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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
danger Supreme	01-Oct-2020 09:38        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	LAI LIAO danger      ( Date: 01-Oct-2020 08:53) Posted: Keppel Corporation Ltd :ANNOUNCES STRATEGIC REVIEW OF OFFSHORE & MARINE BUSINESS.
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danger Supreme	01-Oct-2020 09:37        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	bro u so newbie ????  TigerPlay      ( Date: 01-Oct-2020 09:36) Posted: So it is same as keppel corp, cannot trade marine separately, tks 1c2e3s      ( Date: 01-Oct-2020 09:27) Posted: it under keppel corp BN4. different from sembcorp which had semb marine n semn indu
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TigerPlay Master	01-Oct-2020 09:36        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	So it is same as keppel corp, cannot trade marine separately, tks 1c2e3s      ( Date: 01-Oct-2020 09:27) Posted: it under keppel corp BN4. different from sembcorp which had semb marine n semn indus TigerPlay      ( Date: 01-Oct-2020 09:19) Posted: Anyone know what the stockname for keppel offshore marine, cannot find in sgx
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1c2e3s Veteran	01-Oct-2020 09:27        1c2e3s About Contact  Quote this Post!
x 0   x 0  Alert Admin	it under keppel corp BN4. different from sembcorp which had semb marine n semn indus TigerPlay      ( Date: 01-Oct-2020 09:19) Posted: Anyone know what the stockname for keppel offshore marine, cannot find in sgx
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danger Supreme	01-Oct-2020 09:20        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Bro you kidding , it is not listed !!! TigerPlay      ( Date: 01-Oct-2020 09:19) Posted: Anyone know what the stockname for keppel offshore marine, cannot find in sgx
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TigerPlay Master	01-Oct-2020 09:19        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone know what the stockname for keppel offshore marine, cannot find in sgx
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danger Supreme	01-Oct-2020 09:13        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	WAKING UP TO MERGER !!!
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danger Supreme	01-Oct-2020 08:53        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Keppel Corporation Ltd :ANNOUNCES STRATEGIC REVIEW OF OFFSHORE & MARINE BUSINESS.
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Alson18 Senior	01-Oct-2020 06:49        Alson18 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow you so confident it wl stay below 0.15! Must be one of BB who shorts...... uiop1223      ( Date: 01-Oct-2020 05:15) Posted: Dont worry. It will stay 15 cents or lower better      ( Date: 01-Oct-2020 00:24) Posted: Most of the capabilities of the SMM and Keppel O & M overlapped. SMM' s war chest of $2billon cash put them in a enviable position in this current environment. The crown jewel of SMM is their capability in off shore wind, which happens to be the next growth frontier, whatever the price of crude oil and natural gas may be. That is likely the reason Temasek walk away from the Keppel' s buyout to focus on buying more SMM. Temasek is currently raising US$25 billion from their bond sales exercise. Based on their asset allocation, likely 1/4 of that money will be invested in Singapore. Temasek is a tough bargainer. They own 42.6% of SMM and 20% of Keppel. So naturally, they would ensure that SMM gets a good deal if the merger does materialise. However, a more  logical growth strategy for SMM is to use their excellent cashflow position to win more higher margin billion dollar off shore wind deals. Using it for a merger with Keppel O& M seems like quite a waste. Personally, I hope that SMM share price can stay around 15 cents for awhile so I could buy more at favourable prices. Trade safe!
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uiop1223 Supreme	01-Oct-2020 05:15        uiop1223 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Dont worry. It will stay 15 cents or lower better      ( Date: 01-Oct-2020 00:24) Posted: Most of the capabilities of the SMM and Keppel O & M overlapped. SMM' s war chest of $2billon cash put them in a enviable position in this current environment. The crown jewel of SMM is their capability in off shore wind, which happens to be the next growth frontier, whatever the price of crude oil and natural gas may be. That is likely the reason Temasek walk away from the Keppel' s buyout to focus on buying more SMM. Temasek is currently raising US$25 billion from their bond sales exercise. Based on their asset allocation, likely 1/4 of that money will be invested in Singapore. Temasek is a tough bargainer. They own 42.6% of SMM and 20% of Keppel. So naturally, they would ensure that SMM gets a good deal if the merger does materialise. However, a more  logical growth strategy for SMM is to use their excellent cashflow position to win more higher margin billion dollar off shore wind deals. Using it for a merger with Keppel O& M seems like quite a waste. Personally, I hope that SMM share price can stay around 15 cents for awhile so I could buy more at favourable prices. Trade safe!
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better Elite	01-Oct-2020 00:24        better About Contact  Quote this Post!
x 1   x 1  Alert Admin	Most of the capabilities of the SMM and Keppel O & M overlapped. SMM' s war chest of $2billon cash put them in a enviable position in this current environment. The crown jewel of SMM is their capability in off shore wind, which happens to be the next growth frontier, whatever the price of crude oil and natural gas may be. That is likely the reason Temasek walk away from the Keppel' s buyout to focus on buying more SMM. Temasek is currently raising US$25 billion from their bond sales exercise. Based on their asset allocation, likely 1/4 of that money will be invested in Singapore. Temasek is a tough bargainer. They own 42.6% of SMM and 20% of Keppel. So naturally, they would ensure that SMM gets a good deal if the merger does materialise. However, a more  logical growth strategy for SMM is to use their excellent cashflow position to win more higher margin billion dollar off shore wind deals. Using it for a merger with Keppel O& M seems like quite a waste. Personally, I hope that SMM share price can stay around 15 cents for awhile so I could buy more at favourable prices. Trade safe!
