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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB

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aragosta
    30-May-2026 14:46  
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Been very busy with all my tech and AI-related stocks, that' s where my payments for my intended GCB will or can come from......

This was what I wrote in the AEM thread, but it was largely ignored, and not picked up, except by JurongWest...... 
https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock.......two days  later, it ran, but people was still wondering, " What Happened ?" ....

aragosta           ( Date: 25-May-2026 15:13) Posted: 
The only reason Sembcorp is not moving as much in spite of so many tokkong developments these few weeks, is because the big boys and syndicates are very busy playing AI driven stocks ....... but that will eventually shift in some way very soon, as institutions and funds are preparing to move into water and power play as well......why? Because AI Infrastructure and relevant facilities require power and water....... AND PLENTY OF THAT......Kabbani is not stating that for fun....... it may be an innocent and brilliant analogy, but there more to it than meets the eye........Many months ago I advise you guys so many times, not to short AEM or UMS....... I m repeating that on Sembcorp stock now.......do not try shorting SCI......although some gangsters may welcome it because, like AEM, the short squeeze can be very shiok and juicy........HUAT AH!

========

THE " WATER AND POWER" IRONY
Kabbani' s comparison of AI to " water and power" is a literal issue tracking across global asset management views. According to reports from    Morgan Stanley  and    Barron' s,      the next massive bottleneck for AI isn' t the chips themselves ~ it is the physical power grids and water infrastructure required to cool them. AI water use is projected to hit    1 trillion liters by 2028,    forcing a secondary market rally into utility and green-infrastructure stocks. Think Sembcorp Industries........  the black market people always have a long term and big interest in this.......
   

Now we have another confirmation via Seatrium' s .... one passage is very telling, go read and figure it out .... not going to spoonfeed you...   Soon it will be this order: Sembcorp, Seatrium, Keppel, YZJSH, in that order, but I don' t know if it top to bottom , or bottom up.... or simultaneously........

Seatrium eyes S$28 billion in project opportunities amid global race for energy security. The company' s order book stands at S$15.5 billion as at end-March. 
https://www.businesstimes.com.sg/companies-markets/seatrium-eyes-s28-billion-project-opportunities-amid-global-race-energy-security?ref=pulse
 


aragosta      ( Date: 12-Mar-2026 19:05) Posted:

WHY THE ACQUISITION OF ALINTA IS NOW SEEN AS A MASTERSTROKE, AND WHY IT COULD PROVIDE CRUCIAL NEEDS AND SUPPORT TO SEMBCORP' S STRATEGIC ROLE IN THE RECONSTRUCTION OF THE MIDDLE EAST WHEN THE WAR ENDS.....
=============
The acquisition of  Alinta Energy  (set to complete in  1H 2026) is much more than an Australian expansion it is a strategic " power base" that gives Sembcorp the financial and technical muscle to lead the post-war reconstruction of the  Middle East. (SEE POST BELOW)......
 
