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rledchg11 Member	22-Mar-2023 14:25        rledchg11 About Contact  Quote this Post!
x 0   x 0  Alert Admin	thanks for the analysis. super helpful.  kam seh ha mi da. :)) Eagle88      ( Date: 22-Mar-2023 14:12) Posted: If $1.2B/68B shares = $0.0176 per share The share price should be $0.0176 / 5% FD Rate = $0.35 per share. The share price now is only $0.110, so it is very much discountered if the new management is able to deliver the profit based on the revenue that SM can get from the orders on hand. Eagle88      ( Date: 22-Mar-2023 13:59) Posted: If SM can clear the orders in 3 years, Let say it is 18B instead of 20B, so 18B / 3 = 6B / yr, if SM can make 20% profit, it will be 1.2B a year. It is very much depends on how the new management to carry out the operations and cost control etc. SM must have the capacity to digest the orders and to deliver ontime and collect all the payments
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Eagle88 Elite	22-Mar-2023 14:12        Eagle88 About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	If $1.2B/68B shares = $0.0176 per share The share price should be $0.0176 / 5% FD Rate = $0.35 per share. The share price now is only $0.110, so it is very much discountered if the new management is able to deliver the profit based on the revenue that SM can get from the orders on hand. Eagle88      ( Date: 22-Mar-2023 13:59) Posted: If SM can clear the orders in 3 years, Let say it is 18B instead of 20B, so 18B / 3 = 6B / yr, if SM can make 20% profit, it will be 1.2B a year. It is very much depends on how the new management to carry out the operations and cost control etc. SM must have the capacity to digest the orders and to deliver ontime and collect all the payments. Andrewtan18      ( Date: 22-Mar-2023 11:34) Posted: NTA refers to Tangible Assets less Liabilities. Tangible assets are physical assets or cash reflected on the balance sheet. SMM has an order book from customers valued at $18b. This item is off balance sheet and is therefore not part of tangible asset. It is however an indication of future income. So your concern about NTA being $0.07 when compared to share price is misplaced.
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Eagle88 Elite	22-Mar-2023 13:59        Eagle88 About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	If SM can clear the orders in 3 years, Let say it is 18B instead of 20B, so 18B / 3 = 6B / yr, if SM can make 20% profit, it will be 1.2B a year. It is very much depends on how the new management to carry out the operations and cost control etc. SM must have the capacity to digest the orders and to deliver ontime and collect all the payments. Andrewtan18      ( Date: 22-Mar-2023 11:34) Posted: NTA refers to Tangible Assets less Liabilities. Tangible assets are physical assets or cash reflected on the balance sheet. SMM has an order book from customers valued at $18b. This item is off balance sheet and is therefore not part of tangible asset. It is however an indication of future income. So your concern about NTA being $0.07 when compared to share price is misplaced.  Red_Bean      ( Date: 21-Mar-2023 13:27) Posted: Lol....be more realistic when set your target price ... net tangible assets (NTA) per share for the combined entity is  less than $0.07.
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eugesun Master	22-Mar-2023 13:18        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	👏 👏 👏 👏 👏 well said...30 cents coming....huat ah...hold long for retirement... Andrewtan18      ( Date: 22-Mar-2023 11:34) Posted: NTA refers to Tangible Assets less Liabilities. Tangible assets are physical assets or cash reflected on the balance sheet. SMM has an order book from customers valued at $18b. This item is off balance sheet and is therefore not part of tangible asset. It is however an indication of future income. So your concern about NTA being $0.07 when compared to share price is misplaced.  Red_Bean      ( Date: 21-Mar-2023 13:27) Posted: Lol....be more realistic when set your target price ... net tangible assets (NTA) per share for the combined entity is  less than $0.07.
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n3wbie Master	22-Mar-2023 11:34        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Agree - name change is secondary and reflective of the new vision of where the company should and will be. Focus is on the details of the strategy and the new management' s execution ahead to take the group there FATABA      ( Date: 22-Mar-2023 10:25) Posted: I am just awaiting SM to announce the next project and new CEO Chris to make his first speech and plan for the new SM  New SM will never be the same again ..w or without name change.    Christrade      ( Date: 21-Mar-2023 23:06) Posted: 😁 😁 天 天 福 满 家
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Andrewtan18 Member	22-Mar-2023 11:34        Andrewtan18 About Contact  Quote this Post!
x 0   x 0  Alert Admin	NTA refers to Tangible Assets less Liabilities. Tangible assets are physical assets or cash reflected on the balance sheet. SMM has an order book from customers valued at $18b. This item is off balance sheet and is therefore not part of tangible asset. It is however an indication of future income. So your concern about NTA being $0.07 when compared to share price is misplaced.  Red_Bean      ( Date: 21-Mar-2023 13:27) Posted: Lol....be more realistic when set your target price ... net tangible assets (NTA) per share for the combined entity is  less than $0.07.
