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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
bystander1965 Supreme	04-Feb-2021 14:08        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Yes the estimate is that the rights stuff will give them 2 years of breathing space. That is why I am watching this year. Godwinlow      ( Date: 04-Feb-2021 14:06) Posted: That' s why it' s very important Sembmarine manage its cost very well and its cash flow. Once the cash flow bleeds out. It will be in a very dangerous position. I will be taking note of its cash flow and their strategy going ahead
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BrainiakZ Member	04-Feb-2021 14:07        BrainiakZ About Contact  Quote this Post!
x 0   x 0  Alert Admin	Abt to ask for views on the ding dong at 148... bystander1965      ( Date: 04-Feb-2021 14:06) Posted: Today the battleground seems to be 0.148.
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bystander1965 Supreme	04-Feb-2021 14:06        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Today the battleground seems to be 0.148.
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Godwinlow Elite	04-Feb-2021 14:06        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	That' s why it' s very important Sembmarine manage its cost very well and its cash flow. Once the cash flow bleeds out. It will be in a very dangerous position. I will be taking note of its cash flow and their strategy going ahead
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Godwinlow Elite	04-Feb-2021 14:04        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Investments has risk and reward. Sembmarine is a turnaround story. Most of us are hoping for a turn around. Where Sembmarine can become profitable again. It won' t be so fast. Orders takes time to win. Even win needs take time to built.
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bystander1965 Supreme	04-Feb-2021 14:04        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Actually by your argument, Singapore is dead already. All businesses all cannot compete. Is that true though? bystander1965      ( Date: 04-Feb-2021 13:57) Posted: Well, SMM opened a state of the art steel fabrication workshop in Tuas a few years back. I am sure they know what they are doing. I don' t expect the manufacturing involves people running around. Also, perhaps no transport cost will offset their cost. lhc1964      ( Date: 04-Feb-2021 13:51) Posted: Yes, China has to import Iron ore to make steel , Singapore does not even has the chance to import iron ore to make steel . Who has a better costing in materials
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bystander1965 Supreme	04-Feb-2021 13:59        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Well, to each his own. Obviously you have written it off. Then why are you here? **scratch head** If we looked only at the past, we can all pack and go home already. Some may see a different future after analysing the situations. They could be right and could be wrong. They just have live with the decision. What has got to do with you? Right? lhc1964      ( Date: 04-Feb-2021 13:56) Posted: The probem in invesment is, those who are stuck in high price still dare not admit his/her mistake ! Many paid righ issue at  0.20 . and are trying to average at lower price now. Does Self delusion solve the real fundamental problem ?
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bystander1965 Supreme	04-Feb-2021 13:57        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Well, SMM opened a state of the art steel fabrication workshop in Tuas a few years back. I am sure they know what they are doing. I don' t expect the manufacturing involves people running around. Also, perhaps no transport cost will offset their cost. lhc1964      ( Date: 04-Feb-2021 13:51) Posted: Yes, China has to import Iron ore to make steel , Singapore does not even has the chance to import iron ore to make steel . Who has a better costing in materials ? bystander1965      ( Date: 04-Feb-2021 13:23) Posted: You never answered my question posted a few days ago leh. Do you where China' s raw material is from? Secondly, building it say in the north sea is different from building it along the coast. Thirdly, like it or not, EU/US and China are not completely friends. So ..
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lhc1964 Senior	04-Feb-2021 13:56        lhc1964 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The probem in invesment is, those who are stuck in high price still dare not admit his/her mistake ! Many paid righ issue at  0.20 . and are trying to average at lower price now. Does Self delusion solve the real fundamental problem ?
