Kalo Cuma berdoa aja pasti bisa dikabuli Tuhan, enak dong, ga ada orang miskin, emang apa susahnya sih berdoa, yang pasti semua sudah diatur Balance oleh YMK dan ga ada yang bisa minta maupun tawar menawar apalagi mau nodong, hehehe.......
From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of tbumi Sent: 07 Nopember 2007 8:19 To: obrolan-bandar@yahoogroups.com Subject: [obrolan-bandar] Re: Re : ANTM Sell by LG --- In obrolan-bandar@yahoogroups.com <mailto:obrolan-bandar%40yahoogroups.com> , Rei <[EMAIL PROTECTED]> wrote: > Biasalah maling teriak maling dalam keadaan ini. Nanti market yang membuktikan analisa siapa yg benar. Ada pihak yg ingin barang murah, tapi masih belum bisa dapat barang murah. Sehingga bikin news yg pesimis saja. Dalam investasi, pemodal harus selalu optimis. Hanya doa yg optimis pasti dikabuli TUHAN. > Pak Sulistyo, bukannya anda sdh memutuskan hal ini waktu beli? "dibeli, buat warisan anak2 kalo udah gede aja"...nah kalo sdh gitu, nggak usah pusing pak dgn rekomendasi dan berita ini itu yg tujuan utamanya adalah hanya utk mendistorsi pikiran para trader (seems to be working in your case as you doubted again your decision). Mesti sabar pak dalam hal investasi saham, ingat postingan pak DE mengenai bagaimana cuan 100%...baru2 ini. Kalo saham blue chip apalagi pertambangan di hold minimum 3 thn akan memberikan return yg sangat bagus. Ingat saja, teruslah tambah posisi antm anda sedikit demi sedikit layaknya membangun bisnis atau fondasi yg kuat. Ingat, ini bukan utk anda tapi utk ANAK2 anda jadi hitung2 nabung buat mereka (jadi nantinya kita nggak usah keriting mikirin uang edukasi buat mereka apalagi kalo mereka bilang, "Pa, teman2 semua ke US lho...saya IKUT!". Nah, niscaya nantinya anda tinggal bilang, "No problem!!!" > > So...sekali beli nggak usah ragu utk menyimpan antm (aduh, saya mesti minta komisi nih dari antam ). It takes patience & time to achieve great wealth. Kecuali mau trading harian...mending ke Genting aja pak lebih seru > > > sulistyo_winarto <[EMAIL PROTECTED]> wrote: > Dear Sobat2 OB, > Soal ANTM punya aku gimana nehh ? dibeli, buat warisan anak2 kalo > udah gede aja. > Ini cuplikan dari luar & dalam soal ANTM > > Aneka Tambang Tbk PT ANTM.JK (Jakarta) > Sector: Basic Materials Industry: Gold & Silver View ANTM.JK on > other exchanges > As of 4:00 AM EST > Rp.3,675IDR > Price Change > 125.00 > Percent Change > 3.52% > > Profile Report > Consensus Recommendation Company Fiscal Year End Month Last > Updated > HOLD December Monday, November 05, 2007 > Analyst Recommendations and Revisions > 1-5 Linear ScaleCurrent 1 Month Ago 2 Months Ago 1 Year Ago > BUY (1) 2 2 3 1 > OUTPERFORM (2) 2 2 1 0 > HOLD (3) 3 3 3 7 > UNDERPERFORM (4)2 1 1 0 > SELL (5) 3 3 4 1 > No Opinion 0 0 0 0 > > 3.18 3.09 3.17 3.00 > NB : semakin besar nilai rekomendasi, maka semakin kurang disukai > > ANTM Kesulitan Jadi Perusahaan Kelas Dunia > Posted November 2nd, 2007 by Redaksi > o Berita > o detik Finance > Perusahaan pelat merah, PT Aneka Tambang Tbk (Antam) mengaku sulit > berkembang menjadi perusahaan kelas dunia seperti Companhia Vale do > Rio Doce (CVRD) dengan kondisi seperti sekarang. > Dirut Antam D Aditya Sumanegara menjelaskannya dalam diskusi > pertambangan yang digelar di Graha Niaga, Jakarta, Jumat (2/11/2007). > Berita selengkapnya bisa dilihat di detik Finance > > --- In obrolan-bandar@yahoogroups.com <mailto:obrolan-bandar%40yahoogroups.com> , "gmail-doekoen.jamoe" > <doekoen.jamoe@> wrote: > > > > Quote from Klubsaham.com > > > > Aneka Tambang, Riding On Metal Prices > > (ANTM.JK/ANTM IJ - Rp3,550) - SELL (under review) Result > > > > ANTM posted 9M07 revenues of Rp8.3tr or up by 143.1% YoY buoyed by > strong metal prices and higher sales volume of high-grade nickel > ores. Higher prices guarded costs that have been hiking throughout > the year. ???? [size=18][b] > > > > DISINI SI ANALIS TIDAK LIHAT REPORT PENGELUARAN BULANAN ANTM, > DIA HANYA MENGUTARAKAN PENDAPAT PRIBADI.