Here is why Alinta is the critical missing piece for Sembcorp' s ambitions  in a  New Iran and  the broader  Gulf States:
1. Financial Firepower for Massive Tenders
Rebuilding a nation' s infrastructure requires enormous upfront capital. Alinta provides the steady dry powder needed to win these bids:
  • Immediate Profits: The deal is  14% earnings accretive,  meaning it adds significant profit to Sembcorp' s bottom line from day one.
  • Stability for Risk: By growing its presence in a  AAA-rated market  like Australia, Sembcorp creates a safe financial anchor. This stability allows the company to take the calculated risks necessary to enter high-reward reconstruction markets in the Middle East.
  • Funding the Future: The cash flow from Alinta&rsquo s  1.1 million customers  provides the liquidity to fund large-scale water and power projects without overstretching the balance sheet.
2. The Pilbara Blueprint (Portable Infrastructure)
The Middle East reconstruction will likely involve broken national grids. Alinta' s expertise in  Western Australia (the Pilbara)  is  the perfect solution:
  • Remote Power Experts: Alinta excels at building micro-grids - solar, gas, and battery hybrids - in harsh, remote environments.  This is exactly what is needed to restore  essential lifelines  in war-torn areas where the main grid is destroyed.
  • Proven Reliability: With a  93% availability rate, Alinta' s systems are built for mission-critical reliability, making Sembcorp a trusted partner for restoring power to hospitals, water plants, and homes.
3. Powering the Digital Rebuild
Post-war modernization will require more than just lights it will require data and connectivity:
  • Firming Technology: Alinta brings  a  10.4GW pipeline  of firming systems (big batteries and pumped hydro).
  • Data Centre Ready: This technology ensures a steady, 24/7 flow of green energy. This makes  Sembcorp the ideal partner to power the  data centres  and digital infrastructure needed for a modern New Iran or a high-tech Gulf State.
4. The Diplomatic & Logistical " Bridge"
Sembcorp doesn' t just bring technology it brings a network:
  • Oman as a Gateway: Sembcorp' s 10-year partnership extension with  Nama Power (Oman)  in late 2025 serves as its regional headquarters.
  • Scaling RapidlyUsing Oman as a diplomatic and logistical bridge, Sembcorp can combine its  local Middle Eastern team  with  Alinta&rsquo s technical toolkit  to rapidly enter new territories as soon as sanctions ease or stability returns.
Acquiring Alinta was a brilliant move because it  de-risks the company financially  while  upgrading its technical capability.  It provides the money, the off-grid technology, and the stability Sembcorp needs to pivot from being a utility provider to becoming a  global reconstruction giant.


aragosta      ( Date: 11-Mar-2026 15:48) Posted:

There is one joker in this forum who keeps screaming rights issue COMING! Sorry to disappoint him.... but at the EGM, CEO and the Chairman already stated unequivocally THERE WILL BE NO RIGHTS ISSUE for this Alinta acquisition....

MEANWHILE, WHEN THE WAR ENDS.....


Sembcorp Industries  stands alongside  Seatrium  and  Keppel Ltd.  as a foundational leader for Middle East reconstruction. While Seatrium handles the " hard" maritime and offshore assets, Sembcorp' s role is even more pervasive, focusing on the  critical lifelines  of water, electricity, and the high-growth digital infrastructure required for a modernized New Iran and a stabilized Gulf.

Sembcorp' s Strategic Role in Reconstruction
Sembcorp' s involvement is defined by its deep regional roots and its ability to provide the massive, stable utility base necessary for any other rebuilding efforts to succeed.

1. Restoring Essential Lifelines (Water & Power)
  • Desalination Leadership: Sembcorp 40%- owns the FUJAIRAH F1 PLANT  in the UAE, one of the world' s largest desalination facilities. As regional water stress reaches critical levels due to war damage, Sembcorp' s   expertise in  Reverse Osmosis (RO)  is essential for restoring potable water to urban centers.
  • Proven Regional Resilience: Despite recent strikes in the Gulf, Sembcorp successfully maintained  operational stability at its Fujairah and Oman facilities  (Salalah and Manah II) throughout March 2026. This battle-tested reputation makes them the preferred partner for sensitive reconstruction contracts in a " New Iran."
  • Renewable Energy Transition: Their 500MW  Manah II Solar project  in Oman, which achieved commercial operation ahead of schedule in 2024, serves as a blueprint for rebuilding Iran' s aging power grid with low-carbon, sustainable alternatives. 


2. Powering the Digital Rebuild (Data Centres)
  • Energy-Intensive Infrastructure: Rebuilding a modern economy requires massive data centre capacity. Sembcorp is already a leader in this niche, having secured major  Power Purchase Agreements (PPAs) with operators like Equinix  and  DayOne.
  • Sustainable Data Solutions: Sembcorp' s ability to pair  data centres with 24/7 renewable energy and storage  is a unique value proposition for Gulf nations and a " New Iran" looking to leapfrog legacy infrastructure and build  green digital hubs. 


