RE: [obrolan-bandar] Re: [saham] Buy ANTM target Rp 14000,-
Awal Tahun 2006 lalu ketika harga nickel jatuh dari 8$/lb ke 6$/lb, semua sekuritas dalam risetnya pake rata2 5$/lb atau 4$/lb, ehh malah naik terus SSY: semua sekuritas? ^^ -Original Message- From: EKA SUWANDANA [mailto:[EMAIL PROTECTED] Sent: 31 Januari 2007 12:33 To: obrolan-bandar@yahoogroups.com Subject: [obrolan-bandar] Re: [saham] Buy ANTM target Rp 14000,- Biasa, kalo udah hilang barang begitu!!! Kalo nggak target harga diturunin, harga nickel ditakut2in turun. Awal Tahun 2006 lalu ketika harga nickel jatuh dari 8$/lb ke 6$/lb, semua sekuritas dalam risetnya pake rata2 5$/lb atau 4$/lb, ehh malah naik terus. Nickel price, only God knows where to go? By the way, Rp14000 target mah sangat possible asal Nickel nggak turun dibawah 3$/MT. Ibu Daisy risetnya di ML sekarang ikut2an setuju bakal 15000-16000. Ah saya sih 11000-12000 udah seneng tuh! Saya yakin sekarang para MI sudah dapet bocoran laporan 2006 yg 'bocor' semenjak 2 hari lalu. profit Rp 1.5T? EPS? Asumsi 2007 kalo gini sih bisa 2,6T??? Common guys kenapa hari ini turun James Arifin [EMAIL PROTECTED] wrote: so strange, even Ferry Wong recommend HOLD while he forecast the stock price will drop to 7500 in 12 months period. STRANGE ... STRANGE On 1/25/07, nicholas alvin [EMAIL PROTECTED] wrote: Antam's Nickel Output May Rise to 22,000 Tons in 2007 (Update2) By Claire Leow and Leony Aurora Jan. 25 (Bloomberg) --PT Aneka Tambang, Indonesia's second- largest nickel miner, said it may increase output of the metal by as much as 52 percent this year as with a new smelter contributing full-year production. Antam, as the company is known, may produce between 20,000 metric tons and 22,000 tons, a record, compared with estimated output of 14,474 tons in 2006, it said today in a statement. The miner, which is 65 percent state-owned, is boosting production to take advantage of surging demand and record prices. Nickel stockpiles tracked by the London Metal Exchange plunged 81 percent last year, and a further 25 percent this year as more of the metal was used in buildings, bridges and ships. ``I am not sure about their production run,'' said Ferry Wong, an analyst with BNP Paribas Peregrine, who expects 21,000 tons this year at best. ``They missed the target last year.'' Antam shares, which have gained 71 percent in the past six months, were unchanged at 8,050 rupiah at 11:42 a.m. Jakarta time. Wong recommends investors hold the stock, which he forecasts will drop to 7,500 rupiah in 12 months. On Jan. 22, Jakarta-based Antam said it was aiming for output of as much as 22,000 tons in 2008, when the new smelter would be running at full capacity. Reduced Capacity The company didn't give a 2007 output forecast in that statement, saying the smelter in question has been running at 36 megawatts since mid-November, compared with a full load of 42 megawatts. Antam also plans to overhaul its oldest smelter this year, which will disrupt production for at least six weeks. Three-month nickel futures on the London Metal Exchange have more than doubled in the past year, touching a record yesterday of $38,502 a metric ton, before settling at $37,450. ``I prefer PT Inco as a pure nickel play,'' Wong said, referring to PT International Nickel Indonesia, the country's largest nickel maker and a unit of Rio de Janeiro-based Cia. Vale do Rio Doce, the world's second-largest mining company. PT Inco makes only nickel, while Antam also makes gold and bauxite. International Nickel Indonesia shares have gained 76 percent to 35,100 rupiah in six months, and Wong has a 12-month stock target of 38,000 rupiah. Unscheduled Shutdown Antam's new smelter, its third, started operating last May. Still, the facility experienced a leak in July, forcing an unscheduled shutdown, and it is now running at 85 percent of capacity. The leak forced the company to cut its initial 2006 production forecast of 20,000 tons several times. In the fourth quarter to Dec. 31, Antam's nickel output rose 36 percent to 4,551 tons, lifting production for the full year by 97 percent to 14,474 tons, today's statement said. The higher prices and production helped Antam more than double its sales in the fourth quarter to 2.17 trillion rupiah ($239 million) compared with 1.06 trillion rupiah a year earlier. Full-year sales rose 69 percent to 5.57 trillion rupiah. Today's statement didn't give profit figures or forecasts. Antam sold 3,673 tons of nickel in the fourth quarter, fetching an average price of $14.24 a pound, more than double the $5.82 a pound in the same period a year earlier. Costs rose 13 percent to $4.40 a pound in 2006, the company added. In the fourth quarter, Antam's gold output rose 29 percent to 719 kilograms. It produced 2,873 kilograms of gold for the full year, beating its target of 2,591 kilograms. Production of silver,
