oke deh bos, saya agak ga sreg dengan anda mengkaitkan ls secara eksplisit (itu tuh yang pake panah2 segala..), mungkin ada unsur kebetulan pak, dan ... karena kebetulannya sering, ... so bisa dijadikan teori kan akhirnya ama kong buffet?
cuma kalu tlkm gimana (dah ss 2x tuh! berarti dah sunset dan gelap banget donk?), bumi jg pernah ss juga kalu ga salah..! smgr juga.. jadi kalu melihat 2 kasus di atas ... korelasi mungkin ada, namun kaitan langsung mungkin perlu di-hipotesis dgn cara metoda ilmiah lagi shg menjadi ketetapan yang baku.. oke deh! maaf kalu salah kate.. ciao! tetap sehat dan bersemangat.. note: cmiiw, emang telkom udh ss 2x kan? sori lupa...hehehe... --- In obrolan-bandar@yahoogroups.com, Andi Wahyudi <[EMAIL PROTECTED]> wrote: > > Pak, silahkan membaca buku The Intelligent Investor by Benjamin Graham. Engkong Buffet memberikan preface di buku ini. Salah satu case yg diangkat adalah Exodus. Saya tidak pernah menyatakan bahwa semua SS itu "buruk", tapi saya memberikan case di sini adalah SS ANTM dan INCO (kok kebetulan keduanya nickel producer dan melakukan SS di saat yg hampir bersamaan..hayooo, ada apa ? mestinya kita curious dikit2 ajah) > > 2008/4/27 Terry Astradika <[EMAIL PROTECTED]>: > wah! jangan mengkaitkan secara langsung SS dengan sunset dan bandar > bos! itu mah CA aja, kalu anda kaitkan berarti bd-nya si korporasi > tsb? wah bisa marah nih para komisaris dan direkturnya..hahaha... > > ngawur ON!!! > ciao! tetap sehat dan bersemangat.. > note: hueeyyy! komisaris + direktuuurr...ternyata elu2 ini toh > bandarnya....???? bwa hahaha....!! > > --- In obrolan-bandar@yahoogroups.com, Andi Wahyudi > > <andi_wahyudi2000@> wrote: > > > > Industri sunset -> BD ingin keluar -> BD butuh pembeli -> Makanya > diSS -> Supaya banyak yg ambil > > > > > troyan troyan <troyanese@> wrote: > Siapa yang gak santai bro ? Aneh aja anda mengkaitkan SS dengan > industri yang sunset. Dan soal bandar dah keluar kata Anda dari INCO > dan ANTM itu soal lain lagi yang bukan bagian dari analisa Anda > sebelumnya. Dan ini bisa dipermasalahkan lagi. Jadi hati2 aja bro > memberii statement kalo anda gak ngerti benar masalahnya. > > > > > --- On Sun, 4/27/08, Andi Wahyudi <andi_wahyudi2000@> wrote: > > From: Andi Wahyudi <andi_wahyudi2000@> > > Subject: Re: [obrolan-bandar] INCO Q1 2008 profit DOWN > > To: obrolan-bandar@yahoogroups.com > > Date: Sunday, April 27, 2008, 7:26 PM > > > > Minggu lalu ada yg bilang ANTM akan breakout? Breakout w/o volume? > We can proove now apakah tulisan minggu lalu bener apa tidak. > > http://finance. groups.yahoo. com/group/ obrolan-bandar/ > message/77256 > > > > No offense, saya tidak pernah memegang INCO dan ANTM sejak Juli > 2007.. > > > > Andi Wahyudi <andi_wahyudi2000@ yahoo.com> wrote: > > Santai Bro....Kayaknya BD utama udah keluar dari ANTM and INCO. Ada > baiknya kita baca bareng2 di bawah ini: > > > > http://www.xstrata. > > com/annualreport /2007/page38http://findarticles .com/p/articles/ > > mi_pwwi/is_ /ai_n19195805 > > > > http://www.purchasi ng.com/article/ CA6458516. html > > > > http://www.hatch. ca/Consulting/ Knowledge_ Base/Articles/ > European% 20Stainless% 20Steel.pdf > > > > troyan troyan <[EMAIL PROTECTED] com> wrote:Jadi maksudnya kalau > dilakukan SS itu karena industrinya udah sunset ? Baca2 lagi dong Pak. > > > > --- On Sat, 4/26/08, Andi Wahyudi <andi_wahyudi2000@ yahoo.com> > wrote: > > From: Andi Wahyudi <andi_wahyudi2000@ yahoo.com> > > Subject: Re: [obrolan-bandar] INCO Q1 2008 profit DOWN > > To: obrolan-bandar@ yahoogroups. com > > Date: Saturday, April 26, 2008, 10:59 PM > > > > Kalau nickel tidak sunset, kenapa INCO SS Pak? > > > > James Arifin <james.arifin@ gmail.com> wrote: > > padahal reserve INCO masih lama habisnya kalau nickel sudah sunset > > artinya