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SembCorp Marine- The new Frontier. Post Reply Rate topic
randomtan16 Member	27-Oct-2021 11:57        randomtan16 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is rather unfortunate that Temasek (Startree) does not want to provide daily updates on the acceptance level.  Given the amount of losses long suffering shareholders have endured, that should be the decent thing to do, at a minimum. (Make some noise??) They will only do so when it hit 50%, as required by law.  Don' t think all the free facemasks, sanitisers etc is going to enhance its public image very much.   randomtan16      ( Date: 27-Oct-2021 11:43) Posted: Yes you can, before 3 Nov 2021.  Do note that there is a condition of 50%.  If Temasek finally holding as at 3 Nov is below 50%, all acceptances will be RETURNED. investshare      ( Date: 27-Oct-2021 09:53) Posted: But if it goes below 8c, can just sell to Temasek
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chart_expert123 Master	27-Oct-2021 11:49        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	even above, TH will keep this listing but after 3 Nov. MGO is expired. randomtan16      ( Date: 27-Oct-2021 11:43) Posted: Yes you can, before 3 Nov 2021.  Do note that there is a condition of 50%.  If Temasek finally holding as at 3 Nov is below 50%, all acceptances will be RETURNED. investshare      ( Date: 27-Oct-2021 09:53) Posted: But if it goes below 8c, can just sell to Temasek
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randomtan16 Member	27-Oct-2021 11:43        randomtan16 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes you can, before 3 Nov 2021.  Do note that there is a condition of 50%.  If Temasek finally holding as at 3 Nov is below 50%, all acceptances will be RETURNED. investshare      ( Date: 27-Oct-2021 09:53) Posted: But if it goes below 8c, can just sell to Temasek? Trader1987      ( Date: 27-Oct-2021 09:37) Posted: VERY NAIVE thinking of retailers that prices ' will not' go below $0.08
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randomtan16 Member	27-Oct-2021 11:38        randomtan16 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The MGO CANNOT be removed at all without the consent of Security Industry Council.  And that' s very very unlikely.  The MGO will end on 3 Nov 2021 REGARDLESS of acceptance level.
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investshare Supreme	27-Oct-2021 11:05        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	How can MGO be removed anytime? chart_expert123      ( Date: 27-Oct-2021 09:58) Posted: When MGO at 8 cents is ended soon next week, here start to speculating 12.4 or 20 cents. Do your own due diligent. The wall is thinner and TH MGO offer in sgx may remove anytime from now.
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dcproperty Senior	27-Oct-2021 10:57        dcproperty About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, since you aren' t vested. Why keep talking. If smm truly come down, it would be good for you, right? Or you just like to talk down so that you can buy? Unless you are big BB or fund manager, need to buy a lot, if not you need not keep talking. Occasionally,  I visiting this forum. I can tell you are one of them talking the most. Since you called yourself as " chart expert" , but you never or seldom (Pardon me if i missed) talk about things according to chart leh. You repeating, repeating same many things again and again, but not things on chart leh. I don' t mind learn about charting from you. I don' t mind vest share more, not just this counter. thanks chart_expert123      ( Date: 27-Oct-2021 09:58) Posted: When MGO at 8 cents is ended soon next week, here start to speculating 12.4 or 20 cents. Do your own due diligent. The wall is thinner and TH MGO offer in sgx may remove anytime from now.
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chart_expert123 Master	27-Oct-2021 09:58        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	When MGO at 8 cents is ended soon next week, here start to speculating 12.4 or 20 cents. Do your own due diligent. The wall is thinner and TH MGO offer in sgx may remove anytime from now.
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investshare Supreme	27-Oct-2021 09:53        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	But if it goes below 8c, can just sell to Temasek? Trader1987      ( Date: 27-Oct-2021 09:37) Posted: VERY NAIVE thinking of retailers that prices ' will not' go below $0.08
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Trader1987 Veteran	27-Oct-2021 09:42        Trader1987 About Contact  Quote this Post!
x 0   x 0  Alert Admin	After $0.20 massive rights issuance, many supporters also do not see another rights happening. But it happened, at $0.08 😝 guess your are one of the supporter back then? And still is. ttbanthony      ( Date: 26-Oct-2021 20:49) Posted: They have announced 2022 no need funding. Can call or email to confirm again. The issue is everyone fearful of another rights. I don see this happening. Rather some projects should be able to deliver and collect money and cash accretive KC pain (their suit) is SCM gain. Buy this must keep. If no faith or can t hold, sell to TH now. Those leftists had lost a lot or wish to talk it down to collect or perhaps a bona fide Warner like what I did in Ninjia thread.
