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SembCorp Marine- The new Frontier. Post Reply Rate topic
rookie$$ Member	24-Jun-2021 18:08        rookie$$ About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think can only calculate in this manner if its an outright share issue... this is an issue to raise cash for purchase of KOM assets. littlemonkey      ( Date: 24-Jun-2021 17:52) Posted: am i count correctly means the price will be 0.124?  3x0.08 = 0.24 2x0.191 = 0.382  5 shares = 0.622 each shares = 0.124 ?
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bystander1965 Supreme	24-Jun-2021 18:08        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Oh SH have a say in the rights. Vote no in August! 🤪
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bystander1965 Supreme	24-Jun-2021 18:06        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	As expected, KOM's dead assets will not be in the merger talk. Instead they will be sold separately to external investors. But I guess everyone is focusing on the rights instead... Not the merger any more.🤣
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tbooncho888 Senior	24-Jun-2021 18:05        tbooncho888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	tmr price settle between 0.191 n 0.124....will be interesting to see what level n range it trades at...
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Starship Supreme	24-Jun-2021 18:04        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	littlemonkey      ( Date: 24-Jun-2021 17:55) Posted: i recall my earlier comment...  what is the benefit for shareholders.... nothing.. still all of us buying this stock... now thinking what to do tomorrow hahaha littlemonkey      ( Date: 21-Jun-2021 09:37) Posted: just trying to see the possibility of the merging between sembcorp marine (SMM) and Keppel O& M / KOM (if this happen) as stated in many news that SMM will be the one acquirer KOM, and likely this have to raise money to pay keppel. looking at the current financial, unlikely SMM able to pay and raise new rights to raise money which means the price will be diluted / drop more, and we have to fork more money to buy the rights  I don' t quite understand yet (hoping the shifu here can help me to share your view), the merging between SMM & KOM doesn' t looks good for us (SMM shareholders) right?  It may be more benefit to Keppel' s shareholders since they got money and remove their burden, so should we buy keppel more now? hahaha
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talonn Member	24-Jun-2021 18:03        talonn About Contact  Quote this Post!
x 0   x 0  Alert Admin	ah crap.. so is it a good news for us or bad one?
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mkaung2000 Veteran	24-Jun-2021 18:01        mkaung2000 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like the plan was leaked? That' s explain sudden sold down from 200/205?
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littlemonkey Member	24-Jun-2021 17:55        littlemonkey About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	i recall my earlier comment...  what is the benefit for shareholders.... nothing.. still all of us buying this stock... now thinking what to do tomorrow hahaha littlemonkey      ( Date: 21-Jun-2021 09:37) Posted: just trying to see the possibility of the merging between sembcorp marine (SMM) and Keppel O& M / KOM (if this happen) as stated in many news that SMM will be the one acquirer KOM, and likely this have to raise money to pay keppel. looking at the current financial, unlikely SMM able to pay and raise new rights to raise money which means the price will be diluted / drop more, and we have to fork more money to buy the rights  I don' t quite understand yet (hoping the shifu here can help me to share your view), the merging between SMM & KOM doesn' t looks good for us (SMM shareholders) right?  It may be more benefit to Keppel' s shareholders since they got money and remove their burden, so should we buy keppel more now? hahaha
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watashievil Master	24-Jun-2021 17:55        watashievil About Contact  Quote this Post!
x 0   x 0  Alert Admin	wah rights so cheap. looks like tml free fall. who will wanna subscribe their rights again sia.
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SembMarineLong Veteran	24-Jun-2021 17:52        SembMarineLong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rights issue is  dilutive.. It' s gonna free fall tomorrow.   littlemonkey      ( Date: 24-Jun-2021 17:49) Posted: 0.31 huat ahh alwayshopeful      ( Date: 24-Jun-2021 17:48) Posted: What price open tomorrow? Last closed at 0.191.
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littlemonkey Member	24-Jun-2021 17:52        littlemonkey About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	am i count correctly means the price will be 0.124?  3x0.08 = 0.24 2x0.191 = 0.382  5 shares = 0.622 each shares = 0.124 ?
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littlemonkey Member	24-Jun-2021 17:49        littlemonkey About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	0.31 huat ahh alwayshopeful      ( Date: 24-Jun-2021 17:48) Posted: What price open tomorrow? Last closed at 0.191.
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alwayshopeful Senior	24-Jun-2021 17:48        alwayshopeful About Contact  Quote this Post!
x 0   x 0  Alert Admin	What price open tomorrow? Last closed at 0.191.
