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SEMBMARINE - A NEW CHAPTER - DEMERGED

Yawn.. smm dont need losers like you to invest. Haha

ckmpd1      ( Date: 13-Apr-2022 16:48) Posted: Yes. We already said..no new contracts, no profits, price rise cant be sustained. The only hope  is when SCM merges with KOM it gets decent terms. But Dec 2021 passed, no agreement, Mar passed come end Apr?, no agreement. Will  there be agreement come end Apr? Many are waiting with bated breath weekaykee      ( Date: 13-Apr-2022 16:42) Posted: Every tom dick harry is setting up green energy related support companies, with many popping up in Europe. China and Korean companies will control the Asian green energy contracts.  Which explains why SCM is having so much difficulty winning contracts.

 

Posturing is the hallmark of narcissists, pseudo-experts, and pseudo-rich. This forum is listless without them. Have fun!

baybefaze      ( Date: 13-Apr-2022 13:46) Posted: Why are some here so dejected and miserable when price move up  Bless and you will be blessed Curse and you will be cursed Don' t believe??? Time will prove That' s the golden rule - do to others what you want others to do to you.

 

Yes, it cannot be denied that the current wave seem to favour an uptrend of SCM. One possible reason could be the forthcoming announcement of the merger with KOM, in my opinion could be the saviour to SCM.
I am not saying this uptrend is a bad thing, all those who bought at 8cts should be rejoicing and celebrate. If you have sold some, be it 30% 40% 100% of your holding, nobody can say is wrong, nobody can say is right too. Your money you make the decison. The final outcome we dun know, or does anybody here dare to say they are 100% sure it will continue to go up, 20cts, 30cts, $1 and it won' t be like a simlar happening again in the 20cts saga?
But, 1 thing struck me is how come those who claimed very sure will continue to go up 20cts 30cts then they sell now? Meaning, they got doubt too? think about it lor. U can keep or you can sell, is up to you, but dun come and say is 100% sure wil continue to go up then you say sold some oredy? It puzzled me very much, not so much to attack you hor.
 

Sgvale      ( Date: 14-Apr-2022 10:34) Posted: Today can close 128. Happy liao

 

Today can close 128. Happy liao

 

What happens to delist of  Sembcorp Marine 

 

Buy the stock only when there is certainty of new contracts and profits. If not, stay away. Invest safe.

ckmpd1      ( Date: 13-Apr-2022 16:48) Posted: Yes. We already said..no new contracts, no profits, price rise cant be sustained. The only hope  is when SCM merges with KOM it gets decent terms. But Dec 2021 passed, no agreement, Mar passed come end Apr?, no agreement. Will  there be agreement come end Apr? Many are waiting with bated breath weekaykee      ( Date: 13-Apr-2022 16:42) Posted: Every tom dick harry is setting up green energy related support companies, with many popping up in Europe. China and Korean companies will control the Asian green energy contracts.  Which explains why SCM is having so much difficulty winning contracts.

 

Hi CK,
I will save this message of yours and come back to you in due course.
Putting everything aside, my price is less than 0.089 and about 12k lots.
Ordinary retailers will not come here.
But I am here because I like to mingle with all levels of people.
Respecting humans who can talk sense.
Hope you continue to belong to this category.

ckmpd1      ( Date: 13-Apr-2022 16:48) Posted: Yes. We already said..no new contracts, no profits, price rise cant be sustained. The only hope  is when SCM merges with KOM it gets decent terms. But Dec 2021 passed, no agreement, Mar passed come end Apr?, no agreement. Will  there be agreement come end Apr? Many are waiting with bated breath weekaykee      ( Date: 13-Apr-2022 16:42) Posted: Every tom dick harry is setting up green energy related support companies, with many popping up in Europe. China and Korean companies will control the Asian green energy contracts.  Which explains why SCM is having so much difficulty winning contracts.

 

Squeeze the shorts...pump it to 20 cents...

Myopinion      ( Date: 13-Apr-2022 16:51) Posted: looks like gonna close at 117 :)

 

looks like gonna close at 117 :)

 

Yes.

We already said..no new contracts, no profits, price rise cant be sustained.

The only hope  is when SCM merges with KOM it gets decent terms.

