Yakin nih Pak ,sumber uang nya dari satu tempat??
--- In obrolan-bandar@yahoogroups.com, "Hendra Susanto"
<[EMAIL PROTECTED]> wrote:
>
> 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 <suami_nyoba@>
> > 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 <jsx-consultant@>
> > > 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
> > > >
> > >
> >
> >
> >
>