3. Unrivalled Regional Connections
  • Established Partnerships: Sembcorp operates through powerful local joint ventures, such as its long-term  agreement with Nama Power and Water Procurement Company  in Oman, which was extended for 10 years in late 2025.
  • Gateway to Iran: These Gulf-based partnerships provide the logistical and diplomatic " bridge" required to enter the Iranian market once sanctions are eased, allowing Sembcorp to scale its existing Middle Eastern team into new territories rapidly. 


Sembcorp' s role is arguably more foundational than that of any other SGX player while others rebuild the shell of the region, Sembcorp provides the  water, power, and digital energy  that brings it back to life.
 


 
 
JurongW
    22-Apr-2026 00:13  
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Appreciate the time and effort you have put in to keep the community updated

a smiley face giving a thumbs up sign
 

aragosta      ( Date: 21-Apr-2026 23:47) Posted:

KEPPEL AGM
 
ACTUALLY, the highlight of the AGM came at the very end (when many impatient shareholders already left) ~ the official handover from Danny Teoh to Piyush Gupta. In his brief address, Gupta shared his vision for Keppel' s transformation from a conglomerate into a global asset manager and operator, centered on the following:
1. The Two Core Competencies
a) 
Mental Agility and Strategic Muscle:  The flexibility to pivot from a siloed conglomerate to an integrated, asset-light operator.
b)  Engineering and Project Excellence: Which Keppel has plus the t
echnical expertise from 1,000+ engineers ensures Keppel understands the physical assets it manages, not just the finances.
c) So these two core competencies allows us to be a really good operator
.

2. The Hybrid Operator-Manager Model
a) 
Operating Capability:  Keppel' s ability to run physical assets drives current income and sets it apart from pure financial firms.
b) 
Strategic Shift:  The goal is to move assets off the balance sheet and earn growing revenue from management fees.
c) 
Measured Transition:  This shift is gradual Keppel will rely on its operational skills while scaling its fee-based income..

3. Vision and Commitment to Shareholders
a) 
Market Opportunity:  Gupta feels the timing is right (for him to join) and he thinks the opportunity is ideal (for the transition)
b)  Collaborative Leadership:  Gupta aims to work closely with the Board and management to drive high performance.
c) 
Shareholder Value:  The focus is on delivering strong corporate results and continue to ensure consistent investment returns.

Separately, Gupta did explain during his casual interaction with shareholders before the AGM started, why he didn' t buy any Keppel shares.
He has a simple explanation.... quarterly result is around the corner, and although SGX does not have mandatory prohibitions for insiders to buy, usually one month before the results, it is customary for directors to refrain from buying (or selling) to ensure good governance and corporate transparency. Most of Danny' s and Loh' s shares are performance shares btw......We also tried to get hints of the results, but Gupta gave nothing away, but from what we heard from underground sources, there could be a big surprise ......
 

 
 
aragosta
    21-Apr-2026 23:47  
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KEPPEL AGM
 
ACTUALLY, the highlight of the AGM came at the very end (when many impatient shareholders already left) ~ the official handover from Danny Teoh to Piyush Gupta. In his brief address, Gupta shared his vision for Keppel' s transformation from a conglomerate into a global asset manager and operator, centered on the following:
1. The Two Core Competencies
a) 
Mental Agility and Strategic Muscle:  The flexibility to pivot from a siloed conglomerate to an integrated, asset-light operator.
b)  Engineering and Project Excellence: Which Keppel has plus the t
echnical expertise from 1,000+ engineers ensures Keppel understands the physical assets it manages, not just the finances.
c) So these two core competencies allows us to be a really good operator
.

2. The Hybrid Operator-Manager Model
a) 
Operating Capability:  Keppel' s ability to run physical assets drives current income and sets it apart from pure financial firms.
b) 
Strategic Shift:  The goal is to move assets off the balance sheet and earn growing revenue from management fees.
c) 
Measured Transition:  This shift is gradual Keppel will rely on its operational skills while scaling its fee-based income..

