masih ok
--- In obrolan-bandar@yahoogroups.com, "kang_ocoy_maen_saham"
<[EMAIL PROTECTED]> wrote:
>
> yah pak, kan kmaren saya udah kasihtau kemaren ada existing
contract
> sejumlah 25 Juta Ton di $55 untuk 2008 jd harga akan nge-blend.
>
> makanya kemaren saya bilang kalo asumsi produksi 65 juta ton buat
> ngerek average selling price jadi sekitar $80aja minimal BUMI harus
> bisa jual sisanya di $100 juga Saya UDAH seneng krn udah jadi $83
> averagenya. hehe.
>
>
> --- In obrolan-bandar@yahoogroups.com, Andi Wahyudi
> <andi_wahyudi2000@> wrote:
> >
> > Yang MAcquire kayaknya cocok Kang
> >
> > Dileep aneh emang Kang. Kmrn sebelum RI katanya targetnya malah
> jualan coal di atas 130an (inget kan email saya)
> >
> >
> >
> > kang_ocoy_maen_saham <kang_ocoy_maen_saham@>
> wrote: ni acuan asumsi yg dipake di
model
> dr bbrp report coverage BUMI ;
> >
> > Firm2 dibawah ini ada yg jualan ga bbrp hari kmaren Mbah??
> >
> > UBS (Bokkenhauser), 2008 Selling Price $70 production volume ga
di-
> > stated.
> >
> > JP Morgan (Ami Tantri), 08 Selling Price $70.5 production volume
> 63
> > juta ton.
> >
> > Credit Suisse (Haider Ali), 08 Selling Price $69 production
volume
> 61
> > juta ton.
> >
> > CIMB (Robert Adair), 08 Selling Price $60, Production Volume
65.5
> > Juta Ton
> >
> > Danareksa (IsnaPutra), 08 Selling Price $59.4, Production Volume
> 63
> > Juta Ton.
> >
> > Macquarie (Adam Worthington), 08 Selling Price $62, Production
> Volume
> > 62 Juta Ton.
> >
> > --- In obrolan-bandar@yahoogroups.com, Andi Wahyudi
> > <andi_wahyudi2000@> wrote:
> > >
> > > Coal price doski cuman naik ke 62 USD/ton. Hmm..bukannya BUMI
> juga
> > jual banyak thermal coal?
> > >
> > > Produksi ga capai target 60, cuman 55.43 jt ton
> > >
> > > Reuters analyst juga kecele he he
> > >
> > >
> http://www.reuters.com/article/rbssEnergyNews/idUSJAK1648820080401?
> > pageNumber=1&virtualBrandChannel=0
> > >
> > > UPDATE 2-Indonesia's Bumi in Q4 loss linked to stake sales
Tue
> Apr
> > 1, 2008 1:38am EDT
> > >
> > > var storyKeywords = "BUMI RESOURCES/RESULTS (UPDATE
2)";
> var
> > RTR_ArticleTitle = "UPDATE 2-Indonesia's Bumi in Q4 loss linked
to
> > stake sales"; var RTR_ArticleBlurb = " (Adds details,
> forecast)
> > By Harry Suhartono JAKARTA, April 1 (Reuters) - Indonesia's
> largest
> > coal miner, PT Bumi Resources Tbk BUMI.JK, suffered an
unexpected
> net
> > loss in the fourth quarter, as adjustments linked to asset sales
> > overshadowed the..."; addImpression
> ("460347_Article
> > Tools"); var showComments = false; var allowSLCall =
> > false; /** START SITELIFE INTEGRATION **/ if( self == top )
> {
> > var re = /\/article/; var articleExist =
> > top.document.location.href.match(re); if(articleExist != null)
> > { allowSLCall = true; var uniqueArtKey
> > = "USJAK1648820080401"; var articleUrl =
> > document.location.href.split("?")[0]; var tempTitle = unescape
> > ("UPDATE+2-Indonesia%
> 27s+Bumi+in+Q4+loss+linked+to+stake+sales");
> > tempTitle = replaceString("+", " ",
> > > tempTitle); var articleTitle = tempTitle; var
> articleSection
> > = "Main_US"; var articleCategories =
> document.location.href.split
> > ("article/")[1].split("/")[0]; } if(articleExist !=
null)
> > { var slArtPage = new SLSectionPage(); slArtPage.varName
> > = "slArtPage"; slArtPage.base.varName
> > = "slArtPage"; } } function singlePageView() {
> > document.location.href = ReplaceQueryStringParam
> > (document.location.href, "sp", "true"); } function
> replaceString
> > (oldS, newS, fullS) { // Replaces oldS with newS in the
string
> > fullS for (var i = 0; i [input]
> > >
> > > By Harry Suhartono
> > > JAKARTA, April 1 (Reuters) - Indonesia's largest coal
> > miner, PT Bumi Resources Tbk BUMI.JK, suffered an unexpected net
> loss
> > in the fourth quarter, as adjustments linked to asset sales
> > overshadowed the impact of booming coal prices.
