Back

Latest Forum Topics / Seatrium    Last:0.091 --

Post Reply

SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
Shifu8888 Supreme	27-Oct-2020 14:05        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	You should bystander1965      ( Date: 27-Oct-2020 13:56) Posted: If it happens as u said I wouldn't add more of smm. I will go buy KC instead. 😁 Shifu8888      ( Date: 27-Oct-2020 13:32) Posted: We have to understand why both are loss-making? By combining, they can cut costs and be more nimble. Win more projects by showcasing their scaled up operation. Improved profile Buy and hold for believers. Naysayers, can sell now and buy halcyon.
Useful To Me  Not Useful To Me
bystander1965 Supreme	27-Oct-2020 13:56        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	If it happens as u said I wouldn't add more of smm. I will go buy KC instead. 😁 Shifu8888      ( Date: 27-Oct-2020 13:32) Posted: We have to understand why both are loss-making? By combining, they can cut costs and be more nimble. Win more projects by showcasing their scaled up operation. Improved profile Buy and hold for believers. Naysayers, can sell now and buy halcyon. bystander1965      ( Date: 27-Oct-2020 12:56) Posted: Yes I am aware of potential benefits. But still 2 loss making don't make a good one. Now issuance of shares to acquire another co? Smm will really go to 0.005 I am afraid. It is in no position to acquire others. And dilution is the last thing me as a sh would want now
Useful To Me  Not Useful To Me
Peter88 Senior	27-Oct-2020 13:49        Peter88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If they merge , can cut off many duplications , thus save a lot of costs Shifu8888      ( Date: 27-Oct-2020 13:32) Posted: We have to understand why both are loss-making? By combining, they can cut costs and be more nimble. Win more projects by showcasing their scaled up operation. Improved profile Buy and hold for believers. Naysayers, can sell now and buy halcyon. bystander1965      ( Date: 27-Oct-2020 12:56) Posted: Yes I am aware of potential benefits. But still 2 loss making don't make a good one. Now issuance of shares to acquire another co? Smm will really go to 0.005 I am afraid. It is in no position to acquire others. And dilution is the last thing me as a sh would want now
Useful To Me  Not Useful To Me
Shifu8888 Supreme	27-Oct-2020 13:32        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	We have to understand why both are loss-making? By combining, they can cut costs and be more nimble. Win more projects by showcasing their scaled up operation. Improved profile Buy and hold for believers. Naysayers, can sell now and buy halcyon. bystander1965      ( Date: 27-Oct-2020 12:56) Posted: Yes I am aware of potential benefits. But still 2 loss making don't make a good one. Now issuance of shares to acquire another co? Smm will really go to 0.005 I am afraid. It is in no position to acquire others. And dilution is the last thing me as a sh would want now. Shifu8888      ( Date: 27-Oct-2020 12:48) Posted: No cash involved. If this happens, it will be issuance of SMM shares to KC shareholders ending up RTO in the making. Benefits 1. Cost savings PMI (Post Merger Integration) 2. Sharing of customer base 3. Consolidation of business and making it bigger to land more projects. 4. Synergies of Value chain proposition. Many other
Useful To Me  Not Useful To Me
bystander1965 Supreme	27-Oct-2020 12:56        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Yes I am aware of potential benefits. But still 2 loss making don't make a good one. Now issuance of shares to acquire another co? Smm will really go to 0.005 I am afraid. It is in no position to acquire others. And dilution is the last thing me as a sh would want now. Shifu8888      ( Date: 27-Oct-2020 12:48) Posted: No cash involved. If this happens, it will be issuance of SMM shares to KC shareholders ending up RTO in the making. Benefits 1. Cost savings PMI (Post Merger Integration) 2. Sharing of customer base 3. Consolidation of business and making it bigger to land more projects. 4. Synergies of Value chain proposition. Many others bystander1965      ( Date: 27-Oct-2020 12:25) Posted: Actually I don't quite buy into the merger story. Not at this time point. Which one has the $ to acquire the other? I would rather smm spend the $ on projects. 2 loss making cos merged into one how good can the new co be? Smm should chart its own path and turn around first. The same for Kom. Then a merger may be more viable. Or ask KC to suck smm in? And drag KC down? Why would sci separate smm in the first place then?
