Met Sore Prof JT.. apa kabar,kemaren ada sy sms ke hp yg tercantum di face book..... isi berita nya...lihat aja ya... belum dibaca kali ya...? salam kobayashi.
________________________________ Dari: JT™ <jsxtra...@yahoo.com> Kepada: obrolan-bandar@yahoogroups.com Terkirim: Jum, 2 Oktober, 2009 14:50:32 Judul: Re: [ob] MEDC Everyone ? Yiiiihhhhaaaaa. ...... Powered by TLKM BullBerry® “ Good Trade Comes To Those Who Wait “ ________________________________ From: Elaine Sui <elainesui83@ gmail.com> Date: Fri, 2 Oct 2009 14:35:47 +0700 To: <obrolan-bandar@ yahoogroups. com> Subject: Re: [ob] MEDC Everyone ? Beautiful. Well done. 2009/10/2 Prasetyo, Hani <Hani.Prasetyo@ sc.com> > > >Thanks Kang buat pencerahannya… I am confident now… > ________________________________ >From:obrolan-bandar@ yahoogroups. com [mailto:obrolan-bandar@ yahoogroups. >com] On Behalf Of kang_ocoy_maen_ saham >Sent: Friday, October 02, 2009 2:13 PM > >To: obrolan-bandar@ yahoogroups. com >Subject: Re: [ob] MEDC Everyone ? > > >Oh engga pak... Ini "Asset-Play"... saya sebenernya willing untuk keep ini >barang sampe 2012-an, saat semua proyeknya selesai... > >saya emang selalu colek2 kalo barang ini udah kebawah... sebenernya ngarepnya >malah jgn naek dulu krn pgnnya build posisi di harga bawah... hehe ;P > >asetnya meyakinkan dan cash managementnya bagus.... biaya lifting relatif >rendah hingga ada proteksi econimical downturn. > >Rationale saya nambah posisi sedikit lg krn takutnya mungkin ini naek krn ada >"insider" yg masuk krn berita internal project2 bottlenecknya dah mulai >membuka. saya takut ketinggalan kalo iya soalnya value assetnya memang bagus >kalo bisa full jalan. > >kalo "value"nya bisa ke un-lock. harusnya scr konservatif aja bisa maen >di4000-ish dlm wkt 12 bulan kedepan. > >Value asli ini barang memang disegitu. selama ini memang terkunci krn >eksekusinya banyak yg ke delay. kas internal amat memadai buat jalanin >proyek2nya. > >Kalo bisa "Go" secara berantai kira2 sesuai prioritas waktu proyek2 >terhambatnya yg kalo cair bisa jadi katalis adalah SBB : > >Block A Extensi (Temuan sudah siap diproduksi, buyer udah ada, hanya memang >sudah expired izin nya dan sedang proses perpanjangan izin di BP MIGAS, begitu >izin keluar duit lgsg dikucurin dan pembangunan lgsg dijalanin) > >Sarulla Geothermal (sempet alot krn PLN gak mau terima angka penawaran >konsorsium MEDC di $6-$7, terakhir ada ketetapan Pemerintah untuk Panas Bumi >batas atasnya di $8.6, mudah2an ini jg bisa mencair dan dapet titik temu) > >Senoro... (No Comment dah.. Politis banget.. saya jg benernya udah rada >hopeless, harganya harus tinggi untuk bisa feasible dan butuh biaya gede >sehingga komitmen pinjaman jangka panjang dan besar dr JBIC susah cari >gantinya dlm waktu cepat) > >Area 47 (nah ini sebenrnya bisa jadi hidden jackpotnya MEDC, cadangan besar, >Verenex berhasil menawarkan seluruh bagiannya disini (50 %) ke China Petrol di >harga $450 juta. nilai segitu bisa diasumsikan jadi "REPRODUCTIVE- VALUE" MEDC >yg harusnya bisa diambil buat adjustment asset MEDC. (di neraca MEDC Libya >Prospect belon boleh masuk sebagai aset kecuali izin final sudah ditangan) > >ada kekhawatiran sedikit masalah declining produksi., terutama dependance sama >maturing Rimau. > >tapi downfallnya emang hanya dalam jangka pendek, dan potential up-side story >buat jangka panjangnya masih lebih banyak. institusi banyak yg belum masuk >kesini tapi andai katakanlah Blok A, Sarulla, 47 atau senoro tiba2 ada >perkembangan izin yg positif. kemungkinan ini bisa jadi target potensial juga. >Bet-nya disitu. > >di tahun 2010 saya asumsikan minimal 2 dari 4 project diatas sudah ada >finalisasi sehingga Kas bisa dikucurkan dan Value bisa di un-lock. > >im willing to hold up this counter until some years ahead of now, takutnya ada >pemain cukup besar yg punya pemikiran sama dan sekarang mulai akumulasi >barang. kalo ternyata cuman permainan perbandaran jangka pendek dan harga >balik ke bawah.. ya kumpulin dikit-dikit lagi toh. hehe. ini barang kan emang >ada "isi"nya. mumpung masih bisa kurangin bobot di energy-exposure yg lain yg >udah deket full value dan pindahin kemari. re-balancing ;P. > >--- In obrolan-bandar@ yahoogroups. com, "Prasetyo, Hani" <Hani.Prasetyo@ ...> >wrote: >> >> Mantap dah kalo kang ocoy ajah confident... berdasarkan itungan akang, >> berape fair valuenya kang? >> >> >> >> >> >>____________ _________ _________ __ >> >> From: obrolan-bandar@ yahoogroups. com >> [mailto:obrolan-bandar@ yahoogroups. com] On Behalf Of JsxTrader >> Sent: Friday, October 02, 2009 11:26 AM >> To: obrolan-bandar@ yahoogroups. com >> Subject: RE: [ob] MEDC Everyone ? >> >> >> >> >> >> Cakep, Looks Like FA in line dengan TA nih.. hehehe....., diem2 si Akang >> aggressive juga ya..., hehe.., Gut Lak Kang.. >> >> JT >> >> -----Original Message----- >> From: obrolan-bandar@ yahoogroups. com >> <mailto:obrolan-bandar% 40yahoogroups. com> >> [mailto:obrolan-bandar@ yahoogroups. com >> <mailto:obrolan-bandar% 40yahoogroups. com> ] >> On Behalf Of kang_ocoy_maen_ saham >> Sent: 02 Oktober 2009 11:11 >> To: obrolan-bandar@ yahoogroups. com >> <mailto:obrolan-bandar% 40yahoogroups. com> >> Subject: Re: [ob] MEDC Everyone ? >> >> I'm On... 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