Q1 loss kemungkinan karena pre-cost/expense. Kalau pekerjaan seismik tidak
besar, eksplorasi (seismik+termasuk pemboran eksplorasi) lumayan besar (orde
million dollars). Coba cek angkanya Pak. Jika termasuk eksplorasi, ELSA harus
pindahkan rig dari lokasi satu (bisa di Irian dll) ke Brunai, so takes time for
preparation.
Persis, ELSA sedang konsolidasi bangun core di hulu, makanya di LK p. 58 jasa
hulu meningkat, it's OK for now.
Invest alat menurut saya butuh dana besar, dan akan dibiayai dengan dukungan
sindikasi Bank baru2 ini (ada 2 sindikasi Bank, BCA dan asing, cek LK). Info
yang saya dengar mereka usaha akuisisi rig/well-test/bor, yang akan
dipergunakan untuk pekerjan di Brunai dan ekspansi hulu.
Andi Wahyudi <[EMAIL PROTECTED]> wrote: Kalau tidak
salah kontrak yg lumayan gede adalah seismik di brunei..mestinya ga perlu waktu
terlalu lama
Kemarin ELSA memang invest alat seismik jutaan dollar USD karena ELSA mau shift
ke 80% hulu dibandingkan skrg yang masih 45% hulu. Apa invest alat ini yang
menyebabkan Q1 loss?
Kabu Nusi <[EMAIL PROTECTED]> wrote:
nilai kontrak unequal dengan payment/income kan Pak. Kontrak hulu tidak bisa
accomplish in months, bisa belasan bulan ... terutama terkait rig
LK dari site BEI:
http://202.155.2.90/corporate_actions/new_info_jsx/jenis_informasi/01_laporan_keuangan/02_Soft_Copy_Laporan_Keuangan/Laporan%20Keuangan%20Tahun%202008/Triwulan%20-%20I/Elnusa%20(ELSA)/
btw, kemarin asing net buy ELSA 6.25 mio shares :)
Andi Wahyudi <[EMAIL PROTECTED]> wrote:
Kalau ga salah, sampai bulan februari, nilai kontrka
yg didapat ELSA sudah 70% dari total target tahun 2008. Sampai bulan Maret
nilai kontrak yg didapat ELSA bahkan sudah mencapai 80% dari target total 2008.
Saya mencari di website BEI ternyata belum ada LK ELSA untuk Q1 2008. Apakah
ada yg bisa memberi kejelasan info mengenai LK resmi dari ELSA?
Rgds,
Andi
> >
> > --- In [email protected], "hendrik_lwww"
> > <hendrik_lwww@> wrote:
> > >
> > > Elnusa 1Q Net Loss Surges 160%
> > > ----------------------------------------------------------
> > > ----------
> > >
> > > Monday, 5 May 2008 11:17:56
> > > StockWatch (Jakarta) - PT Elnusa Tbk (ELSA) and the company's
> > > subsidiaries booked net loss of IDR10.185 billion (IDR1.4 per
> share)
> > > in the first quarter of 2008, up sharply by 160% from IDR3.922
> > > billion (IDR3.4 per share) in the same period of 2007.
> > >
> > > Elnusa's management said in the company's financial report
> submitted
> > > to the IDX, the net loss stepped up because operating expense
> > > increased 10% at IDR49.593 billion, which also caused operating
> > > profit to stumble at IDR13.692 billion from IDR23.999 billion.
> > >
> > > At the same time, the company's revenue climbed 9.14% at
> IDR462.325
> > > billion from IDR423.598 billion, but cost of goods sold (COGS)
> also
> > > rose 12.57% at IDR399.040 billion so the company's gross profit
> > > stepped down at IDR63.285 billion from IDR69.110 billion.
> > >
> > > Elnusa is 41.1% owned by state oil company Pertamina, which has
> been
> > > active in oil and gas services for approximately 39 years.
> (yan/bw)
> > >
> >
> >
> >
> >
> >
> > Send instant messages to your online friends
> http://uk.messenger.yahoo.com
> >
>
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