cash? We holders like carrot to be chopped?
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Godwinlow Elite	28-Jun-2021 13:55        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Probably you need to take a look at Keppel O& M financial statement again. I invested in Keppel before. That' s how I know it' s balance sheet. Although about 2-3 quarters never look already. I don' t believe it change much bystander1965      ( Date: 28-Jun-2021 13:51) Posted: Aiya u didn't read the details? Kc's rigs dynamac floatel all not in the deal. These are the dead assets. Minus them I guess KOM is net asset. Plus its orders etc. pkli899      ( Date: 28-Jun-2021 13:45) Posted: One more question. Keepel O & M got negative assets. Why merger still can get $500 m cash? We holders like carrot to be chopped?
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bystander1965 Supreme	28-Jun-2021 13:55        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	That means SCM will not taken private lor. At least not after the rights issue even if TH owns more than 50%. The take over if happens will be before the merger. If taken private KC won't be selling KOM. Then would it not drop? After all it jumped up because of this impending sale, even though it's not confirmed? newbie19      ( Date: 28-Jun-2021 13:40) Posted: Yes Keppel with not suffer crash.... Sembmarine is the one....maybe Temasek mandatory take over will offer 17.5cts on the pricing now of 13 cts a 35% increase. Temasek is not that stupid .. Godwinlow      ( Date: 28-Jun-2021 13:26) Posted: I don' t think KC will crash. The deal is almost certain, it is to save Keppel.
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pkli899 Supreme	28-Jun-2021 13:54        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Like that made TH even more evil... Never care for small investors like us. Godwinlow      ( Date: 28-Jun-2021 13:47) Posted: You must know Temasek only got about 20% plus in Keppel. They should be to give some value of money in order to win Keppel shareholders to sell the O& M. But for Sembmarine, Temasek is in control already. That' s why pkli899      ( Date: 28-Jun-2021 13:45) Posted: One more question. Keepel O & M got negative assets. Why merger still can get $500 m cash? We holders like carrot to be chopped?
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moneyspinner Veteran	28-Jun-2021 13:52        moneyspinner About Contact  Quote this Post!
x 0   x 0  Alert Admin	At 8 cats.! He ha Godwinlow      ( Date: 28-Jun-2021 13:15) Posted: Mandatory take over is almost 99%. Temasek has stake in DBS. Add on. 99.99% mandatory take over is confirmed. But at what price, that' s the big question mark. Is anyone guess TigerPlay      ( Date: 28-Jun-2021 13:10) Posted: i' m imagining that if there is a mandatory take over by TH straight after the right and a 15cts, that is a profit of 2.6cts, not bad actually. hope it happened.
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bystander1965 Supreme	28-Jun-2021 13:51        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Aiya u didn't read the details? Kc's rigs dynamac floatel all not in the deal. These are the dead assets. Minus them I guess KOM is net asset. Plus its orders etc. pkli899      ( Date: 28-Jun-2021 13:45) Posted: One more question. Keepel O & M got negative assets. Why merger still can get $500 m cash? We holders like carrot to be chopped?
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pkli899 Supreme	28-Jun-2021 13:51        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	LOL.....is really crack head la. Starship      ( Date: 28-Jun-2021 13:48) Posted: pkli899      ( Date: 28-Jun-2021 13:40) Posted: Very confused. Before today, 2 distinctively opposite camps. One side said recent development good. Another side said doomsday. Both argument have strong merit. Today new theory emerged made it worst. TH is plotting an evil move to take over the company cheaply. The cheap rights issue is to help push down price so that TH can eventually privatise the company with a low ball offer. How, subscibe or not, the rights? Really very headache man.
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Starship Supreme	28-Jun-2021 13:51        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Godwinlow      ( Date: 28-Jun-2021 13:45) Posted: Don' t be foolish  jesmarnew      ( Date: 28-Jun-2021 13:42) Posted: TH may come in push up shareprice to 20cts soon....selling to china company at 30 cts !!! DB has TP of 22cts!!!
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Godwinlow Elite	28-Jun-2021 13:50        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	The whole deal is obvious. To save Keppel. And to merger Sembmarine and Keppel to keep the whole picture together. In years ahead there will be Tuas mega port. Sembmarine and Keppel assets is just around it. Is a strategic planning and holding for Singapore. Just look at the map you will know. I' m in the marine industry. That' s why I know pkli899      ( Date: 28-Jun-2021 13:45) Posted: One more question. Keepel O & M got negative assets. Why merger still can get $500 m cash? We holders like carrot to be chopped?
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moron101 Supreme	28-Jun-2021 13:50        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Times to buy SCM now. Don't think it can go down anymore! May close green today.
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kvyang Veteran	28-Jun-2021 13:49        kvyang About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last Friday dip to 135 then closed 139. Today dip to 128 then bounce to 131. Tomorrow should hit 113 which 52 week low.
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Starship Supreme	28-Jun-2021 13:48        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	pkli899      ( Date: 28-Jun-2021 13:40) Posted: Very confused. Before today, 2 distinctively opposite camps. One side said recent development good. Another side said doomsday. Both argument have strong merit. Today new theory emerged made it worst. TH is plotting an evil move to take over the company cheaply. The cheap rights issue is to help push down price so that TH can eventually privatise the company with a low ball offer. How, subscibe or not, the rights? Really very headache man.
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Godwinlow Elite	28-Jun-2021 13:47        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	You must know Temasek only got about 20% plus in Keppel. They should be to give some value of money in order to win Keppel shareholders to sell the O& M. But for Sembmarine, Temasek is in control already. That' s why pkli899      ( Date: 28-Jun-2021 13:45) Posted: One more question. Keepel O & M got negative assets. Why merger still can get $500 m cash? We holders like carrot to be chopped?
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pkli899 Supreme	28-Jun-2021 13:45        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	One more question. Keepel O & M got negative assets. Why merger still can get $500 m cash? We holders like carrot to be chopped?
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Godwinlow Elite	28-Jun-2021 13:45        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don' t be foolish  jesmarnew      ( Date: 28-Jun-2021 13:42) Posted: TH may come in push up shareprice to 20cts soon....selling to china company at 30 cts !!! DB has TP of 22cts!!!
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