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SembCorp Marine- The new Frontier. Post Reply Rate topic
stanleytay Master	23-Sep-2021 07:50        stanleytay About Contact  Quote this Post!
x 0   x 0  Alert Admin	It wont be shown on Poems.. what matters is its shown on your cdp ICXGOLD      ( Date: 23-Sep-2021 07:30) Posted: Need advice please on ( POEMS )  My SCM rights are showing up in my CDP, but still not in my Phillips CASH MANAGEMENT account. Am I supposed to take any action to get it on the POEMS platform?
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ICXGOLD Master	23-Sep-2021 07:30        ICXGOLD About Contact  Quote this Post!
x 0   x 0  Alert Admin	Need advice please on ( POEMS )  My SCM rights are showing up in my CDP, but still not in my Phillips CASH MANAGEMENT account. Am I supposed to take any action to get it on the POEMS platform?
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Zeclim1983 Member	23-Sep-2021 06:39        Zeclim1983 About Contact  Quote this Post!
x 0   x 0  Alert Admin	My views why MGO will NOT succeed: 1. MM/BB collected massively from 81/87 before 22/9 and during rights trading from 0.0001 to 0.005 (or 81/85 at conversion) 2. Absorption (day 1, 22/9) average about 82/83 3. Net avg, should be around 83. If they (MM/BB and TH) are of different group, why must the former sell back to the latter in the MGO and take in a loss? If so, they will be COLLUSION at the highest realm. If so again, it means TH is up to ill design of wanting to take SCM private but?? Taking it private is not going to happen, my views again: 1. Dbs is the other underwriter at 8. The arrangement for DBS to be partially taking the rights is a deliberate calibrated step to prevent all rights sub shares fall into TH hands ending up more than 90% and making it a de facto Compulsory acquisition. 2. Many shh from prior prior prior batches at very very very high price, will not be happy if CA happens. We will see many of them in Hong Lim Park. The Evergrande debacle saw many China Chinese out in the public protesting. Nobody can take such things for granted in Singapore. Our think-tank scholars will agree with any possible scenarios. Unlike Hyflux, TH is in SCM. The grand plan is to make SCM merge with KOM to create a world class mega yard as the next direction is clean energy (global warming is huge topic). Absorption may end on Friday or at most next week and SCM train should depart by then. Whether depart to Horland or to Promised Land, it is everybody?s guess. But as far as I am concerned, I am on the train, my stakes is huge. Probably seated near the VvIP cabin. Huat to Mariners (hope not submariners) My POV. All the best. ahbui8      ( Date: 22-Sep-2021 23:00) Posted: Your episode 2 will last till MGO lapse, need contract win or merge news to trigger your episode 3. Zeclim1983      ( Date: 22-Sep-2021 22:13) Posted: Quote: It said Startree intends to keep Sembmarine listed on the Singapore Exchange following the completion of the offer. But it also noted that "Startree reserves the right to re-evaluate its position, taking into account, among other things, the level of acceptances received by Startree in respect of the mandatory general offer and the prevailing market conditions at the relevant time The implication is: By deliberately offering at a low-baller price, TH wishes the level of acceptances to be low. It wishes to keep the entity listed. Means: To make the acceptance low, the mother share price needs to move further away from the offer price. If the price is as per what you said, there will be arbitrage traders to buy and thrown back to them at 8. This will NOT happen during these 28 days, at least. Conclusion: We are in Episode 2 (refer to my earlier posting). My views?..
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boyboy61 Supreme	23-Sep-2021 04:05        boyboy61 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It all depends on the level of acceptance. For a company to remain listed at least 10% must be in free float. bornloser      ( Date: 23-Sep-2021 01:05) Posted: Will Semb Marine be delisted after MO?
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bornloser Senior	23-Sep-2021 01:05        bornloser About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will Semb Marine be delisted after MO?
