Maksudnya ML apa nih. Net income ANTM 2009 diestimasi cuma 8% dari estimasi net income 2008? Enggak kira2 ya. Sekalian saja diestimasi rugi dan bangkrut, kayak ML-nya sendiri. Kalo harga saham emang bisa saja turun ke 900, kayak ML guyur bumi ke 4xx-5xx. Tapi kalo laba emitennya yang diguyur tinggal 8% itu gimana caranya? Begitu parahnya kah ANTM???
2009/2/16 Cumi Goreng Tepung <cumie...@gmail.com> > ati-ati aja, kali aja ada ML's Daisy Suryo strikes back! > > > Salam, > Korban BUMI? Makan cumi saja! > > > On Mon, Feb 16, 2009 at 3:55 PM, Yudizz <y_d...@mail2web.com> wrote: > >> Si ML ini belum tahu ya kalo embernya Pak Rei gede banget. Bukan ember >> lagi, udah kaya waduk malah. Kekekek... >> >> Canda Bos... >> >> Regards, >> Yudizz >> >> Send from My Nokia Nseries >> supported by Mail for Exchange 2.0 >> >> >> --- original message --- >> From: "Rei" <highwaysta...@gmail.com> >> Subject: Re: [obrolan-bandar] ANTM (TP Rp900) - Merrill Lynch: Potential >> difficulties offset attractive price >> Date: 16th February 2009 >> Time: 1:09:35 pm >> >> Sht....let it be...if they give us 900, we would be very happy!!! >> >> On Mon, Feb 16, 2009 at 1:07 PM, SyIFA Fund <syifa.f...@yahoo.com> wrote: >> >> > Ohh...ML just CAUTIOUS like usual. Underground mining is >> > difficult?come on...ML analyst should go to Aceh and Kalimantan and >> should >> > see that underground mining is no longer difficult...just hire the >> > Australian to do that. >> > And IF you guys carefully read this ML analyst report, you can see too >> many >> > conflicts in her writing. That make me CAUTIOUS also..hehe...PEACE. >> > >> > >> > >> > Regards, >> > >> > >> > SF FM >> > Where you can trust your fund >> > >> > --- On *Mon, 2/16/09, simon bolenang <simon_bolen...@yahoo.com>* wrote: >> > >> > From: simon bolenang <simon_bolen...@yahoo.com> >> > Subject: [obrolan-bandar] ANTM (TP Rp900) - Merrill Lynch: Potential >> > difficulties offset attractive price >> > To: "obrolan-bandar yahoogroups" <obrolan-bandar@yahoogroups.com>, >> "saham >> > yahoogroups" <sa...@yahoogroups.com> >> > Date: Monday, February 16, 2009, 5:46 AM >> > >> > >> > >> > >> > *Muted reaction to recent gold asset acquisition* >> > ANTM has signed a Heads of Agreement to transfer ownership of PT >> Cibaliung >> > Sumber Daya (CSD) from Arc Exploration to ANTM. ANTM will settle Arc's >> > US$8mn debt to ANZ. The move should effectively make ANTM the sole owner >> of >> > the undeveloped Cibaliung gold mine, in which CSD has a 95% stake. While >> we >> > think the price is attractive, our reaction is muted given past project >> > delays and >> > mining difficulty. Mining is by underground cut-and-fill stoping with >> > decline access. >> > *Cibaliung mining not straightforward, in our view* >> > True, ANTM might get Cibaliung for a cheap price: US$8mn for a 95% stake >> in >> > Cibaliung, which has 412,000 oz reserves (US$20.4/oz) . And we >> understand >> > Arc >> > has spent a substantial amount to develop the mine. However, considering >> > project >> > commissioning has been delayed for around two years on capex overrun, >> some >> > financing difficulty and some development phase delays, we are now at >> the >> > "wait >> > and see" stage. ANTM is targeting to spend an additional US$35-40mn to >> > bring it >> > into operation in 2H10. >> > *ANTM still largely a nickel company after the acquisition* >> > We view Cibaliung more as a replacement for ANTM's Pongkor gold mine >> rather >> > than a significant addition. As of December 2007, Pongkor gold reserve >> was >> > 742,750 oz, which we estimate can last for another 3-4 years based on >> > historical >> > peak production. By 2011 we expect ANTM to still be largely a nickel >> > producer, >> > with nickel contributing about 70% of total revenue. >> > *Our stance: still cautious near term* >> > We have yet to see a rebound in nickel price with LME inventory still >> > creeping up >> > and the global economy yet to recover. We await FY08 results to get >> fuller >> > details, >> > and indicators to what lies ahead. ANTM has warned of a potential >> > derivative loss, >> > which we believe could negatively impact its cash position. As of Sep >> 2008, >> > its net >> > cash was ~US$260mn. >> > >> > This message and any attachment are confidential and may be privileged >> or >> > otherwise protected from disclosure. If you are not the intended >> recipient >> > please telephone or e-mail the sender and delete this message and >> > all attachments from your system. If you are not the intended recipient >> you >> > must not copy this message or any attachment or disclose the contents to >> any >> > other person. >> > >> > E-mail transmission cannot be guaranteed to be secure, error-free or >> > virus-free. The sender therefore does not accept liability for any >> errors, >> > omissions or consequences which arise as a result of e-mail >> transmission. >> > This message is provided for informational purposes and is not intended >> to >> > nor will it create any binding legal relations. If verification is >> required >> > please request a hard-copy version. This message should not be construed >> as >> > a solicitation or offer to buy or sell any securities or related >> financial >> > instruments. >> > >> > >> > >> > >> > >> > >> > >> >> >> ------------------------------------ >> >> + + >> + + + + + >> Mohon saat meREPLY posting, text dari posting lama dihapus >> kecuali diperlukan agar CONTEXTnya jelas. >> + + + + + >> + +Yahoo! Groups Links >> >> >> >> > > -- Salam ARRAYARRA
