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Chansenghoe1971 Elite	14-Jun-2024 14:10        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	164 Chansenghoe1971      ( Date: 13-Jun-2024 11:08) Posted: Today should kiss 168 next few weeks tear down 168 on way to 164
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MrBear12 Supreme	14-Jun-2024 13:27        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	For certain items, yes. E.g The price of bread where I am increased from 71 cents a loaf in 2022 to 120 cents today. Cannot underestimate inflation. That is the key figure the fed is looking at when setting interest rates. Joyoftheworld      ( Date: 14-Jun-2024 13:22) Posted: 40+% inflation effect in less than 2 years? MrBear12      ( Date: 14-Jun-2024 12:32) Posted: Inflation effect
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Joyoftheworld Master	14-Jun-2024 13:25        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	I guess maybe...since all Shit5e2 staffs are getting 30-40% pay increment after merger. And CEO pay rumoured to be in excess of $5million this year. Joyoftheworld      ( Date: 14-Jun-2024 13:22) Posted: 40+% inflation effect in less than 2 years? MrBear12      ( Date: 14-Jun-2024 12:32) Posted: Inflation effect
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Joyoftheworld Master	14-Jun-2024 13:22        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	40+% inflation effect in less than 2 years? MrBear12      ( Date: 14-Jun-2024 12:32) Posted: Inflation effects Joyoftheworld      ( Date: 14-Jun-2024 11:29) Posted: Think about it, Keppel fels secured contract to build Petrobras FPSO in 2022 for USD2.8billion. A similar green enhanced Petrobras FPSO secured recently for USD4.15 billion.
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MrBear12 Supreme	14-Jun-2024 12:32        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Inflation effects Joyoftheworld      ( Date: 14-Jun-2024 11:29) Posted: Think about it, Keppel fels secured contract to build Petrobras FPSO in 2022 for USD2.8billion. A similar green enhanced Petrobras FPSO secured recently for USD4.15 billion.
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MrBear12 Supreme	14-Jun-2024 12:15        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	You will both get 168 Joyoftheworld      ( Date: 14-Jun-2024 11:31) Posted: Savior is queuing at 1.68 like me. Another 2 more months to taking off. Now loading business class passengers. MrBear12      ( Date: 14-Jun-2024 11:27) Posted: Savior is probably on leave today or sick. His 164 remains unfilled. Next week maybe... ... Below are reasons given by boss Chan why June is gonna be challenging for Seatrium. 160-170 range is for accumulation with various parties in ambush mode
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Joyoftheworld Master	14-Jun-2024 11:31        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	Savior is queuing at 1.68 like me. Another 2 more months to taking off. Now loading business class passengers. MrBear12      ( Date: 14-Jun-2024 11:27) Posted: Savior is probably on leave today or sick. His 164 remains unfilled. Next week maybe... ... Below are reasons given by boss Chan why June is gonna be challenging for Seatrium. 160-170 range is for accumulation with various parties in ambush mode. SAVIORFOREVER      ( Date: 13-Jun-2024 10:42) Posted: More importantly 164 Trade with desires and DYODD
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Joyoftheworld Master	14-Jun-2024 11:29        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	Think about it, Keppel fels secured contract to build Petrobras FPSO in 2022 for USD2.8billion. A similar green enhanced Petrobras FPSO secured recently for USD4.15 billion.