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ICXGOLD Master	23-Sep-2021 00:35        ICXGOLD About Contact  Quote this Post!
x 0   x 0  Alert Admin	This will be really cool to return to sender. Throws a spanner in the works  pkli899      ( Date: 22-Sep-2021 19:45) Posted: LOL......of course.....I' ll tell postman to take it back. ahbui8      ( Date: 22-Sep-2021 19:40) Posted: When I see the letter, I will throw into dustbin straight away without even open it.
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ICXGOLD Master	23-Sep-2021 00:33        ICXGOLD About Contact  Quote this Post!
x 0   x 0  Alert Admin	I wonder, who on earth will want to be associated with KOM after seeing how TH treated SCM. Anyone that touch KOM also will get burnt vicloo      ( Date: 22-Sep-2021 18:40) Posted: Keppel to get better after demerger with KOM... Just look at sembcorp industry share price after demerger 😊 👍 uiop1223      ( Date: 22-Sep-2021 17:35) Posted: Disillusion chap.. the cash from this rights issue is for SMM to tide over for till next yr. Mtgm has already said this during the rationale for rights issue. This rights issue is not for fun and SMM will fold up in absence of cash injection. Keppel is in much better shape
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beng1102 Elite	22-Sep-2021 23:52        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	MO is just in case market price really go below 8c and whoever wants exist could sell their share to TH.    Market price is holding up above 8c so consenus is for shareholder to reject the MO. ahbui8      ( Date: 22-Sep-2021 23:00) Posted: Your episode 2 will last till MGO lapse, need contract win or merge news to trigger your episode 3. Zeclim1983      ( Date: 22-Sep-2021 22:13) Posted: Quote: It said Startree intends to keep Sembmarine listed on the Singapore Exchange following the completion of the offer. But it also noted that "Startree reserves the right to re-evaluate its position, taking into account, among other things, the level of acceptances received by Startree in respect of the mandatory general offer and the prevailing market conditions at the relevant time The implication is: By deliberately offering at a low-baller price, TH wishes the level of acceptances to be low. It wishes to keep the entity listed. Means: To make the acceptance low, the mother share price needs to move further away from the offer price. If the price is as per what you said, there will be arbitrage traders to buy and thrown back to them at 8. This will NOT happen during these 28 days, at least. Conclusion: We are in Episode 2 (refer to my earlier posting). My views?..
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ahbui8 Master	22-Sep-2021 23:00        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Your episode 2 will last till MGO lapse, need contract win or merge news to trigger your episode 3. Zeclim1983      ( Date: 22-Sep-2021 22:13) Posted: Quote: It said Startree intends to keep Sembmarine listed on the Singapore Exchange following the completion of the offer. But it also noted that "Startree reserves the right to re-evaluate its position, taking into account, among other things, the level of acceptances received by Startree in respect of the mandatory general offer and the prevailing market conditions at the relevant time The implication is: By deliberately offering at a low-baller price, TH wishes the level of acceptances to be low. It wishes to keep the entity listed. Means: To make the acceptance low, the mother share price needs to move further away from the offer price. If the price is as per what you said, there will be arbitrage traders to buy and thrown back to them at 8. This will NOT happen during these 28 days, at least. Conclusion: We are in Episode 2 (refer to my earlier posting). My views?.. Sgvale      ( Date: 22-Sep-2021 22:07) Posted: TH sees SM at most worth 8c. Jialat. 5c -6c cpming.Take it or leave it.
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Zeclim1983 Member	22-Sep-2021 22:49        Zeclim1983 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes. 8 cents is only customary to comply as they had broached the level. I had said before the offer, it is unlikely be more than 8. Now, MM/BB is doing the absorption. Hope everyone sees the game plan here. Do not get emotive even if you had lost before / are in losing position. chart_expert123      ( Date: 22-Sep-2021 22:37) Posted: MGO is a public listing rules requirement for the major shareholder holding 30-50% who intend to increase their stake further. Due to rights subscription is lower than 100%, temasek force to buy excess rights and force to MGO ad per rules. Our good friends here all thought temasek will MGO at higher price 🤪 🤪 🤪 . Good dream. But it may become nightmare if price drop below 8cents if they still holding. ksangks      ( Date: 22-Sep-2021 22:27) Posted: Since Temasek only wanted to offer 8 cents , why didnt they offer from day one , instead of RI at 8 cents and doing a MGO . All these cost a lot of expenses and times , Why spend money go one big round for the same objective ?
