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PHInsider63 Veteran	28-Feb-2022 15:26        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Macro market is looking robust. Demand should be exceeding supply and hence margin wise ought to be much better. All factors are favourable minus the contract wins. The management maybe reserving something up in their sleeves. It has been a long wait since the last rights at 8. Down to 52-week Low of 0.078 to intra day high of 0.09, price has been sideways for a long while. Who is buying? Perhaps someone is waiting for the ripe and right time. Brewing and boiling now. I hope 2022 must be the time to reward the patience and faithfuls. Chagataii      ( Date: 28-Feb-2022 14:42) Posted: Even win $10 billion contracts profit margin 2% then LD and delays costs and other excuses never ending trauma !
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Chagataii Veteran	28-Feb-2022 14:42        Chagataii About Contact  Quote this Post!
x 0   x 0  Alert Admin	Even win $10 billion contracts profit margin 2% then LD and delays costs and other excuses never ending trauma !
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ckmpd1 Supreme	28-Feb-2022 14:25        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i cut off my support for SCM when it embarked on its 2nd RI in two years,  I felt that SCM cant take its shareholders and supporters as ATM.  SCM mgmt has an obligation to do its due diligence and maximise the shareholders value.  I think the mgmt is complacent if not incompetent aspasp      ( Date: 28-Feb-2022 13:32) Posted: This is the reason why no one trust what they said now . They have to show they have new contracts , no by talking only ckmpd1      ( Date: 28-Feb-2022 13:29) Posted: SCM was in negotiations for 20 contract
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ckmpd1 Supreme	28-Feb-2022 14:07        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	even today, some shareholders think SCM can make profit of $500m for FY2022 based on the fact that SCM said it will significantly improve on its FY 2021 loss of $1175m.  .  Hello, two months of 2022 gone already ckmpd1      ( Date: 28-Feb-2022 14:03) Posted: Agree.  That is why I said when merger terms are finalised and announced, many SCM shareholders will be shocked.  It is wise for SCM mgmt to subtly let stakeholders know of their true situation rather than to continue speak in vague terms. But some will claim that we are fear mongering. Remember hyflux? weekaykee      ( Date: 28-Feb-2022 13:57) Posted: Pretty obvious SCM will have to settle for unfavourable merger terms even though it is a bigger entity. Because it has failed to get contracts, with money running out fast  and still making huge losses, unlike KOM. Temasek will not be able to arm-twist KC, as it owns only 20% of KC
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ckmpd1 Supreme	28-Feb-2022 14:04        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	good insights.  thanks chart_expert123      ( Date: 28-Feb-2022 13:59) Posted: The merge deal already dragged 3-4 years. Keppel O&M D&A of success are still exists but it is a D&A mostly Singaporean don't want to know (see the candidate for MP from Keppel o&m, you know what D&A is it.) But it is a D&A for shipyards to be successful, look at world shipyards where they are located you will know, Korea, China Japan, all workaholics & slavery system. SCM? From the way, till today never cut those consultant films from Northern Europe, and stupid way to manage Brazilian yard and instead retrenched lazy and non productive employees but launched retirement scheme to ask all workaholics old and senior to retire, and left huge group of young, inexperienced and scholar to manage SCM, this destined to happen. chart_expert123      ( Date: 28-Feb-2022 13:52) Posted: Keppel o&m definitely more, just not in position to declare. The ceo is a property man, as compared to past CEO who was construction and development man. In keppel Corp, only this CEO wanted to kick O&M out. Old keppel men all knew where and how keppel Corp to be till today.
