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Seatrium Ltd    Last:2.01    -0.02

Seatrium - Sea of Hopes & Atrium of Surprises (II)

 Post Reply 4361-4380 of 4738
 
Tob231
    18-Sep-2024 18:14  
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you are right. market has changed
TARGET RATE (BPS) PROBABILITY(%)
NOW  * 1 DAY
17 SEP 2024
1 WEEK
11 SEP 2024
1 MONTH
16 AUG 2024
475-500  65.0% 64.0% 14.0% 25.0%
500-525  35.0% 36.0% 86.0% 75.0
 
 
BinderyT
    18-Sep-2024 18:02  
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Opposite.   Market is pricing 65% probability of 0.5% rate cut.   Only 35% probability of 0.25%.

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

Tob231      ( Date: 18-Sep-2024 17:47) Posted:

More than 60% expected 0.25%
Meeting market expectation
0.5% will make the market jump

 
 
huattuatua
    18-Sep-2024 17:49  
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actually historically, the mkt usually falls after the rate cuts

concurr with u that it will be a 25 bhp cut

fed will take its own sweet time to gradually cut the rates and not in a hurry to do so epecially theres no impending recession fears in the US.

 

BinderyT      ( Date: 18-Sep-2024 17:32) Posted:

It will follow US' s market reaction to rate decision.   Frankly, everyone is just quessing what the reaction will be.   Historically, it should be bullish but the expectation for a 0.5% is way too high and Fed might disappoint with 0.25%.

Eagle88      ( Date: 18-Sep-2024 17:14) Posted:

FINAL 168 - tomorrow any guess


 

 
Tob231
    18-Sep-2024 17:47  
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More than 60% expected 0.25%
Meeting market expectation
0.5% will make the market jump
 
 
BinderyT
    18-Sep-2024 17:32  
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It will follow US' s market reaction to rate decision.   Frankly, everyone is just quessing what the reaction will be.   Historically, it should be bullish but the expectation for a 0.5% is way too high and Fed might disappoint with 0.25%.

Eagle88      ( Date: 18-Sep-2024 17:14) Posted:

FINAL 168 - tomorrow any guess ?

Chansenghoe1971      ( Date: 18-Sep-2024 15:32) Posted:

KO at 170 soon


 
 
Eagle88
    18-Sep-2024 17:14  
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FINAL 168 - tomorrow any guess ?

Chansenghoe1971      ( Date: 18-Sep-2024 15:32) Posted:

KO at 170 soon

 

 
Joyoftheworld
    18-Sep-2024 17:13  
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As expected, close at 168 toiday.  We need more of Eugesun' s taboo reverse power x 2 to bring it down to 162 by Friday. 

Joyoftheworld      ( Date: 18-Sep-2024 10:11) Posted:

Eugesun casted the reverse taboo spell. He is a powerful wizard. Looks like I am not going to breakeven just yet.

BinderyT      ( Date: 18-Sep-2024 10:06) Posted:

Ok, own up.   Who cast the Freeze spell?


 
 
Tob231
    18-Sep-2024 17:04  
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they already had funding. 
recently one counter i was looking at was dropping before xd, i thought maybe not the right time to buy
miscalculated. i should have entered and collect the dividends plus the price went up ... 
some people machiam guru ... maybe got insider news. all the best to you 
dyodd 
 
 
MrBear12
    18-Sep-2024 15:33  
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Seatrium leverage considered high. They probably wanna first lower it.
Also, i doubt it will be so easy to obtain funding

Eagle88      ( Date: 18-Sep-2024 15:31) Posted:

Dont need to buy with cash, can borrow from Banks who are willing to lend billions especially interest rate is coming down and offer Seatrium shares to Dyna-Mac share holders !!! I wont mind accepting Seatrium shares !!! LOL

MrBear12      ( Date: 18-Sep-2024 15:26) Posted:

Seatrium not cash rich enuf


 
 
Chansenghoe1971
    18-Sep-2024 15:32  
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KO at 170 soon
 

 
Eagle88
    18-Sep-2024 15:31  
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Dont need to buy with cash, can borrow from Banks who are willing to lend billions especially interest rate is coming down and offer Seatrium shares to Dyna-Mac share holders !!! I wont mind accepting Seatrium shares !!! LOL

MrBear12      ( Date: 18-Sep-2024 15:26) Posted:

Seatrium not cash rich enuff

Eagle88      ( Date: 18-Sep-2024 15:24) Posted:

South Korea&rsquo s Hanwha Group has pounced on Singapore&rsquo s modules specialist Dyna-Mac Holdings as it positions itself to take advantage of the increasing global demand for floating offshore facilities with 83 FPSOs expected to be ordered by 2030.


