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Latest Forum Topics / Seatrium    Last:0.091 --  Post Reply
SembCorp Marine- The new Frontier.
naoshingo
Elite
01-Feb-2021 20:30     
 
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 Alert Admin 		Friend, my apology that I didn' t state clearly.
What I' ve quoted below is from David Kuo...
He is the one who said it is the logical solution to merge Dev & Rig Co.

Ops Co is the renewables, would KC let off? 

bystander1965      ( Date: 01-Feb-2021 19:42) Posted:

Rig and Dev co are for them to finish off their rig projects on hand. After that these 2 will probably " disappear" , sold or write-off. If SMM is backing away from rigs, why would it want to pick up all these " assets" or " liability" ? This is the one that is dragging down KOM. Why would SMM want to take them on board to relieve KC, and then let KC compete with them using Op co on FPSO and the like? The latter SMM is heavily involved (at least 8 or 9 current projects are in this field).

naoshingo      ( Date: 01-Feb-2021 19:28) Posted:

Ermm....I think you got it wrong....
It will merge SM with Rig and Dev Co not Ops Co...


A logical solution would be a merger of Keppel Corp&rsquo s Rig Co and Dev Co with Sembcorp Marine. It would eliminate the need to compete for contracts purely on price.

So, the merger of Rig Co and Dev Co with Sembcorp Marine could help minimise any headcount reduction in the yards overall. A larger, consolidated rig-builder could reap great economies of scale and maintain and warrant a large manpower base.
 
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bystander1965
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01-Feb-2021 19:48     
 
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 Alert Admin 		Maybe that' s the end result of the 3-party negotiations. SMM says I don' t want your rigs and value KOM on their Op co assets only. So KC will finish the projects on their own. And then let their Op co merge with SMM. Perhaps they can get a better valution of their Op co that way. To SMM then pay less for the merger.

Haha. Let' s continue the theme of merging rumours ...

However I think that will take a while. KC has to finish the rig work and make op co profitable while SMM must also become profitable first.
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bystander1965
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01-Feb-2021 19:42     
 
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 Alert Admin 		Rig and Dev co are for them to finish off their rig projects on hand. After that these 2 will probably " disappear" , sold or write-off. If SMM is backing away from rigs, why would it want to pick up all these " assets" or " liability" ? This is the one that is dragging down KOM. Why would SMM want to take them on board to relieve KC, and then let KC compete with them using Op co on FPSO and the like? The latter SMM is heavily involved (at least 8 or 9 current projects are in this field).

naoshingo      ( Date: 01-Feb-2021 19:28) Posted:

Ermm....I think you got it wrong....
It will merge SM with Rig and Dev Co not Ops Co...


A logical solution would be a merger of Keppel Corp&rsquo s Rig Co and Dev Co with Sembcorp Marine. It would eliminate the need to compete for contracts purely on price.

So, the merger of Rig Co and Dev Co with Sembcorp Marine could help minimise any headcount reduction in the yards overall. A larger, consolidated rig-builder could reap great economies of scale and maintain and warrant a large manpower base.
 

better      ( Date: 01-Feb-2021 19:20) Posted:

Read that article in the morning in CNA by David Kuo. He is a little confused, to say the least.
 
If a merger is to happen, Sembmarine is ONLY going to absorb the Op Co.(The yards, talents, IPs and expertises of Keppel OM or all the good stuffs).

The Rig Co and Dev Co are legacy assets (the nicest term one can come out with to say stuffs that nobody wants) that lock up capital. Keppel Corp will have to solve that probvlem on its own.
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lhc1964
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01-Feb-2021 19:28     
 
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 Alert Admin 		Looks like KC needs SCM , not the other way round.
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naoshingo
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01-Feb-2021 19:28     
 
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 Alert Admin 		Ermm....I think you got it wrong....
It will merge SM with Rig and Dev Co not Ops Co...


A logical solution would be a merger of Keppel Corp&rsquo s Rig Co and Dev Co with Sembcorp Marine. It would eliminate the need to compete for contracts purely on price.

So, the merger of Rig Co and Dev Co with Sembcorp Marine could help minimise any headcount reduction in the yards overall. A larger, consolidated rig-builder could reap great economies of scale and maintain and warrant a large manpower base.
 

better      ( Date: 01-Feb-2021 19:20) Posted:

Read that article in the morning in CNA by David Kuo. He is a little confused, to say the least.
 
If a merger is to happen, Sembmarine is ONLY going to absorb the Op Co.(The yards, talents, IPs and expertises of Keppel OM or all the good stuffs).

