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Bought 500lots at 138 wait for tmr gap up
Grubber ( Date: 25-Mar-2026 15:30) Posted:
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bb keeps eat 139, tomorrow gap up liao huat ah
Marco Polo Marine Limited (SGX: 5LY), or MPM &ndash Surfing the Wave of Higher Oil Prices
MPM is a prime beneficiary of higher oil prices.
As oil prices stay elevated, the group benefits from increased pricing power (higher charter rates) and stronger demand (higher fleet utilisation rates) for its fleet of offshore vessels (OSVs), which primarily provide logistics and operational support to the offshore oil & gas and renewable energy sectors.
In its first quarter of fiscal year 2026 (1QFY2026), the group&rsquo s revenue surged 27% year-on-year (YoY) to S$32.8 million, while gross profit jumped 32% to S$14.0 million.
This growth was underpinned by higher fleet utilisation, which improved to 76% (up from 71% a year ago), and a significant rise in average charter rates.
The group&rsquo s shipyard business may see a boost, driven by new contracts to construct OSVs &ndash a trend already evidenced by the group&rsquo s record shipbuilding order book seen in early 2026.
Additionally, the group&rsquo s renewables segment acts as a strategic hedge.
This allows MPM to benefit as the energy transition trend gains momentum to counteract the effects of higher oil prices.
The company is already seeing strong operational momentum in this segment its flagship vessel, MP Wind Archer, recently won the &ldquo Offshore Energy Vessel of the Year 2026&rdquo award and is currently supporting offshore wind operations in North Asia under a long-term contract.
Here is the key takeaway: higher oil prices benefit MPM through its traditional oil and gas exposure, while its pivot into renewables provides a powerful secondary growth engine and enhanced earnings visibility.
Many still stuck at 154/153/152.. big forced selling otw.. 🤨
Fell below placement price
Likely due to uncertainties in Taiwan Strait.. 🤨
PQTPQK ( Date: 24-Mar-2026 10:12) Posted:
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down again
Stocky901 ( Date: 23-Mar-2026 20:42) Posted:
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Tomorrow buy on opening..? 🧐
Nippon72 ( Date: 23-Mar-2026 20:08) Posted:
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Any possibilities of Atlantic Navigation & MPM have some form of collaboration in the future? Or even merger eventually?
Size & financial strength do matter at times.
Vested. Will be nibbling more if it ever drops near 13c.
Size & financial strength do matter at times.
Vested. Will be nibbling more if it ever drops near 13c.
Michael Kum raises stake in Marco Polo Marine to 5.77% after buying shares from Penguin International at 13 cents each
Investor Michael Kum has further raised his stake in Marco Polo Marine after buying 60 million shares at 13 cents each from Penguin International.
Kum, who is holding his investment in Marco Polo Marine via Halom Investments, now owns a total of 225 million shares, or 5.77% of the company.
He first emerged as a shareholder of Marco Polo Marine on Jan 22 after he paid 13 cents each for 150 million shares, buying from Apricot Capital.
Sean Lee, CEO of Marco Polo Marine, calls Kum " a luminary" in the maritime world, and his decision to make a further investment is the strongest possible validation of the " strategic direction, operational excellence, and the growth potential we are unlocking in both the offshore oil and gas and renewable energy sectors.& rdquo
Separately, on March 5, Kum, who is also a non-executive chairman of Atlantic Navigation, raised his stake by buying over $13 million worth of shares at 10 cents each via a married deal with CEO Bill Wong.
Kum, who holds his interest via an entity called Saeed Investment, now controls 75.1% of Atlantic Navigation, up from just over 50%.
Marco Polo Marine shares closed at 16 cents on March 6, unchanged for the day Atlantic Navigation shares closed at 12 cents, up 0.84%.
Stocky901 ( Date: 23-Mar-2026 16:12) Posted:
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Take cover immediately..Dropped to 13 series this week likely. 🧐
Thanks for the explanation.
You could be right as there is definitely value and potential in MPM.
Should hit 0.20 in time to come.
Vested.
You could be right as there is definitely value and potential in MPM.
Should hit 0.20 in time to come.
Vested.
Nippon72 ( Date: 21-Mar-2026 17:24) Posted:
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What I meant could be delibrately suppressed by some hidden hands to weed out retail impatient or short term players? In logical thinking, good news = price creep up, but it didn' t and dropped instead. Any price near or below Kum purchase price would be safe.
I don' t know how or the $$ means to do it, else won' t be so free to be typing on a lazy Sat afternoon.
Just my hunch feeling, vested for long term anyway.
I don' t know how or the $$ means to do it, else won' t be so free to be typing on a lazy Sat afternoon.
Just my hunch feeling, vested for long term anyway.
stlimst ( Date: 18-Mar-2026 21:30) Posted:
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Take cover immediately 🙂 selling down to 14 series?👎 👎
Goodwill77 ( Date: 18-Mar-2026 13:08) Posted:
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That' s neary 4-bagger. Impressive return.
Nippon72 ( Date: 18-Mar-2026 20:16) Posted:
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What is " artifically suppressed' ?
And how is that done?
Can share?
And how is that done?
Can share?
With this news coupled with veteran investor onboard, yet absolute price didn' t move or respond. I can only suspect MPM is being artificially suppressed. Vested, going to use CPFIS to nibble more for long term so that it need not test my patience.
Vested since 4.5c days.
Vested since 4.5c days.
JurongW ( Date: 18-Mar-2026 15:06) Posted:
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Go go go, tomorrow 180
Show slightly delayed, resuming soon
CGSI maintain target price of $0.20
MPM secured a long-term contract worth S$118m to provide emergency services to Taiwan Marine Port Bureau for 15 years.
Implied charter rate is better than our expectations we see limited upside to our FY26F-28F net profit estimates due to profit sharing.
Reiterate Add on multiple re-rating catalysts yet to materialise - contract for CSOV Plus, listing of Taiwan subsidiary, and newbuild order wins.
https://rfs.cgsi.com/api/download?file=58f53bac-24cd-4a8c-a436-f871caa753a5
MPM secured a long-term contract worth S$118m to provide emergency services to Taiwan Marine Port Bureau for 15 years.
Implied charter rate is better than our expectations we see limited upside to our FY26F-28F net profit estimates due to profit sharing.
Reiterate Add on multiple re-rating catalysts yet to materialise - contract for CSOV Plus, listing of Taiwan subsidiary, and newbuild order wins.
https://rfs.cgsi.com/api/download?file=58f53bac-24cd-4a8c-a436-f871caa753a5