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Latest Forum Topics / Seatrium    Last:0.091 --  Post Reply
SembCorp Marine- The new Frontier.
sutiono
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15-Jul-2021 22:55     
 
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 Alert Admin 		Exactly ! Share price reacted and adjusted to market upon announxement .

Stocky901      ( Date: 15-Jul-2021 20:33) Posted:

Rights price cannot change else investors will ask for compensations as share price dropped from 19c to 12c and they had sold at a loss. Get compensations from temasek?

Calmroom      ( Date: 15-Jul-2021 17:42) Posted:

Wonder how far Sias can escalate this matter.

Possible for the rights price to get amended?

Or for part of the money to be raised by other means
such as sustainability-linked financial facilities
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ahbui8
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15-Jul-2021 20:50     
 
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 Alert Admin 		Yes nothing can be changed on the rights issue except being rejected during AGM.

To me at least there is someone voice out for us ( Minorities SH )

Now let see will the inability CEO continues to remain silent  

 


Stocky901      ( Date: 15-Jul-2021 20:33) Posted:

Rights price cannot change else investors will ask for compensations as share price dropped from 19c to 12c and they had sold at a loss. Get compensations from temasek?

Calmroom      ( Date: 15-Jul-2021 17:42) Posted:

Wonder how far Sias can escalate this matter.

Possible for the rights price to get amended?

Or for part of the money to be raised by other means
such as sustainability-linked financial facilities
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Stocky901
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15-Jul-2021 20:33     
 
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 Alert Admin 		Rights price cannot change else investors will ask for compensations as share price dropped from 19c to 12c and they had sold at a loss. Get compensations from temasek?

Calmroom      ( Date: 15-Jul-2021 17:42) Posted:

Wonder how far Sias can escalate this matter.

Possible for the rights price to get amended?

Or for part of the money to be raised by other means
such as sustainability-linked financial facilities?

Calmroom      ( Date: 15-Jul-2021 17:23) Posted:

" Sias questions Sembmarine' s latest proposed $S1.5b rights issue"
Can read this BT article just released today.  smiley
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uiop1223
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15-Jul-2021 19:44     
 
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 Alert Admin 		I thot its pending approval? But with T supporting, the rights will go thru bah

Sunbrighten      ( Date: 15-Jul-2021 19:13) Posted:

may i know about x-right date is pending for AGM right bro?

uiop1223      ( Date: 15-Jul-2021 18:36) Posted:

Those who for some strange reasons has fetish for SMM, buy after x rights and after keppel sh got foc shares and dump the shit they received
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ahbui8
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15-Jul-2021 19:30     
 
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 Alert Admin 		the group' s CEO, Wong Weng Sun, had earlier expressed optimism in his H2 FY2020 results briefing in February earlier this year.

in June, come out say SM need money so need issue rights. Scam lah 😂

This CEO must be replaced lah
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Sunbrighten
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15-Jul-2021 19:13     
 
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 Alert Admin 		may i know about x-right date is pending for AGM right bro?

uiop1223      ( Date: 15-Jul-2021 18:36) Posted:

Those who for some strange reasons has fetish for SMM, buy after x rights and after keppel sh got foc shares and dump the shit they received
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uiop1223
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15-Jul-2021 18:36     
 
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 Alert Admin 		Those who for some strange reasons has fetish for SMM, buy after x rights and after keppel sh got foc shares and dump the shit they received
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sutiono
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15-Jul-2021 18:18     
 
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 Alert Admin 		A done deal ! Temasek is untouchable !

Calmroom      ( Date: 15-Jul-2021 17:58) Posted:

These 2 points brought up by Sias are actually possible to implement.

The rights price is not set in stone yet, and SMM has used before
these  sustainability-linked financial facilities to raise money.

sutiono      ( Date: 15-Jul-2021 17:50) Posted:

SIAS is big hollywood only la. must say smething to show  they are n retail investors side. So that David can continue to enjoy his big fat salary
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Calmroom
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15-Jul-2021 17:58     
 
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 Alert Admin 		These 2 points brought up by Sias are actually possible to implement.

The rights price is not set in stone yet, and SMM has used before
these  sustainability-linked financial facilities to raise money.

sutiono      ( Date: 15-Jul-2021 17:50) Posted:

SIAS is big hollywood only la. must say smething to show  they are n retail investors side. So that David can continue to enjoy his big fat salary.

Calmroom      ( Date: 15-Jul-2021 17:42) Posted:

Wonder how far Sias can escalate this matter.

