Back

Latest Forum Topics / Seatrium    Last:0.091 --

Post Reply

Sembmarine_Green is the new gold_a better future Post Reply Rate topic
MANFREDTMK Master	28-Feb-2022 11:22        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Average significantly to get out provided the industry is turning around. A recovery play can give excessive returns. Otherwise, cut loss, the way I do for Trendline and Healthway after the IPO. The casino will always be there, but not the chips ckmpd1      ( Date: 28-Feb-2022 11:17) Posted: Basically two ways to deal with a falling share price: 1. sell, cut losses and move to another counter 2. buy more, average down No one correct answer.  DYODD
Useful To Me  Not Useful To Me
ckmpd1 Supreme	28-Feb-2022 11:18        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	chart_expert123      ( Date: 28-Feb-2022 11:17) Posted: Keppel O& M is positioned to turn aroud with their 6Bil Order book. For SCM, merely 1B order book, hardly to convince market it can turn around. The merge deal, the obstacle definitely is Keppel Corp shareholders' agreement which Temasek merely hold 20%, hardly command keppel corp to give way keppel O& m which brought Keppel Corp to 15 dollars and share splits few times, the past 2000 to 2015 glory of keppel mostly from Keppel O& M. Keppel O& M also secured 6Bil order book when oil and gas recovery and manage well in this Covid 19 period for their production line. Oil & gas going to hit record price after covid, especially US become oil and gas exporter will maintain price at high level, it will bring keppel O& M back to glory again. Under these conditions, for Keppel Corp to let go Keppel O& M at low price is almost not possible at all. It will be minimum 70% to 30% shares allocation, or 50-50% with 500Mio cash to Keppel Corp, or else, the deal won' t be proceed or agreed by Keppel Corp sharehodlers. Now is very obvious, Instead of merge plan, it is Keppel O& M bail out SCM plan. Who require who is very obvious. Keppel O& M holding 6Bil order book!!! ckmpd1      ( Date: 28-Feb-2022 10:35) Posted: that is how i see too.  If SCM cant turn around its losses, it definitely needs help.  But with so many uncertainties in the world now, cant blame people for being real and pessimistic abt SCM.  Even the high flying SIA is technically insolvent. What more SC
Useful To Me  Not Useful To Me
ckmpd1 Supreme	28-Feb-2022 11:17        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Basically two ways to deal with a falling share price: 1. sell, cut losses and move to another counter 2. buy more, average down No one correct answer.  DYODD
Useful To Me  Not Useful To Me
chart_expert123 Master	28-Feb-2022 11:17        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 is positioned to turn aroud with their 6Bil Order book. For SCM, merely 1B order book, hardly to convince market it can turn around. The merge deal, the obstacle definitely is Keppel Corp shareholders' agreement which Temasek merely hold 20%, hardly command keppel corp to give way keppel O& m which brought Keppel Corp to 15 dollars and share splits few times, the past 2000 to 2015 glory of keppel mostly from Keppel O& M. Keppel O& M also secured 6Bil order book when oil and gas recovery and manage well in this Covid 19 period for their production line. Oil & gas going to hit record price after covid, especially US become oil and gas exporter will maintain price at high level, it will bring keppel O& M back to glory again. Under these conditions, for Keppel Corp to let go Keppel O& M at low price is almost not possible at all. It will be minimum 70% to 30% shares allocation, or 50-50% with 500Mio cash to Keppel Corp, or else, the deal won' t be proceed or agreed by Keppel Corp sharehodlers. Now is very obvious, Instead of merge plan, it is Keppel O& M bail out SCM plan. Who require who is very obvious. Keppel O& M holding 6Bil order book!!! ckmpd1      ( Date: 28-Feb-2022 10:35) Posted: that is how i see too.  If SCM cant turn around its losses, it definitely needs help.  But with so many uncertainties in the world now, cant blame people for being real and pessimistic abt SCM.  Even the high flying SIA is technically insolvent. What more SCM chart_expert123      ( Date: 28-Feb-2022 10:31) Posted: right issue for 600mio or else JM
Useful To Me  Not Useful To Me
MANFREDTMK Master	28-Feb-2022 11:16        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Trust is like a mirror, once broken cannot be assembled back. Minority shareholders are always being made to bail out SM. During those times, they own a lot more shares than TH. Only until last October, the equation changed. So the debate on who actually saved SM from bankruptcy is obvious and controversial at best. Talked to all past investors, they told me their hard earned savings and CPF were gone. So can understand their frustration and disappointment. Like I said, for me, do or die. I am cautiously optimistic based on low entry price to average significantly amidst an improving fundamentals. aspasp      ( Date: 28-Feb-2022 11:05) Posted: Well said . MANFREDTMK      ( Date: 28-Feb-2022 11:03) Posted: Yes, you are right. SM never failed to disappoint and always being exploited to bail out counter like SCI. It is a high class incinerator, nobody escaped the burning over the last few years. Now, I am merely betting on a low entry price amidst an improving fundamentals. This shall be my last battle, do or die. Don't do, sure die. Might as well fight the last battle.
