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SEMBMARINE - A NEW CHAPTER - DEMERGED
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Yes, true we must DYODD. Some can sing praise and worship the counter, but the first to run when thing turn sour, so must DYODD, cannot listen deafly, if there is such word
ckmpd1 ( Date: 22-Mar-2022 09:43) Posted:
Yes.  To each his own.  Dont listen to speculators here.  DYODD
newbie19 ( Date: 22-Mar-2022 09:40) Posted:
Yes, his daily purchased is kia c lang.....i was also caught off guard and sold at a lost of $10K+....
But, he did mention he also caught off guard and sold some at a lost in order to buy the rights.....
Verdict is to each his own, he can paint a very beautiful picture bla bla bla......But, from what i see, his post at times is very tempting!!!!!
Don`t buy also cannot that type of feelings..............
Final decision is yourself.... |
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Wise.  Hope for the best but prepare for the worst.  We dont know which way it will go until it is officially announced
PHInsider63 ( Date: 22-Mar-2022 10:01) Posted:
Yes.
I cannot disagree cos without real significant contract wins, all positives are mere illusions and hopes.
Let s prepare for the worst and hope for the best
ckmpd1 ( Date: 22-Mar-2022 09:53) Posted:
| Yes.  can hope for big contract win and sustained profits.  But these are uncertain times and companies are reluctant to sign new big contracts.  And for SCM, present contracts are running low.  As at Dec 2021, abt $1B of contracts.  That is not much compared to KOM' s $6B.  Hope may remain just hop |
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In the meantime Sembmarine is quietly inching up
Yes.
I cannot disagree cos without real significant contract wins, all positives are mere illusions and hopes.
Let s prepare for the worst and hope for the best
ckmpd1 ( Date: 22-Mar-2022 09:53) Posted:
Yes.  can hope for big contract win and sustained profits.  But these are uncertain times and companies are reluctant to sign new big contracts.  And for SCM, present contracts are running low.  As at Dec 2021, abt $1B of contracts.  That is not much compared to KOM' s $6B.  Hope may remain just hope
PHInsider63 ( Date: 22-Mar-2022 09:42) Posted:
That is real.
Without meaningful contract wins, the existing projects delivered (though converted to cash) will dry up in no time.
I agree that SM needs to win substantial contracts, else gg in long run. But this year is home and dry. Next year, no eyes see till some contract wins |
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Yes.  I too expect terms to favour KC SHs, probably at the expense of SCM SHs.  Time will tell
SteveJobless ( Date: 22-Mar-2022 08:45) Posted:
Deal will go through only with terms favourable to KC and her shareholders.
newbie19 ( Date: 22-Mar-2022 08:41) Posted:
| Definately YES, maybe this week or next...whether the deal will go through eventually nobody knows...that will take another couple of months.. |
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Yes.  can hope for big contract win and sustained profits.  But these are uncertain times and companies are reluctant to sign new big contracts.  And for SCM, present contracts are running low.  As at Dec 2021, abt $1B of contracts.  That is not much compared to KOM' s $6B.  Hope may remain just hope
PHInsider63 ( Date: 22-Mar-2022 09:42) Posted:
That is real.
Without meaningful contract wins, the existing projects delivered (though converted to cash) will dry up in no time.
I agree that SM needs to win substantial contracts, else gg in long run. But this year is home and dry. Next year, no eyes see till some contract wins.
ckmpd1 ( Date: 22-Mar-2022 09:37) Posted:
| Agree.  That' s how I see it unless SCM is able to turn the company around by winning new contracts and make profits soon.  Otherwise SV+CM will need money.  Where to go money ?  banks or RI |
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Yes.  To each his own.  Dont listen to speculators here.  DYODD
newbie19 ( Date: 22-Mar-2022 09:40) Posted:
Yes, his daily purchased is kia c lang.....i was also caught off guard and sold at a lost of $10K+....
But, he did mention he also caught off guard and sold some at a lost in order to buy the rights.....
Verdict is to each his own, he can paint a very beautiful picture bla bla bla......But, from what i see, his post at times is very tempting!!!!!
Don`t buy also cannot that type of feelings..............
