Keppel
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Keppel Corp
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6861-6880 of 7137
Slow day for KC. Managed to buy some KC at $6.88
Bro , care to share what " surprises" u are expecting right ?
aragosta ( Date: 03-Oct-2022 11:13) Posted:
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It is good to get the proposed merger settled once and for all.
I am cautious confident of overwhelming approval and am planning to buy more KC.
DYODD. It is your money
aragosta ( Date: 03-Oct-2022 11:13) Posted:
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Yes. He fears he will be fully demolished.
Anyway there was a guy in the old SCM thread who was posting his daily buying of 40,000 SCM shares at very high prices and predicting that SCM will go to 40c. Maybe he is the guy. Poor chap. Must have lost his pants
newbie19 ( Date: 03-Oct-2022 11:05) Posted:
oic.......maybe he is fearful or feel unsafe...really nothing " better" to do....
aragosta ( Date: 03-Oct-2022 10:57) Posted:
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Agree.
These people are insidious.
They dare not back up with facts. Only dare speculate and insinuate to the point of lying. Only fools can agree with such baseless, factless speculations.
If they show facts, their speculations will be utterly demolished
aragosta ( Date: 03-Oct-2022 10:57) Posted:
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oic.......maybe he is fearful or feel unsafe...really nothing " better" to do....
aragosta ( Date: 03-Oct-2022 10:57) Posted:
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These envious minority SHs speculated, without facts, that KC (KOM) won the $2.8B and $2.9B contracts based on bidding below costs. Laughable speculation. Does KOM appear like a company which goes after contracts that will end up losing money? Does SCM Mgmt want to merge with such a company? Or does SCM Mgmt know better than these envious minority SHs?
ckmpd1 ( Date: 03-Oct-2022 06:59) Posted:
Some SCM minority SHs are envious of KOM winning big contracts. This envy results from SCM not able to win good and big contracts. KOM having $11+B contracts is a testimony of its good track record and confidence rig owners have in KOM.
Facts are:
1. 1H2022: KOM' s revenue was $503m, up 22% from 1H2021. EBITA was positive
2. 1H2022: SCM lost $142,9m. FY 2021, loss $1.175B. FY 2020 - Loss $587m. FY 2019 - Loss $137m
Rig owners dont trust given contracts to a builder which has been losing money over the years and facing problems like SCM.
KOM, bidding for contracts, bid under the solid umbrella of KC.
Which builder, KOM or SCM has better credibility?
The above are facts which no minority SHs can deny |
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China and Korea builders are formidable competitors. If SCM or KOM think they can stand alone against Chinese or Korean yards, they have to reexamine themselves
Observers ( Date: 03-Oct-2022 07:37) Posted:
China made huge breakthrus in ultra deep sea oil rigs. Just now flexing on CCTV as part of celebrations for their national day.
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China made huge breakthrus in ultra deep sea oil rigs. Just now flexing on CCTV as part of celebrations for their national day.
In the present competitive environment, to win contracts, past records and reputation are very important.
KC has been making money and giving good dividends. Its share price is rising meaning market has confidence in KC
SCM has been losing money over the last few years. Its share price has hit historical lows. Can such a company compete against KC, Korean and Chinese companies on the world stage?
.
ckmpd1 ( Date: 03-Oct-2022 06:59) Posted:
Some SCM minority SHs are envious of KOM winning big contracts. This envy results from SCM not able to win good and big contracts. KOM having $11+B contracts is a testimony of its good track record and confidence rig owners have in KOM.
Facts are:
1. 1H2022: KOM' s revenue was $503m, up 22% from 1H2021. EBITA was positive
2. 1H2022: SCM lost $142,9m. FY 2021, loss $1.175B. FY 2020 - Loss $587m. FY 2019 - Loss $137m
Rig owners dont trust given contracts to a builder which has been losing money over the years and facing problems like SCM.
KOM, bidding for contracts, bid under the solid umbrella of KC.
Which builder, KOM or SCM has better credibility?
The above are facts which no minority SHs can deny |
|
|
Some SCM minority SHs are envious of KOM winning big contracts. This envy results from SCM not able to win good and big contracts. KOM having $11+B contracts is a testimony of its good track record and confidence rig owners have in KOM.
Facts are:
1. 1H2022: KOM' s revenue was $503m, up 22% from 1H2021. EBITA was positive
2. 1H2022: SCM lost $142,9m. FY 2021, loss $1.175B. FY 2020 - Loss $587m. FY 2019 - Loss $137m
Rig owners dont trust given contracts to a builder which has been losing money over the years and facing problems like SCM.
KOM, bidding for contracts, bid under the solid umbrella of KC.
Which builder, KOM or SCM has better credibility?
The above are facts which no minority SHs can deny |
If Level33 knows snr management of scm or kc... Maybe is true 3rd week of Oct. News says within 4Q22.
beetlejuice ( Date: 02-Oct-2022 18:29) Posted:
Thot LeVeL33 folks said is 3rd week of Oct or late Oct?
Newbie, any latest update?
vicloo ( Date: 02-Oct-2022 13:40) Posted:
4thQ22, hope is early 1st Q
https://www.straitstimes.com/business/companies-markets/keppel-sembmarine-call-for-trading-halt-amid-potential-merge |
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Prefer that it's done and dusted, so we can move on
As of now still no latest update..i m not sure will whether still stick to
3rd week for end Oct for the announcement date..
Hope the fed rate hikes will not affect it..
beetlejuice ( Date: 02-Oct-2022 18:29) Posted:
Thot LeVeL33 folks said is 3rd week of Oct or late Oct?
Newbie, any latest update?
vicloo ( Date: 02-Oct-2022 13:40) Posted:
4thQ22, hope is early 1st Q
https://www.straitstimes.com/business/companies-markets/keppel-sembmarine-call-for-trading-halt-amid-potential-merge |
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Thot LeVeL33 folks said is 3rd week of Oct or late Oct?
Newbie, any latest update?
vicloo ( Date: 02-Oct-2022 13:40) Posted:
4thQ22, hope is early 1st Q
https://www.straitstimes.com/business/companies-markets/keppel-sembmarine-call-for-trading-halt-amid-potential-merger
ckmpd1 ( Date: 02-Oct-2022 13:23) Posted:
| Good question. They probably know when are the best times to hold the two EGMs to ensure overwhelming succes |
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Likely. Dec is normally a quiet month. so EGMs shd be this month or latest November
vicloo ( Date: 02-Oct-2022 13:40) Posted:
4thQ22, hope is early 1st Q
https://www.straitstimes.com/business/companies-markets/keppel-sembmarine-call-for-trading-halt-amid-potential-merger
ckmpd1 ( Date: 02-Oct-2022 13:23) Posted:
| Good question. They probably know when are the best times to hold the two EGMs to ensure overwhelming succes |
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Well said, aragosta. You are wise and make good points.
aragosta ( Date: 02-Oct-2022 13:50) Posted:
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4thQ22, hope is early 1st Q
https://www.straitstimes.com/business/companies-markets/keppel-sembmarine-call-for-trading-halt-amid-potential-merger
ckmpd1 ( Date: 02-Oct-2022 13:23) Posted:
Good question. They probably know when are the best times to hold the two EGMs to ensure overwhelming success
PiRPiR ( Date: 02-Oct-2022 13:20) Posted:
| Why can't they speed up the merger process |
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Good question. They probably know when are the best times to hold the two EGMs to ensure overwhelming success
PiRPiR ( Date: 02-Oct-2022 13:20) Posted:
| Why can't they speed up the merger process |
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Why can't they speed up the merger process
