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SEMBMARINE - A NEW CHAPTER - DEMERGED

ADS2200
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15-Sep-2020 17:50     
 
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 Alert Admin 		thanks to temasek 

ADS2200      ( Date: 15-Sep-2020 17:20) Posted:

How Temasek unlocked value at Sembcorp
Temasek' s efforts to support its Singapore-listed holdings in the face of Covid-19 could enliven the local market



WHEN Temasek Holdings reports its annual performance, it isn' t its total return or the views of its top executives about the global economy that I find most interesting.

Instead, it is the seemingly unending list of up-and-coming companies around the world in which Temasek has invested that really arouses my curiosity.

The names of these companies are reeled off in Temasek' s press releases almost in passing. Yet, many of them are involved in very exciting segments of the technology and life sciences fields, and have fascinating stories of their own.

Among the companies mentioned in Temasek' s latest annual review last week was Beam Therapeutics, a small biotechnology company that is developing precision genetic medicines. Another was Duck Creek Technologies, a software provider to insurers, which had a roaring debut on Nasdaq last month.
Then, there was BenevolentAI, a UK-based company that uses artificial intelligence to discover and develop new medicines. Temasek reportedly invested in the company in 2019 on terms that valued it at about US$1 billion. Benevo-lentAI had been valued at as much as US$2 billion during a fund raising in 2018.

Interestingly, this steep mark down in BenevolentAI' s valuation is said to have helped sink the fund management business of star money manager Neil Woodford last year.

Yet, in the face of the Covid-19 turmoil, Temasek' s moves in its home market have suddenly become very exciting too. While the companies involved are hardly on the cutting edge of technology, Temasek' s efforts to support them, and unlock value, is no less inspiring for investors.

 
 


danger      ( Date: 15-Sep-2020 14:00) Posted:

Who got this story from businsstimes ??
 

How Temasek unlocked value at Sembcorp

Temasek' s efforts to support its Singapore-listed holdings in the face of Covid-19 could enliven the local market
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Battle123
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15-Sep-2020 17:36     
 
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 Alert Admin 		So far not bad

More buyer coming



Battle123      ( Date: 15-Sep-2020 15:47) Posted:

ok supporting

hope the seller getting lesser and more buyer in

keep watch

 

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ADS2200
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15-Sep-2020 17:35     
 
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Under the deal, SMM raised some S$2.1 billion through a 5-for-1 rights issue of new shares priced at S$0.20 each. SCI and SMM then de-merged, through a distribution in-specie of SCI' s stake in the recapitalised SMM.

Only 90.2 per cent of the more than 10.46 billion SMM rights shares were taken up though. This included the maximum 7.5 billion SMM rights shares that SCI had undertaken to buy.

Even though SCI owns 61 per cent of SMM, it had agreed to take up as much as 72 per cent of the rights issue. SCI is paying for these rights shares by offsetting a S$1.5 billion subordinated loan it extended to SMM last year.

The unsubscribed 9.8 per cent of SMM rights issue - totalling nearly 1.03 billion shares - went to Temasek, under a sub-underwriting deal. This would have cost Temasek almost S$205.7 million.

danger, if about 700 million shares sold todate. temasek and all the major shareholders, what is floating in the market could be  9.8 per cent of SMM rights issue - totalling nearly 1.03 billion shares.  it is possible in the next fews days, scm could reach the threshold with less than 300 million shares.
todays' s volume has come down by half significantly and the closely price edge up another one notch. interesting 

if tomorrow again reduce by half, scm will drop from no 1 top volume. imho

danger      ( Date: 15-Sep-2020 14:56) Posted:

SO FAR I THINK AROUND 600 MILLION SHARES SOLD SINCE LAST WEEK

ADS2200      ( Date: 15-Sep-2020 14:05) Posted:



SMM has a significantly strengthened balance sheet after its rights issue. On a pro forma basis, its net gearing would have been cut from 1.82 times to 0.45 times. That would enable SMM to better execute its existing projects, compete for more high-value work, and pursue merger and acquisition opportunities.

SMM is now trading at just 53 per cent of its book value.

welcome value investors 


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ADS2200
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15-Sep-2020 17:20     
 
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How Temasek unlocked value at Sembcorp
Temasek' s efforts to support its Singapore-listed holdings in the face of Covid-19 could enliven the local market



WHEN Temasek Holdings reports its annual performance, it isn' t its total return or the views of its top executives about the global economy that I find most interesting.

Instead, it is the seemingly unending list of up-and-coming companies around the world in which Temasek has invested that really arouses my curiosity.

The names of these companies are reeled off in Temasek' s press releases almost in passing. Yet, many of them are involved in very exciting segments of the technology and life sciences fields, and have fascinating stories of their own.

Among the companies mentioned in Temasek' s latest annual review last week was Beam Therapeutics, a small biotechnology company that is developing precision genetic medicines. Another was Duck Creek Technologies, a software provider to insurers, which had a roaring debut on Nasdaq last month.
Then, there was BenevolentAI, a UK-based company that uses artificial intelligence to discover and develop new medicines. Temasek reportedly invested in the company in 2019 on terms that valued it at about US$1 billion. Benevo-lentAI had been valued at as much as US$2 billion during a fund raising in 2018.

Interestingly, this steep mark down in BenevolentAI' s valuation is said to have helped sink the fund management business of star money manager Neil Woodford last year.

