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newbie19 Supreme	05-Aug-2023 13:01        newbie19 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Yes agree, Login20 knows quite indepth of Seatrium. Longists like me need not has to worry.. Just sit back and relax..😊 😊 😆 🧧 🧧 🧧 I also know Seatrium and Keppel very well too. Eagle88      ( Date: 05-Aug-2023 12:38) Posted: Hi Bro, Thank you for all the explainations.  Note: Seatrium SBB for 20millions was done on 4 Aug 2023 yesterday. KC sold 50miilions on 28 July 2023.  https://links.sgx.com/1.0.0/corporate-announcements/FZDOUH0JGPHCZ6GV/d70f75ffd5081b13326791223c374e568c9a5112ae0910828f2df92831bba937 Login20      ( Date: 05-Aug-2023 11:57) Posted: Appreciated your concerns, however, you are not all right. 1. ) Keppel selling Seatrium shares has nothing to do with rational to Seatrium. Is more rational for Keppel to off load Seatrium shares as they are monetarising to major assets to light assets as new Business Model. To TC, is more rational for TC as is right pocket to left pocket. 2.) In July Monthly Market Report -  Sembcorp & Seatrium have enjoyed most institutional inflows so far: SGX Research   In a 24 July Market Update, SGX Research said Sembcorp Industries and Seatrium have booked the most net institutional fund inflows in the year to Jul 18. Both stocks have been associated with pivots to sustainable infrastructure and have also ranked among Singapore&rsquo s most traded stocks over the period Currently maybe is the opposite in bad sentiment, once sentiment improve, might revert, usually. 3.) SMM paid KOM what it need to pay, in the revert, Good will is review annually as before merger, both cannot disclose confidential matter as if merger fail by SHH voting, they are still competitors in the market. Currently whether the provision is claimable or not is a question which need experts here to verify. 4.) On 12 June and 28 July, Seatrium bought 1.2 and 20 millions lots equal to less than $3 millions, Seatrium with $2 bn cash available, even to spend $200 millions is nothing as a stragey to buy almost at end of down trend. 5.) Shares in treasury can be for employee, these is normal, and is usually account in if not wrong, not extra cash spend for extra things, besides, in long run once profit is in and any dividents declare, SHH will benefit with reduced market float as treasury is not entitled for any dividents. 6.) If scrap, TC share percentage will be proportionally reduce with other SHH, how TC will increase their percentage? Correct me if wrong. 7.) You are thinking out of the box, TC will throw towel if need to, but will not be in our generations to see it if there is a day. Keppel can throw Seatrium all the way to $0.06, no comment, but is unlikely for TC as major shareholders of both companies to allow so.   We can' t compare Hyflux with Seatrium. 1.) Seatrium is of 60 years history seeing it up and down with TC as major shareholders. Seatrium started seeing it down fall when Oil price collapsed in 2015 if not wrong, before it was making big money. Hyflux started in 2001 and failed in 2018 when it asked for court protection order when it accumaluted $2.8 bn loan which is unable to paid off. Less than 20 years history without TC as major SHH since 2005 if not wrong. 2.) Hyflux failed in depressed electricity prices in Singapore with Tuasspring in 2017, subsequent improvements in the price had not been sufficient to retore the Group to its previous financial status. Bond and preferial shares had not save it days. Seatrium with 3 right issues is able to turn Seatrium around, with major SHH TC and underwriting Bank assurances to the subscriptions if not wrong. 3.) Seatrium and Hyflux Business models is totally difference with and is in wrong timing. Seatrium is currently facing the start of uprise of O& G and enage excessively in Global Green Indusrty with Singapore Green Policies and as a Maritime Hub in History. If Seatrium 1 day to fail as Hyflux, SG will start to show sign of unfavourable situation with the Government and Policies which is not in foreseeable future. 4.) If Hyflux will to endure to last year, it will be salt fish turn to Arrowan fish, is just very bad timing for Hyflux. Is very sad so many people have lost their retirements and savings. 5.) Cash flow always cause a company to fold not business, is correct. Seatrium is currently cash rich with $2 bn include green loan and other loan. Is a concern for high interest environments, Seatrium Management is aware and is starting to review to pay off load earlier as they commented. 6.) Is another concern with any other bomb shell like the $400 million Depreciation and Amortization, is either impairments or gain through sale if not wrong, but is 1 time off as Kitchen Sink affair we suppose, Seatrium management is looking into it as commented. They are leaving no stone unturn to make Seatrium profitable as soonest possible. 