menurut pendapat saya , Tata lebih smart dr CIC karena dia langsung masuk ke KPC dan arutmin ..bebrapa kali RUPS bumi bilang menjaminkan anak 2 usaha untuk utang...kita sbg investor bumi sampai sekarang gak tahu jumlah shm kpc dan arutmin yg udah dijaminkan bumi ...kalau bumi ampe default mungkin yg untung kreditor yg udah megang shm KPC dan arutmin sbg jaminan utang ..anak usaha bumi yg lain boleh dibilang masih kecil kontribusinya
--- On Fri, 9/25/09, Peter Alimin <milis...@live.com> wrote: > From: Peter Alimin <milis...@live.com> > Subject: Re: [ob] bumi? > To: "OB " <obrolan-bandar@yahoogroups.com> > Date: Friday, September 25, 2009, 7:36 PM > 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! Groups Links > > > mailto:obrolan-bandar-fullfeatu...@yahoogroups.com > > >