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lhc1964 Senior	04-Feb-2021 13:51        lhc1964 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, China has to import Iron ore to make steel , Singapore does not even has the chance to import iron ore to make steel . Who has a better costing in materials ? bystander1965      ( Date: 04-Feb-2021 13:23) Posted: You never answered my question posted a few days ago leh. Do you where China' s raw material is from? Secondly, building it say in the north sea is different from building it along the coast. Thirdly, like it or not, EU/US and China are not completely friends. So ... lhc1964      ( Date: 04-Feb-2021 13:18) Posted: I was In Shanghai more than 2 years ago , we drove past zhejing province , there were so many Wind Turbines along the sea coast . Understand there were built by Company of China . Believe China can do it at a cheapest prcie beacsue they have the  raw materials. Whereas Singapore has to import amost everything , including workers plus levies. How to compete with China
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Godwinlow Elite	04-Feb-2021 13:29        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for sharing your thoughts. Much appreciated  FATABA      ( Date: 04-Feb-2021 13:01) Posted: First normally for large big contract ( which can influence share prices immediately ) should be announced when awarded.  THere are also some small conversion jobs which may add up after a quarter ( which some choose to update qtrly ) .  I dont think SGX has rule governing this . SGX do has rule that require announcment if  impact its share price ( however how to judge)  Anyway , clean energy ( I maybe wrong too) has many areas.  Use solar panel is dirt cheap dog eat dog business.  However, the ability to study and advise and offer a total solution say to install these over a bay area ( able to withstand sea water wave etc over years)  cld be another issue ( certainly w more porfit )  I dont think SM and KOM are going the low tech area ....more so w their CONNECTIONS and knowhow , they can go habd in hand w some big energy players like Shell as an example,  So I am really waiting for each update from the management ( as its certainly still a learning way for me in this new field )  Good luck    Godwinlow      ( Date: 04-Feb-2021 11:42) Posted: Based on your understanding. Is clean energy a profitable business? Seems to me a Low margin business
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FATABA Supreme	04-Feb-2021 13:29        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	One other v important point ....( just like vaccine ) ....why no ppl prefer Snivac ( sorry no offence except those poor nation as it was suppose to be $5 each or sometihing ) ......at the end efficiency and quality still count . The north sea project is a good example too.  Anyway time will tell.  bystander1965      ( Date: 04-Feb-2021 13:23) Posted: You never answered my question posted a few days ago leh. Do you where China' s raw material is from? Secondly, building it say in the north sea is different from building it along the coast. Thirdly, like it or not, EU/US and China are not completely friends. So ... lhc1964      ( Date: 04-Feb-2021 13:18) Posted: I was In Shanghai more than 2 years ago , we drove past zhejing province , there were so many Wind Turbines along the sea coast . Understand there were built by Company of China . Believe China can do it at a cheapest prcie beacsue they have the  raw materials. Whereas Singapore has to import amost everything , including workers plus levies. How to compete with China
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Godwinlow Elite	04-Feb-2021 13:28        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya lo. Keppel O& M is a liability more than assets already. Not worth at all bystander1965      ( Date: 04-Feb-2021 13:09) Posted: Look at KOM' s numbers right now. As a SMM SH one should be happy that the merger is not happening right now. tongphlp      ( Date: 04-Feb-2021 13:06) Posted: Sad :
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Godwinlow Elite	04-Feb-2021 13:26        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	True lhc1964      ( Date: 04-Feb-2021 13:18) Posted: I was In Shanghai more than 2 years ago , we drove past zhejing province , there were so many Wind Turbines along the sea coast . Understand there were built by Company of China . Believe China can do it at a cheapest prcie beacsue they have the  raw materials. Whereas Singapore has to import amost everything , including workers plus levies. How to compete with China ? FATABA      ( Date: 04-Feb-2021 13:01) Posted: First normally for large big contract ( which can influence share prices immediately ) should be announced when awarded.  THere are also some small conversion jobs which may add up after a quarter ( which some choose to update qtrly ) .  I dont think SGX has rule governing this . SGX do has rule that require announcment if  impact its share price ( however how to judge)  Anyway , clean energy ( I maybe wrong too) has many areas.  Use solar panel is dirt cheap dog eat dog business.  However, the ability to study and advise and offer a total solution say to install these over a bay area ( able to withstand sea water wave etc over years)  cld be another issue ( certainly w more porfit )  I dont think SM and KOM are going the low tech area ....more so w their CONNECTIONS and knowhow , they can go habd in hand w some big energy players like Shell as an example,  So I am really waiting for each update from the management ( as its certainly still a learning way for me in this new field )  Good luck
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bystander1965 Supreme	04-Feb-2021 13:26        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Actually I would expect a lot of automation to play an important part in this. So it' s not just pure raw man power. bystander1965      ( Date: 04-Feb-2021 13:23) Posted: You never answered my question posted a few days ago leh. Do you where China' s raw material is from? Secondly, building it say in the north sea is different from building it along the coast. Thirdly, like it or not, EU/US and China are not completely friends. So ... lhc1964      ( Date: 04-Feb-2021 13:18) Posted: I was In Shanghai more than 2 years ago , we drove past zhejing province , there were so many Wind Turbines along the sea coast . Understand there were built by Company of China . Believe China can do it at a cheapest prcie beacsue they have the  raw materials. Whereas Singapore has to import amost everything , including workers plus levies. How to compete with China
