Posted by rocket > 2012-11-01 12:20 | Report Abuse

i mean the impact

Posted by ladahitam > 2012-11-01 12:22 | Report Abuse

excellent sights, great fresh seafood, great buys

Posted by mictkp > 2012-11-01 12:51 | Report Abuse

rocket. based on FA or TA explain the impact?

Posted by rocket > 2012-11-01 14:01 | Report Abuse

kc, r u still here?
mic, i don't believe TA especially in this counter.

Posted by pathew > 2012-11-01 14:14 | Report Abuse

rocket, KC Loh says i'm a Scorpene(SCOMI Marine) dealer...
why suddenly I become mongolian i dunno...

maybe he thinks i a distant relative of Altantuya (the Mongolian model that got murdered)

Posted by rocket > 2012-11-01 14:25 | Report Abuse

pathew, why u buy scomi marine, because of the MOF?

Posted by pathew > 2012-11-01 14:38 | Report Abuse

yes rocket, MOF award most likely park under SCOMIMR... that's why it has the most stable price of all...

besides, based on past postings by O&G experts (including KC, it's debt free) and therefore has higher valuation :)

Posted by KC Loh > 2012-11-01 14:39 | Report Abuse

i am not expert in Scomimr :) i dont hold any shares there!

Posted by rocket > 2012-11-01 14:41 | Report Abuse

if they park the MOF under scommir, what is the value for the shares?

Posted by pathew > 2012-11-01 14:41 | Report Abuse

bro KC, so free ah? Thought you'll be in some public bath enjoying the cool scenery and maybe with the company of some hotties?

Posted by pathew > 2012-11-01 14:43 | Report Abuse

Depends on the estimated value of the MOF itself :)
Any O&G experts care to share their views?

Posted by mictkp > 2012-11-01 14:43 | Report Abuse

pathew scomimr just debt free recently due to restructuring if i'm not mistaken. as for me. these 3 counters is a FA counter? I'm doubt about. more on goreng than fundamental counter

Posted by rocket > 2012-11-01 14:44 | Report Abuse

kc , if they park MOF under Scommir, any changes on your culculation

Posted by KC Loh > 2012-11-01 14:46 | Report Abuse

what calculation?

Posted by KC Loh > 2012-11-01 14:46 | Report Abuse

if scomimr calculation, you got to check with either ladahitam or pathew

Posted by rocket > 2012-11-01 14:47 | Report Abuse

no, the value of scomi..

Posted by KC Loh > 2012-11-01 14:48 | Report Abuse

did i give any calculation to Scomi recently?

Posted by pathew > 2012-11-01 14:51 | Report Abuse

lol KC, I remembered you mention +60sen with the sale of all their losing business elsewhere :)

Posted by KC Loh > 2012-11-01 14:52 | Report Abuse

if that was the case, no change. :)

Posted by KC Loh > 2012-11-01 14:53 | Report Abuse

how much would scomimr's price be ranging if the RM1.8bn MOFs is won and parked in scomimr, pathew?

Posted by pathew > 2012-11-01 14:56 | Report Abuse

KC, maybe we can ask an O&G expert?
I only know how to count till 10 (on my fingers) :D

Posted by rocket > 2012-11-01 14:56 | Report Abuse

Stock: [SCOMI]: SCOMI GROUP BHD

Oct 22, 2012 11:55 AM | Report Abuse

Quick recalculation:

Disposal of the proposed as stated by ladahitam ..aggregate 60 sens
MOF fuel .. aggregate 57 sens assuming 35% costs + 66% holdings

Hello hello... 1.17 per share :)

Castle in the air dreams are quite interesting! Hehe

Posted by KC Loh > 2012-11-01 14:57 | Report Abuse

note the last sentence with care also!

Posted by pathew > 2012-11-01 15:00 | Report Abuse

Value of MOF: 1.8Bn
How much would the profits/earning be for such a big project? 20% of the project value?

If so it should be 360m profits/earnings

Based on current share issue of 733009478, the EPS is: 0.49sen per share

so, TP is 0.44 + 0.49 = 0.93sen?

Posted by pathew > 2012-11-01 15:00 | Report Abuse

note: these figures are all hypothetical... don't take my word for it!