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ckmpd1 Supreme	28-Feb-2022 14:03        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree.  That is why I said when merger terms are finalised and announced, many SCM shareholders will be shocked.  It is wise for SCM mgmt to subtly let stakeholders know of their true situation rather than to continue speak in vague terms. But some will claim that we are fear mongering. Remember hyflux? weekaykee      ( Date: 28-Feb-2022 13:57) Posted: Pretty obvious SCM will have to settle for unfavourable merger terms even though it is a bigger entity. Because it has failed to get contracts, with money running out fast  and still making huge losses, unlike KOM. Temasek will not be able to arm-twist KC, as it owns only 20% of KC. ckmpd1      ( Date: 28-Feb-2022 13:27) Posted: on top of order book, KOM is making profits. SCM lost money.  Very unequal merger with very different negotiation powers.  Anyone expecting SCM to get a good deal may be in for a disappointment. KC and KOM dont need SCM whereas  SCM is in dire strait
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chart_expert123 Master	28-Feb-2022 13:59        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	The merge deal already dragged 3-4 years. Keppel O&M D&A of success are still exists but it is a D&A mostly Singaporean don't want to know (see the candidate for MP from Keppel o&m, you know what D&A is it.) But it is a D&A for shipyards to be successful, look at world shipyards where they are located you will know, Korea, China Japan, all workaholics & slavery system. SCM? From the way, till today never cut those consultant films from Northern Europe, and stupid way to manage Brazilian yard and instead retrenched lazy and non productive employees but launched retirement scheme to ask all workaholics old and senior to retire, and left huge group of young, inexperienced and scholar to manage SCM, this destined to happen. chart_expert123      ( Date: 28-Feb-2022 13:52) Posted: Keppel o&m definitely more, just not in position to declare. The ceo is a property man, as compared to past CEO who was construction and development man. In keppel Corp, only this CEO wanted to kick O&M out. Old keppel men all knew where and how keppel Corp to be till today. ckmpd1      ( Date: 28-Feb-2022 13:29) Posted: SCM was in negotiations for 20 contract
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ckmpd1 Supreme	28-Feb-2022 13:58        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	chart_expert123      ( Date: 28-Feb-2022 13:52) Posted: Keppel o&m definitely more, just not in position to declare. The ceo is a property man, as compared to past CEO who was construction and development man. In keppel Corp, only this CEO wanted to kick O&M out. Old keppel men all knew where and how keppel Corp to be till today. ckmpd1      ( Date: 28-Feb-2022 13:29) Posted: SCM was in negotiations for 20 contract
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weekaykee Master	28-Feb-2022 13:57        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Pretty obvious SCM will have to settle for unfavourable merger terms even though it is a bigger entity. Because it has failed to get contracts, with money running out fast  and still making huge losses, unlike KOM. Temasek will not be able to arm-twist KC, as it owns only 20% of KC. ckmpd1      ( Date: 28-Feb-2022 13:27) Posted: on top of order book, KOM is making profits. SCM lost money.  Very unequal merger with very different negotiation powers.  Anyone expecting SCM to get a good deal may be in for a disappointment. KC and KOM dont need SCM whereas  SCM is in dire straits chart_expert123      ( Date: 28-Feb-2022 13:21) Posted: Orderbook can tell. Keppel 6bil, scm 1bil. Keppel will fill with higher margin project, scm will only fill with low margin or even loss making project. Orderbook decide the bargain and negotiation power
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chart_expert123 Master	28-Feb-2022 13:52        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	Keppel o&m definitely more, just not in position to declare. The ceo is a property man, as compared to past CEO who was construction and development man. In keppel Corp, only this CEO wanted to kick O&M out. Old keppel men all knew where and how keppel Corp to be till today. ckmpd1      ( Date: 28-Feb-2022 13:29) Posted: SCM was in negotiations for 20 contracts aspasp      ( Date: 28-Feb-2022 13:26) Posted: Must face the fact that if SCM can secure more new contracts , it's share price would not be so depressed at this level. If there are new contracts to be announced , share price will move up from ther
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ckmpd1 Supreme	28-Feb-2022 13:48        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yup.  For SCM which had entered into 20 contract negotiations but end up with zero contract to show, can we expect its fortune to change within the next six months? Not forgeting that $1B wont last long when it lost $1.175B last year.  Cash burn rate for SCM is abt $100m a month.  Frightening statistics and prospect aspasp      ( Date: 28-Feb-2022 13:32) Posted: This is the reason why no one trust what they said now . They have to show they have new contracts , no by talking only ckmpd1      ( Date: 28-Feb-2022 13:29) Posted: SCM was in negotiations for 20 contract
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ckmpd1 Supreme	28-Feb-2022 13:44        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree with you.  any investment comes with certain risk. KC: 1. increased its price from $5.04 to $6.10 in 2 months 2. Profit for 2021 was $1023m 3. paying 21c dividend on 12 May 2022 4. a war chest of $500m to buy back its shares from Feb 2022 5. bought back its shares at $6.10 last week based on the above facts, i am well vested in KC and look for good returns on my investment. Shares can be turbulent the next few months.  But i think KC is well positioned to weather the storm.      better      ( Date: 28-Feb-2022 13:17) Posted: Yup, high risk high return like Keppel Corp. Counters with significant exposure to the China property markets are dropping like flies. More than half of KC 2021 profit was from China property sector. Today it is Sunac holdings....when is it KC's turn? ckmpd1      ( Date: 28-Feb-2022 12:33) Posted: agree.  High risk, high returns.  Just like a casin