3. Vision and Commitment to Shareholders
a) 
Market Opportunity:  Gupta feels the timing is right (for him to join) and he thinks the opportunity is ideal (for the transition)
b)  Collaborative Leadership:  Gupta aims to work closely with the Board and management to drive high performance.
c) 
Shareholder Value:  The focus is on delivering strong corporate results and continue to ensure consistent investment returns.

Separately, Gupta did explain during his casual interaction with shareholders before the AGM started, why he didn' t buy any Keppel shares.
He has a simple explanation.... quarterly result is around the corner, and although SGX does not have mandatory prohibitions for insiders to buy, usually one month before the results, it is customary for directors to refrain from buying (or selling) to ensure good governance and corporate transparency. Most of Danny' s and Loh' s shares are performance shares btw......We also tried to get hints of the results, but Gupta gave nothing away, but from what we heard from underground sources, there could be a big surprise ......
 
 

 
JurongW
    18-Apr-2026 22:58  
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Amazing, Arogosta - How did u manage to record the whole correpondence in such detail ? 
Using voice recorder function on mobile phone?


aragosta      ( Date: 18-Apr-2026 22:37) Posted:

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newbie19
    18-Apr-2026 07:31  
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Well done bro.👍 🏻

aragosta      ( Date: 18-Apr-2026 00:11) Posted:

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JurongW
    18-Apr-2026 01:31  
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Looking forward to your next update.

yoda from star wars is saying thank you i say grateful i am with his eyes closed .
 

aragosta      ( Date: 18-Apr-2026 00:11) Posted:

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JurongW
    16-Apr-2026 14:56  
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Agree with you with on the strong reasoning given.

I dont have AEM, but have Sembcorp. If it can reach $10, I' ll be super super happy. 

Patience is a Virtue.
 
 
aragosta
    16-Apr-2026 11:13  
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No no no.... u read wrongly or misunderstood.... I only don' t believe in half last six chartists.... charts are fine for certain stocks like Reits which don' t have much surprise catalytic developments every now and then ..... for stocks like AEM, where forward acceleration trends are ongoing, and the AI business they are in, is moving at a supersonic pace, and there' s a surprise catalytic development every other month, the charts certainly have no effects, because charts only tell you what already happened, they tell you only what you feed into them........ in short, they tell the past.... they  can' t tell you the movements and moments of the future....... they can' t tell you when and how the BBs and syndicates are going to move the stock based on their insiders info or tacit coordinated attacks ........ for high tempo, high octane stock of the moment, like AEM, and very soon Semby, the charts can never be accurate..... you should be thinking of every thing going forward, and not the current fundamentals or figure even...... Sembcorp' s forward trends are aggressively brewing.... the authorities know it and are placing a lot of weight on it, for example, according to the black market, their top guys were in the meeting with the PM delegation when they met the Aussie PM recently to discuss about renewables strategy and cooperation, that' s high regards for you to think.... because of the Iran war conflict, their renewable expertise will be in GREAT demand and in the acceleration pace ...Semby already has a high profile presence in UAE and Oman,,,,,, regardless of the outcome of the Iran conflict, and whether they will be involved in the Iran reconstruction or not,  Semby could and should be EXPANDING ITS FOOTPRINT AND FOOTHOLD IN RENEWABLE ENERGY AND WATER INFRASTRUCTURE ACROSS THE ENTIRE MIDDLE EAST REGION.....not only their foot, but their entire body and face will be noticed and recognisable........The mafia' s financial experts have been observing and studying this, and I have made several comments on it.....by the time the market (and the highly paid analysts) and YOU GUYS realise and start talking about it, the black market people are already a quantum step ahead....

whether believe or unbeliever,  IT IS IMPORTANT IF YOU WANT TO READ THIS COMMENT, YOU SHOULD READ EVERY WORD OF IT!
 
