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SEMBMARINE - A NEW CHAPTER - DEMERGED

Totally agree.  The fact that merger is taking longer than expected to finalise can mean that details are still being trashed out. KC is holding the trump card and in the driving seat in the negotiations

SteveJobless      ( Date: 19-Mar-2022 10:28) Posted: Impatience kills! Merger details Q1 2022 barely 2 weeks from now. It would not be beneficial to SHs of SM if merger is without replacing CEO of SM swiftly. ckmpd1      ( Date: 18-Mar-2022 16:43) Posted: I wanted to buy more SCM in 2020 when I was given 4.911SCM for every KC share when they demerged.  I saw a lot of potential in SCM then but when it kept losing money and went for the 2nd RI last year, I sold all my SCM.  So whether I am positive or negative is not fixed.

 

Impatience kills! Merger details Q1 2022 barely 2 weeks from now. It would not be beneficial to SHs of SM if merger is without replacing CEO of SM swiftly.

ckmpd1      ( Date: 18-Mar-2022 16:43) Posted: I wanted to buy more SCM in 2020 when I was given 4.911SCM for every KC share when they demerged.  I saw a lot of potential in SCM then but when it kept losing money and went for the 2nd RI last year, I sold all my SCM.  So whether I am positive or negative is not fixed.    PHInsider63      ( Date: 18-Mar-2022 16:17) Posted: Leader of Positivist Camp: Better Assistant Leader: Manfried Leader of Negativists: CKmpd1 Assistant Leader: SteveJobless Let s continue our gentleman?s exchanges This forum will be full of substance. Have a nice weekend

 

Thanks

PHInsider63      ( Date: 18-Mar-2022 16:48) Posted: I see. I think this may be the time to be long. Not sure. Cos I don normally recommend. ckmpd1      ( Date: 18-Mar-2022 16:43) Posted: I wanted to buy more SCM in 2020 when I was given 4.911SCM for every KC share when they demerged.  I saw a lot of potential in SCM then but when it kept losing money and went for the 2nd RI last year, I sold all my SCM.  So whether I am positive or negative is not fixed.

 

I see.
I think this may be the time to be long.
Not sure. Cos I don normally recommend.

ckmpd1      ( Date: 18-Mar-2022 16:43) Posted: I wanted to buy more SCM in 2020 when I was given 4.911SCM for every KC share when they demerged.  I saw a lot of potential in SCM then but when it kept losing money and went for the 2nd RI last year, I sold all my SCM.  So whether I am positive or negative is not fixed.    PHInsider63      ( Date: 18-Mar-2022 16:17) Posted: Leader of Positivist Camp: Better Assistant Leader: Manfried Leader of Negativists: CKmpd1 Assistant Leader: SteveJobless Let s continue our gentleman?s exchanges This forum will be full of substance. Have a nice weekend

 

I wanted to buy more SCM in 2020 when I was given 4.911SCM for every KC share when they demerged.  I saw a lot of potential in SCM then but when it kept losing money and went for the 2nd RI last year, I sold all my SCM.  So whether I am positive or negative is not fixed.   

PHInsider63      ( Date: 18-Mar-2022 16:17) Posted: Leader of Positivist Camp: Better Assistant Leader: Manfried Leader of Negativists: CKmpd1 Assistant Leader: SteveJobless Let s continue our gentleman?s exchanges This forum will be full of substance. Have a nice weekend. ckmpd1      ( Date: 18-Mar-2022 16:04) Posted: SJ is a public forum.  We share our views.  No right answer, no wrong answer.  Only views and opinions.  No one shd get angry, or frustrated or troubled

 

Yes.  Our views are based on rational, logical facts and not on emotions or gut feel. 

SteveJobless      ( Date: 18-Mar-2022 16:32) Posted: Rationality prevails. There is no such thing as positivist or negativist. Only myopic people thinks so.  PHInsider63      ( Date: 18-Mar-2022 16:17) Posted: Leader of Positivist Camp: Better Assistant Leader: Manfried Leader of Negativists: CKmpd1 Assistant Leader: SteveJobless Let s continue our gentleman?s exchanges This forum will be full of substance. Have a nice weekend

 

Rationality prevails. There is no such thing as positivist or negativist. Only myopic people thinks so. 