7.) Initially is Keppel buying over Seatrium, but eventually is Seatrium doing so. Keppel has wanted a new Business model of light assets, it might be this as a main reason for the final. 8.) Once merger is final, is always right to chose for the better person to take the lead from the 2 merged companies, TC is the major SHH in both, nothing ridiculous at all. 9.) Seatrium current order book is $20 bn, is only right for Seatrium to add another $10 bn order book to fully book as commented by Seatrium amnagement. At $5.8 bn revenue to breakeven as commented, sure they need more revenue to creat significant profit is required. This is another concern. As longist, they probably have confident with Seatrium management at own taste and risks. Those who have yet to enter or intention to enter, please do so at your own assessment and risks.   Thank you for reading
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Eagle88 Supreme	05-Aug-2023 12:38        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi Bro, Thank you for all the explainations.  Note: Seatrium SBB for 20millions was done on 4 Aug 2023 yesterday. KC sold 50miilions on 28 July 2023.  https://links.sgx.com/1.0.0/corporate-announcements/FZDOUH0JGPHCZ6GV/d70f75ffd5081b13326791223c374e568c9a5112ae0910828f2df92831bba937 Login20      ( Date: 05-Aug-2023 11:57) Posted: Appreciated your concerns, however, you are not all right. 1. ) Keppel selling Seatrium shares has nothing to do with rational to Seatrium. Is more rational for Keppel to off load Seatrium shares as they are monetarising to major assets to light assets as new Business Model. To TC, is more rational for TC as is right pocket to left pocket. 2.) In July Monthly Market Report -  Sembcorp & Seatrium have enjoyed most institutional inflows so far: SGX Research   In a 24 July Market Update, SGX Research said Sembcorp Industries and Seatrium have booked the most net institutional fund inflows in the year to Jul 18. Both stocks have been associated with pivots to sustainable infrastructure and have also ranked among Singapore&rsquo s most traded stocks over the period Currently maybe is the opposite in bad sentiment, once sentiment improve, might revert, usually. 3.) SMM paid KOM what it need to pay, in the revert, Good will is review annually as before merger, both cannot disclose confidential matter as if merger fail by SHH voting, they are still competitors in the market. Currently whether the provision is claimable or not is a question which need experts here to verify. 4.) On 12 June and 28 July, Seatrium bought 1.2 and 20 millions lots equal to less than $3 millions, Seatrium with $2 bn cash available, even to spend $200 millions is nothing as a stragey to buy almost at end of down trend. 5.) Shares in treasury can be for employee, these is normal, and is usually account in if not wrong, not extra cash spend for extra things, besides, in long run once profit is in and any dividents declare, SHH will benefit with reduced market float as treasury is not entitled for any dividents. 6.) If scrap, TC share percentage will be proportionally reduce with other SHH, how TC will increase their percentage? Correct me if wrong. 7.) You are thinking out of the box, TC will throw towel if need to, but will not be in our generations to see it if there is a day. Keppel can throw Seatrium all the way to $0.06, no comment, but is unlikely for TC as major shareholders of both companies to allow so.   We can' t compare Hyflux with Seatrium. 1.) Seatrium is of 60 years history seeing it up and down with TC as major shareholders. Seatrium started seeing it down fall when Oil price collapsed in 2015 if not wrong, before it was making big money. Hyflux started in 2001 and failed in 2018 when it asked for court protection order when it accumaluted $2.8 bn loan which is unable to paid off. Less than 20 years history without TC as major SHH since 2005 if not wrong. 2.) Hyflux failed in depressed electricity prices in Singapore with Tuasspring in 2017, subsequent improvements in the price had not been sufficient to retore the Group to its previous financial status. Bond and preferial shares had not save it days. Seatrium with 3 right issues is able to turn Seatrium around, with major SHH TC and underwriting Bank assurances to the subscriptions if not wrong. 3.) Seatrium and Hyflux Business models is totally difference with and is in wrong timing. Seatrium is currently facing the start of uprise of O& G and enage excessively in Global Green Indusrty with Singapore Green Policies and as a Maritime Hub in History. If Seatrium 1 day to fail as Hyflux, SG will start to show sign of unfavourable situation with the Government and Policies which is not in foreseeable future. 4.) If Hyflux will to endure to last year, it will be salt fish turn to Arrowan fish, is just very bad timing for Hyflux. Is very sad so many people have lost their retirements and savings. 