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Seatrium - Sea of Hopes & Atrium of Surprises (II) Post Reply Rate topic
kopi-boy Member	26-Nov-2021 12:26        kopi-boy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Do you know who are they?  Thanks. MANFREDTMK      ( Date: 26-Nov-2021 12:21) Posted: I only know over the last 3 months,1 institutions and 1 high networth sold 5b shares. Two fund and 1 high networth bought 9b shares. So overall, net buying MANFREDTMK      ( Date: 26-Nov-2021 12:17) Posted: Bro, you are sharp, still many hidden seller
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MANFREDTMK Master	26-Nov-2021 12:21        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	I only know over the last 3 months,1 institutions and 1 high networth sold 5b shares. Two fund and 1 high networth bought 9b shares. So overall, net buying MANFREDTMK      ( Date: 26-Nov-2021 12:17) Posted: Bro, you are sharp, still many hidden sellers MANFREDTMK      ( Date: 26-Nov-2021 10:55) Posted: Yes, they parked under Nominees. Vanguard Group held 1.75%, Black Rock 0.71% and Dimensional Finds 0.46%.The rest held less than 0.2%
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MANFREDTMK Master	26-Nov-2021 12:17        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, you are sharp, still many hidden sellers MANFREDTMK      ( Date: 26-Nov-2021 10:55) Posted: Yes, they parked under Nominees. Vanguard Group held 1.75%, Black Rock 0.71% and Dimensional Finds 0.46%.The rest held less than 0.2% better      ( Date: 25-Nov-2021 23:37) Posted: The short position of the Shortist is hidden and not available on the MAS website or anywhere. My estimation of the 1-2 billion short position is based on my observation of the market action over the past 5 months. How it works is that most institutional funds and family offices hold their shares with brokers or nominees firms. Apart from Startree, the top 15 shareholders are all brokers or nominee firms. They are not actually direct sharehodlers but are instead holding shares on behalf of institutional funds and family offices. A Shortist or consortium of shortists like Goldman Sach, JP Morgan, BOA etc would approach these brokers to borrow share scripts from them to sell and pay them an interest say 5% p.a. To MAS and the regulators, these are genuine sellers of shares.  Unlike naked short sellers who have to buy back their shorted shares in 3 days or so, the Shortist who borrowed scripts from brokers to sell can hold their short position for years if they wanted to. The risk to the shortist is if the share price surges unexpectedly, the broker may ask the Shortist to topup their margin or force buy back the position. However, that seldom happen as the Shortist are wall street sharks with the US printing press behind them unless there is a corporate buyout like in the case of SPH.  For this counter, the Shortist will likely not stay too long as Temasek already own 55% of SCM. A big chunk is owned by other institutions and higher net worth individuals. As the amount of shares owned by small retail dwindles, it will be harder and harder for them to play their game. The shortist is actively sponsoring articles on Upstream and other media outlets to dissuade new investors from investing in SCM so they could close their short position profitably. Let' s see how things work out in the next few months
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MANFREDTMK Master	26-Nov-2021 10:55        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, they parked under Nominees. Vanguard Group held 1.75%, Black Rock 0.71% and Dimensional Finds 0.46%.The rest held less than 0.2% better      ( Date: 25-Nov-2021 23:37) Posted: The short position of the Shortist is hidden and not available on the MAS website or anywhere. My estimation of the 1-2 billion short position is based on my observation of the market action over the past 5 months. How it works is that most institutional funds and family offices hold their shares with brokers or nominees firms. Apart from Startree, the top 15 shareholders are all brokers or nominee firms. They are not actually direct sharehodlers but are instead holding shares on behalf of institutional funds and family offices. A Shortist or consortium of shortists like Goldman Sach, JP Morgan, BOA etc would approach these brokers to borrow share scripts from them to sell and pay them an interest say 5% p.a. To MAS and the regulators, these are genuine sellers of shares.  Unlike naked short sellers who have to buy back their shorted shares in 3 days or so, the Shortist who borrowed scripts from brokers to sell can hold their short position for years if they wanted to. The risk to the shortist is if the share price surges unexpectedly, the broker may ask the Shortist to topup their margin or force buy back the position. However, that seldom happen as the Shortist are wall street sharks with the US printing press behind them unless there is a corporate buyout like in the case of SPH.  For this counter, the Shortist will likely not stay too long as Temasek already own 55% of SCM. A big chunk is owned by other institutions and higher net worth individuals. As the amount of shares owned by small retail dwindles, it will be harder and harder for them to play their game. The shortist is actively sponsoring articles on Upstream and other media outlets to dissuade new investors from investing in SCM so they could close their short position profitably. Let' s see how things work out in the next few months. MANFREDTMK      ( Date: 25-Nov-2021 17:55) Posted: I am not sure if there are any Short position still outstanding by now. Have to check MAS website. I believe most would have covered their short position by now. If this is true, then it confirmed that Shortists do not believe the price will fall below 8, that explained the buyback which implies sunny days ahead. Actually I think the big boys in Wall Street smells blood and have been subtly accumulating over the last 2 weeks. Say whatever you like, this share is already nuclear-bomb out. At $6, people dare to buy, at $5, also. At 8 cents, they haggle over the price. 🤔 🤔 🤔 . Hell hath no fury like a woman scorned. Learn to forget and forgive. We will BE BACK. 🙏 🙏 🙏
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better Elite	25-Nov-2021 23:37        better About Contact  Quote this Post!
