Seatrium
Last:0.091
-
Sembmarine_Green is the new gold_a better future
Post Reply
3261-3280 of 3459
Haha ha lol
They are left with the KOM is better than SCM mathra.
MANFREDTMK ( Date: 01-Dec-2021 11:05) Posted:
The other chat, the 2 desperadoes are now dying for a Rights issue in March to see 5 cents. Very pathetic, keep entertaining each other with false hope. Only get frustrated with each passing day, even 7.9 cents will not happen no matter how strong the chanting is. Dream On 😭 😭 😭
better ( Date: 01-Dec-2021 10:08) Posted:
| Yup, expecting cash balance of $1.7-1.8 billion at year end and aboive $2 billion by end of Q1 with the mega deliveries....about 6 cents cash per share |
|
|
|
A Better Tomorrow Beckons!
better ( Date: 01-Dec-2021 10:08) Posted:
Yup, expecting cash balance of $1.7-1.8 billion at year end and aboive $2 billion by end of Q1 with the mega deliveries....about 6 cents cash per share.
ttbanthony ( Date: 01-Dec-2021 08:28) Posted:
Thank you sir.
So can I say if this happen, the cash on hand is about $2b
Cash value per share is about $0.05/0.06?
If so, that is why the directors opted to be paid in shares |
|
|
|
The other chat, the 2 desperadoes are now dying for a Rights issue in March to see 5 cents. Very pathetic, keep entertaining each other with false hope. Only get frustrated with each passing day, even 7.9 cents will not happen no matter how strong the chanting is. Dream On 😭 😭 😭
better ( Date: 01-Dec-2021 10:08) Posted:
Yup, expecting cash balance of $1.7-1.8 billion at year end and aboive $2 billion by end of Q1 with the mega deliveries....about 6 cents cash per share.
ttbanthony ( Date: 01-Dec-2021 08:28) Posted:
Thank you sir.
So can I say if this happen, the cash on hand is about $2b
Cash value per share is about $0.05/0.06?
If so, that is why the directors opted to be paid in shares |
|
|
|
Yup, expecting cash balance of $1.7-1.8 billion at year end and aboive $2 billion by end of Q1 with the mega deliveries....about 6 cents cash per share.
ttbanthony ( Date: 01-Dec-2021 08:28) Posted:
Thank you sir.
So can I say if this happen, the cash on hand is about $2b
Cash value per share is about $0.05/0.06?
If so, that is why the directors opted to be paid in shares.
better ( Date: 30-Nov-2021 23:24) Posted:
About $150-200 mil cash inflow.
The bigger ones are the delivery of Shell Vito, Transocean Atlas, Energean FPSO and Tyra west topsides in Jan/ Feb- about $400-500 mil cash inflow |
|
|
|
Thank you sir.
So can I say if this happen, the cash on hand is about $2b
Cash value per share is about $0.05/0.06?
If so, that is why the directors opted to be paid in shares.
better ( Date: 30-Nov-2021 23:24) Posted:
About $150-200 mil cash inflow.
The bigger ones are the delivery of Shell Vito, Transocean Atlas, Energean FPSO and Tyra west topsides in Jan/ Feb- about $400-500 mil cash inflow.
ttbanthony ( Date: 30-Nov-2021 23:14) Posted:
Yes sir.
With regards to:
In December, I am expecting some announcements on the delivery of the Ropax ferries, Formosa 2 Wind Turbine Jacket foundations and Johan Castberg Hull and Living quarters. These deliveries will further strengthen SCM' s cash flow position.
How much cash inflow will the above bring?
Agar agar |
|
|
|
Very true.
better ( Date: 30-Nov-2021 23:01) Posted:
An apt choice given that the Shortist is waging an all out media attack on Sembmarine, using overseas media outlets like Upstream as well as local henchmen like Business Times and the Edge.
Being a media specialist, Patrick Daniel can teach CEO Wong a thing or two about Public Relation and Branding, expertises that SCM sorely needs....
naoshingo ( Date: 30-Nov-2021 21:52) Posted:
The selection is very interesting. Intern SpH media CEO...
Hmm...why |
|
|
|
In any case, funds are not stupid to short below 8 cents. The downside is very limited and remote. There's no turning back. The smart money is accumulating. Even the naysayers now reluctantly conceded defeat by changing the theme to 7.9 cents by March in the other chat, not this Friday. They will be even more disappointed by then. Feel sorry for them.
better ( Date: 30-Nov-2021 23:12) Posted:
9.4 cents before Christmas can happen if mega deals are announced by then.
My personal opinion is that it would be around 8.6 to 9 cents towards year end as I expect mega deals to be announced only in the Jan/ Feb window. But I could be totally wrong on this.
In December, I am expecting some announcements on the delivery of the Ropax ferries, Formosa 2 Wind Turbine Jacket foundations and Johan Castberg Hull and Living quarters. These deliveries will further strengthen SCM' s cash flow position.
ttbanthony ( Date: 30-Nov-2021 20:43) Posted:
Congrats to Master Better for buying at 84.
Why up after paying directors fee in shares?
Tp 0.094 before Christmas.
Can still happen? |
|
|
|
About $150-200 mil cash inflow.
The bigger ones are the delivery of Shell Vito, Transocean Atlas, Energean FPSO and Tyra west topsides in Jan/ Feb- about $400-500 mil cash inflow.
ttbanthony ( Date: 30-Nov-2021 23:14) Posted:
Yes sir.
