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zandlery Supreme	11-Oct-2016 00:29        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	OPEC can talk up oil price but cannot fabricate US crude stockpile inventories.......unless US also helping to inflate oil price......something to ponder? Know-Your-Stuff      ( Date: 11-Oct-2016 00:22) Posted: Saudi oil company ipo. Goldman is leading it. So definitely will talk up oil price to get fatter fee. Very shrewd move. Heard of wolfs of Wall Street ? Just be careful...the winter is still long and harsh. US Shale oil rig count has been increasing the last few weeks. So price is definitely not sustainable unless demand picks up in a big way. Americans are waiting to dump oil.
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Know-Your-Stuff Senior	11-Oct-2016 00:22        Know-Your-Stuff About Contact  Quote this Post!
x 0   x 0  Alert Admin	Saudi oil company ipo. Goldman is leading it. So definitely will talk up oil price to get fatter fee. Very shrewd move. Heard of wolfs of Wall Street ? Just be careful...the winter is still long and harsh. US Shale oil rig count has been increasing the last few weeks. So price is definitely not sustainable unless demand picks up in a big way. Americans are waiting to dump oil.
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Moomoomoo Senior	30-Sep-2016 00:44        Moomoomoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Stocks gained as OPEC?s move to reduce production boosted the earnings outlook for developing-nation commodity producers and Goldman Sachs Group Inc. said the deal could add as much as $10 a barrel to oil prices. SM could hit 1.8 by end of the year? Realistic target to hit?
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Moomoomoo Senior	29-Sep-2016 09:44        Moomoomoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Reverse of the 2 year downtrend begins today? OPEC agreed to a preliminary deal that will cut production for first time in eight years.
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sgtrader18 Veteran	26-Sep-2016 11:21        sgtrader18 About Contact  Quote this Post!   Yells: "dont buy if you cant lose - i'm no shortist, i'm a realist."
x 0   x 0  Alert Admin	some like to buy when the market sell. when market buy they sell. there will forever be people saying that the end is near.  just do your own research and trust your own call. sure there is death in war but some people would see it as a chance to make $.   john_ric      ( Date: 26-Sep-2016 10:42) Posted: cant even see some silver lining. extremely gloomy. everyone is so pessimistic.
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john_ric Supreme	26-Sep-2016 10:42        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	cant even see some silver lining. extremely gloomy. everyone is so pessimistic.
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sgng123 Supreme	25-Sep-2016 12:17        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keppel not gona pay premium for sembmar, they gona get it cheap cheap and most of the major decision behind close door brokered by temasek. Temasek owned sembcorp 55% which in turn owned 60% sembmarine, it also owned 50% keppel corp. It is money go from left to right pocket, the whole ideas is cost cutting and job cuttings. Reducing operating ecpense way to go for offshore to survive low oil. Retail investors gona get burnt big time on this as do lot of investors on nol, tigerair, smrt etc. No escape if u still vested in this shitty market with all the delisting coming on low valuation. Rumour already fly in july and market pricing in cheap cheap takeover by kc, shit also hitting sembcorp. Even getting sembmarine cheap cheap, kc had to do right issue, double blows to investors on both kc and sembmarine. FATABA      ( Date: 23-Sep-2016 23:24) Posted: Why would Kep buys Semb M.?  THere is no advantage as both are after the same customer.  ​ further Kep do have extra capacity and I think they have issue to look into themselve....both their marine and Property sector would not be bright in the next 2 years...at least. There dont seem to be any reasons for them to merge or even get a % of semb M.  Care to offer your reasons if you think so . ( beside ah gond ask kep ...which is not feasible as Kep is public listed ) sgng123      ( Date: 23-Sep-2016 18:07) Posted: This one would be rangebound till nexy year when it would get delist by merger deal with keppel
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ysh2006 Supreme	25-Sep-2016 10:45        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Saudi Arabia no curb production so still many supply loh !! Moomoomoo      ( Date: 24-Sep-2016 09:32) Posted: Jia lat liao lor ahtannn      ( Date: 24-Sep-2016 00:42) Posted: lol. i think more downside sia.
