[obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
Yang pasti bear warrior jumat kemaren pasti kesel. Udah nyiapin cash karena ngira index pasti drop, eh malah naik. Apalagi kalo senen makin naik. kekekekek. --- In obrolan-bandar@yahoogroups.com, SbudianaY [EMAIL PROTECTED] wrote: Rei, Itu sih mo nyoba2 turunin harga aja, siapa tau para traders jadi panik, terus pd jualan, kan dpt brg lbh murah lg, yg penting rekan2 ahli FA aja, apa benar nilai wajar Ptba 3000, tolong diumumkan di milis dong. SB Sent from my BlackBerry ® wireless device -Original Message- From: Rei [EMAIL PROTECTED] Date: Thu, 6 Nov 2008 15:10:37 To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) Fun Manager? hehehe tp ada yg ngasih target 2500 lagi tuh ke depan buat ptba, great sale dong? dari 17000 ke 2500? wah. On Thu, Nov 6, 2008 at 2:46 PM, kangduren [EMAIL PROTECTED] wrote: santai mas Rei, begitulah Fun Manager . salam --- In obrolan-bandar@yahoogroups.com obrolan- bandar%40yahoogroups.com, Rei highwaystar91@ wrote: Ok it's good news for me neng...the lower they get the better. On Thu, Nov 6, 2008 at 2:33 PM, RATU SIMA RATUSIMA@ wrote: Simple Om... If index proves true going down, added by the sentiment of BUMI its sicking sting, FOR A WHILE, coal will be affected. (Not too mention the falling commodities in years ahead) Someone is REALLY ABOVE THE LAW. Trust me, it's scenario is Extremely Dirty. The good news is if U' re investor, keep it for long term. in 2010, about 30 - 40% supply demand increase WILL occur. Aimee.
Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
Rei, Itu sih mo nyoba2 turunin harga aja, siapa tau para traders jadi panik, terus pd jualan, kan dpt brg lbh murah lg, yg penting rekan2 ahli FA aja, apa benar nilai wajar Ptba 3000, tolong diumumkan di milis dong. SB Sent from my BlackBerry � wireless device -Original Message- From: Rei [EMAIL PROTECTED] Date: Thu, 6 Nov 2008 15:10:37 To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) Fun Manager? hehehe tp ada yg ngasih target 2500 lagi tuh ke depan buat ptba, great sale dong? dari 17000 ke 2500? wah. On Thu, Nov 6, 2008 at 2:46 PM, kangduren [EMAIL PROTECTED] wrote: santai mas Rei, begitulah Fun Manager . salam --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Rei [EMAIL PROTECTED] wrote: Ok it's good news for me neng...the lower they get the better. On Thu, Nov 6, 2008 at 2:33 PM, RATU SIMA [EMAIL PROTECTED] wrote: Simple Om... If index proves true going down, added by the sentiment of BUMI its sicking sting, FOR A WHILE, coal will be affected. (Not too mention the falling commodities in years ahead) Someone is REALLY ABOVE THE LAW. Trust me, it's scenario is Extremely Dirty. The good news is if U' re investor, keep it for long term. in 2010, about 30 - 40% supply demand increase WILL occur. Aimee.
Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
Kira2 bei jadi ga di bawah 1000 ? Sent from my BlackBerry� powered by Sinyal Kuat INDOSAT -Original Message- From: Hanif Mantiq [EMAIL PROTECTED] Date: Sun, 9 Nov 2008 04:13:45 To: obrolan-bandar@yahoogroups.com Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) *kira-kira 3 tahun dari sekarang bisa gak yah pada naik 3 kali lipat dari harga penutupan kemarin? masih mencoba cari terawangan ke masa depan, masih belum jelas di bola kaca yang bundar* Re: PTBA 3rb??? (To Ratu Shima) Posted by: SbudianaY [EMAIL PROTECTED]sbudianay Sun Nov 9, 2008 3:23 am(PST) Rei, Itu sih mo nyoba2 turunin harga aja, siapa tau para traders jadi panik, terus pd jualan, kan dpt brg lbh murah lg, yg penting rekan2 ahli FA aja, apa benar nilai wajar Ptba 3000, tolong diumumkan di milis dong. SB Sent from my BlackBerry � wireless device -Original Message- From: Rei highwaystar91@ gmail.com Date: Thu, 6 Nov 2008 15:10:37 To: obrolan-bandar@ yahoogroups. com Subject: Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) Fun Manager? hehehe tp ada yg ngasih target 2500 lagi tuh ke depan buat ptba, great sale dong? dari 17000 ke 2500? wah. On Thu, Nov 6, 2008 at 2:46 PM, kangduren [EMAIL PROTECTED] com wrote: santai mas Rei, begitulah Fun Manager . salam --- In obrolan-bandar@ yahoogroups. com obrolan-bandar% 40yahoogroups. com, Rei highwaystar91@ ... wrote: Ok it's good news for me neng...the lower they get the better. On Thu, Nov 6, 2008 at 2:33 PM, RATU SIMA [EMAIL PROTECTED] . wrote: Simple Om... If index proves true going down, added by the sentiment of BUMI its sicking sting, FOR A WHILE, coal will be affected. (Not too mention the falling commodities in years ahead) Someone is REALLY ABOVE THE LAW. Trust me, it's scenario is Extremely Dirty. The good news is if U' re investor, keep it for long term. in 2010, about 30 - 40% supply demand increase WILL occur. Aimee.
[obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
*kira-kira 3 tahun dari sekarang bisa gak yah pada naik 3 kali lipat dari harga penutupan kemarin? masih mencoba cari terawangan ke masa depan, masih belum jelas di bola kaca yang bundar* Re: PTBA 3rb??? (To Ratu Shima) Posted by: SbudianaY [EMAIL PROTECTED]sbudianay Sun Nov 9, 2008 3:23 am(PST) Rei, Itu sih mo nyoba2 turunin harga aja, siapa tau para traders jadi panik, terus pd jualan, kan dpt brg lbh murah lg, yg penting rekan2 ahli FA aja, apa benar nilai wajar Ptba 3000, tolong diumumkan di milis dong. SB Sent from my BlackBerry ® wireless device -Original Message- From: Rei highwaystar91@ gmail.com Date: Thu, 6 Nov 2008 15:10:37 To: obrolan-bandar@ yahoogroups. com Subject: Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) Fun Manager? hehehe tp ada yg ngasih target 2500 lagi tuh ke depan buat ptba, great sale dong? dari 17000 ke 2500? wah. On Thu, Nov 6, 2008 at 2:46 PM, kangduren [EMAIL PROTECTED] com wrote: santai mas Rei, begitulah Fun Manager . salam --- In obrolan-bandar@ yahoogroups. com obrolan-bandar% 40yahoogroups. com, Rei highwaystar91@ ... wrote: Ok it's good news for me neng...the lower they get the better. On Thu, Nov 6, 2008 at 2:33 PM, RATU SIMA [EMAIL PROTECTED] . wrote: Simple Om... If index proves true going down, added by the sentiment of BUMI its sicking sting, FOR A WHILE, coal will be affected. (Not too mention the falling commodities in years ahead) Someone is REALLY ABOVE THE LAW. Trust me, it's scenario is Extremely Dirty. The good news is if U' re investor, keep it for long term. in 2010, about 30 - 40% supply demand increase WILL occur. Aimee.
[obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
Aimee, by 30-40% increase in 2010, do you mean commodities only or world stock markets in general? But if you talk general world market, I seriously doubt US is going to recover by that time. DJ bottom at 6000, it will be a miracle (fairly it's way lower). IMO, it's well on its way to have its lost decade just like Japan, if you know what I'm talking about. Credit bubble orgy of 25 yrs cannot be solved in 6 months or 1 year, or 2 yrs even. BTW, next year Japan's lost decade will become lost 2 decades. --- In obrolan-bandar@yahoogroups.com, RATU SIMA [EMAIL PROTECTED] wrote: Simple Om... If index proves true going down, added by the sentiment of BUMI its sicking sting, FOR A WHILE, coal will be affected. (Not too mention the falling commodities in years ahead) Someone is REALLY ABOVE THE LAW. Trust me, it's scenario is Extremely Dirty. The good news is if U' re investor, keep it for long term. in 2010, about 30 - 40% supply demand increase WILL occur. Aimee.
Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
Yaaah, Om... The thread is PTBA. How can U divert to world stock market? I guarantee until 2010 30-40% of coal supply demand will increase. But NOW, circumstances are enableing it to reach the lowest. Aimee
Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
Fun Manager? hehehe tp ada yg ngasih target 2500 lagi tuh ke depan buat ptba, great sale dong? dari 17000 ke 2500? wah. On Thu, Nov 6, 2008 at 2:46 PM, kangduren [EMAIL PROTECTED] wrote: santai mas Rei, begitulah Fun Manager . salam --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Rei [EMAIL PROTECTED] wrote: Ok it's good news for me neng...the lower they get the better. On Thu, Nov 6, 2008 at 2:33 PM, RATU SIMA [EMAIL PROTECTED] wrote: Simple Om... If index proves true going down, added by the sentiment of BUMI its sicking sting, FOR A WHILE, coal will be affected. (Not too mention the falling commodities in years ahead) Someone is REALLY ABOVE THE LAW. Trust me, it's scenario is Extremely Dirty. The good news is if U' re investor, keep it for long term. in 2010, about 30 - 40% supply demand increase WILL occur. Aimee.
[obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
kalo mas yg itu saya engga komentar, soalnya saya banyak belajar dari beliau, paling yah komentar guyon aja. kabur ahhh salam --- In obrolan-bandar@yahoogroups.com, Rei [EMAIL PROTECTED] wrote: Fun Manager? hehehe tp ada yg ngasih target 2500 lagi tuh ke depan buat ptba, great sale dong? dari 17000 ke 2500? wah. On Thu, Nov 6, 2008 at 2:46 PM, kangduren [EMAIL PROTECTED] wrote: santai mas Rei, begitulah Fun Manager . salam --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Rei highwaystar91@ wrote: Ok it's good news for me neng...the lower they get the better. On Thu, Nov 6, 2008 at 2:33 PM, RATU SIMA RATUSIMA@ wrote: Simple Om... If index proves true going down, added by the sentiment of BUMI its sicking sting, FOR A WHILE, coal will be affected. (Not too mention the falling commodities in years ahead) Someone is REALLY ABOVE THE LAW. Trust me, it's scenario is Extremely Dirty. The good news is if U' re investor, keep it for long term. in 2010, about 30 - 40% supply demand increase WILL occur. Aimee.
[obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
hehe... sorry Aimee (and others) for the diversion. Didn't mean to divert the discussion, but you brought it up, long-term investor, keep for 2-3 years, etc. Remember that buy-hold strategy (even 5 yrs) dont always work. Try tracing it back with historic DJ index. It only works when severe bear markets are absent. But unfortunately, that is precisely the one that shows up. Most people just dont get how dire the problem is. FED other central banks efforts to stall/slowdown the crash will bring many many unintended consequences, worse than just letting things crash start over. The Law of Unintended Consequences will always work its way through the system. I just personally think this time is way too early for any long-term investors to get in. So yes, I'm saying Buffett was early as well (as proven by his present significant losses on the duo big G's, others). But who am I to say that, I'm not a legendary investor after all. Perhaps I'm just more bearish than you in regard of this matter. --- In obrolan-bandar@yahoogroups.com, RATU SIMA [EMAIL PROTECTED] wrote: Yaaah, Om... The thread is PTBA. How can U divert to world stock market? I guarantee until 2010 30-40% of coal supply demand will increase. But NOW, circumstances are enableing it to reach the lowest. Aimee
Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
Just Remainder, that invest in stock beside we can get return from capital gain also get return from deviden... Several stock can give deviden yield from 10%-20% and if the company can doing outperform from their business and maintain their deviden payout, hopefully YoY can growth their deviden in bear season, I think 4-7 years our money will be back =) this beside capital gain lho ya.hehe =) So screen your stock carefully Good Blast All -HA- On Thu, Nov 6, 2008 at 3:52 PM, pemainedan [EMAIL PROTECTED] wrote: hehe... sorry Aimee (and others) for the diversion. Didn't mean to divert the discussion, but you brought it up, long-term investor, keep for 2-3 years, etc. Remember that buy-hold strategy (even 5 yrs) dont always work. Try tracing it back with historic DJ index. It only works when severe bear markets are absent. But unfortunately, that is precisely the one that shows up. Most people just dont get how dire the problem is. FED other central banks efforts to stall/slowdown the crash will bring many many unintended consequences, worse than just letting things crash start over. The Law of Unintended Consequences will always work its way through the system. I just personally think this time is way too early for any long-term investors to get in. So yes, I'm saying Buffett was early as well (as proven by his present significant losses on the duo big G's, others). But who am I to say that, I'm not a legendary investor after all. Perhaps I'm just more bearish than you in regard of this matter. --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, RATU SIMA [EMAIL PROTECTED] wrote: Yaaah, Om... The thread is PTBA. How can U divert to world stock market? I guarantee until 2010 30-40% of coal supply demand will increase. But NOW, circumstances are enableing it to reach the lowest. Aimee
[obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
Please share SUMBER BERITANYA bahwa BUMI ngijon ? --- In obrolan-bandar@yahoogroups.com, Forever Apprentice [EMAIL PROTECTED] wrote: in BUMI case, IMHO the most likely scenario is forward contract on its coal production on a highly discounted price (bahasa kerennya ijon). we know there are people in desperate need of fresh cash :) masalahnya, kalo gak salah Glencore holds marketing rights of BUMI's coal. and Glencore themselves is in a bad position.
Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
ini cuma prediksi kita mbah :) soalnya it makes a lot of sense to us. cuma ya itu, technically eksekusinya akan agak susah karena situasi Glencore. From: jsx_consultant [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Friday, November 7, 2008 8:31:53 AM Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) Please share SUMBER BERITANYA bahwa BUMI ngijon ? --- In obrolan-bandar@ yahoogroups. com, Forever Apprentice apprentice. [EMAIL PROTECTED] .. wrote: in BUMI case, IMHO the most likely scenario is forward contract on its coal production on a highly discounted price (bahasa kerennya ijon). we know there are people in desperate need of fresh cash :) masalahnya, kalo gak salah Glencore holds marketing rights of BUMI's coal. and Glencore themselves is in a bad position.
[obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
--- In obrolan-bandar@yahoogroups.com, Forever Apprentice [EMAIL PROTECTED] wrote: ini cuma prediksi kita mbah :) soalnya it makes a lot of sense to us. cuma ya itu, technically eksekusinya akan agak susah karena situasi Glencore. Tolong DIJELASKAN soal A LOT OF SENSE yg mendasari SPECULATIVE PREDICTION anda karena masalah BUMI ini sangat luas efeknya. Agar masalah PELIK ini tidak BERTAMBAH PELIK ... Please From: jsx_consultant [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Friday, November 7, 2008 8:31:53 AM Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) Please share SUMBER BERITANYA bahwa BUMI ngijon ? --- In obrolan-bandar@ yahoogroups. com, Forever Apprentice apprentice. forever@ .. wrote: in BUMI case, IMHO the most likely scenario is forward contract on its coal production on a highly discounted price (bahasa kerennya ijon). we know there are people in desperate need of fresh cash :) masalahnya, kalo gak salah Glencore holds marketing rights of BUMI's coal. and Glencore themselves is in a bad position.
Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
ini dibikin singkat dan bahasa sederhana aja ya mbah, soalnya structure BUMI very complicated. and I can not get into very much detail mbah for some reasons. tq for understanding. (1) pemilik saham perlu cash utk bayar utang pribadi (2) world coal masih under-supply s/d a few years to the future (gak kaya CPO, nickel dll) -- this is our stand (3) BUMI coalnya banyak dan bagus (4) pemilik saham suruh manajemen ijonkan dgn harga diskon (pasti laku lah), cash bayar didepan atau sesuai dgn jadwal hutang jatuh tempo (5) tarik cash dari BUMI buat bayar dividen, lalu bayar utang pribadi, urusan pribadi beres (at least sebagian lah dari total utang), kepemilikan di BUMI gak berkurang (6) what about BUMI as an entity? BUMI performance suffer for a few years. but it will come back with glory kembali, nr. 4 gak akan semudah itu karena terkait Glencore. kelihatannya gampang, padahal susah. scenario lengkapnya lebih panjang dari ini mbah, cuma gak bisa saya paparkan. sorry banget. From: jsx_consultant [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Friday, November 7, 2008 8:50:13 AM Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) --- In obrolan-bandar@ yahoogroups. com, Forever Apprentice apprentice. [EMAIL PROTECTED] .. wrote: ini cuma prediksi kita mbah :) soalnya it makes a lot of sense to us. cuma ya itu, technically eksekusinya akan agak susah karena situasi Glencore. Tolong DIJELASKAN soal A LOT OF SENSE yg mendasari SPECULATIVE PREDICTION anda karena masalah BUMI ini sangat luas efeknya. Agar masalah PELIK ini tidak BERTAMBAH PELIK ... Please _ _ __ From: jsx_consultant jsx-consultant@ ... To: obrolan-bandar@ yahoogroups. com Sent: Friday, November 7, 2008 8:31:53 AM Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) Please share SUMBER BERITANYA bahwa BUMI ngijon ? --- In obrolan-bandar@ yahoogroups. com, Forever Apprentice apprentice. forever@ .. wrote: in BUMI case, IMHO the most likely scenario is forward contract on its coal production on a highly discounted price (bahasa kerennya ijon). we know there are people in desperate need of fresh cash :) masalahnya, kalo gak salah Glencore holds marketing rights of BUMI's coal. and Glencore themselves is in a bad position. __.._,_.