Possible for the rights price to get amended?

Or for part of the money to be raised by other means
such as sustainability-linked financial facilities
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Where123
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15-Jul-2021 17:53     
 
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 Alert Admin 		We know the challenges, but
(1)will be great if CEO can explain why choose this magical number of 0.09 for further dilution.
(2) Most foreign MNCs have salaries/bonus of CEOs tie to share price since on board. Did anyone know SM practise ? Price drops by half, how about pay to those senior executives or directors goes by half as well ??

Regards,
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sutiono
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15-Jul-2021 17:50     
 
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 Alert Admin 		SIAS is big hollywood only la. must say smething to show  they are n retail investors side. So that David can continue to enjoy his big fat salary.

Calmroom      ( Date: 15-Jul-2021 17:42) Posted:

Wonder how far Sias can escalate this matter.

Possible for the rights price to get amended?

Or for part of the money to be raised by other means
such as sustainability-linked financial facilities?

Calmroom      ( Date: 15-Jul-2021 17:23) Posted:

" Sias questions Sembmarine' s latest proposed $S1.5b rights issue"
Can read this BT article just released today.  smiley
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Calmroom
Master
15-Jul-2021 17:42     
 
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 Alert Admin 		Wonder how far Sias can escalate this matter.

Possible for the rights price to get amended?

Or for part of the money to be raised by other means
such as sustainability-linked financial facilities?

Calmroom      ( Date: 15-Jul-2021 17:23) Posted:

" Sias questions Sembmarine' s latest proposed $S1.5b rights issue"
Can read this BT article just released today.  smiley
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Calmroom
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15-Jul-2021 17:23     
 
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 Alert Admin 		" Sias questions Sembmarine' s latest proposed $S1.5b rights issue"
Can read this BT article just released today.  smiley
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Yatsa13
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15-Jul-2021 16:55     
 
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 Alert Admin 		I came in later. can hold. 
the buying are bite size, probably retail investors are coming in. heard a few gurus are getting their students to buy.
vol is rather low, let those need to sell, sell lorry so we can pick some

Checkerman      ( Date: 15-Jul-2021 16:19) Posted:

from 19.1ct to 11.9ct in less than 1 month

Yatsa13      ( Date: 15-Jul-2021 16:11) Posted:

hahaha ... anyway when it is depressed enough. those who need to go lah. cannot help them.
those who just came in like me, just hold till next 2022. happy national day everyone

 
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TigerPlay
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15-Jul-2021 16:48     
 
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 Alert Admin 		is try to crush the 11.8cts wall too. anyway, we just let it be lor...wat to do....we are not the BB who make decision, oredy dead if still shot us a few more bullets make no difference lor
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Checkerman
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15-Jul-2021 16:19     
 
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 Alert Admin 		from 19.1ct to 11.9ct in less than 1 month

Yatsa13      ( Date: 15-Jul-2021 16:11) Posted:

hahaha ... anyway when it is depressed enough. those who need to go lah. cannot help them.
those who just came in like me, just hold till next 2022. happy national day everyone

 

Yatsa13      ( Date: 15-Jul-2021 13:56) Posted:

Singapore' s offshore and marine sector has long been a pillar of the city state' s economic progress and transformation. Having weathered a downturn amid depressed oil prices since 2014/2015, the sector has made big moves as it pivots to tap opportunities in the booming offshore renewables and green energy space. 


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Yatsa13
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15-Jul-2021 16:11     
 
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 Alert Admin 		hahaha ... anyway when it is depressed enough. those who need to go lah. cannot help them.
those who just came in like me, just hold till next 2022. happy national day everyone

 

Yatsa13      ( Date: 15-Jul-2021 13:56) Posted:

Singapore' s offshore and marine sector has long been a pillar of the city state' s economic progress and transformation. Having weathered a downturn amid depressed oil prices since 2014/2015, the sector has made big moves as it pivots to tap opportunities in the booming offshore renewables and green energy space. 

Yatsa13      ( Date: 14-Jul-2021 22:51) Posted:

Temasek' s S$13b funding of leading Singapore corporates aligned with its long-term horizon: analysts

https://www.businesstimes.com.sg/government-economy/temaseks-s13b-rescue-of-leading-singapore-corporates-aligned-with-its-long-term

SINGAPORE' s Temasek Holdings has ploughed at least S$13 billion since last year - and is set to spend more - into sector bigwigs from the national airline to an agri-food giant, a shipping line and offshore and marine firm, most of which involves funding to save these pandemic-roiled businesses.

