*If their game this time succeed, then they can save cash (rather than have to pay debt) for another project / corporate action of which could uplift its value (for MNCN & BMTR) significantly. Ask jend Arto / kang Bagus on this, probably they know more than I do.* *If I'm not mistaken, maturity date for this convertible bond is on mid of this year.* ** ** *T.o.m*
On 2/24/10, indeksbei3...@gmail.com <indeksbei3...@gmail.com> wrote: > > > > Please kindly elaborate "project" and story ? > > Thanks > > No Bakrie's Stocks, It's Sucks > ------------------------------ > *From: *Tom DS <tom.ds.st...@gmail.com> > *Date: *Wed, 24 Feb 2010 22:04:10 +0700 > *To: *<obrolan-bandar@yahoogroups.com> > *Subject: *Re: [ob] MNCN > > > > > *Yup boss...* > ** > *There was a concern raised by the management that the bond holder (for > the last convertible bond of $131million) did not execute its convertible > right due to low stock price (lower than the strike price). That's why their > group tried hard for these few days to uplift BHIT. I think if they increase > the price one more time will be quite enough to give room for the bond > holder to execute its right.. and they can save cash for another purpose & > "project".* > ** > *MNCN & BMTR will likely have different story and has better reason to go > up.* > ** > ** > *T.o.m* > > > On 2/24/10, Oentoeng <oentoeng...@yahoo.com> wrote: >> >> >> >> Terus terang saya tdk mengikuti FA yg terjadi di Bhakti grup... >> >> Cuman saya ada analisa PRICE and VOLUME hari ini untuk BHIT, BMTR and >> MNCN. >> >> Kenaikan BHIT 24% volumenya "cuman" 1/4 nya BMTR atau 1/2 nya MNCN. >> Padahal BMTR cuman bertahan di kuning, MNCN malah harga merah. >> >> Artinya.... >> - Ada indikasi angkat BHIT cuman buat jualan BMTR sama MNCN. >> - Sama2 CUAN, tapi cuan terbesar (mungkin) bukan di BHIT tapi malah di >> BMTR karena dg vol besar. >> >> Asumsi besok... >> Kalau BHIT DIAM saja terus BMTR nggak naik? >> Berarti skrg ini para trader sdh "ngeri" bermain di Bhakti grup. >> Tapi kalau kenaikan BMTR, MNCN bisa sama atau lebih tinggi drpd BHIT. >> Artinya grup ini masih "play"... >> >> Strategi begini mirip "permainan" big player saham X dg warrant-nya... >> Lagi nge-TES aja, "ilmu tangan kosong" apakah cuman omong kosong. >> Hehehe.... >> >> --- In obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com>, >> herman_mil...@... wrote: >> > >> > BMTR kayak main roller coster hari ini ... Takut besok BHIT longsor >> BMTR. Untung dah take profit >> > >> > Powered by Telkomsel BlackBerry® >> > >> > -----Original Message----- >> > From: Tom DS <tom.ds.st...@...> >> > Date: Wed, 24 Feb 2010 15:37:28 >> > To: <obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com>> >> > Subject: Re: [ob] MNCN >> > >> > *Actually the main reason of the recent rally in Bhakti group was only >> due >> > to un-executed convertible bonds. This is only for BHIT, while we will >> have >> > some other time in the near future for MNCN & BMTR rally. Just enjoy the >> > show.. >> > >> > >> > T.o.m >> > * >> > 2010/2/24 charles_3983 <charles_3...@...> >> > >> > > >> > > >> > > yg pegang NCN ati2.. sepertinay ga kuat nanjak ikutin BHIT... >> > > begitu bhakti group pada TP tinggal ikut longsorannya aja... >> > > >> > > disclaimer always on :) >> > > >> > > >> > > >> > >> >> > >
