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ckmpd1 Supreme	22-Oct-2022 16:24        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	good point aragosta      ( Date: 22-Oct-2022 11:45) Posted: --- Post Removed by User ---
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ckmpd1 Supreme	22-Oct-2022 16:19        ckmpd1 About Contact  Quote this Post!
x 1   x 1  Alert Admin	We can see that these SCM forumners have no sense how to manage their investments.  They are easily influenced by rhetoric, are emotional and not logical.  If TH, KC, SCM Mgtms and independent advisers can publicly say that the terms are fair and equitable, who is any minority SH to say that he knows better and accuse all they professional people as unfair and wrong? Adrianinsing      ( Date: 22-Oct-2022 16:07) Posted: You are 100% correct SCM shareholders were saying the exact same thing back then It is a pattern We all know what happened then Keppel rallied like crazy and SCM plunged the other way ckmpd1      ( Date: 22-Oct-2022 16:00) Posted: I recall the same happening to SCM shareholders before RI 2021 in june.  Some SCM forumners were very bullish and shouting SCM reaching 30c, 40c, $1 and projecting that TH' s MGO will be 16c,  Those were the same people whom you are mixing with now.  they have no credibility.  One of them kept posting his daily purchase of 40,000 SCM shares at 30c.    some sane forumners predicted that SCM will drop below rights price of 8c and TH MGO will be 8c. Many of us sold our SCM shares before the rights issue at 19c, 16c, etc.    When RI was over, SCM dropped to 7.8c and MGO was 8c. The sane forumners were right.  Those bullish SCM SHs were devastated.  Have they learnt thier lessons last yr?  Apparently not.  they are gambling on emotions, hoping that a failed merger will result in another offerwith better gterms.  Dream on.  TH, KC, SCK, MS and CS have already said the terms are fair.  So take it or leave it. It wont be much longer.  We will know the result in a matter of two months.
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ckmpd1 Supreme	22-Oct-2022 16:08        ckmpd1 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Why are you so  insecure if you are so sure?  You have to resort to post on KC thread to justify your belief.  Look at KC winners here.  We are sure and secure.  We dont go to SCM thread to justify our beliefs. No need to post here.  Just enjoy yourself and wait for the EGM results PL1968      ( Date: 22-Oct-2022 15:44) Posted: Sharing this again. If someone refuse to see the change, is just like ostrich bury head in sand A few months ago, SCM was in very poor situation without much order book and a lot of uncertainty in cash collection from customer. That was why SCM management had no much choice but to take the unfair merger terms.  Currently, SCM is standing at its turning point! SCM is standing at      7B plus Order Book  right now and      2-3B Cash by year end.      Furthermore, last few years, SCM have been building up technology and infrastructure capacity to prepare for new energy projects, they have been doing works with safety and sustainable manner. With all these, more and more orders flooding in. So SCM no longer has reason to merger with KOM with UNFAIR terms to dilute itself.  Currently SCM price is being pressed down due to merger overhang, it is      fair price shall be 2-3 times of book value, which is $0.25-0.37 As such merger is likely voted down! Given the above and you may probably noticed that SCM price is going up gradually recently, as    it is really make sense for BB to collect enough SCM to vote merger down to realize its fair price of $0.25-0.37 for profit.  So for KC shareholders, if they are smart, shall sell KC and buy SCM. As current KC price already partial priced in merger, once merger voted down, KC will drop dramatically. Instead, SCM will shot up to sky high.  ckmpd1      ( Date: 22-Oct-2022 15:25) Posted: Regardless what some SCM minority SHs say or do, the institutions and major SHs know that SCM will die when it goes independent,  KC, with or without KOM will strive and prosper.