___ Messages in this topic (19) Reply (via web post) | Start a new topic Messages | Files | Photos | Database | Polls + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + + MARKETPLACE From kitchen basics to easy recipes - join the Group from Kraft Foods Change settings via the Web (Yahoo! ID required) Change settings via email: Switch delivery to Daily Digest | Switch format to Traditional Visit Your Group | Yahoo! Groups Terms of Use | Unsubscribe Recent Activity * 7 New Members * 1 New FilesVisit Your Group Yahoo! News Kevin Sites Get coverage of world crises. Yahoo! Finance It's Now Personal Guides, news, advice more.. New web site? Drive traffic now. Get your business on Yahoo! search. .
[obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
--- In obrolan-bandar@yahoogroups.com, Forever Apprentice [EMAIL PROTECTED] wrote: ini dibikin singkat dan bahasa sederhana aja ya mbah, soalnya structure BUMI very complicated. and I can not get into very much detail mbah for some reasons. tq for understanding. (1) pemilik saham perlu cash utk bayar utang pribadi (2) world coal masih under-supply s/d a few years to the future (gak kaya CPO, nickel dll) -- this is our stand (3) BUMI coalnya banyak dan bagus (4) pemilik saham suruh manajemen ijonkan dgn harga diskon (pasti laku lah), cash bayar didepan atau sesuai dgn jadwal hutang jatuh tempo Kembali lagi kemasalah SEMULA yaitu adakah SUMBER BERITA BUMI jadi pengijon ?. Berapa discount harga IJON ?. Berada persen harga IJON dibawah harga estimasi analis atau harga jual yg dikatakan management BUMI para public expose terakhir ?. Apakah harga IJON ini TERLALU murah dan membuat VALUASI yg dibuat para analis menjadi OVESTATED ? (5) tarik cash dari BUMI buat bayar dividen, lalu bayar utang pribadi, urusan pribadi beres (at least sebagian lah dari total utang), kepemilikan di BUMI gak berkurang (6) what about BUMI as an entity? BUMI performance suffer for a few years. but it will come back with glory kembali, nr. 4 gak akan semudah itu karena terkait Glencore. kelihatannya gampang, padahal susah. scenario lengkapnya lebih panjang dari ini mbah, cuma gak bisa saya paparkan. sorry banget. From: jsx_consultant [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Friday, November 7, 2008 8:50:13 AM Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) --- In obrolan-bandar@ yahoogroups. com, Forever Apprentice apprentice. forever@ .. wrote: ini cuma prediksi kita mbah :) soalnya it makes a lot of sense to us. cuma ya itu, technically eksekusinya akan agak susah karena situasi Glencore. Tolong DIJELASKAN soal A LOT OF SENSE yg mendasari SPECULATIVE PREDICTION anda karena masalah BUMI ini sangat luas efeknya. Agar masalah PELIK ini tidak BERTAMBAH PELIK ... Please _ _ __ From: jsx_consultant jsx-consultant@ ... To: obrolan-bandar@ yahoogroups. com Sent: Friday, November 7, 2008 8:31:53 AM Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) Please share SUMBER BERITANYA bahwa BUMI ngijon ? --- In obrolan-bandar@ yahoogroups. com, Forever Apprentice apprentice. forever@ .. wrote: in BUMI case, IMHO the most likely scenario is forward contract on its coal production on a highly discounted price (bahasa kerennya ijon). we know there are people in desperate need of fresh cash :) masalahnya, kalo gak salah Glencore holds marketing rights of BUMI's coal. and Glencore themselves is in a bad position. __.._,_.___ Messages in this topic (19) Reply (via web post) | Start a new topic Messages | Files | Photos | Database | Polls + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + + MARKETPLACE From kitchen basics to easy recipes - join the Group from Kraft Foods Change settings via the Web (Yahoo! ID required) Change settings via email: Switch delivery to Daily Digest | Switch format to Traditional Visit Your Group | Yahoo! Groups Terms of Use | Unsubscribe Recent Activity * 7 New Members * 1 New FilesVisit Your Group Yahoo! News Kevin Sites Get coverage of world crises. Yahoo! Finance It's Now Personal Guides, news, advice more.. New web site? Drive traffic now. Get your business on Yahoo! search. .
Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
lupa bilang. DISC ON. cuma scenario dari a bunch of newbie LT investor yang gak pernah minat beli BUMI sebelumnya. but this time at a certain price range we will take it. From: Forever Apprentice [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Friday, November 7, 2008 9:04:38 AM Subject: Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) ini dibikin singkat dan bahasa sederhana aja ya mbah, soalnya structure BUMI very complicated. and I can not get into very much detail mbah for some reasons. tq for understanding. (1) pemilik saham perlu cash utk bayar utang pribadi (2) world coal masih under-supply s/d a few years to the future (gak kaya CPO, nickel dll) -- this is our stand (3) BUMI coalnya banyak dan bagus (4) pemilik saham suruh manajemen ijonkan dgn harga diskon (pasti laku lah), cash bayar didepan atau sesuai dgn jadwal hutang jatuh tempo (5) tarik cash dari BUMI buat bayar dividen, lalu bayar utang pribadi, urusan pribadi beres (at least sebagian lah dari total utang), kepemilikan di BUMI gak berkurang (6) what about BUMI as an entity? BUMI performance suffer for a few years. but it will come back with glory kembali, nr. 4 gak akan semudah itu karena terkait Glencore. kelihatannya gampang, padahal susah. scenario lengkapnya lebih panjang dari ini mbah, cuma gak bisa saya paparkan. sorry banget. From: jsx_consultant jsx-consultant@ centrin.net. id To: obrolan-bandar@ yahoogroups. com Sent: Friday, November 7, 2008 8:50:13 AM Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) --- In obrolan-bandar@ yahoogroups. com, Forever Apprentice apprentice. [EMAIL PROTECTED] .. wrote: ini cuma prediksi kita mbah :) soalnya it makes a lot of sense to us. cuma ya itu, technically eksekusinya akan agak susah karena situasi Glencore. Tolong DIJELASKAN soal A LOT OF SENSE yg mendasari SPECULATIVE PREDICTION anda karena masalah BUMI ini sangat luas efeknya. Agar masalah PELIK ini tidak BERTAMBAH PELIK ... Please _ _ __ From: jsx_consultant jsx-consultant@ ... To: obrolan-bandar@ yahoogroups. com Sent: Friday, November 7, 2008 8:31:53 AM Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) Please share SUMBER BERITANYA bahwa BUMI ngijon ? --- In obrolan-bandar@ yahoogroups. com, Forever Apprentice apprentice. forever@ .. wrote: in BUMI case, IMHO the most likely scenario is forward contract on its coal production on a highly discounted price (bahasa kerennya ijon). we know there are people in desperate need of fresh cash :) masalahnya, kalo gak salah Glencore holds marketing rights of BUMI's coal. and Glencore themselves is in a bad position.