 
JurongW
    15-Apr-2026 23:12  
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Arogosta - I know u dont believe in charts.
Anyway,  I' ve indicted the potential targets based on your inputs, just to make myself happy.  Am I hallucinating?


 
 
JurongW
    15-Apr-2026 22:56  
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Semby could potentially hit $10.00. I have been highlighting this whenever possible
YES, i CAN FEEL IT, AROGOSTA - U R THE G.O.A.T.


jim carrey hip thrusts GIF

 
 

 
aragosta
    15-Apr-2026 22:26  
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As of March 2026, the following " Unmagnificent Seven" brokerage firms (often grouped by market observers as those with the most bullish outlooks) have assigned Sembcorp Industries a price target of at least $7.00:
  • UOB Kay Hian:  Maintains a target price of $7.90.
  • CGS International:  Reiterated a target price of $7.68 in March 2026.
  • OCBC Investment Research:  Holds a target price of $7.48 (since Feb 2026).
  • DBS Group Research:  Recently adjusted its target price to $7.30 (from $7.40).
  • Phillip Securities:  Set a target price of $7.00 in March 2026.
  • Macquarie Research:  Set a target price of $7.04 in February 2026.
  • KGI Securities:  Highlighted a technical target of $7.00 since beginning of 2026.
With the black market now setting a short-term target of $8.00 ~ driven by ongoing corporate movements and business developments expected to come to fruition, which only they know ~ you would expect these brokerages to copycat that $8.00 target based on the gangsters insiders insights.
 
UOBKH was the first to blink, raising its target price to $8.06 per share juz this week. Soon, one by one, the others will likely start calling for a more than $8.00 target......you can' t make this up! ...... before the mafia' s bold prediction, nobody, no analyst, NO ONE was targeting eight......
 
In fact, if the market suddenly realizes that what the black market has been weighing, is right all along, you can expect many to start to toss aside current fundamentals and technicals to chase the  forward acceleration trends  of the company. They' ll start writing beautiful songs about it, even though these business developments are already happening.......juz that they are afraid to say it......
 
From the onset, the gangs have been saying, or selling to me,   Semby could potentially hit $10.00. I have been highlighting this whenever possible (go read them, the posts are still here).......It looks like the forest we are seeing from afar is actually a plantation of durian trees....... maybe if I' m in a good mood, and nobody disturb, I may post the internal insights why the black market people were thinking what the y were or are think ing, even before the market even know it' s possible ........ dyodddd anyway, gangsters are always good in story telling..


aragosta      ( Date: 19-Mar-2026 09:43) Posted:

​ Sembcorp only blue chip green, ...... should hit at least eightby soon ........ 
one of gangsters speculation/remarks made last year could come true....../ go read....
Believe or unbeliever we not bothered

But AEM is truly unbelievable, and I did put up a billboard notice in neon lights, giving a stern warning (twice) not to short! 
Yet got one kwai lan, minutes later,   saying he queuing to sell, and then sold... 

 
 
beetlejuice
    19-Mar-2026 14:46  
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The big money is always in the waiting. The stock mkt is a device for transferring money from the impatient to the patient. 💰

JurongW      ( Date: 19-Mar-2026 14:26) Posted:

A bullish candlestick on the weekly time frame plus it rebounded from the 61.8% fib retracment.
Move past the previous resistance at 6.65 (around 38.2% fib), then all the way to $8??
a little boy is sitting at a desk with his hand on his chin and the words `` patiently waiting '' written above him .



 
 
JurongW
    19-Mar-2026 14:26  
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A bullish candlestick on the weekly time frame plus it rebounded from the 61.8% fib retracment.
Move past the previous resistance at 6.65 (around 38.2% fib), then all the way to $8??
a little boy is sitting at a desk with his hand on his chin and the words `` patiently waiting '' written above him .