Useful To Me  Not Useful To Me
aspasp Senior	28-Feb-2022 11:05        aspasp About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well said . MANFREDTMK      ( Date: 28-Feb-2022 11:03) Posted: Yes, you are right. SM never failed to disappoint and always being exploited to bail out counter like SCI. It is a high class incinerator, nobody escaped the burning over the last few years. Now, I am merely betting on a low entry price amidst an improving fundamentals. This shall be my last battle, do or die. Don't do, sure die. Might as well fight the last battle. TigerPlay      ( Date: 28-Feb-2022 10:44) Posted: I wonder why this counter is forever making losses, even SIA has turned around, over 80 mils profit. Yes, if continue to make losses thru this year, wonder how they gonna get fund to survive, keep finger cross if you are holding to this stock, good luck to all. I have gone thru the 2 rights and have enuff laoiw.
Useful To Me  Not Useful To Me
MANFREDTMK Master	28-Feb-2022 11:03        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, you are right. SM never failed to disappoint and always being exploited to bail out counter like SCI. It is a high class incinerator, nobody escaped the burning over the last few years. Now, I am merely betting on a low entry price amidst an improving fundamentals. This shall be my last battle, do or die. Don't do, sure die. Might as well fight the last battle. TigerPlay      ( Date: 28-Feb-2022 10:44) Posted: I wonder why this counter is forever making losses, even SIA has turned around, over 80 mils profit. Yes, if continue to make losses thru this year, wonder how they gonna get fund to survive, keep finger cross if you are holding to this stock, good luck to all. I have gone thru the 2 rights and have enuff laoiw.
Useful To Me  Not Useful To Me
ckmpd1 Supreme	28-Feb-2022 10:51        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SIA today is not the SIA of 2019.  It is hugely diluted. Likewise SCM of today is not the SCM of 2019 TigerPlay      ( Date: 28-Feb-2022 10:44) Posted: I wonder why this counter is forever making losses, even SIA has turned around, over 80 mils profit. Yes, if continue to make losses thru this year, wonder how they gonna get fund to survive, keep finger cross if you are holding to this stock, good luck to all. I have gone thru the 2 rights and have enuff laoiw.
Useful To Me  Not Useful To Me
PHInsider63 Veteran	28-Feb-2022 10:47        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The frustration is felt. It is understandable that Holders of Shares aka shareholders are keen in the share price. However, if we study the latest financials, I decipher significant positive vibes as stated in my maiden posting. We cannot control the price but it will soon catch up with the fundamentals.
Useful To Me  Not Useful To Me
TigerPlay Master	28-Feb-2022 10:44        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	I wonder why this counter is forever making losses, even SIA has turned around, over 80 mils profit. Yes, if continue to make losses thru this year, wonder how they gonna get fund to survive, keep finger cross if you are holding to this stock, good luck to all. I have gone thru the 2 rights and have enuff laoiw.
Useful To Me  Not Useful To Me
MANFREDTMK Master	28-Feb-2022 10:43        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Done 200 lots MANFREDTMK      ( Date: 28-Feb-2022 10:42) Posted: Nice to see you so excited and wet today. What you said made sense I will follow your advice. Queue to buy some at 8.3 cents first and then wait for the gag- down. ckmpd1      ( Date: 28-Feb-2022 10:35) Posted: that is how i see too.  If SCM cant turn around its losses, it definitely needs help.  But with so many uncertainties in the world now, cant blame people for being real and pessimistic abt SCM.  Even the high flying SIA is technically insolvent. What more SC
Useful To Me  Not Useful To Me
MANFREDTMK Master	28-Feb-2022 10:42        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nice to see you so excited and wet today. What you said made sense I will follow your advice. Queue to buy some at 8.3 cents first and then wait for the gag- down. ckmpd1      ( Date: 28-Feb-2022 10:35) Posted: that is how i see too.  If SCM cant turn around its losses, it definitely needs help.  But with so many uncertainties in the world now, cant blame people for being real and pessimistic abt SCM.  Even the high flying SIA is technically insolvent. What more SCM chart_expert123      ( Date: 28-Feb-2022 10:31) Posted: right issue for 600mio or else JM
Useful To Me  Not Useful To Me
ckmpd1 Supreme	28-Feb-2022 10:35        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	that is how i see too.  If SCM cant turn around its losses, it definitely needs help.  But with so many uncertainties in the world now, cant blame people for being real and pessimistic abt SCM.  Even the high flying SIA is technically insolvent. What more SCM chart_expert123      ( Date: 28-Feb-2022 10:31) Posted: right issue for 600mio or else JM. aspasp      ( Date: 28-Feb-2022 10:11) Posted: If the loss nerrowed down to 600m next year is considered big improvement ?
