biasanya RUPS bulan apa pak?
JG
----- Original Message -----
From: EKA SUWANDANA
To: obrolan-bandar@yahoogroups.com
Sent: Wednesday, February 07, 2007 10:53 AM
Subject: [obrolan-bandar] ANTM & INCO bakal stock split 2007 ini.
Saya malah (karena memang saya dari bandung, dan direktur INCO tetangga)
dikasih tahu INCO RUPS nanti bakal berencana stock split.
ANTM juga menurut info dipastikan stock split 1:5 apabila tembus 10000, lihat
RUPSnya.
Aria Bela Nusa <[EMAIL PROTECTED]> wrote:
Right, Pak - utk ANTM growthnya (i.e.profit + prod) + bottom-line (net
profit) masih Oke punya utk ke depannya...
:) Kalo utk INCO - mungkin harus split dulu, ya...
Regards,
Aria
> Tambahan utk ANTM, Sales dari produksinya, 75% ferronickel, yg 25% dari
> emas, nickel consentrate, bauxite.
> Kasarnya Jadi kalo dapet 8000 kita bisa seakan2 top up 30% lagi.
>
> EKA SUWANDANA <[EMAIL PROTECTED]> wrote:
> Kalo ANTM 23000 MT Ferronickel, boleh tuh! 21000 terlalu konservatif. Ia
> itu kalo dapet 8000 dari Nickel doank! Belum dari yg lain!!!
>
> Jimmy Gunawan <[EMAIL PROTECTED]> wrote: wah, Pak Eka...
> kayaknya maksud dia memang utk ANTM kok...
>
> JG
>
>
> ----- Original Message -----
> From: EKA SUWANDANA
> To: saham@yahoogroups.com
> Sent: Monday, February 05, 2007 4:17 PM
> Subject: Re: INCO more prefer than ANTM......Re: Balasan: [saham] Re: Buy
> ANTM target Rp 14000,-
>
>
> Ngaco loh! Masa produksi INCO cuma 21000 MT!!!! Coba download lagi ke
> www.jsx.co.id !
>
> ANTM yg segitu!
>
> Investor Bonex wrote:
> Mumpung ada joganya FA nich, jadi sekalian kursus :-).
> Berikut adalah hitung2an saya yg sederhana, dg asumsi nickel di 35K/MT,
> Produksi=21K/yr dan PER8x, ketemu fair valuenya di sekitar 8,100-an. Dg
> asumsi yg sama buat INCO akan ketemu di sekitar 45,000an.
>
> Comment, pls...
>
> #Shares 1,907,691,950
> PER8x
> NP30%
> Target Prod 21,000 MT
>
> Nickel Price 35,000 USD/MT
>
> Sales 735,000,000
> Net Profit 220,500,000
> EPS 0.12
> Target Price 8,322.10
> Upside1%
>
>
>
> EKA SUWANDANA wrote:
> ANTM target minimum 12000 , kemungkinan bisa maximum (subject to nickel
> price dont breach below 30000USD/MT ) 15000-an. Apalagi press release 2006
> terakhir produksi emas melonjak jadi 2,8 Ton, dari 2,2 Ton.
>
> Kalo INCO menang di efisiensi dia pembangkit listrik pakai generator PLTA,
> so cost produksi matte hampir separuhnya ferronickel ANTM. Target minimum
> 47000, kalo nickel bertahan diatas 30000$/MT bisa 70000.
>
> Cek terus nickel di www.lme.co.uk/nickel.asp
>
>
>
>
> redyherinantoalb wrote:
> Bagaimana dengan potensi growth nya diantara keduanya pak? Antm ada
> kenaikan produksi 2Xlipat dengan FENI 3 nya... apakah FENI3 udah
> tercermin di harga sekarang? Apa ada potensi growth volume untuk
> INCO?
>
> Redy
>
> --- In saham@yahoogroups.com, Investor Bonex
> wrote:
>>
>> In my view, INCO lebih prefer di bandingkan dg ANTM. Untuk saat
> ini, ANTM sdh sesuai dg value utk Y2007 (dg asumsi avrg nickel di
> sekitar 35-36 K/MT). INCO masih ada potential upside up to 30%.
