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Oxtail Member	07-May-2022 11:56        Oxtail About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://links.sgx.com/FileOpen/SCM%20%20Announcement%20Presentation%2027.4.2022.ashx?App=Announcement& FileID=714168 Page 12 at the bottom tiny footprint. " 1) Temasek to abstain from voting in all resolutions. "   uiop1223      ( Date: 07-May-2022 07:53) Posted: Temasek wants to merge. Minority sh cant do anything.
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limhokok Master	07-May-2022 10:52        limhokok About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is nice to hear from the Chief Welding Officer from SM after quite awhile. Your absence has been profoundly felt. Have a great weekend 🥃 🥃 🥃 Chagataii      ( Date: 06-May-2022 12:05) Posted: Kep Corp is a very stable proxy play for SM
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take5hi5 Member	07-May-2022 09:30        take5hi5 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No lah. In school day, we learnt a merger is more than sales figure. It also meant: - Economies of scale - tbe resources pool is being enlarged - Both KOM and SCM can tap into each other international yards - Individual strength  - Becoming competitive globally - etc There is many areas ro look into. At least, one competitor, not just being eliminated but in their camp now. Merger deal is good for shareholders.  ahbui8      ( Date: 06-May-2022 22:28) Posted: Actually the deal good or bad for SM still unknown yet, base on diluted NTA it' s look bad but if KOM able to build up order book more than SM by 5B on year end then it' s a fair deal. If KOM order book only more than SM by less than 2B on year end then it' s really can consider a bad deal for SM. Anyway if really bad deal, SH won' t be so stupid to vote for the merge. medium_boy      ( Date: 06-May-2022 20:38) Posted: I am worry that Q1 result no good or mediocre,  If not why SCM negotiate so badly with Keppel ?
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uiop1223 Supreme	07-May-2022 07:53        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek wants to merge. Minority sh cant do anything.
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Abe2021 Veteran	07-May-2022 06:22        Abe2021 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ahbui8, the producer knows what you are thinking what is KOM don't close deal. Like said wedding haven't not ring. To make you happy.... so sweet of the director and producer. So sweet... news just came in Keppel Offshore & Marine (Keppel O&M) has been awarded contracts worth $250 million from repeat customers. The contracts were received by Keppel O&M's subsidiary, Keppel Shipyard for the integration of two floating production storage and offloading (FPSO) vessels. The first contract was signed with BW Offshore, a fully-owned subsidiary of the BW group, where the former will work on a newbuild FPSO. The second contract was signed with Single Buoy Moorings (SBM), as well as a joint venture company between SBM and McDermott to undertake the fabrication, installation, and integration of topside Be Patience and wait BayWatch 2 Maybe UOB Loh is right about BayBerry.... Maybe lah.... don't take it serious. But you can be serious when PM Lee said so with a serious look There is a meeting place where Legacy and Future "Bay East" Singapore Marina and Marine does it sound the same
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Abe2021 Veteran	07-May-2022 06:09        Abe2021 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Before merger both are different entities and SMM is buying over KOM from KC. What will you do if both are in the same industries and to free up funds from one to another. Mr Brown called it "chau turtle" Rmb different accounts/entities, quite apparent right - KC was clinching deal after deal whereas SMM shareholders "kpkb" why no contract win!!! Of course cannot totally zero, already many are saying management lousy and CEO Wong should be fire. SMM managed to secured $1.3b whereas KOM net order book of $5.1b. Directorship and producer lah... Follow the script tiok boh tiok boh Your question about after merger should KOM closed lesser deals? Does it really matters? In this forum, hear so often until a little boy also can repeat "left pocket right pocket" After the wedding bell is over, one Enlarge Entity, BayBerry (BB) Important question is will the net order book surpass $6.4b with a market filled with exuberant and lots of activities. Listen to the way they named them "Legacy Rigs" and Bay-Berry. BayWatch 2 ahbui8      ( Date: 06-May-2022 22:28) Posted: Actually the deal good or bad for SM still unknown yet, base on diluted NTA it' s look bad but if KOM able to build up order book more than SM by 5B on year end then it' s a fair deal. If KOM order book only more than SM by less than 2B on year end then it' s really can consider a bad deal for SM. Anyway if really bad deal, SH won' t be so stupid to vote for the merge. medium_boy      ( Date: 06-May-2022 20:38) Posted: I am worry that Q1 result no good or mediocre,  If not why SCM negotiate so badly with Keppel ?