Re: [obrolan-bandar] Re: [saham] Buy ANTM target Rp 14000,-
Mungkin gaya bahasa hiperbol aja Bos, maksudnya sebagian besar. Yang penting bukan Sinar Mas ya Bos ...:)) - Original Message - From: Sudeswanto To: obrolan-bandar@yahoogroups.com Sent: Wednesday, January 31, 2007 1:41 PM Subject: RE: [obrolan-bandar] Re: [saham] Buy ANTM target Rp 14000,- Awal Tahun 2006 lalu ketika harga nickel jatuh dari 8$/lb ke 6$/lb, semua sekuritas dalam risetnya pake rata2 5$/lb atau 4$/lb, ehh malah naik terus SSY: semua sekuritas? ^^ -Original Message- From: EKA SUWANDANA [mailto:[EMAIL PROTECTED] Sent: 31 Januari 2007 12:33 To: obrolan-bandar@yahoogroups.com Subject: [obrolan-bandar] Re: [saham] Buy ANTM target Rp 14000,- Biasa, kalo udah hilang barang begitu!!! Kalo nggak target harga diturunin, harga nickel ditakut2in turun. Awal Tahun 2006 lalu ketika harga nickel jatuh dari 8$/lb ke 6$/lb, semua sekuritas dalam risetnya pake rata2 5$/lb atau 4$/lb, ehh malah naik terus. Nickel price, only God knows where to go? By the way, Rp14000 target mah sangat possible asal Nickel nggak turun dibawah 3$/MT. Ibu Daisy risetnya di ML sekarang ikut2an setuju bakal 15000-16000. Ah saya sih 11000-12000 udah seneng tuh! Saya yakin sekarang para MI sudah dapet bocoran laporan 2006 yg 'bocor' semenjak 2 hari lalu. profit Rp 1.5T? EPS? Asumsi 2007 kalo gini sih bisa 2,6T??? Common guys kenapa hari ini turun James Arifin [EMAIL PROTECTED] wrote: so strange, even Ferry Wong recommend HOLD while he forecast the stock price will drop to 7500 in 12 months period. STRANGE ... STRANGE On 1/25/07, nicholas alvin [EMAIL PROTECTED] wrote: Antam's Nickel Output May Rise to 22,000 Tons in 2007 (Update2) By Claire Leow and Leony Aurora Jan. 25 (Bloomberg) --PT Aneka Tambang, Indonesia's second- largest nickel miner, said it may increase output of the metal by as much as 52 percent this year as with a new smelter contributing full-year production. Antam, as the company is known, may produce between 20,000 metric tons and 22,000 tons, a record, compared with estimated output of 14,474 tons in 2006, it said today in a statement. The miner, which is 65 percent state-owned, is boosting production to take advantage of surging demand and record prices. Nickel stockpiles tracked by the London Metal Exchange plunged 81 percent last year, and a further 25 percent this year as more of the metal was used in buildings, bridges and ships. ``I am not sure about their production run,'' said Ferry Wong, an analyst with BNP Paribas Peregrine, who expects 21,000 tons this year at best. ``They missed the target last year.'' Antam shares, which have gained 71 percent in the past six months, were unchanged at 8,050 rupiah at 11:42 a.m. Jakarta time. Wong recommends investors hold the stock, which he forecasts will drop to 7,500 rupiah in 12 months. On Jan. 22, Jakarta-based Antam said it was aiming for output of as much as 22,000 tons in 2008, when the new smelter would be running at full capacity. Reduced Capacity The company didn't give a 2007 output forecast in that statement, saying the smelter in question has been running at 36 megawatts since mid-November, compared with a full load of 42 megawatts. Antam also plans to overhaul its oldest smelter this year, which will disrupt production for at least six weeks. Three-month nickel futures on the London Metal Exchange have more than doubled in the past year, touching a record yesterday of $38,502 a metric ton, before settling at $37,450. ``I prefer PT Inco as a pure nickel play,'' Wong said, referring to PT International Nickel Indonesia, the country's largest nickel maker and a unit of Rio de Janeiro-based Cia. Vale do Rio Doce, the world's second-largest mining company. PT Inco makes only nickel, while Antam also makes gold and bauxite. International Nickel Indonesia shares have gained 76 percent to 35,100 rupiah in six months, and Wong has a 12-month stock target of 38,000 rupiah. Unscheduled Shutdown Antam's new smelter, its third, started operating last May. Still, the facility experienced a leak in July, forcing an unscheduled shutdown, and it is now running at 85 percent of capacity. The leak forced the company to cut its initial 2006 production forecast of 20,000 tons several times. In the fourth quarter to Dec. 31, Antam's nickel output rose 36 percent to 4,551 tons, lifting production for the full year by 97 percent to 14,474 tons, today's statement said. The higher prices and production helped Antam more than double its sales in the fourth quarter to 2.17 trillion rupiah ($239 million) compared with 1.06 trillion rupiah a year earlier. Full-year sales rose 69 percent to 5.57 trillion rupiah. Today's statement didn't give profit figures or forecasts