The Rig Co and Dev Co are legacy assets (the nicest term one can come out with to say stuffs that nobody wants) that lock up capital. Keppel Corp will have to solve that probvlem on its own.
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better
Elite
01-Feb-2021 19:20     
 
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 Alert Admin 		Read that article in the morning in CNA by David Kuo. He is a little confused, to say the least.
 
If a merger is to happen, Sembmarine is ONLY going to absorb the Op Co.(The yards, talents, IPs and expertises of Keppel OM or all the good stuffs).

The Rig Co and Dev Co are legacy assets (the nicest term one can come out with to say stuffs that nobody wants) that lock up capital. Keppel Corp will have to solve that probvlem on its own.
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better
Elite
01-Feb-2021 18:01     
 
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 Alert Admin 		All shipyards, including the Chinese and Korean shipyards have to write off huge amounts for rigs cancelled or stucked in their books.

The only difference is the degree of damage. Keppel OM has to write off close to $1billion because they have too many rigs stucked.

SMM is suffering a much lesser damage because they managed to offload much in 2017/ 18 and has not taken on any new rig order since. Kudo to CEO Wong for his foresight.

In comparison, Keppel has got $3+billion of rigs stucked in their balance sheet while SMM only has about $1.1 billion stucked.

 
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bystander1965
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01-Feb-2021 17:53     
 
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 Alert Admin 		But they did confirm they will no longer do rigs after they finish what' s on hands.
Rig co and Dev co will be sold or write-off after that I guess the former more likely.
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better
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01-Feb-2021 17:43     
 
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 Alert Admin 		Contrary to popular misinformation, Keppel OM is not getting out of the offshore oil biz. They have clarified during the Q& A that they are only getting out of the rig biz (Jack up rig and maybe Semi-submersible rig). Still going to do FPSO, FPU etc. actively and with increased focus on oil and gas platform integration and development.

It is as good as not saying anything because no one is going to order any new rig at least for the next 3-4 years with the gross over supply situation in the rig market.
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weishent
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01-Feb-2021 11:57     
 
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 Alert Admin 		Supporters fightback. .145 fighting now. today green green. 
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weishent
Elite
01-Feb-2021 11:27     
 
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 Alert Admin 		Reddit: the normal investor Hero against big hedge funds
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weishent
Elite
01-Feb-2021 11:11     
 
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 Alert Admin 		Newest style in town. Short Squeeze. Lets go
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bystander1965
Supreme
01-Feb-2021 11:11     
 
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 Alert Admin 		Market rumours are just that, market rumours.
You think you are the first one to know if there is anything concrete? (You here is used as a generic not referring to you per se. :) )

DLP123      ( Date: 01-Feb-2021 11:06) Posted:

I read below:
When you hear of ridiculous sad stories - just ignore. Do NOT forward such scare tactics"

Scarycat      ( Date: 01-Feb-2021 10:51) Posted:

Bro NT1825 advised in his post of 7 Dec 2020 the following. Very good advice!
"How to overcome shorties short

Dont leave your shares in Trading Houses, for BBs to borrow. How? Use Up all you shares and place a Sell at much higher price

Eg Bid/ Ask = 2.55/ 2.56

Place Sell Order : 2000 shares at 2.85

It is not intended to Sell but to prevent BBs from borrowing your shares to stage a short

It is like lending money to BB but you don' t get any interest. In return you get a de-valued stocks

2) When you hear of ridiculous sad stories - just ignore. Do not forward such scare tactics"
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DLP123
Senior
01-Feb-2021 11:06     
 
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 Alert Admin 		I read below:
When you hear of ridiculous sad stories - just ignore. Do NOT forward such scare tactics"

Scarycat      ( Date: 01-Feb-2021 10:51) Posted:

Bro NT1825 advised in his post of 7 Dec 2020 the following. Very good advice!
"How to overcome shorties short

Dont leave your shares in Trading Houses, for BBs to borrow. How? Use Up all you shares and place a Sell at much higher price

Eg Bid/ Ask = 2.55/ 2.56

Place Sell Order : 2000 shares at 2.85

It is not intended to Sell but to prevent BBs from borrowing your shares to stage a short

It is like lending money to BB but you don' t get any interest. In return you get a de-valued stocks

2) When you hear of ridiculous sad stories - just ignore. Do not forward such scare tactics"
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DLP123
Senior
01-Feb-2021 10:52     
 
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 Alert Admin 		This make sense.
Meanwhile, MORE buy Q will be better, like 0.128 or 0.118 to show buying interest in the shares.
But make sure you select BUY.   

bystander1965      ( Date: 01-Feb-2021 10:42) Posted:

What you said applies only if your shares are kept in CDP.
Those that you buy with very low commissions and are kept by the trading houses are then at their mercy because they are not under your name but the trading house' s. They just have a record of how many shares you have. You just have a subaccount with them. Although it' s not recommended that they loan the shares out like that, no one heeds the advice apparently.

