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Sembmarine_Green is the new gold_a better future
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Your RA journal really laugh die me.
Interesting
MANFREDTMK ( Date: 08-Apr-2022 13:00) Posted:
Yes, I have been courting Chag TAI TAI since August using the most effective technique, Shogun technique which works regardless of whether you are poor, old and not good looking. She played very hard to get until I switched to Shot-Gun technique and it works wonders. Hereon, till death we part. But with 5 doses every night, I will go first and she will inherit my Banana-Split.
pkli899 ( Date: 08-Apr-2022 11:16) Posted:
I' m really happy u had reconciled with him.
Good, make friend better than make enemy |
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Yes, I have been courting Chag TAI TAI since August using the most effective technique, Shogun technique which works regardless of whether you are poor, old and not good looking. She played very hard to get until I switched to Shot-Gun technique and it works wonders. Hereon, till death we part. But with 5 doses every night, I will go first and she will inherit my Banana-Split.
pkli899 ( Date: 08-Apr-2022 11:16) Posted:
I' m really happy u had reconciled with him.
Good, make friend better than make enemy.
Chagataii ( Date: 08-Apr-2022 11:05) Posted:
| The best here is Manfried he lives and sleeps SM with conviction. He is very experienced trader. Needless to say he is very intelligent insightful and knowledgeable. Manfried is Sheer Guts and Glory with true grit and confidence. He will Win 🥇 |
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Okay loonies .. medication 💊 time.. 5x dosage again
I shared your optimism, we should celebrate by April 17. The negativists will all go into hiding and we will miss them dearly.
YES, there's no question about BETTER. He is the architect of our success and we should be deeply indebted to him. Temasek needs talent like him, a rare gem 💎 , SECOND TO NONE. Once we sell before NEWCO is born, we should buy him a big gift.
PHInsider63 ( Date: 08-Apr-2022 11:24) Posted:
Better is probably one of the negotiators. Else, SM should lasso him in now. He knows far more than all of us added in.
I am seeing new positive members and supporters.
0.11 anytime from now.
There should be a day when the surge is fast and furious out of nowhere, all sell walls will be destroyed. The day should be round the corner. |
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what it meant is that sembmarine does not need the merger if the terms are unfavourable. the board is answerable to the shareholders and the latter can also reject the merger. if the merger doesn' t go through, KC can keep the rigs
better ( Date: 07-Apr-2022 22:52) Posted:
Today' s AGM clarification is an attempt to lay all SCM ' s competitive advantages in the open. The piece is likely written by Temasek' s negotiator to put down KC' s snake oil salesman Loh Chin Hua, who is obviously bargaining for a better exchange ratio and more cash.
First, it is mentioned that renewable constituted 30% of total revenue in 2021 and 43% of group net order book. In today' s environment, the greener the higher the perceived value of the entity.
Second, they listed some of SCM' s trophy projects. Hornsea 2 and Sofia Offshore windfarm platforms that SCM are constructing are much bigger and more technologically advanced than those done by KOM.
Third, Shell Whale FPU is a trophy project that ONLY SCM can complete because of Its gaint Goliath Crane. Also, appointed by an oil major for a start to finish FPU project is a trophy " main contractor" type of job. All KOM projects are subcontractor type of jobs. For example, Exxon engage SBM offshore (main contractor) to build a FPSO who then use KOM as a subcontractor to do part of project (topside integration).
Fourth, with SCM' s 100% owned LMG Marin (leading nautical architect in the world), SCM is able to execute an design and construction (start to finish) type job for all specialised marine vessel. That&rsquo s also the reason they can win the contract for the NapAnt Antarctic support vessel, another trophy project that build on LMG Marin&rsquo s expertise in designing the award winning Polar expedition cruise ship in 2020.
Fifth, previously KOM was able to boost that they are constructing a Jones Act WTIV. Now, SCM is saying that we are building a bigger and more technological advanced WTIV than KOM for Maersk (the equivalent of an oil major in the offshore support industry. Not all clients are created equal).
Sixth, SCM is boosting that they are likely to secure the Dorado FPSO contract, another trophy start to finish, main contractor type job.
Seventh, SCM have secured/ purchased a lot more green technology retrofit solutions while KOM has likely stopped investment in these areas as they are about to be sold or discarded. Why would KC throw more cash into something they are going to sell soon?
Eight, SCM&rsquo s repair unit is the world leader in the repair and upgrade of LNG carriers (a lot more biz coming given the Ukraine situation) and cruise vessels (a lot more biz coming as the cruise industry is definitely making a strong come back this year)
I could not have written a better piece if I am Temasek appointed negotiator whom I am sure is also following this forum.
better ( Date: 07-Apr-2022 19:21) Posted:
Today' s AGM clarification is likely more related to the merger negotiation than answering AGM questions. I would explain the implications later.