Posted by rocket > 2012-11-01 15:04 | Report Abuse

pathew, can help me to explain this
MOF fuel .. aggregate 57 sens assuming 35% costs + 66% holdings

Posted by KC Loh > 2012-11-01 15:05 | Report Abuse

That's about the correct calculation and idea pathew. you are indeed very good. now if only Scomi puts it in Scomimr la, after the manage to get the award la, after no squabbling from stakeholders la and after all can shhh....

Posted by pathew > 2012-11-01 15:08 | Report Abuse

@rocket, those figures came from Bro KC, i didn't write them...
my "genius" formula is above :P

@KC, bro i noob la, where know so much... only started gaining more knowledge after stumbling on this site and learning from all the sifu!

Posted by KC Loh > 2012-11-01 15:09 | Report Abuse

rocket, just follow pathew. he is humble, handsome and hands-on. the rest of us dunno anything about scomimr :)

Posted by rocket > 2012-11-01 15:12 | Report Abuse

sigh....ok.i just pray my Tuo Pek Kong n start to confuse.

Posted by pathew > 2012-11-01 15:12 | Report Abuse

KC, stop putting me on table... SEND MONEY!
LOL

Posted by lonelyreload > 2012-11-01 15:13 | Report Abuse

sigh... scomi~~ gogogo pls~

Posted by rocket > 2012-11-01 15:13 | Report Abuse

ok, u all organise talk n i will pay n attend

Posted by KC Loh > 2012-11-01 15:14 | Report Abuse

i will send money if i hold scomimr. but i don't! i really don't!......

Posted by rocket > 2012-11-01 15:23 | Report Abuse

pathew, how many % of scomimir shares hold by scomi?

Posted by pathew > 2012-11-01 15:25 | Report Abuse

@KC hahaha... kidding la, but we should have a gathering to get to know each other!

Who's up for a Heine?

@rocket, u talk as if I am a substantial shareholder of SCOMIMR! hahaha.... i don't even own 0.001% of SCOMIMR if that's what you wanna know :P

Posted by Ng Kai Yau > 2012-11-01 15:41 | Report Abuse

market talk. tembikai & cenang mof is more reserved (Oil) than berantai.

Posted by rocket > 2012-11-01 15:42 | Report Abuse

ng, are holding any Scomimr

Posted by Ng Kai Yau > 2012-11-01 15:42 | Report Abuse

only scomi

Posted by Ng Kai Yau > 2012-11-01 15:43 | Report Abuse

e.g. berantai profit is USD 1 bil, what will be cenang & tembikai

Posted by KC Loh > 2012-11-01 15:47 | Report Abuse

Ng KY, slow slow mari, don't get the submariners too excited! LOL

Posted by KC Loh > 2012-11-01 15:49 | Report Abuse

proven fact: Rocket doesn't do homework but wants to have free lunch! with all due respect to tua pek kong, that is....

Posted by Ng Kai Yau > 2012-11-01 15:49 | Report Abuse

oh. i m just giving the example. dont be too exited

Posted by KC Loh > 2012-11-01 15:50 | Report Abuse

and now you become teaser! LOL

Posted by Ng Kai Yau > 2012-11-01 15:52 | Report Abuse

hahahahah.

Posted by rocket > 2012-11-01 15:54 | Report Abuse

lada, where r u?

Posted by KC Loh > 2012-11-01 15:54 | Report Abuse

now rocket looking for new informer hehehehe

Posted by Ng Kai Yau > 2012-11-01 15:59 | Report Abuse

ya, seem like he got a lot of query. maybe he bought a lot? or he enter @ high price?

Posted by rocket > 2012-11-01 16:03 | Report Abuse

kc, i dont want free lunch if i'm that capable.
:(want to do homework also don't know where to start.i try to readn if i don't understand i ask. but when i ask , people say free lunch pula.

Posted by KC Loh > 2012-11-01 16:10 | Report Abuse

try asking after doing research. for eg, cenang and tembikai value is given. you can even google it. for eg, Scomimr shareholding is also given, you can also google it or get it from bursamalaysia.com

maybe its the way you state your questions. doesn't show reading has been done. maybe you can try by saying, i see from this link or that link, there is this statement i don't understand. then maybe more are willing to answer! in fact, some of what you are asking may be already answered in previous postings.

this post is by no means intending to show snootiness or malice. but in a give and take situation, what is your contribution?