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bystander1965 Supreme	04-Feb-2021 13:23        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	You never answered my question posted a few days ago leh. Do you where China' s raw material is from? Secondly, building it say in the north sea is different from building it along the coast. Thirdly, like it or not, EU/US and China are not completely friends. So ... lhc1964      ( Date: 04-Feb-2021 13:18) Posted: I was In Shanghai more than 2 years ago , we drove past zhejing province , there were so many Wind Turbines along the sea coast . Understand there were built by Company of China . Believe China can do it at a cheapest prcie beacsue they have the  raw materials. Whereas Singapore has to import amost everything , including workers plus levies. How to compete with China ? FATABA      ( Date: 04-Feb-2021 13:01) Posted: First normally for large big contract ( which can influence share prices immediately ) should be announced when awarded.  THere are also some small conversion jobs which may add up after a quarter ( which some choose to update qtrly ) .  I dont think SGX has rule governing this . SGX do has rule that require announcment if  impact its share price ( however how to judge)  Anyway , clean energy ( I maybe wrong too) has many areas.  Use solar panel is dirt cheap dog eat dog business.  However, the ability to study and advise and offer a total solution say to install these over a bay area ( able to withstand sea water wave etc over years)  cld be another issue ( certainly w more porfit )  I dont think SM and KOM are going the low tech area ....more so w their CONNECTIONS and knowhow , they can go habd in hand w some big energy players like Shell as an example,  So I am really waiting for each update from the management ( as its certainly still a learning way for me in this new field )  Good luck
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lhc1964 Senior	04-Feb-2021 13:18        lhc1964 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I was In Shanghai more than 2 years ago , we drove past zhejing province , there were so many Wind Turbines along the sea coast . Understand there were built by Company of China . Believe China can do it at a cheapest prcie beacsue they have the  raw materials. Whereas Singapore has to import amost everything , including workers plus levies. How to compete with China ? FATABA      ( Date: 04-Feb-2021 13:01) Posted: First normally for large big contract ( which can influence share prices immediately ) should be announced when awarded.  THere are also some small conversion jobs which may add up after a quarter ( which some choose to update qtrly ) .  I dont think SGX has rule governing this . SGX do has rule that require announcment if  impact its share price ( however how to judge)  Anyway , clean energy ( I maybe wrong too) has many areas.  Use solar panel is dirt cheap dog eat dog business.  However, the ability to study and advise and offer a total solution say to install these over a bay area ( able to withstand sea water wave etc over years)  cld be another issue ( certainly w more porfit )  I dont think SM and KOM are going the low tech area ....more so w their CONNECTIONS and knowhow , they can go habd in hand w some big energy players like Shell as an example,  So I am really waiting for each update from the management ( as its certainly still a learning way for me in this new field )  Good luck    Godwinlow      ( Date: 04-Feb-2021 11:42) Posted: Based on your understanding. Is clean energy a profitable business? Seems to me a Low margin business
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bystander1965 Supreme	04-Feb-2021 13:09        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Look at KOM' s numbers right now. As a SMM SH one should be happy that the merger is not happening right now. tongphlp      ( Date: 04-Feb-2021 13:06) Posted: Sad :( bystander1965      ( Date: 04-Feb-2021 12:26) Posted: The merger is just a market hype for traders. It doesn' t make any sense right now or had been for months when everyone was singing the tune. Although KC left the door open in their report, I won' t bother about that right now because it makes no sense now.
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tongphlp Supreme	04-Feb-2021 13:06        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sad :( bystander1965      ( Date: 04-Feb-2021 12:26) Posted: The merger is just a market hype for traders. It doesn' t make any sense right now or had been for months when everyone was singing the tune. Although KC left the door open in their report, I won' t bother about that right now because it makes no sense now.   112233      ( Date: 04-Feb-2021 11:48) Posted: win a few contracts can leow. dont count on merger IMHO.
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FATABA Supreme	04-Feb-2021 13:01        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	First normally for large big contract ( which can influence share prices immediately ) should be announced when awarded.  THere are also some small conversion jobs which may add up after a quarter ( which some choose to update qtrly ) .  I dont think SGX has rule governing this . SGX do has rule that require announcment if  impact its share price ( however how to judge)  Anyway , clean energy ( I maybe wrong too) has many areas.  Use solar panel is dirt cheap dog eat dog business.  However, the ability to study and advise and offer a total solution say to install these over a bay area ( able to withstand sea water wave etc over years)  cld be another issue ( certainly w more porfit )  I dont think SM and KOM are going the low tech area ....more so w their CONNECTIONS and knowhow , they can go habd in hand w some big energy players like Shell as an example,  So I am really waiting for each update from the management ( as its certainly still a learning way for me in this new field )  Good luck    Godwinlow      ( Date: 04-Feb-2021 11:42) Posted: Based on your understanding. Is clean energy a profitable business? Seems to me a Low margin business  FATABA      ( Date: 04-Feb-2021 11:41) Posted: Some of SM potential are fesibility studies or some jv work on new potential development in Clean energy ( wind turbine testing in certain area /sectors)  Progress or update on these areas wld be good.  ONCE into certain stage ...the contract win is alrdy given . No buyers would like to start off w another  partner who has not done the initial testing.  So SM do stand a good chance w knowhow, and good record for long build solid projects.  Just awaiting 26th update. However, its also logical NOT to expect $$ to flow in so quickly  Dyodd
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