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ahbui8 Master	06-May-2022 22:28        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually the deal good or bad for SM still unknown yet, base on diluted NTA it' s look bad but if KOM able to build up order book more than SM by 5B on year end then it' s a fair deal. If KOM order book only more than SM by less than 2B on year end then it' s really can consider a bad deal for SM. Anyway if really bad deal, SH won' t be so stupid to vote for the merge. medium_boy      ( Date: 06-May-2022 20:38) Posted: I am worry that Q1 result no good or mediocre,  If not why SCM negotiate so badly with Keppel ?   datadatadata      ( Date: 06-May-2022 19:20) Posted: Yes, Q1 data will be good. It is pretty obvious. The information presented by SMM management last week gave up the leading indicator for a good showing
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medium_boy Member	06-May-2022 20:38        medium_boy About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am worry that Q1 result no good or mediocre,  If not why SCM negotiate so badly with Keppel ?   datadatadata      ( Date: 06-May-2022 19:20) Posted: Yes, Q1 data will be good. It is pretty obvious. The information presented by SMM management last week gave up the leading indicator for a good showing. GGTTAANN      ( Date: 06-May-2022 17:39) Posted: 1st Q 2022 result  will release on 18/5/22 before trading. !
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datadatadata Member	06-May-2022 19:20        datadatadata About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, Q1 data will be good. It is pretty obvious. The information presented by SMM management last week gave up the leading indicator for a good showing. GGTTAANN      ( Date: 06-May-2022 17:39) Posted: 1st Q 2022 result  will release on 18/5/22 before trading. !  ahbui8      ( Date: 06-May-2022 11:46) Posted: those still holding, don' t worry, merge deal will never let ppl willing to sell at losses below 9cts unless 1st Q update with big surprise of negative new.
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siewmai Member	06-May-2022 18:14        siewmai About Contact  Quote this Post!
x 0   x 0  Alert Admin	It better be a good one!
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GGTTAANN Senior	06-May-2022 17:39        GGTTAANN About Contact  Quote this Post!
x 0   x 0  Alert Admin	1st Q 2022 result  will release on 18/5/22 before trading. !  ahbui8      ( Date: 06-May-2022 11:46) Posted: those still holding, don' t worry, merge deal will never let ppl willing to sell at losses below 9cts unless 1st Q update with big surprise of negative new.
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GGTTAANN Senior	06-May-2022 16:40        GGTTAANN About Contact  Quote this Post!
x 0   x 0  Alert Admin	Till now 65% of the volume transacted at 0.096. Suspect some good news after closing. will  buy back those i sold this morning at a loss.   pkli899      ( Date: 06-May-2022 14:56) Posted: Good one. datadatadata      ( Date: 06-May-2022 14:33) Posted: I am surprised that we are still discussing on the strategic side of SMM. I thought we have covered that extensively last week. Only time will tell - in the next 3 to 5 years - whether our reading of the stock is right or wrong. Such investor will just sit back and monitor quarterly results to track the movement of their investment. So for now, the play is really by the short term day traders who would typically go after penny stocks. For such speculators, they operate on 2 main front. The first is pushing the stock up and down with rumours and gossips. They also track movment by BB and then act accordingly, They win big and lose big also. At the end of the day, they are likely to lose. It is like going to a casino. The second approach is to run this stock like a computer program. They set % movement up and % down and act accordingly. Of course they do track major events like market consolidation, world events, etc., but generally, they just keep to the fixed targets set upfront. For such players, they somehow make good return over time.  Basically, human ingenity will lose out tocomputer controlled actions because human has the added factor called GREED.
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pkli899 Supreme	06-May-2022 14:56        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good one. datadatadata      ( Date: 06-May-2022 14:33) Posted: I am surprised that we are still discussing on the strategic side of SMM. I thought we have covered that extensively last week. Only time will tell - in the next 3 to 5 years - whether our reading of the stock is right or wrong. Such investor will just sit back and monitor quarterly results to track the movement of their investment. So for now, the play is really by the short term day traders who would typically go after penny stocks. For such speculators, they operate on 2 main front. The first is pushing the stock up and down with rumours and gossips. They also track movment by BB and then act accordingly, They win big and lose big also. At the end of the day, they are likely to lose. It is like going to a casino. The second approach is to run this stock like a computer program. They set % movement up and % down and act accordingly. Of course they do track major events like market consolidation, world events, etc., but generally, they just keep to the fixed targets set upfront. For such players, they somehow make good return over time.  Basically, human ingenity will lose out tocomputer controlled actions because human has the added factor called GREED.
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pocketoppo Member	06-May-2022 14:41        pocketoppo About Contact  Quote this Post!
x 0   x 0  Alert Admin	If people can talk so confidently, need not comment here. Do we have Warren Buffet here? In my trading and investing career, I do make some, loss some. If people are so confident at 0.06, I don' t mind sign a contract with him. Of course, will pay him a management fee at 0.06.