 
 
aragosta
    19-Mar-2026 09:43  
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​ Sembcorp only blue chip green, ...... should hit at least eightby soon ........ 
one of gangsters speculation/remarks made last year could come true....../ go read....
Believe or unbeliever we not bothered

But AEM is truly unbelievable, and I did put up a billboard notice in neon lights, giving a stern warning (twice) not to short! 
Yet got one kwai lan, minutes later,   saying he queuing to sell, and then sold... 
 
 
aragosta
    15-Mar-2026 23:05  
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YANGZIJIANG SHIPBUILDING

Why The Azure Dragon is viewed as the " Middle Kingdom' s Apple of the Eye"

Yangzijiang Shipbuilding (YZJSB)  is widely considered the premier private shipbuilder in China and a primary showcase for 
the country' s private maritime success.  However, this " Apple of the Eye" favour status is more about strategic alignment than 
exclusive state protection.


YZJSB as the Showcase of the Middle Kingdom' s Private Enterprise
YZJSB serves as the leading example of how a private Chinese company can compete globally against top-tier South Korean 
and Japanese rivals.
1) Performance Benchmark:  It is often cited as the best-managed private yard in China, maintaining a cost advantage of at 
least 5 percentage points over its peers through superior yard optimisation.
2)  Technological Pioneer:  It was the first private yard to break into the high-barrier LNG carrier market, a sector previously 
reserved for massive state-owned enterprises.
3)  Transparency:  Its listing on the SGX makes it a highly visible, transparent representative of Chinese industrial strength to 
international investors. 

How the Middle Kingdom Favours YZJSB
The government' s -support for YZJSB is less about direct subsidies and more about strategic facilitation:
1)  Approvals for Expansion:  YZJSB received critical local and national approvals for its massive  RMB 3 billion (US$415M) 
Hongyuan Project.  In a country where the state strictly monitors overcapacity, this permission is a clear sign of high-level trust. 
The Hongyuan Project will be the company' s primary engine for increasing output over the next five years.
2)  White List Legacy:  YZJSB was a primary beneficiary of the former " White List" policy, which funneled credit and orders to 
top-tier yards to consolidate the industry and eliminate weaker private competitors.
3)  Military-Civil Fusion:  Like its state-owned counterparts, YZJSB' s advanced manufacturing capabilities align with China' s 
broader strategy to integrate civilian and defense-related industrial power. 

Why the Middle Kingdom is so damned proud of the Azure Dragon
YZJSB' s forte lies in its  exceptional cost efficiency  and its rapid  pivot into high-value green vessels, maintaining a dominant 
position as China' s largest and most profitable private shipbuilder.
1)  Green Shipping Specialist: Approximately  74%  of its current US$22.8 billion orderbook consists of eco-friendly or clean-energy 
vessels, including LNG and methanol dual-fuel ships.
2)  Technical Edge:  It is the first private Chinese yard licensed for GTT Mark III membrane technology, essential for large LNG carriers.
3)  Vessel Specialization:  YZJSB' s technical expertise is concentrated in three primary high-margin segments:  Large Containerships
Gas Carriers  (LNG carrier  market, which has high technical barriers to entry), Bulk Carriers & Tankers.

The Middle Kingdom' s confidence in YZJSB' s Market Positioning
YZJSB is growing " bigger" through investment and integration rather than traditional mergers.It is currently positioning itself as a dominant 
private-sector leader in  clean-energy vessel  construction while pursuing aggressive  vertical integration.
1)  Vertical Integration:  In  March 2026, YZJSB announced plans to acquire a  10% stake  in Poseidon Corp, the parent of its major customer 
Seaspan, providing YZJSB with direct market intelligence from the world' s largest containership lessor and aligning yard production with 
long-term vessel demand.
2)  Partnership Consolidation:  YZJSB completed a capital injection for a  34% equity stake  in Tsuneishi Group (Zhoushan) Shipbuilding in 
March 2025  . This move consolidates its relationship with a key Japanese shipbuilder, allowing for shared technology and production synergies.
3)  Private Independence:  Unlike state-owned giants (like the merged CSSC-CSIC), YZJSB remains a private leader, favoured by the government' s 
" White List" for its efficiency and tech-forward approach.
4)  Financial Strength:  Maintains a record  US$22.8 billion orderbook, providing revenue visibility through  2030.
5)  Financial Health: Its record  RMB 9.8 billion gross profit in 2025  is viewed as a stabilizing force for the manufacturing sector, especially as YZJSB
reduces its exposure to risky domestic debt investments 

