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Marcopolo Marine Next Rotational Play

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AttasBoss
    18-Oct-2022 16:43  
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Tempted to add but sentiment still not looking good

superstartup      ( Date: 18-Oct-2022 15:57) Posted:

Yep
But catch financial guidance 1st, which can be anytime now
 

AttasBoss      ( Date: 18-Oct-2022 15:49) Posted:

Full year result end of Nov22


 
 
superstartup
    18-Oct-2022 15:57  
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Yep
But catch financial guidance 1st, which can be anytime now
 

AttasBoss      ( Date: 18-Oct-2022 15:49) Posted:

Full year result end of Nov22

 
 
AttasBoss
    18-Oct-2022 15:49  
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Full year result end of Nov22
 

 
superstartup
    18-Oct-2022 14:17  
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More than 1 month high trading volume
As of now, 43m shares changed hands at 36
36 keep eaten up
Could be same group accumulating for FY result guidance (anytime now before actual result announcement)
Last run up after 3Q result update, price went up as high as 48
 

superstartup      ( Date: 18-Oct-2022 14:10) Posted:

Can accumulate for FY result guidance, could be anytime now
Before actual result announcement

Recap:

In Aug announcement,  the 1st 3Qs result had met both RHB and UOB FULL YEAR estimates
Solely 3Q is double their quarterly estimates

Revised / latest TP

RHB current TP 0.05 (up from 0.04 after 3Q announcement)
UOB current TP 0.043 (yet to revise?)


Pls do your own DD

superstartup      ( Date: 19-Aug-2022 09:11) Posted:

Today is accumulation day
Need to wait for the re-rating, maybe in the next 2 to 3 trading says
RHB current TP 0.04
UOB current TP 0.043

As of now, the 1st 3Qs result had met both RHB and UOB FULL YEAR estimates
Solely 3Q is double their quarterly estimates

Hope I in the right track
Your guess and my guess
Just sharing
 


 
 
superstartup
    18-Oct-2022 14:10  
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Can accumulate for FY result guidance, could be anytime now
Before actual result announcement

Recap:

In Aug announcement,  the 1st 3Qs result had met both RHB and UOB FULL YEAR estimates
Solely 3Q is double their quarterly estimates

Revised / latest TP

RHB current TP 0.05 (up from 0.04 after 3Q announcement)
UOB current TP 0.043 (yet to revise?)


Pls do your own DD

superstartup      ( Date: 19-Aug-2022 09:11) Posted:

Today is accumulation day
Need to wait for the re-rating, maybe in the next 2 to 3 trading says
RHB current TP 0.04
UOB current TP 0.043

As of now, the 1st 3Qs result had met both RHB and UOB FULL YEAR estimates
Solely 3Q is double their quarterly estimates

Hope I in the right track
Your guess and my guess
Just sharing
 

TANPK123      ( Date: 18-Aug-2022 21:54) Posted:

Tomorrow chiong anot


 
 
Joelton
    21-Sep-2022 10:06  
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Marco Polo Marine to build new vessel supporting offshore wind-farm demands
 
MARINE logistics group Marco Polo Marine : 5LY +2.63% on Tuesday (Sep 20) said it will build, own and operate a new Commissioning Service Operation Vessel (CSOV), valued at about US$60 million, to meet rising demand in Asia&rsquo s offshore wind-farm industry.
 
The CSOV, with a length of 83 m and beam of 21 m, will be used in commissioning works during the construction and maintenance of offshore wind farms. Its construction will be funded through existing resources and borrowings.
 
The vessel is expected to be deployed in Q1 of 2024. Marco Polo chief executive Sean Lee said the company has received keen interest from offshore wind-turbine makers and offshore wind-farm developers since it unveiled new designs for service vessels in March.
 
&ldquo We observed that the industry continues to grapple with a CSOV shortage globally, and charter rates continue to surge, as well as the need to combat climate change,&rdquo he said.
 
Charterers for offshore wind-support vessels have started to secure ships earlier and for longer, due to rising concerns of a shortage of suitable ships, according to a Q2 2022 report by shipping services group Clarksons.
 
The report noted that CSOVs have higher utilisation and day rates across all regions due to higher demand from both the renewables and the oil-and-gas sectors, as well as a rise in prices for newly-built vessels.
 
Marco Polo&rsquo s new vessel is based on a design co-developed by the group and Seatech Solutions International (S). It will be equipped with a walk-to-work motion compensated gangway, so personnel can be safely transferred from the vessel to the turbines it will also have a 3D motion-compensated crane for cargo transfer.
 
