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The SEA of Hopes and ATRIUM of Surprises Post Reply Rate topic
alanchee Senior	05-Aug-2024 16:53        alanchee About Contact  Quote this Post!
x 1   x 0  Alert Admin	Continue to hold for at least a year or 2.. Wait for FY24 results in Feb and if profits increase gathers momentum sp will rise again.. Meanwhile hope that sp price will slowly creep up again and not fall back Login20      ( Date: 05-Aug-2024 13:46) Posted: I will be still interested and vested in Seatrium for mid to long term, it take times for Seatrium to prove itself, year 2025 maybe the year onward. Hope for the best. DYODD. Login20      ( Date: 05-Aug-2024 13:36) Posted: No need to doubt us, he already indicated he is exiting, other had exited, I am still holding a major portion. If it breakeven, or close, I will do so too. Many comments here is just like a sale person tone, who will only talk about the good things of a product, all these numbers of Seatrium we could read and understand well enough as seasoned investors. However, to sing beautiful tunes here to attract the retail investors does not serve well, because mighty short sellers will be laughting at you, and institutaion buyers chose not to buy now , hopefully they will buy asap though. Until 2025, Seatrium might  be still under short selling target unless institutional buying commence. Just hope Seatrium wil spring a surprise in 2H24 with the estimate (let say) 10% down payment of FPSO convert to revenue with design done, site survey done and other, on top of the average $4 bn 2H24 revenue estimated by analysts, else this $1.1 bn is under deposit or deferred revenue, unless is wrong. Hope for the best.
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eugesun Elite	05-Aug-2024 16:01        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tokyo market crash...BB may take it as speculation and further short????
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PL1968 Senior	05-Aug-2024 15:19        PL1968 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi Ahbui8, just correction of your statement as below: Analysts expect the company to post earnings of about $200 million in FY2024, and $445 million in FY2025, according to Bloomberg forecasts https://www.straitstimes.com/business/companies-markets/seatrium-chief-expects-tailwind-as-orders-flow-in-and-firm-starts-to-sail-into-profitability ahbui8      ( Date: 05-Aug-2024 11:59) Posted: bloomberg consensus for Seatrium 1H profit is 200m, but actual is 115m fall short of more than 40%. Seatrium turn profit in 1H 2024 is not a surprise, many consensus expect it. BinderyT      ( Date: 05-Aug-2024 11:48) Posted: The point is - fund managers not interested.   With them gone, short sellers take control.   You can argue all you want that its underpriced, has potential, has Strong Buy rating, etc but retail doesn' t move the market
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Eagle88 Supreme	05-Aug-2024 15:14        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is the best time for SBB if Seatrium' s broker really know what to do. LOL
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Joyoftheworld Master	05-Aug-2024 14:00        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shit5e2 would likely hover at 14x for awhile until the next positive or negative catalyst... Joyoftheworld      ( Date: 04-Aug-2024 13:52) Posted: I have been saying for awhile $100mil H1 net profit would be underwhelming. $36m is outright depressing. Looks like Shit5e2 would hover at 14x for awhile until the next potential catalyst...Q3 biz update in early Nov....wonderful for those who want to buy more Keppel free shares at steep discount.  Orgiinal retail price- 12.2 cents.  Now selling for 7+ cents. Joyoftheworld      ( Date: 02-Aug-2024 09:00) Posted: Everyone can go home liao. Nothing to see here for a little while. Sian....
