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SembCorp Marine- The new Frontier. Post Reply Rate topic
blackpearl Member	14-Nov-2021 14:54        blackpearl About Contact  Quote this Post!
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beng1102 Elite	14-Nov-2021 14:44        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes.  Is time to buy million of shares and still away for 2 to 5 years.  Time is on our side.  better      ( Date: 14-Nov-2021 12:44) Posted: UOB analyst report for SCM is out on sginvestors. Key takeaway: SCM bidding for projects worth over $10billion. Higher intetest on partially completed Setes drillships. Mgt confirmed no need for further fund raising. More upgrade and retrofit contracts on the way. Labour shortage easing as MOM has opened the border for India foreign workers.
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Hawker80 Senior	14-Nov-2021 13:30        Hawker80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Trust me... It wont be cash flow poistive by next Jan... please dont bullshit.. better      ( Date: 12-Nov-2021 22:08) Posted: would be cash flow positive by next Jan.  As non of their projects were cancelled, the expected cash collection upon project completion and delivery was simply delayed.   investshare      ( Date: 12-Nov-2021 21:50) Posted: Hi what is its cash burn rate
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MANFREDTMK Master	14-Nov-2021 13:21        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	More Anal-Lysts will miss the smell after such a long time and will also Upgrade SM soon. Monkey see, Monkey likes, Monkey do. Hope is in the air, more so after Tuesday. better      ( Date: 14-Nov-2021 12:44) Posted: UOB analyst report for SCM is out on sginvestors. Key takeaway: SCM bidding for projects worth over $10billion. Higher intetest on partially completed Setes drillships. Mgt confirmed no need for further fund raising. More upgrade and retrofit contracts on the way. Labour shortage easing as MOM has opened the border for India foreign workers.
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better Elite	14-Nov-2021 12:44        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	UOB analyst report for SCM is out on sginvestors. Key takeaway: SCM bidding for projects worth over $10billion. Higher intetest on partially completed Setes drillships. Mgt confirmed no need for further fund raising. More upgrade and retrofit contracts on the way. Labour shortage easing as MOM has opened the border for India foreign workers.
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ttbanthony Veteran	13-Nov-2021 14:23        ttbanthony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes the shortlists are turning into longists. beng1102      ( Date: 13-Nov-2021 13:11) Posted: open short interest from MAS website is decling week after week and the pace is accelerating.  Even the hardcore shortists are turning. SEMBCORP MARINE LTD 20211008 60,049,516 SEMBCORP MARINE LTD 20211015 49,523,916 SEMBCORP MARINE LTD 20211022 51,069,216 SEMBCORP MARINE LTD 20211029 48,299,616 SEMBCORP MARINE LTD 20211105 19,149,747 ahbui8      ( Date: 13-Nov-2021 12:27) Posted: Yes SCM is sinking everything this year so that next year can be profitable in order to avoid a 5 year losses.
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beng1102 Elite	13-Nov-2021 13:11        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	open short interest from MAS website is decling week after week and the pace is accelerating.  Even the hardcore shortists are turning. SEMBCORP MARINE LTD 20211008 60,049,516 SEMBCORP MARINE LTD 20211015 49,523,916 SEMBCORP MARINE LTD 20211022 51,069,216 SEMBCORP MARINE LTD 20211029 48,299,616 SEMBCORP MARINE LTD 20211105 19,149,747 ahbui8      ( Date: 13-Nov-2021 12:27) Posted: Yes SCM is sinking everything this year so that next year can be profitable in order to avoid a 5 year losses.  MANFREDTMK      ( Date: 12-Nov-2021 22:15) Posted: Progress payments are paid based on percentage of work completed over several years so only recognized when certain milestones are hit. So it?s not a big deal over a few months but bad for sentiment. Management may be trying to kitchen sink everything this year, then next year will be a better year.
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ahbui8 Master	13-Nov-2021 12:27        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes SCM is sinking everything this year so that next year can be profitable in order to avoid a 5 year losses.  MANFREDTMK      ( Date: 12-Nov-2021 22:15) Posted: Progress payments are paid based on percentage of work completed over several years so only recognized when certain milestones are hit. So it?s not a big deal over a few months but bad for sentiment. Management may be trying to kitchen sink everything this year, then next year will be a better year. better      ( Date: 12-Nov-2021 22:08) Posted: would be cash flow positive by next Jan.  As non of their projects were cancelled, the expected cash collection upon project completion and delivery was simply delayed.
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MANFREDTMK Master	13-Nov-2021 11:34        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Like what KKH said, we punt because we think SM is undervalued and safe based on current financial metrics. To us, what matters most is Entry price. Entry price is prime property, not Orchard road property MANFREDTMK      ( Date: 13-Nov-2021 11:27) Posted: If you have confidence in the prospect of O and M, then SM is the Pure play, Keppel is a diversified portfolio. Besides, Keppel has to pay more for SPH after Ong Beng Seng felt the offer price was too low and hence make a counter offer. investshare      ( Date: 13-Nov-2021 08:38) Posted: Thank
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MANFREDTMK Master	13-Nov-2021 11:27        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	If you have confidence in the prospect of O and M, then SM is the Pure play, Keppel is a diversified portfolio. Besides, Keppel has to pay more for SPH after Ong Beng Seng felt the offer price was too low and hence make a counter offer. investshare      ( Date: 13-Nov-2021 08:38) Posted: Thanks kkhhoo      ( Date: 12-Nov-2021 16:42) Posted: I mean all the OG industry, If Keppel is still keeping their OG, Yes, they will benefit as well. For sure, many more OG related company in the market with healthy financial.. definately SCM is not the best choice. But it is good for gambling. as it is hot and cheap (by share price only). For my view, the profit is more than lost because of the industry nature. So I put my bet on it.
