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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
weishent Elite	12-Jan-2021 14:31        weishent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Come on waiting the One Mouth clear up .166 again. go go go
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bystander1965 Supreme	12-Jan-2021 14:26        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	You " walk fire enter devil" le. Godwinlow      ( Date: 12-Jan-2021 14:17) Posted: 😂   pkli899      ( Date: 12-Jan-2021 13:54) Posted: LO
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Godwinlow Elite	12-Jan-2021 14:17        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	😂   pkli899      ( Date: 12-Jan-2021 13:54) Posted: LOL Godwinlow      ( Date: 12-Jan-2021 13:32) Posted: Anyone passing by Keppel building at raffles. See at night the top of the building lights still on or not. See they working hard on the 100days O& M
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pkli899 Supreme	12-Jan-2021 13:54        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	LOL Godwinlow      ( Date: 12-Jan-2021 13:32) Posted: Anyone passing by Keppel building at raffles. See at night the top of the building lights still on or not. See they working hard on the 100days O& M
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weishent Elite	12-Jan-2021 13:50        weishent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Base build up at 0.165
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Godwinlow Elite	12-Jan-2021 13:48        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Go go go. Up up up. ✈ ️ weishent      ( Date: 12-Jan-2021 13:45) Posted: 0.166 now. One mouth cleared 0.165. lets go. Big players inside. sellers disappearing
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weishent Elite	12-Jan-2021 13:45        weishent About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.166 now. One mouth cleared 0.165. lets go. Big players inside. sellers disappearing
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Godwinlow Elite	12-Jan-2021 13:43        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe is bro better help me push up the price 😂 he keep buying us buy more and more sembmarine bystander1965      ( Date: 12-Jan-2021 13:41) Posted: Ready, set, ... go? I am biased up for now. Hope I am right. weishent      ( Date: 12-Jan-2021 13:39) Posted: Power back on. One mouth cleared .164 now .165. big boys inside
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bystander1965 Supreme	12-Jan-2021 13:41        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Ready, set, ... go? I am biased up for now. Hope I am right. weishent      ( Date: 12-Jan-2021 13:39) Posted: Power back on. One mouth cleared .164 now .165. big boys inside
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weishent Elite	12-Jan-2021 13:39        weishent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Power back on. One mouth cleared .164 now .165. big boys inside
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Godwinlow Elite	12-Jan-2021 13:32        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone passing by Keppel building at raffles. See at night the top of the building lights still on or not. See they working hard on the 100days O& M
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112233 Master	12-Jan-2021 13:19        112233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	giddy already ... haha naoshingo      ( Date: 12-Jan-2021 11:46) Posted: Still like that........... bystander1965      ( Date: 12-Jan-2021 11:39) Posted: Ok. They saw our comments. 164 broken. Hahaha
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weishent Elite	12-Jan-2021 13:18        weishent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Someone keep trying to press down SMM. and keep collect at 0.164 and forcing weak seller to sell at 0.163
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Brycal_88 Member	12-Jan-2021 11:52        Brycal_88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This lucky cantoon is out again.... Chiong soon!  ： ） naoshingo      ( Date: 12-Jan-2021 11:46) Posted: Still like that........... bystander1965      ( Date: 12-Jan-2021 11:39) Posted: Ok. They saw our comments. 164 broken. Hahaha
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naoshingo Elite	12-Jan-2021 11:46        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Still like that........... bystander1965      ( Date: 12-Jan-2021 11:39) Posted: Ok. They saw our comments. 164 broken. Hahaha. bystander1965      ( Date: 12-Jan-2021 11:19) Posted: So far the " buyers" seem to keep appearing at 164. Yesterday I said in a day or 2 we should know which direction it would go. So u have the same view. :
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bystander1965 Supreme	12-Jan-2021 11:39        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Ok. They saw our comments. 164 broken. Hahaha. bystander1965      ( Date: 12-Jan-2021 11:19) Posted: So far the " buyers" seem to keep appearing at 164. Yesterday I said in a day or 2 we should know which direction it would go. So u have the same view. :) ICXGOLD      ( Date: 12-Jan-2021 11:16) Posted: As we have held 16.4, hoping and expecting SCM to start moving upward in the afternoon session around 3:30pm or early tomorrow. Provided we dont break 16.4 before that. Consolidation done I hope