Useful To Me  Not Useful To Me
Shifu8888 Supreme	27-Oct-2020 12:48        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No cash involved. If this happens, it will be issuance of SMM shares to KC shareholders ending up RTO in the making. Benefits 1. Cost savings PMI (Post Merger Integration) 2. Sharing of customer base 3. Consolidation of business and making it bigger to land more projects. 4. Synergies of Value chain proposition. Many others bystander1965      ( Date: 27-Oct-2020 12:25) Posted: Actually I don't quite buy into the merger story. Not at this time point. Which one has the $ to acquire the other? I would rather smm spend the $ on projects. 2 loss making cos merged into one how good can the new co be? Smm should chart its own path and turn around first. The same for Kom. Then a merger may be more viable. Or ask KC to suck smm in? And drag KC down? Why would sci separate smm in the first place then?
Useful To Me  Not Useful To Me
bystander1965 Supreme	27-Oct-2020 12:25        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Actually I don't quite buy into the merger story. Not at this time point. Which one has the $ to acquire the other? I would rather smm spend the $ on projects. 2 loss making cos merged into one how good can the new co be? Smm should chart its own path and turn around first. The same for Kom. Then a merger may be more viable. Or ask KC to suck smm in? And drag KC down? Why would sci separate smm in the first place then?
Useful To Me  Not Useful To Me
laksaman57 Supreme	27-Oct-2020 12:18        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.rolfsuey.com/2020/06/to-merge-sembcorp-marine-and-keppel-o.html?m=1 "In theory, it is natural to think that as long as Temasek becomes a controlling shareholders of both Keppel and SCM, Temasek can decide on the merger. But in reality, it is not only up to Temasek or the shareholders of both companies! The global anti-competition authorities will have to give the approval, which they may reject the merger, or the process may just drag on and on. Clients of KOM and SCM who are mostly Oil companies, Rig builders and FPU contractors may also reject to the merger deal! " Shifu8888      ( Date: 27-Oct-2020 11:32) Posted: Like SIA and Olam, Temasek?s attempt to resuscitate them will NOT be in vain. The decoupling of SMM is a first step to the next M&A of Keppel O&M. Re loaded at 13.
Useful To Me  Not Useful To Me
bystander1965 Supreme	27-Oct-2020 11:59        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Substantiate your claims w facts or you are just an irritant that should be completely ignored. 😁 Trader1987      ( Date: 27-Oct-2020 11:39) Posted: Maybe another round of 1 : 5 @ $0.05? Have you consider worse case scenario? bystander1965      ( Date: 27-Oct-2020 11:37) Posted: If u have the confidence smm will not die, in 5 years for sure u will be laughing your way to the bank w this price now. Have to have patience in investment and for this counter to turn around. I just need smm to give me that confidence before I add more... Will hold what I have now.
Useful To Me  Not Useful To Me
bystander1965 Supreme	27-Oct-2020 11:50        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Why would it do that now? It has 600m that can last them another 2 years. That's why I have not added anything more until they show me it is turning around. At this point I still think they can. So until such time I will hold. I notice u have been bashing this counter without giving any information. U have any interest in this counter? Trader1987      ( Date: 27-Oct-2020 11:39) Posted: Maybe another round of 1 : 5 @ $0.05? Have you consider worse case scenario? bystander1965      ( Date: 27-Oct-2020 11:37) Posted: If u have the confidence smm will not die, in 5 years for sure u will be laughing your way to the bank w this price now. Have to have patience in investment and for this counter to turn around. I just need smm to give me that confidence before I add more... Will hold what I have now.
Useful To Me  Not Useful To Me
danger Supreme	27-Oct-2020 11:44        danger About Contact  Quote this Post! Style: Combined   Mood:
x 1   x 0  Alert Admin	DEMERGER TO CREATE 2 FOCUSED CIOMPANIES ..... THE ORIGNAL SCM SHAREHOLDERS ARE ALL CURSING AND SWEARING FOR SUPPORTING THE 20 CENTS RIGHTS ALL DIED IN VAIN
Useful To Me  Not Useful To Me
TikTalk Supreme	27-Oct-2020 11:41        TikTalk About Contact  Quote this Post! Style: Combined   Mood: Yells: "Anyone miss me?"
x 0   x 0  Alert Admin	If want to invest in SMM just leave it there for some time, avoid hoping for this or that, if it comes it come.
