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yagami Senior	19-Aug-2016 09:56        yagami About Contact  Quote this Post!   Yells: "Lets make money together from market :)"
x 0   x 0  Alert Admin	wow you play on O& G a lot? Saw your several posts in Noble as well. I have holding in Ezion hence probably wont touch other O& G to minimize risk. earlybird14      ( Date: 19-Aug-2016 09:07) Posted: Bounce up 3rd time. Unfortunately not hitting 1.3 which I parked. Anyway, hope it rise up and rescue the buyers earlybird14      ( Date: 18-Aug-2016 23:30) Posted: 1.3 is good number which bounce up 2 time strongly after touching. See if tommorrow is this still good number.
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sgng123 Supreme	19-Aug-2016 09:47        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look at 6 month moving average sembmare is somewhere at 1.35 which is like 1.1x pb. Compare to peer it is very expensive, keppel only like 0.85x pb. Temasek had to push sembmarine lower toward it book value of 1.20 before they even mount a delist move, they alway li,e to buy cheap cheap. Maybe keppel would buy over fro   sembcorp it 60%stake and do a delist, can get a better offer.
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earlybird14 Supreme	19-Aug-2016 09:07        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Bounce up 3rd time. Unfortunately not hitting 1.3 which I parked. Anyway, hope it rise up and rescue the buyers earlybird14      ( Date: 18-Aug-2016 23:30) Posted: 1.3 is good number which bounce up 2 time strongly after touching. See if tommorrow is this still good number.
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earlybird14 Supreme	19-Aug-2016 08:33        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Cheap on surface value. If privatisation cannot bring the company back to glory, it is very expensive. Sembmar is not debt free. Privatisation cost in fact is offer price + debt. I am quite sure that Eventually Keppel corp and Semb industry will surrenders their subsidiary Keppel offshore and marine and sembmar to form as one. It will be achieved through merging and both shareholders will be offered with new shares based on market value or cap. Then, cash injection will only be on 1 company from Temasek. Shipbuilding is very cyclic without gov support like Korea and China it is hardly survive in long run. Sembmar are assigned with mega yard and Tuas South but Keppel doesn't have. For certain angle, gov has prepared to scale down the industry. In fact, it is out of no choice. Shipbuilding turn to sunset at least decade. sgng123      ( Date: 18-Aug-2016 23:42) Posted: Lol it the trend for next few years, weak economy temasek take advantage to buy back all gov linked companies. Sembmarine high on sh gong list as sg don need 2 worldclass rig builders only need keppel for offshore business. By the way ah gong not gona pay big premium, they wanna cheap cheap buy.
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sgng123 Supreme	19-Aug-2016 00:50        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just don touch touch oil counter, downturn is prolong and need global economy to grow to absorb the additional supply increase. Currently we in stagnant mode neither a bloom nor a recession stuck inbetween a hard place.
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Know-Your-Stuff Senior	19-Aug-2016 00:11        Know-Your-Stuff About Contact  Quote this Post!
x 0   x 0  Alert Admin	From KC CEO press conferences (with i joined): Q1 he said "long winter" then Q2 became "long and harsh winter". Maybe Q3 he will say "super or very long and harsh winter"? So probably at least 5 years before share price can recover above $2. Past history also shed lights on long downturn of a decade before boom for 5 years then history repeat till this 3rd cycle now. This is a long cyclical industry. I used to own SM ard $0.80+, sold ard $1.20+ in early 90s but wait until lose patient. Back then KC was at $6 for many years which I also sold off $6.60 still remember. Now is back at $5.20+ sigh....So be mentally prepared when you buy at this price.
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Moomoomoo Senior	18-Aug-2016 23:51        Moomoomoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don't like that lah... I'm just trying to dream big just like Joseph schooling.. Give chance can or not..hahhaa sgng123      ( Date: 18-Aug-2016 23:27) Posted: Later temasek do a cheap cheap privatisation on sembmarine then u know lol
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sgng123 Supreme	18-Aug-2016 23:42        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lol it the trend for next few years, weak economy temasek take advantage to buy back all gov linked companies. Sembmarine high on sh gong list as sg don need 2 worldclass rig builders only need keppel for offshore business. By the way ah gong not gona pay big premium, they wanna cheap cheap buy.