But Dec 2021 passed, no agreement, Mar passed come end Apr?, no agreement. Will  there be agreement come end Apr? Many are waiting with bated breath

weekaykee      ( Date: 13-Apr-2022 16:42) Posted: Every tom dick harry is setting up green energy related support companies, with many popping up in Europe. China and Korean companies will control the Asian green energy contracts.  Which explains why SCM is having so much difficulty winning contracts.  ckmpd1      ( Date: 13-Apr-2022 16:37) Posted: SCM has no competitive nor absolute advantage against other competitors.  What can SCM do  that Chinese or Korean yards cant?  And they are likely to be cheaper. Yes, tenders can be many.  But can SCM win those contracts? Why wld foreigner owners choose SCM rather than others? The last two yrs testify to SCM' s inability to win contract

 

Every tom dick harry is setting up green energy related support companies, with many popping up in Europe. China and Korean companies will control the Asian green energy contracts. 
Which explains why SCM is having so much difficulty winning contracts. 

ckmpd1      ( Date: 13-Apr-2022 16:37) Posted: SCM has no competitive nor absolute advantage against other competitors.  What can SCM do  that Chinese or Korean yards cant?  And they are likely to be cheaper. Yes, tenders can be many.  But can SCM win those contracts? Why wld foreigner owners choose SCM rather than others? The last two yrs testify to SCM' s inability to win contracts weekaykee      ( Date: 13-Apr-2022 16:32) Posted: Some have started dreaming, including analysts,  that the contracts will start falling in its lap very soon and have made lofty projections based on many contracts being won. Well there will be more tenders coming up but so will the competition to push down margins. SCM going to tender to make a loss?

 

I agree.

That is why i am waiting for the announcement on term and conditions.  Remember 2020' s SCI/SCM demerger terms?

weekaykee      ( Date: 13-Apr-2022 16:35) Posted: I believe the merger will go through but the terms are going at be at best neutral or unfavourable for SCM. The current price should have already factored this in. Any further price escalation has to come from more large contract wins. Otherwise, many will end up getting burned again.  ckmpd1      ( Date: 13-Apr-2022 16:32) Posted: SCM SHs dont like to hear that SCM is in a precarious position. If KC rejects merger or terms not to its liking, merger is off.  How long can SCM last? The only flicker of light is merger is agreed and successful.  Time is of the essence.  I too wish merger comes true. But only time will tel

 

I will not bet on SCM never going below 8 cts eventually. 

ahbui8      ( Date: 13-Apr-2022 15:04) Posted: Bro don' t continue hai ren with your baseless comments, some people already kana hai by you, getting out at low 8cts base on your negative comments ckmpd1      ( Date: 13-Apr-2022 13:49) Posted: Frankly nothing much changes since 2nd RI. 1. SCM is still losing money 2. Merger with KOM is still uncertain 3. Merger terms are far from certain 4. Approval, if merger is proposed, may not be approved 5. in the meantime SCM is burning cash at the rate of $80 to $100m per month. I see SCM hanging on a tiny straw....merger.  If that falls\\ through, SCM is gone case...kaput.  we can all speculate that Singapore and Temasek will not let SCM die.  But we never kno

 

SCM has no competitive nor absolute advantage against other competitors.  What can SCM do  that Chinese or Korean yards cant?  And they are likely to be cheaper.

Yes, tenders can be many.  But can SCM win those contracts?

Why wld foreigner owners choose SCM rather than others?

The last two yrs testify to SCM' s inability to win contracts

weekaykee      ( Date: 13-Apr-2022 16:32) Posted: Some have started dreaming, including analysts,  that the contracts will start falling in its lap very soon and have made lofty projections based on many contracts being won. Well there will be more tenders coming up but so will the competition to push down margins. SCM going to tender to make a loss?   ckmpd1      ( Date: 13-Apr-2022 14:15) Posted: It is actually quite easy to figure out what will happen to the 2nd RI money if no merger. 1.  Ask how much money is left now from 2nd RI 2.  Know how much money SCM is losing every month If no merger soon, what will happen to SCM

 

I believe the merger will go through but the terms are going at be at best neutral or unfavourable for SCM. The current price should have already factored this in. Any further price escalation has to come from more large contract wins. Otherwise, many will end up getting burned again. 

