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SEMBCORP MARINE - BAYBERRY
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Abe2021
Veteran |
18-May-2022 08:50
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Siewmai, the day has finally arrived. Did you bring along char siew bao ? Not sure why every other day there is breaking news on WB ... invest here and invest there and shock the market. Latest invest into Citigroup Citigroup shares jump 7% after Warren Buffett reveals a near $3 billion stake in the struggling bankPUBLISHED TUE, MAY 17 20228:00 AM EDTUPDATED 5 HOURS AGO
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Abe2021
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14-May-2022 14:07
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With the merger of SMM & KOM. Bayberry is right into it 2030
BayWatch
Potential decarbornization the game-changers? by David Hughes
RINA says that any solution that aims to reduce a ship?s CO2 emissions today should ensure a competitive IMO Carbon Intensity Index (CII) rating, which has increasingly stringent rating thresholds towards 2030, throughout the whole service life of the vessel, not only when getting closer to 2050.
It says that, using this design, hydrogen usage can be progressively increased to maintain a top CII rating throughout the life of the ship, reducing CO2 emissions in a parallel slope with the applicable regulations. The ship can meet full decarbonisation targets by either running the engine on 100 per cent hydrogen, or by producing all the power needed by fuel cells. In this way, the owner can decide the rate of CO2 reduction.
If this turns out to be a viable technology in practice then the implications could be massive. Basically it offers the prospect of meeting a zero-carbon emission regulatory regime when that comes in, using ING which is a fossil fuel. The big question will be how it compares in cost to other zero carbon fuels, and other ways of capturing carbon, when they have been developed. In the meantime news of this technology should certainly be encouraging for shipowners who have invested in LNG-fuelled vessels.
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siewmai
Member |
13-May-2022 13:45
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Looking and not looking forward to 18 May. Positive? Negative? | ||||
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bystander1965
Supreme |
13-May-2022 13:34
Yells: "What I say is just my assessment. DYODD" |
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Bumpy ride.
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Abe2021
Veteran |
13-May-2022 13:30
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Bystander, I speak for myself lah.
Japan boh ho cho come here to look for some fortunes. I did not disappear but disappointed. Left this counter and go for KC. Just collected my dividends. Now the price so cheap and still got some cpf money for future use. Might as well park here for good. Honestly, my confidence boasted after our dearest PM announced the wedding bell and guru Warren Buffets channeled his funds from banks to O&G. I still have some bullets, if it drop. May consider The counter when it starts to consolidate it will go up. Hope this time it will fly BayWatch
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pkli899
Supreme |
13-May-2022 11:42
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LOL
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newbie19
Supreme |
13-May-2022 11:28
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I heard some kena ban here...
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bystander1965
Supreme |
13-May-2022 11:23
Yells: "What I say is just my assessment. DYODD" |
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Ah, you also leh, though I know you are more busy at the YZJ. Really crazy counter.
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pkli899
Supreme |
13-May-2022 11:21
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Ya, strange indeed. All the prominent ones disapperared.
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bystander1965
Supreme |
13-May-2022 10:33
Yells: "What I say is just my assessment. DYODD" |
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Me only stating facts lor.
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bystander1965
Supreme |
13-May-2022 10:31
Yells: "What I say is just my assessment. DYODD" |
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做 贼 心 虚 ? ![]()
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bystander1965
Supreme |
13-May-2022 10:21
Yells: "What I say is just my assessment. DYODD" |
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ABE you disappeared right after the 2nd rights got listed, and re-emerge right after this annoucement. And if I remember correctly you first appeared when the 2nd right was announced? Hopefully not a omen. Actually on the same day you reappeared, another nick that first appeared when the first right was annouced briefly reappeared. S/he disappeared also right after the 1st right went listing. Very scary leh such coincidences. ![]()   |
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take5hi5
Member |
13-May-2022 09:49
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Haha Abe2021, I didn' t defend CEO Wong.  Please read carefully. I was saying both KOM and SCM enjoyed good years not entirely on their capabilitis. They did it partly because of they tapped on upside Business Life Cycle.  KOM did make mistake too. That' s why they need TH and investor to buy over the old rigs now. That' s why KC is giving up KOM. If KOM is doing well, why should KC gives up KOM?  It onlt shows poor or misjudge of KOM. But I am not here to mock on KOM. No one can predicted the low cycle. They point here is both KOM and SCM are fairing equally. They both made good and bad discisions. CEO Wong did brong SCM some good years in the past too. Not just them, but accross the whole world, all suffered with bad cycle . Some manage to restructure and move fast. When the Business Life Cycle is reviving, an average management is going to make money ahead. Any talented guy, can' t do much with low cycle. We witness that for the past years. The merger deal will put up better resources, capabilities, talented pool etc. With the improving Business Life Cycle, Bayberry is going to make it.  Of course, if you still like to hold on to your short position, if you are, please go ahead. I said, if you are.    |
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Abe2021
Veteran |
13-May-2022 09:21
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What many said also not wrong!