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noobtrader123 Member	24-Jun-2021 17:47        noobtrader123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tomorrow drop how much?
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SembMarineLong Veteran	24-Jun-2021 17:47        SembMarineLong About Contact  Quote this Post!
x 0   x 0  Alert Admin	The Group would like to emphasise that discussions are at a preliminary stage and there is no certainty that the Potential Combination will take place. Furthermore, any definitive agreements that the companies may agree upon may also be conditional in nature and are likely to be subject to the approval of shareholders. This statement should be read in conjunction with the SGXNET announcements released today. In other words, no merge.
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Stephenchow Veteran	24-Jun-2021 17:47        Stephenchow About Contact  Quote this Post!
x 0   x 0  Alert Admin	From SGX:-  Singapore, 24 June 2021 &ndash Keppel Corporation Limited (&ldquo Keppel&rdquo ) and Sembcorp Marine Ltd (&ldquo Sembcorp Marine&rdquo ) have entered today into a non-binding memorandum of understanding (&ldquo MOU&rdquo ) to enter into exclusive negotiations with a view to combining Keppel O& M and Sembcorp Marine (&ldquo Combined Entity&rdquo ). The objective of these discussions is to create a stronger Combined Entity and sustainable value over the long term for Keppel O& M and Sembcorp Marine and their respective stakeholders, in response to dramatic changes in the global offshore and marine (O& M) engineering and energy sectors. Under the MOU between Keppel and Sembcorp Marine, it is envisaged that Keppel and the Combined Entity will enter into a strategic partnership, pursuant to which Keppel will hold 50% of a 50-50 joint venture that will be established between Keppel and the Combined Entity (&ldquo Strategic Partnership JV&rdquo ). This would allow Keppel to continue accessing Keppel O& M&rsquo s capabilities required for its projects, on terms to be agreed. The scope of the Strategic Partnership JV will be subject to final agreement between the parties concerned. In addition, subject to regulatory review, the Combined Entity will be the preferred EPC partner for Keppel&rsquo s projects where the Combined Entity has the relevant expertise. After this announcement, Keppel and Sembcorp Marine will undertake mutual due diligence and discuss the terms of the potential combination, which is expected to take several months. If the potential combination is completed, it is envisaged that the Combined Entity will be a listed entity, and Sembcorp Marine&rsquo s shareholders will hold shares in the Combined Entity, while Keppel will receive shares in the Combined Entity and a cash consideration of up to S$500 million (or a cash component with the economic equivalent effect).
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SembMarineLong Veteran	24-Jun-2021 17:43        SembMarineLong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Key Highlights of the Proposed Rights Issue -S$1.5 billion fully committed renounceable Rights Issue  - Rights Issue size of up to 18.8 billion new shares  - 3 rights shares for 2 existing shares at S$0.08 per share o 35.7% discount to TERP based on last close of S$0.191 o 58.1% discount to last close of S$0.191 on 23 June 2021 -Proceeds from Rights Issue to be utilised for working capital and general corporate purposes, including debt servicing.
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bystander1965 Supreme	24-Jun-2021 17:42        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	TH is really screwing SCM sh again and they are ready to collect it cheap again. Tsk tsk tsk. Like I said every entity works for its own interests only.
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Hawker80 Senior	24-Jun-2021 17:40        Hawker80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	better... i hope you dont buy right issue until hand shake..
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Lobster Elite	24-Jun-2021 17:40        Lobster About Contact  Quote this Post!   Yells: "Even Adam Khoo believes in the Black Market!"
x 0   x 0  Alert Admin	I think this looks like a real deal option, not anyhow hantam street talk. SCM got no money to buy over KOM. KC will not be willing to letting go of a company on the cheap, or else they will be shot by shareholders because certain units in KOM are viable. So they are doing an M& A similar to the ones of Ascott Residence REITs and CICT , but in a tweaked form. Both Ascott and CICT coincidentally were solemnised by Temasek. If this is to happen, the negative side of SCM shareholders, is that they may be getting less shares in new company, but eventually the higher price will more than make up for it. The key here is to think long term. vested in both KC and SCM. bystander1965      ( Date: 24-Jun-2021 17:24) Posted: Ya if merger then share swap will be the best outcome in the worst case scenario. Lobster      ( Date: 24-Jun-2021 17:21) Posted: I think one of the options is to form a new company, with a new name, (like Keppel Marine) with KC having the majority share than SCM. Shareholders in KC will get free shares in the form of dividends in species and SCM shareholders will get a ratio exchange of shares for shares. Not insiders info, but heard only as one of the option.
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