While a majority of Temasek' s investments were in the form of cash calls or rights issues that were meant to bolster the capital base of these hard-hit firms, they were in large part also strategic and opportunistic moves that were aligned with the state-owned investor' s long-term investment horizon.

A common thread stands out in the recent moves by Temasek to throw its financial heft behind some of these firms, said Associate Professor Lawrence Loh from the National University of Singapore Business School. " These companies seem to be in strategic sectors that are critical to Singapore."

The aviation sector, for one, is a major contributor to the economy. Data from the International Air Transport Association showed that the air transport industry, including airlines, its supply chain and spending by foreign tourists, accounted for nearly 12 per cent of Singapore' s gross domestic product (GDP) during pre-pandemic times.

Singapore' s offshore and marine sector has long been a pillar of the city state' s economic progress and transformation. Having weathered a downturn amid depressed oil prices since 2014/2015, the sector has made big moves as it pivots to tap opportunities in the booming offshore renewables and green energy space.

Noteworthy is that Temasek owns majority stakes in some of these firms. For that reason too, Justin Tang, research head for Asia at United First Partners, deemed Temasek' s backing as " nothing out of the ordinary" , more so as some of these firms were at " ground zero" of the pandemic and faced the possibility of becoming insolvent.

Singapore Airlines (SIA), in which Temasek has a stake of about 55 per cent, faced severe liquidity issues in March last year as countries scrambled to contain the spread of Covid-19 and shut their borders. In fact, the national carrier has received the bulk or some S$12 billion of the state investor' s rescue monies to weather the tough climate as a result of Temasek' s move to backstop the airline' s rights issues. Apart from being better capitalised, the rescue package puts the carrier on a strong footing to tap opportunities amid the crisis, including fresh acquisitions.

Terence Chua, senior analyst at Phillip Securities Research, said the restructuring among Temasek' s portfolio companies, which has picked up pace this year and was largely hastened by the pandemic, indicates a clear intent to position the firms to " better compete on the global stage" . Such investments could potentially allow Temasek to ride the upturn when the economic environment improves, he said.

One example is the Temasek-backed demerger of Sembcorp Industries and Sembcorp Marine (Sembmarine) last year. Temasek had agreed to support a S$2.1 billion rights issue by Sembmarine, by sub-underwriting S$600 million of the rights issue. The move to deconsolidate the conglomerate resulted in the creation of more focused units to create shareholder value, said Mr Chua.

In the case of agri-food firm Olam International, Temasek' s underwriting of its rights issue to finance the acquisition of US spice maker Olde Thompson likely comes from the position of a controlling shareholder who " saw value and wanted to minimise dilution" , said Mr Tang.

Such deals are largely led by commercial sense. " Temasek is not a charity in its investments - it cannot and should not be one," said Prof Loh, adding that there must be some expected contributions to its portfolio, particularly in the returns and adherence to the strict discipline of good portfolio management.

Its track record over the past year may be a good indication of that. In August last year, the state investment firm pulled the plug on its partial bid for control over Keppel Corp after the conglomerate posted staggering quarterly losses owing to impairments and breached a pre-condition for the offer.

" The current challenges faced by the rescued companies must be short term and there has to be a real possibility that they can ride out the storm," said Prof Loh.

Nirgunan Tiruchelvam, head of consumer sector equity research at Tellimer, opined that by financially backing these firms, it allows Temasek to receive a stake at a discount to their perceived fair value.

It has to do with what Temasek feels would be the best return for its investment, he said, adding that the investor probably has a strategic view on various sectors, and in the case of Olam, agricultural commodities. Recall, back in 2014, Temasek threw its weight behind Olam and launched a S$2.5 billion bid for the agri-commodities trader amid financial strain and attacks by short sellers.

Mr Tang added: " There are many corporate manoeuvers that a large asset manager can utilise to manage their portfolio. What Temasek has chosen probably suits its time horizon, investment mandates and asset allocation requirements. Temasek' s long term horizon means that it can sit out market fluctuations for the eventual recovery and enjoy the fruits of its distressed investing."


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Calmroom
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15-Jul-2021 16:10     
 
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 Alert Admin 		Quote:
" Based on the information available, the Group has more visibility
of the likely cost increases to complete the Group' s ongoing projects
in FY2021 and FY2022. The Group will be making full provisions
for these increased costs in the 1H2021 financial results."

Means they are going to squeeze in whole year 2022  likely cost increases
into only 6 months of 2021 results before 2022 is even here.
And these cost increases are only likely, not confirmed.