Useful To Me  Not Useful To Me
Trader1987 Veteran	27-Oct-2020 11:39        Trader1987 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe another round of 1 : 5 @ $0.05? Have you consider worse case scenario? bystander1965      ( Date: 27-Oct-2020 11:37) Posted: If u have the confidence smm will not die, in 5 years for sure u will be laughing your way to the bank w this price now. Have to have patience in investment and for this counter to turn around. I just need smm to give me that confidence before I add more... Will hold what I have now.
Useful To Me  Not Useful To Me
bystander1965 Supreme	27-Oct-2020 11:37        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	If u have the confidence smm will not die, in 5 years for sure u will be laughing your way to the bank w this price now. Have to have patience in investment and for this counter to turn around. I just need smm to give me that confidence before I add more... Will hold what I have now.
Useful To Me  Not Useful To Me
Shifu8888 Supreme	27-Oct-2020 11:32        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Like SIA and Olam, Temasek?s attempt to resuscitate them will NOT be in vain. The decoupling of SMM is a first step to the next M&A of Keppel O&M. Re loaded at 13.
Useful To Me  Not Useful To Me
wehuattogether88 Supreme	27-Oct-2020 11:05        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	well Danger, if you look at short term, it is rather painfull for those shareholders but if they hold SMM long enough, there might be a merger with Keppel or cyclical up turn for oil and marine sector in the mid term etc or a change to the better.    danger      ( Date: 27-Oct-2020 10:58) Posted: from above $1 and 85 cents before rights announcement .. and all who had to take up the 20 cents rights with no choice .. Now all cry until no tears
Useful To Me  Not Useful To Me
lawsershare Senior	27-Oct-2020 11:00        lawsershare About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is time to Reborn...
Useful To Me  Not Useful To Me
danger Supreme	27-Oct-2020 10:58        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	from above $1 and 85 cents before rights announcement .. and all who had to take up the 20 cents rights with no choice .. Now all cry until no tears
Useful To Me  Not Useful To Me
FATABA Supreme	27-Oct-2020 10:57        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Just keep it till end 2021 ......cold storage.  Take the drop as the gain in SCI more then compensated .    If hv extra $, just hold.  LOL  dyodd danger      ( Date: 27-Oct-2020 10:46) Posted: DAMN SCM will be in limbo until Q1 2021 when the $5.3 BILLION WINDFARM contract announce  And until all SCI shareholders had sold their last shares in SCM then can rally   bystander1965      ( Date: 27-Oct-2020 10:40) Posted: This counter u have to have holding power. It's in the down trend. It has been a shortists' favourite for a long time. The 600m raised can last the co about 2 years. But it has been disappointing that it has not won any significant deal this year at all. It's not the right time for me to add to this. Will do when the time comes be it at 10cents or 15. DYODD
Useful To Me  Not Useful To Me
bystander1965 Supreme	27-Oct-2020 10:53        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Honestly even if they formally announced that today it will still be in limbo if the big players have not accumulated enough w their target price. A financial site calculated smm's intrinsic to 13 though. danger      ( Date: 27-Oct-2020 10:46) Posted: DAMN SCM will be in limbo until Q1 2021 when the $5.3 BILLION WINDFARM contract announce  And until all SCI shareholders had sold their last shares in SCM then can rally   bystander1965      ( Date: 27-Oct-2020 10:40) Posted: This counter u have to have holding power. It's in the down trend. It has been a shortists' favourite for a long time. The 600m raised can last the co about 2 years. But it has been disappointing that it has not won any significant deal this year at all. It's not the right time for me to add to this. Will do when the time comes be it at 10cents or 15. DYODD
Useful To Me  Not Useful To Me

                                                         First   < Newer   7301-7320 of 9396   Older>   Last