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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
Shifu8888 Supreme	01-Nov-2020 06:07        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Questions from Lim Siew Khee, CGS-CIMB Research Pte Ltd Can I just check, when do your 100 days start? LCH: Well, you can put it as end-September, early-October. So, it is not 98 days to go BUT 60 odd days to go to the Seismic News. naoshingo      ( Date: 31-Oct-2020 18:18) Posted: 98 days to go.
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St.Maximus Supreme	01-Nov-2020 04:56        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Finally brother better, many are predicting an economic rebound in 2021. I think 2022 may be the stronger rebound year... more time required for a stronger rebound as in time is needed for storing the energy of a rebound before it actually happens. What do the others think? Go on, we may speculate!
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St.Maximus Supreme	01-Nov-2020 04:34        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good morning staycooler, Enjoy the cool morning air! When SMM and Keppel combine as the world's largest integrated offshore renewables energy solutions provider, Singapore will have a cooler future in a world less dependent on non renewables oil and gas, whichever president comes to power in America! God willing... ... StayCooler      ( Date: 31-Oct-2020 23:10) Posted: During Trump's presidency, he walked away from environmental pacts and pushed hard for US to be self sufficient on oil by encouraging fracking to the point that US becomes net exporter of crude oil. Biden will clamp down on fracking because of the significant damage to environment. Crude oil will spike. He will definitely rejoin the global warming initiatives and promote renewable energy. Hopefully, it will reverse the fact of companies such as SMM. Given that many of the usual competitors are gone, it may be the perfect squeeze for the industry to be revived. Don't be surprised that even Ezion may be revived.
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St.Maximus Supreme	01-Nov-2020 04:08        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks brother better for your post to update us on many points on offshore energy and projects. These are certainly exciting times for this industry. Beside oil rigs, SMM is building offshore windfarms beginning with construction onshore first and then offshore. Their biggest and latest project is now to team up with GE to build the Sofia Windfarm in the North Sea. Work starts onshore in 2021 and then offshore in 2023. Much patience is required from investors to see how well this project is executed and completed. So SMM is in the Marine business (ship / rig building and repair) and offshore renewables, not directly in the oil and gas industry. Whether merge with Keppel Offshore and Marine so soon remains to be seen. It makes sense to merge, but when? By the end of this year?? Many hope... ...
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better Elite	01-Nov-2020 01:17        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	First of all, SMM is not really in the oil and gas business. They are in the business of building complex structure only if they are offshore. Rystad Energy, a leading energy research firm expects offshore oil and gas investments to rebound strongly next year with nearly half of that investment going to floating production and storage.  In fact, Rystad&rsquo s analysts said that over the next five years, 40 percent of newbuilds for the energy industry would be FPSOs. The reason for that is simple, offshore projects have much lower breakeven than US fracking and other onshore energy sources. So while the energy major like Exxon, Chevron, Shell and BP etc are reducing their capital investment, they are actually increasing their offshore investment even as we speak, especial pertaining to the natural gas complex. That is why the Natural Gas supply chain is the no.1 growth frontier for both SMM and Keppel O& M, follow by renewable like offshore windfarm. Temasek recognises the immense profit potential of the offshore energy biz in the coming years, which is why they are eager for the merger to happen to maximise the profit potential. Keppel knows that very well, which is why they are likely to take part cash and an equity stake in the merged entity.   St.Maximus      ( Date: 31-Oct-2020 23:07) Posted: Oil and gas (O& G) is not exactly a sunset industry. If it were, we would be in trouble because almost all industries rely on oil and gas industry just as every industry relies on the banking industry. The depressed prices of crude oil is making companies in the oil industry to lose money. So SCI/ Keppel profits declined from 2014 when oil reached a peak and started falling from over 100 USD /barrel to near 35 USD /barrel now. As long as oil demand is low which leads to lower oil prices, SMM/Keppel O/M will face continuing headwinds. This is a fact both sets of shareholders will have to face, unfortunately. So, even if Keppel O/M and SMM merge, the merged entity will face the same problem.
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St.Maximus Supreme	31-Oct-2020 23:19        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is not as simple as that staycooler, though you do raise some forward looking statements about possible US approaches to energy generation. The push towards renewables is not just US driven, but a globally driven initiative that is going to replace to an increasing extent oil and natural gas. However, it is going to be a very competitive industry, I foresee. Not any company with some expertise in renewables is going to make it big here. So, yes, Keppel and SMM will and are already moving into these areas, but it remains to be seen how they will compete globally with the likes of more established companies around the world in this renewable energies business.