>>
>> any comment ?
>>
>>
>>
>> timah bangkabelitung wrote:
>> ANTM adalahan growth stocks, yang setiap tahun
> bertumbuh sales maupun profitnya, bahkan tumbuh luar biasa. Dengan
> P/E yang masih
>> rendah ( PER 07F 5 ) saya rasa ANTM boleh di collect. Untuk
> yang
>> pegang posisi TINS sebaiknya profit taking dulu karena sudah
> mendekati target 07F fundamentalnya ( resikonya lebih besar dari
> pada untungnya, apalagi nanti mendadak harga timah jatuh seperti
> nikel
>> yang membuat INCO turun ) switching ke ANTM yang lebih aman.
>> Up side masih 80 %, investasi yang aman, tidur bisa pulas ngak
> cepat
>> sakit jantung nanti uang kita berbunga 80% setahun. Teman saya
> ada
>> yang masih pegang ANTM di harga Rp 1250 semuanya ANTM tidak ada
> saham yang lain dan sampai sekarang belum jual ,untuk hari tua dan
> untuk anak,katanya tahun ini untungnya bisa double, coba hitung
> untungnya berapa persen pertahun ( beli maret 2004 ).
>>
>> Thanks
>>
>>
>> redyherinantoalb wrote:
>> Nah itu dia yang saya maksud.... masa harga Besi Lebih mahal
> dari
>> Nickel.... tapi kalo dilihat nama pabriknya "FENI" harusnya emang
>> Ferro Nickel.... so kenaikan harga nickel seharusnya tidak memberi
>> pengaruh yang besar ke Antm, karena dia hanya 20% kandungan nickel
>> nya, lain cerita dengan INCO yang 80%..... so, sell antm buy
> INCO???
>>
>> Redy
>> --- In saham@yahoogroups.com, "Ryan Ariadi Suwarno" wrote:
>> >
>> > saya pernah ngobrol dengan Bp. Eko Endriawan, beliaw kerja di PT
>> Antam di bag investor relations.
>> > kandungan nickel dalam ferronickel adalah sekitar 20%, sisanya
> 80%
>> adalah besi
>> >
>> > jadi yang dimaksud dengan nickel dalam sales
> volume "ferronickel"
>> ANTM adalah langsung nickel content-nya. jadi untuk perhitungan
>> harga jual ekspornya bisa langsung menggunakan harga
> internasional.
>> rada-rada tricky memang.... jadi orang banyak yg salah persepsi
>> >
>> > beda dengan "nickel in matte"nya INCO yang memiliki kandngan
>> nickel kurang lebih 80% dalam nickel in matte. otomatis kalo itung
>> harga "nickel in matte" milik INCO dalam lapkeu = 80% x harga
>> nickel LME.
>> >
>> > saya cc email ini juga kepada Bp Eko Endriawan, semoga membantu..
>> >
>> > ----- Original Message -----
>> > From: redyherinantoalb
>> > To: saham@yahoogroups.com
>> > Sent: Wednesday, January 31, 2007 1:15 PM
>> > Subject: [saham] Re: Buy ANTM target Rp 14000,-
>> >
>> >
>> > Ada sedikit pertanyaan pak Eka... output Antm itu berupa Ferro
>> > Nickel atau Nickel Matte? Setahu saya kalo Ferro Nickel kadar
>> nickel
>> > nya rendah lho... jadi Antm beli Nockel Matte dari INCO untuk
>> > diturunkan kadarnya menjadi Ferro Nickel? Mohon informasinya,
>> saya
>> > betul2 bingung masalah ini...
>> > Thank you,
>> > Redy
>> > --- In saham@yahoogroups.com, EKA SUWANDANA wrote:
>> > >
>> > > 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 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
>> > 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 cleow@ ; Leony Aurora in Jakarta at laurora@
>> > > Last Updated: January 25, 2007 00:05 EST
>> > >
>> > > ---------------------------------
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