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SgTrader17 Elite	28-Jan-2021 18:21        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	1800 - ASK TEMASEK. WHY? because they are the biggest shareholders of SCM. And if Keppel exits the O&M, left SCM. SIMPLE logic. danger      ( Date: 28-Jan-2021 18:16) Posted: Think there is no way to rally for scm if hopes of merger is gone The only reason scm in play and up from 11.2c was because of keppel 100 days review and merger  Now left what ?
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danger Supreme	28-Jan-2021 18:16        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Think there is no way to rally for scm if hopes of merger is gone The only reason scm in play and up from 11.2c was because of keppel 100 days review and merger  Now left what ?
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ICXGOLD Master	28-Jan-2021 18:12        ICXGOLD About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keppel decision actually maybe a blow to Sembcorp Industries as now Keppel plans to focus on renewable energy projects, so more than see a sell off on SCM in wouldn' t br surprised to see SCI take a beating as now the sector they are in has a new competitor. SCM is now better placed, we can expect a gradual recovery towards TERP and beyond over time. TOMORROW, SCM would most likely announce the datea for results and hopefull we hear of new contracts at the time. It also gives SCM time to try and possibly acquire some projects from Keppel which they are no longer interested in managing.
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naoshingo Elite	28-Jan-2021 18:10        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree, still could happen but not so soon...as KC didn' t totally write off... World' s number one rig builder exit rig building....sad case... Now left with SM....to build rig to represent SG.... Honestly, the KC result is very bad...it is right that TH didn' t buy at $7++ pkli899      ( Date: 28-Jan-2021 17:40) Posted: Yes, I also noticed this. Still got chance but don' t put too much hope on it. Even if it does happened, will not be soon. bystander1965      ( Date: 28-Jan-2021 17:30) Posted: For those waiting for the merger, maybe there is still a chance. Another 100 days maybe? We are also exploring inorganic options for the O& M business, but there is no assurance that any transaction will materialise. In the meantime, we believe that our organic restructuring of Keppel O& M will not only enhance its competitiveness, but also its attractiveness, if we were to undertake any inorganic action.
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lhc1964 Senior	28-Jan-2021 18:02        lhc1964 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is SCM going to take over the low margin projects ? Good for SCM ? SgTrader17      ( Date: 28-Jan-2021 18:00) Posted: From two become one. That's the final outcome or consolidations that the industry wanted. It's just how Keppel O&M will exit. Eventually left SCM to do the business in rigs related. Keppel already infd won't take on more projects, so now only SCM will take the business available and no need to fight over future contracts. We see how markets react tomorrow to SCM and KC share prices. ICXGOLD      ( Date: 28-Jan-2021 17:55) Posted: The only positives from this at present are a possible future merger or takeover of the Rig Co. and Dev Co. And more importantly this move by keppel will make SCM the largest and single biggest player left on the field one or two quarters down the line with lesser competition on projecta with keppel backing out of most tenders. So I still view this as a positive development. I.e. TH would now control the whole O& M sector without even paying keppel or at best a fractionally smaller amount to takeover the Rig Co. and Dev Co.
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SgTrader17 Elite	28-Jan-2021 18:00        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	From two become one. That's the final outcome or consolidations that the industry wanted. It's just how Keppel O&M will exit. Eventually left SCM to do the business in rigs related. Keppel already infd won't take on more projects, so now only SCM will take the business available and no need to fight over future contracts. We see how markets react tomorrow to SCM and KC share prices. ICXGOLD      ( Date: 28-Jan-2021 17:55) Posted: The only positives from this at present are a possible future merger or takeover of the Rig Co. and Dev Co. And more importantly this move by keppel will make SCM the largest and single biggest player left on the field one or two quarters down the line with lesser competition on projecta with keppel backing out of most tenders. So I still view this as a positive development. I.e. TH would now control the whole O& M sector without even paying keppel or at best a fractionally smaller amount to takeover the Rig Co. and Dev Co.
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bystander1965 Supreme	28-Jan-2021 18:00        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	I never thought it positive for the merger to happen now. Eventually maybe. They have to stand on their own 2 feet first. pkli899      ( Date: 28-Jan-2021 17:58) Posted: Yes, more positive for SCM in fact. ICXGOLD      ( Date: 28-Jan-2021 17:55) Posted: The only positives from this at present are a possible future merger or takeover of the Rig Co. and Dev Co. And more importantly this move by keppel will make SCM the largest and single biggest player left on the field one or two quarters down the line with lesser competition on projecta with keppel backing out of most tenders. So I still view this as a positive development. I.e. TH would now control the whole O& M sector without even paying keppel or at best a fractionally smaller amount to takeover the Rig Co. and Dev Co.
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Starship Supreme	28-Jan-2021 18:00        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	bystander1965      ( Date: 28-Jan-2021 17:54) Posted: Wah, all the scare tactics come out. Loads of nonsense.
