ga make sense ahh.. cm naik 8%.. tp downgrade cuma ke 900..hahaha...
--- On Mon, 2/16/09, sylar_fang <sylar_f...@yahoo.co.id> wrote:
From: sylar_fang <sylar_f...@yahoo.co.id>
Subject: [obrolan-bandar] Re: ANTM (TP Rp900) - Merrill Lynch: Potential di
fficulties offset attractive price
To: obrolan-bandar@yahoogroups.com
Date: Monday, February 16, 2009, 6:01 AM
... mungkin FENI I-IV na ANTM mau disabotase ama ML kali
pak ... :) ... so tinggal GOLD aja ... pan GOLD menyumbang less than
10% dr income na ANTM ... btw kl mau ke 900 sih kita tampung aja ..
ane masih hold neh ANTM yg ane beli di 10xx ... kl turun avg down
aja ... makan dividen gpp deh taun ini ... biasa na dividen na BUMN
lumayan .. apalagi mau election nih ... kali aja ANTM berbaik ati
bagi dividen diatas 50% an dr net income na ...
.... btw apa gak salah baca pak ? ... udah males ane skrg kl baca2
riset sekuritas ... apalagi ML yg kl gak di bailout udah bangkrut ...
:)
--- In obrolan-bandar@ yahoogroups. com, ARRAY27 <arra...@... > wrote:
>
> 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...@.. .>
>
> > 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...@...> 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" <highwaystar91@ ...>
> >> 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.fund@ ...>
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_bolenang@ ...>*
wrote:
> >> >
> >> > From: simon bolenang <simon_bolenang@ ...>
> >> > Subject: [obrolan-bandar] ANTM (TP Rp900) - Merrill Lynch:
Potential
> >> > difficulties offset attractive price
> >> > To: "obrolan-bandar yahoogroups" <obrolan-
ban...@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
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> >> to
> >> > nor will it create any binding legal relations. If
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> >> 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.
> >> >
> >> >
> >> >
> >> >
> >> >
> >> >
> >> >
> >>
> >>
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>
> --
> Salam ARRAYARRA
>