[/b][/size] > > > > As a result, ANTM registered robust gross profit and operating > profit growth by 262.0% and 289.7%, respectively. Joint with higher > dividend income, net interest income as well as a one-off item > amounted Rp86bn, the company's strong operation performance lifted > net profit by 373.7% YoY to Rp3.8tr. > > > > Sales volume of high-grade nickel ores, gold, and silver advanced > by 126%, 83%, and 18% YoY to 5.0m wet metric ton (wmt), 3.7ton, and > 18.9ton, respectively, compensating lower sales volume of low-grade > nickel ores, bauxite, and ferronickel that dropped 62%, 23%, and 4% > to 0.2mn wmt, 0.8mn wmt, and 9,279 ton. > > > > QoQ basis, ANTM booked 3Q07 revenues, gross profit, operating > profit, and net profit of Rp2.3tr (-37.8% QoQ), Rp1.4tr (-48.1% > QoQ), Rp1.2tr (-51.5% QoQ), and [b]Rp958.1bn [/b](-46.8% QoQ). > > > > Stock Data > > > > PERHATIKAN ANGKA-ANGKA AJAIB BERIKUT INI, ANGKA-ANGKA INI KELUAR > TANPA ADA HUBUNGANNYA DENGAN ANGKA-ANGKA YANG DISAMPAIKAN DIATAS! > > Target Price: Rp2,720 angka ajaib !!! > > P/E (x): 7.8 angka lebih ajaib !!! > > KENAPA CUMAN 7.8? APA NGAK TERLALU BESAR? KENAPA TIDAK 6.18? ATAU > 5.5? ATAU 4.3? ATAU.....1 (satu) ? > > P/BV (x): 3.8 > > Div. Yield (%): 7.0 > > > > Comment > > High metal prices has been the driving factor for stellar 9M07 > performance, bringing ANTM sets of record performances from top line > (exceeding US$900m) to bottom line (exceeding US$400m). However, > cost concerns will be the next crucial theme going into 4Q07 and > onwards as oil price continues to strengthen while base metal prices > has started to decline. With the absence of huge capital-intensive > projects, strong metal prices generated generous free cash flows > that helped ANTM solidify its balance sheet, raising cash by more > than 4.0x to Rp4.4tr and trimmed debt by 38% YoY to Rp1.0tr. As a > result, ANTM's balance sheet reported a turnaround from reporting a > net debt of Rp770bn a year earlier to a net cash of Rp3.4tr or net > cash per share of Rp355. A strong balance sheet should provide a > leeway for ANTM to materialize their acquisition plans. An > accidental stoppage of the newly built FeNi-3 unit in mid-2Q07 > resulted in a 20% QoQ decline in ferronickel production. Luckily, > ANTM was able to offset the lower contribution from ferronickel by > boosting the sales of high-grade nickel ores to China. Going > forward, ANTM toned down its ferronickel production target in 2008 > to 17,000 ton from high 20,000 ton. Gold production from Pongkor has > been slow to pick up with growth of only 1.0% YoY, while reporting a > 3.0% QoQ production decline in 9M07. > > > > AIYA ! TERNYATA ANGKA Rp2,720 DENGAN PE 7.8an DIDASARKAN NETT CASH > HINGGA BULAN SEP 07. YAITU SEBESAR RP 355 x7.8 (7.8 sendiri entah > angka keramat dari mana?) > > BARU 1 KALI INI AKU LIHAT SEORANG ANALIS MEMPERKIRAKAN Price > Earning Ratio TERHADAP NETT CASH, BUKAN NETT PROFIT > KUARTALAN/TAHUNAN! > > WOW, MUNGKIN INI CARA ANALISA YANG BARU ! > > > > ANTM performance in 3Q07 was weak due to: > > 1) declining prices of all metals produced by the company, except > gold; > > 2) lower sales volume of ferronickel and high-grade ores amid > higher sales of gold and silver; and > > 3) continued cost escalation. Consequently, we are not surprised > to by the set of weak quarterly result. > > > > We are revising our projections, hence our recommendation and > target price. Base metal prices have started to rebound albeit at a > slow pace, while gold price is on the up trend. Any gold mine > acquisition, could be a potential surprise; yet, it hinges on the > quality of the mine. Financial Summary Y-o-Y and Q-o-Q Profitability > Performance > > (Rpbn) 9M06 9M07 Chg (%) 2Q07 3Q07 Chg (%) > > Revenue 3,401 8,270 143.1 3,628 2,256 (37.8) > > Gross profit 1,506 5,452 262.0 2,601 1,350 (48.1) > > Operating profit 1,317 5,132 289.7 2,496 1,211 (51.5) > > Net profit 809 3,831 373.7 1,800 958 (46.8) > > Gross margin (%) 44.3 65.9 71.7 59.8 > > Operating margin (%) 38.7 62.1 68.8 53.7 > > Net margin (%) 23.8 46.3 49.6 42.5 > > > > Adi Hartadi > > Tel: (6221) 515 2727 > > adi.hartadi@ > > > > DISCLAIMER > > > > MAKELAR BILANG BAHWA RESEARCH DARI SI ADI HARTADI BULL SHIT! > > > > Tapi sejujurnya Makelar sih senang kalau ANTM turun lagi karena > sejujurnya ANTM overweight ama penumpang retail, sebaiknya para > retail kecil seperti makelar dan teman-teman pada lepasin barang- > barangnya agar ngereknya ngak susah. hi....hi....hi... > > Disclaimer on. > > > > Daisy You've got friend now! > > > > > > > > __________________________________________________ > Do You Yahoo!? > Tired of spam? 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