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Seatrium Ltd
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Seatrium - Sea of Hopes & Atrium of Surprises (II)
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luckyboy22
Supreme |
20-Aug-2025 14:05
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Watch out! Very soon price with skyrocket!
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msksmsks
Supreme |
20-Aug-2025 13:29
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Volume dwindled with price trending sideways. Signs of bottoming , IMHO |
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pkli899
Supreme |
20-Aug-2025 13:11
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Really cannot compare. Just look at YZJ' s margin and net cash balance. No fight for Seatrium........at least for the next few years. Thereafter, hopefully Seatrium can catch up. |
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BinderyT
Elite |
20-Aug-2025 12:39
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... because " Hope" is not a strategy :) neh neh neh
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Tob231
Elite |
20-Aug-2025 12:17
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Maybe it has to do with our caption, not as spectacular as YZJ ... " The Only Shipbuidling Blue Chip in SGX!" Only meh .... Seatrium not shipbuilding huh !!! Bcos of that claim, initially YZJ and Seatrium is neck to neck .... but now they are 2.85 vs 2.3 .... higoo higoo |
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Trainner
Master |
20-Aug-2025 09:56
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I still believe in the long term prospects of Seatrium, willing to hold for long term. Just waiting for the entry point.
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LoudShout
Master |
20-Aug-2025 09:44
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7 months have gone by, no announcement on substantial order win. Still having firechat? waiting for tail wind or monsoon wind? | ||||
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Trainner
Master |
20-Aug-2025 09:29
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Looks like Seatrium is forming the base at ~$2.30. For medium to long term play, this may be the entry point.
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Trainner
Master |
18-Aug-2025 23:09
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Lowest today was $2.28 and the close was $2.29/ $2.30, no clear sign of re-bounce yet. Will observe again tomorrow.
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War3craft2003
Member |
18-Aug-2025 19:55
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https://sg.finance.yahoo.com/news/ai-energy-boom-3-singapore-093000866.html
AI Energy Boom: 3 Singapore Stocks to Watch Seatrium Limited (SGX: 5E2) Seatrium is a company specialising in maritime and energy engineering solutions. In the first half of 2025 ending 30 June 2025 (1H 2025), Seatrium saw a rise in revenue of 34% YoY to S$5.4 billion. The firm also reported substantial growth in net profit of 301% year on year to S$144 million. This growth was driven by its oil and gas segment and its offshore wind segment. In 1H 2025, the oil and gas segment revenue jumped by 26% YoY to S$3.6 billion. This jump was credited to successfully delivered projects and rising global energy demand from data centres and AI. In the same period, the offshore wind segment revenue soared by 106% YoY to S$1.1 billion. This jump in revenue was due to its completion of large projects and high demand in Europe and Asia Pacific. On 16 April 2024, Seatrium partnered with A*STAR to develop new energy solutions and implement AI applications in its offshore maritime infrastructure. A*STAR is Singapore?s leading public research and development agency. This partnership aims to develop new hydrogen and ammonia fuel solutions to support energy transition. These new energy solutions will also help to diversify Seatrium?s energy portfolio, which allows the group to capitalise on AI-driven energy demand. |
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luckyboy22
Supreme |
18-Aug-2025 14:37
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If you spell Seatrium correctly ( not as Sinktrium...but why SiNK?) the price should shoot up!
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Trainner
Master |
18-Aug-2025 13:37
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Don' t know what is the base, waiting patiently, once see start to bounce up, the base should have formed.
