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The SEA of Hopes and ATRIUM of Surprises Post Reply Rate topic
BinderyT Elite	05-Jul-2024 10:30        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	well, earnings is not the only measurement.   market does look at growth and future earnings and this is where Seatrium is improving.   for your info, most of the tech and gig companies have negative margins for years.   Joyoftheworld      ( Date: 05-Jul-2024 10:20) Posted: If still reporting loss, will continue its march towards $1. If can report $100mil H1 net profit = 20x PE at current price, likely prices would hold at current level. Not difficult to figure this out. BinderyT      ( Date: 05-Jul-2024 08:51) Posted: No one really cares about EBITDA, its a meaningless indicator.   OP said market expects positive net profit margin, which is untrue. No analyst is forecasting this
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Joyoftheworld Master	05-Jul-2024 10:20        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	If still reporting loss, will continue its march towards $1. If can report $100mil H1 net profit = 20x PE at current price, likely prices would hold at current level. Not difficult to figure this out. BinderyT      ( Date: 05-Jul-2024 08:51) Posted: No one really cares about EBITDA, its a meaningless indicator.   OP said market expects positive net profit margin, which is untrue. No analyst is forecasting this. vicloo      ( Date: 05-Jul-2024 05:49) Posted: If you follow last reporting, Seatrium Ebitda turned posstive despite exceptional items, fines, merger cost etc. This quarter there is no more additional fines and no more merger cost, theoretically earning should increase with more orders. "Reflecting Seatrium?s improved operational performance, its earnings before interest, taxes, depreciation and amortisation (Ebitda) in 2023 were $236 million, a reversal from a negative Ebitda of $7 million in 2022. Excluding exceptional items, underlying Ebitda jumped 456 per cent to $628 million, from $113 million in the 2022 financial year. Seatrium said it achieved strong order wins of $4.5 billion in financial year 2023 and year-to-date 2024. Its net order book stood at $16.2 billion. Of this, approximately 39 per cent comprised renewables and cleaner/green solutions." Source: https://www.straitstimes.com/business/seatrium-s-h2-loss-widens-to-168-billion-settles-brazil-operation-car-wash-claims-for-1824-millio
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BinderyT Elite	05-Jul-2024 08:51        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	No one really cares about EBITDA, its a meaningless indicator.   OP said market expects positive net profit margin, which is untrue. No analyst is forecasting this. vicloo      ( Date: 05-Jul-2024 05:49) Posted: If you follow last reporting, Seatrium Ebitda turned posstive despite exceptional items, fines, merger cost etc. This quarter there is no more additional fines and no more merger cost, theoretically earning should increase with more orders. "Reflecting Seatrium?s improved operational performance, its earnings before interest, taxes, depreciation and amortisation (Ebitda) in 2023 were $236 million, a reversal from a negative Ebitda of $7 million in 2022. Excluding exceptional items, underlying Ebitda jumped 456 per cent to $628 million, from $113 million in the 2022 financial year. Seatrium said it achieved strong order wins of $4.5 billion in financial year 2023 and year-to-date 2024. Its net order book stood at $16.2 billion. Of this, approximately 39 per cent comprised renewables and cleaner/green solutions." Source: https://www.straitstimes.com/business/seatrium-s-h2-loss-widens-to-168-billion-settles-brazil-operation-car-wash-claims-for-1824-million BinderyT      ( Date: 05-Jul-2024 04:06) Posted: Out of 9 analysts, none of them expect positive earnings.   So where did you get your info
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SgYuan Supreme	05-Jul-2024 08:12        SgYuan About Contact  Quote this Post!
