Seatrium Ltd    Last:1.94    -0.02

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

Yes, Most likely Seatrium will win the arbitration and have more cash in hand...

Battle123      ( Date: 30-Nov-2025 13:56) Posted: At tis price is lelong lelong, lai lai offer offer, while stock last ah !!!!! watch can back 230 and to 250 ??

 

At tis price is lelong lelong, lai lai offer offer, while stock last ah !!!!!


watch can back 230 and to 250 ??

 

 

The ship owner want to go court to make claim to Seatruim to return the retaining money since cancellation of project already

 

To be fair, Sinktrium did not earmark anything. CEO said he does not have any control when the next contract win will be. $30 billion is what they are vying for together with 20 other competitors. Maybe they might win $1-2 billion out the $30 billion pool. Just saying.

n3wbie      ( Date: 28-Nov-2025 16:15) Posted: To be fair, some of those order book that were recognised year to date were legacy contracts which are either loss-making or very poor margins but at least they are winning new orders with teens margins so it will be constructive to refresh the order book with a higher quality one such as the $30b that they had earmarked. That is actually the first time ever that STM has given an order book target so... give chance and be patient or move on to other counters. Joyoftheworld      ( Date: 28-Nov-2025 09:38) Posted: That' s why price is depressed. They are running down $7+bil of order book over the past year but only secure a meagre $2 bil of new order. Deservingly depressed

 

To be fair, some of those order book that were recognised year to date were legacy contracts which are either loss-making or very poor margins but at least they are winning new orders with teens margins so it will be constructive to refresh the order book with a higher quality one such as the $30b that they had earmarked. That is actually the first time ever that STM has given an order book target so... give chance and be patient or move on to other counters.

Joyoftheworld      ( Date: 28-Nov-2025 09:38) Posted: That' s why price is depressed. They are running down $7+bil of order book over the past year but only secure a meagre $2 bil of new order. Deservingly depressed. Joelton      ( Date: 27-Nov-2025 12:06) Posted: Seatrium bags new BP contract lifts order book to more than S$2 billion The Tiber FPU marks Seatrium&rsquo s second consecutive deepwater project for BP   [SINGAPORE] Marine engineering company   Seatrium   : 5E2 +2.91% on Wednesday (Nov 26) said that it has won a BP Exploration and Production contract for the delivery of the Tiber Floating Production Unit (FPU).    The FPU will be located in the Gulf of Mexico &ndash renamed the Gulf of America by US President Donald Trump.   This latest contract win takes the company&rsquo s new contracts won for FY2025 to more than S$2 billion.    The Tiber FPU marks Seatrium&rsquo s second consecutive deepwater project for BP, following Kaskida FPU in December 2024.   Seatrium Energy International executive vice-president William Gu said that the contract &ldquo highlights Seatrium&rsquo s expanding foothold in the FPU segment&rdquo .   The Tiber FPU will have a production capacity of 80,000 barrels of crude oil per day and incorporate &ldquo advanced technologies&rdquo to enhance operational efficiency and safety.    Over 85 per cent of the Tiber FPU design will replicate the Kaskida FPU. This will help it capitalise on established design efficiencies, Seatrium said.    The topside for the Tiber FPU will be installed onto the hull using Seatrium&rsquo s single-lift integration methodology, enabled by its Goliath twin cranes with a combined lifting capacity of 30,000 tonnes.    The company said this approach allows the topside to be fully completed and tested at ground level.    The Tiber FPU adds to Seatrium&rsquo s growing portfolio of FPUs for leading global energy clients.    It follows the ongoing Shell Sparta and BP Kaskida FPU newbuilds and the successful completion of Shell&rsquo s Vito and Whale FPU newbuilds in 2021 and 2023, respectively.

 

Execute these projects well and on time and we will reap the rewards.

The contracts will roll in. Exponentially.

Trade with efficient execution and a good name

 

That' s why price is depressed. They are running down $7+bil of order book over the past year but only secure a meagre $2 bil of new order. Deservingly depressed.

Joelton      ( Date: 27-Nov-2025 12:06) Posted: Seatrium bags new BP contract lifts order book to more than S$2 billion The Tiber FPU marks Seatrium&rsquo s second consecutive deepwater project for BP   [SINGAPORE] Marine engineering company   Seatrium   : 5E2 +2.91% on Wednesday (Nov 26) said that it has won a BP Exploration and Production contract for the delivery of the Tiber Floating Production Unit (FPU).    The FPU will be located in the Gulf of Mexico &ndash renamed the Gulf of America by US President Donald Trump.   This latest contract win takes the company&rsquo s new contracts won for FY2025 to more than S$2 billion.    The Tiber FPU marks Seatrium&rsquo s second consecutive deepwater project for BP, following Kaskida FPU in December 2024.   Seatrium Energy International executive vice-president William Gu said that the contract &ldquo highlights Seatrium&rsquo s expanding foothold in the FPU segment&rdquo .   The Tiber FPU will have a production capacity of 80,000 barrels of crude oil per day and incorporate &ldquo advanced technologies&rdquo to enhance operational efficiency and safety.    Over 85 per cent of the Tiber FPU design will replicate the Kaskida FPU. This will help it capitalise on established design efficiencies, Seatrium said.    The topside for the Tiber FPU will be installed onto the hull using Seatrium&rsquo s single-lift integration methodology, enabled by its Goliath twin cranes with a combined lifting capacity of 30,000 tonnes.    The company said this approach allows the topside to be fully completed and tested at ground level.    The Tiber FPU adds to Seatrium&rsquo s growing portfolio of FPUs for leading global energy clients.    It follows the ongoing Shell Sparta and BP Kaskida FPU newbuilds and the successful completion of Shell&rsquo s Vito and Whale FPU newbuilds in 2021 and 2023, respectively.