5.) Cash flow always cause a company to fold not business, is correct. Seatrium is currently cash rich with $2 bn include green loan and other loan. Is a concern for high interest environments, Seatrium Management is aware and is starting to review to pay off load earlier as they commented. 6.) Is another concern with any other bomb shell like the $400 million Depreciation and Amortization, is either impairments or gain through sale if not wrong, but is 1 time off as Kitchen Sink affair we suppose, Seatrium management is looking into it as commented. They are leaving no stone unturn to make Seatrium profitable as soonest possible. 7.) Initially is Keppel buying over Seatrium, but eventually is Seatrium doing so. Keppel has wanted a new Business model of light assets, it might be this as a main reason for the final. 8.) Once merger is final, is always right to chose for the better person to take the lead from the 2 merged companies, TC is the major SHH in both, nothing ridiculous at all. 9.) Seatrium current order book is $20 bn, is only right for Seatrium to add another $10 bn order book to fully book as commented by Seatrium amnagement. At $5.8 bn revenue to breakeven as commented, sure they need more revenue to creat significant profit is required. This is another concern. As longist, they probably have confident with Seatrium management at own taste and risks. Those who have yet to enter or intention to enter, please do so at your own assessment and risks.   Thank you for reading. ssw518      ( Date: 05-Aug-2023 08:05) Posted: on the surface, it seems that way. that why i won' t hold this stock unless profitable, safer to trade. Question you should ask. 1) what is the rationale to do SSB,100% knowing Keppel will sell which is known to public? 2) Is foriegn fund buying? what about current SSH, they should be adding a lot unless management fail to convince them or they see / knew something. 3) in this way how much is the SMM paying for KOM? 4) going in this way, what' s the financial impact to Seatrium, not making money and yet spending huge on SBB. 5) what will happen to treasury shares, employee benefit, scrap? 6) If scrap, what happen, TH percenttage increase trigger offer to take over, how much can you expect if cannot make profit and yet millions goes into SBB. 7) Can TH throw tower if Seatrium run into problem? After Keppel sell Seatrium shares, what the true cost of per shares of seatrium for TH, i recalled someone say 6 cents before merge, now? if Keppel sell everything above 12x  and return as div / payout, my ez guess is another 30-40% lower. I only can hope this don' t end up another hyflux when it comes to financial problem later down the road. As far as I know good book value does not always mean profit after hyflux case, with the same team from KOM heading Seatrium, i wonder is SMM buying KOM or the other way, quite a joke for SMM management who propse the deal to say. Although, seatrium the current book order seems strong, it just mean it can last longer and keppel have a longer time to drain more cash from Seatrium, untill the management do something diff. not vested, my view  ​ dyodd
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Login20 Master	05-Aug-2023 11:57        Login20 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Appreciated your concerns, however, you are not all right. 1. ) Keppel selling Seatrium shares has nothing to do with rational to Seatrium. Is more rational for Keppel to off load Seatrium shares as they are monetarising to major assets to light assets as new Business Model. To TC, is more rational for TC as is right pocket to left pocket. 2.) In July Monthly Market Report -  Sembcorp & Seatrium have enjoyed most institutional inflows so far: SGX Research   In a 24 July Market Update, SGX Research said Sembcorp Industries and Seatrium have booked the most net institutional fund inflows in the year to Jul 18. Both stocks have been associated with pivots to sustainable infrastructure and have also ranked among Singapore&rsquo s most traded stocks over the period Currently maybe is the opposite in bad sentiment, once sentiment improve, might revert, usually. 3.) SMM paid KOM what it need to pay, in the revert, Good will is review annually as before merger, both cannot disclose confidential matter as if merger fail by SHH voting, they are still competitors in the market. Currently whether the provision is claimable or not is a question which need experts here to verify. 4.) On 12 June and 28 July, Seatrium bought 1.2 and 20 millions lots equal to less than $3 millions, Seatrium with $2 bn cash available, even to spend $200 millions is nothing as a stragey to buy almost at end of down trend. 5.) Shares in treasury can be for employee, these is normal, and is usually account in if not wrong, not extra cash spend for extra things, besides, in long run once profit is in and any dividents declare, SHH will benefit with reduced market float as treasury is not entitled for any dividents. 