industri manufacturing, LNG, etc sudah mulai menurun tapi > kok > > view saya kebalik yah. Ada yang salah kali > > > > On 4/26/08, Andi Wahyudi wrote: > > > > > > > > > > > > > > > > > > > > > Q1 sih kmrn seperti itu Pak..tapi saya bukan God yang tahu > semuanya...Kalau > > > BD ngegoreng INCO ke atas ya repot he he..tapi yg jelas nickel > memang sedang > > > sunset > > > > > > Aman sih kita maen aja di sektor yang grup industrinya lagi nge- > bul a.k.a > > > baru bangun tidur n siap2 terbang..... > > > > > > > > > Rei wrote: > > > > > > > > > Lalu apakah produsen2 besar nickel akan mengikuti trend ini pak > Andi? Kalo > > > begini antm & inco bisa payah dong... > > > > > > Andi Wahyudi wrote: > > > > > > > > > Bukan ajakan bukan himbauan. > > > > > > Maret 2008 Norilsk Nickel mengumumkan akan membelanjakan 105 juta > USD untuk > > > new nickel field di Siberia. > > > > > > Menurut laporan IISI, Austenitic stainles steel akan banyak > digantikan oleh > > > Ferritic stainless steel. Kandungan nickel di ferritic stainless > steel lebih > > > rendah dibanding austenitic stainless steel. > > > http://en.wikipedia .org/wiki/ Stainless_ steel > > > > > > Bukan cuma INCO LK Q1 2008 mengalami drop, nickel producer > lainnya mengalami > > > hal yang kurang lebih sama. > > > http://www.bloomber g.com/apps/ news?pid= > newsarchive&sid=avCNKlwNNdLY > > > > > > May God Bless Us Always > > > > > > Stainless steel production to grow further â" but at a > slower rate21 May 2007 > > > Kyoto - The International Stainless Steel Forum (ISSF) expects > that > > > stainless crude steel production in 2007 will be higher than the > > > record-level of production in 2006, mostly driven by recovery > from 2005 and > > > some restocking. High raw material prices, especially for nickel, > encourage > > > ISSF to promote ferritic grades as an economic and effective > solution for > > > the main applications of stainless steel: a book "The Ferritic > Solution" is > > > now available. > > > > > > > > > > > > ISSF releases new publications21 May 2007 Kyoto - The > International > > > Stainless Steel Forum (ISSF) has published three new brochures > during its > > > 11th Annual Conference in Kyoto, Japan. The brochures are: > > > Book of New Applications 2007 > > > ISSF has published its second reference to new stainless steel > applications. > > > The Book of New Applications contains more than 60 applications > from around > > > the world. Sectors such as building and construction, industrial > machinery > > > and transport are covered. > > > The Ferritic Solution: The essential guide to ferritic stainless > steels > > > Ferritic stainless steels share most of the mechanical and > > > corrosion-resistanc e properties of their more expensive cousins, > austenitic > > > stainless steels. However, unlike the austenitics, ferritic > stainless steels > > > contain no nickel. This makes them a cost-effective alternative > in many > > > applications. > > > The Ferritic Solution provides an overview of the properties of > ferritic > > > stainless steels, the advantages of using them and the > applications where > > > they can be used. The Ferritic Solution is a crucial reference > document for > > > stainless steel users, specifiers and producers. > > > > > > Send instant messages to your online friends > http://uk.messenger .yahoo.com > > > > > > > > > > > > > > > > > > > > Send instant messages to your online friends > http://uk.messenger .yahoo.com > > > > > > Send instant messages to your online friends > http://uk.messenger .yahoo.com > > > > > > > > > > > > > > > > --------------------------------- > > 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 > > > > > > > > > > > > > > > > Send instant messages to your online friends http://uk.messenger.yahoo.com >