PHInsider63      ( Date: 18-Mar-2022 16:17) Posted: Leader of Positivist Camp: Better Assistant Leader: Manfried Leader of Negativists: CKmpd1 Assistant Leader: SteveJobless Let s continue our gentleman?s exchanges This forum will be full of substance. Have a nice weekend. ckmpd1      ( Date: 18-Mar-2022 16:04) Posted: SJ is a public forum.  We share our views.  No right answer, no wrong answer.  Only views and opinions.  No one shd get angry, or frustrated or troubled

 

Leader of Positivist Camp: Better
Assistant Leader: Manfried

Leader of Negativists: CKmpd1
Assistant Leader: SteveJobless

Let s continue our gentleman?s exchanges
This forum will be full of substance.
Have a nice weekend.

ckmpd1      ( Date: 18-Mar-2022 16:04) Posted: SJ is a public forum.  We share our views.  No right answer, no wrong answer.  Only views and opinions.  No one shd get angry, or frustrated or troubled  PHInsider63      ( Date: 18-Mar-2022 16:01) Posted: Yeah man. Agree

 

PHInsider63      ( Date: 18-Mar-2022 16:08) Posted: That s the spirit, bro. We agree to disagree and we disagree to agree We are all out to make money and not enemies. That s the way. Full concurrence. ckmpd1      ( Date: 18-Mar-2022 16:04) Posted: SJ is a public forum.  We share our views.  No right answer, no wrong answer.  Only views and opinions.  No one shd get angry, or frustrated or troubled

 

That s the spirit, bro.
We agree to disagree and we disagree to agree
We are all out to make money and not enemies.
That s the way.
Full concurrence.

ckmpd1      ( Date: 18-Mar-2022 16:04) Posted: SJ is a public forum.  We share our views.  No right answer, no wrong answer.  Only views and opinions.  No one shd get angry, or frustrated or troubled  PHInsider63      ( Date: 18-Mar-2022 16:01) Posted: Yeah man. Agree

 

SJ is a public forum.  We share our views.  No right answer, no wrong answer.  Only views and opinions.  No one shd get angry, or frustrated or troubled 

PHInsider63      ( Date: 18-Mar-2022 16:01) Posted: Yeah man. Agree ckmpd1      ( Date: 18-Mar-2022 16:00) Posted:   Let us wait and se

 

Yeah man. Agree

ckmpd1      ( Date: 18-Mar-2022 16:00) Posted:   Let us wait and see PHInsider63      ( Date: 18-Mar-2022 15:58) Posted: Perhaps macro and micro environments have turned better? Perhaps their investment protocol has changed? Not sure really but never say never. I understand your stance

 

  Let us wait and see

PHInsider63      ( Date: 18-Mar-2022 15:58) Posted: Perhaps macro and micro environments have turned better? Perhaps their investment protocol has changed? Not sure really but never say never. I understand your stance. ckmpd1      ( Date: 18-Mar-2022 15:52) Posted: If TH didnt want to take it private in 2021, what makes it want to take in private in Mar 2022

 

Perhaps macro and micro environments have turned better?
Perhaps their investment protocol has changed?
Not sure really but never say never.
I understand your stance.

ckmpd1      ( Date: 18-Mar-2022 15:52) Posted: If TH didnt want to take it private in 2021, what makes it want to take in private in Mar 2022? PHInsider63      ( Date: 18-Mar-2022 15:51) Posted: Bro MGO @ 0.08 was customary because Temasek did not wish to take it private then. Situations, both micro and macro, have changed to the better, I would say much better. Temasek May change their minds to take SM private but not willing to pay high price. I agree with you because it is public funds and Temasek is not a charitable organization. But sometimes, their investment protocol is really unfathomable.

 

If TH didnt want to take it private in 2021, what makes it want to take in private in Mar 2022?

PHInsider63      ( Date: 18-Mar-2022 15:51) Posted: Bro MGO @ 0.08 was customary because Temasek did not wish to take it private then. Situations, both micro and macro, have changed to the better, I would say much better. Temasek May change their minds to take SM private but not willing to pay high price. I agree with you because it is public funds and Temasek is not a charitable organization. But sometimes, their investment protocol is really unfathomable. ckmpd1      ( Date: 18-Mar-2022 15:47) Posted: If Temasek had plans to take SCM private, it wld have offered 10c for MGO.  It wld have attracted many to take up MGO at 10c. By virtue that Temasek offered 8c last year, i reasoned that TH intends to discourage SHs from giving up SC

 

