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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
SgTrader17 Elite	30-Oct-2020 02:24        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	From my own perspective, they didn't want to mention anything about SCM. It seems SCM price slides is a "no brained" and it just continue to slide and some "nature takes its course" thing. If there's anything that comes on the benefits of SCM, I think it will all be a one time sudden move. My own opinions. I myself never add SCM based on the recent long downtrend. But it just made no sense and no brainer. I wait and see, if it takes months, also just wait and see. Enough of SCM shares in my portfolio. I added Singtel recently. Today I added UOL. Next target either to buy Keppel Corp or Capitaland, or even Raffles Medical Group. Definitely won't touch SCM until these ppl "song" already to give the announcement that will let the share price turn around. If not, i just hold and wait. Dyodd. All the best.
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StayCooler Member	30-Oct-2020 01:09        StayCooler About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wish that Biden wins on Nov 3. Biden?s $2 trillion green energy and infrastructure plan could directly benefit some European companies, including those in construction, clean energy, and technology, Barclays strategists added. Such a spending package could accelerate the continuing shift among investors to environmental, social, and governance assets. ?Europe, which is ahead of the U.S. in terms of transition toward ESG assets should thus directly benefit from the inflows into the broader theme,? they said, noting that exchange-traded funds in the clean-energy space have seen high inflows in recent weeks.
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kcowen Member	30-Oct-2020 00:29        kcowen About Contact  Quote this Post!
x 0   x 0  Alert Admin	keppel sell condos, smm only sell rigs. better      ( Date: 29-Oct-2020 23:13) Posted: Actually, selling KC to buy SMM also make a lot of sense SMM at 12.5 cents is like Keppel selling for $2. SMM and Keppel similiar gearing ratio SMM has similiar profit potential as Keppel SMM has 42% of its book value in cash while Keppel has 15% SMM trading at 0.41x book value while Keppel at 0.78x
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alwayshopeful Senior	30-Oct-2020 00:25        alwayshopeful About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well said. danger      ( Date: 29-Oct-2020 15:29) Posted: THOSE CLOWNS AT TEMASICK REALLY SABO  CALL FOR RIGHTS ISSUE ... ELSE IT WON' T BE SO SAD
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St.Maximus Supreme	29-Oct-2020 23:47        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Then I will know who you, bro Better, are, as the Annual Report 2020 will show your name. better      ( Date: 29-Oct-2020 23:15) Posted: Yup, at the rate it is going, pretty soon.... St.Maximus      ( Date: 29-Oct-2020 23:11) Posted: No thanks, brother.  Will leave you to buy SMM. As many continue to sell, you may accumulate and become substantial shareholder soon
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better Elite	29-Oct-2020 23:15        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yup, at the rate it is going, pretty soon.... St.Maximus      ( Date: 29-Oct-2020 23:11) Posted: No thanks, brother.  Will leave you to buy SMM. As many continue to sell, you may accumulate and become substantial shareholder soon! better      ( Date: 29-Oct-2020 23:08) Posted: Sell  SCI and buy SMM. SCI' s estimated gearing at 2.5x vs SMM' s below 1. SCI is in competitive Singapore utility market which got Hyflux bankrupted. SMM has the offshore wind and recently surging natural gas prices blowing in its favour and a truck load of cold hard cash. SCI is in a cash crunch and making loss in H1 2020 ex SMM' s contribution
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weekaykee Master	29-Oct-2020 23:15        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	SMM will start moving up just when SCI reaches its short term peak and consolidates, which should take place within next  2 weeks. Get ready to switch out, at least partially, from SCI and put it into SMM before it reverses St.Maximus      ( Date: 29-Oct-2020 23:11) Posted: No thanks, brother.  Will leave you to buy SMM. As many continue to sell, you may accumulate and become substantial shareholder soon! better      ( Date: 29-Oct-2020 23:08) Posted: Sell  SCI and buy SMM. SCI' s estimated gearing at 2.5x vs SMM' s below 1. SCI is in competitive Singapore utility market which got Hyflux bankrupted. SMM has the offshore wind and recently surging natural gas prices blowing in its favour and a truck load of cold hard cash. SCI is in a cash crunch and making loss in H1 2020 ex SMM' s contribution
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better Elite	29-Oct-2020 23:13        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually, selling KC to buy SMM also make a lot of sense SMM at 12.5 cents is like Keppel selling for $2. SMM and Keppel similiar gearing ratio SMM has similiar profit potential as Keppel SMM has 42% of its book value in cash while Keppel has 15% SMM trading at 0.41x book value while Keppel at 0.78x
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St.Maximus Supreme	29-Oct-2020 23:11        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	No thanks, brother.  Will leave you to buy SMM. As many continue to sell, you may accumulate and become substantial shareholder soon! better      ( Date: 29-Oct-2020 23:08) Posted: Sell  SCI and buy SMM. SCI' s estimated gearing at 2.5x vs SMM' s below 1. SCI is in competitive Singapore utility market which got Hyflux bankrupted. SMM has the offshore wind and recently surging natural gas prices blowing in its favour and a truck load of cold hard cash. SCI is in a cash crunch and making loss in H1 2020 ex SMM' s contribution
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better Elite	29-Oct-2020 23:08        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sell  SCI and buy SMM. SCI' s estimated gearing at 2.5x vs SMM' s below 1. SCI is in competitive Singapore utility market which got Hyflux bankrupted. SMM has the offshore wind and recently surging natural gas prices blowing in its favour and a truck load of cold hard cash. SCI is in a cash crunch and making loss in H1 2020 ex SMM' s contribution