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Joyoftheworld
Master |
18-Aug-2025 10:45
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With H1 comprehensive income of $260mil or full year of $520mil, Sinktrium should, fundamentally, be able to hit $2.50 (16x PE) in the coming months once the technical base building is completed. | ||||
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Trainner
Master |
17-Aug-2025 09:34
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The recent low is $2.25, need to defend this low, else, the next support will only be at ~$2 which we do not want to see..... | ||||
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n3wbie
Elite |
16-Aug-2025 20:18
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Cant the company be more proactive and announce these on SGXNET so that investors and shareholders can be updated rather than having to read from select trade publications or media articles? The transparency and corporate governance can do with more improvements just like the other Temasek companies... | ||||
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Tob231
Elite |
16-Aug-2025 13:36
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" This LOI marks a pivotal step in our journey to build a global franchise in floating power infrastructure," said Seatrium EVP for repairs Alvin Gan. " We are proud to be a long-term trusted partner in . . . a variety of innovative solutions in new generation powerships, FLNGs, floating battery, floating data centres and water de-salination vessels." https://www.maritime-executive.com/article/karpowership-keeps-expansion-going-in-new-partnership-with-seatrium |
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War3craft2003
Member |
16-Aug-2025 12:28
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https://seekingalpha.com/article/4813764-golar-lng-limited-glng-q2-2025-earnings-call-transcript
Golar LNG Limited (GLNG) Q2 2025 Earnings Call Transcript Turning to Slide 12 and the progress made on our FLNG growth units. We have three key vessel designs, and we differentiate them by Mark I, II, and III. The difference is effectively the liquefaction capacity, so you could categorize them as small, medium, and large. Mark I can produce up to 2.7 million tons per annum, Mark II, 3.5 million tons, and the Mark III, 5.4 million tons. Both Mark I and II would be vessel conversions and Mark III would be a new build. Given the slightly different approach to construction, we would also select shipyards accordingly. Both Hilli and Gimi is built at Seatrium Shipyard in Singapore. And if we are to proceed with the Mark I, that's the likely shipyard selection. We are currently working with Seatrium to confirm an updated EPC price and delivery schedule. |
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n3wbie
Elite |
15-Aug-2025 22:36
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Need them to start announcing some decent contract wins to catalyse the stock again. All the feared overhang with investigations, etc are now gone and so even legacy contracts that are low margin are also running off their order book. Should be very well placed to deliver strong y/y eps growth from 2H25 and 1H26. Need buyers to come in and take out Keppel' s remaining shares at around the $2.44+ levels. | ||||
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Battle123
Elite |
15-Aug-2025 22:20
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can chiong already |
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War3craft2003
Member |
15-Aug-2025 20:04
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https://splash247.com/golar-readies-to-lock-in-fourth-flng-unit/
Golar readies to lock in fourth FLNG unit Golar LNG Golar LNG is stepping up efforts to secure a yard slot and long-lead equipment for what would be its fourth floating LNG (FLNG) production unit. The Nasdaq-listed company, backed by Norwegian shipping investor Tor Olav Trim, said it is in talks with three shipyards over potential designs and construction schedules. The designs under consideration-MK I, MK II, and MK III-range in liquefaction capacity from 2.0 to 5.4 million tonnes per annum (mtpa). The yards in play involve Singapore?s Seatrium for a 2.0 ? 2.7 mtpa unit, an option for a second conversion at CIMC Raffles for up to 3.5 mtpa vessel and discussions for the so-called MKIII unit at South Korea?s Samsung Heavy Industries, which would be the largest FLNG ever built at 5.4 mtpa. ?In order to secure attractive delivery, we plan to enter into slot reservations for long lead equipment within Q3 2025,? Golar said in its latest update. The company is pursuing its fourth unit without waiting for a charter, a strategy it previously applied to both the FLNG Hilli and the MKII project. Golar said yard capacity constraints suggest this could be the only FLNG unit available for delivery within the decade. As for the existing projects, the FLNG Hilli is expected to complete its current charter in July 2026, before heading to a yard for life extension and upgrades. It is expected to be redeployed to Argentina under a 20-year contract with SESA starting in the second quarter of 2027. The FLNG Gimi reached commercial operations in June under a 20-year lease with BP offshore Mauritania and Senegal. Golar holds 70% ownership and expects its share of net earnings to be about $3bn. The MKII FLNG, a $2.2bn 3.5 mtpa conversion project, is on schedule for Q4 2027 delivery. SESA reached a final investment decision on the project in August, and the vessel is expected to begin operations in Argentina in 2028, subject to regulatory approvals. Golar said it expects to finalise a design and move forward with ordering its fourth FLNG unit once EPC pricing and yard availability are confirmed. The company also signalled that a fifth unit could follow shortly after the fourth is ordered and chartered. |
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