Effectively, it has always been an acquisition. However, to give " respect" to the acquired entity if it is sizable, the corporate world usually call it merger |
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Transition to green energy well on track, says Sembmarine
Sembmarine said it started to rebalance its portfolio in 2015 by increasing its focus on renewables and green solutions.
PHOTO: LIANHE ZAOBAO
SINGAPORE - Even as it negotiates with Keppel Corp to create a bigger energy entity with the merger with Keppel Offshore & Marine, Sembcorp Marine remains well on track to transition to the renewables and clean energy segment.
The company said this in notes attached to its annual general meeting notice posted on the Singapore Exchange on Thursday (April 7).
Sembmarine said it had embarked on its business transformation in 2015 to rebalance its product solutions portfolio by increasing its focus on renewables, cleaner energy and other green solutions.
" The group' s sustainable solutions segment constituted 30 per cent of total revenue in 2021 and 43 per cent of the group' s net order book as at end 2021," it said.
" In the near term, with high oil and gas prices, the group will continue to respond to increasing opportunities to offer offshore oil and gas production solutions."
It added that in the longer term, renewable energy and other cleaner and green solutions will increasingly account for a greater share of its order book and revenue.
All this comes even as the company continues in negotiations with Keppel Corp on the proposed combination of Sembmarine and Keppel O& M to create a stronger entity, which it said would leverage respective strengths to realise synergies and deliver sustainable value over the long term for shareholders.
" The proposed combination aims to create a stronger player and accelerate the combined entity' s transition to seize new and emerging opportunities in the renewable and clean energy sectors," Sembmarine noted.
" The combined entity would bring together the best talents, engineering skills, intellectual properties and technical know-how from both companies."
It reiterated that both parties were working towards a definitive agreement by April 30.
Meanwhile, Sembmarine is pushing ahead to build up its " green energy" order book.
This comprises projects to design, construct, install and commission offshore wind farms, build battery-powered ferries, offshore substations and living quarters for newbuild semi-submersible floating production units.
Negotiations are also in progress with the Brazilian Navy on the construction of the Antarctic Support Vessel " NapAnt" , which is part of the Brazil Navy Research Vessel Project, with a contract award expected in the first half of this year.
Meanwhile, it is actively pursuing multiple projects and tender opportunities in the renewable energy and gas solutions and process solutions segments, including projects relating to offshore vessels for the energy sector.
Sembmarine' s repairs and upgrades business has also secured advance orders for liquefied natural gas carriers and cruise vessels and is working on active inquiries for offshore vessel upgrading projects.
" In addition, the group has continued to secure green technology retrofit solutions, including projects relating to ballast water management system and scrubber installations, and identified opportunities in sustainable repairs and upgrading, such as air lubrication systems and ammonia-based fuel solutions," the firm said.
" Underpinned by its operational and technology bench strengths, the group is well placed to support the global energy needs, premised on a low-carbon footprint with a balanced portfolio across offshore, marine and energy product solutions."
Sembmarine said it would continue to further diversify its business portfolio and extend into new areas of renewable energy, electrification, gas value chain, ocean living as well as carbon capture and storage solutions.
All these initiatives could get a huge leg-up after the merger with Keppel O& M is completed, as the combined entity will be a stronger player that could accelerate the transition to seize new and emerging opportunities in the renewable and clean energy sectors.
It said " significant progress" had been made on advancing the proposed combination, including mutual due diligence, the transaction structure, exchange ratio and other related matters.
Sembmarine shares closed up 4 per cent at 10.4 cents on Thursday.
Yes...Worth the long wait...huat ah...
PHInsider63 ( Date: 08-Apr-2022 11:24) Posted:
Better is probably one of the negotiators. Else, SM should lasso him in now. He knows far more than all of us added in.
I am seeing new positive members and supporters.
0.11 anytime from now.
There should be a day when the surge is fast and furious out of nowhere, all sell walls will be destroyed. The day should be round the corner. |
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Better is probably one of the negotiators. Else, SM should lasso him in now. He knows far more than all of us added in.
I am seeing new positive members and supporters.
0.11 anytime from now.
There should be a day when the surge is fast and furious out of nowhere, all sell walls will be destroyed. The day should be round the corner.
I' m really happy u had reconciled with him.
Good, make friend better than make enemy.
Chagataii ( Date: 08-Apr-2022 11:05) Posted:
| The best here is Manfried he lives and sleeps SM with conviction. He is very experienced trader. Needless to say he is very intelligent insightful and knowledgeable. Manfried is Sheer Guts and Glory with true grit and confidence. He will Win 🥇 |
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boring mkt, reading this thread very insightful
The best here is Manfried he lives and sleeps SM with conviction. He is very experienced trader. Needless to say he is very intelligent insightful and knowledgeable. Manfried is Sheer Guts and Glory with true grit and confidence. He will Win 🥇
Better mean the combined entity will not be 50:50, I think Keppel will get less share than SM in the combined entity, Keppel gain side on the merge will be on the sales of the legacy rigs which will bring a lot of cash. You confirm will hit back saying will Keppel so stupid to agree getting less shares in the combined entity, I am also Keppel SH, as a SH, I prefer getting the free shares with quality and not free shares with big quantity. Its already a clear lesson from SCI demerge, free shares with big quantity is worthless, I believed TH won' t repeat this again.
weekaykee ( Date: 08-Apr-2022 07:40) Posted:
You mean at this stage with the final merger terms to be announced before 30 April, SCM is still trying to do a " public negotiation" via boasting of its competitive advantages?