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earlybird14 Supreme	18-Aug-2016 23:33        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Everyday waiting ah gong to privatise. this is why Temasek baby down 1 by 1, all are spoilt child anyhow spend money is good time, when bad time come, all come back and ask for candy. Sad case. sgng123      ( Date: 18-Aug-2016 23:27) Posted: Later temasek do a cheap cheap privatisation on sembmarine then u know lol
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earlybird14 Supreme	18-Aug-2016 23:30        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	1.3 is good number which bounce up 2 time strongly after touching. See if tommorrow is this still good number.
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sgng123 Supreme	18-Aug-2016 23:27        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Later temasek do a cheap cheap privatisation on sembmarine then u know lol
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Moomoomoo Senior	18-Aug-2016 23:21        Moomoomoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	BTW bent crude is now at 50.62 already. I may be wrong, but I still feel that close your eyes, follow your heart and buy... It will not go very wrong in mid to long term.
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Moomoomoo Senior	18-Aug-2016 23:15        Moomoomoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looking at all the comments, the mood for scm generally quite depressed. However, this is also the reason why I enter now. Spare cash put in close eye and come back a few years later.. Hopefully can double or triple. Fingers crossed!
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earlybird14 Supreme	18-Aug-2016 23:14        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Market just repeat 1988 oil glut. How long it take to recover? http://www.macrotrends.net/1369/crude-oil-price-history-chart See oil price chart with inflation adjustment. earlybird14      ( Date: 18-Aug-2016 23:03) Posted: Because of Swiber JM and Ezion right issue. Cash running out 1 by 1 may not be able dong till oil back to 80 above. hopeless for offshore and rigs building since no matter 30 or 60, there will not deep water offshore project be activated at all. Oil has to be 80 for banks to open the tap of borrowing to fund the project. But oil 60 will activate Iran, Saudi and Russia onshore project and U.S. Shale oil. Offshore oil is obviously most costly and last one to be activated. Shale oil is not longer expensive otherwise how shale gas last for so long in U.S. Below 3 when other country is 8 to 16 dollar mmbtu. Simple question truck expensive to build or offshore rigs simple to build? One oil rigs to deepwater cost 500-600mio and take 2-3 years to build but one rigs put on truck just take 1 month to produce and U.S. Are flooded with all these rigs waiting for activation anytime. Sad to say that, deepwater oil field have to wait for us shale oil to dry off which may need to take decade. yagami      ( Date: 18-Aug-2016 22:20) Posted: Fews month back I had similar thought as yours, if let say oil back high, then these O& G will follow. But now, look at these SMM, Ezra, Ezion, Noble, even Keppel. Their shares are not recovering even though oil already back to $47 level now (comparing to previous $30). Btw from $30 to $47 is almost 50% increment. Thoughts?
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earlybird14 Supreme	18-Aug-2016 23:03        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Because of Swiber JM and Ezion right issue. Cash running out 1 by 1 may not be able dong till oil back to 80 above. hopeless for offshore and rigs building since no matter 30 or 60, there will not deep water offshore project be activated at all. Oil has to be 80 for banks to open the tap of borrowing to fund the project. But oil 60 will activate Iran, Saudi and Russia onshore project and U.S. Shale oil. Offshore oil is obviously most costly and last one to be activated. Shale oil is not longer expensive otherwise how shale gas last for so long in U.S. Below 3 when other country is 8 to 16 dollar mmbtu. Simple question truck expensive to build or offshore rigs simple to build? One oil rigs to deepwater cost 500-600mio and take 2-3 years to build but one rigs put on truck just take 1 month to produce and U.S. Are flooded with all these rigs waiting for activation anytime. Sad to say that, deepwater oil field have to wait for us shale oil to dry off which may need to take decade. yagami      ( Date: 18-Aug-2016 22:20) Posted: Fews month back I had similar thought as yours, if let say oil back high, then these O& G will follow. But now, look at these SMM, Ezra, Ezion, Noble, even Keppel. Their shares are not recovering even though oil already back to $47 level now (comparing to previous $30). Btw from $30 to $47 is almost 50% increment. Thoughts?  Qanghoo      ( Date: 18-Aug-2016 21:32) Posted: I' m quite sure it' d double in the coming yrs, especially when the px is abt 1.30 only.  Qn is when.  SMM is a pure OnG play, unlike KC.  So, the recovery of the sector is even more crucial for  SMM' s  px to retrace.  But for that to happen, all oil producers need to accept that they cannot continue to pump indiscriminately without  regard for world demand (which is still growing by the way even if only just)  n without a commitment  to an equitable sharing of supply.  Once that is achieved, n once investments in EnP are scaled up again, SMM will see light once more.    Maybe, it  cld even tripple in px ....
