wkwkwwk...wong bumi lagi 'dikosongin' aset2nya
2013/10/10 Wahyu Yulianto Wibowo <wahyu...@yahoo.co.id> > ** > > > alhamdulilah bang ian. Brms gain 80% siap bumi 5000 > > Dikirim dari Yahoo! Mail pada Android > > ------------------------------ > * From: * Jefry CHANG <jefry_ch...@yahoo.com>; > * To: * saham@yahoogroups.com <saham@yahoogroups.com>; > * Cc: * Saham <saham@yahoogroups.com>; > * Subject: * Re: [saham] Prediksi Bang Ian > * Sent: * Thu, Oct 10, 2013 1:40:28 AM > > > > Terlalu banyak news ga jelas emiten ini. Jgn terpancing...... > > Sent from my iPhone > > > On Oct 10, 2013, at 8:32 AM, hengky...@hotmail.com wrote: > > > > Prediksi Bang Ian Bumi 5000 , mungkin ini langkah awal nya > > > > BUMI is repaying the money it owes to CIC plus penalties with 42% stake > in BRMS , 19% stake in KPC cs, and US$150mn worth of new BUMI shares. The > debt resolution deal came in unexpected, as most investors think that > nothing can happen before the EGM of Bumi Plc, which schedule has not been > made public. I expect a sharp and sustained rally in BRMS, for the > following reasons: > > > > 1. Reduction, or even removal, of Bakrie group discount in BRMS. On > paper, CIC will become second biggest shareholder with 42%, after BUMI’s > 45%. But based on KSEI reports, BUMI’s ownership in BRMS hasdeclined > significantly. Looking at the number of BRMS shares transacted on the way > down (BRMS share price went from 510 toas low as 100 not too long ago), I > find it hard to believe that its real free float is only 13%. If BUMI still > has the claim to all of its 45% shares then there must have been very > serious shorting of BRMS shares by the repo lenders. The magnitude of BRMS > shorting interests could easily be 20-30% of its outstanding > shares,dwarfing that of Volkswagen! If BUMI lost even a few percent of its > 45% (highly probable), then CIC will be the real majority owner of BRMS. So > BRMS share price is destined to go up, be it driven by major short > covering, reduction of Bakrie group discount as CIC brings-infinancial and > operational control, or full removal of Bakrie groupdiscount if CIC were to > become the controlling shareholder. > > > > 2. Fundamental value of US$2.0bn against current US$610mn market cap, a > potential triple bagger. When BRMS went IPO in 1Q11, Nomura, Credit Suisse, > and JPMorgan put up a fundamental value range of between US$1.5bn and > US$2.5bn for BRMS. Such value range did not include new reserves findings > in Gorontalo and Elang, both of which are rumored to be jackpots (no one is > interested to formalize JORC reports at this juncture due to their > self-interests). A large chunk of the US2bn value came from BRMS 18% share > in PT. Newmont NT, estimated to worth around US$1.5bn > > > > 3. Do not let tender offer prospect and the price that CIC pays bogyou > down. When Tata Power bought a minority stake in KPC and Arutmin coal > mines, BUMI share price went from Rp1,000 to as high as Rp8,000on > perception of better corporate governance alone. Back then, the investors > failed to realize that Tata Power came in at the subsidiaries level, and > that governance may remain weak at the listed company level. This time, CIC > is coming in at the listed company level, which will make a whole world of > difference to BRMS corporate governance. The Bakrie group and CIC may set > an arbitrary official price for BRMS due to various complexities, but by no > means it indicates the true value of BRMS. A million tons of gold beneath > the ground could be worthless in hands of the Bakrie group if their funding > window is shut, but it could be worth the full value in the hands of the > world largest sovereign wealth fund. > > > > Disclaimer On. > > > > > > "HiDuP Cm SkLi JgN DiBuAt SuSaH" > > > > ------------------------------------ > > > > Kunjungi situs http://www.info-saham.com untuk informasi seputar saham. > > > > SEMUA POSTING DI MILIS INI TANGGUNG JAWAB PENGIRIM EMAIL DAN BUKAN ADMIN > MILIS. SEMUA POSTING DI MILIS INI BUKAN UNTUK MENGAJAK MEMBELI ATAU MENJUAL > EFEK. SETIAP KEPUTUSAN INVESTASI MENJADI TANGGUNG JAWAB PIHAK PEMILIK > INVESTASI ATAU PEMILIK MODAL. > > > > saham-unsubscr...@yahoogroups.com untuk berhenti dari milis saham > > saham-subscr...@yahoogroups.com untuk bergabung ke milis saham > > Yahoo! Groups Links > > > > > > > > >
