ya ampyun.. Jend yg td n maren2 Offer gede di 2075 and 2100 yah..akumulasi berat di 1950 sm 2000 ye Pantes ga mau ngegas nih.. Teman-teman, Jend mau lihat Chart PGAS nih. Bagaimana kalau kita kirimin Jend Chart PGAS versi masing2..
Salam Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss...! -----Original Message----- From: artomoro9 <artomo...@yahoo.co.id> Date: Mon, 23 Feb 2009 20:44:37 To: <obrolan-bandar@yahoogroups.com> Subject: next pgas Bls: [obrolan-bandar] Re: Fw: ANTM (TP Rp1,275) - CLSA: The gold argument giliran berikutnya PGAS... any comment...?? mohon maaf mbah, analisa nya sederhana saja, ane beli kemaren hehehe.... 1. mungkin prof JT dan yg lain bisa lampirin chart PGAS secara Volume, kan chart pasti sama aja, tinggal mau makenya gimana. 2. Nanti bung michel angelo bisa kasi bluemoon di PGAS biar chart nya tambah cantik 3. nah ini dia, bung tasrul men OPtimized agar cocok dengan asumsi saya 4. Bung DE : ini BUMN juga kan... tuh mbah sudah komplit kan bantuan dari teman2 OBers. disclaimer..?: kita liat aja nanti, kalo bener semoga, kalo keliru ya disclaimer ON .. --- Pada Sen, 23/2/09, jsx_consultant <jsx-consult...@centrin.net.id> menulis: Dari: jsx_consultant <jsx-consult...@centrin.net.id> Topik: [obrolan-bandar] Re: Fw: ANTM (TP Rp1,275) - CLSA: The gold argument Kepada: obrolan-bandar@yahoogroups.com Tanggal: Senin, 23 Februari, 2009, 12:23 AM Lagi DIGILIR ... --- In obrolan-bandar@ yahoogroups. com, "Irwan Adi Triwibowo" <irwan...@.. .> wrote: > > AYO BUM_BUM masak kalah sama TAM_TAM..... ......... .... > > > >________________________________ > > From: obrolan-bandar@ yahoogroups. com > [mailto:obrolan-bandar@ yahoogroups. com] On Behalf Of Joe Grunk > Sent: Monday, February 23, 2009 1:55 PM > To: obrolan-bandar@ yahoogroups. com; sa...@yahoogroups. com > Subject: [obrolan-bandar] Fw: ANTM (TP Rp1,275) - CLSA: The gold > argument > > > > > > > > > > > > > > * CLSA is bullish on gold and upgrading the price > assumptions by around 25% to 27% over the next two years, with potential > for short-term upside surprise. > > * Subsequently, we are raising our earnings forecasts for > Antam by 90% to 25%. > > * Known to be a nickel play, gold contribution to Antam > revenue could increase from 10% in 2007 to an expected 30% in 2009 while > the contribution to gross profit could jump from 10% to 50% over the > same period. > > * Impact of higher gold price over the longer run to > earnings and cash flows is more subdued though, due to relatively short > gold reserves life, as reflected in 25% gold contribution to our total > DCF estimate. > > * Antam valuations, PE and EV/EBITDA, are not cheap but > the counter offer the only gold exposure in town. > > * Risks would include stubbornly high ferronickel cost, > immediate ban on nickel ore export, and higher than assumed derivative > loss. > > * Upgrade to Outperform. > > > > With best regards, > > > > Ahmad Solihin (Olie) > > CLSA Indonesia , Investment Analyst > > Phone: +62 21 2554 8834 > > Mobile: +62 812 807 3656 > > Fax: +62 21 574 6920 > > ahmad.solihin@ ... <mailto:ahmad. soli...@. ..> > > > > > > > > > > >________________________________ > > > CLSA CLEAN & GREEN: Please consider our environment before > printing this email. > The content of this communication is subject to CLSA Legal and > Regulatory Notices. > These can be viewed at https://www. clsa.com/ disclaimer. html > <https://www. clsa.com/ disclaimer. html> or sent to you upon request. > > > > > >________________________________ > > Dapatkan alamat Email baru Anda! > <http://sg.rd. yahoo.com/ id/mail/domainch oice/mail/ signature/ *http:/mai l. > promotions.yahoo. com/newdomains/ id/> > Dapatkan nama yang selalu Anda inginkan sebelum diambil orang lain! > Firefox 3: Lebih Cepat, Lebih Aman, Dapat Disesuaikan dan Gratis.http://downloads.yahoo.com/id/firefox
