possibility yes, 3mths highest was 22.300? --- In obrolan-bandar@yahoogroups.com, "Herman " <[EMAIL PROTECTED]> wrote: > > INCO Indonesia apakah Tender Offer ? > > Ada yg bisa Bantu ? > > Regards > > Herman > > > -----Original Message----- > From: obrolan-bandar@yahoogroups.com > [mailto:[EMAIL PROTECTED] On Behalf Of up_trends > Sent: Monday, June 26, 2006 4:38 PM > To: obrolan-bandar@yahoogroups.com > Subject: [obrolan-bandar] Re: PTBA Keep Buying asalkan tahan lihat PER > membesar selama 1 tahun ini. > > Phelps Dodge offer for Inco equivalent of $80 a share > Could deter other bids > View Larger Image > Scott Hand, CEO of Inco, is trying to fend off a Teck Cominco bid. > Photograph by : Photo by Peter Redman > Article Tools > Printer friendly > E-mail > Font: * * * * Drew Hasselback and Carrie Tait, National Post > Published: Monday, June 26, 2006 > Another week -- and another round of premium price offerings for > Canadian mining shares. > > Investors will awake to news today that Phelps Dodge Corp. has > presented the market with a two-step deal that raises the stakes in > the pursuit of control for both Inco Ltd. and Falconbridge Ltd. > > Phoenix, Ariz.-based Phelps Dodge has presented Inco's board with a > takeover offer that values the company at the equivalent of $80 in > cash and stock. > > For Inco shareholders, the takeover would represent a 60% gain over > the company's share price since October, when the Falconbridge merger > was proposed. > > That transaction assumes the successful completion of a sweetened > deal to merge Inco and Falconbridge, both based in Toronto. > > Falconbridge investors who hang on to those Inco shares would wind up > receiving the equivalent of $62 a share. > > That's more than double the $28 a share that Switzerland-based > Xstrata PLC paid in August to buy a 20% stake in Falconbridge from > Brookfield Asset Management. > > A market source said yesterday that the Phelps Dodge plan could be > rich enough to deter further bids. Inco has been fending off an > unsolicited bid from Vancouver-based Teck Cominco Ltd. Xstrata, > meanwhile, has tabled its own hostile bid for Falconbridge. > > The battle for control of the Canadian base metals industry was > expected to come to a head this week. > > Xstrata is set to challenge Falconbridge at a hearing before the > Ontario Securities Commission tomorrow. Inco's bid for Falconbridge > bid was set to expire Friday. > > Mining shares have performed reasonably well over the past year on > the back of strong metals prices. Yet the takeover battles obviously > haven't hurt valuations, either. > > The fun began last August, when Brookfield decided to exit the metals > business and sell off its stake in Falconbridge. > > The buyer was Xstrata, which paid $2-billion for the 20% stake, then > said it wanted to be something more than a minority shareholder in > Canada's largest mining company. > > Xstrata signed a nine-month agreement that would have forced it to > top up the amount it paid to Brookfield by the difference of any > higher bid it might have made for the remaining 80%. > > That sent Falconbridge looking for a potential white knight. Inco was > the answer, and the two companies announced a friendly merger > proposal last October. > > Combining Inco with Falconbridge would create the world's largest > nickel miner. Inco and Falconbridge had hoped to close the > transaction in February, but competition regulators in Europe held up > the deal. > > That pushed the timing beyond the expiry of Xstrata's standstill > agreement with Brookfield. Once it was free and clear of its > obligations to Brookfield, Xstrata hit the street with an all-cash > offer of $52.50 a share for the 80% of Falconbridge it didn't already > own. > > Yet