D virtual trade, sy malah nyangkut di rimm 70,02usd.... Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT
-----Original Message----- From: tirta...@yahoo.com Date: Fri, 25 Sep 2009 17:50:05 To: <obrolan-bandar@yahoogroups.com> Subject: Re: [ob] bumi? Just for fun. Alternative investing options. Peabody(US:BTU) Coal sold 2008 : 256 ton TTM P/E : 11.5 TTM P/FCF : 10.57 vs BUMI : 15.64 Peabody Energy Corp.'s Corporate Governance Quotient (CGQ®) as of 1-Sep-09 is better than 27.1% of S&P 500 companies and 80.5% of Energy companies Or (US:RIMM) which drop 17% right now and still a screaming buy fuel by Indonesian never ending quest for BB Cheers --- In obrolan-bandar@yahoogroups.com <mailto:obrolan-bandar%40yahoogroups.com> , Bagus Putra Perdana <disclosure....@...> wrote: > > ketuker dikit bos kpc target 70 juta ton arutmin 30 juta ton. > > mudah2an aja sih kesampean. saya juga berharap begitu. > > gak segampang itu loh naekkin produksi signifikan ketika level produksinya > udah di level 55 Juta Ton. mungkin buktinya bisa kita liat di capaian tahun > ini. atau kita lihat di hasil H1 nanti. > > capaian produksi 2008 masih di 38 Juta Ton Untuk KPC dan 16 Juta Ton untuk > Arutmin. > > > Bandingkan sama katakanlah PTBA dan ITMG, Peningkatan 5 Juta Ton per tahun > aja bagi 2 emiten ini udah signifikan angkat Revenue tapi buat BUMI dan > ADARO jumlah peningkatan segitu sih ya masih dibawah harapan. > > Cek juga kesanggupan Kontraktor buat meningkatkan aktivitas operasinya. > ketika skala yang digarap sudah besar. agak susah juga mereka mau jamin bisa > tingkatin aktivitas overburden removal lebih dari 20 % pertahun. > > > On Fri, Sep 25, 2009 at 11:30 PM, Peter Alimin <milis...@...> wrote: > > > > > > > 19T mgkn buat ini > > > > 44% saham Darma Henwa (DEWA) dari Zurich Investment, Bumi tahun 2009 > > membayar uang muka senilai Rp 492 miliar dan Rp 359 miliar lalu Tahun 2010 > > Rp 1,561 triliun. > > > > Bumi membayar Rp 156 juta untuk uang muka akuisisi PT Fajar Bumi Sakti pada > > 2009 dan Rp 430 miliar lalu Rp 2,045 triliun pada tahun kedua 2010. > > > > PT Pendopo Energi Batubara, Bumi membayar uang muka Rp 841 juta dan Rp 226 > > miliar lalu tahun kedua 2010 Rp 1,077 triliun. > > Pendopo Energi Batubara pada waktu diakuisisi belum beroperasi sebab masih > > dalam feasibility study. > > > > Akuisisi Darma Henwa senilai Rp 2,4 triliun, Fajar Bumi Sakti senilai Rp > > 2,4 triliun, dan Pendopo Energi Batubara senilai Rp 1,3 triliun. Jika > > digabungkan, nilai akuisisi itu sekitar Rp 6,2 triliun, > > > > Senior VP Investor Relations Bumi Resources Dileep Srivastava mengatakan, > > volume produksi total perseroan akan mencapai 111 juta ton pada 2012. > > Produksi > > itu berasal dari KPC sebanyak 30 juta ton, Arutmin 70 juta ton, Fajar Bumi > > Sakti 7 juta ton, dan Pendopo Energi 4 juta ton. > > > > ------------------------------ > > To: obrolan-bandar@yahoogroups.com > > <mailto:obrolan-bandar%40yahoogroups.com> > > From: elainesu...@... > > Date: Fri, 25 Sep 2009 23:05:19 +0700 > > Subject: Re: [ob] bumi? > > > > > > *I'm worried about CIC. They're just rich big fat sitting duck. You can > > create a good looking proposal, walk to their office, tell them you have a > > good investment opportunity, bring them to dinner at expensive restaurant. > > Soon they will pour you with munnnyyy. > > > > There's always be the magic words 'debt restruct' and that often happens on > > Bakrie Group. I didn't say CIC is not smart, I'm just saying that Bumi mgt > > is waay smarter (in a sarcastic way), and CIC is too big to watch over this > > 'naughty boy'.. > > > > I wonder, why did you pick BUMI? > > > > Elaine > > * > > > > On Fri, Sep 25, 2009 at 10:24 PM, kang_ocoy_maen_saham < > > disclosure....@...> wrote: > > > > To The Extreme, Yes Missy, I am deeply worried, hence my deep concern > > (C'mon I Hold Some Pile Of BUMI too in My Portfolio, i dont like to cash-in > > at this level and unload it now but if the shareholder value is furtherly > > ruined by bad cash management, sure miss, i'll jump the boat and bundle the > > gain. safety first, that is what i was ordered to ensure...) > > > > Current CashFlow Figure Is Already Bleak Enough Even without extra 250Mn > > P/A Cash Coupon Payment. U know what i was talkin... All that worth for > > equity holders is freecashflow... > > > > Things would be Okay If the 1.9 Bio is properly directed.(Uhm Can U Whisper > > Their Ears to do so ^_^...) > > > > What do u say about BUMI's Management Effectiveness Missy? > > > > Care Sharing Us Your PERSONAL Tought of them? > > > > > > Greatly Appreciated... Thanks Before... > > > > > > > > --- In obrolan-bandar@yahoogroups.com > > <mailto:obrolan-bandar%40yahoogroups.com> , Elaine Sui <elainesui83@> > > wrote: > > > > > > *Ehhhh.. did you say JUMP OUT? you're worried about the management > > > effectiveness, are you? > > > > > > Elaine** > > > * > > > > > > > > > > ------------------------------------ > > > > + + > > + + + + + > > Mohon saat meREPLY posting, text dari posting lama dihapus > > kecuali diperlukan agar CONTEXTnya jelas. > > + + + + + > > + +Yahoo! Groups Links > > > > > > > > > > > > > > ------------------------------ > > See all the ways you can stay connected to friends and > > family<http://www.microsoft.com/windows/windowslive/default.aspx > > <http://www.microsoft.com/windows/windowslive/default.aspx> > > > > > > > > > > > -- > 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! 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