Of course upcoming results will seem very ugly and scary.

Imagine if they throw in FY2023 likely cost increases too! Lol

TigerPlay      ( Date: 15-Jul-2021 15:44) Posted:

Yes, correct this is what i noticed. things are portrayed to be beyond hope, shoot you with right, then the merger need money, then they purposely do a full year or 18 mths provision or something to make the loses a huge one in the coming report. What the agenda? to frighten you to give up and sell at a huge loses and run road.  i m not too sure what this whole plot is about leh

Speediman      ( Date: 15-Jul-2021 15:37) Posted:

SCM is trying to throw everything to the kitchen and make it look as bad as it can. This is going to be an ugly 1H, made purposely by the big boys to force small players to give up. Small players should instead gather to vote against any merger with KC. Merging with KC is worse than bankrupt. Why so, we are paying money to buy junk assets which SCM have plenty. If KC gives to SCm for free, then its ok. If it cost SCM any money to buy junk, its absolutely crazy. Vote against Merger! 


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TigerPlay
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15-Jul-2021 15:44     
 
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 Alert Admin 		Yes, correct this is what i noticed. things are portrayed to be beyond hope, shoot you with right, then the merger need money, then they purposely do a full year or 18 mths provision or something to make the loses a huge one in the coming report. What the agenda? to frighten you to give up and sell at a huge loses and run road.  i m not too sure what this whole plot is about leh

Speediman      ( Date: 15-Jul-2021 15:37) Posted:

SCM is trying to throw everything to the kitchen and make it look as bad as it can. This is going to be an ugly 1H, made purposely by the big boys to force small players to give up. Small players should instead gather to vote against any merger with KC. Merging with KC is worse than bankrupt. Why so, we are paying money to buy junk assets which SCM have plenty. If KC gives to SCm for free, then its ok. If it cost SCM any money to buy junk, its absolutely crazy. Vote against Merger! 

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boyboy61
Supreme
15-Jul-2021 15:40     
 
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    Trade with transaction value more than $100K
Time Price Trade Size Action
15:40:22 0.118 26500 Sold to Buyer
15:40:01 0.118 200 Sold to Buyer
15:39:06 0.119 800 Bought from Seller
15:38:35 0.118 100 Sold to Buyer
15:38:19 0.119 500 Bought from Seller
15:37:10 0.118 200 Sold to Buyer
15:36:46 0.118 600 Sold to Buyer
15:36:28 0.119 600 Bought from Seller
15:36:15 0.118 1100 Sold to Buyer
15:36:10 0.118 18000 Sold to Buyer
15:35:52 0.119 2700 Bought from Seller
15:35:30 0.118 500 Sold to Buyer
15:35:23 0.119 1800 Bought from Seller
15:35:22 0.118 100 Sold to Buyer
15:35:02 0.118 8000 Sold to Buyer
15:34:02 0.118 100 Sold to Buyer
15:33:57 0.118 100 Sold to Buyer
15:33:49 0.119 100 Bought from Seller
15:31:21 0.118 500 Sold to Buyer
15:31:17 0.119 800 Bought from Seller
15:30:53 0.119 10000 Bought from Seller
15:30:09 0.118 600 Sold to Buyer
15:29:58 0.118 100 Sold to Buyer
15:29:52 0.119 10000 Bought from Seller
15:29:05 0.118 1000 Sold to Buyer
15:28:44 0.118 10000 Sold to Buyer
15:28:38 0.119 10000 Bought from Seller
15:28:06 0.118 200 Sold to Buyer
15:28:04 0.119 2700 Bought from Seller
15:27:40 0.119 1800 Bought from Seller
15:26:36 0.118 600 Sold to Buyer
15:26:30 0.119 10000 Bought from Seller
15:25:32 0.118 500 Sold to Buyer
15:25:20 0.119 10000 Bought from Seller
15:24:29 0.118 2600 Sold to Buyer
15:24:24 0.119 50000 Bought from Seller
15:24:11 0.118 1100 Sold to Buyer
15:24:10 0.118 19900 Sold to Buyer
15:24:08 0.119 100 Bought from Seller
15:24:01 0.119 100 Bought from Seller
15:23:54 0.118 3700 Sold to Buyer
15:23:40 0.119 800 Bought from Seller


boyboy61      ( Date: 15-Jul-2021 15:32) Posted:

There is program selling at 0.118.  Noticed that once 0.119 is done, selling at 0.118 is also done......distribution
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