Accumulate Strong Buy ANTM, nickel masih naik, dgn cost 4,4 USD/lb ada margin 4,9 USD/lb atau 1MT=10802 USD.
Bandingkan dgn rata2 tahun lalu, cost 3,7 USD/lb, harga 6,3USD/lb, marginnya cuma 5731 USD/MT.
Cost naik tinggi dari 3,7 USD ke 4,4 USD karena penguatan rupiah dan naiknya BBM Solar utk industri. But IRAN has helped commodities price.
Tanpa penambahan kapasitas ada growth di laba usaha utk nickel saja sebesar 88%.
Belum penambahan kapasitas FENI III.
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