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StayCooler Member	31-Oct-2020 23:10        StayCooler About Contact  Quote this Post!
x 0   x 0  Alert Admin	During Trump's presidency, he walked away from environmental pacts and pushed hard for US to be self sufficient on oil by encouraging fracking to the point that US becomes net exporter of crude oil. Biden will clamp down on fracking because of the significant damage to environment. Crude oil will spike. He will definitely rejoin the global warming initiatives and promote renewable energy. Hopefully, it will reverse the fact of companies such as SMM. Given that many of the usual competitors are gone, it may be the perfect squeeze for the industry to be revived. Don't be surprised that even Ezion may be revived.
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St.Maximus Supreme	31-Oct-2020 23:07        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oil and gas (O& G) is not exactly a sunset industry. If it were, we would be in trouble because almost all industries rely on oil and gas industry just as every industry relies on the banking industry. The depressed prices of crude oil is making companies in the oil industry to lose money. So SCI/ Keppel profits declined from 2014 when oil reached a peak and started falling from over 100 USD /barrel to near 35 USD /barrel now. As long as oil demand is low which leads to lower oil prices, SMM/Keppel O/M will face continuing headwinds. This is a fact both sets of shareholders will have to face, unfortunately. So, even if Keppel O/M and SMM merge, the merged entity will face the same problem.
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des_khor Supreme	31-Oct-2020 22:39        des_khor About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tell me who is God or Market Fortune Teller in this forum ??"
x 0   x 0  Alert Admin	Since everyone already say O&G is sunset and losing Money business ... who will want yo buy it ?
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St.Maximus Supreme	31-Oct-2020 22:30        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro Better, The issue now is not really sell Keppel/SCI to buy SMM or vice versa, I feel that the more important considerations now are the COVID situations in Europe/India and many parts of South America and other countries. Facing lockdowns and mass infections across the countries will impact all businesses, including Keppel/SCI/SMM and many other companies.  As long as COVID continues to be an uncertain problem with no end in sight, all businesses will be affected and that is shown in the poor performance of many stock markets around the world. So, yes, we are all waiting for a rebound in the economy in 2021 and those around the world. Meanwhile however, weakness will persist in the businesses of all sectors. So, invest as you wish as long as you know we will all have to endure a long and cold Winter. better      ( Date: 31-Oct-2020 21:59) Posted: Precisely, the logical conclusion should be to sell Keppel and buy SMM. To get Keppel to sell their O& M segment, need to offer them at least book value. The sales per se would bring KC' s share price from 0.79x book value to about 0.9x of current book value, giving it a 10+% upside potential To get SMM shareholders to agree, transaction will be have To be done at close to book value. This will rerate SMM from 0.4x book value to close to 1.0x book value, giving it a 250% upside potential. This could likely be those once in a decade opportunity in the Singapore market that you could find this type of profit probability. So, yes, selling my KC to buy more SMM. Selling SCI to buy more SMM will make even more sense as it would likely trade close to or below $1 once SMM starts to surge on the merger news. Trade safe and win big!  danger      ( Date: 31-Oct-2020 19:56) Posted: To accelerate its Vision 2030 roadmap, the group has established a transformation office, along with a 100-day plan to drive results across all segments.   DBS noted that the O& M strategic review could be concluded by the end of this year, which will be a potential rerating catalyst.   As yard restructuring is much needed in this prolonged downturn, the review will " shine some light at the end of this long tunnel ' , Ms Ho said.   We believe spinning off the (O& M) business would be deemed positive, allowing Keppel to focus on its other businesses, she said. Less than 98 days
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St.Maximus Supreme	31-Oct-2020 22:16        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is not anybody' s view but a DBS analyst' s view, I believe, from what I read. Considering the standard of many DBS analysts, it is wise not to read too much from these reports and be careful ingesting such kind of analyst news which may be nothing but pure speculation.  SgTrader17      ( Date: 31-Oct-2020 21:53) Posted: What danger meant, likely to be that Keppel diversement of its O&M by the end of the year or within the 100 days plan, will be involving Sembcorp Marine. Whether with Temasek involved or not, the two companies need to, for various reasons and consolidations of the industry in Singapore, merger or form a combined entity for future business or cost savings efforts etc. This merger thing has been hanging for a long time, and with many analysts talking about it. I am a nobody to give a clear analysis but hear say hear say and read from the news online. Just for sharing. We shall see if it really happen by end of this year or before CNY next year. WIll Temasek let Sembcorp Marine sinks further or find a way out with Keppel O&M? Time will tell, while the share price of SCM slides non-stop. Temasek owns a big chunk of those shares, isn't it. Not inviting ppl to buy on SCM, please. The chart is a terrible one. Buy only at your own risks. DYODD. St.Maximus      ( Date: 31-Oct-2020 19:59) Posted: This news below in bold red is about Keppel Corp and has nothing to do with SMM.
