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Sembmarine
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investshare
Supreme |
18-Sep-2016 13:00
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SembM actually spent more cash to acquire new assets recently.
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earlybird14
Supreme |
18-Sep-2016 12:45
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Their biggest asset is their Temasek baby. Sembmar price will stay discounted NAV value but it will not fall.
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Know-Your-Stuff
Senior |
18-Sep-2016 12:30
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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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earlybird14
Supreme |
17-Sep-2016 16:29
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Shake oil reserve in U.S. Is one of the least reserve. The discovered reserve can only last less than 10 years.
2040 is a joke. Oil is limited resource, price low is just because the oil at earth surface more than demand. Investment are lesser, oil well are depleted. Oil price will recover to 60 by this year and slowly going up year by year. No matter what happen on oil price, sembmar and Keppel are not able back to glory. Last oil rigs construction was 1980-1990, then next is 2006-2016. Oil rigs now are over supply and all can last another 20-30 years. Even oil back to 100, it won't trigger another speculation of rig construction since banks who are suffering badly now will not support the project anymore. So it will be a tough 20-30 years for Keppel and sembmar who can only fight for survival or maintain. Before that, sembmar has to find a way to clear off the debt they have and keep profiting after orders on hand are dried off in next 2 years.
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Know-Your-Stuff
Senior |
17-Sep-2016 14:02
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Ya man. IEA says oil price will only reach $80 in 2040. Who can wait so long ?
Meanwhile US and Canada Shale cost has dropped further to $25 due to technology advances. Expert prediction is OPEC will become irrelevant soon after they KPKB for so long. Ang mo will win because of technology. Not optimistic at all. Sian...
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beginners
Veteran |
14-Sep-2016 01:06
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Wait till this "submarine" go down below $1. | ||||
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buysellbuysell
Master |
13-Sep-2016 23:46
Yells: "someone please sell down low so that others can buy low" |
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buy ah buy ah all buy sembmarine huat ah sembmarine drop $0.10 today from $1.385 to $1.285 ah... can buy already... drop so many buy buy buy DYODD probably.. |
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sgtrader18
Veteran |
13-Sep-2016 09:54
Yells: "dont buy if you cant lose - i'm no shortist, i'm a realist." |
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maybe they spread out the purchase so they dont have to reveal names. if more then 5% change hands they will need to declare. the price now is low maybe why that wanna load up
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PinPoint
Member |
13-Sep-2016 09:41
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Not sure who' s selling/buying and any impact in the near future? Privatisation maybe...
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sgtrader18
Veteran |
13-Sep-2016 09:33
Yells: "dont buy if you cant lose - i'm no shortist, i'm a realist." |
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what are your thoughts on that?
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PinPoint
Member |
13-Sep-2016 08:59
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Have noticed for 3 consecutive days of 1,271,900 married deal done early in the morning |
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Equity1
Senior |
12-Sep-2016 12:39
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Let's see how it fares this wk
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NoRiskNoGain
Veteran |
11-Sep-2016 14:35
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What is the lowest price for SMM?? They are still giving dividend depsite the downturn leh
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ysh2006
Supreme |
10-Sep-2016 16:27
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The sentence " " SSH & lemming looks good on the plates" " is it for SMM to eat or be eaten by others ? can share share ?   Many thanks...
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buysellbuysell
Master |
10-Sep-2016 12:03
Yells: "someone please sell down low so that others can buy low" |
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Sembcorp Marine now at  $1.385  TP for  Sembcorp Marine  $1.1x marine sector deflated.. no business, no new orders for shipping... market oversupplied. oil price deflated.... probably remember sembmarine is big muscle... how you maintain a big muscle.. you need to eat lot of food and exercise to stay in shape and stay big...probably. if semb marine is big size... can i know where are the foods ($$$) and exercise (orders) for the big guy to stay in shape? no food , then muscle company need to look for food ($$$) or it' ll starve... where got food? eh... SSH and lemmings looks good on the plates.... probably.. DYODD probably...   |
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Equity1
Senior |
09-Sep-2016 14:37
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Wow! Nice breakout ! Heading higher
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charliel3ong
Senior |
06-Sep-2016 13:33
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1.32 as we speak. this counter has been dead for quite a long while. about time... |
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TraderBen
Supreme |
06-Sep-2016 12:24
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volume very low..
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investlin78
Senior |
06-Sep-2016 12:18
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1.30 crossed, next target $1.40. | ||||
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Equity1
Senior |
06-Sep-2016 12:06
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Mkt sentiment Gd. Just follow the trend. STi heading towards 2900
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