x 0   x 1  Alert Admin	The short position of the Shortist is hidden and not available on the MAS website or anywhere. My estimation of the 1-2 billion short position is based on my observation of the market action over the past 5 months. How it works is that most institutional funds and family offices hold their shares with brokers or nominees firms. Apart from Startree, the top 15 shareholders are all brokers or nominee firms. They are not actually direct sharehodlers but are instead holding shares on behalf of institutional funds and family offices. A Shortist or consortium of shortists like Goldman Sach, JP Morgan, BOA etc would approach these brokers to borrow share scripts from them to sell and pay them an interest say 5% p.a. To MAS and the regulators, these are genuine sellers of shares.  Unlike naked short sellers who have to buy back their shorted shares in 3 days or so, the Shortist who borrowed scripts from brokers to sell can hold their short position for years if they wanted to. The risk to the shortist is if the share price surges unexpectedly, the broker may ask the Shortist to topup their margin or force buy back the position. However, that seldom happen as the Shortist are wall street sharks with the US printing press behind them unless there is a corporate buyout like in the case of SPH.  For this counter, the Shortist will likely not stay too long as Temasek already own 55% of SCM. A big chunk is owned by other institutions and higher net worth individuals. As the amount of shares owned by small retail dwindles, it will be harder and harder for them to play their game. The shortist is actively sponsoring articles on Upstream and other media outlets to dissuade new investors from investing in SCM so they could close their short position profitably. Let' s see how things work out in the next few months. MANFREDTMK      ( Date: 25-Nov-2021 17:55) Posted: I am not sure if there are any Short position still outstanding by now. Have to check MAS website. I believe most would have covered their short position by now. If this is true, then it confirmed that Shortists do not believe the price will fall below 8, that explained the buyback which implies sunny days ahead. Actually I think the big boys in Wall Street smells blood and have been subtly accumulating over the last 2 weeks. Say whatever you like, this share is already nuclear-bomb out. At $6, people dare to buy, at $5, also. At 8 cents, they haggle over the price. 🤔 🤔 🤔 . Hell hath no fury like a woman scorned. Learn to forget and forgive. We will BE BACK. 🙏 🙏 🙏 better      ( Date: 25-Nov-2021 17:33) Posted: Nothing done for my 8.4 cents buy order queuing since yesterday.  Most volume transacted at 8.6 cents today.  Seems like the Shortist is silently buying back a little... Let' s see what tomo brings.
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MANFREDTMK Master	25-Nov-2021 22:59        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	The 8.5 cents sellers are drying up. Soon it will be history. ttbanthony      ( Date: 25-Nov-2021 22:40) Posted: Yes sir All for one and one for all Huat to us! better      ( Date: 25-Nov-2021 22:39) Posted: ' A dream you dream alone is only a dream. A dream you dream together is reality.' ―   John Lennon
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ttbanthony Veteran	25-Nov-2021 22:40        ttbanthony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes sir All for one and one for all Huat to us! better      ( Date: 25-Nov-2021 22:39) Posted: ' A dream you dream alone is only a dream. A dream you dream together is reality.' ―   John Lennon weekaykee      ( Date: 25-Nov-2021 21:49) Posted: Lots of dreamers here
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better Elite	25-Nov-2021 22:39        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	' A dream you dream alone is only a dream. A dream you dream together is reality.' ―   John Lennon weekaykee      ( Date: 25-Nov-2021 21:49) Posted: Lots of dreamers here
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weekaykee Master	25-Nov-2021 21:49        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lots of dreamers here
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ttbanthony Veteran	25-Nov-2021 20:09        ttbanthony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes sir. I can see lots of collection 84/86 level. Once announced, one two three?.. boom 💥 💥 💥 better      ( Date: 25-Nov-2021 19:57) Posted: Exactly, the Dorado FPSO and Cambo FPSO are worth over USD1 billion each piece. Napant is worth about S$600mil. Some of the ikan bills LNG carrier conversion job,s, SCM just lump it collectively under R&U. MANFREDTMK      ( Date: 25-Nov-2021 19:15) Posted: SM goes for big one
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better Elite	25-Nov-2021 19:57        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Exactly, the Dorado FPSO and Cambo FPSO are worth over USD1 billion each piece. Napant is worth about S$600mil. Some of the ikan bills LNG carrier conversion job,s, SCM just lump it collectively under R&U. MANFREDTMK      ( Date: 25-Nov-2021 19:15) Posted: SM goes for big ones rlong8288      ( Date: 25-Nov-2021 19:04) Posted: KOM keep winning contract, SMM still no news...
