Aren't u too? [?] On Wed, Sep 2, 2009 at 12:18 PM, Elaine Sui <elainesu...@gmail.com> wrote:
> > > *Both of you are just kids! [?] > > Elaine* > * > * > On Wed, Sep 2, 2009 at 12:14 PM, artomoro9 <artomo...@yahoo.co.id> wrote: > >> >> >> >> Ure the Man! >> >> >> regards, >> A9 >> >> >> --- Pada *Rab, 2/9/09, Bagus Putra Perdana >> <disclosure....@gmail.com>*menulis: >> >> >> Dari: Bagus Putra Perdana <disclosure....@gmail.com> >> Judul: Re: Bls: [ob] BUMI (TP Rp3,800) - Citigroup: Upgrade to Buy: >> Leveraged Play on Better Thermal Coal Outlook >> Kepada: obrolan-bandar@yahoogroups.com >> Tanggal: Rabu, 2 September, 2009, 12:03 PM >> >> >> DUMP lg sedikit Jendral., angka Citi terlalu fokus sama 2010-2011. >> Less cushion for the downside. Hit it. 2600 and lower. Baru enak liat >> FCF yieldnya. Ure the Man! >> >> On 9/2/09, artomoro9 >> <artomo...@yahoo.co.id<http://mc/compose?to=artomo...@yahoo.co.id>> >> wrote: >> > >> > ane tanya kang BAGUS dulu yee.. >> > >> > regards, >> > >> > A9 >> > >> > disclaimerontheway >> > >> > --- Pada Rab, 2/9/09, CUMI.JK (Buy, TP 5000) >> > <cumie...@gmail.com<http://mc/compose?to=cumie...@gmail.com>> >> menulis: >> > >> > Dari: CUMI.JK (Buy, TP 5000) >> > <cumie...@gmail.com<http://mc/compose?to=cumie...@gmail.com> >> > >> > Judul: [ob] BUMI (TP Rp3,800) - Citigroup: Upgrade to Buy: Leveraged >> Play on >> > Better Thermal Coal Outlook >> > Kepada: >> > obrolan-bandar@yahoogroups.com<http://mc/compose?to=obrolan-ban...@yahoogroups.com> >> > Tanggal: Rabu, 2 September, 2009, 11:20 AM >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > Kali aja pingin ngelawan Jendral Art, >> > atau jendral Art mo beli di 2225, jual di 3800? >> > >> > ======= >> > BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! >> > >> > >> > >> > ---------- Forwarded message ---------- >> > Bumi Resources (BUMI.JK) >> > >> > >> > Upgrade to Buy: Leveraged Play on Better Thermal Coal Outlook >> > >> > Upgrade to Buy/High Risk; Raising target price to Rp3,800 — Robust >> > earnings >> > >> > growth outlook and high FCF yield lead us to upgrade our rating to >> > Buy/High >> > >> > Risk from Sell/Speculative.. The market is pricing in benchmark >> > coal price of c. >> > >> > US$76/ton; meaning upside risks to our US$80-90/ton forecasts for >> > 2010-11. >> > >> > Supportive coal price outlook — Citi’s commodities team >> > recently raised its >> > >> > thermal coal price forecasts for 2010-11 to US$80-90/ton from >> > US$70, citing >> > >> > structural improvement. Prospects of China becoming a sustained >> > net importer >> > >> > of coal provides upside risks to medium and long-term coal price >> > forecasts. >> > >> > Sanity check — Our IDR3,800 target price imputes an >> > EV/reserve of >> > >> > USD5.4/ton (6..8% of 2010E Japan benchmark price of US$80/ton). >> > This >> > >> > compares favorably with the implied EV/reserve from Tata’s >> > acquisition at >> > >> > US$4/ton (7.3% of 2007 benchmark price of US$55/ton). Our ‘floor >> > valuation’ >> > >> > estimate is Rp2,700/share based on DCF and Tata’s implied >> > EV/reserve >> > >> > valuation. >> > >> > Convertible Bond – Double-Edged Sword — With >> > coupon rate of 9.25%, Bumi’s >> > >> > latest US$375m convertible bond is not cheap. Bumi’s capped call >> > option >> > >> > reduces the potential dilution risk while its equity swap position >> > (essentially a >> > >> > leveraged long position in Bumi’s stock) is an unequivocal signal >> > to us that >> > >> > management is bullish on Bumi’s medium and long-term outlook. >> > >> > Transfer of Coverage — We are transferring coverage of >> > BUMI.JK to Kim Kwie >> > >> > Sjamsudin from Margarett Go. >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > >> > Akses email lebih cepat. Yahoo! menyarankan Anda meng-upgrade >> browser >> > ke Internet Explorer 8 baru yang dioptimalkan untuk Yahoo! Dapatkan di >> sini! >> > http://downloads.yahoo.com/id/internetexplorer >> >> >> -- >> 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 >> >> >> >> >> ------------------------------ >> Coba Yahoo! Mail baru yang LEBIH CEPAT. Rasakan bedanya sekarang! >> <http://id.mail.yahoo.com> >> >> > >
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