Valuasi antara CLSA report dan berita lain2: 1. Kang, marketing expenses 2097 was 2.4% higher than expected. Kira-kira kenapa ya? Biar NI turun?
2. Bukannya untuk Jan-September cash cost 2007 turun 3% dibanding 2006? Ini Dileep lo yg pernah ngomong. 3. Cash Cost sampai akhir 2007 MUNGKIN PASTI turun coz conveyor belt tahap 1 seepanjang 13 km sudah running. Sampai Sept 2007 coal conveyed already increased by 9%, mestinya sampai Des 2007 lebih gede lagi, i.e. di atas 9%. Eniwe, cash cosh reduction dari utilization of conveyor belt ini berlomba dengan oil price increase buat kerjaan di site sih. kang_ocoy_maen_saham <[EMAIL PROTECTED]> wrote: Not El's Target Down Definitely... Except yg keluar dr BUMI Duo Morgan.. But they're Not Goin Out That Big paling engga di nilai segini... kalo kena 3000 itu berarti EV/Reserves nya $5.22 Dollar, pada saat batu bara harganya segini kalo emang rugi DI SUBPRIME ngapain dy jual semurah itu di market. Jual di 4000 secara Block ato tender offer aja jg Banyak yg Mao noh yg emang nyari BatuBara. ato sekalian aja BNBR Beli Block Senilai minimal 10% dr Outstanding (diatas 10T) di harga 3000, WAAAAAYYYY ABOVE THEIR 5600 CEILING... BERES! Emangnya pada sebego ituh apa FM2 asing. paling kalo ada yg buang gede selain geng FM2 temen2nya BNBR adalah yg punya obligasi konversi., sisa outstanding obligasi konversi tuh ada 168 juta dollar ato 1.6 Trilyun doank... C'mon.. Ngapain coba di ke 3000-in... sebaiknya Jangan suka swallow ke "wah-wah" story di bursa tanpa cek faktanya dah.. kalo ampe bisa 3000 sayah Rekomen bos sayah buat abis2an beli sekalian... toh makan laba doank yieldnya aja minimal 11.5% (A.K.A Target Minimal kewajiban DP) Bleehhh........ gini aja deh., kalo ada yg yakin mo ke 3000 something.., cobain aja jual hajar bid terus.. entar baru kena 4500 yg mo Makan jg udah Banyak. termasuk sayah deh.... --- In obrolan-bandar@yahoogroups.com, "Diwya Satwika Paramartha" <[EMAIL PROTECTED]> wrote: > > Are you sure it's not that down from current level???? > > =) > > > --- In obrolan-bandar@yahoogroups.com, "kang_ocoy_maen_saham" > <kang_ocoy_maen_saham@> wrote: > > > > Berani Set brp TARGET TERBAWAH gak?? > > > > hehe., not that far., not that down from current level... > > > > > > --- In obrolan-bandar@yahoogroups.com, "Diwya Satwika Paramartha" > > <diwya_satwika@> wrote: > > > > > > Mungkin yg ahli bandarmologi lebih jago ngejelasin nih daripada > > saya.. > > > > > > Yg jelas kalo saya punya duit segede itu mau dilepas, ngelepasnya > > ya > > > nggak sekaligus.. biasa bandar... pake pancingan dulu.. abis > market > > > panic, sikat lagi dikit biar naik... > > > > > > Baru tsunami gede2annya... > > > > > > Ayo yg jago bandarmologi di sharing dong... hehe =p > > > > > > --- In obrolan-bandar@yahoogroups.com, "Hendra Santosa" <saham@> > > > wrote: > > > > > > > > Argue: Rp 1.2T dibanding transaksi bumi per hari tidak begitu > > besar > > > > sepertinya karena sehari biasanya lebih dari 1T. Mungkin ada > 12T > > > atau lebih? > > > > > > > > > > > > > > > > _____ > > > > > > > > From: obrolan-bandar@yahoogroups.com [mailto:obrolan- > > > [EMAIL PROTECTED] > > > > On Behalf Of Diwya Satwika P > > > > Sent: Friday, April 04, 2008 5:13 PM > > > > To: obrolan-bandar@yahoogroups.com > > > > Subject: Lyonnais Capital JUAL BUMI & 90% sahamnya di BEI for > Rp > > > 2T ----Re: > > > > [obrolan-bandar] BANDAR ITU KUAT dan LIHAI SEKALI > > > > > > > > > > > > > > > > Iya mbah kita semua tau bandar emang gede banget dananya... > > > > > > > > > > > > > > > > Bocoran nih (mungkin juga mbah & yg lain udah tau, esp EL yang > > > ikutan mainin > > > > dananya).... Crédit Lyonnais Capital Investissement, investment > > > banking asal > > > > Europe kan punya planning jual hampir 90% saham dia di BEI yang > > > most of it > > > > is BUMI........... > > > > > > > > All worth of Rp 2 T......... > > > > > > > > > > > > > > > > That's why everytime BUMI goes up, they sell, and then drop.... > > > technical > > > > rebound again and sell.... untill 90% of their portfolio turned > > > into cash to > > > > cover their SM loss.... > > > > > > > > > > > > > > > > Now it has already sold for about Rp 1.2 T, so there's still > > > 800million way > > > > to go (if I'm not mistaken... EL could you give us a hint how > > much > > > more they > > > > need to sell...?) > > > > Mereka juga belinya baru 2007 kemarin pas di harga average > > sekitar > > > 2400an.. > > > > > > > > > > > > > > > > So buat BUMI-ers... Tighten your seat belt for another roller > > > coaster... > > > > > > > > > > > > > > > > Nggak lama lagi baru deh kita nanjak lagi... Soon hopefully.. =) > > > > > > > > > > > > > > > > > > > > > > > > ########################################### > > > > > > > > This message has been scanned by F-Secure Anti-Virus for > > Microsoft > > > Exchange. > > > > For more information, connect to http://www.f-secure.com/ > > > > > > > > > > Send instant messages to your online friends http://uk.messenger.yahoo.com