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chart_expert123 Master	22-Sep-2021 22:37        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	MGO is a public listing rules requirement for the major shareholder holding 30-50% who intend to increase their stake further. Due to rights subscription is lower than 100%, temasek force to buy excess rights and force to MGO ad per rules. Our good friends here all thought temasek will MGO at higher price 🤪 🤪 🤪 . Good dream. But it may become nightmare if price drop below 8cents if they still holding. ksangks      ( Date: 22-Sep-2021 22:27) Posted: Since Temasek only wanted to offer 8 cents , why didnt they offer from day one , instead of RI at 8 cents and doing a MGO . All these cost a lot of expenses and times , Why spend money go one big round for the same objective ?
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ksangks Senior	22-Sep-2021 22:27        ksangks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Since Temasek only wanted to offer 8 cents , why didnt they offer from day one , instead of RI at 8 cents and doing a MGO . All these cost a lot of expenses and times , Why spend money go one big round for the same objective ?
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Checkerman Master	22-Sep-2021 22:16        Checkerman About Contact  Quote this Post!
x 0   x 0  Alert Admin	From issue right to mandatory offer What is this 🤩 🤩 😗 ksangks      ( Date: 22-Sep-2021 20:09) Posted: Price should head south after mo lapse
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Zeclim1983 Member	22-Sep-2021 22:13        Zeclim1983 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Quote: It said Startree intends to keep Sembmarine listed on the Singapore Exchange following the completion of the offer. But it also noted that "Startree reserves the right to re-evaluate its position, taking into account, among other things, the level of acceptances received by Startree in respect of the mandatory general offer and the prevailing market conditions at the relevant time The implication is: By deliberately offering at a low-baller price, TH wishes the level of acceptances to be low. It wishes to keep the entity listed. Means: To make the acceptance low, the mother share price needs to move further away from the offer price. If the price is as per what you said, there will be arbitrage traders to buy and thrown back to them at 8. This will NOT happen during these 28 days, at least. Conclusion: We are in Episode 2 (refer to my earlier posting). My views?.. Sgvale      ( Date: 22-Sep-2021 22:07) Posted: TH sees SM at most worth 8c. Jialat. 5c -6c cpming.Take it or leave it.
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Sgvale Supreme	22-Sep-2021 22:07        Sgvale About Contact  Quote this Post!
x 0   x 1  Alert Admin	TH sees SM at most worth 8c. Jialat. 5c -6c cpming.Take it or leave it.
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Chagatai Veteran	22-Sep-2021 21:24        Chagatai About Contact  Quote this Post!