Final decision is yourself.....
TigerPlay ( Date: 22-Mar-2022 09:28) Posted:
| I was very curious how he ' know' so much about SCM. Is he a director or someone BIG in SCM, he seem to be on a buying spree the other time, buying on a daily basis and posted for all to see and share and some followed. But, 1 big question on my mind is .....he know so much, but din have a faint idea of the coming right at 8cts and kenna caught off guard, that is strange to me leh...but he ran fast, at 15.6cts which he posted much later, not at the time he ran...then many incuding me kenna caught and need to let go at a big loss....I was wondering if he sound it out when he ran, could it see many more from big losses? Of course, even if he sound out, we still need to make our own decision lor.. |
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That is real.
Without meaningful contract wins, the existing projects delivered (though converted to cash) will dry up in no time.
I agree that SM needs to win substantial contracts, else gg in long run. But this year is home and dry. Next year, no eyes see till some contract wins.
ckmpd1 ( Date: 22-Mar-2022 09:37) Posted:
Agree.  That' s how I see it unless SCM is able to turn the company around by winning new contracts and make profits soon.  Otherwise SV+CM will need money.  Where to go money ?  banks or RI?
TigerPlay ( Date: 22-Mar-2022 08:16) Posted:
| My take is 2022 will see continued losses and likely 2023 too. So, based on this, a 3rd right has to take place, if not the buz cannot substain any longe |
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Thanks.  He has been wrong many times.  He bought SCM at 40c and was loading at 30c.  Not credible.  Pure speculation and misleading the novices
I will wait for official announcement
SteveJobless ( Date: 22-Mar-2022 08:33) Posted:
You should go check out the other forum " Sembmarine - Green is the new gold - a better future" , and consult " Better" over there, as I believe (I may be wrong though) that he will not only be able to tell you not just when the announcement shall be, but including the T& C for the same  
ckmpd1 ( Date: 22-Mar-2022 07:45) Posted:
| Will there be an announcement regarding KOM and SCM soon?  Many are waiting anxiously |
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Yes, his daily purchased is kia c lang.....i was also caught off guard and sold at a lost of $10K+....
But, he did mention he also caught off guard and sold some at a lost in order to buy the rights.....
Verdict is to each his own, he can paint a very beautiful picture bla bla bla......But, from what i see, his post at times is very tempting!!!!!
Don`t buy also cannot that type of feelings..............
Final decision is yourself.....
TigerPlay ( Date: 22-Mar-2022 09:28) Posted:
I was very curious how he ' know' so much about SCM. Is he a director or someone BIG in SCM, he seem to be on a buying spree the other time, buying on a daily basis and posted for all to see and share and some followed. But, 1 big question on my mind is .....he know so much, but din have a faint idea of the coming right at 8cts and kenna caught off guard, that is strange to me leh...but he ran fast, at 15.6cts which he posted much later, not at the time he ran...then many incuding me kenna caught and need to let go at a big loss....I was wondering if he sound it out when he ran, could it see many more from big losses? Of course, even if he sound out, we still need to make our own decision lor...
SteveJobless ( Date: 22-Mar-2022 08:33) Posted:
You should go check out the other forum " Sembmarine - Green is the new gold - a better future" , and consult " Better" over there, as I believe (I may be wrong though) that he will not only be able to tell you not just when the announcement shall be, but including the T& C for the same   |
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Agree.  That' s how I see it unless SCM is able to turn the company around by winning new contracts and make profits soon.  Otherwise SV+CM will need money.  Where to go money ?  banks or RI?
TigerPlay ( Date: 22-Mar-2022 08:16) Posted:
My take is 2022 will see continued losses and likely 2023 too. So, based on this, a 3rd right has to take place, if not the buz cannot substain any longer
ckmpd1 ( Date: 21-Mar-2022 16:41) Posted:
| I agree with you.  1Q FY2022 ends next week.  So far it seems that SCM continues to lose abt $80m to $100m a month.  Unless something drastically happens next few months, SCM is likely to end in the red for 202 |
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I was very curious how he ' know' so much about SCM. Is he a director or someone BIG in SCM, he seem to be on a buying spree the other time, buying on a daily basis and posted for all to see and share and some followed. But, 1 big question on my mind is .....he know so much, but din have a faint idea of the coming right at 8cts and kenna caught off guard, that is strange to me leh...but he ran fast, at 15.6cts which he posted much later, not at the time he ran...then many incuding me kenna caught and need to let go at a big loss....I was wondering if he sound it out when he ran, could it see many more from big losses? Of course, even if he sound out, we still need to make our own decision lor...