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better Elite	31-Oct-2020 21:59        better About Contact  Quote this Post!
x 0   x 1  Alert Admin	Precisely, the logical conclusion should be to sell Keppel and buy SMM. To get Keppel to sell their O& M segment, need to offer them at least book value. The sales per se would bring KC' s share price from 0.79x book value to about 0.9x of current book value, giving it a 10+% upside potential To get SMM shareholders to agree, transaction will be have To be done at close to book value. This will rerate SMM from 0.4x book value to close to 1.0x book value, giving it a 250% upside potential. This could likely be those once in a decade opportunity in the Singapore market that you could find this type of profit probability. So, yes, selling my KC to buy more SMM. Selling SCI to buy more SMM will make even more sense as it would likely trade close to or below $1 once SMM starts to surge on the merger news. Trade safe and win big!  danger      ( Date: 31-Oct-2020 19:56) Posted: To accelerate its Vision 2030 roadmap, the group has established a transformation office, along with a 100-day plan to drive results across all segments.   DBS noted that the O& M strategic review could be concluded by the end of this year, which will be a potential rerating catalyst.   As yard restructuring is much needed in this prolonged downturn, the review will " shine some light at the end of this long tunnel ' , Ms Ho said.   We believe spinning off the (O& M) business would be deemed positive, allowing Keppel to focus on its other businesses, she said. Less than 98 days
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SgTrader17 Elite	31-Oct-2020 21:53        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What danger meant, likely to be that Keppel diversement of its O&M by the end of the year or within the 100 days plan, will be involving Sembcorp Marine. Whether with Temasek involved or not, the two companies need to, for various reasons and consolidations of the industry in Singapore, merger or form a combined entity for future business or cost savings efforts etc. This merger thing has been hanging for a long time, and with many analysts talking about it. I am a nobody to give a clear analysis but hear say hear say and read from the news online. Just for sharing. We shall see if it really happen by end of this year or before CNY next year. WIll Temasek let Sembcorp Marine sinks further or find a way out with Keppel O&M? Time will tell, while the share price of SCM slides non-stop. Temasek owns a big chunk of those shares, isn't it. Not inviting ppl to buy on SCM, please. The chart is a terrible one. Buy only at your own risks. DYODD. St.Maximus      ( Date: 31-Oct-2020 19:59) Posted: This news below in bold red is about Keppel Corp and has nothing to do with SMM.
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St.Maximus Supreme	31-Oct-2020 19:59        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	This news below in bold red is about Keppel Corp and has nothing to do with SMM.
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danger Supreme	31-Oct-2020 19:56        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	To accelerate its Vision 2030 roadmap, the group has established a transformation office, along with a 100-day plan to drive results across all segments.   DBS noted that the O& M strategic review could be concluded by the end of this year, which will be a potential rerating catalyst.   As yard restructuring is much needed in this prolonged downturn, the review will " shine some light at the end of this long tunnel ' , Ms Ho said.   We believe spinning off the (O& M) business would be deemed positive, allowing Keppel to focus on its other businesses, she said. Less than 98 days
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alleyboy Veteran	31-Oct-2020 19:32        alleyboy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Count down to next year. Long way leh naoshingo      ( Date: 31-Oct-2020 18:18) Posted: 98 days to go.
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St.Maximus Supreme	31-Oct-2020 18:19        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	98 days to what? CNY??
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naoshingo Elite	31-Oct-2020 18:18        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	98 days to go.
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St.Maximus Supreme	31-Oct-2020 14:14        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, I know too,  just leave him alone to clown about.
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danger Supreme	31-Oct-2020 11:39        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Hahahahaha I know who is that clown simpleguy123      ( Date: 30-Oct-2020 21:23) Posted: 8888, I wish for you and the rest of the bros to huat. Lately got one poster, going from thread to thread, posting here and posting there to get rank of Master (He just ranked again). Don' t be discouraged :) Shifu8888      ( Date: 30-Oct-2020 20:44) Posted: Let future judge me if I say the closing price of 0.12 will be flipped to be 0.21 before CNY
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