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Adrianinsing Elite	22-Oct-2022 16:07        Adrianinsing About Contact  Quote this Post!
x 1   x 0  Alert Admin	You are 100% correct SCM shareholders were saying the exact same thing back then It is a pattern We all know what happened then Keppel rallied like crazy and SCM plunged the other way ckmpd1      ( Date: 22-Oct-2022 16:00) Posted: I recall the same happening to SCM shareholders before RI 2021 in june.  Some SCM forumners were very bullish and shouting SCM reaching 30c, 40c, $1 and projecting that TH' s MGO will be 16c,  Those were the same people whom you are mixing with now.  they have no credibility.  One of them kept posting his daily purchase of 40,000 SCM shares at 30c.    some sane forumners predicted that SCM will drop below rights price of 8c and TH MGO will be 8c. Many of us sold our SCM shares before the rights issue at 19c, 16c, etc.    When RI was over, SCM dropped to 7.8c and MGO was 8c. The sane forumners were right.  Those bullish SCM SHs were devastated.  Have they learnt thier lessons last yr?  Apparently not.  they are gambling on emotions, hoping that a failed merger will result in another offerwith better gterms.  Dream on.  TH, KC, SCK, MS and CS have already said the terms are fair.  So take it or leave it. It wont be much longer.  We will know the result in a matter of two months.   PL1968      ( Date: 22-Oct-2022 15:44) Posted: Sharing this again. If someone refuse to see the change, is just like ostrich bury head in sand A few months ago, SCM was in very poor situation without much order book and a lot of uncertainty in cash collection from customer. That was why SCM management had no much choice but to take the unfair merger terms.  Currently, SCM is standing at its turning point! SCM is standing at      7B plus Order Book  right now and      2-3B Cash by year end.      Furthermore, last few years, SCM have been building up technology and infrastructure capacity to prepare for new energy projects, they have been doing works with safety and sustainable manner. With all these, more and more orders flooding in. So SCM no longer has reason to merger with KOM with UNFAIR terms to dilute itself.  Currently SCM price is being pressed down due to merger overhang, it is      fair price shall be 2-3 times of book value, which is $0.25-0.37 As such merger is likely voted down! Given the above and you may probably noticed that SCM price is going up gradually recently, as    it is really make sense for BB to collect enough SCM to vote merger down to realize its fair price of $0.25-0.37 for profit.  So for KC shareholders, if they are smart, shall sell KC and buy SCM. As current KC price already partial priced in merger, once merger voted down, KC will drop dramatically. Instead, SCM will shot up to sky high.
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ckmpd1 Supreme	22-Oct-2022 16:00        ckmpd1 About Contact  Quote this Post!
x 1   x 0  Alert Admin	I recall the same happening to SCM shareholders before RI 2021 in june.  Some SCM forumners were very bullish and shouting SCM reaching 30c, 40c, $1 and projecting that TH' s MGO will be 16c,  Those were the same people whom you are mixing with now.  they have no credibility.  One of them kept posting his daily purchase of 40,000 SCM shares at 30c.    some sane forumners predicted that SCM will drop below rights price of 8c and TH MGO will be 8c. Many of us sold our SCM shares before the rights issue at 19c, 16c, etc.    When RI was over, SCM dropped to 7.8c and MGO was 8c. The sane forumners were right.  Those bullish SCM SHs were devastated.  Have they learnt thier lessons last yr?  Apparently not.  they are gambling on emotions, hoping that a failed merger will result in another offerwith better gterms.  Dream on.  TH, KC, SCK, MS and CS have already said the terms are fair.  So take it or leave it. It wont be much longer.  We will know the result in a matter of two months.   PL1968      ( Date: 22-Oct-2022 15:44) Posted: Sharing this again. If someone refuse to see the change, is just like ostrich bury head in sand A few months ago, SCM was in very poor situation without much order book and a lot of uncertainty in cash collection from customer. That was why SCM management had no much choice but to take the unfair merger terms.  Currently, SCM is standing at its turning point! SCM is standing at      7B plus Order Book  right now and      2-3B Cash by year end.      Furthermore, last few years, SCM have been building up technology and infrastructure capacity to prepare for new energy projects, they have been doing works with safety and sustainable manner. With all these, more and more orders flooding in. So SCM no longer has reason to merger with KOM with UNFAIR terms to dilute itself.  Currently SCM price is being pressed down due to merger overhang, it is      fair price shall be 2-3 times of book value, which is $0.25-0.37 As such merger is likely voted down! Given the above and you may probably noticed that SCM price is going up gradually recently, as    it is really make sense for BB to collect enough SCM to vote merger down to realize its fair price of $0.25-0.37 for profit.  So for KC shareholders, if they are smart, shall sell KC and buy SCM. As current KC price already partial priced in merger, once merger voted down, KC will drop dramatically. Instead, SCM will shot up to sky high.  ckmpd1      ( Date: 22-Oct-2022 15:25) Posted: Regardless what some SCM minority SHs say or do, the institutions and major SHs know that SCM will die when it goes independent,  KC, with or without KOM will strive and prosper.