Yet, in the face of the Covid-19 turmoil, Temasek' s moves in its home market have suddenly become very exciting too. While the companies involved are hardly on the cutting edge of technology, Temasek' s efforts to support them, and unlock value, is no less inspiring for investors.

 
 


danger      ( Date: 15-Sep-2020 14:00) Posted:

Who got this story from businsstimes ??
 

How Temasek unlocked value at Sembcorp

Temasek' s efforts to support its Singapore-listed holdings in the face of Covid-19 could enliven the local market
 Useful To Me  Not Useful To Me
ADS2200
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15-Sep-2020 16:00     
 
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 Alert Admin 		they are still fighting with the last breath. maybe they re preparing for their retreat.
followers chiong and the gurus get ready reverse gear
summoning all their milk strength now. if they give up the ghost, tomorrow d day
imho
value investors chiong ah
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Battle123
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15-Sep-2020 15:47     
 
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 Alert Admin 		ok supporting

hope the seller getting lesser and more buyer in

keep watch

 
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ADS2200
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15-Sep-2020 15:46     
 
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 Alert Admin 		those shortists too slow to cover will up lorry.
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ADS2200
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15-Sep-2020 15:44     
 
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 Alert Admin 		once the pressure build up and the selldown diminish, the price will shoot past 18-19c easily. 
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ADS2200
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15-Sep-2020 15:40     
 
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 Alert Admin 		danger, 600 million shares. almost reaching the bottom. temasek is holding 78.08% plus all the directors and key persons. what is left in the pool is about 10-12% plus the loan shares
past few days have been a massive accumulation.
yesterday volume was 202,117,900. mkt almost close and the volume is only 95,000,000..half of yesterday 
i think the short sellers are winding down. if continue selling .... jialat
​ it is always a matter of patience. watch and follow
imho
 
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danger
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15-Sep-2020 14:56     
 
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 Alert Admin 		SO FAR I THINK AROUND 600 MILLION SHARES SOLD SINCE LAST WEEK

ADS2200      ( Date: 15-Sep-2020 14:05) Posted:



SMM has a significantly strengthened balance sheet after its rights issue. On a pro forma basis, its net gearing would have been cut from 1.82 times to 0.45 times. That would enable SMM to better execute its existing projects, compete for more high-value work, and pursue merger and acquisition opportunities.

SMM is now trading at just 53 per cent of its book value.

welcome value investors 

Peter88      ( Date: 15-Sep-2020 11:37) Posted:

Gearing still very high , intetrtest costs are killing the company.
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ADS2200
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15-Sep-2020 14:05     
 
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SMM has a significantly strengthened balance sheet after its rights issue. On a pro forma basis, its net gearing would have been cut from 1.82 times to 0.45 times. That would enable SMM to better execute its existing projects, compete for more high-value work, and pursue merger and acquisition opportunities.

SMM is now trading at just 53 per cent of its book value.

welcome value investors 

Peter88      ( Date: 15-Sep-2020 11:37) Posted:

Gearing still very high , intetrtest costs are killing the company.
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danger
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15-Sep-2020 14:00     
 
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 Alert Admin 		Who got this story from businsstimes ??
 

How Temasek unlocked value at Sembcorp

Temasek' s efforts to support its Singapore-listed holdings in the face of Covid-19 could enliven the local market
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ADS2200
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15-Sep-2020 13:54     
 
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SembMarine bags 6 contracts worth $400m



Peter88      ( Date: 15-Sep-2020 11:34) Posted:

Be realiatic , this company will still be losing monie for many years to come , cannot pay dividend , how to he good ?
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ADS2200
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15-Sep-2020 13:52     
 
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Sembcorp Marine' s 3D printing of construction, repair parts gets quality assurance



Peter88      ( Date: 15-Sep-2020 11:37) Posted:

Gearing still very high , intetrtest costs are killing the company.
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ADS2200
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15-Sep-2020 13:49     
 
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 Alert Admin 		new chapter for scm and temasek 78.08%. with all the selling. the float is not much. after few days of selling and accumulation by value investors, it is ready to set sail soon. bon voyage 

NOTIFICATION FORM FOR DIRECTOR/CHIEF EXECUTIVE OFFICER IN RESPECT OF INTERESTS IN SECURITIES
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lailai
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15-Sep-2020 11:53     
 
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 Alert Admin 		Break 16, can pick at 15.7 this pm. Then wait to hand over to BBs at 16.7 2molo am lah.
If BBs no want, can pass to others interested, maybe at 16.5 or 16.6 also can lah.
Typical pattern of this submarine, as piloted by BBs. Just opnion.laugh

desmodeus      ( Date: 15-Sep-2020 11:35) Posted:

last stand. break 0.16 then no eyes see
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Peter88
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15-Sep-2020 11:37     
 
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 Alert Admin 		Gearing still very high , intetrtest costs are killing the company.
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halleluyah
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15-Sep-2020 11:36     
 
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 Alert Admin 		i target 15ct n blw...

desmodeus      ( Date: 15-Sep-2020 11:35) Posted:

last stand. break 0.16 then no eyes see
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dealingroom88
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15-Sep-2020 11:36     
 
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 Alert Admin 		Think thats too far ahead. Consolidation of o&g shd come first

Peter88      ( Date: 15-Sep-2020 11:34) Posted:

Be realiatic , this company will still be losing monie for many years to come , cannot pay dividend , how to he good ?
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desmodeus
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15-Sep-2020 11:35     
 
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 Alert Admin 		last stand. break 0.16 then no eyes see
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