kepagian pak... Ini masih area bull...
Nanti di bawah garis biru aja ya munculnya...  :)

-----Original Message-----
From: Bearish Forever [mailto:[EMAIL PROTECTED] 
Sent: Wednesday, June 04, 2008 3:40 PM
To: [email protected]
Subject: [obrolan-bandar] Mr Bear is Back!


Hi Mam,
I'm back... cheers. Bear


Elaine <[EMAIL PROTECTED]> wrote:
short

Elaine


On Wed, Jun 4, 2008 at 2:50 PM, Joe Grunk <[EMAIL PROTECTED]> wrote:

- Rumors are going the round that BNBR, the 35% owner of BUMI might do a
sell-down of a 3% stake in BUMI to raise money.
- BNBR is still trying to fund around USD 800m through either a
bank-loan, debt,
>   or in the worst case situation a sell-down in assets.
> - Our analyst view is that they should be able to finance that through
loans or
>   debt, and that a sell-down is not necessary.
> - Coal plays, including BUMI, have been weak this morning as sentiment

> has turned thanks to the Chinese coal names.
> - If there is any selling on fears of a placement, it is creating a 
> buying
oppor
>   tunity.
>
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