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yagami Senior	18-Aug-2016 22:20        yagami About Contact  Quote this Post!   Yells: "Lets make money together from market :)"
x 0   x 0  Alert Admin	Fews month back I had similar thought as yours, if let say oil back high, then these O& G will follow. But now, look at these SMM, Ezra, Ezion, Noble, even Keppel. Their shares are not recovering even though oil already back to $47 level now (comparing to previous $30). Btw from $30 to $47 is almost 50% increment. Thoughts?  Qanghoo      ( Date: 18-Aug-2016 21:32) Posted: I' m quite sure it' d double in the coming yrs, especially when the px is abt 1.30 only.  Qn is when.  SMM is a pure OnG play, unlike KC.  So, the recovery of the sector is even more crucial for  SMM' s  px to retrace.  But for that to happen, all oil producers need to accept that they cannot continue to pump indiscriminately without  regard for world demand (which is still growing by the way even if only just)  n without a commitment  to an equitable sharing of supply.  Once that is achieved, n once investments in EnP are scaled up again, SMM will see light once more.    Maybe, it  cld even tripple in px ....  Moomoomoo      ( Date: 18-Aug-2016 21:10) Posted: Nope.. Just 10 lots.. Praying that it may double in the coming years. U?
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investshare Supreme	18-Aug-2016 22:02        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	I only 7 lots :) but I think my entry price higher $1.365. But if it rise to $2, I will be very satisfied . Moomoomoo      ( Date: 18-Aug-2016 21:25) Posted: Just 10 lots Bro. U? investshare      ( Date: 18-Aug-2016 19:20) Posted: Bro, you bet big
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Qanghoo Supreme	18-Aug-2016 21:32        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' m quite sure it' d double in the coming yrs, especially when the px is abt 1.30 only.  Qn is when.  SMM is a pure OnG play, unlike KC.  So, the recovery of the sector is even more crucial for  SMM' s  px to retrace.  But for that to happen, all oil producers need to accept that they cannot continue to pump indiscriminately without  regard for world demand (which is still growing by the way even if only just)  n without a commitment  to an equitable sharing of supply.  Once that is achieved, n once investments in EnP are scaled up again, SMM will see light once more.    Maybe, it  cld even tripple in px ....  Moomoomoo      ( Date: 18-Aug-2016 21:10) Posted: Nope.. Just 10 lots.. Praying that it may double in the coming years. U? Moomoomoo      ( Date: 18-Aug-2016 18:05) Posted: Thanks Bro. Fingers crossed. 2 years! Wait for 2 years!
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Moomoomoo Senior	18-Aug-2016 21:25        Moomoomoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just 10 lots Bro. U? investshare      ( Date: 18-Aug-2016 19:20) Posted: Bro, you bet big? Moomoomoo      ( Date: 18-Aug-2016 18:05) Posted: Thanks Bro. Fingers crossed. 2 years! Wait for 2 years!
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Moomoomoo Senior	18-Aug-2016 21:10        Moomoomoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nope.. Just 10 lots.. Praying that it may double in the coming years. U? Moomoomoo      ( Date: 18-Aug-2016 18:05) Posted: Thanks Bro. Fingers crossed. 2 years! Wait for 2 years! investshare      ( Date: 18-Aug-2016 17:39) Posted: Not necessarily, SM should have already provided for this
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