Apakah ada yang mengetahui production split dalam kontrak Kangean PSC berapa persen? Umumnya kontrak gas PSC 70 : 30 = GoI : kontraktor. Kontraktor Kangean adalah ENRG dan JAPEX ,jadi perkiraan dari 20-30 ribu BOePD tersebut apakah ENRG memperoleh bagian bersih 15% atau 3000 BOEPD ?
--- Andrew wijaya <[EMAIL PROTECTED]> wrote: > Yg percaya analis hanya investor pemula, yg udah pro > mustahil mau percaya > ama analis. Coba tanya aja yg sdh malang melintang > di pasar modal lokal dan > dunia. Analis ibarat Sales Promotion, ini bisa naik > ke sekian, dan bila udah > ke level tsb akan ke sekian lagi. Begitu pun turun > ada saja teori dan > omongannya. Tobat aja ama analis, cukup sudah... > > 2007/12/19, Andrew wijaya <[EMAIL PROTECTED]>: > > > > Kalo saat Lapindo sdh final keluar dari ENRG > mungkin anda sudah memperoleh > > ENRG di 3000-an kali. hehehe... Itung aja nilai > kapasitas produksi > > 25ribu-30ribu BOEP, anda akan memperoleh hasilnya > apalagi ada penyesuaian > > harga jual beberapa waktu terakhir, soal bila > harga turun penjualan mereka > > umumnya sdh terkontrak diatas 3-10 tahun. Ini akan > menjadi BUMI-BUMI > > berikutnya seperti waktu dulu ketika tidak ada yg > menyangkah harga BUMI > > seperti saat ini termasuk saya sendiri. No body > know > > > > 2007/12/19, Data Saham <[EMAIL PROTECTED]>: > > > > > > kapan ya ML Upgrade ANTM ke 6.000...masak cmn > dihargai 1.750, berarti > > > walaupun ada Lapindo Brantas yang bikin banjir > lumpur, ENRG lebih bagus dr > > > ANTM hahaha.....analisnya mesti diaudit nih.... > > > > > > *Tazmania Devil <[EMAIL PROTECTED]>* wrote: > > > > > > *More trading upside, PO raised to Rp1,800*** > ** > > > Although the stock has appreciated by 84% over > the past three months > > > and > > > trades at a 9% premium to our base case NAV, we > still see trading upside > > > on the > > > stock based on EV-to-reserves comparison and > bull case NAV. We reiterate > > > Buy > > > with a 33% higher PO of Rp1,800, or 25% upside. > > > ** *Higher oil price assumption lifted EPS* > > > Merrill Lynch's energy team has raised WTI oil > price forecast for 2008 > > > from > > > US$73/bbl to US$82/bbl, for 2009 and long-term > from US$60 to US$70. As > > > such, > > > we increased 2008 EPS estimates by 14% and > 2009's by 15%. > > > ** *Pricing of uncontracted gas an important > swing factor* > > > Between now and 2012, we estimate ENRG will > produce 642 bcf of natural > > > gas > > > (gross), 159 bcf of which is un-contracted. Our > NAV is highly sensitive > > > to the pricing > > > of this gas. We believe the industry regulator > will soon issue a gas > > > price formula that > > > would allow aggressive price hikes a positive > for both upstream and > > > pipe > > > operators. Our NAV ranges from Rp1,321 to > Rp1,696 based on sensitivity > > > analysis. > > > ** *Looks attractive based on EV-to-reserves > comparison* > > > EV-to- reserves (2P) comparison highlights ENRG > as one of the value > > > stocks, at > > > US$9.9/boe. ENRG may offer strong inorganic > growth in reserves, given > > > Indonesia's focus on ramping up oil exploration > and ENRG's political > > > clout. In past > > > transactions, ENRG purchased THP at an implied > valuation of US$3.4/boe, > > > and > > > sold part of Kangean at as much as US$4.7/boe, > by our calculation. > > > > > > > > > ------------------------------ > > > Be a better friend, newshound, and know-it-all > with Yahoo! Mobile. Try > > > it > now.<http://us.rd.yahoo.com/evt=51733/*http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ+> > > > > > > > > > > > > > > ____________________________________________________________________________________ Looking for last minute shopping deals? Find them fast with Yahoo! Search. http://tools.search.yahoo.com/newsearch/category.php?category=shopping