Bro
MGO @ 0.08 was customary because Temasek did not wish to take it private then.
Situations, both micro and macro, have changed to the better, I would say much better.
Temasek May change their minds to take SM private but not willing to pay high price. I agree with you because it is public funds and Temasek is not a charitable organization.
But sometimes, their investment protocol is really unfathomable.

ckmpd1      ( Date: 18-Mar-2022 15:47) Posted: If Temasek had plans to take SCM private, it wld have offered 10c for MGO.  It wld have attracted many to take up MGO at 10c. By virtue that Temasek offered 8c last year, i reasoned that TH intends to discourage SHs from giving up SCM ckmpd1      ( Date: 18-Mar-2022 15:42) Posted: If you agree with this basic principle that Temasek is not a charity and must be careful to spend public money, what happens if Temasek decides not to take take SCM private but instead wants to keep it listed?  If SCM keeps losing money, then where shd more money come from? Some presume that SCM will be too important to be privatised while others are hoping that Temasek will take SCM private.  Time will tell

 

If Temasek had plans to take SCM private, it wld have offered 10c for MGO.  It wld have attracted many to take up MGO at 10c.

By virtue that Temasek offered 8c last year, i reasoned that TH intends to discourage SHs from giving up SCM

ckmpd1      ( Date: 18-Mar-2022 15:42) Posted: If you agree with this basic principle that Temasek is not a charity and must be careful to spend public money, what happens if Temasek decides not to take take SCM private but instead wants to keep it listed?  If SCM keeps losing money, then where shd more money come from? Some presume that SCM will be too important to be privatised while others are hoping that Temasek will take SCM private.  Time will tell   PHInsider63      ( Date: 18-Mar-2022 15:10) Posted: I totally agree with both CK and Steve in this regard. That s why the price seems artificially suppressed albeit the robust macro outlook for this industry, SM price did not move up much unlike the Rexes and the Geos. I posted this price suppression suspicion much earlier. If SM were privatized, it will be obvious there might be an element of conspiracy theory to press down the price so that the offeror needs not offer so high. The Weighted Average price over which X period is crucial if this happens. My ideal price of 0.124 is not unrealistic. It will neither be a charitable nor a mercenary price level. As what Manfried stated earlier, let s all wait.

 

If you agree with this basic principle that Temasek is not a charity and must be careful to spend public money, what happens if Temasek decides not to take take SCM private but instead wants to keep it listed?  If SCM keeps losing money, then where shd more money come from?

Some presume that SCM will be too important to be privatised while others are hoping that Temasek will take SCM private.  Time will tell

 

PHInsider63      ( Date: 18-Mar-2022 15:10) Posted: I totally agree with both CK and Steve in this regard. That s why the price seems artificially suppressed albeit the robust macro outlook for this industry, SM price did not move up much unlike the Rexes and the Geos. I posted this price suppression suspicion much earlier. If SM were privatized, it will be obvious there might be an element of conspiracy theory to press down the price so that the offeror needs not offer so high. The Weighted Average price over which X period is crucial if this happens. My ideal price of 0.124 is not unrealistic. It will neither be a charitable nor a mercenary price level. As what Manfried stated earlier, let s all wait. ckmpd1      ( Date: 18-Mar-2022 14:57) Posted: Agree. Temasek manages public funds. It is not a charity, it cant be frivolou

 

I totally agree with both CK and Steve in this regard.
That s why the price seems artificially suppressed albeit the robust macro outlook for this industry, SM price did not move up much unlike the Rexes and the Geos. I posted this price suppression suspicion much earlier.

If SM were privatized, it will be obvious there might be an element of conspiracy theory to press down the price so that the offeror needs not offer so high. The Weighted Average price over which X period is crucial if this happens.

My ideal price of 0.124 is not unrealistic. It will neither be a charitable nor a mercenary price level.

As what Manfried stated earlier, let s all wait.

ckmpd1      ( Date: 18-Mar-2022 14:57) Posted: Agree. Temasek manages public funds. It is not a charity, it cant be frivolous SteveJobless      ( Date: 18-Mar-2022 14:52) Posted: Remember SMRT! How much premium over the traded price when it was delisted? Managing expectation is important. SMRT was a monopoly business, and SMRT was running the trains with a daily  voluminous business on an all cash payment basis only. Yet SMRT SHs did not get much when SMRT was delisted. Is SM running a monopoly business and have similar daily voluminous cash receipts? If not, and if TH wants to delist SM, I tend to believe that the offer price will be far from attractive.

 

Bottom line all those vested in SM are punters and Gamblers aka investors who 50-50 double up or double down