Useful To Me  Not Useful To Me
chart_expert123 Master	28-Feb-2022 10:31        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	right issue for 600mio or else JM. aspasp      ( Date: 28-Feb-2022 10:11) Posted: If the loss nerrowed down to 600m next year is considered big improvement ?
Useful To Me  Not Useful To Me
ckmpd1 Supreme	28-Feb-2022 10:29        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Times will get even more dificult and uncertain.  With supply chain disruptio, manpower constraints and political uncertainties, to make profit in shipyard industry is not easy Chagataii      ( Date: 28-Feb-2022 10:26) Posted: Profit margin. Shipyard margins were very Low. It is worse going forward with high materials cost. I lost a lot here and I struggling to recoup from other counters. Keep throwing $$$ in this sink hole
Useful To Me  Not Useful To Me
Chagataii Veteran	28-Feb-2022 10:26        Chagataii About Contact  Quote this Post!
x 0   x 0  Alert Admin	Profit margin. Shipyard margins were very Low. It is worse going forward with high materials cost. I lost a lot here and I struggling to recoup from other counters. Keep throwing $$$ in this sink hole
Useful To Me  Not Useful To Me
ckmpd1 Supreme	28-Feb-2022 10:21        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	agree.  any loss less that $1175m in FY 2022 is an improvement oover 2021 results.  Even with a loss of $600m, i wonder where SCM is going to take the money from if it doesnt go on fund raising  aspasp      ( Date: 28-Feb-2022 10:11) Posted: If the loss nerrowed down to 600m next year is considered big improvement ?
Useful To Me  Not Useful To Me
ckmpd1 Supreme	28-Feb-2022 09:50        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree.  That is basic fundamental.  No contract, no profits, cant sustain any price increase.  Emotions and rhetorics may push up price temporarily but cant keep it there.  Without good fundamentals price will drop SCM didnt get any contract for the past few months.  It is losing billions of dollars.  Any talk of price increase is just that..talk only.  Any talk of price increase because of hope of merger, is just that, hope only.   chart_expert123      ( Date: 28-Feb-2022 09:37) Posted: how to be better if there is no order book? 1Bil +300M repair job VS 2021 revenue 1.8Bil. market give you chance to run, better run lah. assetbase      ( Date: 27-Feb-2022 22:41) Posted: Say whatever you like,  SCM management mentioned that 2022 will be significantly better than 2021.They never even committed to saying that they will return to black. The right issue was completed in aug 2021 and till now the share price is still 0.085 .6 months have lapsed, are we still consoling ourselves that the good show is akan datang ?.. This is a significant opportunity cost to any investors let alone the BB. The SCM management is playing delaying tactics for reasons best known to themselves. Tomorrow is the share price holds is because DJ gone up 800+ points. Don' t hope for the new share entities from SCM and KEPPEL merger to pay for the 500 millions to keppel corp otherwise you will be more disappointed  because it makes no sense as the new entity is not obligated to pay for SCM.
Useful To Me  Not Useful To Me
PHInsider63 Veteran	28-Feb-2022 09:45        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Some of the negative comments are quite understandable as the company has underperformed for a long haul of journey. Two rights and the final one was a shocker which caught a lot of people by surprise. Huge frustration is natural. However, I am seeing some turn of tides soon. MANFREDTMK      ( Date: 28-Feb-2022 09:41) Posted: Don't worry, their joy will be short-lived. The market is a teaser, love to tease them, for 8 months already PHInsider63      ( Date: 28-Feb-2022 09:37) Posted: Thanks. I guess this is a constructive platform where polars of views can be interchanged and interfaced without prejudice and or personal attacks. I have big position in SM albeit at high price in 8 series. Yes I may look to load up a little more. Your views are valued.
Useful To Me  Not Useful To Me
MANFREDTMK Master	28-Feb-2022 09:41        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don't worry, their joy will be short-lived. The market is a teaser, love to tease them, for 8 months already PHInsider63      ( Date: 28-Feb-2022 09:37) Posted: Thanks. I guess this is a constructive platform where polars of views can be interchanged and interfaced without prejudice and or personal attacks. I have big position in SM albeit at high price in 8 series. Yes I may look to load up a little more. Your views are valued. ckmpd1      ( Date: 28-Feb-2022 09:34) Posted: If you are convinced by what you said, you shd be buying at 8.3c no
Useful To Me  Not Useful To Me

                                                         First   < Newer   2281-2300 of 3459   Older>   Last