Coba kita kupas
2007 Q1 Produksi 18,000 MT Penjualan Q1 15,300 MT Net
earnings $227.8 juta
2006 Q4 Produksi 21,200 MT Penjualan Q4 23,900 MT Net
earnings $265.4 juta
Apakah net earnings-nya benar2 turun? Atau hanya sekedar late shipment yang
akan kebawa ke Q2? .. malah menguntungkan dengan harga yang semakin tinggi ....
Matematika sederhana apabila penjualannya 18,000 ton (masih dibawah Q4 2006),
berapakah keuntungannya?
Secara linear kita bisa hitung sbb:
Jika penjualan 18,000 MT ==> 18,000/15,300 x 227.8 = $268 juta;
20,000 MT ==> 20,000/15,000 x 227.8 =$298 juta;
Jika penjualan sama dengan Q4 2006 23,900 MT, maka 23,900/15,300 x 227.8 =
$356 juta.
Saya melihat hal ini lebih ke late shipment. INCO masih layak untuk naik lagi.
Regards
----- Original Message -----
From: richmond lee
To: [email protected]
Sent: Monday, May 07, 2007 4:06 PM
Subject: Balasan: Re: [saham] INCO perlu diinvestigasi- perampokan royalty
Sell INCO
Perlu investigasi kali ya
--- babon joe <[EMAIL PROTECTED]> wrote:
> Aneh, jangan2 di jual murah ke groupnya.
> Jadi di groupnya untung besar, Indonesia
> di kadalin, di bohongin.
> Harusnya ada intel yg menyelidiki,
> kenapa persentase untungnya lebih kecil dari
> ANTM, perlu investigasi.
> Jual INCO buang
>
> --- aris <[EMAIL PROTECTED]> wrote:
>
> > Pak Ryan -
> >
> > Bukannya harga INCO yang jual matte harusnya lebih
> > tinggi dari ferronickel?
> > Ferronickel kayaknya kandungan nickelnya jauh
> lebihs
> > edikit daripada nickel
> > matte.
> >
> > Salam -
> >
> > Aris
> >
> > 2007/5/7, Ryan Ariadi Suwarno
> <[EMAIL PROTECTED]>:
> > >
> > > PT INCO jual "nickel in matte" dimana nickel
> > content adalah 80%, jadi
> > > average harga nickel dikali dg 80%.
> > > Sedangkan "ferronickel" yang dijual ANTM adalah
> > nickel nya lgs, jd bs pake
> > > harga pasar langsung..
> > >
> > > Ryan Ariadi Suwarno
> > > Research Department - (021) 5261326
> > >
> > > PT Dongsuh Kolibindo Securities
> > > JL H.R. Rasuna Said Kav. 1&2
> > > Jakarta 12950
> > >
> > >
> > > ----- Original Message -----
> > > *From:* geraldus oen <[EMAIL PROTECTED]>
> > > *To:* [email protected]
> > > *Sent:* Monday, May 07, 2007 1:22 PM
> > > *Subject:* Re: [saham] INCO untung Q1 U$227,77 M
> -
> > perampokan royalty Sell
> > > INCO
> > >
> > > Kenapa harga jual nickel PT INCO di bawah
> > > harga jual PT ANTM.
> > > Harga jual Nickel PT INCO $ 29.000 an
> > > harga jual Nickel PT ANTAM $ 35.000an
> > > Ada rekayasa keuangan, manipulasi ?
> > > Laporan keuangan INCO mengecewakan!
> > >
> > > --- beng <[EMAIL PROTECTED]> wrote:
> > >
> > > > Iya, payah banget nih INCO, termasuk
> perampokan
> > > > royalty ke negara.
> > > >
> > > > Di Lapkeu Q1nya tidak disebutkan berapa harga
> > rata-2
> > > > penjualan nickelnya
> > > > dan juga berapa MT nickel yang dijual.
> > > >
> > > > Kalau diitung berdasarkan produksi tahunan
> > dibagi 4,
> > > > rata-2 harga
> > > > penjualannya (Q1 2007) dibawah US$25ribu /MT,
> > > > padahal harga wajar rata-2
> > > > Q1 untuk kontrak yang paling panjang
> (27months)
> > > > sudah diatas US$26.6
> > > > ribu /MT dan kalau yang 15 months kontrak
> sudah
> > > > diatas US$31ribu /MT.