It does not you a HERO when ttime is good. The real skill is when you are able to navigate during turbulent time.... tiok boh. Just my observation, time to collect bcos pattern shows some entity/ies are collecting. Take5hi5 market has turnaround every day seeing so many news on O&G contracts and demand spiking. Green energy with Decarbonisation. Evlen with that if Bayberry still cannot bring in more biz. No need to defend Mr Wong lah. Let's BayWatch |
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take5hi5
Member |
13-May-2022 08:36
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To be far, the problem of SCM is not entirely the management' s. CEO Wong did bring SCM the hey day.  The real problem is Business life cycle. Accord the world, the oil gas companies suffered from low oil price for past years. It is not just KOM or SCM went through.  KOM wasn' t much stronger or immune from down cycle. Indeed, some of the rigs built, without buyers. They need TH comes to their rescue now. And KOM went into bribery cases that needed the parliament' s rescue.  Thus, please don' t argue one sided, by saying poor management of KOM. In actual fact, both KOM and SCM enjoyed good years not entirely because of management skill set. They made it through driving with great business cycle.  Now both KOM and SCM are wounded. They need both to work together in competing with the world. We don' t know who is running Bayberry, moving forward. But with the reviving and recovering of the industry, the company will enjoy many great years ahead.  |
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Abe2021
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13-May-2022 08:24
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Warren Buffett is right about crypto: Investment decisions shouldn?t turn on FOMO
HOCK LOCK SIEW Warren Buffett is right about crypto: Investment decisions shouldn?t turn on FOMO THU, MAY 12, 2022 - 5:50 AM UPDATED THU, MAY 12, 2022 - 10:09 AM KELLY NG 2019-04-09T102510Z726688328RC130589C020RTRMADP3CHINA-CRYPTOCURRENCY.JPG Buffett has criticised crypto for not producing anything. REUTERS BILLIONAIRE investors Warren Buffett and Charlie Munger have, again, ruffled feathers in the crypto fraternity with their recent criticism of bitcoin and other cryptocurrencies. If we put aside for a moment their arguments on the utility, or lack thereof, of crypto and blockchain technology, perhaps both sides make a fair point ? that is, we should invest in companies and industries only if we know what they are about, and understand the risks we are taking on. At the Berkshire Hathaway annual shareholders meeting last month, Buffett said he would not take up an offer to buy all the bitcoin in the world for US$25. Warren Buffets is about fundamental. Invest big time in O&G industry The rest is us to BayWatch |
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ADS2200
Veteran |
12-May-2022 23:33
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We have confidence in the market but not so sure about the management team. Don' t think it will take too long for news to be out. Anyway I am ready to collect more and keep. Dyodd |
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ADS2200
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12-May-2022 23:33
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We have confidence in the market but not so sure about the management team. Don' t think it will take too long for news to be out. Anyway I am ready to collect more and keep. Dyodd |
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Abe2021
Veteran |
12-May-2022 21:29
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Market is really huge. Just capture $10b will send the price soaring. Have faith and confidence BP targets mid-2022 to pick development concept for Greater Tortue Ahmeyim phase two Partners and governments working hard to ensure cost inflation and supply chain have minimal effect on staged development Home open searchclose Start searching Search MenuClose Home News Partners Long Read OEEC 2022 Jobs Events Vessels Advertising Subscribe Report your news About Contact NAVINGO CORP Offshore Energy Offshore Energy Exhibition & Conference 2020 Dredging Today Naval Today Navingo Career Navingo My Account My Account Log in to MyNavingo Forgot password? Don't have an account? Register ADVERTISEMENT Back to overview Denmark?s Largest Offshore Wind Farm Receives Feasibility Study Permit May 11, 2022, by Adnan Memija The Danish Energy Agency (DEA) has issued a feasibility study permit to Thor Wind Farm I/S for the 1,000 MW Thor project, Denmark?s largest offshore wind farm to date. The purpose of the permit is to technically qualify the specific project so that the project?s technical design, including turbine foundation design and cable design, can be carried out, DEA said. In addition to the feasibility studies already carried out by Energinet, the feasibility studies in this permit consist of geotechnical sampling, including CPT, vibrocore drilling, thermal conductivity, core drilling, and PS logging. | ||||
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Abe2021
Veteran |
12-May-2022 21:22
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Hahaha.... Of Course lah
Today the volume is good
Don't worry about them. They will come back when the time is right
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