RE: [obrolan-bandar] Re: [saham] Buy ANTM target Rp 14000,-
maksudnya: banyak yang menyalahkan analyst, tapi analyst juga manusia, (kaya lirik lagu dhe ^^ hehehe) bisa salah, jangan menyalahkan orang lain, analyst hanya berfungsi sebagai pemberi informasi dan penasihat, selanjutnya investor harus bisa menganalisa sendiri, contoh seperti Pak Eka, mungkin Pak Eka ada banyak baca riset dari berbagai sekuritas, tapi saya juga kagum karena beliau juga bisa menganalisa sendiri dengan sangat baik ^^ -Original Message- From: Karno Edy [mailto:[EMAIL PROTECTED] Sent: 31 Januari 2007 12:56 To: obrolan-bandar@yahoogroups.com Subject: Re: [obrolan-bandar] Re: [saham] Buy ANTM target Rp 14000,- Mungkin gaya bahasa hiperbol aja Bos, maksudnya sebagian besar. Yang penting bukan Sinar Mas ya Bos ...:)) - Original Message - From: Sudeswanto To: obrolan-bandar@yahoogroups.com Sent: Wednesday, January 31, 2007 1:41 PM Subject: RE: [obrolan-bandar] Re: [saham] Buy ANTM target Rp 14000,- Awal Tahun 2006 lalu ketika harga nickel jatuh dari 8$/lb ke 6$/lb, semua sekuritas dalam risetnya pake rata2 5$/lb atau 4$/lb, ehh malah naik terus SSY: semua sekuritas? ^^ -Original Message- From: EKA SUWANDANA [mailto:[EMAIL PROTECTED] Sent: 31 Januari 2007 12:33 To: obrolan-bandar@yahoogroups.com Subject: [obrolan-bandar] Re: [saham] Buy ANTM target Rp 14000,- Biasa, kalo udah hilang barang begitu!!! Kalo nggak target harga diturunin, harga nickel ditakut2in turun. Awal Tahun 2006 lalu ketika harga nickel jatuh dari 8$/lb ke 6$/lb, semua sekuritas dalam risetnya pake rata2 5$/lb atau 4$/lb, ehh malah naik terus. Nickel price, only God knows where to go? By the way, Rp14000 target mah sangat possible asal Nickel nggak turun dibawah 3$/MT. Ibu Daisy risetnya di ML sekarang ikut2an setuju bakal 15000-16000. Ah saya sih 11000-12000 udah seneng tuh! Saya yakin sekarang para MI sudah dapet bocoran laporan 2006 yg 'bocor' semenjak 2 hari lalu. profit Rp 1.5T? EPS? Asumsi 2007 kalo gini sih bisa 2,6T??? Common guys kenapa hari ini turun James Arifin [EMAIL PROTECTED] wrote: so strange, even Ferry Wong recommend HOLD while he forecast the stock price will drop to 7500 in 12 months period. STRANGE ... STRANGE On 1/25/07, nicholas alvin [EMAIL PROTECTED] wrote: Antam's Nickel Output May Rise to 22,000 Tons in 2007 (Update2) By Claire Leow and Leony Aurora Jan. 25 (Bloomberg) --PT Aneka Tambang, Indonesia's second- largest nickel miner, said it may increase output of the metal by as much as 52 percent this year as with a new smelter contributing full-year production. Antam, as the company is known, may produce between 20,000 metric tons and 22,000 tons, a record, compared with estimated output of 14,474 tons in 2006, it said today in a statement. The miner, which is 65 percent state-owned, is boosting production to take advantage of surging demand and record prices. Nickel stockpiles tracked by the London Metal Exchange plunged 81 percent last year, and a further 25 percent this year as more of the metal was used in buildings, bridges and ships. ``I am not sure about their production run,'' said Ferry Wong, an analyst with BNP Paribas Peregrine, who expects 21,000 tons this year at best. ``They missed the target last year.'' Antam shares, which have gained 71 percent in the past six months, were unchanged at 8,050 rupiah at 11:42 a.m. Jakarta time. Wong recommends investors hold the stock, which he forecasts will drop to 7,500 rupiah in 12 months. On Jan. 22, Jakarta-based Antam said it was aiming for output of as much as 22,000 tons in 2008, when the new smelter would be running at full capacity. Reduced Capacity The company didn't give a 2007 output forecast in that statement, saying the smelter in question has been running at 36 megawatts since mid-November, compared with a full load of 42 megawatts. Antam also plans to overhaul its oldest smelter this year, which will disrupt production for at least six weeks. Three-month nickel futures on the London Metal Exchange have more than doubled in the past year, touching a record yesterday of $38,502 a metric ton, before settling at $37,450. ``I prefer PT Inco as a pure nickel play,'' Wong said, referring to PT International Nickel Indonesia, the country's largest nickel maker and a unit of Rio de Janeiro-based Cia. Vale do Rio Doce, the world's second-largest mining company. PT Inco makes only nickel, while Antam also makes gold and bauxite. International Nickel Indonesia shares have gained 76 percent to 35,100 rupiah in six months, and Wong has a 12-month stock target of 38,000 rupiah. Unscheduled Shutdown Antam's new smelter, its third, started operating last May. Still, the facility experienced a leak in July, forcing an unscheduled shutdown