Come on " Better" . You can surely do better than this rubbish imaginary conclusion.
better ( Date: 07-Apr-2022 22:52) Posted:
Today' s AGM clarification is an attempt to lay all SCM ' s competitive advantages in the open. The piece is likely written by Temasek' s negotiator to put down KC' s snake oil salesman Loh Chin Hua, who is obviously bargaining for a better exchange ratio and more cash.
First, it is mentioned that renewable constituted 30% of total revenue in 2021 and 43% of group net order book. In today' s environment, the greener the higher the perceived value of the entity.
Second, they listed some of SCM' s trophy projects. Hornsea 2 and Sofia Offshore windfarm platforms that SCM are constructing are much bigger and more technologically advanced than those done by KOM.
Third, Shell Whale FPU is a trophy project that ONLY SCM can complete because of Its gaint Goliath Crane. Also, appointed by an oil major for a start to finish FPU project is a trophy " main contractor" type of job. All KOM projects are subcontractor type of jobs. For example, Exxon engage SBM offshore (main contractor) to build a FPSO who then use KOM as a subcontractor to do part of project (topside integration).
Fourth, with SCM' s 100% owned LMG Marin (leading nautical architect in the world), SCM is able to execute an design and construction (start to finish) type job for all specialised marine vessel. That&rsquo s also the reason they can win the contract for the NapAnt Antarctic support vessel, another trophy project that build on LMG Marin&rsquo s expertise in designing the award winning Polar expedition cruise ship in 2020.
Fifth, previously KOM was able to boost that they are constructing a Jones Act WTIV. Now, SCM is saying that we are building a bigger and more technological advanced WTIV than KOM for Maersk (the equivalent of an oil major in the offshore support industry. Not all clients are created equal).
Sixth, SCM is boosting that they are likely to secure the Dorado FPSO contract, another trophy start to finish, main contractor type job.
Seventh, SCM have secured/ purchased a lot more green technology retrofit solutions while KOM has likely stopped investment in these areas as they are about to be sold or discarded. Why would KC throw more cash into something they are going to sell soon?
Eight, SCM&rsquo s repair unit is the world leader in the repair and upgrade of LNG carriers (a lot more biz coming given the Ukraine situation) and cruise vessels (a lot more biz coming as the cruise industry is definitely making a strong come back this year)
I could not have written a better piece if I am Temasek appointed negotiator whom I am sure is also following this forum |
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Is more fun with posting war otherwise it makes it dull people need to prove themselves right so they will do more research then it become productive.
kt3152 ( Date: 08-Apr-2022 09:42) Posted:
| Why engage in postings war.. Don't like just ignore.. Let the share price does the talking if you are vested..
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I'm no expert.
But no one really knows who are in the queue buy or sell. It could be real or fake. Could be contra players, traders or maybe even blockages put there so that the party concerned can do the opposite.
baybefaze ( Date: 08-Apr-2022 09:40) Posted:
Can some experts here please enlighten me
the huge sell queues - are they sell orders or short orders
if sell orders - who are the sellers
appreciate the replies - I' m still learning |
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I can only tell you the liquidity for SM is still intact, the funds are still churning.
MANFREDTMK ( Date: 08-Apr-2022 10:40) Posted:
Sell orders, by those who bought around 8 cents plus and can't tahan to lock in the profit.
baybefaze ( Date: 08-Apr-2022 09:40) Posted:
Can some experts here please enlighten me
the huge sell queues - are they sell orders or short orders
if sell orders - who are the sellers
appreciate the replies - I' m still learning |
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Sell orders, by those who bought around 8 cents plus and can't tahan to lock in the profit.
baybefaze ( Date: 08-Apr-2022 09:40) Posted:
Can some experts here please enlighten me
the huge sell queues - are they sell orders or short orders
if sell orders - who are the sellers
appreciate the replies - I' m still learning |
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Hope all make money!!
Hope to see above $0.11 today!!!
mrwise ( Date: 08-Apr-2022 09:37) Posted:
GOOD NEWS COMING SOON!!!!??
mrwise ( Date: 08-Apr-2022 09:33) Posted:
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Why engage in postings war.. Don't like just ignore.. Let the share price does the talking if you are vested..
Can some experts here please enlighten me
the huge sell queues - are they sell orders or short orders
if sell orders - who are the sellers
appreciate the replies - I' m still learning
today jusy play this one, put money take money