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Moomoomoo Senior	24-Sep-2016 09:32        Moomoomoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Jia lat liao lor ahtannn      ( Date: 24-Sep-2016 00:42) Posted: lol. i think more downside sia.  Moomoomoo      ( Date: 23-Sep-2016 11:09) Posted: No energy to cheong liao.. Lol
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ahtannn Member	24-Sep-2016 00:42        ahtannn About Contact  Quote this Post!
x 0   x 0  Alert Admin	lol. i think more downside sia.  Moomoomoo      ( Date: 23-Sep-2016 11:09) Posted: No energy to cheong liao.. Lol
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FATABA Supreme	23-Sep-2016 23:24        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Why would Kep buys Semb M.?  THere is no advantage as both are after the same customer.  ​ further Kep do have extra capacity and I think they have issue to look into themselve....both their marine and Property sector would not be bright in the next 2 years...at least. There dont seem to be any reasons for them to merge or even get a % of semb M.  Care to offer your reasons if you think so . ( beside ah gond ask kep ...which is not feasible as Kep is public listed ) sgng123      ( Date: 23-Sep-2016 18:07) Posted: This one would be rangebound till nexy year when it would get delist by merger deal with keppel
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Moomoomoo Senior	23-Sep-2016 22:05        Moomoomoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Really? What are the chances? sgng123      ( Date: 23-Sep-2016 18:07) Posted: This one would be rangebound till nexy year when it would get delist by merger deal with keppel
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sgng123 Supreme	23-Sep-2016 18:07        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This one would be rangebound till nexy year when it would get delist by merger deal with keppel
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Moomoomoo Senior	23-Sep-2016 11:09        Moomoomoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	No energy to cheong liao.. Lol
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Macqueen Master	19-Sep-2016 07:42        Macqueen About Contact  Quote this Post!
x 0   x 0  Alert Admin	This one will go below a dollars think a dollars very strong support, any expert can advise short GX ThNk ysh2006      ( Date: 19-Sep-2016 07:34) Posted: To add to it SMM waste cash every other day buy back their down trending shares the more they buy the lower share price since people sell to them loh... investshare      ( Date: 18-Sep-2016 19:00) Posted: Yes, cash flow is king
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ysh2006 Supreme	19-Sep-2016 07:34        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	To add to it SMM waste cash every other day buy back their down trending shares the more they buy the lower share price since people sell to them loh... investshare      ( Date: 18-Sep-2016 19:00) Posted: Yes, cash flow is king. earlybird14      ( Date: 18-Sep-2016 18:31) Posted: Compared to sembmar, Keppel cut cost through retrenchment of global contractors and temporarily staff, they cease operation with overseas design firm to cut cost and keep their permanent staff working on existing project, sembmar form JV with their client for those client who fail to serve payment for those rigs which is delivered but not employed, we didn't see this happen on Keppel. Keppel and sembmar are walking different way. One is cutting cost to prepare worst case, the other one continue running cash without stopping. We know most of the time, company do cost cutting normally survive well and be stronger in next boom, those continue to spend most of the time sink into deeper problem.
