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Sembcorp Marine is no more, long live Seatrium! Post Reply Rate topic
eddyeddy Master	21-Sep-2023 08:39        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thought no more outstanding law suits after taking over KOM ? aragosta      ( Date: 20-Sep-2023 23:48) Posted: --- Post Removed by User ---
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Joyoftheworld Veteran	18-Sep-2023 17:37        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	A small positive today. STI is down while Seatrium is flat.
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Joyoftheworld Veteran	18-Sep-2023 17:36        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seatrium is likely to win one FPSO contract mainly because of the local content requirement. Seatrium owns the largest yard in brazil. The worry is longer term...COOEC will keep coming back to the Petrobras plate for more if they have got a foot hold. aragosta      ( Date: 18-Sep-2023 11:38) Posted: --- Post Removed by User ---
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ysh2006 Supreme	31-Aug-2023 11:25        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Project likely awarding time is Nov/Dec this year.....so from now till then just sit back they need to do many rounds of clarification.... aragosta      ( Date: 31-Aug-2023 00:54) Posted: --- Post Removed by User ---
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Tob231 Master	31-Aug-2023 09:55        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yes, drink coke and enjoy. if possible pop a champage too aragosta      ( Date: 31-Aug-2023 00:54) Posted: --- Post Removed by User ---
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Tob231 Master	31-Aug-2023 09:52        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fullerton, a fund management firm under Temasek Holdings, paid around 14 cents each. Fullerton Fund Management has paid $16.45 million for nearly 116.9 million Seatrium shares on Aug 24, according to a filing on Aug 30. This works out to just above 14 cents per share. Fullerton is an independently managed fund managment firm that' s under Temasek Holdings, the controlling shareholder of Seatrium.  Temasek, via its various other linked entities, such as Keppel Corp, now holds a total deemed interest of 25.97 billion Seatrium shares, equivalent to 38.07%.
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limkt009 Master	31-Aug-2023 09:37        limkt009 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Watch your front, grab $$$$$$$$ at your own time"
x 0   x 0  Alert Admin	Have a coke and enjoy Tob231      ( Date: 31-Aug-2023 09:34) Posted: lailai .... market is directionless. today all players like siansian. maybe bcos cooling day
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Tob231 Master	31-Aug-2023 09:34        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	lailai .... market is directionless. today all players like siansian. maybe bcos cooling day
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ysh2006 Supreme	31-Aug-2023 07:39        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Likely this projects Sembawang Matine will get think only it has the big yard and facilities in Brazil to do it.... aragosta      ( Date: 31-Aug-2023 00:54) Posted: --- Post Removed by User ---
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wehuattogether88 Supreme	07-Aug-2023 09:01        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	They look very bullish for Seatrium busineses with a TP of S$0.19. aragosta      ( Date: 06-Aug-2023 23:32) Posted: --- Post Removed by User ---
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ruanlai Elite	06-Aug-2023 18:53        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	On 4 Aug, Seatrium share buyback 20millions @ 0.134. Confidence build up for retail traders liao. Next week will move north and will not turn back le. DYODD
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GGTTAANN Senior	06-Aug-2023 17:50        GGTTAANN About Contact  Quote this Post!
x 0   x 0  Alert Admin	One point to add, Steel price is on the decline,good for them as bid price is always based on previous higher price. Profit margin will improve further.   aragosta      ( Date: 06-Aug-2023 17:09) Posted: --- Post Removed by User ---
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investshare Supreme	29-Jul-2023 11:38        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	But if it so good, why Keppel cannot find a strategic buyer to buy whole lot at higher price? ssw518      ( Date: 29-Jul-2023 10:56) Posted: Agreed.  1) Keppel will continue to sell their holding which is known to public - key reason to aviod high interest and continue their investment plan 2) Although there is a high outcry on climate, but economically / financial support to poorer country is not there 3) Country with fossil fuel as key income is still unwilling increase support whereby economy  is still highly dependant on them, can imagine if all of them take a 50% cut in oil supply. going green is a future trend, outcry is loud but government is still slow. 4) base on last report Seatrium is best at 60% cap utilization, need at least 15% more but not sure about they are equipment readiness (previously from KOM which i feel needs plenty of upgrade) 5) strong cash likely first payment from their mega contract, which need to be very carefully utilize it should takes another 1-2 reporting period to tell if it' s worth and at what point to put in the money. for current, if Keppel sell at 12x, use that as a low base, Keppel like to start selling in early Sept again. my view dyodd talonn      ( Date: 29-Jul-2023 10:29) Posted: I think it might not be too late to revisit this ticker and start accumulating next year.
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ssw518 Elite	29-Jul-2023 10:56        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed.  1) Keppel will continue to sell their holding which is known to public - key reason to aviod high interest and continue their investment plan 2) Although there is a high outcry on climate, but economically / financial support to poorer country is not there 3) Country with fossil fuel as key income is still unwilling increase support whereby economy  is still highly dependant on them, can imagine if all of them take a 50% cut in oil supply. going green is a future trend, outcry is loud but government is still slow. 4) base on last report Seatrium is best at 60% cap utilization, need at least 15% more but not sure about they are equipment readiness (previously from KOM which i feel needs plenty of upgrade) 5) strong cash likely first payment from their mega contract, which need to be very carefully utilize it should takes another 1-2 reporting period to tell if it' s worth and at what point to put in the money. for current, if Keppel sell at 12x, use that as a low base, Keppel like to start selling in early Sept again. my view dyodd talonn      ( Date: 29-Jul-2023 10:29) Posted: I think it might not be too late to revisit this ticker and start accumulating next year.
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crazy_fave Senior	29-Jul-2023 10:39        crazy_fave About Contact  Quote this Post! Style: Combined   Yells: "crazy_fave"
x 0   x 0  Alert Admin	Seatrium closed at S$0.143 on 28 July 2023.
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talonn Member	29-Jul-2023 10:29        talonn About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think it might not be too late to revisit this ticker and start accumulating next year.
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Nippon72 Senior	29-Jul-2023 08:10        Nippon72 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Dude, is ALWAYS Time in the market than Timing the market! "
x 0   x 0  Alert Admin	I feel now is to focus on realising all contracts value, cut costs and bring in more contracts.  I understand things take time. So I won' t expect any real profits or dividends soon. I would like to hear more concrete deliveries and plans to bring costs down such as new technologies, cheaper but better material etc.  Interesting to know what they plan to do with their 2bil cash hoard? vested.
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vicloo Elite	29-Jul-2023 07:55        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	This was talk about since new COE appointed in Feb 23, 6 mths ago. If still talk but no action... I think Seatrium dropping back to 13c soon. aragosta      ( Date: 28-Jul-2023 15:17) Posted: --- Post Removed by User ---
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wehuattogether88 Supreme	19-Jul-2023 11:28        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just relax and wait for the actions. easywin      ( Date: 19-Jul-2023 09:34) Posted: A bit slow at the begin, later may see very fast at finishing  wehuattogether88      ( Date: 19-Jul-2023 09:04) Posted: Once Seatrium pierce through 0.145 - 0.146 level, we will see 0.15 levels. Juat my opinion.
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ssw518 Elite	19-Jul-2023 10:54        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	it follow oil px movement, from what i see
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