x 0   x 0  Alert Admin	lol 😂 👍 👍 Starship      ( Date: 22-Sep-2021 20:45) Posted: Temasek makes mandatory general offer of S$0.08 per share for Sembcorp Marine WED, SEP 22, 2021 - 3:05 PM https://www.businesstimes.com.sg/companies-markets/temasek-makes-mandatory-general-offer-of-s008-per-share-for-sembcorp-marine
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Starship Supreme	22-Sep-2021 20:45        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek makes mandatory general offer of S$0.08 per share for Sembcorp Marine WED, SEP 22, 2021 - 3:05 PM https://www.businesstimes.com.sg/companies-markets/temasek-makes-mandatory-general-offer-of-s008-per-share-for-sembcorp-marine
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better Elite	22-Sep-2021 20:19        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	My goodness...everyone in this forum is expressing his or her opinion. chart_expert123      ( Date: 22-Sep-2021 20:13) Posted: 😄 😄 , this is your own opinion after holding sembmar shares. Even thought what you think is right. So long as Keppel Corp shareholders and analysts don't think so, sembmar still have to offer cash + free shares with market discount price to merge. Temasek who holding 49% plus DBS and other institutions will vote for merge so long as there is deal agreed by keppel Corp. Temasek only hold 20%, on keppel Corp. It is easier to shut less than 50% than 80% mouth. It is very obvious. My opinion is either buying keppel Corp shares now ( those don't want to take risk but believe the industry will recover after merge) or waiting sembmar to 5cents ( play for swings). Holding around 8cents, it is like staying at mid of mountain, earthquake, down to 5cents. No earthquake till merger, the reward at the top may be only 2-3 cents only which is 10-11 cents. You all shall do your own risk analysis before betting on the recovery. better      ( Date: 22-Sep-2021 17:31) Posted: Both Keppel OM and Sembmarine are moving in the same direction. Both companies have announced that they " will not undertake any new project requiring large upfront capex or without milestone payments, exit low value-adding repairs and other activities with low bottom-line contribution, and focus on higher value-adding work." Main differences are !)  Sembmarine is more technologically advanced via their ownership of Sevan SSP and Proprietary Cylindrical hull technology. 2) Keppel OM have about $3billion worth of completed or almost completed rigs sitting in its yard, collecting dust and tying up precious capital. 3) Unlikw Keppel OM, Sembmarine has no lawsuit on its neck and now unfortunately, plenty of cash from the 2nd rights issue.
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chart_expert123 Master	22-Sep-2021 20:13        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	😄 😄 , this is your own opinion after holding sembmar shares. Even thought what you think is right. So long as Keppel Corp shareholders and analysts don't think so, sembmar still have to offer cash + free shares with market discount price to merge. Temasek who holding 49% plus DBS and other institutions will vote for merge so long as there is deal agreed by keppel Corp. Temasek only hold 20%, on keppel Corp. It is easier to shut less than 50% than 80% mouth. It is very obvious. My opinion is either buying keppel Corp shares now ( those don't want to take risk but believe the industry will recover after merge) or waiting sembmar to 5cents ( play for swings). Holding around 8cents, it is like staying at mid of mountain, earthquake, down to 5cents. No earthquake till merger, the reward at the top may be only 2-3 cents only which is 10-11 cents. You all shall do your own risk analysis before betting on the recovery. better      ( Date: 22-Sep-2021 17:31) Posted: Both Keppel OM and Sembmarine are moving in the same direction. Both companies have announced that they " will not undertake any new project requiring large upfront capex or without milestone payments, exit low value-adding repairs and other activities with low bottom-line contribution, and focus on higher value-adding work." Main differences are !)  Sembmarine is more technologically advanced via their ownership of Sevan SSP and Proprietary Cylindrical hull technology. 2) Keppel OM have about $3billion worth of completed or almost completed rigs sitting in its yard, collecting dust and tying up precious capital. 3) Unlikw Keppel OM, Sembmarine has no lawsuit on its neck and now unfortunately, plenty of cash from the 2nd rights issue. chart_expert123      ( Date: 22-Sep-2021 16:21) Posted: Temasek hold 49% of Sembmar and 20% keppel corp. Sembmar right is at 8cents to bail out. This is after 20cents. Keppel corp didn' t issue rights for bail out. Obviously, the party which is required to be pleased is Keppel Corp shareholders.  I like the statement from Keppel Group when they incurred huge loss write down which shall bring to Sembmar after merging."   Keppel O& M will not undertake any new project requiring large upfront capex or without milestone payments, said the group. It will also progressively exit low value-adding repairs and other activities with low bottom-line contribution, and focus on higher value-adding work."
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ksangks Senior	22-Sep-2021 20:09        ksangks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Price should head south after mo lapse
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