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Trader1987 Veteran	27-Oct-2021 09:37        Trader1987 About Contact  Quote this Post!
x 0   x 0  Alert Admin	VERY NAIVE thinking of retailers that prices ' will not' go below $0.08
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shortyboy Member	27-Oct-2021 09:11        shortyboy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed. else market maker will not been suppress the price for weeks. Should be long planned agenda ahbui8      ( Date: 27-Oct-2021 00:32) Posted: I like your point, most importantly Keppel and TH believe the report.  My view as at current 7.9cts share price, I think Market prefer the MGO to become unconditional so that TH will own SCM for more than 50%.  Oxtail      ( Date: 26-Oct-2021 22:10) Posted: Actually, they did give us information. They hired an independent finacial adviser. They shared the report with us.  https://links.sgx.com/1.0.0/corporate-announcements/ATZCOKMNZANUX51Y/121f468e9739509f01207a724757d1fed703bbd762abdd64351669cd4a0d4402 It is Offeree Circular.pdf.  The independent finacial adviser has recommended to reject the offer. It is on pg 48.  " our estimated value range of the Shares is between S$0.125 and S$0.14, based on the mean and median P/NAV ratios of the Comparable Companies of 1.1 times, and the estimated projected NAV per Share of S$0.1246 as at 31 December 2021 which takes into consideration the recently completed Rights Issue and the expected losses for 2H2021.  Hence, we are of the opinion that the Offer Price of S$0.08 is not fair and not reasonable, as it is below our estimated value range of the Shares. " They also told us how they reach to their conclusion at pg 40 to pg 46.  The valuation report is on pg 235 where they estimated scm to be  SGD 7.7 billion to 8.8 billion It is ok that you don' t believe that report. I dont believe that report. The bulls dont believe it. The bears dont believe it. The most important is TH and Kepel believes it.  My opinion If TH is really serious in merging, then, they have to work fast. The window is closing.  if SCM goes above 16cents, that means market is helping TH to negotiate with kepel.  if SCM goes below 8 cents, that means market is a burden to TH. With such a low P/B, they might as well buy the whole company. Then, with the money save in SCM, buy Kepel OG, merge and then relist at a much higher value.  For MSH, if SCM goes above 16cents, we all happy.    if SCM goes below 8 cents, base on the report, I think as long as we average down to 0.8 of PB. We should be safe.
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investshare Supreme	27-Oct-2021 08:18        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like Temasek may strike Toto, and privatize it at 8c.
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chart_expert123 Master	27-Oct-2021 07:45        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	Subscription rate is below 93% excluding TH Subscription, it is around 40% only at 8cents. Financial institutes are not stupid. Oxtail      ( Date: 26-Oct-2021 22:10) Posted: Actually, they did give us information. They hired an independent finacial adviser. They shared the report with us.  https://links.sgx.com/1.0.0/corporate-announcements/ATZCOKMNZANUX51Y/121f468e9739509f01207a724757d1fed703bbd762abdd64351669cd4a0d4402 It is Offeree Circular.pdf.  The independent finacial adviser has recommended to reject the offer. It is on pg 48.  " our estimated value range of the Shares is between S$0.125 and S$0.14, based on the mean and median P/NAV ratios of the Comparable Companies of 1.1 times, and the estimated projected NAV per Share of S$0.1246 as at 31 December 2021 which takes into consideration the recently completed Rights Issue and the expected losses for 2H2021.  Hence, we are of the opinion that the Offer Price of S$0.08 is not fair and not reasonable, as it is below our estimated value range of the Shares. " They also told us how they reach to their conclusion at pg 40 to pg 46.  The valuation report is on pg 235 where they estimated scm to be  SGD 7.7 billion to 8.8 billion It is ok that you don' t believe that report. I dont believe that report. The bulls dont believe it. The bears dont believe it. The most important is TH and Kepel believes it.  My opinion If TH is really serious in merging, then, they have to work fast. The window is closing.  if SCM goes above 16cents, that means market is helping TH to negotiate with kepel.  if SCM goes below 8 cents, that means market is a burden to TH. With such a low P/B, they might as well buy the whole company. Then, with the money save in SCM, buy Kepel OG, merge and then relist at a much higher value.  For MSH, if SCM goes above 16cents, we all happy.    if SCM goes below 8 cents, base on the report, I think as long as we average down to 0.8 of PB. We should be safe.    MANFREDTMK      ( Date: 26-Oct-2021 20:21) Posted: Yes, transparency is paramount. Oil prices hit record high and oil counters rose 20 to 30%. Green energy is the game changer for this decade. Yet SM continues to falter. Some forward guidance and prospect are vital, rather than letting everyone keeps guessing. The PR department must offer some insights for investors so that investors can make an informed decision, more so at this point in time, to accept or reject the OFFER.
