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ckh002 Member	20-Aug-2020 02:49        ckh002 About Contact  Quote this Post!
x 0   x 2  Alert Admin	Support you bro.. I have just loaded another 20 lots @ $1.86 yesterday.  This is really call " average-down"   .  Only Shortist will hint others to sell.  Then buy back at low price and turn to long again.  I still have a GTM at $1.80.  Must tio-zui to support le... Hawker80      ( Date: 19-Aug-2020 10:47) Posted: simple answer to that bro.. I' m a long term SCI and SCM holder... as I told you at the very first time.. I disagree with your statement keep on swinging ... then whats the point of making prediction.. just stand strong with your statement.. stand strong and hold your balls...   josemmm123      ( Date: 19-Aug-2020 10:45) Posted: --- Post Removed by User ---
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arctician1982 Senior	19-Aug-2020 21:34        arctician1982 About Contact  Quote this Post!
x 0   x 0  Alert Admin	PB valuation doesnt converge to industry mean of 1.1x right after demerger, your estimate is valid provided SCM shares can maintain value of 20c freeme      ( Date: 19-Aug-2020 19:04) Posted: To determine possible current market price for SCI after XE. You have to determine the industry P/B based on ulitity counters. From SGX data, Asia Pacific Utility Stocks median P/B ration is at 1.1. SCI after demerage NAV is 1.8 per share. This is based on P/B 1.0. If you believe that SCI without our SMM should trade closer to industry peers at 1.1x. SCI value should be worth 1.98  by itself.  With extra SMM given free to SCI holders at par value based on 427 SMM shares for every 100 SCI shares. That will be worth 0.85. Based on this 2.83. But just to be on the caution on my evaluation of SCI just based on 0.8 P/B = 1.44 (SCI) + 0.85 (SMM) = $2.29 I' m using possible valuation to determine the fair value of SCI. Of cos, you can be even more pessimistic on using a lower P/B for SCI.
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wonglau7479 Member	19-Aug-2020 20:24        wonglau7479 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, have been monitoring the shorts... not much short activities for past few days including today: 17 Aug Sembcorp Ind                    267300                          SGD          511546 Sembcorp Marine              2637700                        SGD          591636 18 Aug Sembcorp Ind                    158400                          SGD          299363 Sembcorp Marine              2504600                        SGD          552413.5 19 Aug Sembcorp Ind                    90900                            SGD          168369 Sembcorp Marine              2669500                        SGD          558902 josemmm123      ( Date: 19-Aug-2020 19:43) Posted: --- Post Removed by User ---
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tangoanna Master	19-Aug-2020 19:24        tangoanna About Contact  Quote this Post!
x 0   x 0  Alert Admin	2.5 more weeks. josemmm123      ( Date: 11-Aug-2020 13:13) Posted: --- Post Removed by User ---
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freeme Elite	19-Aug-2020 19:04        freeme About Contact  Quote this Post!
x 0   x 1  Alert Admin	To determine possible current market price for SCI after XE. You have to determine the industry P/B based on ulitity counters. From SGX data, Asia Pacific Utility Stocks median P/B ration is at 1.1. SCI after demerage NAV is 1.8 per share. This is based on P/B 1.0. If you believe that SCI without our SMM should trade closer to industry peers at 1.1x. SCI value should be worth 1.98  by itself.  With extra SMM given free to SCI holders at par value based on 427 SMM shares for every 100 SCI shares. That will be worth 0.85. Based on this 2.83. But just to be on the caution on my evaluation of SCI just based on 0.8 P/B = 1.44 (SCI) + 0.85 (SMM) = $2.29 I' m using possible valuation to determine the fair value of SCI. Of cos, you can be even more pessimistic on using a lower P/B for SCI.
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arctician1982 Senior	19-Aug-2020 19:03        arctician1982 About Contact  Quote this Post!
x 0   x 0  Alert Admin	you called out an impt point, if the shares are wortheless even if they give you 500 or 5 mil shares also doesnt matter. I value it at 20c in worst case scenario but i expect it to trade at TERP of 25c, the SCM price is a surprise to me. Wondering if SCM CEO and BOD will still fully subscribe to the rights as what they promised in SIAS townhall Ventura1234      ( Date: 19-Aug-2020 17:12) Posted: If SMM stay at 20 or below..the rights are practically worthless and we can assume SCI holders will get the max 491 shares right?