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ahbui8 Master	25-Nov-2021 19:42        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Think positive, since the 2 going to merge, what contract KOM get, SCM will get half and also can pressure CEO Wong to work harder.  better      ( Date: 25-Nov-2021 19:24) Posted: Read carefully: the 2 contracts announced not fully confirmed. Both pending FID and final confirmation. KC is quite desperate to get whatever leverage they can find for the merger discussion. rlong8288      ( Date: 25-Nov-2021 19:04) Posted: KOM keep winning contract, SMM still no news...
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better Elite	25-Nov-2021 19:24        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Read carefully: the 2 contracts announced not fully confirmed. Both pending FID and final confirmation. KC is quite desperate to get whatever leverage they can find for the merger discussion. rlong8288      ( Date: 25-Nov-2021 19:04) Posted: KOM keep winning contract, SMM still no news.... ahbui8      ( Date: 25-Nov-2021 18:20) Posted: KOM announce 200m contract win again.
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MANFREDTMK Master	25-Nov-2021 19:15        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	SM goes for big ones rlong8288      ( Date: 25-Nov-2021 19:04) Posted: KOM keep winning contract, SMM still no news.... ahbui8      ( Date: 25-Nov-2021 18:20) Posted: KOM announce 200m contract win again.
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rlong8288 Master	25-Nov-2021 19:04        rlong8288 About Contact  Quote this Post!
x 0   x 0  Alert Admin	KOM keep winning contract, SMM still no news.... ahbui8      ( Date: 25-Nov-2021 18:20) Posted: KOM announce 200m contract win again.
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ahbui8 Master	25-Nov-2021 18:20        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	KOM announce 200m contract win again.
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MANFREDTMK Master	25-Nov-2021 17:55        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am not sure if there are any Short position still outstanding by now. Have to check MAS website. I believe most would have covered their short position by now. If this is true, then it confirmed that Shortists do not believe the price will fall below 8, that explained the buyback which implies sunny days ahead. Actually I think the big boys in Wall Street smells blood and have been subtly accumulating over the last 2 weeks. Say whatever you like, this share is already nuclear-bomb out. At $6, people dare to buy, at $5, also. At 8 cents, they haggle over the price. 🤔 🤔 🤔 . Hell hath no fury like a woman scorned. Learn to forget and forgive. We will BE BACK. 🙏 🙏 🙏 better      ( Date: 25-Nov-2021 17:33) Posted: Nothing done for my 8.4 cents buy order queuing since yesterday.  Most volume transacted at 8.6 cents today.  Seems like the Shortist is silently buying back a little... Let' s see what tomo brings.
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better Elite	25-Nov-2021 17:33        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nothing done for my 8.4 cents buy order queuing since yesterday.  Most volume transacted at 8.6 cents today.  Seems like the Shortist is silently buying back a little... Let' s see what tomo brings.
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MANFREDTMK Master	25-Nov-2021 16:54        MANFREDTMK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can't blame you, after being bombarded with all these sobbing operas almost every few hours, it's natural you sold. The only consolation is you are quite disobedient, never obeyed to sell at 7.9 cents. You may consider buying back. The PD (penetration is already done), the best has yet to come. The stock market is like the sex market. We know the rally is about to end when you feel best. So the rally we see from 7.9 upward is far from over. No one here feels best yet TigerPlay      ( Date: 25-Nov-2021 13:39) Posted: Yes, hopefully it help you guys, I sold the rest of it this morning, hope it soar from here. better      ( Date: 25-Nov-2021 10:28) Posted: Thanks Tigerplay for sacrificing once again. Once you sell, sure to soar. Sell 1/3 better than nothing, at least can bring it to 12 cents
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stanleytay Master	25-Nov-2021 16:02        stanleytay About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think it will.  TigerPlay      ( Date: 25-Nov-2021 15:55) Posted: Actually no one is right or wrong here. If you believe in SCM and I saw in POEMS, the analyst has got a target price of 8.9cts for it, which is a premium over the current price of 8.5cts, then go ahead and buy it or keep yr share dun sell. But if you no longer have confident in this counter and think your money can be better invest in another counter, then sell it and use the money otherwise, there is no need to talk bad about the counter too, as many here are strong believer and supporter in this counter and it may start a WAR here. That is my take. I just sold all my holding and reinvested in another counter, having kept SCM for over few months and see ni improvement so far, but yes it may start to move after I sold.
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