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pkli899 Supreme	28-Jan-2021 17:58        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, more positive for SCM in fact. ICXGOLD      ( Date: 28-Jan-2021 17:55) Posted: The only positives from this at present are a possible future merger or takeover of the Rig Co. and Dev Co. And more importantly this move by keppel will make SCM the largest and single biggest player left on the field one or two quarters down the line with lesser competition on projecta with keppel backing out of most tenders. So I still view this as a positive development. I.e. TH would now control the whole O& M sector without even paying keppel or at best a fractionally smaller amount to takeover the Rig Co. and Dev Co.
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pkli899 Supreme	28-Jan-2021 17:55        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Exactly, can' t be bothered to rebuke. bystander1965      ( Date: 28-Jan-2021 17:54) Posted: Wah, all the scare tactics come out. Loads of nonsense.
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ICXGOLD Master	28-Jan-2021 17:55        ICXGOLD About Contact  Quote this Post!
x 0   x 0  Alert Admin	The only positives from this at present are a possible future merger or takeover of the Rig Co. and Dev Co. And more importantly this move by keppel will make SCM the largest and single biggest player left on the field one or two quarters down the line with lesser competition on projecta with keppel backing out of most tenders. So I still view this as a positive development. I.e. TH would now control the whole O& M sector without even paying keppel or at best a fractionally smaller amount to takeover the Rig Co. and Dev Co.
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bystander1965 Supreme	28-Jan-2021 17:54        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Wah, all the scare tactics come out. Loads of nonsense.
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lhc1964 Senior	28-Jan-2021 17:47        lhc1964 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Should see sell off tomorrow. danger      ( Date: 28-Jan-2021 17:45) Posted: So spartans can' t defend 15c already tomorrow... retreat !!
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danger Supreme	28-Jan-2021 17:45        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	So spartans can' t defend 15c already tomorrow... retreat !!
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7ra11ver Member	28-Jan-2021 17:45        7ra11ver About Contact  Quote this Post!
x 0   x 0  Alert Admin	becareful... looks like KC preparing for Op co (asset light) to be taken up by SM. SM shareholders may need to cough out more to absorb Op Co,
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lhc1964 Senior	28-Jan-2021 17:44        lhc1964 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like no chance to merge with KOM . pkli899      ( Date: 28-Jan-2021 17:40) Posted: Yes, I also noticed this. Still got chance but don' t put too much hope on it. Even if it does happened, will not be soon. bystander1965      ( Date: 28-Jan-2021 17:30) Posted: For those waiting for the merger, maybe there is still a chance. Another 100 days maybe? We are also exploring inorganic options for the O& M business, but there is no assurance that any transaction will materialise. In the meantime, we believe that our organic restructuring of Keppel O& M will not only enhance its competitiveness, but also its attractiveness, if we were to undertake any inorganic action.
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pkli899 Supreme	28-Jan-2021 17:40        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, I also noticed this. Still got chance but don' t put too much hope on it. Even if it does happened, will not be soon. bystander1965      ( Date: 28-Jan-2021 17:30) Posted: For those waiting for the merger, maybe there is still a chance. Another 100 days maybe? We are also exploring inorganic options for the O& M business, but there is no assurance that any transaction will materialise. In the meantime, we believe that our organic restructuring of Keppel O& M will not only enhance its competitiveness, but also its attractiveness, if we were to undertake any inorganic action.
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bystander1965 Supreme	28-Jan-2021 17:37        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Perhaps the Rig Co will close once they exit the rig business. But one can continue to speculate why they want to do it this way. naoshingo      ( Date: 28-Jan-2021 17:30) Posted: Bro, do you know what is a  a Rig Co and a Development Co (Dev Co)  that KC mention? A new holding company? bystander1965      ( Date: 28-Jan-2021 17:27) Posted: Keppel O& M will exit the offshore rig building business, after completing the existing rigs under construction. Wah...
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bystander1965 Supreme	28-Jan-2021 17:31        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	I read it as an internal restructure. But they leave the door open. See my other message. naoshingo      ( Date: 28-Jan-2021 17:30) Posted: Bro, do you know what is a  a Rig Co and a Development Co (Dev Co)  that KC mention? A new holding company? bystander1965      ( Date: 28-Jan-2021 17:27) Posted: Keppel O& M will exit the offshore rig building business, after completing the existing rigs under construction. Wah...
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naoshingo Elite	28-Jan-2021 17:30        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, do you know what is a  a Rig Co and a Development Co (Dev Co)  that KC mention? A new holding company? bystander1965      ( Date: 28-Jan-2021 17:27) Posted: Keppel O& M will exit the offshore rig building business, after completing the existing rigs under construction. Wah...   bystander1965      ( Date: 28-Jan-2021 17:26) Posted: 1Media Release Keppel positions for global energy transition, announces bold transformation of offshore & marine business
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