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PL1968 Senior	22-Oct-2022 15:44        PL1968 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Sharing this again. If someone refuse to see the change, is just like ostrich bury head in sand A few months ago, SCM was in very poor situation without much order book and a lot of uncertainty in cash collection from customer. That was why SCM management had no much choice but to take the unfair merger terms.  Currently, SCM is standing at its turning point! SCM is standing at      7B plus Order Book  right now and      2-3B Cash by year end.      Furthermore, last few years, SCM have been building up technology and infrastructure capacity to prepare for new energy projects, they have been doing works with safety and sustainable manner. With all these, more and more orders flooding in. So SCM no longer has reason to merger with KOM with UNFAIR terms to dilute itself.  Currently SCM price is being pressed down due to merger overhang, it is      fair price shall be 2-3 times of book value, which is $0.25-0.37 As such merger is likely voted down! Given the above and you may probably noticed that SCM price is going up gradually recently, as    it is really make sense for BB to collect enough SCM to vote merger down to realize its fair price of $0.25-0.37 for profit.  So for KC shareholders, if they are smart, shall sell KC and buy SCM. As current KC price already partial priced in merger, once merger voted down, KC will drop dramatically. Instead, SCM will shot up to sky high.  ckmpd1      ( Date: 22-Oct-2022 15:25) Posted: Regardless what some SCM minority SHs say or do, the institutions and major SHs know that SCM will die when it goes independent,  KC, with or without KOM will strive and prosper.   PL1968      ( Date: 22-Oct-2022 14:15) Posted: You see Ahbui8 already said, he will vote NO though he bought some KC.  I believe Anbui8 already seen something what I seen. Anyway, just sharing my view, it may benefit to someone think deep to prepare for the case merger fail
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ckmpd1 Supreme	22-Oct-2022 15:25        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Regardless what some SCM minority SHs say or do, the institutions and major SHs know that SCM will die when it goes independent,  KC, with or without KOM will strive and prosper.   PL1968      ( Date: 22-Oct-2022 14:15) Posted: You see Ahbui8 already said, he will vote NO though he bought some KC.  I believe Anbui8 already seen something what I seen. Anyway, just sharing my view, it may benefit to someone think deep to prepare for the case merger fail
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singsong Member	22-Oct-2022 14:22        singsong About Contact  Quote this Post!