x 0   x 0  Alert Admin	smm h wc up in wabc up formation wa hit 148 wb dn 61.8 143 this must hold then wc up 151
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n3wbie Elite	05-Jul-2024 07:54        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	We are likely to see another one-off impact in 1H24 for the arbitration by MH Wirth per 21 May 2024 SGX announcement with payment of US$68mn to settle all interest payable and outstanding issues unless there are any other skeletons hiding inside the closet not announced, we will expect this additional line item at least vicloo      ( Date: 05-Jul-2024 05:49) Posted: If you follow last reporting, Seatrium Ebitda turned posstive despite exceptional items, fines, merger cost etc. This quarter there is no more additional fines and no more merger cost, theoretically earning should increase with more orders. "Reflecting Seatrium?s improved operational performance, its earnings before interest, taxes, depreciation and amortisation (Ebitda) in 2023 were $236 million, a reversal from a negative Ebitda of $7 million in 2022. Excluding exceptional items, underlying Ebitda jumped 456 per cent to $628 million, from $113 million in the 2022 financial year. Seatrium said it achieved strong order wins of $4.5 billion in financial year 2023 and year-to-date 2024. Its net order book stood at $16.2 billion. Of this, approximately 39 per cent comprised renewables and cleaner/green solutions." Source: https://www.straitstimes.com/business/seatrium-s-h2-loss-widens-to-168-billion-settles-brazil-operation-car-wash-claims-for-1824-million BinderyT      ( Date: 05-Jul-2024 04:06) Posted: Out of 9 analysts, none of them expect positive earnings.   So where did you get your info
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vicloo Supreme	05-Jul-2024 05:49        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	If you follow last reporting, Seatrium Ebitda turned posstive despite exceptional items, fines, merger cost etc. This quarter there is no more additional fines and no more merger cost, theoretically earning should increase with more orders. "Reflecting Seatrium?s improved operational performance, its earnings before interest, taxes, depreciation and amortisation (Ebitda) in 2023 were $236 million, a reversal from a negative Ebitda of $7 million in 2022. Excluding exceptional items, underlying Ebitda jumped 456 per cent to $628 million, from $113 million in the 2022 financial year. Seatrium said it achieved strong order wins of $4.5 billion in financial year 2023 and year-to-date 2024. Its net order book stood at $16.2 billion. Of this, approximately 39 per cent comprised renewables and cleaner/green solutions." Source: https://www.straitstimes.com/business/seatrium-s-h2-loss-widens-to-168-billion-settles-brazil-operation-car-wash-claims-for-1824-million BinderyT      ( Date: 05-Jul-2024 04:06) Posted: Out of 9 analysts, none of them expect positive earnings.   So where did you get your info? Chansenghoe1971      ( Date: 04-Jul-2024 19:00) Posted: Nope. Market expect positive NpM. Ebitda already positive. Op cf positive. Anything less, dump it to 100.
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BinderyT Elite	05-Jul-2024 04:06        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Out of 9 analysts, none of them expect positive earnings.   So where did you get your info? Chansenghoe1971      ( Date: 04-Jul-2024 19:00) Posted: Nope. Market expect positive NpM. Ebitda already positive. Op cf positive. Anything less, dump it to 100. BinderyT      ( Date: 04-Jul-2024 18:18) Posted: Bar is low.   Negative margin is already expected and priced in
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Chansenghoe1971 Elite	04-Jul-2024 22:49        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nope I am positive but the selling shortists seem worryingly confident. SAVIORFOREVER      ( Date: 04-Jul-2024 21:14) Posted: This seems to contradict your negative sentiment. Trade with where are we and DYODD Chansenghoe1971      ( Date: 04-Jul-2024 13:03) Posted: I think no more 139 159 169 179 next
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SAVIORFOREVER Supreme	04-Jul-2024 21:40        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 0  Alert Admin	You loaded up? Trade with curiosity and DYODD vicloo      ( Date: 04-Jul-2024 20:38) Posted: Number of shares already reduced by 20x, 95% after the 20 to 1 reversed split. Joyoftheworld      ( Date: 04-Jul-2024 20:13) Posted: The problem after the merger is there are simply too many shares. Need billion dollar profit to really move the needle. Share price would stagnate at current level if only make a few hundred million a year.