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Login20 Master	05-Aug-2024 13:46        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I will be still interested and vested in Seatrium for mid to long term, it take times for Seatrium to prove itself, year 2025 maybe the year onward. Hope for the best. DYODD. Login20      ( Date: 05-Aug-2024 13:36) Posted: No need to doubt us, he already indicated he is exiting, other had exited, I am still holding a major portion. If it breakeven, or close, I will do so too. Many comments here is just like a sale person tone, who will only talk about the good things of a product, all these numbers of Seatrium we could read and understand well enough as seasoned investors. However, to sing beautiful tunes here to attract the retail investors does not serve well, because mighty short sellers will be laughting at you, and institutaion buyers chose not to buy now , hopefully they will buy asap though. Until 2025, Seatrium might  be still under short selling target unless institutional buying commence. Just hope Seatrium wil spring a surprise in 2H24 with the estimate (let say) 10% down payment of FPSO convert to revenue with design done, site survey done and other, on top of the average $4 bn 2H24 revenue estimated by analysts, else this $1.1 bn is under deposit or deferred revenue, unless is wrong. Hope for the best.   Eagle88      ( Date: 05-Aug-2024 12:51) Posted: Try to buy cheap after sold i think ??? LO
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Login20 Master	05-Aug-2024 13:36        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No need to doubt us, he already indicated he is exiting, other had exited, I am still holding a major portion. If it breakeven, or close, I will do so too. Many comments here is just like a sale person tone, who will only talk about the good things of a product, all these numbers of Seatrium we could read and understand well enough as seasoned investors. However, to sing beautiful tunes here to attract the retail investors does not serve well, because mighty short sellers will be laughting at you, and institutaion buyers chose not to buy now , hopefully they will buy asap though. Until 2025, Seatrium might  be still under short selling target unless institutional buying commence. Just hope Seatrium wil spring a surprise in 2H24 with the estimate (let say) 10% down payment of FPSO convert to revenue with design done, site survey done and other, on top of the average $4 bn 2H24 revenue estimated by analysts, else this $1.1 bn is under deposit or deferred revenue, unless is wrong. Hope for the best.   Eagle88      ( Date: 05-Aug-2024 12:51) Posted: Try to buy cheap after sold i think ??? LOL 2egg4kosong      ( Date: 05-Aug-2024 12:06) Posted: lol ... the same grp preaching to buy now cursing to sell ... try harder
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Eagle88 Supreme	05-Aug-2024 12:56        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SP may rebound fast and furious if SBB and Funds start to come in !!!
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Eagle88 Supreme	05-Aug-2024 12:51        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Try to buy cheap after sold i think ??? LOL 2egg4kosong      ( Date: 05-Aug-2024 12:06) Posted: lol ... the same grp preaching to buy now cursing to sell ... try harder
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BinderyT Elite	05-Aug-2024 12:42        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	I don' t.   I eat only one egg, one kosong.   But a bet is a bet and he big stake gambler. MrBear12sfan      ( Date: 05-Aug-2024 12:18) Posted: Just curious, how you all can eat 6prata? 😅 BinderyT      ( Date: 05-Aug-2024 12:14) Posted: I don' t owe him because we squared off an earlier side bet :
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investshare Supreme	05-Aug-2024 12:39        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	👍 BinderyT      ( Date: 05-Aug-2024 11:59) Posted: I always laugh when management starts to use EBIDTA.   Started in telcos then spread to all the money losing tech companies like Uber and Grab.   Your biz is either profitable or not.   Why say its profitable IF depreciation, amortization, etc are excluded?   Absolute nonsense. LoudShout      ( Date: 05-Aug-2024 11:20) Posted: Out of 4 billon revenue, showed a 38 millio profit before tax.  What a crap, not tailwind but fart wind.  Got ST to write a glowing article of tailwind but turned up to be fart wind.  Again, harped on before impairment or arbitration, EBITDA..  please stick to Net Profit After Tax and diividend yield.  ST can hype the share price up but end of day the miserable net profit margin shows.
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BinderyT Elite	05-Aug-2024 12:37        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Japan Number One!   -7.21% Korea Number Two! -6.70% Our drop, though painful, is kachang.
