Mungkin gaya bahasa hiperbol aja Bos, maksudnya sebagian besar.
Yang penting bukan Sinar Mas ya Bos ...:))
----- Original Message -----
From: Sudeswanto
To: obrolan-bandar@yahoogroups.com
Sent: Wednesday, January 31, 2007 1:41 PM
Subject: RE: [obrolan-bandar] Re: [saham] Buy ANTM target Rp 14000,-
Awal Tahun 2006 lalu ketika harga nickel jatuh dari 8$/lb ke 6$/lb, semua
sekuritas dalam risetnya pake rata2 5$/lb atau 4$/lb, ehh malah naik terus
SSY: semua sekuritas? ^^
-----Original Message-----
From: EKA SUWANDANA [mailto:[EMAIL PROTECTED]
Sent: 31 Januari 2007 12:33
To: obrolan-bandar@yahoogroups.com
Subject: [obrolan-bandar] Re: [saham] Buy ANTM target Rp 14000,-
Biasa, kalo udah hilang barang begitu!!! Kalo nggak target harga diturunin,
harga nickel ditakut2in turun. Awal Tahun 2006 lalu ketika harga nickel jatuh
dari 8$/lb ke 6$/lb, semua sekuritas dalam risetnya pake rata2 5$/lb atau
4$/lb, ehh malah naik terus. Nickel price, only God knows where to go?
By the way, Rp14000 target mah sangat possible asal Nickel nggak turun
dibawah 30000$/MT. Ibu Daisy risetnya di ML sekarang ikut2an setuju bakal
15000-16000. Ah saya sih 11000-12000 udah seneng tuh!
Saya yakin sekarang para MI sudah dapet bocoran laporan 2006 yg 'bocor'
semenjak 2 hari lalu. profit Rp 1.5T? EPS? Asumsi 2007 kalo gini sih bisa
2,6T??? Common guys kenapa hari ini turun????
James Arifin <[EMAIL PROTECTED]> wrote:
so strange, even Ferry Wong recommend "HOLD" while he forecast the stock
price will drop to 7500 in 12 months period. STRANGE ... STRANGE
On 1/25/07, nicholas alvin <[EMAIL PROTECTED]> wrote:
Antam's Nickel Output May Rise to 22,000 Tons in 2007 (Update2)
By Claire Leow and Leony Aurora
Jan. 25 (Bloomberg) --PT Aneka Tambang, Indonesia's second- largest
nickel miner, said it may increase output of the metal by as much as 52 percent
this year as with a new smelter contributing full-year production.
Antam, as the company is known, may produce between 20,000 metric tons
and 22,000 tons, a record, compared with estimated output of 14,474 tons in
2006, it said today in a statement.
The miner, which is 65 percent state-owned, is boosting production to
take advantage of surging demand and record prices. Nickel stockpiles tracked
by the London Metal Exchange plunged 81 percent last year, and a further 25
percent this year as more of the metal was used in buildings, bridges and
ships.
``I am not sure about their production run,'' said Ferry Wong, an
analyst with BNP Paribas Peregrine, who expects 21,000 tons this year at best.
``They missed the target last year.''
Antam shares, which have gained 71 percent in the past six months, were
unchanged at 8,050 rupiah at 11:42 a.m. Jakarta time. Wong recommends investors
hold the stock, which he forecasts will drop to 7,500 rupiah in 12 months.
On Jan. 22, Jakarta-based Antam said it was aiming for output of as
much as 22,000 tons in 2008, when the new smelter would be running at full
capacity.
Reduced Capacity
The company didn't give a 2007 output forecast in that statement,
saying the smelter in question has been running at 36 megawatts since
mid-November, compared with a full load of 42 megawatts. Antam also plans to
overhaul its oldest smelter this year, which will disrupt production for at
least six weeks.
Three-month nickel futures on the London Metal Exchange have more than
doubled in the past year, touching a record yesterday of $38,502 a metric ton,
before settling at $37,450.
``I prefer PT Inco as a pure nickel play,'' Wong said, referring to PT
International Nickel Indonesia, the country's largest nickel maker and a unit
of Rio de Janeiro-based Cia. Vale do Rio Doce, the world's second-largest
mining company. PT Inco makes only nickel, while Antam also makes gold and
bauxite.
International Nickel Indonesia shares have gained 76 percent to 35,100
rupiah in six months, and Wong has a 12-month stock target of 38,000 rupiah.
Unscheduled Shutdown
Antam's new smelter, its third, started operating last May. Still, the
facility experienced a leak in July, forcing an unscheduled shutdown, and it is
now running at 85 percent of capacity. The leak forced the company to cut its
initial 2006 production forecast of 20,000 tons several times.
In the fourth quarter to Dec. 31, Antam's nickel output rose 36 percent
to 4,551 tons, lifting production for the full year by 97 percent to 14,474
tons, today's statement said.
The higher prices and production helped Antam more than double its
sales in the fourth quarter to 2.17 trillion rupiah ($239 million) compared
with 1.06 trillion rupiah a year earlier. Full-year sales rose 69 percent to
5.57 trillion rupiah.
Today's statement didn't give profit figures or forecasts.
Antam sold 3,673 tons of nickel in the fourth quarter, fetching an
average price of $14.24 a pound, more than double the $5.82 a pound in the same
period a year earlier.
Costs rose 13 percent to $4.40 a pound in 2006, the company added.
In the fourth quarter, Antam's gold output rose 29 percent to 719
kilograms. It produced 2,873 kilograms of gold for the full year, beating its
target of 2,591 kilograms. Production of silver, a by-product of gold, dropped
3 percent to 23,876 kilograms for the full year.
Also in the fourth quarter, the company produced 393,158 wet metric
tons of bauxite, 9 percent higher on year.
The miner is accelerating spending on exploration to keep up with
demand, spending 36 billion rupiah in the fourth quarter compared with 19
billion in the year-earlier period.
To contact the reporters on this story: Claire Leow in Jakarta at
[EMAIL PROTECTED] ; Leony Aurora in Jakarta at [EMAIL PROTECTED]
Last Updated: January 25, 2007 00:05 EST
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