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SembCorp Marine- The new Frontier. Post Reply Rate topic
ksangks Senior	20-Oct-2021 15:09        ksangks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why should SHS of Keppel be made succkers ahbui8      ( Date: 20-Oct-2021 15:05) Posted: My view is the real shock will come if the MGO lapse, with current SMM facing huges cost overrun and lack of project win, the merge with Keppel cannot be 50:50 JV as Keppel SH will not agree. So my guess the MGO will lead to TH becoming a very major SH of SMM and force the merge by SMM holding only 30 - 40% of the merge.  share456      ( Date: 20-Oct-2021 14:29) Posted: Next shock will be the merger. Every Keppel share will get 1000 shares of merged company. Every 1000 SCM shares will get 1 share of merged company. Possible ?
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share456 Veteran	20-Oct-2021 15:09        share456 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Next happy news is for SCM CEO to step down. Share price goes up Possible ?   ahbui8      ( Date: 20-Oct-2021 15:05) Posted: My view is the real shock will come if the MGO lapse, with current SMM facing huges cost overrun and lack of project win, the merge with Keppel cannot be 50:50 JV as Keppel SH will not agree. So my guess the MGO will lead to TH becoming a very major SH of SMM and force the merge by SMM holding only 30 - 40% of the merge.  share456      ( Date: 20-Oct-2021 14:29) Posted: Next shock will be the merger. Every Keppel share will get 1000 shares of merged company. Every 1000 SCM shares will get 1 share of merged company. Possible ?
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ahbui8 Master	20-Oct-2021 15:05        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	My view is the real shock will come if the MGO lapse, with current SMM facing huges cost overrun and lack of project win, the merge with Keppel cannot be 50:50 JV as Keppel SH will not agree. So my guess the MGO will lead to TH becoming a very major SH of SMM and force the merge by SMM holding only 30 - 40% of the merge.  share456      ( Date: 20-Oct-2021 14:29) Posted: Next shock will be the merger. Every Keppel share will get 1000 shares of merged company. Every 1000 SCM shares will get 1 share of merged company. Possible ?
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kepoh88 Veteran	20-Oct-2021 14:58        kepoh88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hahaha..good try.. See the price never drop to 0.05 as menstioned...
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chart_expert123 Master	20-Oct-2021 14:53        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	May lose few hundred million. kepoh88      ( Date: 20-Oct-2021 14:51) Posted: Sembmarine in nego with Brazillian Navy for vessel contruction contract- BT  This one may worth billion..
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kepoh88 Veteran	20-Oct-2021 14:51        kepoh88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sembmarine in nego with Brazillian Navy for vessel contruction contract- BT  This one may worth billion..
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ckmpd1 Supreme	20-Oct-2021 14:41        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Starship      ( Date: 20-Oct-2021 14:40) Posted: Maybe SCM will copy ESR' s trick and over-value itself at a merger-price of 30c per SCM share.  Bad actors tend to emulate one another.  share456      ( Date: 20-Oct-2021 14:29) Posted: Next shock will be the merger. Every Keppel share will get 1000 shares of merged company. Every 1000 SCM shares will get 1 share of merged company. Possible ?
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Starship Supreme	20-Oct-2021 14:40        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe SCM will copy ESR' s trick and over-value itself at a merger-price of 30c per SCM share.  Bad actors tend to emulate one another.  share456      ( Date: 20-Oct-2021 14:29) Posted: Next shock will be the merger. Every Keppel share will get 1000 shares of merged company. Every 1000 SCM shares will get 1 share of merged company. Possible ?
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stanleytay Master	20-Oct-2021 14:38        stanleytay About Contact  Quote this Post!
x 0   x 0  Alert Admin	So true.. then why are you repeating here 100000 times ckmpd1      ( Date: 20-Oct-2021 14:30) Posted: No need to run for those who believe in their own analysis that SMM will soar to 30c, 40c. Each of us must do our own calculations, believe in ourselves and invest accordingly.  Dont listen to others here. Remember that  in share trading...when there is a buyer, there is a seller.  One is right, the other is wrong mrwise      ( Date: 20-Oct-2021 14:12) Posted: Agree. Run first. Risk too high...