DLP123      ( Date: 01-Feb-2021 10:38) Posted:

Likely NOT, do not think they can do that ! 
Is there any writeup about this!
Too many sell Q is not healthy !
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Scarycat
Member
01-Feb-2021 10:51     
 
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 Alert Admin 		Bro NT1825 advised in his post of 7 Dec 2020 the following. Very good advice!
"How to overcome shorties short

Dont leave your shares in Trading Houses, for BBs to borrow. How? Use Up all you shares and place a Sell at much higher price

Eg Bid/ Ask = 2.55/ 2.56

Place Sell Order : 2000 shares at 2.85

It is not intended to Sell but to prevent BBs from borrowing your shares to stage a short

It is like lending money to BB but you don' t get any interest. In return you get a de-valued stocks

2) When you hear of ridiculous sad stories - just ignore. Do not forward such scare tactics"
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bystander1965
Supreme
01-Feb-2021 10:42     
 
bystander1965 About Contact  Quote this Post!   Mood: cool
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 Alert Admin 		What you said applies only if your shares are kept in CDP.
Those that you buy with very low commissions and are kept by the trading houses are then at their mercy because they are not under your name but the trading house' s. They just have a record of how many shares you have. You just have a subaccount with them. Although it' s not recommended that they loan the shares out like that, no one heeds the advice apparently.

DLP123      ( Date: 01-Feb-2021 10:38) Posted:

Likely NOT, do not think they can do that ! 
Is there any writeup about this!
Too many sell Q is not healthy !


DLP123      ( Date: 01-Feb-2021 10:25) Posted:

You meant trading house can use our shares even if we did not list them on SBL
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Scarycat
Member
01-Feb-2021 10:40     
 
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 Alert Admin 		Bro DLP123
Yes, according to the checks by bro NT1825. If the shares are not registered in our names in CDP, the brokerage houses can lend them out for more profits. So do place sell orders at high high prices.

DLP123      ( Date: 01-Feb-2021 10:25) Posted:

You meant trading house can use our shares even if we did not list them on SBL.

Scarycat      ( Date: 01-Feb-2021 10:20) Posted:

Below is a good post from bro NT1825 on 6-Jan-2021 on another thread. We can do the same:
 
" Reminder
 
Shortiest cannot perform a short when they do not have enough shares in hand
 
How to prevent your shares from being borrowed by trading houses (not CDP) for short sell. Do not leave your share idle, place a sell at much higher price say 1.50
 
This is how to disrupt shortiest plan - Repeat above continuously, RS will go further."
 
 


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DLP123
Senior
01-Feb-2021 10:38     
 
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 Alert Admin 		Likely NOT, do not think they can do that ! 
Is there any writeup about this!
Too many sell Q is not healthy !


DLP123      ( Date: 01-Feb-2021 10:25) Posted:

You meant trading house can use our shares even if we did not list them on SBL.

Scarycat      ( Date: 01-Feb-2021 10:20) Posted:

Below is a good post from bro NT1825 on 6-Jan-2021 on another thread. We can do the same:
 
" Reminder
 
Shortiest cannot perform a short when they do not have enough shares in hand
 
How to prevent your shares from being borrowed by trading houses (not CDP) for short sell. Do not leave your share idle, place a sell at much higher price say 1.50
 
This is how to disrupt shortiest plan - Repeat above continuously, RS will go further."
 
 


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DLP123
Senior
01-Feb-2021 10:25     
 
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 Alert Admin 		You meant trading house can use our shares even if we did not list them on SBL.

Scarycat      ( Date: 01-Feb-2021 10:20) Posted:

Below is a good post from bro NT1825 on 6-Jan-2021 on another thread. We can do the same:
 
" Reminder
 
Shortiest cannot perform a short when they do not have enough shares in hand
 
How to prevent your shares from being borrowed by trading houses (not CDP) for short sell. Do not leave your share idle, place a sell at much higher price say 1.50
 
This is how to disrupt shortiest plan - Repeat above continuously, RS will go further."
 
 

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