With regards to:
In December, I am expecting some announcements on the delivery of the Ropax ferries, Formosa 2 Wind Turbine Jacket foundations and Johan Castberg Hull and Living quarters. These deliveries will further strengthen SCM' s cash flow position.
How much cash inflow will the above bring?
Agar agar |
|
Seems like a decent trading day for SCM as its peers:
Keppel corp is down 2.11% and Sembcorp industries is down 4.08%
Yes sir.
With regards to:
In December, I am expecting some announcements on the delivery of the Ropax ferries, Formosa 2 Wind Turbine Jacket foundations and Johan Castberg Hull and Living quarters. These deliveries will further strengthen SCM' s cash flow position.
How much cash inflow will the above bring?
Agar agar
9.4 cents before Christmas can happen if mega deals are announced by then.
My personal opinion is that it would be around 8.6 to 9 cents towards year end as I expect mega deals to be announced only in the Jan/ Feb window. But I could be totally wrong on this.
In December, I am expecting some announcements on the delivery of the Ropax ferries, Formosa 2 Wind Turbine Jacket foundations and Johan Castberg Hull and Living quarters. These deliveries will further strengthen SCM' s cash flow position.ttbanthony ( Date: 30-Nov-2021 20:43) Posted:
Congrats to Master Better for buying at 84.
Why up after paying directors fee in shares?
Tp 0.094 before Christmas.
Can still happen? |
|
An apt choice given that the Shortist is waging an all out media attack on Sembmarine, using overseas media outlets like Upstream as well as local henchmen like Business Times and the Edge.
Being a media specialist, Patrick Daniel can teach CEO Wong a thing or two about Public Relation and Branding, expertises that SCM sorely needs....
naoshingo ( Date: 30-Nov-2021 21:52) Posted:
The selection is very interesting. Intern SpH media CEO...
Hmm...why?
ahbui8 ( Date: 30-Nov-2021 18:08) Posted:
| Today SCM announced adding new member to executive committee, TH sending someone to take good care of the incompetent SCM management? Seem positive to me 😉 |
|
|
|
To report back to TH how the incompetent SCM management work ma 😂
naoshingo ( Date: 30-Nov-2021 21:52) Posted:
The selection is very interesting. Intern SpH media CEO...
Hmm...why?
ahbui8 ( Date: 30-Nov-2021 18:08) Posted:
| Today SCM announced adding new member to executive committee, TH sending someone to take good care of the incompetent SCM management? Seem positive to me 😉 |
|
|
|
The selection is very interesting. Intern SpH media CEO...
Hmm...why?
ahbui8 ( Date: 30-Nov-2021 18:08) Posted:
| Today SCM announced adding new member to executive committee, TH sending someone to take good care of the incompetent SCM management? Seem positive to me 😉 |
|
Congrats to Master Better for buying at 84.
Why up after paying directors fee in shares?
Tp 0.094 before Christmas.
Can still happen?
Yes, during the previous RIGHTS Issue before this one, they have hired a specialist consultancy firm to look into the problem. TH is well aware after so many years.
ahbui8 ( Date: 30-Nov-2021 18:08) Posted:
| Today SCM announced adding new member to executive committee, TH sending someone to take good care of the incompetent SCM management? Seem positive to me 😉 |
|
Today SCM announced adding new member to executive committee, TH sending someone to take good care of the incompetent SCM management? Seem positive to me 😉
They failed to understand that bomb-out counters that are on a recovery play has very low correlation with profit. Those who can sniff out such counters are the one who are handsomely rewarded. Their 7.9 cents will never happen, the only certainty is their sobbing will get louder by the days, especially during Chinese New Year. Let the market proves it to them, we don't need to convince them.
MANFREDTMK ( Date: 30-Nov-2021 17:03) Posted:
Already nuclear-bomb out.
better ( Date: 30-Nov-2021 16:35) Posted:
| Yup, today the Shortist bought back some at 8.4/ 8.5 cents |
|
|
|
Already nuclear-bomb out.
better ( Date: 30-Nov-2021 16:35) Posted:
Yup, today the Shortist bought back some at 8.4/ 8.5 cents.
ahbui8 ( Date: 30-Nov-2021 14:40) Posted:
| SCM supporters cheer, SCM is a good defensive counter now as STI index continues to laosai 😜 |
|
|
|
Yup, today the Shortist bought back some at 8.4/ 8.5 cents.
ahbui8 ( Date: 30-Nov-2021 14:40) Posted:
SCM supporters cheer, SCM is a good defensive counter now as STI index continues to laosai 😜
better ( Date: 29-Nov-2021 21:38) Posted:
Nothing much happened today. As expected, trading between 8.3/ 8.4 cents. So, now we know that the 2million shares bought back recently by SCM is to pay the directors' fees.
The announcement of using S$100million from the 2021 rights proceed is a neutral to slightly positive news. The cash ouflow seems to be slightly lower than expected given that SCM is rushing to complete the 2 drillships and Energean the FPSO.
Cash flow analysis
Cash balance as at 30th June- $788mil
Proceed from rights issue- +$1.5billion
Pay off short term loan- $430mil
utilised for working capital- $100mil
Assuming no delivery til end of the year, another $50mil cash outflow in Dec
Projected Cash balance at 31 Dec 2021 = 788 + 1500 - 430 - 100 - 50 = $1.7 billion
Cheers to all SCM supporters. 
|
|
|
|