6.) If scrap, TC share percentage will be proportionally reduce with other SHH, how TC will increase their percentage? Correct me if wrong. 7.) You are thinking out of the box, TC will throw towel if need to, but will not be in our generations to see it if there is a day. Keppel can throw Seatrium all the way to $0.06, no comment, but is unlikely for TC as major shareholders of both companies to allow so.   We can' t compare Hyflux with Seatrium. 1.) Seatrium is of 60 years history seeing it up and down with TC as major shareholders. Seatrium started seeing it down fall when Oil price collapsed in 2015 if not wrong, before it was making big money. Hyflux started in 2001 and failed in 2018 when it asked for court protection order when it accumaluted $2.8 bn loan which is unable to paid off. Less than 20 years history without TC as major SHH since 2005 if not wrong. 2.) Hyflux failed in depressed electricity prices in Singapore with Tuasspring in 2017, subsequent improvements in the price had not been sufficient to retore the Group to its previous financial status. Bond and preferial shares had not save it days. Seatrium with 3 right issues is able to turn Seatrium around, with major SHH TC and underwriting Bank assurances to the subscriptions if not wrong. 3.) Seatrium and Hyflux Business models is totally difference with and is in wrong timing. Seatrium is currently facing the start of uprise of O& G and enage excessively in Global Green Indusrty with Singapore Green Policies and as a Maritime Hub in History. If Seatrium 1 day to fail as Hyflux, SG will start to show sign of unfavourable situation with the Government and Policies which is not in foreseeable future. 4.) If Hyflux will to endure to last year, it will be salt fish turn to Arrowan fish, is just very bad timing for Hyflux. Is very sad so many people have lost their retirements and savings. 5.) Cash flow always cause a company to fold not business, is correct. Seatrium is currently cash rich with $2 bn include green loan and other loan. Is a concern for high interest environments, Seatrium Management is aware and is starting to review to pay off load earlier as they commented. 6.) Is another concern with any other bomb shell like the $400 million Depreciation and Amortization, is either impairments or gain through sale if not wrong, but is 1 time off as Kitchen Sink affair we suppose, Seatrium management is looking into it as commented. They are leaving no stone unturn to make Seatrium profitable as soonest possible. 7.) Initially is Keppel buying over Seatrium, but eventually is Seatrium doing so. Keppel has wanted a new Business model of light assets, it might be this as a main reason for the final. 8.) Once merger is final, is always right to chose for the better person to take the lead from the 2 merged companies, TC is the major SHH in both, nothing ridiculous at all. 9.) Seatrium current order book is $20 bn, is only right for Seatrium to add another $10 bn order book to fully book as commented by Seatrium amnagement. At $5.8 bn revenue to breakeven as commented, sure they need more revenue to creat significant profit is required. This is another concern. As longist, they probably have confident with Seatrium management at own taste and risks. Those who have yet to enter or intention to enter, please do so at your own assessment and risks.   Thank you for reading. ssw518      ( Date: 05-Aug-2023 08:05) Posted: on the surface, it seems that way. that why i won' t hold this stock unless profitable, safer to trade. Question you should ask. 1) what is the rationale to do SSB,100% knowing Keppel will sell which is known to public? 2) Is foriegn fund buying? what about current SSH, they should be adding a lot unless management fail to convince them or they see / knew something. 3) in this way how much is the SMM paying for KOM? 4) going in this way, what' s the financial impact to Seatrium, not making money and yet spending huge on SBB. 5) what will happen to treasury shares, employee benefit, scrap? 6) If scrap, what happen, TH percenttage increase trigger offer to take over, how much can you expect if cannot make profit and yet millions goes into SBB. 7) Can TH throw tower if Seatrium run into problem? After Keppel sell Seatrium shares, what the true cost of per shares of seatrium for TH, i recalled someone say 6 cents before merge, now? if Keppel sell everything above 12x  and return as div / payout, my ez guess is another 30-40% lower. I only can hope this don' t end up another hyflux when it comes to financial problem later down the road. As far as I know good book value does not always mean profit after hyflux case, with the same team from KOM heading Seatrium, i wonder is SMM buying KOM or the other way, quite a joke for SMM management who propse the deal to say. Although, seatrium the current book order seems strong, it just mean it can last longer and keppel have a longer time to drain more cash from Seatrium, untill the management do something diff. not vested, my view  ​ dyodd. TeoMark      ( Date: 04-Aug-2023 14:54) Posted: usually when KC dispose, Seatrium will announce some buyback correct