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lailai Elite	19-Aug-2020 17:32        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	That' s right, from what Jose the SCI guru had mentioned. One lot SCI will get 4.911 lots of SCI if none subscribe, and TH absorb all of the excess. Also seems like TH wants to ensure SCM gets the money it needs to have a new restart, whether got subscribers or nil, besides freeing its debt. Where to find such a godfather? Ventura1234      ( Date: 19-Aug-2020 17:12) Posted: If SMM stay at 20 or below..the rights are practically worthless and we can assume SCI holders will get the max 491 shares right?
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Ventura1234 Member	19-Aug-2020 17:12        Ventura1234 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If SMM stay at 20 or below..the rights are practically worthless and we can assume SCI holders will get the max 491 shares right?
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Angrybull Member	19-Aug-2020 16:59        Angrybull About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any idea which date will we know the amount of SMM shares we entitled to?
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naoshingo Elite	19-Aug-2020 16:51        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I added a bit slowly 1000s.
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tangoanna Master	19-Aug-2020 16:51        tangoanna About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sell queues significantly reduced.
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JY0064 Senior	19-Aug-2020 16:47        JY0064 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Loaded again to show confi in SCI.
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naoshingo Elite	19-Aug-2020 16:41        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya...personally I am also surprised by Jose sudden you turn.... SCI is now sitting on 50 days MA and just below 200 days MA and he call it quit just like that.... Hmmm.... Could he be a shortist himself?  Hawker80      ( Date: 19-Aug-2020 14:53) Posted: you think too much bro.. haha i will always appear when you Alibaba U turn.. I am still staying here, holding my prediction SCM will go back to 25 cents and SCI will followed accodingly.. how about you? sold all the SCI and run away? One time BB short is able to scare you away.. the loyal sci holder will stay. and we will hold it back. josemmm123      ( Date: 19-Aug-2020 14:28) Posted: --- Post Removed by User ---
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arctician1982 Senior	19-Aug-2020 16:07        arctician1982 About Contact  Quote this Post!
x 1   x 0  Alert Admin	wow so drama i thought you number 1 supporter? Actually i am quite entertained by your posts and some of the views are quite good. You can exit but do continue to stay here and engage the community josemmm123      ( Date: 19-Aug-2020 13:10) Posted: --- Post Removed by User ---
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Justheretotrade Member	19-Aug-2020 15:52        Justheretotrade About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ok thanks!! tangoanna      ( Date: 19-Aug-2020 15:49) Posted: Only the shares. Rights are for Sembcorp marine shareholders, which have already been allocated and trading in the market now. Justheretotrade      ( Date: 19-Aug-2020 15:46) Posted: Oh. So we are not entitled to the rights now correct ? We will only get the shares in Sep
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tangoanna Master	19-Aug-2020 15:49        tangoanna About Contact  Quote this Post!
x 0   x 0  Alert Admin	Only the shares. Rights are for Sembcorp marine shareholders, which have already been allocated and trading in the market now. Justheretotrade      ( Date: 19-Aug-2020 15:46) Posted: Oh. So we are not entitled to the rights now correct ? We will only get the shares in Sep? tangoanna      ( Date: 19-Aug-2020 15:45) Posted: get the sembcorp marine shares in septembe
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Justheretotrade Member	19-Aug-2020 15:46        Justheretotrade About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oh. So we are not entitled to the rights now correct ? We will only get the shares in Sep? tangoanna      ( Date: 19-Aug-2020 15:45) Posted: get the sembcorp marine shares in september Justheretotrade      ( Date: 19-Aug-2020 15:42) Posted: One question so SCI holders get SCM rights?
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tangoanna Master	19-Aug-2020 15:45        tangoanna About Contact  Quote this Post!
x 0   x 0  Alert Admin	get the sembcorp marine shares in september Justheretotrade      ( Date: 19-Aug-2020 15:42) Posted: One question so SCI holders get SCM rights?
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Justheretotrade Member	19-Aug-2020 15:42        Justheretotrade About Contact  Quote this Post!
x 0   x 0  Alert Admin	One question so SCI holders get SCM rights?
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tangoanna Master	19-Aug-2020 15:36        tangoanna About Contact  Quote this Post!
x 0   x 0  Alert Admin	looks like $1.85 should hold
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