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The SEA of Hopes and ATRIUM of Surprises Post Reply Rate topic
eugesun Elite	05-Apr-2024 10:21        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Straight 2 days no volume....BB change side???
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MrBear12 Supreme	05-Apr-2024 09:48        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	Shipping industry so vast! SEATRIUM so small. Look up some BIG ship builder names. e.g. NewportNews, Bethlehem Steel etc.  A drop in the ocean we are. Trade the seas and experience its vastness
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eugesun Elite	05-Apr-2024 09:44        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is a done deal, one stone save 2 birds..kepple and semb... good for Singapore. Shipping industry will never die... eddyeddy      ( Date: 05-Apr-2024 09:38) Posted: Why should good reputable companies have dealing with a company , with full of corrupted records ? Unless its quoted price is way below its Peet's . Most employers also do not want to employ people with corruption records . This is a fact !
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eugesun Elite	05-Apr-2024 09:41        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, China build ships for Europe and US... lol.. ahbui8      ( Date: 05-Apr-2024 09:38) Posted: Now you know why he keep said long term liao  Joyoftheworld      ( Date: 04-Apr-2024 21:24) Posted: If you are betting on ship building, should have bought YangZhiJiang, which has doubled in share price (factoring in their spin off of YZJ Financial) over the past 2-3 yrs due to the ship building up cycle. They are also venturing into the more lucrative LNG carrier new built market which is traditionally dominated by the Koreans. Keppel Fels was trying to build a few box ships at their Nantong yard awhile back but has thrown in the towel altogether because the Chinese yards are simply way too competitive. Not much technology involved. Purely labour and steel work
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pkli899 Supreme	05-Apr-2024 09:39        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I read somewhere late last night about FPSO contract for P84 & P85 already in final stage of negotiation.
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ahbui8 Master	05-Apr-2024 09:38        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now you know why he keep said long term liao  Joyoftheworld      ( Date: 04-Apr-2024 21:24) Posted: If you are betting on ship building, should have bought YangZhiJiang, which has doubled in share price (factoring in their spin off of YZJ Financial) over the past 2-3 yrs due to the ship building up cycle. They are also venturing into the more lucrative LNG carrier new built market which is traditionally dominated by the Koreans. Keppel Fels was trying to build a few box ships at their Nantong yard awhile back but has thrown in the towel altogether because the Chinese yards are simply way too competitive. Not much technology involved. Purely labour and steel work. eugesun      ( Date: 04-Apr-2024 17:21) Posted: Setrium has the knowledge know how to build new ship and production ready ship yard. I bet on new ship building...once war escalate ships are sinking faster than building..
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eddyeddy Master	05-Apr-2024 09:38        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why should good reputable companies have dealing with a company , with full of corrupted records ? Unless its quoted price is way below its Peet's . Most employers also do not want to employ people with corruption records . This is a fact !
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ahbui8 Master	05-Apr-2024 09:33        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Market view this as negative, maybe there will be no big order win to report in near term so report repair and upgrade order win. ahbui8      ( Date: 03-Apr-2024 09:23) Posted: If I' m not wrong, first time seeing repair and upgrade order being report. So good or bad?
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Joyoftheworld Master	04-Apr-2024 21:24        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	If you are betting on ship building, should have bought YangZhiJiang, which has doubled in share price (factoring in their spin off of YZJ Financial) over the past 2-3 yrs due to the ship building up cycle. They are also venturing into the more lucrative LNG carrier new built market which is traditionally dominated by the Koreans. Keppel Fels was trying to build a few box ships at their Nantong yard awhile back but has thrown in the towel altogether because the Chinese yards are simply way too competitive. Not much technology involved. Purely labour and steel work. eugesun      ( Date: 04-Apr-2024 17:21) Posted: Setrium has the knowledge know how to build new ship and production ready ship yard. I bet on new ship building...once war escalate ships are sinking faster than building... Joyoftheworld      ( Date: 04-Apr-2024 16:32) Posted: Sorry, correct myself....currently about $1.1 billion annual revenue from repair/ maintenance division. Likely to double/ triple from current level in the next 4-5yrs
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eugesun Elite	04-Apr-2024 17:21        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Setrium has the knowledge know how to build new ship and production ready ship yard. I bet on new ship building...once war escalate ships are sinking faster than building... Joyoftheworld      ( Date: 04-Apr-2024 16:32) Posted: Sorry, correct myself....currently about $1.1 billion annual revenue from repair/ maintenance division. Likely to double/ triple from current level in the next 4-5yrs. Joyoftheworld      ( Date: 04-Apr-2024 15:04) Posted: Actually, Seatrium is largely out of the ship building biz. 90% the ships in the world are built in China/ South Korea.  Seatrium is focuisng on repair/ retrofit/ upgrade of existing/ older ships to meet the stringent environmental regulations. Currently, the repair/ retrofit biz contributes aboiut $700-800 mill of annual revenue. Likely to double or triple in the next 4-5 yrs
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eugesun Elite	04-Apr-2024 17:18        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	We have a new 股 神 Mr Bear....lol. pkli899      ( Date: 04-Apr-2024 14:58) Posted: Wle, laugh die me. MrBear12      ( Date: 04-Apr-2024 12:58) Posted: Huat in 10 to 20 years more likely.