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ahbui8 Master	27-Oct-2021 00:32        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I like your point, most importantly Keppel and TH believe the report.  My view as at current 7.9cts share price, I think Market prefer the MGO to become unconditional so that TH will own SCM for more than 50%.  Oxtail      ( Date: 26-Oct-2021 22:10) Posted: Actually, they did give us information. They hired an independent finacial adviser. They shared the report with us.  https://links.sgx.com/1.0.0/corporate-announcements/ATZCOKMNZANUX51Y/121f468e9739509f01207a724757d1fed703bbd762abdd64351669cd4a0d4402 It is Offeree Circular.pdf.  The independent finacial adviser has recommended to reject the offer. It is on pg 48.  " our estimated value range of the Shares is between S$0.125 and S$0.14, based on the mean and median P/NAV ratios of the Comparable Companies of 1.1 times, and the estimated projected NAV per Share of S$0.1246 as at 31 December 2021 which takes into consideration the recently completed Rights Issue and the expected losses for 2H2021.  Hence, we are of the opinion that the Offer Price of S$0.08 is not fair and not reasonable, as it is below our estimated value range of the Shares. " They also told us how they reach to their conclusion at pg 40 to pg 46.  The valuation report is on pg 235 where they estimated scm to be  SGD 7.7 billion to 8.8 billion It is ok that you don' t believe that report. I dont believe that report. The bulls dont believe it. The bears dont believe it. The most important is TH and Kepel believes it.  My opinion If TH is really serious in merging, then, they have to work fast. The window is closing.  if SCM goes above 16cents, that means market is helping TH to negotiate with kepel.  if SCM goes below 8 cents, that means market is a burden to TH. With such a low P/B, they might as well buy the whole company. Then, with the money save in SCM, buy Kepel OG, merge and then relist at a much higher value.  For MSH, if SCM goes above 16cents, we all happy.    if SCM goes below 8 cents, base on the report, I think as long as we average down to 0.8 of PB. We should be safe.    MANFREDTMK      ( Date: 26-Oct-2021 20:21) Posted: Yes, transparency is paramount. Oil prices hit record high and oil counters rose 20 to 30%. Green energy is the game changer for this decade. Yet SM continues to falter. Some forward guidance and prospect are vital, rather than letting everyone keeps guessing. The PR department must offer some insights for investors so that investors can make an informed decision, more so at this point in time, to accept or reject the OFFER.
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ahbui8 Master	27-Oct-2021 00:06        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	By 10th Nov Chagatai      ( Date: 26-Oct-2021 22:45) Posted: If I sell at MO 8c, how do I know and when do I know the offer is accepted by TH?
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Chagatai Veteran	26-Oct-2021 22:45        Chagatai About Contact  Quote this Post!
x 0   x 0  Alert Admin	If I sell at MO 8c, how do I know and when do I know the offer is accepted by TH?
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pkli899 Supreme	26-Oct-2021 22:21        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I like your opinion. Thanks. Oxtail      ( Date: 26-Oct-2021 22:10) Posted: Actually, they did give us information. They hired an independent finacial adviser. They shared the report with us.  https://links.sgx.com/1.0.0/corporate-announcements/ATZCOKMNZANUX51Y/121f468e9739509f01207a724757d1fed703bbd762abdd64351669cd4a0d4402 It is Offeree Circular.pdf.  The independent finacial adviser has recommended to reject the offer. It is on pg 48.  " our estimated value range of the Shares is between S$0.125 and S$0.14, based on the mean and median P/NAV ratios of the Comparable Companies of 1.1 times, and the estimated projected NAV per Share of S$0.1246 as at 31 December 2021 which takes into consideration the recently completed Rights Issue and the expected losses for 2H2021.  Hence, we are of the opinion that the Offer Price of S$0.08 is not fair and not reasonable, as it is below our estimated value range of the Shares. " They also told us how they reach to their conclusion at pg 40 to pg 46.  The valuation report is on pg 235 where they estimated scm to be  SGD 7.7 billion to 8.8 billion It is ok that you don' t believe that report. I dont believe that report. The bulls dont believe it. The bears dont believe it. The most important is TH and Kepel believes it.  My opinion If TH is really serious in merging, then, they have to work fast. The window is closing.  if SCM goes above 16cents, that means market is helping TH to negotiate with kepel.  if SCM goes below 8 cents, that means market is a burden to TH. With such a low P/B, they might as well buy the whole company. Then, with the money save in SCM, buy Kepel OG, merge and then relist at a much higher value.  For MSH, if SCM goes above 16cents, we all happy.    if SCM goes below 8 cents, base on the report, I think as long as we average down to 0.8 of PB. We should be safe.    MANFREDTMK      ( Date: 26-Oct-2021 20:21) Posted: Yes, transparency is paramount. Oil prices hit record high and oil counters rose 20 to 30%. Green energy is the game changer for this decade. Yet SM continues to falter. Some forward guidance and prospect are vital, rather than letting everyone keeps guessing. The PR department must offer some insights for investors so that investors can make an informed decision, more so at this point in time, to accept or reject the OFFER.