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vicloo Supreme	20-Oct-2021 14:37        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wa...ok, wait and see 1st better. Starship      ( Date: 20-Oct-2021 13:54) Posted: DBS Group Research 20 Oct 2021 Sembcorp Marine (SMM SP) &ndash HOLD Expect another hefty loss in 2H Price Target (12-mth):  S$0.08,  Downside 1.2% Expect another huge loss in 2H21 due to cost overrun Temasek&rsquo s Mandatory Conditional General Cash Offer (MGO) at 8 Scts lends support to share price Next key event to watch is merger with Keppel O& M Maintain HOLD with lower TP of S$0.08 Expect another hefty loss in 2HExpect another huge loss in 2H21 due to cost overrun Temasek&rsquo s MGO at 8 Scts lends support to share price  Next key event to watch is merger with Keppel O& M  Maintain HOLD TP cut to S$0.08 post earnings revisions  Significant losses for 2H21.  SMM issued a profit guidance that it expects to incur significant losses in 2H21, potentially similar to losses reported for 1H2021, which was S$647m. This is due largely to further delays and higher projected costs for outstanding projects.  Execution challenges persist.  While SMM has made some progress in managing delays in project completions, COVID related measures continue to adversely impact its performance. It has encountered further execution challenges: i.  Delays in delivery of equipment  arising from border controls ii. Supply chain constraints  leading to longer lead time to purchase various components  iii. Continued attrition of skilled workers and  slower than expected recruitment of additional skilled labour iv. Work disruptions  resulting from measures taken to address the recent spike in COVID cases. The magnitude of losses depends on pace of Covid recovery, easing of supply chain delays, and outcome of ongoing negotiations with counterparties on revised delivery dates.  Earnings revision.  We now expected bigger losses of ~S$1.37bn in FY21 and S$242m for FY22 to reflect the cost overruns.
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ckmpd1 Supreme	20-Oct-2021 14:37        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.straitstimes.com/singapore/housing/some-disorder-in-rollout-of-covid-19-testing-and-isolation-protocols-at-jalan
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ckmpd1 Supreme	20-Oct-2021 14:30        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No need to run for those who believe in their own analysis that SMM will soar to 30c, 40c. Each of us must do our own calculations, believe in ourselves and invest accordingly.  Dont listen to others here. Remember that  in share trading...when there is a buyer, there is a seller.  One is right, the other is wrong mrwise      ( Date: 20-Oct-2021 14:12) Posted: Agree. Run first. Risk too high... ckmpd1      ( Date: 20-Oct-2021 14:02) Posted: The below DBS report and yesterday' s SMM Result Guidance for 2h2021 confirm what we have said abt SMM. DBS projected a loss of $1.37B for FY2021.  Big loss!  If anyone thinks this is bad news, the worse is yet to come
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gosharej Senior	20-Oct-2021 14:29        gosharej About Contact  Quote this Post!
x 0   x 0  Alert Admin	If this is the case, shouldn' t kepcorp, sembcorp ind also be affected badly.    Why they keep silent?
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share456 Veteran	20-Oct-2021 14:29        share456 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Next shock will be the merger. Every Keppel share will get 1000 shares of merged company. Every 1000 SCM shares will get 1 share of merged company. Possible ?