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aspasp Senior	28-Feb-2022 13:32        aspasp About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is the reason why no one trust what they said now . They have to show they have new contracts , no by talking only ckmpd1      ( Date: 28-Feb-2022 13:29) Posted: SCM was in negotiations for 20 contracts aspasp      ( Date: 28-Feb-2022 13:26) Posted: Must face the fact that if SCM can secure more new contracts , it's share price would not be so depressed at this level. If there are new contracts to be announced , share price will move up from ther
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ckmpd1 Supreme	28-Feb-2022 13:29        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SCM was in negotiations for 20 contracts aspasp      ( Date: 28-Feb-2022 13:26) Posted: Must face the fact that if SCM can secure more new contracts , it's share price would not be so depressed at this level. If there are new contracts to be announced , share price will move up from there chart_expert123      ( Date: 28-Feb-2022 13:21) Posted: Orderbook can tell. Keppel 6bil, scm 1bil. Keppel will fill with higher margin project, scm will only fill with low margin or even loss making project. Orderbook decide the bargain and negotiation power
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ckmpd1 Supreme	28-Feb-2022 13:27        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	on top of order book, KOM is making profits. SCM lost money.  Very unequal merger with very different negotiation powers.  Anyone expecting SCM to get a good deal may be in for a disappointment. KC and KOM dont need SCM whereas  SCM is in dire straits chart_expert123      ( Date: 28-Feb-2022 13:21) Posted: Orderbook can tell. Keppel 6bil, scm 1bil. Keppel will fill with higher margin project, scm will only fill with low margin or even loss making project. Orderbook decide the bargain and negotiation power. ckmpd1      ( Date: 28-Feb-2022 11:40) Posted: the $1.175B loss was expected many months ago. What is uncertain is what lies ahead for SCM this year and 2023.  Some are optimistic, some are pessimistic.  There lies the differences in opinions and expectations
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aspasp Senior	28-Feb-2022 13:26        aspasp About Contact  Quote this Post!
x 0   x 0  Alert Admin	Must face the fact that if SCM can secure more new contracts , it's share price would not be so depressed at this level. If there are new contracts to be announced , share price will move up from there chart_expert123      ( Date: 28-Feb-2022 13:21) Posted: Orderbook can tell. Keppel 6bil, scm 1bil. Keppel will fill with higher margin project, scm will only fill with low margin or even loss making project. Orderbook decide the bargain and negotiation power. ckmpd1      ( Date: 28-Feb-2022 11:40) Posted: the $1.175B loss was expected many months ago. What is uncertain is what lies ahead for SCM this year and 2023.  Some are optimistic, some are pessimistic.  There lies the differences in opinions and expectations
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PHInsider63 Veteran	28-Feb-2022 13:25        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I agree with you. The only jigsaw piece missing is the contract. chart_expert123      ( Date: 28-Feb-2022 13:21) Posted: Orderbook can tell. Keppel 6bil, scm 1bil. Keppel will fill with higher margin project, scm will only fill with low margin or even loss making project. Orderbook decide the bargain and negotiation power. ckmpd1      ( Date: 28-Feb-2022 11:40) Posted: the $1.175B loss was expected many months ago. What is uncertain is what lies ahead for SCM this year and 2023.  Some are optimistic, some are pessimistic.  There lies the differences in opinions and expectations
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ckmpd1 Supreme	28-Feb-2022 13:23        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yes chart_expert123      ( Date: 28-Feb-2022 13:21) Posted: Orderbook can tell. Keppel 6bil, scm 1bil. Keppel will fill with higher margin project, scm will only fill with low margin or even loss making project. Orderbook decide the bargain and negotiation power. ckmpd1      ( Date: 28-Feb-2022 11:40) Posted: the $1.175B loss was expected many months ago. What is uncertain is what lies ahead for SCM this year and 2023.  Some are optimistic, some are pessimistic.  There lies the differences in opinions and expectations
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chart_expert123 Master	28-Feb-2022 13:21        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	Orderbook can tell. Keppel 6bil, scm 1bil. Keppel will fill with higher margin project, scm will only fill with low margin or even loss making project. Orderbook decide the bargain and negotiation power. ckmpd1      ( Date: 28-Feb-2022 11:40) Posted: the $1.175B loss was expected many months ago. What is uncertain is what lies ahead for SCM this year and 2023.  Some are optimistic, some are pessimistic.  There lies the differences in opinions and expectations  aspasp      ( Date: 28-Feb-2022 11:36) Posted: Share price has factored in the recent announcement of 1.1b losses. Many thought it would go below 0.08 today
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ckmpd1 Supreme	28-Feb-2022 13:20        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	better      ( Date: 28-Feb-2022 13:17) Posted: Yup, high risk high return like Keppel Corp. Counters with significant exposure to the China property markets are dropping like flies. More than half of KC 2021 profit was from China property sector. Today it is Sunac holdings....when is it KC's turn? ckmpd1      ( Date: 28-Feb-2022 12:33) Posted: agree.  High risk, high returns.  Just like a casin
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