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St.Maximus Supreme	29-Oct-2020 23:01        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now, selling SMM for SCI made sense! naoshingo      ( Date: 29-Oct-2020 22:08) Posted: I sold very little about 50K shares to buy some more SCI.. Honestly, I didn' t expect SM to drop so fierce.  Because rights issue price is 20c and TREP is 30c as per the demerger book...I believe that it will be back to 20c someday. And I believe that there will be a consolidation of O& M. And if it does happen, it would be at least 35c. But again, i count my blessing that I didn' t give up on SCI and swop for KC or even DBS....if I did..I wouldn' t have earned such gain in short time. I am a stubborn investor lah...long time shareholder of SCI.... If I think SM can make it...I will hold like I did with SCI... Many Naysayer back then pre-demerger...say post demerger price SCI is 90c lah....whatever.. Anyways, SM is a bonus to me now and I am not in need of cash  TA_Expert      ( Date: 29-Oct-2020 19:16) Posted: I am surprised that you didn' t cash out on first day
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naoshingo Elite	29-Oct-2020 22:08        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I sold very little about 50K shares to buy some more SCI.. Honestly, I didn' t expect SM to drop so fierce.  Because rights issue price is 20c and TREP is 30c as per the demerger book...I believe that it will be back to 20c someday. And I believe that there will be a consolidation of O& M. And if it does happen, it would be at least 35c. But again, i count my blessing that I didn' t give up on SCI and swop for KC or even DBS....if I did..I wouldn' t have earned such gain in short time. I am a stubborn investor lah...long time shareholder of SCI.... If I think SM can make it...I will hold like I did with SCI... Many Naysayer back then pre-demerger...say post demerger price SCI is 90c lah....whatever.. Anyways, SM is a bonus to me now and I am not in need of cash  TA_Expert      ( Date: 29-Oct-2020 19:16) Posted: I am surprised that you didn' t cash out on first day. naoshingo      ( Date: 29-Oct-2020 17:59) Posted: Lol...given to me so many lots by SCI... I didn' t pay for it
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naoshingo Elite	29-Oct-2020 22:02        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shifu, I couldn' t be bothered with  Maximus Hot Air liao. I am holding on to SM. Shifu8888      ( Date: 29-Oct-2020 21:46) Posted: I will let you have the last say. St.Maximus      ( Date: 29-Oct-2020 19:40) Posted: When mummy tends to this one, it may well be in an advanced stage of decomposition already
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St.Maximus Supreme	29-Oct-2020 21:56        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Do not read too much into this 2030 vision thing. It is much too futuristic for short term results. No, the 100-day program does not at all imply they will sell off KOM within these two months. Instead they are pushing ahead with the execution of their projects won so far. weekaykee      ( Date: 29-Oct-2020 21:51) Posted: The following is from Keppel' s Business report related to its 3rd qtr results released today. Does the 100 day programme imply they will announce their move on KOM (sell off , merger?) within the next 2 remaining months? If so, it it does result in some merger with SMM, then not much room left for SMM to fall. " On 29 September 2020, we announced plans to accelerate our Vision 2030 roadmap that will ready Keppel to weather the challenging environment and chart our growth path. To this end, we have established a Vision 2030 transformation office and launched a 100- day programme to drive results. In line with our Vision 2030 strategy, in the past month, we have announced about S$140 million in asset divestments from our landbank and non-core assets, and also secured an offshore renewables contract worth about S$600 million. We are also actively working with Keppel O& M&rsquo s Board and Management on the strategic review of this business, including exploring the full spectrum of organic and inorganic options.&rdquo
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weekaykee Master	29-Oct-2020 21:51        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	The following is from Keppel' s Business report related to its 3rd qtr results released today. Does the 100 day programme imply they will announce their move on KOM (sell off , merger?) within the next 2 remaining months? If so, it it does result in some merger with SMM, then not much room left for SMM to fall. " On 29 September 2020, we announced plans to accelerate our Vision 2030 roadmap that will ready Keppel to weather the challenging environment and chart our growth path. To this end, we have established a Vision 2030 transformation office and launched a 100- day programme to drive results. In line with our Vision 2030 strategy, in the past month, we have announced about S$140 million in asset divestments from our landbank and non-core assets, and also secured an offshore renewables contract worth about S$600 million. We are also actively working with Keppel O& M&rsquo s Board and Management on the strategic review of this business, including exploring the full spectrum of organic and inorganic options.&rdquo
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Shifu8888 Supreme	29-Oct-2020 21:46        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I will let you have the last say. St.Maximus      ( Date: 29-Oct-2020 19:40) Posted: When mummy tends to this one, it may well be in an advanced stage of decomposition already. Shifu8888      ( Date: 29-Oct-2020 18:24) Posted: Let me tell you the answer why. Cancer also got stage level. Mummy may buy this back to privately nurse it, chemo therapy it with brest milk.
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St.Maximus Supreme	29-Oct-2020 21:41        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	That will depend largely on when the COVID stabilises and when the oil prices recover Sgvale      ( Date: 29-Oct-2020 20:31) Posted: Can SM tahan till Covid over or till oil recovery?
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St.Maximus Supreme	29-Oct-2020 21:39        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oil plunged up to 6% ytd below support of $40, and today it is down another 6% to $35. The trend is down due to weak demand. Sgvale      ( Date: 29-Oct-2020 20:29) Posted: Oil plunged 5%
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des_khor Supreme	29-Oct-2020 20:34        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	I sold 0.17 143000 shares at 8:58:30 on first day . TA_Expert      ( Date: 29-Oct-2020 19:16) Posted: I am surprised that you didn' t cash out on first day. naoshingo      ( Date: 29-Oct-2020 17:59) Posted: Lol...given to me so many lots by SCI... I didn' t pay for it
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Sgvale Supreme	29-Oct-2020 20:31        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can SM tahan till Covid over or till oil recovery?
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