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better Elite	20-Oct-2021 14:15        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks starship for your very prompt update! I am immensely touched by your kindness and quick action to warn others about the peril of this counter.. Starship      ( Date: 20-Oct-2021 13:54) Posted: DBS Group Research 20 Oct 2021 Sembcorp Marine (SMM SP) &ndash HOLD Expect another hefty loss in 2H Price Target (12-mth):  S$0.08,  Downside 1.2% Expect another huge loss in 2H21 due to cost overrun Temasek&rsquo s Mandatory Conditional General Cash Offer (MGO) at 8 Scts lends support to share price Next key event to watch is merger with Keppel O& M Maintain HOLD with lower TP of S$0.08 Expect another hefty loss in 2HExpect another huge loss in 2H21 due to cost overrun Temasek&rsquo s MGO at 8 Scts lends support to share price  Next key event to watch is merger with Keppel O& M  Maintain HOLD TP cut to S$0.08 post earnings revisions  Significant losses for 2H21.  SMM issued a profit guidance that it expects to incur significant losses in 2H21, potentially similar to losses reported for 1H2021, which was S$647m. This is due largely to further delays and higher projected costs for outstanding projects.  Execution challenges persist.  While SMM has made some progress in managing delays in project completions, COVID related measures continue to adversely impact its performance. It has encountered further execution challenges: i.  Delays in delivery of equipment  arising from border controls ii. Supply chain constraints  leading to longer lead time to purchase various components  iii. Continued attrition of skilled workers and  slower than expected recruitment of additional skilled labour iv. Work disruptions  resulting from measures taken to address the recent spike in COVID cases. The magnitude of losses depends on pace of Covid recovery, easing of supply chain delays, and outcome of ongoing negotiations with counterparties on revised delivery dates.  Earnings revision.  We now expected bigger losses of ~S$1.37bn in FY21 and S$242m for FY22 to reflect the cost overruns.
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mrwise Supreme	20-Oct-2021 14:12        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Agree. Run first. Risk too high... ckmpd1      ( Date: 20-Oct-2021 14:02) Posted: The below DBS report and yesterday' s SMM Result Guidance for 2h2021 confirm what we have said abt SMM. DBS projected a loss of $1.37B for FY2021.  Big loss!  If anyone thinks this is bad news, the worse is yet to come Starship      ( Date: 20-Oct-2021 13:54) Posted: DBS Group Research 20 Oct 2021 Sembcorp Marine (SMM SP) &ndash HOLD Expect another hefty loss in 2H Price Target (12-mth):  S$0.08,  Downside 1.2% Expect another huge loss in 2H21 due to cost overrun Temasek&rsquo s Mandatory Conditional General Cash Offer (MGO) at 8 Scts lends support to share price Next key event to watch is merger with Keppel O& M Maintain HOLD with lower TP of S$0.08 Expect another hefty loss in 2HExpect another huge loss in 2H21 due to cost overrun Temasek&rsquo s MGO at 8 Scts lends support to share price  Next key event to watch is merger with Keppel O& M  Maintain HOLD TP cut to S$0.08 post earnings revisions  Significant losses for 2H21.  SMM issued a profit guidance that it expects to incur significant losses in 2H21, potentially similar to losses reported for 1H2021, which was S$647m. This is due largely to further delays and higher projected costs for outstanding projects.  Execution challenges persist.  While SMM has made some progress in managing delays in project completions, COVID related measures continue to adversely impact its performance. It has encountered further execution challenges: i.  Delays in delivery of equipment  arising from border controls ii. Supply chain constraints  leading to longer lead time to purchase various components  iii. Continued attrition of skilled workers and  slower than expected recruitment of additional skilled labour iv. Work disruptions  resulting from measures taken to address the recent spike in COVID cases. The magnitude of losses depends on pace of Covid recovery, easing of supply chain delays, and outcome of ongoing negotiations with counterparties on revised delivery dates.  Earnings revision.  We now expected bigger losses of ~S$1.37bn in FY21 and S$242m for FY22 to reflect the cost overruns.