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MrBear12 Supreme	14-Jun-2024 11:27        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Savior is probably on leave today or sick. His 164 remains unfilled. Next week maybe... ... Below are reasons given by boss Chan why June is gonna be challenging for Seatrium. 160-170 range is for accumulation with various parties in ambush mode. SAVIORFOREVER      ( Date: 13-Jun-2024 10:42) Posted: More importantly 164 Trade with desires and DYODD Chansenghoe1971      ( Date: 13-Jun-2024 10:28) Posted: Why it will resume downtrend: 1) no more catalyst albeit some occasional contract wins 2) market more keen on contract execution than wins 3) time to h1 results still far 4) results may be surprisingly underachieving 5) sbb not sustainable and seems using it to give as pay in kind to insiders (wtf) 6) plenty of professional piranhas bear bb
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Joyoftheworld Master	14-Jun-2024 11:24        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	That is the margin pre covid during the offshore slump. After providing for the unexpected like law suits etc, it is almost zero. Now yard capacity is limited, no competition between K and S, and Shitt5e2 has the lead on green technology. Lastly, trade War between China and US is super positive for margin for Singapore. MrBear12      ( Date: 14-Jun-2024 11:16) Posted: Mine is a more conservative 5-10% gross margin. Joyoftheworld      ( Date: 14-Jun-2024 11:13) Posted: Shit5e2 is now the only one carrying the Singapore flag. Many global energy players will be obliged to patronise them because Singapore buy alot of LNG and crude oil from them. And with no infighting between Keppel and Semb for contracts, I am assuming gross margin would be north of 20%
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MrBear12 Supreme	14-Jun-2024 11:16        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Mine is a more conservative 5-10% gross margin. Joyoftheworld      ( Date: 14-Jun-2024 11:13) Posted: Shit5e2 is now the only one carrying the Singapore flag. Many global energy players will be obliged to patronise them because Singapore buy alot of LNG and crude oil from them. And with no infighting between Keppel and Semb for contracts, I am assuming gross margin would be north of 20%. MrBear12      ( Date: 14-Jun-2024 10:44) Posted: Joyoftheworld, The projects will come exponentially.
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Joyoftheworld Master	14-Jun-2024 11:13        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shit5e2 is now the only one carrying the Singapore flag. Many global energy players will be obliged to patronise them because Singapore buy alot of LNG and crude oil from them. And with no infighting between Keppel and Semb for contracts, I am assuming gross margin would be north of 20%. MrBear12      ( Date: 14-Jun-2024 10:44) Posted: Joyoftheworld, The projects will come exponentially.
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MrBear12 Supreme	14-Jun-2024 10:44        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Joyoftheworld, The projects will come exponentially.
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Joyoftheworld Master	14-Jun-2024 10:36        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	News out. Another billion dollar LNG project from middle eastern player. A billion here, 2 billion there...might really add up to something someday.
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Battle123 Elite	13-Jun-2024 22:19        Battle123 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	I think invest tis one have to be more patience leh
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Login20 Master	13-Jun-2024 12:51        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I believe he must be of somebody who is assigned as Perm Secretary to Ministry Of Finance. He is a President Scholar and 2 Stars General as Chief Of Navy for few years before. eugesun      ( Date: 12-Jun-2024 19:25) Posted: https://www.businesstimes.com.sg/companies-markets/lai-chung-han-leaving-seatrium-board-take-permanent-secretary-role-mof Huat ahh
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rlong8288 Master	13-Jun-2024 11:15        rlong8288 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lousy stock down again even with many new contracts/order win...........wondering ...... more contracts wins is eqau l to more losses
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Chansenghoe1971 Elite	13-Jun-2024 11:08        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today should kiss 168 next few weeks tear down 168 on way to 164
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n3wbie Elite	13-Jun-2024 10:51        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Agreed, it needs to be more programmatic to show to market that they are serious but also $100mn isnt a lot of money for a company of this size which is < 2% of the market cap even if they fully utilize it LoudShout      ( Date: 13-Jun-2024 10:24) Posted: No sustainedshare buybacks.  So after the two maiden share buybacks, share price subsequently plunged. Need to follow up if share price dips below the last share buyback.. else the bears will have great feasting after each SBS.
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SAVIORFOREVER Supreme	13-Jun-2024 10:42        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 0  Alert Admin	More importantly 164 Trade with desires and DYODD Chansenghoe1971      ( Date: 13-Jun-2024 10:28) Posted: Why it will resume downtrend: 1) no more catalyst albeit some occasional contract wins 2) market more keen on contract execution than wins 3) time to h1 results still far 4) results may be surprisingly underachieving 5) sbb not sustainable and seems using it to give as pay in kind to insiders (wtf) 6) plenty of professional piranhas bear bb
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