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investshare Supreme	13-Nov-2021 08:38        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks kkhhoo      ( Date: 12-Nov-2021 16:42) Posted: I mean all the OG industry, If Keppel is still keeping their OG, Yes, they will benefit as well. For sure, many more OG related company in the market with healthy financial.. definately SCM is not the best choice. But it is good for gambling. as it is hot and cheap (by share price only). For my view, the profit is more than lost because of the industry nature. So I put my bet on it.  investshare      ( Date: 12-Nov-2021 16:15) Posted: Thanks. But all you said would also benefit keppel, would keppel be a better bet
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naoshingo Elite	12-Nov-2021 22:17        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good Watch. The Fall of Neptune Orient Lines: Singapore' s National Shipping Company https://youtu.be/dBNKgGxpHwY
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MANFREDTMK Master	12-Nov-2021 22:15        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Progress payments are paid based on percentage of work completed over several years so only recognized when certain milestones are hit. So it?s not a big deal over a few months but bad for sentiment. Management may be trying to kitchen sink everything this year, then next year will be a better year. better      ( Date: 12-Nov-2021 22:08) Posted: would be cash flow positive by next Jan.  As non of their projects were cancelled, the expected cash collection upon project completion and delivery was simply delayed.   investshare      ( Date: 12-Nov-2021 21:50) Posted: Hi what is its cash burn rate
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better Elite	12-Nov-2021 22:08        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	would be cash flow positive by next Jan.  As non of their projects were cancelled, the expected cash collection upon project completion and delivery was simply delayed.   investshare      ( Date: 12-Nov-2021 21:50) Posted: Hi what is its cash burn rate? better      ( Date: 12-Nov-2021 21:04) Posted: Pro forma gearing would be 0.29x if they use all the S$1.5 bil rights money to pay down debt. They used S$430 million shortly after rights issue to pay off a creditor who was hot on their heels. The rest they are keeping for working capital. Therefore, the gearing is 0.4x as mentioned in Q3 update
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MANFREDTMK Master	12-Nov-2021 22:07        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Watch this, in life, nothing is impossible as long as you have the grit. Ms Singapore stands a chance to win this year beauty pageant. https://www.facebook.com/1103311167/posts/10219532760885318/
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investshare Supreme	12-Nov-2021 21:50        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi what is its cash burn rate? better      ( Date: 12-Nov-2021 21:04) Posted: Pro forma gearing would be 0.29x if they use all the S$1.5 bil rights money to pay down debt. They used S$430 million shortly after rights issue to pay off a creditor who was hot on their heels. The rest they are keeping for working capital. Therefore, the gearing is 0.4x as mentioned in Q3 update. MANFREDTMK      ( Date: 12-Nov-2021 19:31) Posted: Gearing actually 0.25. How to go bankrupt, right
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MANFREDTMK Master	12-Nov-2021 21:20        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Great, you are a pro. Lucky to meet you. Have queue at 8.4 to accumulate more. better      ( Date: 12-Nov-2021 21:04) Posted: Pro forma gearing would be 0.29x if they use all the S$1.5 bil rights money to pay down debt. They used S$430 million shortly after rights issue to pay off a creditor who was hot on their heels. The rest they are keeping for working capital. Therefore, the gearing is 0.4x as mentioned in Q3 update. MANFREDTMK      ( Date: 12-Nov-2021 19:31) Posted: Gearing actually 0.25. How to go bankrupt, right
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better Elite	12-Nov-2021 21:04        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Pro forma gearing would be 0.29x if they use all the S$1.5 bil rights money to pay down debt. They used S$430 million shortly after rights issue to pay off a creditor who was hot on their heels. The rest they are keeping for working capital. Therefore, the gearing is 0.4x as mentioned in Q3 update. MANFREDTMK      ( Date: 12-Nov-2021 19:31) Posted: Gearing actually 0.25. How to go bankrupt, right? better      ( Date: 12-Nov-2021 19:19) Posted: Key words: Buy Target S$0.11 new contracts gearing fallen to 0.4x
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ttbanthony Veteran	12-Nov-2021 19:38        ttbanthony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Romans, Countrymen, Lend me your ears. What is stopping SCM to hit 0.094? Gearing drop ✅ Projects delivery ✅ Cash liquidity ✅ Green Energy contracts wins coming ✅ Grand Lady Temasek 55% ✅ I am suspecting 0.094 May be hit by end Nov but my time line remains Xmas. 🦃 turkey anyone? 🍾 🥂
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MANFREDTMK Master	12-Nov-2021 19:34        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, Green Energy is the game changer of the century, and only at its infancy. All things are looking bright, too bright. Wear sunglasses 😎 beng1102      ( Date: 12-Nov-2021 19:27) Posted: From MAS website open short position decline fast and furious in one week. SEMBCORP MARINE LTD 20211029 48,299,616 SEMBCORP MARINE LTD 20211105 19,149,747 beng1102      ( Date: 12-Nov-2021 19:21) Posted: Don' t trade.  Clean energy is the new gold, long term prospect and growth mean plenty of investor will come in.  So just buy million of shares and go away for 2 to 5 years.  Very likely it would be at least 50c in 2 years time
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