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SembCorp Marine- The new Frontier. Post Reply Rate topic
ahbui8 Master	22-Sep-2021 20:08        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Unless market price drop till below 7cts, then LL one need to open the letter and accept it. :p LOL MikeL2009      ( Date: 22-Sep-2021 19:47) Posted: OK thanks, guys If Reject, same as throw into bins, no need nil return.lol 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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MikeL2009 Senior	22-Sep-2021 19:47        MikeL2009 About Contact  Quote this Post!
x 0   x 0  Alert Admin	OK thanks, guys If Reject, same as throw into bins, no need nil return.lol ahbui8      ( Date: 22-Sep-2021 19:40) Posted: When I see the letter, I will throw into dustbin straight away without even open it.   pkli899      ( Date: 22-Sep-2021 19:37) Posted: Not by way of voting bah. Letter of Offer send to all shareholders. Sign and return acceptance letter if u accept their 8 c offer
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pkli899 Supreme	22-Sep-2021 19:45        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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.   pkli899      ( Date: 22-Sep-2021 19:37) Posted: Not by way of voting bah. Letter of Offer send to all shareholders. Sign and return acceptance letter if u accept their 8 c offer
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pkli899 Supreme	22-Sep-2021 19:41        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes.....stop it..... I see Chagatai also peace loving like me....haha. Chagatai      ( Date: 22-Sep-2021 17:50) Posted: Please stop 🛑 insulting each other the share price is on it own accord just chill Chill have a few more Beers 🍺 Please 😌
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ahbui8 Master	22-Sep-2021 19:40        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	When I see the letter, I will throw into dustbin straight away without even open it.   pkli899      ( Date: 22-Sep-2021 19:37) Posted: Not by way of voting bah. Letter of Offer send to all shareholders. Sign and return acceptance letter if u accept their 8 c offer. MikeL2009      ( Date: 22-Sep-2021 17:49) Posted: So retail investors need to vote for or against the 0.08 cts MO? No mention of this.
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pkli899 Supreme	22-Sep-2021 19:37        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not by way of voting bah. Letter of Offer send to all shareholders. Sign and return acceptance letter if u accept their 8 c offer. MikeL2009      ( Date: 22-Sep-2021 17:49) Posted: So retail investors need to vote for or against the 0.08 cts MO? No mention of this.
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MikeL2009 Senior	22-Sep-2021 19:22        MikeL2009 About Contact  Quote this Post!
x 0   x 0  Alert Admin	So they will write to retail investors individually for decision - accept or reject. 1st time dealing with MO boyboy61      ( Date: 22-Sep-2021 18:27) Posted: There is no need to vote. It is either you accept or reject the offer MikeL2009      ( Date: 22-Sep-2021 17:49) Posted: So retail investors need to vote for or against the 0.08 cts MO? No mention of this.
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ahbui8 Master	22-Sep-2021 19:11        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Up or not unknown, I just know if don' t have the cheapskate offer, price will confirm up. NAV is around 0.143, after having 1.5B fresh cash, should at least trade at 0.6 x PB which this price is push up yesterday. Zeclim1983      ( Date: 22-Sep-2021 17:56) Posted: My view is: The price will move northward, before the expiration of the MGO, to an extent that most of us will forget the price. Chill, indeed.
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Starship Supreme	22-Sep-2021 19:03        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	Chagatai      ( Date: 22-Sep-2021 17:50) Posted: Please stop 🛑 insulting each other the share price is on it own accord just chill Chill have a few more Beers 🍺 Please 😌
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stanleytay Master	22-Sep-2021 18:54        stanleytay About Contact  Quote this Post!
x 0   x 0  Alert Admin	If you cant even comprehend the last 3 weeks happening in smm, dont think so far. Talking about 2022 rights, demerger etc. You guys are here to create stories or make money. 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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vicloo Supreme	22-Sep-2021 18:40        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	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. 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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stanleytay Master	22-Sep-2021 18:37        stanleytay About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keep saying Kep corp. Today closed at day low 5.18. Poor guy. KepCorp in good shape also no use, uiop still sitting on paper losses.  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. 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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boyboy61 Supreme	22-Sep-2021 18:27        boyboy61 About Contact  Quote this Post!
x 0   x 0  Alert Admin	There is no need to vote. It is either you accept or reject the offer MikeL2009      ( Date: 22-Sep-2021 17:49) Posted: So retail investors need to vote for or against the 0.08 cts MO? No mention of this.
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Zeclim1983 Member	22-Sep-2021 17:56        Zeclim1983 About Contact  Quote this Post!
x 0   x 0  Alert Admin	My view is: The price will move northward, before the expiration of the MGO, to an extent that most of us will forget the price. Chill, indeed.
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Chagatai Veteran	22-Sep-2021 17:50        Chagatai About Contact  Quote this Post!
x 0   x 0  Alert Admin	Please stop 🛑 insulting each other the share price is on it own accord just chill Chill have a few more Beers 🍺 Please 😌
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MikeL2009 Senior	22-Sep-2021 17:49        MikeL2009 About Contact  Quote this Post!
x 0   x 0  Alert Admin	So retail investors need to vote for or against the 0.08 cts MO? No mention of this.
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Chagatai Veteran	22-Sep-2021 17:42        Chagatai About Contact  Quote this Post!
x 0   x 0  Alert Admin	For Better or Worse I become a typist right hand start index finger stop at pinky.. just let it All Rock N Roll we See again in 6 Mths time got double or Nothing 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. 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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uiop1223 Supreme	22-Sep-2021 17:35        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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. 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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better Elite	22-Sep-2021 17:34        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keppel OM does have a top snake oil salesman (Loh Chin Hua) as their group CEO. Loss also can say it is EBITA positive.  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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better Elite	22-Sep-2021 17:31        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	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."   weekaykee      ( Date: 22-Sep-2021 15:42) Posted: If the merger terms are unfavourable to SMM (which is likely as it is in a very weak bargaining position now and with even KOM winning more contracts) + no new contracts won by Dec this year, 5cts would be reached
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