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pkli899 Supreme	26-Oct-2021 22:20        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wah lao.....of course no la! tth1311      ( Date: 26-Oct-2021 22:05) Posted: is it mandatory conditional to sell to the offerer? pkli899      ( Date: 26-Oct-2021 10:48) Posted: Me no sell....bought more instead
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ttbanthony Veteran	26-Oct-2021 22:17        ttbanthony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yeah for longists, hear what better, Oxtail and Stanley said. For leftists, we have uniquo (something?), cmkpd, Chartedpert1123. This thread is good very active and full of differing views. Yes. Oxtail posted below. I read it as well That?s why I am confident 0.124 will sure hit. Time? Before cny I hope. ttbanthony      ( Date: 26-Oct-2021 22:07) Posted: Get better to comment. He is better really. More insightful. But you may try to write to their Ir, you will feel better. Hold and don sell. This is my take. You decide MANFREDTMK      ( Date: 26-Oct-2021 21:05) Posted: Thanks for the invaluable information. I keep wondering why nothing is mentioned about the progress payments coming in, and only the costs are reiterated. Most importantly, this information goes a long way to clear the big concern of another Rights issue.
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Oxtail Member	26-Oct-2021 22:10        Oxtail About Contact  Quote this Post!
x 1   x 0  Alert Admin	Actually, they did give us information. They hired an independent finacial adviser. They shared the report with us.  https://links.sgx.com/1.0.0/corporate-announcements/ATZCOKMNZANUX51Y/121f468e9739509f01207a724757d1fed703bbd762abdd64351669cd4a0d4402 It is Offeree Circular.pdf.  The independent finacial adviser has recommended to reject the offer. It is on pg 48.  " our estimated value range of the Shares is between S$0.125 and S$0.14, based on the mean and median P/NAV ratios of the Comparable Companies of 1.1 times, and the estimated projected NAV per Share of S$0.1246 as at 31 December 2021 which takes into consideration the recently completed Rights Issue and the expected losses for 2H2021.  Hence, we are of the opinion that the Offer Price of S$0.08 is not fair and not reasonable, as it is below our estimated value range of the Shares. " They also told us how they reach to their conclusion at pg 40 to pg 46.  The valuation report is on pg 235 where they estimated scm to be  SGD 7.7 billion to 8.8 billion It is ok that you don' t believe that report. I dont believe that report. The bulls dont believe it. The bears dont believe it. The most important is TH and Kepel believes it.  My opinion If TH is really serious in merging, then, they have to work fast. The window is closing.  if SCM goes above 16cents, that means market is helping TH to negotiate with kepel.  if SCM goes below 8 cents, that means market is a burden to TH. With such a low P/B, they might as well buy the whole company. Then, with the money save in SCM, buy Kepel OG, merge and then relist at a much higher value.  For MSH, if SCM goes above 16cents, we all happy.    if SCM goes below 8 cents, base on the report, I think as long as we average down to 0.8 of PB. We should be safe.    MANFREDTMK      ( Date: 26-Oct-2021 20:21) Posted: Yes, transparency is paramount. Oil prices hit record high and oil counters rose 20 to 30%. Green energy is the game changer for this decade. Yet SM continues to falter. Some forward guidance and prospect are vital, rather than letting everyone keeps guessing. The PR department must offer some insights for investors so that investors can make an informed decision, more so at this point in time, to accept or reject the OFFER. honesty      ( Date: 26-Oct-2021 17:36) Posted: Mr oei owns 10% of raffles and spoke against,, shouldnt majority shareholders come out publcly to talk abt their invesments in smm and give some assurances to minorirty public shareholders and rather let this forum to wildly insinuate poor mgmt etc? clear the air as well as what' s in the pipeline for shareholders to hang on and if merger will materialise hope we hear something soo
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