Saya ada optimistis di TINS dalam hal yield dibanding
ANTM. Cuma hati2 saya tahu sekali TIN managemnt yg
dulu jago2 mainkan harga LME, dan sepertinya direksi
yg sekarang jg jago.
Kalo yg jaman Megawati wah nggak jago tuh.
So I'm optimistic but coutious!
--- laven_28 <[EMAIL PROTECTED]> wrote:
> bISA AJA HARGA TIN KE 20RB, SOALNYA STOCK TIN DI LME
> KAN DIKUASAI
> HANYA SATU DUA BANDAR AJA..
> JUGA KONDISI SUPPLY UTK KEDEPAN KAN BLOM PASTI...
>
> KITA LIHAT AJA, DARI LAPANGAN (BABEL) SEKRANG AJA
> KOLEKTOR2 MULAI
> SUSAH MENDAPATKAN TIN ORE DARI TI KONVENSIONAL...
> OTOMATIS SUPPLY TIN METAL JUGA BERKURANG JAUH DARI
> TAHUN KEMARIN..
> MUNGKIN INI YANG MENYEBABKAN SPEKULASI BAHWA SUPPLY
> UTK SEMESTER KE2
> TAHUN INI DAN TAHUN DEPAN BAKAL SERET..
>
> UTK TINS SENDIRI, SUPPLY TIN ORE NYA TIDAK
> BERPENGARUH, KARNA MULAI
> DTAHUN DEPAN SAYA RASA DIA AKAN LEBIH KONSENTRASI KE
> ONSHORE (LAUT)
> NYA...CADANGAN ONSHORENYA KAN BANYAK.. 90% CADANGAN
> TIMAH DI BABEL
> ADALAH MILIK PT. TIMAH.
>
>
>
>
>
> --- In [EMAIL PROTECTED], "pemainedan"
> <[EMAIL PROTECTED]> wrote:
> >
> > berharap sih TINS bisa jadi the new INCO. ada jg
> hedge-fund yg
> > prediksi nanti peak harga TIN bisa bahkan melebihi
> peak harga Ni
> > (kutipan berita di bawah)... kalo bener berapa ya
> harga wajarnya??
> > sama dg skr stlh SS 1:10?? hehehe... ngimpi ach..
> >
> > mungkin kalo bener, TBLA-nya pak Eka switch juga
> ke TINS, ya??
> > hehehe...
> >
> > cuma ini jd makin kuatir sih. makin kenceng naik
> harga commodity-
> > nya, makin gede resiko crash harga (spt Ni & Pb).
> imbasnya adlh
> > sentimen negatif ke saham. kalo aja stay di USD
> 15-16rb/t, sudah
> > bagus koq. mendingan harga stagnan, jd ga kaya
> yo-yo. mana jg TINS
> > naiknya koq loyo. mudah2an gak sampe crash harga
> TIN sblm FR Q2.
> >
> >
> > DJ BASE METALS: Follow Fundamentals; LME Tin Hits
> New High
> > Mon, Jul 30 2007, 17:26 GMT
> > http://www.osterdowjones.com/
> >
> > London Metal Exchange tin was higher on light
> technicalbuying
> > Monday, while strike news propped up LME copper,
> as metals
> > followdivergent fundamental paths, market
> participants said.
> >
> > Concerns of contagion in the subprime mortgage
> market that
> prompted
> > lastweek's sell-off have eased in line with
> steady, if slightly
> > lower, globalequities markets.
> >
> > "Certainly risk aversion is going to be a theme
> going forward,"
> > Barclaysanalyst Sudakshina Unnikrishnan said. "But
> prices are
> > responding to certainmarket specific developments
> rather than
> acting
> > in a uniform manner."
> >
> > LME tin touched a record above $16,150 a ton as
> technical buying
> on
> > lowvolume pushed prices up 5% from Friday.
> >
> > Stocks in the LME have been rising and production
> in largest
> > producerIndonesia has slowly resumed after a
> government-led
> > crackdown in October.
> >
> > * Analysts have capped tin prices at the high
> hit Monday, but
> > said price moveswill really depend on what funds
> decide to do.
> Some
> > hedge funds have indicatedtin prices could exceed
> those of nickel,
> > which rose to near $52,000/ton in May. *
> >
> > Meanwhile, news that workers at Grupo Mexico SA's
> (GMEXICO.MX)
> > Cananea coppermine will strike Monday lifted LME
> copper, one
> London-
> > based broker said.
> >
> > Mexico's National Mining and Metal Workers Union
> said workers plan
> > to strikeat three mines owned by Grupo Mexico,
> including the
> Cananea
> > copper mine, from1900 GMT.
> >
> > In other copper news, Chile's Codelco announced
> that production
> > would resumeat its El Teniente copper mine from
> Monday.
> >
> > The mine represents about 25% of the company's
> annual output of
> > about 1.8million metric tons of copper.
> >
> > Speculative money continues to flow out of LME
> lead and nickel as
> > trendsellers follow the market lower.
> >
> > Softer physical demand, a slowdown in the
> stainless steel sector
> and
> > LMEstocks climbing higher are pressuring nickel
> prices, analysts
> > said, with alleyes watching to see whether the key
> psychological
> > $30,000/ton level will hold.
> >
> > LME lead support is seen at $2,870/metric ton, the
> "last wall of
> > defense forthe bulls," said Man Financial in a
> daily report.
> >
> > In other metals, LME aluminum will continue to
> trade sideways,
> > taking somedirection from copper sentiment,
> analysts said.
> >
> > Prices in dollars per metric ton. 3 Months Metal
> Bid-Ask Change
> from
> > Friday PM kerb Copper 7835.00-7840.00 Up 25 Lead
> 2915.00-2920.00
> Dn
> > 160 Zinc 3465.00-3470.00 Dn 25 Aluminum
> 2757.00-2758.00 Up 7
> Nickel
> > 30200.00-30250.00 Dn 200 Tin 16145.00-16150.00 Up
> 695 Aluminum
> Alloy
> > 2190.00-2200.00 N/A Aluminum Alloy-
> 2175.00-2180.00 N/A (NASAAC)
> >
> > -By Melanie Burton, Dow Jones Newswires; +44 (0)20
> 7842
> > 9412;[EMAIL PROTECTED]
> >
> >
> >
> > --- In