x 1   x 0  Alert Admin	Relentless price drop not a good sign of things to come ckmpd1      ( Date: 22-Oct-2022 14:03) Posted: $6.54 is likely to be the last opportunity to load KC at a bargain price.  From 27 Oct onwards, it is likely to be string of good news aragosta      ( Date: 22-Oct-2022 11:45) Posted: --- Post Removed by User ---
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PL1968 Senior	22-Oct-2022 14:21        PL1968 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Hi Vicloo, you are right a few months ago, please do take note i mentioned from beginning: " A few months ago, SCM was in very poor situation without much order book and a lot of uncertainty in cash collection from customer. That was why SCM management had no much choice but to take the unfair merger terms. " Situation has changed. If someone could adopt the change, may benefit from getting prepare in case of merger fail vicloo      ( Date: 22-Oct-2022 11:39) Posted: In the same period 1H22 KOM made 94M. "Keppel O&M was profitable in first half 2022. Op Co, which will travel across to merge with the new Combined Entity, minus the legacy rigs and the out-of-scope businesses, made a net profit of S$94 million in the first half of 2022. Preparations to complete the proposed O&M transactions are progressing well. Anti-trust filings have been lodged in different markets and we are hopeful that approvals will be obtained within our expected timeline. Both Keppel and Sembcorp Marine are also concurrently working on submitting the relevant applications to SGX for the respective shareholder meetings to approve the proposed combination." https://seekingalpha.com/article/4527903-keppel-corporation-kpelf-ceo-loh-chin-hua-on-q2-2022-results-earnings-call-transcript vicloo      ( Date: 22-Oct-2022 11:18) Posted: If merger fails I don't think scm will go up, 1H22, SCM net loss 143mil. Where KOM in profit, in fact KOM do this just to fulfill TH vision. https://www.sembmarine.com/investor-relations/financial-results-and-business-update
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PL1968 Senior	22-Oct-2022 14:15        PL1968 About Contact  Quote this Post!
x 0   x 1  Alert Admin	You see Ahbui8 already said, he will vote NO though he bought some KC.  I believe Anbui8 already seen something what I seen. Anyway, just sharing my view, it may benefit to someone think deep to prepare for the case merger fail
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ckmpd1 Supreme	22-Oct-2022 14:03        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	$6.54 is likely to be the last opportunity to load KC at a bargain price.  From 27 Oct onwards, it is likely to be string of good news aragosta      ( Date: 22-Oct-2022 11:45) Posted: --- Post Removed by User ---
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vicloo Supreme	22-Oct-2022 11:39        vicloo About Contact  Quote this Post!
x 1   x 0  Alert Admin	In the same period 1H22 KOM made 94M. "Keppel O&M was profitable in first half 2022. Op Co, which will travel across to merge with the new Combined Entity, minus the legacy rigs and the out-of-scope businesses, made a net profit of S$94 million in the first half of 2022. Preparations to complete the proposed O&M transactions are progressing well. Anti-trust filings have been lodged in different markets and we are hopeful that approvals will be obtained within our expected timeline. Both Keppel and Sembcorp Marine are also concurrently working on submitting the relevant applications to SGX for the respective shareholder meetings to approve the proposed combination." https://seekingalpha.com/article/4527903-keppel-corporation-kpelf-ceo-loh-chin-hua-on-q2-2022-results-earnings-call-transcript vicloo      ( Date: 22-Oct-2022 11:18) Posted: If merger fails I don't think scm will go up, 1H22, SCM net loss 143mil. Where KOM in profit, in fact KOM do this just to fulfill TH vision. https://www.sembmarine.com/investor-relations/financial-results-and-business-updates PL1968      ( Date: 22-Oct-2022 09:00) Posted: I ever had the same thinking as Ahbui8 to buy some more KC to hedge again merger. But I realize later that I need to buy KC for about 2.5 times value of my SCM holding so that my holding of SCM share won& rsquo t be diluted if merger happen. So in this case, I only maintain the same percentage of my SCM share or break even. What if the merger fail? My SCM may be double or more, but my 2.5 times KC may go down 30% as KC price already partially priced in merger, so overall about break even or gain slightly. That is like wasted the opportunity! As SCM price is being pressed down currently with merger overhang, so if merger being voted down, SCM price highly potential for 2-3 times grow given its turning around situation with $2-3B rich cash flow, $7B+ order books and good quality orders flooding in continuously. As such, logically chance of merger fail is much higher than pass! So obviously bet one sided to SCM is much wiser choice. Those only hold SCM, sure make sense to vote down merger Those hold KC but value less than 2.5 times of SCM, will also vote down merger, like Ahbui8 Those hold KC value more than 2.5 times of SCM, may vote yes. But this group of people may eventually sell KC buy SCM to benefit from SCM& rsquo s 2-3 times of price gain once merger vote down. Just sharing my thoughts, hope useful to you
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vicloo Supreme	22-Oct-2022 11:18        vicloo About Contact  Quote this Post!
