hehehe., itu CLSA nya ja ga mau bilang LK BUMI "absurd"...
oh btw, hitungan EV/Reserves saya td salah krn lupa hitung efek bagian
TATA. kalo harga BUMI di Rp3000 berarti EV/Reserves BUMI jd $6.8,
sementara kalo di Rp4000 jd $8.6. terakhir saya terima report bahwa
rata2 Saham Coal di Industri Global ada diatas $25 Ev/Reserves.
well kalo kata saya mah EV/Reserves yg masih OK utk BUMI harusnya
dengan harga batubara skrg ada diatas $10 tp gak lebih dr $15., unless
dy bisa convince kita harga realisasi penjualannya bisa diatas angka
klaim target 08 dileep yg di $65 kmaren.
3000 is Very2 Unlikely., kecuali niatnya jual murah biar bisa ambil
lebih banyak lagi...
--- In obrolan-bandar@yahoogroups.com, Andi Wahyudi
<[EMAIL PROTECTED]> wrote:
>
> 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"
> <diwya_satwika@> 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/
> > > > >
> > > >
> > >
> >
>
>
>
>
>
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