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Eagle88 Supreme	05-Aug-2023 10:59        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seatrium still got hundreds of milions of dollars warchest ready for SBB !!! Eagle88      ( Date: 05-Aug-2023 10:57) Posted: Those who shorted at 143 or below but above 134 will still make money if they buy back at 135 on Friday closing. If not, they can still buy back on next Monday at 135 (hopefully still at this price) or higher. May be Seatrium will carry out another round of SBB !!! No body knows except the one who executes it !!! Eagle88      ( Date: 05-Aug-2023 10:43) Posted: Just like shorting, SBB is allowed by SGX, as long as it is done within the rules, so no one should cry baby when the SP moves against them due to market forces. It is not always yes or no kinds of answer like lawyer to the reasons behind each SBB ie if SBB, means got confident or value in their own shares, if no SBB means no confident or value in their own shares.
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Eagle88 Supreme	05-Aug-2023 10:57        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Those who shorted at 143 or below but above 134 will still make money if they buy back at 135 on Friday closing. If not, they can still buy back on next Monday at 135 (hopefully still at this price) or higher. May be Seatrium will carry out another round of SBB !!! No body knows except the one who executes it !!! Eagle88      ( Date: 05-Aug-2023 10:43) Posted: Just like shorting, SBB is allowed by SGX, as long as it is done within the rules, so no one should cry baby when the SP moves against them due to market forces. It is not always yes or no kinds of answer like lawyer to the reasons behind each SBB ie if SBB, means got confident or value in their own shares, if no SBB means no confident or value in their own shares.  ssw518      ( Date: 05-Aug-2023 10:05) Posted: by all means la, that is sop answer to SBB. coincedentally, Keppel not doing SBB mean they see no value of their stock after merger? I remember keppel bought with hell lots of cash from 6.xx to 7.5x before merge, so many move don' t match the big picture my advise is 1)  if you vested, think again what should management do to protect your investment and request them to study and execute.  SBB i think is stupid as we are taking about billion of share selling. example, one shot buy over at a fix px from keppel if so confident, pushing high for Keppel to offload, no fund will like it. 2) if you keen to vest, better buy at a px you think Keppel won' t offload or might get heart attack, as sgx full of retail shortist. 3) for traders, I can only wish you good luck. no advise but it tend to be affected by oil px. dyodd
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Eagle88 Supreme	05-Aug-2023 10:43        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just like shorting, SBB is allowed by SGX, as long as it is done within the rules, so no one should cry baby when the SP moves against them due to market forces. It is not always yes or no kinds of answer like lawyer to the reasons behind each SBB ie if SBB, means got confident or value in their own shares, if no SBB means no confident or value in their own shares.  ssw518      ( Date: 05-Aug-2023 10:05) Posted: by all means la, that is sop answer to SBB. coincedentally, Keppel not doing SBB mean they see no value of their stock after merger? I remember keppel bought with hell lots of cash from 6.xx to 7.5x before merge, so many move don' t match the big picture my advise is 1)  if you vested, think again what should management do to protect your investment and request them to study and execute.  SBB i think is stupid as we are taking about billion of share selling. example, one shot buy over at a fix px from keppel if so confident, pushing high for Keppel to offload, no fund will like it. 2) if you keen to vest, better buy at a px you think Keppel won' t offload or might get heart attack, as sgx full of retail shortist. 3) for traders, I can only wish you good luck. no advise but it tend to be affected by oil px. dyodd. Eagle88      ( Date: 05-Aug-2023 09:39) Posted: Seatrium is seeing the value in its own shares, that' s why it is buying its own shares when the price is right or oversold without good reasons, while some interested parties are shorting to make money out of this stock or selling out of fears etc. Surely those who shorted would be very unhappy to see this happening and those who are holding long would be pleased to see the stability of the SP.