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Eagle88 Elite	22-Mar-2023 11:23        Eagle88 About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	Very strong support at 109, so any time will break 110... tofudidi      ( Date: 22-Mar-2023 11:18) Posted: wait for the 1 mouth clear 110
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tofudidi Supreme	22-Mar-2023 11:18        tofudidi About Contact  Quote this Post!
x 0   x 0  Alert Admin	wait for the 1 mouth clear 110
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beetlejuice Master	22-Mar-2023 10:54        beetlejuice About Contact  Quote this Post!
x 0   x 0  Alert Admin	I booked my SCM & Keppel holding costs at $0 & $5.39 respectively. So no stress whatever is SCM price. Anyway, I believe more good things akan datang for SCM with new management in charge. 💰 🧧 newbie19      ( Date: 22-Mar-2023 10:43) Posted: Yes exactly like i said earlier on....... It will never be the same.. FATABA      ( Date: 22-Mar-2023 10:25) Posted: I am just awaiting SM to announce the next project and new CEO Chris to make his first speech and plan for the new SM  New SM will never be the same again ..w or without name change.
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newbie19 Supreme	22-Mar-2023 10:43        newbie19 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Yes exactly like i said earlier on....... It will never be the same.. FATABA      ( Date: 22-Mar-2023 10:25) Posted: I am just awaiting SM to announce the next project and new CEO Chris to make his first speech and plan for the new SM  New SM will never be the same again ..w or without name change.    Christrade      ( Date: 21-Mar-2023 23:06) Posted: 😁 😁 天 天 福 满 家
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FATABA Supreme	22-Mar-2023 10:25        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I am just awaiting SM to announce the next project and new CEO Chris to make his first speech and plan for the new SM  New SM will never be the same again ..w or without name change.    Christrade      ( Date: 21-Mar-2023 23:06) Posted: 😁 😁 天 天 福 满 家 newbie19      ( Date: 21-Mar-2023 16:58) Posted: 说 的 好 。 天 天 来 ， 天 天 笑 。 😁 😁
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tofudidi Supreme	22-Mar-2023 09:55        tofudidi About Contact  Quote this Post!
x 0   x 0  Alert Admin	115 coming. Pick good durian
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naoshingo Master	22-Mar-2023 09:36        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	SM tio Bank run. Stocky901      ( Date: 22-Mar-2023 09:28) Posted: Someone may say SCM needs to issue rights as no cash to run 18b pending projects.🤭 🤭 🤭 Red_Bean      ( Date: 22-Mar-2023 09:12) Posted: I' m sure somene may say SM will never go backkrupt.
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Stocky901 Elite	22-Mar-2023 09:28        Stocky901 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Someone may say SCM needs to issue rights as no cash to run 18b pending projects.🤭 🤭 🤭 Red_Bean      ( Date: 22-Mar-2023 09:12) Posted: I' m sure somene may say SM will never go backkrupt.
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Stocky901 Elite	22-Mar-2023 09:23        Stocky901 About Contact  Quote this Post!
x 0   x 0  Alert Admin	🤭 🤭 🤭 🤭 🤭 Christrade      ( Date: 21-Mar-2023 23:06) Posted: 😁 😁 天 天 福 满 家 newbie19      ( Date: 21-Mar-2023 16:58) Posted: 说 的 好 。 天 天 来 ， 天 天 笑 。 😁 😁
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Red_Bean Member	22-Mar-2023 09:12        Red_Bean About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' m sure somene may say SM will never go backkrupt.
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n3wbie Master	22-Mar-2023 09:11        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Guess that was one of the reasons for the merger to create a strengthened enlarged entity? Red_Bean      ( Date: 22-Mar-2023 09:07) Posted: When a publicly listed company goes into liquidation, you will know how importance is the NTA.   ahbui8      ( Date: 21-Mar-2023 21:07) Posted: In this industry, high nav does not mean is confirm good and low nav don' t mean it' s bad. Go study other peers and also history of SCM at how record high x PB can it trade
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Red_Bean Member	22-Mar-2023 09:07        Red_Bean About Contact  Quote this Post!
x 0   x 0  Alert Admin	When a publicly listed company goes into liquidation, you will know how importance is the NTA.   ahbui8      ( Date: 21-Mar-2023 21:07) Posted: In this industry, high nav does not mean is confirm good and low nav don' t mean it' s bad. Go study other peers and also history of SCM at how record high x PB can it trade. Red_Bean      ( Date: 21-Mar-2023 13:27) Posted: Lol....be more realistic when set your target price ... net tangible assets (NTA) per share for the combined entity is  less than $0.07.
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Christrade Member	21-Mar-2023 23:06        Christrade About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	😁 😁 天 天 福 满 家 newbie19      ( Date: 21-Mar-2023 16:58) Posted: 说 的 好 。 天 天 来 ， 天 天 笑 。 😁 😁 Christrade      ( Date: 21-Mar-2023 15:55) Posted: 请 你 常 常 过 来 坐 I' m still holding my KC and SCM too
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n3wbie Master	21-Mar-2023 22:36        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Pardon my noobness and maybe I dont understand the stock well enough, I am just curious why is the stock valued as a multiple of NTA?
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