Sangat menarik... Ngikutin Obrolan (Long Term) "Investor vs Trader" yg pengen ketemu di BUMI.
Cheers --- In obrolan-bandar@yahoogroups.com, "redyherinantoalb" <[EMAIL PROTECTED]> wrote: > > That's not funny.... I konw someone still hold BUMI at avarage 30 > rupiah.... 50.000 lot..... I lost BUMI once, but with it's price now > I considering to take it as long term investment.... althoung it > will break mu oath not to buy Bakries anymore... :D > > Redy > --- In obrolan-bandar@yahoogroups.com, "up_trends" <up_trends@> > wrote: > > > > haha mr frederick u can be very funny sumtimes.... > > maybe Rp 35, or maybe Rp 990? or 1000? hihihi, i leave the answer > to > > you. :) > > > > > > --- In obrolan-bandar@yahoogroups.com, Frederick Schubert > > <pemainbesar@> wrote: > > > > > > not that funny....i stll have some at an average of > > IDR35....so...take an easy... > > > hehe > > > > > > up_trends <up_trends@> wrote: > > > funny when some people said this stock is good but > > actually they > > > still dont invest in it. if u are sure enough bumi is going to > > 1200, > > > why u still don't have bumi? :) > > > > > > --- In obrolan-bandar@yahoogroups.com, Frederick Schubert > > > <pemainbesar@> wrote: > > > > > > > > nope....but i may be looking at heavily investing some big > chunk > > of > > > my fund.... > > > > and may forecast for BUMI fair value is more than 1,200 rups.. > > > > > > > > but, what u said reminded me to an event when i told people > that > > > Telkom's fair value is at 9,000 rups...at that times Telkom's > share > > > price was at 4,400....haha > > > > peace ah.. > > > > > > > > up_trends <up_trends@> wrote: > > > > I'm guessing u have bumi? well good luck :) > > > > > > > > --- In obrolan-bandar@yahoogroups.com, Frederick Schubert > > > > <pemainbesar@> wrote: > > > > > > > > > > don't have any problem with my investment...my problem now > is > > > that > > > > i don't understand with what you said... > > > > > peace > > > > > > > > > > up_trends <up_trends@> wrote: > > > > > the problem is are u strong enough to see other stocks > > > > rally giving u > > > > > a whooping 20%+ gain while bumi ....... :) > > > > > > > > > > --- In obrolan-bandar@yahoogroups.com, Frederick Schubert > > > > > <pemainbesar@> wrote: > > > > > > > > > > > > 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 > > > > > > > > > > > > ariabela@ 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.com, "Jamal Nasution" > > > <jamal@> > > > > > > > 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 1¢/min. > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > --------------------------------- > > > > > > Do you Yahoo!? > > > > > > Get on board. You're invited to try the new Yahoo! Mail. > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > --------------------------------- > > > > > Do you Yahoo!? > > > > > Everyone is raving about the all-new Yahoo! Mail. > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > --------------------------------- > > > > Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls. > > > Great rates starting at 1¢/min. > > > > > > > > > > > > > > > > > > > > > > > > > --------------------------------- > > > Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls. > > Great rates starting at 1¢/min. > > > > > > Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ <*> Your email settings: Individual Email | Traditional <*> To change settings online go to: http://groups.yahoo.com/group/obrolan-bandar/join (Yahoo! 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