The Middle Kingdom treasures YZJSB' s National Performance Contributions
The government monitors YZJSB' s performance as a key contributor to three major national indicators where China led the world in  2025: 
1)  Output: China accounted for  56.1%  of global shipbuilding output (53.69 million DWT)
2)  New Orders: Chinese yards secured  69%  of all new global orders
3)  Order Backlog: China held  66.8%  of the global order book by year-end. 

In essence, if the merged CSSC is the government' s " heavy armor" for global dominance, YZJSB is its " specialized strike force" ~ a highly 
efficient, high-tech private model that proves China can excel beyond the state-owned sector. 
 
 

 
aragosta
    15-Mar-2026 20:34  
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Before the gangsters came out with this unbelievable Kharg Island coffee shop story, no body even heard of it or know the importance of it.../ now the US has attacked it, suddenly the world takes notice...... soon we will see many analysts and many more media will write about it..... one thing for sure, if the US marines, on their way from Japan, and the green berets and navy seals, coming from US, attack and capture the Kharg Island, and protect and preserve the oil facilities, the war is as good as over..../ whether Seatrium (and Sembcorp) gets to help in the reconstruction of Kharg Island, it' s strategic importance and expertise will be noticed.... and it' s share price will soar, but it will soar like as if there' s no sky above if it trulyable to   play a strategic role in the reconstruction, here in Kharg island or elsewhere in the Midfle East...

Sometimes, a war is not a platform for you to make money shorting .... in this case, it is an opportunity for you to take position....... and wait..... this one has to be over sooner than later.... it has to.......

Trump threatens more strikes on Iran&rsquo s Kharg Island, pushes allies on Strait of Hormuz. He says US strikes have &lsquo totally demolished&rsquo most of the island and warns that more could follow
https://www.reuters.com/world/middle-east/trump-calls-allies-help-secure-strait-hormuz-iran-vows-step-up-retaliation-2026-03-15/

Iran' s Economy Would Collapse If It Lost Kharg Island: Energy Analyst
https://www.youtube.com/watch?v=yik_ZK4bs_k

Xinhua News | U.S. strikes over 90 military targets on Iran' s Kharg Island: CENTCOM
https://english.news.cn/20260315/b3e969564c80444194dceae1de1786e4/c.html

" Orphan Pearl" On Fire: The Critical Oil Island Struck By US In Iran.  US Strikes Iran: Though Trump called Kharg island Iran' s crown jewel, it was dubbed many years ago as the orphan pearl of the Persian Gulf by celebrated Iranian writer Jalal Al-e-Ahmad.
https://www.ndtv.com/world-news/middle-east-war-why-kharg-island-irans-crown-jewel-is-key-in-us-israel-war-11213688

aragosta      ( Date: 11-Mar-2026 14:55) Posted:



IF SEATRIUM GETS THIS KHARG ISLAND PROJECT, ITS PRICE REALLY CANNOT SEE ANY CEILING!......

The potential reconstruction of  Kharg Island, which handles up to  90% of Iran&rsquo s crude exports, represents one of the most technically demanding engineering projects in the post-war Middle East. 

Seatrium is uniquely positioned to handle this due to its specialized expertise in repairing high-point infrastructure and its deep familiarity with the region&rsquo s rig designs. 