x 1   x 0  Alert Admin	If merger fails I don't think scm will go up, 1H22, SCM net loss 143mil. Where KOM in profit, in fact KOM do this just to fulfill TH vision. https://www.sembmarine.com/investor-relations/financial-results-and-business-updates PL1968      ( Date: 22-Oct-2022 09:00) Posted: I ever had the same thinking as Ahbui8 to buy some more KC to hedge again merger. But I realize later that I need to buy KC for about 2.5 times value of my SCM holding so that my holding of SCM share won& rsquo t be diluted if merger happen. So in this case, I only maintain the same percentage of my SCM share or break even. What if the merger fail? My SCM may be double or more, but my 2.5 times KC may go down 30% as KC price already partially priced in merger, so overall about break even or gain slightly. That is like wasted the opportunity! As SCM price is being pressed down currently with merger overhang, so if merger being voted down, SCM price highly potential for 2-3 times grow given its turning around situation with $2-3B rich cash flow, $7B+ order books and good quality orders flooding in continuously. As such, logically chance of merger fail is much higher than pass! So obviously bet one sided to SCM is much wiser choice. Those only hold SCM, sure make sense to vote down merger Those hold KC but value less than 2.5 times of SCM, will also vote down merger, like Ahbui8 Those hold KC value more than 2.5 times of SCM, may vote yes. But this group of people may eventually sell KC buy SCM to benefit from SCM& rsquo s 2-3 times of price gain once merger vote down. Just sharing my thoughts, hope useful to you PL1968      ( Date: 21-Oct-2022 17:21) Posted: A few months ago, SCM was in very poor situation without much order book and a lot of uncertainty in cash collection from customer. That was why SCM management had no much choice but to take the unfair merger terms.  Currently, SCM is standing at its turning point! SCM is standing at    7B plus Order Book  right now and    2-3B Cash by year end.    Furthermore, last few years, SCM have been building up technology and infrastructure capacity to prepare for new energy projects, they have been doing works with safety and sustainable manner. With all these, more and more orders flooding in. So SCM no longer has reason to merger with KOM with UNFAIR terms to dilute itself.  Currently SCM price is being pressed down due to merger overhang, it is    fair price shall be 2-3 times of book value, which is $0.25-0.37 As such merger is likely voted down! Given the above and you may probably noticed that SCM price is going up gradually recently, as  it is really make sense for BB to collect enough SCM to vote merger down to realize its fair price of $0.25-0.37 for profit.  So for KC shareholders, if they are smart, shall sell KC and buy SCM. As current KC price already partial priced in merger, once merger voted down, KC will drop dramatically. Instead, SCM will shot up to sky high.
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PL1968 Senior	22-Oct-2022 09:00        PL1968 About Contact  Quote this Post!