> > > Last year, Bumi sold 30 percent stakes in two of its
> coal
> > mines, PT Kaltim Prima Coal and PT Arutmin Indonesia, to India's
> Tata
> > Power Co (TTPW.BO: Quote, Profile, Research) for $1.3 billion.
> > > Analysts expect higher coal prices and output to help
> > Indonesia's second-largest listed company to post a stronger
> > performance this year.
> > > "For 2008, we expect much stronger topline and
earnings
> > growth on the back of stronger coal price outlook, and 13
percent
> > growth in the production volume," Deutsche Bank said in a
research
> > note.
> > > Indonesia is the world's largest thermal coal exporter
> and
> > miners in the country have been performing well due to high coal
> > prices, strong demand from China and India, and supply
constraints
> in
> > Australia.
> > > Nonetheless, Bumi made a net loss of $11.02 million in
> the
> > October-December period, compared to a $69.3 million net profit
a
> > year ago, according to Reuters calculations based on its full-
year
> > results and published nine-month results.
> > > The company was hit by a deduction of $76.9 million in
> > minority interests in the net income of subsidiaries during the
> > fourth quarter, compared to a $2.58 million deduction last year,
> also
> > according to Reuters calculations
> > >
> > > Excluding the minority adjustment, Bumi would have made a net
> > profit of $14.7 million in the final quarter, against a $66.97
> > million profit a year ago.
> > > Bumi, which is controlled by the family of Indonesia's
> > chief social welfare minister, Aburizal Bakrie, also suffered a
> > foreign exchange loss of $3.3 million in the fourth quarter
> compared
> > to a $7.1 million gain a year ago.
> > > The loss came despite Bumi seeing a 22 percent rise in
> > fourth-quarter revenue and a 73 percent jump in operating
> income.
> > Dileep Srivastava, Bumi's senior vice president for investor
> > relations, said the firm was maintaining a 2008 sales volume
> target
> > of 62 million tonnes, up from 55.43 million in 2007.
> > > He also said the company, which aims to boost coal
> > production to between 90-100 million tonnes by 2010, would see
an
> > average FOB coal price of $62 a tonne, up from $43.97 a tonne
last
> > year.
> > > Bumi reported on Tuesday a 2007 net profit of $789
> million
> > on Tuesday, up from $222.3 million in 2006. Its full year
revenue
> > climbed to $2.27 billion from $1.85 billion a year earlier.
> > > Analysts polled by Reuters Estimates had expected the
> > company to book a net profit of around $824 million in 2007,
> implying
> > a fourth quarter net profit of $23.8 million.
> > > Shares in Bumi, which has a market capitalisation of
> about
> > $13 billion, were trading down 4 percent by midday, compared
with
> > about a 2 percent fall in the overall index .JKSE.
> > > In the fourth quarter, Bumi's shares jumped 67.8
> percent,
> > outpacing a 16.4 percent rise in the overall index. (Editing by
> Ed
> > Davies and Lincoln Feast)
> > >
> > >
> > > Send instant messages to your online friends
> > http://uk.messenger.yahoo.com
> > >
> >
> >
> >
> >
> >
> > Send instant messages to your online friends
> http://uk.messenger.yahoo.com
> >
>
