yang berani menangkap pisau jatuh atau BOM JATUH cuma yg punya nyali ......:)) Yup, bener sialan PGAS di susspend...., PTBA sihh dah cukup dng cuan 5%
:D On 1/15/07, jsx_consultant <[EMAIL PROTECTED]> wrote:
PTBA partner PGAS yang dikerjain BOSS naik ke 300 +8%... Sayang PGAS nya di suspend... --- In obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com>, [EMAIL PROTECTED] wrote: > > Maaf, cuman utk menambahkan rumors dari badai yang baru liwat. > Gua pribadi sih gak percaya cerita dibawah … gua sdh mencoba tangkap pisau > jatuh dgn gaya siauw lim pay. > Beli dikit saja, …. Gak kebayang bisa dpt barang murah > Semoga senin bisa ada rebound utk cari uang saku > > Cerita dibawah saya kutip dari > http://yosef-ardi.blogspot.com/2007/01/pgn-crash-insider- trading.html > (theory konspirasi) > > > PGN crash, insider trading > I got some calls early Friday after I posted the information about major > delay of gas pipeline linking South Sumatra & West Java (SSWJ) built by PT > Perusahaan Gas Negara (PGN) Tbk. I didn't realize that information had > been around for a while and triggered almost 38% drop in the share price. > I got the information on Thursday evening, like everybody else. > > "It's a mini Enron," an analyst at European-based investment bank said. > "What's up?" > "Just imagine almost 40% drop in days after government divested 5% shares > at Rp11,300." > "I thought the whole market has been under global pressure." > "No, it's specific Indonesia & PGN. Some of us think PGN might hide more > information about its performance in their balance sheet!" > "I heard the management with their MSOP & employees with their ESOP had > the information kept for themselves for so long. You gotta investigate > this, a potential insider trading case," an analyst for US-based firm > said. > "Wish I could. Do you have data to support?" > "We could provide!" > "That's great. BTW, it must be a blessing in disguise for the Malaysian > investor who claimed that he offered to buy PGN shares at Rp12,000 and > government's advisors declined the offer, right?" > On Friday, right after many aware of the PGN situation, 186 million shares > changed hands to make it the single largest transaction in the market at > Rp1.4 trillion. Macquarie Securities dumped 57 million shares, followed by > Deutsche and CLSA at 17 million and 14.7 million shares respectively. > On Sunday, PGN management denied accusations of hiding material > information, including the 3-month delay of SSWJ. > It looks all fine if you read the press statement. PGN predicts gas > delivery would increase significantly from 338 MMSCFD in 2006 to 555 > MMSCFD in 2007 and 919 MMSCFD in 2008. But the management didn't disclose > financial impact of the delay, including claims from third-parties (gas > suppliers & customers). > Labels: PGN > > > > ________________________________________ > From: obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com> > [mailto:obrolan-bandar@yahoogroups.com<obrolan-bandar%40yahoogroups.com>] On Behalf Of jsx_consultant > Sent: Sunday, January 14, 2007 1:19 PM > To: obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com> > Subject: [obrolan-bandar] Re: PGAS VALUATION (7400 harga SUPER DISCOUNT) > > Pak Herman, > > - Apakah penurunan volume ini SEIMBANG dengan dengan penurunan > harga PGAS ?. > - Apakah Discounted cash flow (DCF) dari projected (ALL) Future > Earning JUGA turun 36% (dari 11500 (harga divestasi bulan lalu) > ampe 7400) akibat dari PENUNDAAN pengoperasian ?. > - Penundaan tidak mengakibatkan kerugian sebesar CASH INFLOW, > tapi cuman sebesar= BUNGA x CASH INFLOW dari project > baru ini x LAMAnya delay.. IT SHOULD NOT BE SIGNIFICANT ampe > sebesar penurunan PGAS 36%. > > Ada yg bisa ngitung pengurangan DCF akibat DELAY project > baru ini ?. > > Embah TEBAK tanpa ngitung, paling banter DCF berkurang > dibawah 3% ... CMIIW... > > Jadi 7400 adalah harga SUPER DISCOUNT yaitu 36% lebih murah > dari harga divestasi kemaren .... >