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Catrade Master	05-Aug-2024 12:33        Catrade About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well said! 👍 very balanced view as well.  At the end of the day all investors want to see real good net profit n good dividends.  LoudShout      ( Date: 05-Aug-2024 12:05) Posted: Basically, you may win orders from competitors.  The downside: (1) regulatory punishing fines - Operations CarWash (2) your capital investment suffers impairment (3) you cannot deliver - arbitration losses (4) your acquisiton overprice - goodwill write off (5) you leveraged - interest cost (6) normal depreciation of your equipment..  and (7) you could not manage your costs.. costs overrun.  So buy dancing around EBITDA.. means managment not responsible or accountable for the above factors?  Please be real, shareholders do not get dividends from EBITDA, or managment remuneration.   BinderyT      ( Date: 05-Aug-2024 11:59) Posted: I always laugh when management starts to use EBIDTA.   Started in telcos then spread to all the money losing tech companies like Uber and Grab.   Your biz is either profitable or not.   Why say its profitable IF depreciation, amortization, etc are excluded?   Absolute nonsense
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Joyoftheworld Master	05-Aug-2024 12:32        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not much substance. Try harder. LoudShout      ( Date: 05-Aug-2024 12:05) Posted: Basically, you may win orders from competitors.  The downside: (1) regulatory punishing fines - Operations CarWash (2) your capital investment suffers impairment (3) you cannot deliver - arbitration losses (4) your acquisiton overprice - goodwill write off (5) you leveraged - interest cost (6) normal depreciation of your equipment..  and (7) you could not manage your costs.. costs overrun.  So buy dancing around EBITDA.. means managment not responsible or accountable for the above factors?  Please be real, shareholders do not get dividends from EBITDA, or managment remuneration.   BinderyT      ( Date: 05-Aug-2024 11:59) Posted: I always laugh when management starts to use EBIDTA.   Started in telcos then spread to all the money losing tech companies like Uber and Grab.   Your biz is either profitable or not.   Why say its profitable IF depreciation, amortization, etc are excluded?   Absolute nonsense
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MrBear12sfan Member	05-Aug-2024 12:18        MrBear12sfan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just curious, how you all can eat 6prata? 😅 BinderyT      ( Date: 05-Aug-2024 12:14) Posted: I don' t owe him because we squared off an earlier side bet :) MrBear12sfan      ( Date: 05-Aug-2024 12:10) Posted: Still owe u 2egg4kosong. 😂
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BinderyT Elite	05-Aug-2024 12:14        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	I don' t owe him because we squared off an earlier side bet :) MrBear12sfan      ( Date: 05-Aug-2024 12:10) Posted: Still owe u 2egg4kosong. 😂 2egg4kosong      ( Date: 05-Aug-2024 12:06) Posted: lol ... the same grp preaching to buy now cursing to sell ... try harder
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MrBear12sfan Member	05-Aug-2024 12:10        MrBear12sfan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Still owe u 2egg4kosong. 😂 2egg4kosong      ( Date: 05-Aug-2024 12:06) Posted: lol ... the same grp preaching to buy now cursing to sell ... try harder
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2egg4kosong Veteran	05-Aug-2024 12:06        2egg4kosong About Contact  Quote this Post! Style: Technical   Mood:
x 0   x 0  Alert Admin	lol ... the same grp preaching to buy now cursing to sell ... try harder
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LoudShout Master	05-Aug-2024 12:05        LoudShout About Contact  Quote this Post!
x 0   x 0  Alert Admin	Basically, you may win orders from competitors.  The downside: (1) regulatory punishing fines - Operations CarWash (2) your capital investment suffers impairment (3) you cannot deliver - arbitration losses (4) your acquisiton overprice - goodwill write off (5) you leveraged - interest cost (6) normal depreciation of your equipment..  and (7) you could not manage your costs.. costs overrun.  So buy dancing around EBITDA.. means managment not responsible or accountable for the above factors?  Please be real, shareholders do not get dividends from EBITDA, or managment remuneration.   BinderyT      ( Date: 05-Aug-2024 11:59) Posted: I always laugh when management starts to use EBIDTA.   Started in telcos then spread to all the money losing tech companies like Uber and Grab.   Your biz is either profitable or not.   Why say its profitable IF depreciation, amortization, etc are excluded?   Absolute nonsense. LoudShout      ( Date: 05-Aug-2024 11:20) Posted: Out of 4 billon revenue, showed a 38 millio profit before tax.  What a crap, not tailwind but fart wind.  Got ST to write a glowing article of tailwind but turned up to be fart wind.  Again, harped on before impairment or arbitration, EBITDA..  please stick to Net Profit After Tax and diividend yield.  ST can hype the share price up but end of day the miserable net profit margin shows.
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Chansenghoe1971 Elite	05-Aug-2024 12:04        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	They have reasons for stating so as dep amortisation are non cash item and Ebitda is meaningful for capital intensive business Your earlier points are good but what you say also make sense because eps and P/E ratio are all blooooody based on net profit not Ebitda BinderyT      ( Date: 05-Aug-2024 11:59) Posted: I always laugh when management starts to use EBIDTA.   Started in telcos then spread to all the money losing tech companies like Uber and Grab.   Your biz is either profitable or not.   Why say its profitable IF depreciation, amortization, etc are excluded?   Absolute nonsense. LoudShout      ( Date: 05-Aug-2024 11:20) Posted: Out of 4 billon revenue, showed a 38 millio profit before tax.  What a crap, not tailwind but fart wind.  Got ST to write a glowing article of tailwind but turned up to be fart wind.  Again, harped on before impairment or arbitration, EBITDA..  please stick to Net Profit After Tax and diividend yield.  ST can hype the share price up but end of day the miserable net profit margin shows.
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