ckmpd1      ( Date: 13-Apr-2022 16:32) Posted: SCM SHs dont like to hear that SCM is in a precarious position. If KC rejects merger or terms not to its liking, merger is off.  How long can SCM last? The only flicker of light is merger is agreed and successful.  Time is of the essence.  I too wish merger comes true. But only time will tell weekaykee      ( Date: 13-Apr-2022 16:26) Posted: Without a merger, SCM will be dead within a few years. It is unable to compete with the very fast expanding foreign players, especially with the current management. The market is getting very competitive with low profit margins. That explains why SCM is so slow in winning green contracts. It has tendered for 20 projects but hardly won any. It will win contracts only if it undercuts to breakeven or make a loss from a project

 

Some have started dreaming, including analysts,  that the contracts will start falling in its lap very soon and have made lofty projections based on many contracts being won. Well there will be more tenders coming up but so will the competition to push down margins. SCM going to tender to make a loss?
 

ckmpd1      ( Date: 13-Apr-2022 14:15) Posted: It is actually quite easy to figure out what will happen to the 2nd RI money if no merger. 1.  Ask how much money is left now from 2nd RI 2.  Know how much money SCM is losing every month If no merger soon, what will happen to SCM? 112233      ( Date: 13-Apr-2022 14:02) Posted: so IF (i say IF hor, please don' t shoot me ... ) the merger did not happen for whatever reason, what will happen to the " funds" generated from the 2nd RI

 

SCM SHs dont like to hear that SCM is in a precarious position. If KC rejects merger or terms not to its liking, merger is off.  How long can SCM last?

The only flicker of light is merger is agreed and successful.  Time is of the essence.  I too wish merger comes true.

But only time will tell

weekaykee      ( Date: 13-Apr-2022 16:26) Posted: Without a merger, SCM will be dead within a few years. It is unable to compete with the very fast expanding foreign players, especially with the current management. The market is getting very competitive with low profit margins. That explains why SCM is so slow in winning green contracts. It has tendered for 20 projects but hardly won any. It will win contracts only if it undercuts to breakeven or make a loss from a project. ckmpd1      ( Date: 13-Apr-2022 14:19) Posted: Who is more desperate to see a merger?  KC or SCM? I always prefer to invest in the company holding the trump card.  Hence i invest in KC, not SC

 

Without a merger, SCM will be dead within a few years.
It is unable to compete with the very fast expanding foreign players, especially with the current management. The market is getting very competitive with low profit margins. That explains why SCM is so slow in winning green contracts. It has tendered for 20 projects but hardly won any. It will win contracts only if it undercuts to breakeven or make a loss from a project.

ckmpd1      ( Date: 13-Apr-2022 14:19) Posted: Who is more desperate to see a merger?  KC or SCM? I always prefer to invest in the company holding the trump card.  Hence i invest in KC, not SCM ckmpd1      ( Date: 13-Apr-2022 14:15) Posted: It is actually quite easy to figure out what will happen to the 2nd RI money if no merger. 1.  Ask how much money is left now from 2nd RI 2.  Know how much money SCM is losing every month If no merger soon, what will happen to SCM

 

Bro don' t continue hai ren with your baseless comments, some people already kana hai by you, getting out at low 8cts base on your negative comments

ckmpd1      ( Date: 13-Apr-2022 13:49) Posted: Frankly nothing much changes since 2nd RI. 1. SCM is still losing money 2. Merger with KOM is still uncertain 3. Merger terms are far from certain 4. Approval, if merger is proposed, may not be approved 5. in the meantime SCM is burning cash at the rate of $80 to $100m per month. I see SCM hanging on a tiny straw....merger.  If that falls\\ through, SCM is gone case...kaput.  we can all speculate that Singapore and Temasek will not let SCM die.  But we never know weekaykee      ( Date: 13-Apr-2022 13:26) Posted: It is a long game. Stay put and see where it ends. Could be $1 or 0. Too early to claim any sort of victory unless you bought at 8 cts and sold everthing at 11.5 cts and vowed never to re-invest in SCM

 

Just glad that after holding for close to a year, finally broke even today at 11.1 cents.

Up up and away.... waiting at least for 13 cents.
vested 750 lots..