 

 

Short squeeze... 😂 See if shorts will pump money in to keep price low...

eugesun      ( Date: 26-Nov-2025 10:28) Posted: Now is the time to load. They just released new contract news. Shorts have no momentum to drive down price further... Trainner      ( Date: 25-Nov-2025 13:40) Posted: Bro, I am waiting to load also (sold all my holding), how do you decide when to load

 

The narrative of 1) earnings recovery 2) pivot to focus on earnings quality with margin and ROE expansion once validated by improving financials q/q and y/y will naturally drive valuation and share price re-rating. At least, recent developments by management have been in the right direction so far.

 

May all who visit this forum be blessed by the Almighty with good health, sense and fortune.

luckyboy22      ( Date: 26-Nov-2025 17:11) Posted: Henceforth I will address you as LuckyBear  MrBear12      ( Date: 26-Nov-2025 16:23) Posted: Good for u luckyboy May I be luckybear too Trade with luckie

 

Henceforth I will address you as LuckyBear 

MrBear12      ( Date: 26-Nov-2025 16:23) Posted: Good for u luckyboy May I be luckybear too Trade with luckies luckyboy22      ( Date: 26-Nov-2025 15:17) Posted: I am still upbeat about SEATRIUM!!

 

Good for u luckyboy

May I be luckybear too

Trade with luckies

luckyboy22      ( Date: 26-Nov-2025 15:17) Posted: I am still upbeat about SEATRIUM!!! MrBear12      ( Date: 26-Nov-2025 15:13) Posted: Clear skies ahead. Buy with conviction Else, be an onlooker Roll the dice and see what life has in store for

 

I am still upbeat about SEATRIUM!!!

MrBear12      ( Date: 26-Nov-2025 15:13) Posted: Clear skies ahead. Buy with conviction Else, be an onlooker Roll the dice and see what life has in store for u Joyoftheworld      ( Date: 26-Nov-2025 13:13) Posted: I think that' s about it. The shower is over

 

Clear skies ahead.

Buy with conviction

Else, be an onlooker

Roll the dice and see what life has in store for u

Joyoftheworld      ( Date: 26-Nov-2025 13:13) Posted: I think that' s about it. The shower is over. Joyoftheworld      ( Date: 26-Nov-2025 10:33) Posted: The BP Kashida contract has been widely expected for the past month. Slightly delayed but finally here. Contract value about S$1+billion. A brief shower in the extended drought.

 

I think that' s about it. The shower is over.

Joyoftheworld      ( Date: 26-Nov-2025 10:33) Posted: The BP Kashida contract has been widely expected for the past month. Slightly delayed but finally here. Contract value about S$1+billion. A brief shower in the extended drought. n3wbie      ( Date: 26-Nov-2025 08:10) Posted: CGSI previously estimated the contract value to be US$750-850m.  Seatrium - Double Up On BP

 

He has sold most, if not all, of his Seatrium holdings. That is why I said many have abandoned ship. If he buys again, it is only for short term gain. BB not interested to push up the price to benefit punters. Which is fine with me 😊

eugesun      ( Date: 26-Nov-2025 11:00) Posted: He is here for short term lasted 5 years already, so he is a long term investor here. 😆 Caesar      ( Date: 26-Nov-2025 10:34) Posted: With so much negative vibes everyone has abandoned Seatrium, including the BB. So of course it is hopeless even after Billion dollars contract win. If you have no confidence with Seatrium, please don't buy and regret later and flood this thread with all your grievances that overshadows the cries of 孟 姜 女 at the Great Wall of China. Yes, please DYODD

 

Think I am not wrong ya?

luckyboy22      ( Date: 24-Nov-2025 13:23) Posted: The price has dropped very much and low. Now the BBs will be coming to scoop and push the price upwards. Time to standby your fund!

 

Yes he reminds us of the potential bui contracts seatrium will earn.

Have faith to move mountains

Slowly

Remember,

愚 公 移 山

eugesun      ( Date: 26-Nov-2025 11:00) Posted: He is here for short term lasted 5 years already, so he is a long term investor here. 😆 Caesar      ( Date: 26-Nov-2025 10:34) Posted: With so much negative vibes everyone has abandoned Seatrium, including the BB. So of course it is hopeless even after Billion dollars contract win. If you have no confidence with Seatrium, please don't buy and regret later and flood this thread with all your grievances that overshadows the cries of 孟 姜 女 at the Great Wall of China. Yes, please DYODD

 

He is here for short term lasted 5 years already, so he is a long term investor here. 😆

Caesar      ( Date: 26-Nov-2025 10:34) Posted: With so much negative vibes everyone has abandoned Seatrium, including the BB. So of course it is hopeless even after Billion dollars contract win. If you have no confidence with Seatrium, please don't buy and regret later and flood this thread with all your grievances that overshadows the cries of 孟 姜 女 at the Great Wall of China. Yes, please DYODD. ahbui8      ( Date: 26-Nov-2025 10:18) Posted: Never too late to buy this hopeless counter even after Billions contract win. 😂 this hopeless counter only can buy for short term. All long term holders earn shits only 😜