Technical Requirements for Rebuilding Kharg Island
Reconstruction will focus on four critical choke points that are most vulnerable to damage:
  • Subsea Pipeline Remediation: Kharg receives oil via 25km subsea pipelines from the mainland. Rebuilding these requires Seatrium' s specialized  pipelay vessel  expertise and saturation diving support to repair seabed leaks and structural breaches.
  • Ship-Loading Equipment (Pumps & Hoses): The terminal&rsquo s ability to load  3 million+ barrels per day  depends on complex pumps and connecting hardware. Seatrium can provide modular,  pre-fabricated utility skids  that can be rapidly integrated into existing wharves to restore flow.
  • Storage Tank Rehabilitation: Kharg has a capacity of  30 million barrels. Reconstruction involves replacing  floating roofs  and specialized internal seals - technology Seatrium already uses in its massive FPSO  conversions.
  • Wharf & Jetty Structural Repair: The island' s deep-water berths must support  Very Large Crude Carriers (VLCCs). Seatrium' s heavy-lift capabilities and experience in constructing massive offshore jackets and platforms are essential for replacing destroyed berthing dolphins and loading arms. 


Seatrium' s Crucial Competitive Advantages
  • Modular Construction: Seatrium can build entire sections of the terminal in its  Singapore yards  and ship them to the Gulf for a plug-and-play installation, minimizing the time spent in potentially unstable reconstruction zones.
  • Asset Life Extension: Much of Kharg' s infrastructure is aging Seatrium' s Repairs & Upgrades segment  excels at life extension projects, which can modernize the terminal to 2026 safety standards during the repair process.
  • Regional Fleet Compatibility: Because Seatrium designed the majority of the rigs and vessels currently in the Gulf, its spare parts and engineering protocols are already the standard for the region, reducing the need for custom, high-cost re-engineering. 

 
 
JurongW
    15-Mar-2026 18:33  
Contact    Quote!
a man wearing glasses and a white shirt says "  i always knew you were good "

aragosta      ( Date: 15-Mar-2026 18:25) Posted:

Wa lau..../ see me no up..... no need la....
bascially this fella is indirectly thanking the gangsters from turning SEAtrium from being fighting for survival , now well into the recovery stage, 
ready to cheong like no other.....
He advices retailers who believe in the fundamentals as him and optimistic of the future to hang on to their shares if possible ....

 
 
aragosta
    15-Mar-2026 18:25  
Contact    Quote!
Wa lau..../ see me no up..... no need la....
bascially this fella is indirectly thanking the gangsters from turning SEAtrium from being fighting for survival , now well into the recovery stage, 
ready to cheong like no other.....
He advices retailers who believe in the fundamentals as him and optimistic of the future to hang on to their shares if possible ....
 
 
JurongW
    15-Mar-2026 18:21  
Contact    Quote!
The title is apt - The tide is definitely turning in Seatrium' s favour.

Seatrium: From Dark Times to the Road of Redemption

Seatrium (formerly Sembcorp Marine) has in past years experienced extremely difficult times.
The impact of the pandemic caused orders to shrink sharply, financial conditions to deteriorate rapidly, and the company had to carry out multiple restructurings.
The long‑ term downturn made many retail investors leave in disappointment.
With consolidation and adjustments advancing, Seatrium& rsquo s fundamentals gradually improved.
Technical trends began to strengthen, and market prospects gradually became clearer.
Market capitalization tended toward stability, and investors re‑ examined its potential.
It is expected that by 2025, with technological progress, the company& rsquo s outlook will become clearer.
Although challenges still exist, its development trajectory has already revealed a road to redemption, bringing cautious optimism to investors who have persisted until now.
 
 
MrBear12
    15-Mar-2026 16:19  
Contact    Quote!
You probably have to translate it for him...

The idea that captures me is the rescue and redemption of Seatrium.

All else is Greek to many of us English educated ...



JurongW      ( Date: 15-Mar-2026 15:36) Posted:

Dear Arogosta,  Sharing this article with u


 
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