Re: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
Perlu saya luruskan mbah, TIDAK ADA SUMBER BERITA, dan TIDAK ADA BERITA BAHWA BUMI MENG-IJONKAN COAL-NYA. Analisa/prediksi kita ini SPEKULATIF belaka. We try to put ourself into their shoes, what will we do if we face this situation where we are in nedd of huge amount of fresh cash. Gitu loh mbah. Sekali lagi, TIDAK ADA BERITA SOAL IJON, ini cuma prediksi a bunch of newbie investor. Kalau dianggap skenario ini gak masuk ya so be it. Tapi kayanya masuk akal kan :D hehe From: jsx_consultant [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Friday, November 7, 2008 9:13:28 AM Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) --- In obrolan-bandar@ yahoogroups. com, Forever Apprentice apprentice. [EMAIL PROTECTED] .. wrote: ini dibikin singkat dan bahasa sederhana aja ya mbah, soalnya structure BUMI very complicated. and I can not get into very much detail mbah for some reasons. tq for understanding. (1) pemilik saham perlu cash utk bayar utang pribadi (2) world coal masih under-supply s/d a few years to the future (gak kaya CPO, nickel dll) -- this is our stand (3) BUMI coalnya banyak dan bagus (4) pemilik saham suruh manajemen ijonkan dgn harga diskon (pasti laku lah), cash bayar didepan atau sesuai dgn jadwal hutang jatuh tempo Kembali lagi kemasalah SEMULA yaitu adakah SUMBER BERITA BUMI jadi pengijon ?. Berapa discount harga IJON ?. Berada persen harga IJON dibawah harga estimasi analis atau harga jual yg dikatakan management BUMI para public expose terakhir ?. Apakah harga IJON ini TERLALU murah dan membuat VALUASI yg dibuat para analis menjadi OVESTATED ? (5) tarik cash dari BUMI buat bayar dividen, lalu bayar utang pribadi, urusan pribadi beres (at least sebagian lah dari total utang), kepemilikan di BUMI gak berkurang (6) what about BUMI as an entity? BUMI performance suffer for a few years. but it will come back with glory kembali, nr. 4 gak akan semudah itu karena terkait Glencore. kelihatannya gampang, padahal susah. scenario lengkapnya lebih panjang dari ini mbah, cuma gak bisa saya paparkan. sorry banget. _ _ __ From: jsx_consultant jsx-consultant@ ... To: obrolan-bandar@ yahoogroups. com Sent: Friday, November 7, 2008 8:50:13 AM Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) --- In obrolan-bandar@ yahoogroups. com, Forever Apprentice apprentice. forever@ .. wrote: ini cuma prediksi kita mbah :) soalnya it makes a lot of sense to us. cuma ya itu, technically eksekusinya akan agak susah karena situasi Glencore. Tolong DIJELASKAN soal A LOT OF SENSE yg mendasari SPECULATIVE PREDICTION anda karena masalah BUMI ini sangat luas efeknya. Agar masalah PELIK ini tidak BERTAMBAH PELIK ... Please _ _ __ From: jsx_consultant jsx-consultant@ ... To: obrolan-bandar@ yahoogroups. com Sent: Friday, November 7, 2008 8:31:53 AM Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima) Please share SUMBER BERITANYA bahwa BUMI ngijon ? --- In obrolan-bandar@ yahoogroups. com, Forever Apprentice apprentice. forever@ .. wrote: in BUMI case, IMHO the most likely scenario is forward contract on its coal production on a highly discounted price (bahasa kerennya ijon). we know there are people in desperate need of fresh cash :) masalahnya, kalo gak salah Glencore holds marketing rights of BUMI's coal. and Glencore themselves is in a bad position. __.._,_.___ Messages in this topic (19) Reply (via web post) | Start a new topic Messages | Files | Photos | Database | Polls + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + + MARKETPLACE _ _ __ From kitchen basics to easy recipes - join the Group from Kraft Foods Change settings via the Web (Yahoo! ID required) Change settings via email: Switch delivery to Daily Digest | Switch format to Traditional Visit Your Group | Yahoo! Groups Terms of Use | Unsubscribe Recent Activity * 7 New Members * 1 New FilesVisit Your Group Yahoo! News Kevin Sites Get coverage of world crises.. Yahoo! Finance It's Now Personal Guides, news, advice more.. New web site? Drive traffic now. Get your business on Yahoo! search. .
[obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
santai mas Rei, begitulah Fun Manager . salam --- In obrolan-bandar@yahoogroups.com, Rei [EMAIL PROTECTED] wrote: Ok it's good news for me neng...the lower they get the better. On Thu, Nov 6, 2008 at 2:33 PM, RATU SIMA [EMAIL PROTECTED] wrote: Simple Om... If index proves true going down, added by the sentiment of BUMI its sicking sting, FOR A WHILE, coal will be affected. (Not too mention the falling commodities in years ahead) Someone is REALLY ABOVE THE LAW. Trust me, it's scenario is Extremely Dirty. The good news is if U' re investor, keep it for long term. in 2010, about 30 - 40% supply demand increase WILL occur. Aimee.