two key events took place before Xstrata launched its bid. > > In early May, Teck Cominco launched an unsolicited bid for Inco. At > Friday's close, the bid values Inco at $67.24 a share. > > Just days later, Inco sweetened its offer for Falconbridge by 11%, > bringing the implied value for Falconbridge shares to $51.17. > > --- In obrolan-bandar@ <mailto:obrolan-bandar%40yahoogroups.com> > yahoogroups.com, "up_trends" <up_trends@> > wrote: > > > > INCO INCO INCO, ada yg punya berita terakhir? apa benar sudah 100% > > mau ditakeover? > > > > --- In obrolan-bandar@ <mailto:obrolan-bandar%40yahoogroups.com> > yahoogroups.com, EKA SUWANDANA <esuwandan@> > > wrote: > > > > > > PER bakal membesar bukan karena harga naik. Tapi laba/eps > mengecil. > > Semua proyek PTBA materialised tahun 2009. Saya rasa tahun ini PTBA > > bakal sideways lama 4 bulanan. Tapi bodoh saya, kalo nggak > ngumpulin > > dari sekarang. Yg dibahas orang2 hanya PLTU2 yg sahamnya dimiliki > > PTBA, itu berarti cuma 3 PLTU. Bozz sudah tahu lebih dulu ternyata > > ada tambahan 3 PLTU lagi yg dipasok. > > > > > > Halim Mintareja <hmin918@> wrote: saran saja... > > > > > > dulu sih waktu <3000 sangat tepat untuk beli PTBA.. apalagi > waktu > > itu PGAS >12.000.. konversi PGAS ke PTBA 1:4+ > > > > > > Sedangkan di harga sekarang... > > > > > > PE PGAS < 20.. padahal output PGAS diharapkan tumbuh 2X di > bulan > > october 06.. dan 2X lagi di bulan Agustus 07 > > > Jadi PGAS diperdagangkan pada harga PE 5-7 expected earning > dari > > 2007.. cukup murah sekali. > > > > > > Emiten lagi > > > ASII.. PE 8-9.. padahal sales udah bottom.. tahun depan minimal > > naik 10-20%. Jadi diperdagangkan di expected PE 7 untuk 2007 > > > > > > Lagi.. > > > TLKM... PE (operating profit) 15.. dengan grow yang stabil di > 20- > > 30%. Kalau ditarik rata-rata 25% sampai 2009 berarti di expected PE > 7- > > 8 untuk 2009 > > > > > > Belum lagi ketiga emiten tersebut membagikan deviden yang > lumayan > > untuk tiap tahunnya sampai 2009 > > > > > > Balik lagi ke PTBA.. kalau sekarang bermain di PE 35-40 itu > sama > > saja terlalu optimis... di PE 25-30 seperti sekarang udah cukup.. > > > > > > ngak akan kemana-mana... belum lagi kalau berita jelek mulai > > keluar.. pasti dapat tekanan sepanjang tahun... apalagi kalau asing > > mau masuk... bisa dibantai abis ke bawah.. mirip PGAS dulu yang > dari > > 1.300 ke 1.100 dengan berita-berita super jelek beredar mulai dari > > TV, surat kabar radio. > > > > > > Nah saran saya.. saat ini > > > jangan tambah barang di PTBA... terlalu berat... kalau tambah > > berarti bikin kesempatan orang untuk tekan. > > > Jangan pasang BID.. bikin bandar bisa keluar aja... kalau > memang > > betul-betul mau tambah hajar kanan saja. > > > Kalau ada kesempatan SOS... pindah ke 3 saham di atas. Ntar > tahun > > 2007 tengah balik lagi ke PTBA.. pasti kondisi sudah lebih baik. > > > > > > ----- Original Message ----- > > > From: EKA SUWANDANA > > > To: obrolan-bandar@ <mailto:obrolan-bandar%40yahoogroups.com> > yahoogroups.com > > > Sent: Wednesday, June 21, 2006 1:49 PM > > > Subject: [obrolan-bandar] PTBA Keep Buying asalkan tahan lihat > > PER membesar selama 1 tahun ini. > > > > > > > > > UTK PTBA yg laba bersih akan mengecil sampai akhir tahun > ini. > > PTBA PER-nya bisa bermain di atas 35-40x. Memang menakutkan. Tapi > > ingat PGAS tahun lalu PER-nya sempat dikisaran 50x. Tetap diburu > dan > > ternyata sekarang terbukti, ada dikisaran belasan. > > > So PTBA asal bia tahan sampai 2008-2009 sambil melihat > > perkembangan crash program pemerintah. Bakalan seperti PGAS. Jangan > > takut tahun 2008 tahun pemilu, SBY ingin meninggalkan kenang2an > PLTU > > 10000MW sbg legacy. > > > > > >
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