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newbie19 Supreme	06-May-2022 14:39        newbie19 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	More to GREED!! ahbui8      ( Date: 06-May-2022 14:38) Posted: Very true, greed and fear. datadatadata      ( Date: 06-May-2022 14:33) Posted: I am surprised that we are still discussing on the strategic side of SMM. I thought we have covered that extensively last week. Only time will tell - in the next 3 to 5 years - whether our reading of the stock is right or wrong. Such investor will just sit back and monitor quarterly results to track the movement of their investment. So for now, the play is really by the short term day traders who would typically go after penny stocks. For such speculators, they operate on 2 main front. The first is pushing the stock up and down with rumours and gossips. They also track movment by BB and then act accordingly, They win big and lose big also. At the end of the day, they are likely to lose. It is like going to a casino. The second approach is to run this stock like a computer program. They set % movement up and % down and act accordingly. Of course they do track major events like market consolidation, world events, etc., but generally, they just keep to the fixed targets set upfront. For such players, they somehow make good return over time.  Basically, human ingenity will lose out tocomputer controlled actions because human has the added factor called GREED.
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ahbui8 Master	06-May-2022 14:38        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very true, greed and fear. datadatadata      ( Date: 06-May-2022 14:33) Posted: I am surprised that we are still discussing on the strategic side of SMM. I thought we have covered that extensively last week. Only time will tell - in the next 3 to 5 years - whether our reading of the stock is right or wrong. Such investor will just sit back and monitor quarterly results to track the movement of their investment. So for now, the play is really by the short term day traders who would typically go after penny stocks. For such speculators, they operate on 2 main front. The first is pushing the stock up and down with rumours and gossips. They also track movment by BB and then act accordingly, They win big and lose big also. At the end of the day, they are likely to lose. It is like going to a casino. The second approach is to run this stock like a computer program. They set % movement up and % down and act accordingly. Of course they do track major events like market consolidation, world events, etc., but generally, they just keep to the fixed targets set upfront. For such players, they somehow make good return over time.  Basically, human ingenity will lose out tocomputer controlled actions because human has the added factor called GREED.
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datadatadata Member	06-May-2022 14:33        datadatadata About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am surprised that we are still discussing on the strategic side of SMM. I thought we have covered that extensively last week. Only time will tell - in the next 3 to 5 years - whether our reading of the stock is right or wrong. Such investor will just sit back and monitor quarterly results to track the movement of their investment. So for now, the play is really by the short term day traders who would typically go after penny stocks. For such speculators, they operate on 2 main front. The first is pushing the stock up and down with rumours and gossips. They also track movment by BB and then act accordingly, They win big and lose big also. At the end of the day, they are likely to lose. It is like going to a casino. The second approach is to run this stock like a computer program. They set % movement up and % down and act accordingly. Of course they do track major events like market consolidation, world events, etc., but generally, they just keep to the fixed targets set upfront. For such players, they somehow make good return over time.  Basically, human ingenity will lose out tocomputer controlled actions because human has the added factor called GREED.
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Oxtail Member	06-May-2022 13:53        Oxtail About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for your honest answer.  I do think Bayberry will slide below 7c after merged.  If you buy at 6 cents or below, you will applaud that this is a good investment.  If you buy 7 cents and above(who is the current shareholders), who will want to vote for merge ? Unless, you tell me that Bayberry confirm guarantee will make $$$ after merged.      fartsunking      ( Date: 06-May-2022 12:59) Posted: After merging fair value for an unprofitable combined entity is 0.7 or lower Bayberry may slide to 5 cts when shareholders realized it has no chance to be profitable in the near future due to the its huge fixed cost base and staff cost around $1B a year You asked a question on P/B, I give an honest answer based on facts Oxtail      ( Date: 06-May-2022 12:17) Posted: If merge does go thru, end of merge, the P/B is 1 at 0.07 per share....  Chevron the hottest oil and gas is 2.3 P/B Marine platform builders is capital intensive industry. After merge, what do you think will be the P/B ?   DYODD
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ahbui8 Master	06-May-2022 13:33        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	😂 Korea HHI, daewoo and Samsung heavy all 3 still losing tons of money but all trading at above 1x PB fartsunking      ( Date: 06-May-2022 12:59) Posted: After merging fair value for an unprofitable combined entity is 0.7 or lower Bayberry may slide to 5 cts when shareholders realized it has no chance to be profitable in the near future due to the its huge fixed cost base and staff cost around $1B a year You asked a question on P/B, I give an honest answer based on facts Oxtail      ( Date: 06-May-2022 12:17) Posted: If merge does go thru, end of merge, the P/B is 1 at 0.07 per share....  Chevron the hottest oil and gas is 2.3 P/B Marine platform builders is capital intensive industry. After merge, what do you think will be the P/B ?   DYODD
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fartsunking Member	06-May-2022 12:59        fartsunking About Contact  Quote this Post!
x 0   x 0  Alert Admin	After merging fair value for an unprofitable combined entity is 0.7 or lower Bayberry may slide to 5 cts when shareholders realized it has no chance to be profitable in the near future due to the its huge fixed cost base and staff cost around $1B a year You asked a question on P/B, I give an honest answer based on facts Oxtail      ( Date: 06-May-2022 12:17) Posted: If merge does go thru, end of merge, the P/B is 1 at 0.07 per share....  Chevron the hottest oil and gas is 2.3 P/B Marine platform builders is capital intensive industry. After merge, what do you think will be the P/B ?   DYODD
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