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eugesun Elite	05-Aug-2023 10:16        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	You short it??? Good luck to you too...I am long...Folloe agong never wrong..lol ssw518      ( Date: 05-Aug-2023 10:05) Posted: by all means la, that is sop answer to SBB. coincedentally, Keppel not doing SBB mean they see no value of their stock after merger? I remember keppel bought with hell lots of cash from 6.xx to 7.5x before merge, so many move don' t match the big picture my advise is 1)  if you vested, think again what should management do to protect your investment and request them to study and execute.  SBB i think is stupid as we are taking about billion of share selling. example, one shot buy over at a fix px from keppel if so confident, pushing high for Keppel to offload, no fund will like it. 2) if you keen to vest, better buy at a px you think Keppel won' t offload or might get heart attack, as sgx full of retail shortist. 3) for traders, I can only wish you good luck. no advise but it tend to be affected by oil px. dyodd. Eagle88      ( Date: 05-Aug-2023 09:39) Posted: Seatrium is seeing the value in its own shares, that' s why it is buying its own shares when the price is right or oversold without good reasons, while some interested parties are shorting to make money out of this stock or selling out of fears etc. Surely those who shorted would be very unhappy to see this happening and those who are holding long would be pleased to see the stability of the SP.
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ssw518 Supreme	05-Aug-2023 10:05        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	by all means la, that is sop answer to SBB. coincedentally, Keppel not doing SBB mean they see no value of their stock after merger? I remember keppel bought with hell lots of cash from 6.xx to 7.5x before merge, so many move don' t match the big picture my advise is 1)  if you vested, think again what should management do to protect your investment and request them to study and execute.  SBB i think is stupid as we are taking about billion of share selling. example, one shot buy over at a fix px from keppel if so confident, pushing high for Keppel to offload, no fund will like it. 2) if you keen to vest, better buy at a px you think Keppel won' t offload or might get heart attack, as sgx full of retail shortist. 3) for traders, I can only wish you good luck. no advise but it tend to be affected by oil px. dyodd. Eagle88      ( Date: 05-Aug-2023 09:39) Posted: Seatrium is seeing the value in its own shares, that' s why it is buying its own shares when the price is right or oversold without good reasons, while some interested parties are shorting to make money out of this stock or selling out of fears etc. Surely those who shorted would be very unhappy to see this happening and those who are holding long would be pleased to see the stability of the SP.  ssw518      ( Date: 05-Aug-2023 08:05) Posted: on the surface, it seems that way. that why i won' t hold this stock unless profitable, safer to trade. Question you should ask. 1) what is the rationale to do SSB,100% knowing Keppel will sell which is known to public? 2) Is foriegn fund buying? what about current SSH, they should be adding a lot unless management fail to convince them or they see / knew something. 3) in this way how much is the SMM paying for KOM? 4) going in this way, what' s the financial impact to Seatrium, not making money and yet spending huge on SBB. 5) what will happen to treasury shares, employee benefit, scrap? 6) If scrap, what happen, TH percenttage increase trigger offer to take over, how much can you expect if cannot make profit and yet millions goes into SBB. 7) Can TH throw tower if Seatrium run into problem? After Keppel sell Seatrium shares, what the true cost of per shares of seatrium for TH, i recalled someone say 6 cents before merge, now? if Keppel sell everything above 12x  and return as div / payout, my ez guess is another 30-40% lower. I only can hope this don' t end up another hyflux when it comes to financial problem later down the road. As far as I know good book value does not always mean profit after hyflux case, with the same team from KOM heading Seatrium, i wonder is SMM buying KOM or the other way, quite a joke for SMM management who propse the deal to say. Although, seatrium the current book order seems strong, it just mean it can last longer and keppel have a longer time to drain more cash from Seatrium, untill the management do something diff. not vested, my view  ​ dyodd
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Eagle88 Supreme	05-Aug-2023 09:44        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Login20      ( Date: 04-Aug-2023 19:39) Posted: They bought it at almost the end of this down trend, smart. Login20      ( Date: 04-Aug-2023 19:36) Posted: Today Seatrium SBB for 20 millions shares at $0.134
