Apa bedanya dibacking 1 ataupun 1000 perusahaan, kalau sumber uangnya dari 1 tempat? Kalo Soros / Buffet yang masuk, mgk harganya akan cpt melejit, krn si bandar BUMI unlikely akan membiarkan barang murahnya disosot bandar lain..
On Mon, Dec 1, 2008 at 9:26 AM, John Rull <[EMAIL PROTECTED]> wrote: > Menurut saya denga adanya transaksi oleh Northstar dan Ancora maka > posisi BUMI akan semakin baik KARENA AKAN di backing oleh beberapa > perusahaan yg memiliki modal yg cukup besar, jadi hari ini > seharusnya harga saham BUMI akan naik. > > --- In obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com>, > Iwan Tono <[EMAIL PROTECTED]> > wrote: > > > > > > Ancora gets up to 5 pct of Bumi Resources: source > > Sat Nov 29, 2008 12:02am EST > > > > Email | Print | > > Share| Reprints | Single Page | Recommend (0) > > [-] Text [+] > > By Sara Webb > > JAKARTA (Reuters) - Ancora Capital Management (Asia), an > Indonesian private equity firm, has taken a stake of up to 5 percent > in coal miner Bumi Resources (BUMI.JK: Quote, Profile, Research, > Stock Buzz), worth about $75 million, a person familiar with the > situation said on Saturday. > > Bumi, Indonesia's biggest coal miner, was the prize asset in the > diversified Bakrie group, which has been struggling to raise money > in order to repay about $1.2 billion of debt at a time when > investors are pulling out of emerging markets such as Indonesia amid > a global financial crisis and credit crunch. > > Late on Friday night, the Bakrie group announced that most of its > short-term debt problems had been settled following a deal with > Indonesian private equity firm Northstar Pacific. > > Patrick Walujo, Northstar's founder, said the investment firm > would take over a "significant" chunk of the $1.2 billion owed by > the Bakrie group in a bid to convert it into shares in Bumi. > > Separately, Ancora is taking over Bumi shares that had been held > by JPMorgan as collateral against a loan of $70-100 million, the > person familiar with the situation told Reuters. > > Ancora, which is focused on investing in Indonesia's natural > resources sector and infrastructure, was set up earlier this year by > Gita Wirjawan, the former head of JPMorgan's (JPM.N: Quote, Profile, > Research, Stock Buzz) Indonesian business, and raised about $300 > million to invest. > > Bumi controls two major coal mines, PT Kaltim Prima Coal and PT > Arutmin Indonesia, located in Indonesia's resource-rich East > Kalimantan province. Both mines produce high quality coal used in > power plants. The coal-mining firm aims to sell 60 million tonnes of > coal this year, or around a quarter of Indonesian output. > > Bumi was briefly the biggest firm by market capitalization on the > Indonesian bourse when its share price peaked in June. > > But concerns over the Bakrie group's debts, coupled with the > retreat in commodity prices and global market sell-off, knocked > Bumi's share price down from an all-time high of 8,750 rupiah to a > 2009 low of 640 rupiah in November, or less than one-tenth of the > peak value. > > Bakrie & Brothers (BNBR.JK: Quote, Profile, Research, Stock Buzz), > the listed holding company, is controlled by the family of > Indonesia's chief social welfare minister Aburizal Bakrie, and has > interests in palm oil, property and telecoms. > > The group borrowed heavily to finance an aggressive expansion, > using shares in Bumi as collateral. > > As Bumi's stock plunged, some creditors started to sell off shares > in Bumi that had been held as collateral, depressing the share price > even further, brokers said. > > Bumi shares on Friday closed at 1,010 rupiah, up 9.8 percent on > the day. > > (Editing by Tomasz Janowski) > > > > > > > > > > ________________________________ > > From: jsx_consultant <[EMAIL PROTECTED]> > > To: obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com> > > Sent: Saturday, November 29, 2008 8:01:58 PM > > Subject: [obrolan-bandar] Re: MACQUARIE how will the dice roll for > bakrie? (BUMI) > > > > > > --- In obrolan-bandar@ yahoogroups. com, bobby gosal > <bobby_gosal@ ...> > > wrote: > > > > > > > Orang engga henti henti nya mencoba menghitung nilai BUMI... > > > > Menurut pak Kidod saham BUMI di BNBR ada 19,27%, coba bandingkan > > ama hitungan Macquairie: > > > > - Dari pdf kiriman Pak Bobby Gosal: Menurut Macquire saham BUMI > > yg di repo di Oddickson ada $334 juta dollar per tgl 21/11 > > dengan menggunakan Last Traded price yaitu tgl laporan Macquire. > > Pada tgl 21/11 harga BUMI close di 710 perak. > > - Jadi jumlah lembah saham BUMI yg ada di Oddickson = > > $334 x kurs 12000/ 710 = 5,65 juta lembar atau 29%. > > > > Mana yg benar 19,27% atau 29% ?. Sepertinya yg lebih masuk akal > > adalah 19,27% > > > > Jadi sesudah Deal Nortstar: > > - Northstar punya BUMI 19,27% > > - BNBR punya sekitar 15% > > > > Status REPO BUMI: > > - Nortstar repo BUMI 19,27% ex punya BNBR dan > > - BNBR masih punya repo BUMI 7% dicreditur lain selain Oddickson. > > > > Jadi STATUS Repo BUMI sesudah deal Nortstar sebenarnya belum > > berubah. > > > > Bener engga pak Halim ?. > > > > Pak Halim gimana nasib harga BUMI sesudah CA Northstar ?. > > Pake TA atau CA ?. > > > > > Pamer gaya dengan skin baru yang keren. Coba Yahoo! Messenger > > 9.0 baru sekarang! http://id.messenger .yahoo.com > > > > > > > >