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Joyoftheworld Master	04-Apr-2024 16:32        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry, correct myself....currently about $1.1 billion annual revenue from repair/ maintenance division. Likely to double/ triple from current level in the next 4-5yrs. Joyoftheworld      ( Date: 04-Apr-2024 15:04) Posted: Actually, Seatrium is largely out of the ship building biz. 90% the ships in the world are built in China/ South Korea.  Seatrium is focuisng on repair/ retrofit/ upgrade of existing/ older ships to meet the stringent environmental regulations. Currently, the repair/ retrofit biz contributes aboiut $700-800 mill of annual revenue. Likely to double or triple in the next 4-5 yrs. eugesun      ( Date: 04-Apr-2024 13:48) Posted: Definitely, China will not build ships for Europe and US, Japan has limited capacity, Korea is out of game, Setrium is the biggest ship yard is Asia. The war tension is worsen day by day, the world will.need a lot of ships to prepare the worst...huat ahhh..
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ICXGOLD Master	04-Apr-2024 15:05        ICXGOLD About Contact  Quote this Post!
x 0   x 0  Alert Admin	Expecting a reversal in Seatrium with a Gap up open on Monday / Tuesday. . Near term Target .102
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Joyoftheworld Master	04-Apr-2024 15:04        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually, Seatrium is largely out of the ship building biz. 90% the ships in the world are built in China/ South Korea.  Seatrium is focuisng on repair/ retrofit/ upgrade of existing/ older ships to meet the stringent environmental regulations. Currently, the repair/ retrofit biz contributes aboiut $700-800 mill of annual revenue. Likely to double or triple in the next 4-5 yrs. eugesun      ( Date: 04-Apr-2024 13:48) Posted: Definitely, China will not build ships for Europe and US, Japan has limited capacity, Korea is out of game, Setrium is the biggest ship yard is Asia. The war tension is worsen day by day, the world will.need a lot of ships to prepare the worst...huat ahhh... wencong76      ( Date: 04-Apr-2024 13:06) Posted: i believe after this yr... if it starts to make money... then all will huat.. if still dun make money... even secure a trillion project also no use,, its the execution part... i m in the marine industry..... i can see with my eyes on whats going on inside the yard. i m also vested... my retirement depends on this
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pkli899 Supreme	04-Apr-2024 14:58        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wle, laugh die me. MrBear12      ( Date: 04-Apr-2024 12:58) Posted: Huat in 10 to 20 years more likely.
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eugesun Elite	04-Apr-2024 13:48        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Definitely, China will not build ships for Europe and US, Japan has limited capacity, Korea is out of game, Setrium is the biggest ship yard is Asia. The war tension is worsen day by day, the world will.need a lot of ships to prepare the worst...huat ahhh... wencong76      ( Date: 04-Apr-2024 13:06) Posted: i believe after this yr... if it starts to make money... then all will huat.. if still dun make money... even secure a trillion project also no use,, its the execution part... i m in the marine industry..... i can see with my eyes on whats going on inside the yard. i m also vested... my retirement depends on this
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eugesun Elite	04-Apr-2024 13:41        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Every year 20% return is good enough, better than put in bank. No risk here in setrium, de-globalization is happening. Singapore is neutral country, all ship building will come to Singapore soon. MrBear12      ( Date: 04-Apr-2024 13:14) Posted: Exactly! Ten bagger we call it. Why risk so much for just a small gain? Trade in 10 baggers
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MrBear12 Supreme	04-Apr-2024 13:14        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	Exactly! Ten bagger we call it. Why risk so much for just a small gain? Trade in 10 baggers
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eugesun Elite	04-Apr-2024 13:12        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Also good, 10 times return...I dont mind... MrBear12      ( Date: 04-Apr-2024 12:58) Posted: Huat in 10 to 20 years more likely.
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MrBear12 Supreme	04-Apr-2024 13:09        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	We need you. People who execute the projects efficiently so that shareholders benefit. Trade with workers
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