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Eagle88 Supreme	05-Aug-2023 09:39        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seatrium is seeing the value in its own shares, that' s why it is buying its own shares when the price is right or oversold without good reasons, while some interested parties are shorting to make money out of this stock or selling out of fears etc. Surely those who shorted would be very unhappy to see this happening and those who are holding long would be pleased to see the stability of the SP.  ssw518      ( Date: 05-Aug-2023 08:05) Posted: on the surface, it seems that way. that why i won' t hold this stock unless profitable, safer to trade. Question you should ask. 1) what is the rationale to do SSB,100% knowing Keppel will sell which is known to public? 2) Is foriegn fund buying? what about current SSH, they should be adding a lot unless management fail to convince them or they see / knew something. 3) in this way how much is the SMM paying for KOM? 4) going in this way, what' s the financial impact to Seatrium, not making money and yet spending huge on SBB. 5) what will happen to treasury shares, employee benefit, scrap? 6) If scrap, what happen, TH percenttage increase trigger offer to take over, how much can you expect if cannot make profit and yet millions goes into SBB. 7) Can TH throw tower if Seatrium run into problem? After Keppel sell Seatrium shares, what the true cost of per shares of seatrium for TH, i recalled someone say 6 cents before merge, now? if Keppel sell everything above 12x  and return as div / payout, my ez guess is another 30-40% lower. I only can hope this don' t end up another hyflux when it comes to financial problem later down the road. As far as I know good book value does not always mean profit after hyflux case, with the same team from KOM heading Seatrium, i wonder is SMM buying KOM or the other way, quite a joke for SMM management who propse the deal to say. Although, seatrium the current book order seems strong, it just mean it can last longer and keppel have a longer time to drain more cash from Seatrium, untill the management do something diff. not vested, my view  ​ dyodd. TeoMark      ( Date: 04-Aug-2023 14:54) Posted: usually when KC dispose, Seatrium will announce some buyback correct
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ssw518 Supreme	05-Aug-2023 08:05        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	on the surface, it seems that way. that why i won' t hold this stock unless profitable, safer to trade. Question you should ask. 1) what is the rationale to do SSB,100% knowing Keppel will sell which is known to public? 2) Is foriegn fund buying? what about current SSH, they should be adding a lot unless management fail to convince them or they see / knew something. 3) in this way how much is the SMM paying for KOM? 4) going in this way, what' s the financial impact to Seatrium, not making money and yet spending huge on SBB. 5) what will happen to treasury shares, employee benefit, scrap? 6) If scrap, what happen, TH percenttage increase trigger offer to take over, how much can you expect if cannot make profit and yet millions goes into SBB. 7) Can TH throw tower if Seatrium run into problem? After Keppel sell Seatrium shares, what the true cost of per shares of seatrium for TH, i recalled someone say 6 cents before merge, now? if Keppel sell everything above 12x  and return as div / payout, my ez guess is another 30-40% lower. I only can hope this don' t end up another hyflux when it comes to financial problem later down the road. As far as I know good book value does not always mean profit after hyflux case, with the same team from KOM heading Seatrium, i wonder is SMM buying KOM or the other way, quite a joke for SMM management who propse the deal to say. Although, seatrium the current book order seems strong, it just mean it can last longer and keppel have a longer time to drain more cash from Seatrium, untill the management do something diff. not vested, my view  ​ dyodd. TeoMark      ( Date: 04-Aug-2023 14:54) Posted: usually when KC dispose, Seatrium will announce some buyback correct? Tob231      ( Date: 04-Aug-2023 14:52) Posted: Cadence88, free float is about 68bn while kc has about 1.535bn After the latest transaction, Keppel has an interest in 2.1496% of the shares in Seatrium. Keppel Corporation  BN4  has disposed of another 50 million shares in Seatrium  S51  for a total consideration of $7.26 million, or 14.52 cents each. The disposal, which amounts to a 0.07% stake in Seatrium, was done via the market on July 28. stm' s cousin just has a good catch and trading now at 40c while stm sti index is 13.6c. management should be releasing some news soon. maybe that why 13.4 was cleared very fast and furious
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eugesun Elite	04-Aug-2023 20:15        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	People are so obsessed about the 1.5bn , there are many ways to deal with, a simple 30 to 1 RS will shrink it down..hold for a year to triple the money...huat ahh
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Cadence88 Veteran	04-Aug-2023 19:57        Cadence88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	1.5bn lah. Tob231      ( Date: 04-Aug-2023 17:41) Posted: yes, you are absolutely correct. haha based on the remaining shares left 1,535bn and probably 31 tranches 50m each time.  they did it on june 12, bought 1.2m shares at 12.4 which is the first off load by kc 28 july no share buyback.
