thanks for the info bung BK.. ko ga dr kemaren2 dikasitau?... kalo bener insider aja udah yakin kesitu., berarti orang2 dr batubara udah yakin harga bisa bertahan diatas $100.
the creepy things about BUMI is, andaikanlah kita kira2 net marginnya ga beda dan volume produksi pun sama di kisaran 60-65 juta ton. maka Valuasinya jika asumsinya kalo Dollar di Rp9000 dan selling price BUMI di,$75 $100 $130 adalah masing2, Rp7055, Rp8600, Rp13263... Yeahh., sounds hot aint it?? wait up, now the downside turn.. if selling price goes to atleast even $60.. the valuation is Rp5600.. perlu diingat bahwa rata2 selling price BUMI historikalnya di level 70-80% harga market... jd ya kalo BUMI dapet selling price di $125, itu berarti rata2 harga setahun market adalah di $170. sekarang sih di market masih di $110-120an rata2 YTDnya just pick on where this year's selling price gonna hit its mark.. Say everything is probable, by chance, the australian's flood can extend its outrage and blow up the coal's price to even $150 mark.. or also by chance.., mother nature come eager to calm-up its rage. and everything is normal again so the coal's average selling price is back to $80 (means BUMI's selling price is $60). now, think wise for the upside and downside probability before hit on ur decision... Me?? nahh, call me Old Geek I only dare best the Rp8600 one.. YET... YET... ohya, kalo mo maen multiple di coal en komoditi jgn pake BookValue.. kenapa?? reserve en cadangan ga dihitung signifikan (mencerminkan keadaan sebenernya) di neraca.. paling disitu cuman kebanyakan nilai mesin dan perlengkapan eksplorasi dan pengolahannya yg paling gede. reservenya sih ga dihitung signifikan disitu... Darn, Coal is Burning and i didnt see it coming., sigh.. less hang-out and more study now i guess.. i was quite fool for missing the whole price-jump things... --- In obrolan-bandar@yahoogroups.com, "Pemain Mini" <[EMAIL PROTECTED]> wrote: > > apakabar nya nih pak BK.....udah lama gak posting..... > kirain diganttin ama Bandar Junior......bedanya BJ mutu postingan nya beda ama BK.... > BUMI ke 10.000 ? gimana dgn UNSP ? atau ANTM ? ada insider juga ? > > ----- Original Message ----- > From: bandar kecil > To: obrolan-bandar@yahoogroups.com > Sent: Monday, February 18, 2008 5:18 PM > Subject: [obrolan-bandar] jawaban ke pak abdulrahim > > > > Gini pak, > sebelumnya saya sudah liat postingan felicia. > masih newbie, tapi langsung berani beli 2 jenis saham masing2 30 lot, salah satunya BUMI. > Saham BUMI ini nggak sembarang orang berani beli di harga segini. > Ini menunjukkan kecerdasannya menganalisa saham yg dibeli atau emang informasinya TOP. > saya tahu saham BUMI ini masih mengarah ke 10.000 (I have insider info and trustworthy.... I dont have to mention the name... its credible... I know this since BUMU masih di 2000-an), jadi felicia berani beli saham2 tersebut bukan tanpa perhitungan, karena saya yakin dia bukan "orang asalan" (dari the way she looks dan investasi awal untuk a girl with that age). So I think she's smart and bright. I know I'm right. hehehehehehehhehehehe. Trust Me on this pak. hehehehehehe lagi > > Gitu pak. > salam trading. > > abdulrahim abdulrahim <[EMAIL PROTECTED]> wrote: > Tok.. tok.. <gaya Obelix ketok2 kepala kebinunan> > > Kalau cantiknya, mungkin bisa dilihat dari foto. Kalau cerdasnya apa > bisa diliat dari foto juga? :P > > 2008/2/18 bandar kecil <[EMAIL PROTECTED]>: > > Wah felicia, > > anda bukan hanya cerdas, tapi cantik dan menarik ya..... > > selamat bergabung di milis OB. > > > > salam. > > > > Felicia Rumondor <[EMAIL PROTECTED]> wrote: > > > > Pak Dean Earwicker, > > saya baru bergabung di millis ini, berikut saya lampirkan photo saya untuk > > keperluan registrasi di millis ini. > > regards > > Feli > > > > > > ------------------------------------------------------------------------------ > Never miss a thing. Make Yahoo your homepage. >