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ahhuat08 Elite	20-Oct-2021 14:11        ahhuat08 About Contact  Quote this Post!
x 0   x 0  Alert Admin	high chance of goin below 8 today
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ckmpd1 Supreme	20-Oct-2021 14:02        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The below DBS report and yesterday' s SMM Result Guidance for 2h2021 confirm what we have said abt SMM. DBS projected a loss of $1.37B for FY2021.  Big loss!  If anyone thinks this is bad news, the worse is yet to come Starship      ( Date: 20-Oct-2021 13:54) Posted: DBS Group Research 20 Oct 2021 Sembcorp Marine (SMM SP) &ndash HOLD Expect another hefty loss in 2H Price Target (12-mth):  S$0.08,  Downside 1.2% Expect another huge loss in 2H21 due to cost overrun Temasek&rsquo s Mandatory Conditional General Cash Offer (MGO) at 8 Scts lends support to share price Next key event to watch is merger with Keppel O& M Maintain HOLD with lower TP of S$0.08 Expect another hefty loss in 2HExpect another huge loss in 2H21 due to cost overrun Temasek&rsquo s MGO at 8 Scts lends support to share price  Next key event to watch is merger with Keppel O& M  Maintain HOLD TP cut to S$0.08 post earnings revisions  Significant losses for 2H21.  SMM issued a profit guidance that it expects to incur significant losses in 2H21, potentially similar to losses reported for 1H2021, which was S$647m. This is due largely to further delays and higher projected costs for outstanding projects.  Execution challenges persist.  While SMM has made some progress in managing delays in project completions, COVID related measures continue to adversely impact its performance. It has encountered further execution challenges: i.  Delays in delivery of equipment  arising from border controls ii. Supply chain constraints  leading to longer lead time to purchase various components  iii. Continued attrition of skilled workers and  slower than expected recruitment of additional skilled labour iv. Work disruptions  resulting from measures taken to address the recent spike in COVID cases. The magnitude of losses depends on pace of Covid recovery, easing of supply chain delays, and outcome of ongoing negotiations with counterparties on revised delivery dates.  Earnings revision.  We now expected bigger losses of ~S$1.37bn in FY21 and S$242m for FY22 to reflect the cost overruns.
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Starship Supreme	20-Oct-2021 13:54        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS Group Research 20 Oct 2021 Sembcorp Marine (SMM SP) &ndash HOLD Expect another hefty loss in 2H Price Target (12-mth):  S$0.08,  Downside 1.2% Expect another huge loss in 2H21 due to cost overrun Temasek&rsquo s Mandatory Conditional General Cash Offer (MGO) at 8 Scts lends support to share price Next key event to watch is merger with Keppel O& M Maintain HOLD with lower TP of S$0.08 Expect another hefty loss in 2HExpect another huge loss in 2H21 due to cost overrun Temasek&rsquo s MGO at 8 Scts lends support to share price  Next key event to watch is merger with Keppel O& M  Maintain HOLD TP cut to S$0.08 post earnings revisions  Significant losses for 2H21.  SMM issued a profit guidance that it expects to incur significant losses in 2H21, potentially similar to losses reported for 1H2021, which was S$647m. This is due largely to further delays and higher projected costs for outstanding projects.  Execution challenges persist.  While SMM has made some progress in managing delays in project completions, COVID related measures continue to adversely impact its performance. It has encountered further execution challenges: i.  Delays in delivery of equipment  arising from border controls ii. Supply chain constraints  leading to longer lead time to purchase various components  iii. Continued attrition of skilled workers and  slower than expected recruitment of additional skilled labour iv. Work disruptions  resulting from measures taken to address the recent spike in COVID cases. The magnitude of losses depends on pace of Covid recovery, easing of supply chain delays, and outcome of ongoing negotiations with counterparties on revised delivery dates.  Earnings revision.  We now expected bigger losses of ~S$1.37bn in FY21 and S$242m for FY22 to reflect the cost overruns.
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ckmpd1 Supreme	20-Oct-2021 13:50        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree.  Very likely will plunge way below 8c. Today: 1. 172m sold 2. 171m sold at 8c 3. 1m sold at 8.1c Very weak counter.  Can you imagine when artificial floor price is removed?    uiop1223      ( Date: 20-Oct-2021 13:46) Posted: Will crash below 8 cents once t offer lapse
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