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BIGBOOBEAR Veteran	30-Sep-2020 23:27        BIGBOOBEAR About Contact  Quote this Post! Style: Combined   Mood: Yells: "Better to meet a bear robbed of her cubs than a fool"
x 0   x 0  Alert Admin	It is swim or sink for SMM. TH has already bought a large part of you over. Now is time for you to re-shine or face extinction. That would be a terrible tragedy because of the great ship repair capabilities and oil-rig manufacturing capabilities SMM has built-up over these 50 years! IF these capabilities are not deployed to the full in order to fulfill all of its present contracts (and any future ones), SMM will sink. And there is absolutely no guarantee that anyone will come and save it.
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Bry_2004 Member	30-Sep-2020 23:12        Bry_2004 About Contact  Quote this Post!
x 0   x 0  Alert Admin	TH has the means to buy companies, but does not have the midas touch to revive a co if the biz they are in is going into global decline.. SMM dont really have much options on the table actually..as it remains in the marine industry..merger or not.. To  remain as it is now or merge with KOM which would be further short term pain, for a potential longer term gain would be a very hard decision to make.. KC can afford to hold on to their KOM division for some time as they have other units which are profitable to cover the gap..SMM does not have that kind of luxury.. Of course, there is also a small possiblity that any consolidation could go beyond the shores of our country.. SgTrader17      ( Date: 30-Sep-2020 23:01) Posted: SCM was thrown down from average of 60 cents to 14 cents and then shareholders were urged to support the whitewash and the rights issue. Remember? It was "promised" a better company into the future. So, there's some sweeteners meant to come for the loyal Shareholders. Or else, will Temasek just let it continues to sink? I just don't see any sense in that. And it's not just about SCM and its brand name, also about how Temasek invest into it and the future path it will go under the "guidance" of Temasek as the major shareholder. Losing it means much more than just money. That's what I meant. Bry_2004      ( Date: 30-Sep-2020 21:17) Posted: There's some potential for KC shareholders..Not so much for SMM..At least in the short term.. SMM is in a potential dilemma of remaining a marine play at the current size..Or merging w KOM to be a larger sized marine biz.. This is potentially more risk (at least in the short term)..but the silver lining is that they could also potentially benefit with larger economies of scale (in the longer term) to compete better with overseas rivals On a side note..It's quite impossible for TH to buy over KOM and inject it FOC within SMM..On how good a deal it would be..Will depend on the finer details for such a deal.. Yes..They may be another wave of pain..Before growth..Please dyo
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SgTrader17 Elite	30-Sep-2020 23:01        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SCM was thrown down from average of 60 cents to 14 cents and then shareholders were urged to support the whitewash and the rights issue. Remember? It was "promised" a better company into the future. So, there's some sweeteners meant to come for the loyal Shareholders. Or else, will Temasek just let it continues to sink? I just don't see any sense in that. And it's not just about SCM and its brand name, also about how Temasek invest into it and the future path it will go under the "guidance" of Temasek as the major shareholder. Losing it means much more than just money. That's what I meant. Bry_2004      ( Date: 30-Sep-2020 21:17) Posted: There's some potential for KC shareholders..Not so much for SMM..At least in the short term.. SMM is in a potential dilemma of remaining a marine play at the current size..Or merging w KOM to be a larger sized marine biz.. This is potentially more risk (at least in the short term)..but the silver lining is that they could also potentially benefit with larger economies of scale (in the longer term) to compete better with overseas rivals On a side note..It's quite impossible for TH to buy over KOM and inject it FOC within SMM..On how good a deal it would be..Will depend on the finer details for such a deal.. Yes..They may be another wave of pain..Before growth..Please dyod SgTrader17      ( Date: 30-Sep-2020 20:39) Posted: My personal opinions is that Keppel Marine will be taken out private by Temasek at a premium, this benefiting the Shareholders of KC, especially after the withdrawal of the bid for KC. After that, Keppel Marine can be injected into SCM and giving a boost to SCM business and share price. Temasek holds such a big pie of the new SCM. If share price goes back up, it will be beneficial to them. Perhaps more than what they pay to KC on the long term when SCM recovers to glory days with Keppel Marine merger into it. That's my opinions, as mentioned. DYODD.