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SAVIORFOREVER Supreme	04-Jul-2024 21:14        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 0  Alert Admin	This seems to contradict your negative sentiment. Trade with where are we and DYODD Chansenghoe1971      ( Date: 04-Jul-2024 13:03) Posted: I think no more 139 159 169 179 next SAVIORFOREVER      ( Date: 04-Jul-2024 11:28) Posted: Don't wait up for 139 again. It's a good contra buy though. Congrats. Trade with slow uptrend and DYODD
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vicloo Supreme	04-Jul-2024 20:38        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Number of shares already reduced by 20x, 95% after the 20 to 1 reversed split. Joyoftheworld      ( Date: 04-Jul-2024 20:13) Posted: The problem after the merger is there are simply too many shares. Need billion dollar profit to really move the needle. Share price would stagnate at current level if only make a few hundred million a year.
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Joyoftheworld Master	04-Jul-2024 20:17        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	A few months ago, mgt dare to say they aim only to make $1 billion ebitda, the share price immediately crashed 20%. We need $2 billion ebitda for this baby to rocket....
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Joyoftheworld Master	04-Jul-2024 20:13        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	The problem after the merger is there are simply too many shares. Need billion dollar profit to really move the needle. Share price would stagnate at current level if only make a few hundred million a year.
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Joyoftheworld Master	04-Jul-2024 20:09        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	True, 2023 Ebitda about $600mil and cash flow is highly positive. If net profit for H1 2024 is below $100mil, then watch out below. 100 not impossible if still reporting net loss. Chansenghoe1971      ( Date: 04-Jul-2024 19:00) Posted: Nope. Market expect positive NpM. Ebitda already positive. Op cf positive. Anything less, dump it to 100. BinderyT      ( Date: 04-Jul-2024 18:18) Posted: Bar is low.   Negative margin is already expected and priced in
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SAVIORFOREVER Supreme	04-Jul-2024 20:06        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 0  Alert Admin	You seems negative about the result. No wonder you don't want to carry your holding through to the result announcement date. You just want to sell on the upbeat note. Trade with curiosity and DYODD Chansenghoe1971      ( Date: 04-Jul-2024 19:00) Posted: Nope. Market expect positive NpM. Ebitda already positive. Op cf positive. Anything less, dump it to 100. BinderyT      ( Date: 04-Jul-2024 18:18) Posted: Bar is low.   Negative margin is already expected and priced in
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Chansenghoe1971 Elite	04-Jul-2024 19:00        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nope. Market expect positive NpM. Ebitda already positive. Op cf positive. Anything less, dump it to 100. BinderyT      ( Date: 04-Jul-2024 18:18) Posted: Bar is low.   Negative margin is already expected and priced in. Chansenghoe1971      ( Date: 04-Jul-2024 17:14) Posted: H1 results is a D-Day revelation for Seatrium. Any underperforming results, this bunch of management will be (sent to hell) by shortists bb. I guarantee price will dip below 100 if any below par performance.
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BinderyT Elite	04-Jul-2024 18:18        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bar is low.   Negative margin is already expected and priced in. Chansenghoe1971      ( Date: 04-Jul-2024 17:14) Posted: H1 results is a D-Day revelation for Seatrium. Any underperforming results, this bunch of management will be (sent to hell) by shortists bb. I guarantee price will dip below 100 if any below par performance.
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SAVIORFOREVER Supreme	04-Jul-2024 17:30        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 0  Alert Admin	More like longs will be visiting hell. Management still collect salary. Then you can collect below 100 and thank Seatrium again. Trade with expectation and DYODD Chansenghoe1971      ( Date: 04-Jul-2024 17:14) Posted: H1 results is a D-Day revelation for Seatrium. Any underperforming results, this bunch of management will be (sent to hell) by shortists bb. I guarantee price will dip below 100 if any below par performance.
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Joyoftheworld Master	04-Jul-2024 17:17        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	Up 2% for the day. Need another bottle of champagne!
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Chansenghoe1971 Elite	04-Jul-2024 17:14        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	H1 results is a D-Day revelation for Seatrium. Any underperforming results, this bunch of management will be (sent to hell) by shortists bb. I guarantee price will dip below 100 if any below par performance.
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