The vessel&rsquo s green technology will include hybrid battery-based energy storage systems aimed at reducing carbon emissions by 15 to 20 per cent. Up to 110 personnel can be accommodated on board, said Marco Polo.
 
The group said the global offshore wind-farm market continues to remain robust, with the Asia-Pacific leading global wind power development and accounting for 84 per cent of new offshore installations in 2021.
 
The annual global offshore market is expected to grow 49 per cent from 21.1 gigawatts in 2021 to 31.4 GW in 2026, said the Global Wind Energy Council&rsquo s Global Wind Report 2022.
 

 
AttasBoss
    21-Sep-2022 09:07  
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Maybe nearer to full year result

PQTPQK      ( Date: 21-Sep-2022 09:03) Posted:

hope will break up later....

AttasBoss      ( Date: 20-Sep-2022 18:47) Posted:

Long term still 6c. 39 is good buy


 
 
PQTPQK
    21-Sep-2022 09:03  
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hope will break up later....

AttasBoss      ( Date: 20-Sep-2022 18:47) Posted:

Long term still 6c. 39 is good buy

 
 
AttasBoss
    20-Sep-2022 18:47  
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Long term still 6c. 39 is good buy
 
 
PQTPQK
    20-Sep-2022 17:43  
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Gap up tomorrow?

ahhuat08      ( Date: 20-Sep-2022 17:37) Posted:

https://links.sgx.com/FileOpen/MPM%20-%20Build%20Own%20Operate%20CSOV.ashx?App=Announcement& FileID=731968

Marco to build  own and operate new comm svc operation vessels to support offshore wind farm demands

hopefully this will propel marco to abv 4 and beyond

vested

 

 
ahhuat08
    20-Sep-2022 17:37  
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https://links.sgx.com/FileOpen/MPM%20-%20Build%20Own%20Operate%20CSOV.ashx?App=Announcement& FileID=731968

Marco to build  own and operate new comm svc operation vessels to support offshore wind farm demands

hopefully this will propel marco to abv 4 and beyond

vested
 
 
FrancisLim
    20-Sep-2022 14:10  
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Fast up, and fast down.  Look at its historical movements.   
Distribution.
Whats next?

FrancisLim      ( Date: 09-Sep-2022 17:15) Posted:

Very fast distribution?  Marco Polo going home?

 
 
AttasBoss
    09-Sep-2022 23:26  
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How is the result like?

LZLOmega      ( Date: 09-Sep-2022 22:59) Posted:

Please give me a golden energy like result. Thanks

 
 
LZLOmega
    09-Sep-2022 22:59  
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Please give me a golden energy like result. Thanks
 
 
AttasBoss
    09-Sep-2022 17:44  
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Wait fpr major support, no yet finish game.
 

 
FrancisLim
    09-Sep-2022 17:15  
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Very fast distribution?  Marco Polo going home?
 
 
AttasBoss
    05-Sep-2022 15:35  
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stil can chiong to 6?

ahbui8      ( Date: 05-Sep-2022 15:09) Posted:

The train starting to move again 😂

 
 
ahbui8
    05-Sep-2022 15:09  
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The train starting to move again 😂
 
 
AttasBoss
    05-Sep-2022 15:06  
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Vivian Hsu' s influence?

spursfan      ( Date: 05-Sep-2022 14:52) Posted:

old article in  BT.  These white knights  are now rewarded for their faith in CEO Sean Lee to turn MP around.


Nine white knights pool together S$60m in rescue financing for Marco Polo Marine
WED, NOV 08, 2017 - 8:11 PM   

NINE prominent business names have pooled together S$60 million in rescue financing for listed offshore and marine group, Marco Polo Marine.

The founders or founding families behind household names Super Group, Soilbuild, Goldbell and Yanlord were named in association with the equity injection deal. Oxley Holdings' deputy chief executive Low See Ching and two other Singapore listed entities, Vibrant Group and Penguin International, have also thrown their hats into the ring.

Some, if not all, of those named are business acquaintances of Marco Polo Marine' s chief executive, Sean Lee.

The Lees have offered to dilute their shareholding by 90 per cent to just 6 per cent of the enlarged share capital in favour of bringing in these equity investors and deleveraging the group' s balance sheet.

Over two billion new shares valued at S$0.028 will be issued to these nine named investors.

Of the new investors, Apricot Capital - the private investment vehicle of Super Group' s founder David Teo - will emerge the largest shareholder with a 19.5 per cent interest in Marco Polo' s enlarged share capital after the deal is completed.

 
 
Luzern
    05-Sep-2022 14:58  
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Big Bosses.....yesyes
 
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