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BIGBOOBEAR Veteran	30-Sep-2020 22:52        BIGBOOBEAR About Contact  Quote this Post! Style: Combined   Mood: Yells: "Better to meet a bear robbed of her cubs than a fool"
x 0   x 1  Alert Admin	SMM does not want all of KC OM assets now. As if SMM do not have enough assets already by itself... ... Do we still need KC' s marine assets to function better? SMM now Gah Khee Gow Umm Deem. Still want to take on GIGANTIC Keppel Corp marine assets! Like dat, SMM will sink before reach rocket launch pad... I will press not the rocket launch button but the sell button! SMM, please don' t diworsify (not diversify) into building marine environment! Focus on core business of ship-repair and rigs building first. These were what made you GREAT once upon a time. And you already have so many billions of contracts here. Later got energy, den worry about global warming, etc.    beng1102      ( Date: 30-Sep-2020 22:36) Posted: Likely the same demerge of KC from the OM.  Offloading all its OM assets to SMM.  Likely that SMM have to diversify into building marine environment for work related to global warming and tap into the 100billion dollars gov spending. BIGBOOBEAR      ( Date: 30-Sep-2020 21:49) Posted: Sorry, KC shareholders do not want SMM... No offence to SMM shareholders, directors and managers.  But, we do not want your company!
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lawsershare Senior	30-Sep-2020 22:41        lawsershare About Contact  Quote this Post!
x 0   x 0  Alert Admin	If no one is interested in SCM & KOM, who will be the next Giant to acquire them? Looks like this is a Big Question to Global Investors... Bry_2004      ( Date: 30-Sep-2020 21:20) Posted: This is quite unlikely..KC shareholders mostly would not be open to purchasing more marine assets.. Diversifying from marine is also in view of the KC`s board vision They just mentioned selling marine assets remember? Such a move will get vetoed for sure by SH even if it was put in motion.. This move would only happen if TH did what they might have.. Obtain majority holdings in KC lawsershare      ( Date: 30-Sep-2020 21:12) Posted: Alternative Keppel Corp may acquire Sembcorp Marine as the price is too good for them... Looks like both are our National Teasure Asset, both Left & Right hands are brothers...
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beng1102 Elite	30-Sep-2020 22:36        beng1102 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Likely the same demerge of KC from the OM.  Offloading all its OM assets to SMM.  Likely that SMM have to diversify into building marine environment for work related to global warming and tap into the 100billion dollars gov spending. BIGBOOBEAR      ( Date: 30-Sep-2020 21:49) Posted: Sorry, KC shareholders do not want SMM... No offence to SMM shareholders, directors and managers.  But, we do not want your company!
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BIGBOOBEAR Veteran	30-Sep-2020 21:49        BIGBOOBEAR About Contact  Quote this Post! Style: Combined   Mood: Yells: "Better to meet a bear robbed of her cubs than a fool"
x 0   x 0  Alert Admin	Sorry, KC shareholders do not want SMM... No offence to SMM shareholders, directors and managers.  But, we do not want your company!
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Bry_2004 Member	30-Sep-2020 21:20        Bry_2004 About Contact  Quote this Post!
x 1   x 0  Alert Admin	This is quite unlikely..KC shareholders mostly would not be open to purchasing more marine assets.. Diversifying from marine is also in view of the KC`s board vision They just mentioned selling marine assets remember? Such a move will get vetoed for sure by SH even if it was put in motion.. This move would only happen if TH did what they might have.. Obtain majority holdings in KC lawsershare      ( Date: 30-Sep-2020 21:12) Posted: Alternative Keppel Corp may acquire Sembcorp Marine as the price is too good for them... Looks like both are our National Teasure Asset, both Left & Right hands are brothers... SgTrader17      ( Date: 30-Sep-2020 20:39) Posted: My personal opinions is that Keppel Marine will be taken out private by Temasek at a premium, this benefiting the Shareholders of KC, especially after the withdrawal of the bid for KC. After that, Keppel Marine can be injected into SCM and giving a boost to SCM business and share price. Temasek holds such a big pie of the new SCM. If share price goes back up, it will be beneficial to them. Perhaps more than what they pay to KC on the long term when SCM recovers to glory days with Keppel Marine merger into it. That's my opinions, as mentioned. DYODD.
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Bry_2004 Member	30-Sep-2020 21:17        Bry_2004 About Contact  Quote this Post!
x 0   x 0  Alert Admin	There's some potential for KC shareholders..Not so much for SMM..At least in the short term.. SMM is in a potential dilemma of remaining a marine play at the current size..Or merging w KOM to be a larger sized marine biz.. This is potentially more risk (at least in the short term)..but the silver lining is that they could also potentially benefit with larger economies of scale (in the longer term) to compete better with overseas rivals On a side note..It's quite impossible for TH to buy over KOM and inject it FOC within SMM..On how good a deal it would be..Will depend on the finer details for such a deal.. Yes..They may be another wave of pain..Before growth..Please dyod SgTrader17      ( Date: 30-Sep-2020 20:39) Posted: My personal opinions is that Keppel Marine will be taken out private by Temasek at a premium, this benefiting the Shareholders of KC, especially after the withdrawal of the bid for KC. After that, Keppel Marine can be injected into SCM and giving a boost to SCM business and share price. Temasek holds such a big pie of the new SCM. If share price goes back up, it will be beneficial to them. Perhaps more than what they pay to KC on the long term when SCM recovers to glory days with Keppel Marine merger into it. That's my opinions, as mentioned. DYODD.
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