DCF Driven Minimum is at around 14000-Ish

I'm not saying that there's anything wrong with looking in the
rear-view mirror, but if you're driving forward, it's probably wise to
look out the windshield... I personally think the stuff bout PGAS is
Its Long-Term Prospect. That is to say the main factor we should pay a
close watch on PGAS is its project deliveries. delayed YES, but i
personally think Its already on the price. not many firm got what PGAS
potentially has (Terminal Growth rate above 5%).








--- In obrolan-bandar@yahoogroups.com, "PyRiEL PyRiEL"
<[EMAIL PROTECTED]> wrote:
>
> menurut akang valuasi wajar berapa?
> btw ane mau dunk skulah valuasi biar bisa kayak kang ocoy..
> dimana yah?
> biar aku ndak ketipu mulu
> info yah kang
> 
> 2008/4/21 kang_ocoy_maen_saham <[EMAIL PROTECTED]>:
> 
> >
> > PGAS Short Term View = Dissapointing YES, LATE DELIVERY YES
> >
> > PGAS Long Term View = Long-Term Growth Rate 5%????
> >
> > Skolah Valuasi lagi gihhh... HEHEHEHEHEHEHE
> >
> > Hanya dengan kenaikan Volume 5% After 2010 Pertaun en asumsi kenaikan
> > gradual harga gas per taun 3% aja atleast medium term Growth Rate
> > Assumption PGAS bisa diatas 7% Sustain minimal 10 tahun.
> >
> > VALUATION WARS EH?? BEGINI DOANK??
> >
> > BRING-IT-ON ANYWAY, U CANT KID AROUND W ME KALO CUMAN BEGINI DOANK!
> >
> > -Hint, angka Target KZ di derived BUKAN DR NILAI NPV NYA, TP DIA KASIH
> > "DISKON" DR NPV KARENA DELIVERY MANAJEMEN PGAS MENGECEWAKAN, SEMENTARA
> > MSLH DELIVERY INI BENER. TARGET NPV PGAS GAK MASALAH SO KUNCINYA
> > ADALAH KALO TIBA2 ADA TURNAROUND MOMENTUM DI OPERASI PGAS., JANGAN
> > TERKEJUT KALO SECEPET ITU JG NANTI DY BALIK KE "UPGRADE", LAH NPV DY
> > AJA GA BERANI KASIH DIBAWAH 15000.
> >
> > my personal advice is go on the long view., delivery manajemen PGAS
> > emang culun, prinsip disclosure nya juga jelek. but that doesnt mean
> > it deserves 40% MoS kecuali emang niat dapet barangnya di "40%" MoS.
> > TURUNIN lg aja. DIKIT LG MASUK LABEL "VALUE" THAN I CAN START USING MY
> > "LONG-AWAIT" BUSTER RIFLE...
> >
> > --- In obrolan-bandar@yahoogroups.com
<obrolan-bandar%40yahoogroups.com>,
> > Andi Wahyudi
> >
> > <andi_wahyudi2000@> wrote:
> > >
> > > Valuation war begins?
> > >
> > > Ardomoro Winarto <wardomoro@> wrote:
> > PGAS jeblok karena didawngrade oleh CLSA dari BUY menjadi UNDERPERFORM
> > dgn tp yang baru rp 12900, maka asing pada buang-buang 2 hari ini.
> > Tapi anehnya, ML pada tgl keluarin riset baru dengan MAINTAIN BUY dan
> > tp rp.17500 dan hari ini ML plg banyak jualan PGAS. Asing memang
> > paling bisa kalau ngibulin.
> > >
> > > Terry Astradika <astradika@> wrote:
> > > nunggu ayunan mantap dari pgas, baru deh naik ke atas..
> > >
> > > saat ayunan datang, baru deh masup, kalu ga ada ayunan, tapi harga
> > > dah terbang...yaa ... sudah brarti belum rejekinya deh..
> > >
> > > ciao! tetap sehat dan bersemangat..
> > > note: stay cool...jangan grasak grusuk..
> > >
> > > --- In obrolan-bandar@yahoogroups.com
<obrolan-bandar%40yahoogroups.com>,
> > "kangduren" <kangduren@>
> > > wrote:
> > > >
> > > > CMIIW
> > > >
> > > > nyeletuk dikit mudah2an ga salah, belon ada berita bagus lagi dari
> > > > PGAS tapi sepertinya FM gede dah akumulasi dari tahun lalu (dah
> > > > selesai akumulasi), coba liat chartnya, kalo PGAS sementara
> > > invest...
> > > >
> > > > salam
> > > > --- In
obrolan-bandar@yahoogroups.com<obrolan-bandar%40yahoogroups.com>,
> > "tora" <kopitorabika@>
> > > > wrote:
> > > > >
> > > > > tanya dong...
> > > > >
> > > > > pgas ada berita apa kok jeblok terus ?
> > > > >
> > > > > trims.
> > > > >
> > > >
> > >
> > >
> > >
> > >
> > >
> > >
> > > ---------------------------------
> > > Be a better friend, newshound, and know-it-all with Yahoo! Mobile.
> > Try it now.
> > >
> > >
> > >
> > > Send instant messages to your online friends
> > http://uk.messenger.yahoo.com
> > >
> >
> >  
> >
>


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