SteveJobless ( Date: 22-Mar-2022 08:33) Posted:
You should go check out the other forum " Sembmarine - Green is the new gold - a better future" , and consult " Better" over there, as I believe (I may be wrong though) that he will not only be able to tell you not just when the announcement shall be, but including the T& C for the same  
ckmpd1 ( Date: 22-Mar-2022 07:45) Posted:
| Will there be an announcement regarding KOM and SCM soon?  Many are waiting anxiously |
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Yes. precisely.......BUT i do hope the deal will go through and for KC SH to distribute SCM free shares....(Just like SCI.....4.911 shares)
who knows, maybe 1 KC share = 5.5 SCM free shares worth 9cts each..
Hope only..
SteveJobless ( Date: 22-Mar-2022 08:45) Posted:
Deal will go through only with terms favourable to KC and her shareholders.
newbie19 ( Date: 22-Mar-2022 08:41) Posted:
| Definately YES, maybe this week or next...whether the deal will go through eventually nobody knows...that will take another couple of months.. |
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Deal will go through only with terms favourable to KC and her shareholders.
newbie19 ( Date: 22-Mar-2022 08:41) Posted:
Definately YES, maybe this week or next...whether the deal will go through eventually nobody knows...that will take another couple of months...
ckmpd1 ( Date: 22-Mar-2022 07:45) Posted:
| Will there be an announcement regarding KOM and SCM soon?  Many are waiting anxiously |
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Definately YES, maybe this week or next...whether the deal will go through eventually nobody knows...that will take another couple of months...
ckmpd1 ( Date: 22-Mar-2022 07:45) Posted:
| Will there be an announcement regarding KOM and SCM soon?  Many are waiting anxiously |
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You should go check out the other forum " Sembmarine - Green is the new gold - a better future" , and consult " Better" over there, as I believe (I may be wrong though) that he will not only be able to tell you not just when the announcement shall be, but including the T& C for the same 

ckmpd1 ( Date: 22-Mar-2022 07:45) Posted:
| Will there be an announcement regarding KOM and SCM soon?  Many are waiting anxiously |
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My take is 2022 will see continued losses and likely 2023 too. So, based on this, a 3rd right has to take place, if not the buz cannot substain any longer
ckmpd1 ( Date: 21-Mar-2022 16:41) Posted:
I agree with you.  1Q FY2022 ends next week.  So far it seems that SCM continues to lose abt $80m to $100m a month.  Unless something drastically happens next few months, SCM is likely to end in the red for 2022
weekaykee ( Date: 21-Mar-2022 16:22) Posted:
| But SCM is still heading for a loss of $300m - $500m for 2022 and possibly 2023. By 2023, oil prices start heading down, and there goes the window of opportunity to grab some contracts even though they never seized it in the first place.  |
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Will there be an announcement regarding KOM and SCM soon?  Many are waiting anxiously
yes, indeed
SteveJobless ( Date: 21-Mar-2022 22:43) Posted:
Better can double the sales value of the Ropax from $20mil to $40mil instantly. Changing of tide is just a walk in the park.
ckmpd1 ( Date: 21-Mar-2022 18:02) Posted:
| almost three months have passed, still no indication of change of tide for SC |
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Better can double the sales value of the Ropax from $20mil to $40mil instantly. Changing of tide is just a walk in the park.
ckmpd1 ( Date: 21-Mar-2022 18:02) Posted:
almost three months have passed, still no indication of change of tide for SCM
SteveJobless ( Date: 21-Mar-2022 17:41) Posted:
| Yes based on the last audited accounts obviously. In the unlikely event of profit this year, it won' t be enough to offest the cumulated losses. That is why the dividend payout, if any, is in Panadol |
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