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investshare Supreme	18-Sep-2016 19:00        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, cash flow is king. earlybird14      ( Date: 18-Sep-2016 18:31) Posted: Compared to sembmar, Keppel cut cost through retrenchment of global contractors and temporarily staff, they cease operation with overseas design firm to cut cost and keep their permanent staff working on existing project, sembmar form JV with their client for those client who fail to serve payment for those rigs which is delivered but not employed, we didn't see this happen on Keppel. Keppel and sembmar are walking different way. One is cutting cost to prepare worst case, the other one continue running cash without stopping. We know most of the time, company do cost cutting normally survive well and be stronger in next boom, those continue to spend most of the time sink into deeper problem. earlybird14      ( Date: 18-Sep-2016 18:24) Posted: Cap? 2.3 bil. This is overvalued and we know story behind on it was due to fighting with yangzijiang acquisition at that time. So basically this is a take over which will immediately suffer a impairment loss based on valuation of a shipyard. 115 mio, you can take over 1-2 shipyards in SINGAPORE now. The Norway design firm with 100 over person can easily cost sembmar 15 mio overhead cost in Norway, now who will order new designs? The sad person will be sembmar shareholders and employees who worry not having bonus or may gonna retrenchment but the other side, sembmar is prepare to dump expensive overhead cost in Norway. It is absolutely weird case to take over a design firm in Norway now
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earlybird14 Supreme	18-Sep-2016 18:31        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Compared to sembmar, Keppel cut cost through retrenchment of global contractors and temporarily staff, they cease operation with overseas design firm to cut cost and keep their permanent staff working on existing project, sembmar form JV with their client for those client who fail to serve payment for those rigs which is delivered but not employed, we didn't see this happen on Keppel. Keppel and sembmar are walking different way. One is cutting cost to prepare worst case, the other one continue running cash without stopping. We know most of the time, company do cost cutting normally survive well and be stronger in next boom, those continue to spend most of the time sink into deeper problem. earlybird14      ( Date: 18-Sep-2016 18:24) Posted: Cap? 2.3 bil. This is overvalued and we know story behind on it was due to fighting with yangzijiang acquisition at that time. So basically this is a take over which will immediately suffer a impairment loss based on valuation of a shipyard. 115 mio, you can take over 1-2 shipyards in SINGAPORE now. The Norway design firm with 100 over person can easily cost sembmar 15 mio overhead cost in Norway, now who will order new designs? The sad person will be sembmar shareholders and employees who worry not having bonus or may gonna retrenchment but the other side, sembmar is prepare to dump expensive overhead cost in Norway. It is absolutely weird case to take over a design firm in Norway now. earlybird14      ( Date: 18-Sep-2016 18:09) Posted: If you refer to ppl shipyard 15% for usd 155mio and usd 20m for Norway design firm, you should not consider there are new assets. In fact it is a old assets and no assets( design firm has no assets but design copyrights only) 15% usd 115 mio, what does this mean? It mean ppl shipyard worth 1.4 bil???? What sembmar marke
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earlybird14 Supreme	18-Sep-2016 18:24        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Cap? 2.3 bil. This is overvalued and we know story behind on it was due to fighting with yangzijiang acquisition at that time. So basically this is a take over which will immediately suffer a impairment loss based on valuation of a shipyard. 115 mio, you can take over 1-2 shipyards in SINGAPORE now. The Norway design firm with 100 over person can easily cost sembmar 15 mio overhead cost in Norway, now who will order new designs? The sad person will be sembmar shareholders and employees who worry not having bonus or may gonna retrenchment but the other side, sembmar is prepare to dump expensive overhead cost in Norway. It is absolutely weird case to take over a design firm in Norway now. earlybird14      ( Date: 18-Sep-2016 18:09) Posted: If you refer to ppl shipyard 15% for usd 155mio and usd 20m for Norway design firm, you should not consider there are new assets. In fact it is a old assets and no assets( design firm has no assets but design copyrights only) 15% usd 115 mio, what does this mean? It mean ppl shipyard worth 1.4 bil???? What sembmar market investshare      ( Date: 18-Sep-2016 13:00) Posted: SembM actually spent more cash to acquire new assets recently
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earlybird14 Supreme	18-Sep-2016 18:09        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	If you refer to ppl shipyard 15% for usd 155mio and usd 20m for Norway design firm, you should not consider there are new assets. In fact it is a old assets and no assets( design firm has no assets but design copyrights only) 15% usd 115 mio, what does this mean? It mean ppl shipyard worth 1.4 bil???? What sembmar market investshare      ( Date: 18-Sep-2016 13:00) Posted: SembM actually spent more cash to acquire new assets recently. Know-Your-Stuff      ( Date: 18-Sep-2016 12:30) Posted: Thats why Kep has been selling property assets to raise cash for the long & harsh winter lately. I dont know what can Semb sell? Or what assets they have that is still worth money. Anyone knows
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