 
 
Eagle88
    18-Sep-2024 15:29  
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Yes, just buy over from KC at 40 Cents !!! Not far sighted vs Hanwha !!! Now is the last chance for Seatrium or any TH vehicles to buy Dyna-Mac !!! May be just take the cash and sell anything left to other parties and may get lots of money !!! my own opinion nia !!! LOL

MrBear12      ( Date: 18-Sep-2024 15:24) Posted:

They could have bought it earlier. They did not. Must be regretting

 
 
MrBear12
    18-Sep-2024 15:26  
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Seatrium not cash rich enuff

Eagle88      ( Date: 18-Sep-2024 15:24) Posted:

South Korea&rsquo s Hanwha Group has pounced on Singapore&rsquo s modules specialist Dyna-Mac Holdings as it positions itself to take advantage of the increasing global demand for floating offshore facilities with 83 FPSOs expected to be ordered by 2030.

Eagle88      ( Date: 18-Sep-2024 15:22) Posted:

I will be the first one to vote for Seatrium to buy Dyna-Mac if Seatrium really serious to buy !!! 


 
 
Eagle88
    18-Sep-2024 15:24  
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South Korea&rsquo s Hanwha Group has pounced on Singapore&rsquo s modules specialist Dyna-Mac Holdings as it positions itself to take advantage of the increasing global demand for floating offshore facilities with 83 FPSOs expected to be ordered by 2030.

Eagle88      ( Date: 18-Sep-2024 15:22) Posted:

I will be the first one to vote for Seatrium to buy Dyna-Mac if Seatrium really serious to buy !!! 

Eagle88      ( Date: 18-Sep-2024 15:19) Posted:

I think it is a very good match for Seatrium to buy Dyna-Mac as now Hanwha is offering only 60 cents with discount of more than 50 to 60% to the offer price as Dyna-Mac is having more than 300 million cash without any debts, with 15% profit margin and projects order book of 700 millions and going to 1 Billions by early next year !!! 


 
 
MrBear12
    18-Sep-2024 15:24  
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They could have bought it earlier. They did not. Must be regretting
 

 
Eagle88
    18-Sep-2024 15:22  
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I will be the first one to vote for Seatrium to buy Dyna-Mac if Seatrium really serious to buy !!! 

Eagle88      ( Date: 18-Sep-2024 15:19) Posted:

I think it is a very good match for Seatrium to buy Dyna-Mac as now Hanwha is offering only 60 cents with discount of more than 50 to 60% to the offer price as Dyna-Mac is having more than 300 million cash without any debts, with 15% profit margin and projects order book of 700 millions and going to 1 Billions by early next year !!! 

MrBear12      ( Date: 18-Sep-2024 15:07) Posted:

DM will be a positive contributor of profit to Seatrium.


 
 
MrBear12
    18-Sep-2024 15:20  
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Can consider
 
 
Eagle88
    18-Sep-2024 15:19  
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I think it is a very good match for Seatrium to buy Dyna-Mac as now Hanwha is offering only 60 cents with discount of more than 50 to 60% to the offer price as Dyna-Mac is having more than 300 million cash without any debts, with 15% profit margin and projects order book of 700 millions and going to 1 Billions by early next year !!! 

MrBear12      ( Date: 18-Sep-2024 15:07) Posted:

DM will be a positive contributor of profit to Seatrium.


Eagle88      ( Date: 18-Sep-2024 15:04) Posted:

What will happen to Seatrium if Seatrium offer to buy Dyna-Mac ???


 
 
MrBear12
    18-Sep-2024 15:07  
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DM will be a positive contributor of profit to Seatrium.


Eagle88      ( Date: 18-Sep-2024 15:04) Posted:

What will happen to Seatrium if Seatrium offer to buy Dyna-Mac ???

 
 
Eagle88
    18-Sep-2024 15:04  
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What will happen to Seatrium if Seatrium offer to buy Dyna-Mac ???
 
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