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Login20 Master	04-Aug-2023 19:39        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	They bought it at almost the end of this down trend, smart. Login20      ( Date: 04-Aug-2023 19:36) Posted: Today Seatrium SBB for 20 millions shares at $0.134
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Login20 Master	04-Aug-2023 19:36        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today Seatrium SBB for 20 millions shares at $0.134
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Tob231 Elite	04-Aug-2023 17:41        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yes, you are absolutely correct. haha based on the remaining shares left 1,535bn and probably 31 tranches 50m each time.  they did it on june 12, bought 1.2m shares at 12.4 which is the first off load by kc 28 july no share buyback.
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eugesun Elite	04-Aug-2023 17:37        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	140 will filled soon...then launch to moon .. kt3152      ( Date: 04-Aug-2023 13:40) Posted: 135 gone.....morning 136 was house 17.... mostlybullish      ( Date: 04-Aug-2023 13:08) Posted: So far I have been correct on the price
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TeoMark Veteran	04-Aug-2023 14:54        TeoMark About Contact  Quote this Post!
x 0   x 0  Alert Admin	usually when KC dispose, Seatrium will announce some buyback correct? Tob231      ( Date: 04-Aug-2023 14:52) Posted: Cadence88, free float is about 68bn while kc has about 1.535bn After the latest transaction, Keppel has an interest in 2.1496% of the shares in Seatrium. Keppel Corporation  BN4  has disposed of another 50 million shares in Seatrium  S51  for a total consideration of $7.26 million, or 14.52 cents each. The disposal, which amounts to a 0.07% stake in Seatrium, was done via the market on July 28. stm' s cousin just has a good catch and trading now at 40c while stm sti index is 13.6c. management should be releasing some news soon. maybe that why 13.4 was cleared very fast and furious  Cadence88      ( Date: 03-Aug-2023 15:08) Posted: Seatrium' s free float is 64b
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Tob231 Elite	04-Aug-2023 14:52        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cadence88, free float is about 68bn while kc has about 1.535bn After the latest transaction, Keppel has an interest in 2.1496% of the shares in Seatrium. Keppel Corporation  BN4  has disposed of another 50 million shares in Seatrium  S51  for a total consideration of $7.26 million, or 14.52 cents each. The disposal, which amounts to a 0.07% stake in Seatrium, was done via the market on July 28. stm' s cousin just has a good catch and trading now at 40c while stm sti index is 13.6c. management should be releasing some news soon. maybe that why 13.4 was cleared very fast and furious  Cadence88      ( Date: 03-Aug-2023 15:08) Posted: Seatrium' s free float is 64bn Tob231      ( Date: 03-Aug-2023 13:39) Posted: if 50 million is 0.07% and remaining is 2.1496%  kc is having 1,535 million  probably consolidation first
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Eagle88 Supreme	04-Aug-2023 14:00        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	easywin      ( Date: 04-Aug-2023 13:43) Posted: Not the right time to sell now already dropped so much, should follow BBs gradually buy in.
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