well...
come on...be realistic... and please separate corporate action and assets.... as of September 30 2006 (next 9-month earnings), BUMI's assets should remain at IDR16.99 trillion, compared with PTBA of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM of IDR6.6 trillion.
If BUMI CAN manage its current debts by any kind of refinancing or loan bridging or whatsoever....BUMI mabe as attractive as Inco...
The question for BUMI is how they can manage their cash flow...and maintain its loyal foreign buyers....
So, with or without selling KPC and ARUTMIN, which are the largest coal miner by ASSETS and reserves, BUMI still has potential for long term investment.
cheers
[EMAIL PROTECTED] wrote:
[EMAIL PROTECTED] wrote:
Sepertinya, pade kalah 'senior' semua sama yg punyanya, ya - nanti lama2
juga akan terlupakan/terselesaikan dg sendirinya.. .
Aria
> Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC etc...
> tapi manajemennya,,yakkhhhhhh.
>
> ----- Original Message -----
> From: up_trends
> To: obrolan-bandar@yahoogroups. com
> Sent: Tuesday, September 26, 2006 3:54 PM
> Subject: [obrolan-bandar] Re: masih layakkah BUMI?
>
>
> what goes around comes around. boongin berita di bumi, ketimpa sial
> lumpur enrg. minum deh tuh lumpur sampe kenyang.
>
> --- In obrolan-bandar@yahoogroups. , "Jamal Nasution" <[EMAIL PROTECTED]>com
> wrote:
> >
> >
> > klo cp nya beli banyak berarti mo kesana
> > tapi klo belinya cuma dikit berarti barang banyak nyangkut
> > itu riset kapan? sesudah pembatalan KPC ya
> >
> > ----- Original Message -----
> > From: Handika Wisnu
> > To: Bandar
> > Sent: Tuesday, September 26, 2006 12:43 PM
> > Subject: [obrolan-bandar] masih layakkah BUMI?
> >
> >
> > Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak
> (menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp
> 200/saham.
> > Nah, yg mo saya tanyain...apakah BUMI masih layak dipertahankan
> ato tidak?
> > Soalnya hasil dari cut loss ini akan saya alihkan untuk invest
> options di US market yg return-nya rata2 10% per bulan (strategi
> konservatif).
> >
> > Tapi barusan saya baca review BEJ dari pusat riset Valbury bilang
> klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya bank2
> luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.
> > Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor
> luar.
> > Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung
> fair value based on asset dan Gordon growth model masih di Rp1100 -
> Rp1200
> >
> > Minta sarannya donk bwt yg sudah senior...mesti diapain ya saham
> ini?
> > Soalnya siklus dari pasar options di US market tu tiap akhir
> October bakal ada major momentum. sayang bgt klo ! ampe kelewat
> >
> > Terimakasih banyak
> >
> > Kutipan dari pusat riset Valbury :
> >
> >
> > Special Mention:
> > BUMI: 690-810. Best buy below IDR690. The fact that it has
> secured a foreign bank syndicated loan shows that
> > foreign investors have still high confidence in BUMI's future. If
> everything goes on smoothly, BUMI may
> > return to visit IDR950 within threee months. Fair value based on
> assets and Gordon growth methodology
> > remains at IDR1,100-IDR1,200
> >
> >
> >
> >
> > --------------------- --------- --------- --------- --------- -
> ----------
> > Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.
> Great rates starting at 1ยข/min.
> >
>
>
>
>
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