I am, haha baru nyentuh dibawah 4000 dulu beli (keringet dingin). Untungnya dikasih boleh beli lagi waktu 500 (dan market jg mau ngasih harga segitu) FYI top 5 asset management juga punya BUMI diatas 2800 pak tanpa sempat exit dan unload barang scr signifikan. Schroders kalo gak salah malah di cut loss di 1000an. DCF based emang pak gara2nya. Sialan saya masih bego dulu kepancing jg ama riset asing (tapi asli deh pake DCF based ngitung BUMI kenanya bisa sampe diatas 10000 apalagi electricity generation dari coal itu 1/3 kali lebih murah dibanding Oil)
On 8/31/09, kucing_liar1 <kucing_li...@yahoo.com> wrote: > > mmmmmhh... not a good sign for BUMI holders... tp kalu ane gak salah ingat > Kang Ocoy dulu recommend BUMI buy at any price sebelum kejatuhannya dulu dr > highestnya..??? dr 8000 ke 5000 sampai titik idr 3500 you kept on buying > side right? sampai kasih rekomend ke boss ente supaya sediakan dana tambahan > utk ambil barang......atau ane yg salah ingat yah??? > > > > --- In obrolan-bandar@yahoogroups.com, boyz <m457...@...> wrote: >> >> Wah ... Gimana Jend? Mantap kan '*penjelasan singkat*' dari kang Ocoy, eh >> kang Bagus :) >> kang Bagus butuh sekitar dua hari buat nulis ini tuh jend, Ane butuh dua >> minggu untuk bacanya, hehehe.... >> >> to kang Bagus: thanks atas sharingnya, bro !!! >> >> Salam, >> >> >> 2009/8/31 Bagus Putra Perdana <disclosure....@...> >> >> > >> > >> > Nih Umpan Silangnya Om Art... >> > >> > Its A Long One, Read It In Ur Spare Time. >> > >> > >> > Red Flag BUMI ; >> > >> > >> > >> > - Sempat Ada Koreksi atas Laporan Keuangan Audit yang sudah Publish >> > dengan Angka yang Cukup Material (dan Auditornya juga bukan Afiliasi >> > Big 5 >> > KAP Internasional). Ini sedikit banyak mempengaruhi penilaian atas >> > reliabilitas angka2 di Fin Report BUMI. At the very Least kita harus >> > ambil >> > sedikit “Grim-Tone†atas angka2 tercantum di laporan keuangan >> > BUMI. >> > >> > >> > >>> > >> > Anggap aja EPV di tahun 2012 itu UPSIDE potensial karena nanti kalo >> > market >> > mulai masuk fase bullish dan growth Investment Bankers dan Sell Side >> > Analyst >> > akan Pitching jualan BUMI dengan mengumbar nilai “Masa Depannya†>> > ini. metode >> > DCF sendiri hampir pasti akan sampai di TP jauh diatas itu karena >> > Kapitalisasi yang dipakai otomatis sudah EPV pada kondisi optimal bahkan >> > lebih (talkin about presenting the uncertain...) >> > >> > >> > >> > Me? Well U Know Me, Im a Value Boy. Rp 3411 is Good Enough for today. At >> > least i want to see some spending on coal asset and production increased >> > materialized before adjusting my EPV. If thats happen likely we’ll see >> > some >> > upgrade from every directions (both sell and buy sides) >> > >> > >> > >> > >> > >> > That’s that. Feel free to comment Guys... en punten buat embah ini >> > nulisnya >> > kepanjangan en ngabisin bandwith. Mohon dipersori Mbah... Nuhun >> > >> > >> > >> > >> > >> > >> > >> > >> > 2009/8/27 artomoro9 <artomo...@...> >> > >> >> >> >> >> >> setelah baca ulasan2 kang bagus ini, bener bener bagus banget. >> >> >> >> sayangnya banyak sekali istilah yang ane kaga ngarti.. >> >> >> >> ane mau minta tolong berapa sih sebenarnya harga wajar saat ini untuk >> >> BUMI >> >> DAN ASII. >> >> >> >> gak perlu dijelasin pake metode apa. ane pusing ntar bacanya. >> >> >> >> langsung aja. harga wajar bumi sekian, asii sekian. >> >> dah gitu aja. trims ya. >> >> >> >> maklum kaga pinter ngitung. >> >> >> >> regards, >> >> A9 >> >> >> >> >> >> ------------------------------ >> >> Kunjungi halaman depan Yahoo! >> >> Indonesia<http://sg.rd.yahoo.com/mail/id/footer/def/*http://id.yahoo.com/>yang >> >> baru! >> >> >> > >> > >> > >> > -- >> > Each piece, or part, of the whole nature is always an approximation to >> > the >> > complete truth, or the complete truth so far as we know it. In fact, >> > everything we know is only some kind of approximation, because we know >> > that >> > we do not know all the laws as yet. Therefore, things must be learned >> > only >> > to be unlearned again or, more likely, to be corrected.......The test of >> > all >> > knowledge is experiment. Experiment is the sole judge of scientific >> > “truth†. >> > - Richard Feynman >> > >> > >> > >> > >> > > > -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected.......The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman ------------------------------------ + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> Your email settings: Individual Email | Traditional <*> To change settings online go to: http://groups.yahoo.com/group/obrolan-bandar/join (Yahoo! ID required) <*> To change settings via email: mailto:obrolan-bandar-dig...@yahoogroups.com mailto:obrolan-bandar-fullfeatu...@yahoogroups.com <*> To unsubscribe from this group, send an email to: obrolan-bandar-unsubscr...@yahoogroups.com <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