x 0   x 1  Alert Admin	I ever had the same thinking as Ahbui8 to buy some more KC to hedge again merger. But I realize later that I need to buy KC for about 2.5 times value of my SCM holding so that my holding of SCM share won& rsquo t be diluted if merger happen. So in this case, I only maintain the same percentage of my SCM share or break even. What if the merger fail? My SCM may be double or more, but my 2.5 times KC may go down 30% as KC price already partially priced in merger, so overall about break even or gain slightly. That is like wasted the opportunity! As SCM price is being pressed down currently with merger overhang, so if merger being voted down, SCM price highly potential for 2-3 times grow given its turning around situation with $2-3B rich cash flow, $7B+ order books and good quality orders flooding in continuously. As such, logically chance of merger fail is much higher than pass! So obviously bet one sided to SCM is much wiser choice. Those only hold SCM, sure make sense to vote down merger Those hold KC but value less than 2.5 times of SCM, will also vote down merger, like Ahbui8 Those hold KC value more than 2.5 times of SCM, may vote yes. But this group of people may eventually sell KC buy SCM to benefit from SCM& rsquo s 2-3 times of price gain once merger vote down. Just sharing my thoughts, hope useful to you PL1968      ( Date: 21-Oct-2022 17:21) Posted: A few months ago, SCM was in very poor situation without much order book and a lot of uncertainty in cash collection from customer. That was why SCM management had no much choice but to take the unfair merger terms.  Currently, SCM is standing at its turning point! SCM is standing at    7B plus Order Book  right now and    2-3B Cash by year end.    Furthermore, last few years, SCM have been building up technology and infrastructure capacity to prepare for new energy projects, they have been doing works with safety and sustainable manner. With all these, more and more orders flooding in. So SCM no longer has reason to merger with KOM with UNFAIR terms to dilute itself.  Currently SCM price is being pressed down due to merger overhang, it is    fair price shall be 2-3 times of book value, which is $0.25-0.37 As such merger is likely voted down! Given the above and you may probably noticed that SCM price is going up gradually recently, as  it is really make sense for BB to collect enough SCM to vote merger down to realize its fair price of $0.25-0.37 for profit.  So for KC shareholders, if they are smart, shall sell KC and buy SCM. As current KC price already partial priced in merger, once merger voted down, KC will drop dramatically. Instead, SCM will shot up to sky high.
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Adrianinsing Elite	22-Oct-2022 00:18        Adrianinsing About Contact  Quote this Post!
x 1   x 1  Alert Admin	SCM will get voted through Keppel will rally strongly after SCM voted through
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PL1968 Senior	21-Oct-2022 17:21        PL1968 About Contact  Quote this Post!
x 1   x 1  Alert Admin	A few months ago, SCM was in very poor situation without much order book and a lot of uncertainty in cash collection from customer. That was why SCM management had no much choice but to take the unfair merger terms.  Currently, SCM is standing at its turning point! SCM is standing at    7B plus Order Book  right now and    2-3B Cash by year end.    Furthermore, last few years, SCM have been building up technology and infrastructure capacity to prepare for new energy projects, they have been doing works with safety and sustainable manner. With all these, more and more orders flooding in. So SCM no longer has reason to merger with KOM with UNFAIR terms to dilute itself.  Currently SCM price is being pressed down due to merger overhang, it is    fair price shall be 2-3 times of book value, which is $0.25-0.37 As such merger is likely voted down! Given the above and you may probably noticed that SCM price is going up gradually recently, as  it is really make sense for BB to collect enough SCM to vote merger down to realize its fair price of $0.25-0.37 for profit.  So for KC shareholders, if they are smart, shall sell KC and buy SCM. As current KC price already partial priced in merger, once merger voted down, KC will drop dramatically. Instead, SCM will shot up to sky high.
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Ling9345 Master	21-Oct-2022 17:09        Ling9345 About Contact  Quote this Post!
x 0   x 0  Alert Admin	$6 u also no ball to buy,so keep your two ball fist,dont drop,if not become no ball Hahaha 😂 😆 😂 😆 😂
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share456 Senior	21-Oct-2022 17:06        share456 About Contact  Quote this Post!
x 0   x 0  Alert Admin	hopefully, next week, keppel can hit $6.40 !
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share456 Senior	21-Oct-2022 14:50        share456 About Contact  Quote this Post!
x 0   x 0  Alert Admin	$6.55 already hope to hit 6.50 today
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share456 Senior	20-Oct-2022 19:10        share456 About Contact  Quote this Post!
x 1   x 1  Alert Admin	hopefully, tomorrow, keppel can hit $6.50
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