> > > > Dari lapkeu nya disebut bahwa semua hasil
> nickel
> > > > matte-nya dijual ke
> > > > induk perusahan CVRD INCO & Sumitomo Metal,
> > pantes
> > > > saja dijualnya murah
> > > > banget, apa pemerintah RI gak ada yang audit
> > harga
> > > > nickel?
> > > >
> > > > Apa bisa mengajukan protest atas laporan
> > keuangan Q1
> > > > tersebut?
> > > >
> > > >
> > > > -----Original Message-----
> > > > From: [email protected]
> > <saham%40yahoogroups.com>
> > > > [mailto:[email protected]
> > <saham%40yahoogroups.com>] On Behalf Of
> > > > troyan troyan
> > > > Sent: Wednesday, May 02, 2007 3:13 PM
> > > > To: [email protected]
> > <saham%40yahoogroups.com>
> > > > Subject: Re: [saham] Re: INCO untung Q1 227,77
> M
> > > >
> > > > Ya dong.. profitnya jauh dibawah perkiraan
> > pasar.
> > > > Apalagi market akan bearish besar sebentar
> lagi.
> > > > makanya segera SHORT INCO kalo gak mau rugi
> :))
> > > >
> > > > --- Bettina Tan <bettina.tan@
> > > > <mailto:bettina.tan%40gmail.com>
> > > > gmail.com> wrote:
> > > >
> > > > > kenapa cuman Pak? Bukankah hasilnya sangat
> > bagus,
> > > > > apalagi harga nickel
> > > > > diprediksi akn mencapai 55..
> > > > >
> > > > > On 5/2/07, laven_28 <[EMAIL PROTECTED]
> > > > <mailto:laven_28%40yahoo.com>
> > > > com> wrote:
> > > > > >
> > > > > > Inco cuman untung Q1 227,77 M bisnis
> > indonesia
> > > > > hari ini..
> > > > > >
> > > > > > --- In [EMAIL PROTECTED]
> > > > <mailto:saham% <saham%25>40yahoogroups.com>
> com
> > > > > <saham%40yahoogroups.com>, Joe Grunk
> > > > > > <[EMAIL PROTECTED]> wrote:
> > > > > > >
> > > > > > > 2309 GMT [Dow Jones] COMMODITIES
> SUMMARY:
> > > > Crude
> > > > > fell back after
> > > > > > failing to hold above $66, tracking
> gasoline
> > > > > futures; June Nymex
> > > > > > crude down $1.31 at $64.40/bbl after
> > touching
> > > > > $66.15, Brent off 65
> > > > > > cents at $67.00. Sell-off came ahead of
> > weekly
> > > > EIA
> > > > > data Wednesday
> > > > > > expected to show build in crude supplies.
> > "We
> > > > were
> > > > > sort of expecting
> > > > > > it after the recent rally," said Man
> > Financial's
> > > > > John Kilduff. "What
> > > > > > we're seeing is some profit-taking after
> the
> > > > > recent run up. The
> > > > > > charts have been looking very toppy." RBOB
> > > > > gasoline shed 1.47 cents.
> > > > > > June Comex gold fell $6.20 to $677.30/oz,
> > July
> > > > > silver 20.5 cents to
> > > > > > $13.37 as longs exited with oil lower;
> > precious,
> > > > > base metals trade
> > > > > > thin amid holidays.
> > > > > > >
> > > > > > > July platinum +$2.50 at $1,300.90/oz,
> June
> > > > > palladium +15 cents at
> > > > > > $374.15. Spot gold down $3.70 at
> $674.55/oz.
> > > > > > >
> > > > > > > Base metals staged late rally led by
> > copper,
> > > > > zinc, tin on CTA
> > > > > > buying, upbeat U.S. ISM manufacturing
> data;
> > 2nd
> > > > > day of national
> > > > > > strike by Peru's National Federation of
> > Mining,
> > > > > Metallurgy and Steel
> > > > > > Workers also helped.
> > > > > > >
> > > > > > > Copper +$230, lead off $10, zinc +$104,
> > > > aluminum
> > > > > down $14, nickel
> > > > > > +$900, tin +$225. (WJK)
> > > > > > >
> > > > > > > ---------------------------------
> > > > > > > Ahhh...imagining that irresistible "new
> > car"
> > > > > smell?
> > > > > > > Check outnew cars at Yahoo! Autos.
> > > > > > >
> > > > > >
> > > > > >
>
=== message truncated ===
________________________________________________________
Kunjungi halaman depan Yahoo! Indonesia yang baru!
http://id.yahoo.com/
________________________________________________________
Sekarang dengan penyimpanan 1GB
http://id.mail.yahoo.com/