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Godwinlow Elite	12-Jan-2021 11:30        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think clean energy project is thin margin business.  bystander1965      ( Date: 12-Jan-2021 11:14) Posted: Yup, that is the piece I was referring to. Incidentally the last statement by Mr. Loh somehow tells me that the profit margins of the projects were too thin and could not cover the cost. And recently SMM made a statement to the extent that they were more " picky" on the projects they would tender, and would avoid projects with low or thin margins. SMM also was suffering from that kind of stuff also. Godwinlow      ( Date: 12-Jan-2021 11:04) Posted: Lim Siew Khee, CGS-CIMB Research Pte Ltd Can I just check, when do your 100 days start? LCH: Well, you can put it as end-September, early-October. Did you say that by the end of this 100 days, you might have an outcome of your strategic review of O& M? LCH: Yes, that would be one of the initiatives under the 100-day plan. We will share with the market at that time what we have. Ok, but you may not have a conclusion by then? Or would you have a conclusion by then? LCH: No, I mean we will share with the market at that time. I do not want to predict what the outcome is going to be. As I have said before, all options, both organic and inorganic, are being considered. For Keppel O& M, despite having more workforce resuming work, it was still making a loss. Is it because of the SMM that are restricting the ideal capacity to give you the right productivity levels? Am I right to say that is why you are still making a loss? LCH: I said earlier that at the gross profit level, Keppel O& M was profitable for the third quarter, but the gross profit was not sufficient to cover the total overhead cost. That is because the topline was very much reduced because of the reduced workforce, as well as the lower productivity of the workforce due to the SMM. That is why it is very important for Keppel O& M to rightsize and get the overhead costs under control. The team has worked very hard to identify levers to reduce overhead costs in excess of S$90 million starting from 2021.
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bystander1965 Supreme	12-Jan-2021 11:19        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	So far the " buyers" seem to keep appearing at 164. Yesterday I said in a day or 2 we should know which direction it would go. So u have the same view. :) ICXGOLD      ( Date: 12-Jan-2021 11:16) Posted: As we have held 16.4, hoping and expecting SCM to start moving upward in the afternoon session around 3:30pm or early tomorrow. Provided we dont break 16.4 before that. Consolidation done I hope
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ICXGOLD Master	12-Jan-2021 11:16        ICXGOLD About Contact  Quote this Post!
x 0   x 0  Alert Admin	As we have held 16.4, hoping and expecting SCM to start moving upward in the afternoon session around 3:30pm or early tomorrow. Provided we dont break 16.4 before that. Consolidation done I hope
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bystander1965 Supreme	12-Jan-2021 11:14        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Yup, that is the piece I was referring to. Incidentally the last statement by Mr. Loh somehow tells me that the profit margins of the projects were too thin and could not cover the cost. And recently SMM made a statement to the extent that they were more " picky" on the projects they would tender, and would avoid projects with low or thin margins. SMM also was suffering from that kind of stuff also. Godwinlow      ( Date: 12-Jan-2021 11:04) Posted: Lim Siew Khee, CGS-CIMB Research Pte Ltd Can I just check, when do your 100 days start? LCH: Well, you can put it as end-September, early-October. Did you say that by the end of this 100 days, you might have an outcome of your strategic review of O& M? LCH: Yes, that would be one of the initiatives under the 100-day plan. We will share with the market at that time what we have. Ok, but you may not have a conclusion by then? Or would you have a conclusion by then? LCH: No, I mean we will share with the market at that time. I do not want to predict what the outcome is going to be. As I have said before, all options, both organic and inorganic, are being considered. For Keppel O& M, despite having more workforce resuming work, it was still making a loss. Is it because of the SMM that are restricting the ideal capacity to give you the right productivity levels? Am I right to say that is why you are still making a loss? LCH: I said earlier that at the gross profit level, Keppel O& M was profitable for the third quarter, but the gross profit was not sufficient to cover the total overhead cost. That is because the topline was very much reduced because of the reduced workforce, as well as the lower productivity of the workforce due to the SMM. That is why it is very important for Keppel O& M to rightsize and get the overhead costs under control. The team has worked very hard to identify levers to reduce overhead costs in excess of S$90 million starting from 2021. bystander1965      ( Date: 12-Jan-2021 10:51) Posted: There may not be any conclusion. During the Q& A back then, a reporter asked explicitly if that means KC will have a plan on KOM by 100 days. Mr. Loh made it clear they would share whatever they have by that time. The market just latched on that as if there would be a definitive answer by the 100 days. It' s a complicated thing. After 100 days, if they could say what they " plan" to do is already a very aggressive move.
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