Seatrium Last:0.091 -

SembCorp Marine- The new Frontier.

Yes. Is time to buy million of shares and still away for 2 to 5 years. Time is on our side.

better ( Date: 14-Nov-2021 12:44) Posted:

UOB analyst report for SCM is out on sginvestors. Key takeaway: SCM bidding for projects worth over $10billion. Higher intetest on partially completed Setes drillships. Mgt confirmed no need for further fund raising. More upgrade and retrofit contracts on the way. Labour shortage easing as MOM has opened the border for India foreign workers.

Trust me...
It wont be cash flow poistive by next Jan...
please dont bullshit..

better ( Date: 12-Nov-2021 22:08) Posted:

would be cash flow positive by next Jan. As non of their projects were cancelled, the expected cash collection upon project completion and delivery was simply delayed.

investshare ( Date: 12-Nov-2021 21:50) Posted:

Hi what is its cash burn rate

More Anal-Lysts will miss the smell after such a long time and will also Upgrade SM soon. Monkey see, Monkey likes, Monkey do. Hope is in the air, more so after Tuesday.

better ( Date: 14-Nov-2021 12:44) Posted:

UOB analyst report for SCM is out on sginvestors. Key takeaway: SCM bidding for projects worth over $10billion. Higher intetest on partially completed Setes drillships. Mgt confirmed no need for further fund raising. More upgrade and retrofit contracts on the way. Labour shortage easing as MOM has opened the border for India foreign workers.

Yes the shortlists are turning into longists.

beng1102 ( Date: 13-Nov-2021 13:11) Posted:

open short interest from MAS website is decling week after week and the pace is accelerating. Even the hardcore shortists are turning.

SEMBCORP MARINE LTD 20211008 60,049,516

SEMBCORP MARINE LTD 20211015 49,523,916

SEMBCORP MARINE LTD 20211022 51,069,216

SEMBCORP MARINE LTD 20211029 48,299,616

SEMBCORP MARINE LTD 20211105 19,149,747

ahbui8 ( Date: 13-Nov-2021 12:27) Posted:

Yes SCM is sinking everything this year so that next year can be profitable in order to avoid a 5 year losses.

open short interest from MAS website is decling week after week and the pace is accelerating. Even the hardcore shortists are turning.

SEMBCORP MARINE LTD 20211008 60,049,516

SEMBCORP MARINE LTD 20211015 49,523,916

SEMBCORP MARINE LTD 20211022 51,069,216

SEMBCORP MARINE LTD 20211029 48,299,616

SEMBCORP MARINE LTD 20211105 19,149,747

ahbui8 ( Date: 13-Nov-2021 12:27) Posted:

Yes SCM is sinking everything this year so that next year can be profitable in order to avoid a 5 year losses.

MANFREDTMK ( Date: 12-Nov-2021 22:15) Posted:

Progress payments are paid based on percentage of work completed over several years so only recognized when certain milestones are hit. So it?s not a big deal over a few months but bad for sentiment. Management may be trying to kitchen sink everything this year, then next year will be a better year.

Yes SCM is sinking everything this year so that next year can be profitable in order to avoid a 5 year losses.

MANFREDTMK ( Date: 12-Nov-2021 22:15) Posted:

Progress payments are paid based on percentage of work completed over several years so only recognized when certain milestones are hit. So it?s not a big deal over a few months but bad for sentiment. Management may be trying to kitchen sink everything this year, then next year will be a better year.

better ( Date: 12-Nov-2021 22:08) Posted:

would be cash flow positive by next Jan. As non of their projects were cancelled, the expected cash collection upon project completion and delivery was simply delayed.

Like what KKH said, we punt because we think SM is undervalued and safe based on current financial metrics. To us, what matters most is Entry price. Entry price is prime property, not Orchard road property

MANFREDTMK ( Date: 13-Nov-2021 11:27) Posted:

If you have confidence in the prospect of O and M, then SM is the Pure play, Keppel is a diversified portfolio. Besides, Keppel has to pay more for SPH after Ong Beng Seng felt the offer price was too low and hence make a counter offer.

investshare ( Date: 13-Nov-2021 08:38) Posted:

Thank

If you have confidence in the prospect of O and M, then SM is the Pure play, Keppel is a diversified portfolio. Besides, Keppel has to pay more for SPH after Ong Beng Seng felt the offer price was too low and hence make a counter offer.

investshare ( Date: 13-Nov-2021 08:38) Posted:

Thanks

kkhhoo ( Date: 12-Nov-2021 16:42) Posted:

I mean all the OG industry, If Keppel is still keeping their OG, Yes, they will benefit as well. For sure, many more OG related company in the market with healthy financial.. definately SCM is not the best choice. But it is good for gambling. as it is hot and cheap (by share price only). For my view, the profit is more than lost because of the industry nature. So I put my bet on it.

Thanks

kkhhoo ( Date: 12-Nov-2021 16:42) Posted:

I mean all the OG industry, If Keppel is still keeping their OG, Yes, they will benefit as well. For sure, many more OG related company in the market with healthy financial.. definately SCM is not the best choice. But it is good for gambling. as it is hot and cheap (by share price only). For my view, the profit is more than lost because of the industry nature. So I put my bet on it.

investshare ( Date: 12-Nov-2021 16:15) Posted:

Thanks. But all you said would also benefit keppel, would keppel be a better bet

Good Watch.

The Fall of Neptune Orient Lines: Singapore' s National Shipping Company

https://youtu.be/dBNKgGxpHwY

Progress payments are paid based on percentage of work completed over several years so only recognized when certain milestones are hit. So it?s not a big deal over a few months but bad for sentiment. Management may be trying to kitchen sink everything this year, then next year will be a better year.

better ( Date: 12-Nov-2021 22:08) Posted:

would be cash flow positive by next Jan. As non of their projects were cancelled, the expected cash collection upon project completion and delivery was simply delayed.

investshare ( Date: 12-Nov-2021 21:50) Posted:

Hi what is its cash burn rate

would be cash flow positive by next Jan. As non of their projects were cancelled, the expected cash collection upon project completion and delivery was simply delayed.

investshare ( Date: 12-Nov-2021 21:50) Posted:

Hi what is its cash burn rate?

better ( Date: 12-Nov-2021 21:04) Posted:

Pro forma gearing would be 0.29x if they use all the S$1.5 bil rights money to pay down debt.

They used S$430 million shortly after rights issue to pay off a creditor who was hot on their heels. The rest they are keeping for working capital.

Therefore, the gearing is 0.4x as mentioned in Q3 update

Watch this, in life, nothing is impossible as long as you have the grit. Ms Singapore stands a chance to win this year beauty pageant. https://www.facebook.com/1103311167/posts/10219532760885318/

Hi what is its cash burn rate?

better ( Date: 12-Nov-2021 21:04) Posted:

Pro forma gearing would be 0.29x if they use all the S$1.5 bil rights money to pay down debt.

They used S$430 million shortly after rights issue to pay off a creditor who was hot on their heels. The rest they are keeping for working capital.

Therefore, the gearing is 0.4x as mentioned in Q3 update.

MANFREDTMK ( Date: 12-Nov-2021 19:31) Posted:

Gearing actually 0.25. How to go bankrupt, right

Great, you are a pro. Lucky to meet you. Have queue at 8.4 to accumulate more.

better ( Date: 12-Nov-2021 21:04) Posted:

Pro forma gearing would be 0.29x if they use all the S$1.5 bil rights money to pay down debt.

They used S$430 million shortly after rights issue to pay off a creditor who was hot on their heels. The rest they are keeping for working capital.

Therefore, the gearing is 0.4x as mentioned in Q3 update.

MANFREDTMK ( Date: 12-Nov-2021 19:31) Posted:

Gearing actually 0.25. How to go bankrupt, right

Pro forma gearing would be 0.29x if they use all the S$1.5 bil rights money to pay down debt.

They used S$430 million shortly after rights issue to pay off a creditor who was hot on their heels. The rest they are keeping for working capital.

Therefore, the gearing is 0.4x as mentioned in Q3 update.

MANFREDTMK ( Date: 12-Nov-2021 19:31) Posted:

Gearing actually 0.25. How to go bankrupt, right?

better ( Date: 12-Nov-2021 19:19) Posted:

Key words:

Buy
Target S$0.11
new contracts
gearing fallen to 0.4x

Romans, Countrymen, Lend me your ears.
What is stopping SCM to hit 0.094?
Gearing drop ✅
Projects delivery ✅
Cash liquidity ✅
Green Energy contracts wins coming ✅
Grand Lady Temasek 55% ✅

I am suspecting 0.094 May be hit by end Nov but my time line remains Xmas.

🦃 turkey anyone? 🍾 🥂

Yes, Green Energy is the game changer of the century, and only at its infancy. All things are looking bright, too bright. Wear sunglasses 😎

beng1102 ( Date: 12-Nov-2021 19:27) Posted:

From MAS website open short position decline fast and furious in one week.

SEMBCORP MARINE LTD 20211029 48,299,616

SEMBCORP MARINE LTD 20211105 19,149,747

beng1102 ( Date: 12-Nov-2021 19:21) Posted:

Don' t trade. Clean energy is the new gold, long term prospect and growth mean plenty of investor will come in. So just buy million of shares and go away for 2 to 5 years. Very likely it would be at least 50c in 2 years time

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SembCorp Marine- The new Frontier.

The Fall of Neptune Orient Lines: Singapore' s National Shipping Company