I think the main problem with base metals is that Traders have been sitting on
very large gains since last year,
upwards to 150% profits, especially in Nickel. Also supply has been very slowly
increasing, with the rise of
new and reopened mines. Invest carefully in metals producers stocks, profit
taking could easily wipe out a large
profit....
----- Original Message ----
From: Rei <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Saturday, January 6, 2007 10:51:34 PM
Subject: Re: [obrolan-bandar] Re: INCO, still a buy?
Saya agak bingung, dari berita di bawah dikatakan bahwa harga nickel bisa
anjlok tapi dari beberapa post lain di milis ini bilang bahwa output nickel
berkurang yg menyebabkan harga naik pesat. Bisa ada yg jelaskan ke saya?
Maklum, agak tulalit...thanks!
Salam,
Agung Sugiharto <[EMAIL PROTECTED] com> wrote:
Sharing info: status
jumat terakhir (malam waktu north america): Nickel price sudah pada level 34.4
usd/mt. naik berat ini dari yg sebelumnya karena stock nickel di LME sangat
kurang. tentu ada akibat dari kurangnnya produksi Inco juga!
nah ..tunggu hari Senin investor dari luar akan berebut sahamnya Inco! jangan
sampai ketinggalan. . kalau mau pegang sebentar mah gampang nyampe 32 ribu..
analisa investor itu harga Inco di level sekitar 40 ribu! ini hitungan
konservative. .
Zinc/Timah juga akan tambah bagus harganya, jadi TINS kemungkinan akan naik
lagi.. cooper & alluminium?? bisa dibaca di bawah ini..
salam, aGoeng
Nickel could be hit by index reweighting next week
Bianca Markram 5 January 2007 Metal Bulletin News Alert Service
Base metals, in particular nickel, could fall even harder next week at the
London Metal Exchange as index funds sell off large portions of their long
metals positions as they adjust their funds' exposure for 2007, traders said.
The meteoric rise in prices last year means that the Dow Jones AIG and
Goldman Sachs Commodities indices must sell significant positions to ensure
that their funds' investment in metals - the number of
contracts held - is the same as a percentage of the funds' total value as at
the start of last year, traders said. Nickel and zinc are expected to be
the hardest hit because they have risen the most since the start of last year:
the three-month prices on January 3 were 135 percent and 107 percent higher
respectively than January 3 2006. This could mean that as much as
20,000-25,000 tonnes of nickel and 150,000 tonnes of zinc will be sold by AIG
and Goldman Sachs in the coming week, traders said. The sale of nickel eqates
to 800 lots of nickel per day over a five-day period, one trader noted.
"Base metals have grown more in 2006 than energy, so it is widely thought that
both AIG Dow Jones and Goldman Sachs will be net sellers of base metals in the
coming weeks," said Jim Lennon, analyst at Macquarie Bank. The adjustment
by the indices goes some way to explaining the terrible start to new year
trading, which saw copper
trade at nine-month lows on three consecutive days, traders said. With
copper showing some signs of recovery on Friday, some traders said the indices
had probably carried out the adjustment, but others speculated that the worst
could be to come. "Everyone's shell-shocked. It's like what the hell was
that. Was that it or is there more to come?" asked a senior official at an LME
ring dealer. "The selling we've seen in base metals this week could have
been prompted by the news of the indices' prospective rebalancing, " said a
second London trader. "People saw the news and said: 'We have to get out before
all of that metal gets dumped on the market next week.'" "It is also
possible that the indices have already started rebalancing their positions, and
that this is what's behind the drops we've seen this week." "But if all of
this metal still has to come to the market, we're in for a serious nose-dive in
base metals prices," he warned. Traders pointed to nickel which has stood
out because it has shown no signs of coming under pressure - on Friday, the
three-month price rose as high as $34,400 per tonne from $32,475 on Tuesday
when trading resumed after the new year bank holiday. "That [nickel
tonnage] should be huge and could see nickel plunging to the low $20,000-range,
" said a third London trader. "And yet nickel has been continuing to trade in
the high $32,000 to the low $33,000 range." The AIG and Goldman Sachs
indices both list nickel, zinc, copper and aluminium and Goldman Sachs also has
lead. Neither company would comment on the situation
----- Original Message ----
From: EKA SUWANDANA <[EMAIL PROTECTED] com>
To:
obrolan-bandar@ yahoogroups. com
Sent: Friday, January 5, 2007 4:24:29 PM
Subject: Re: [obrolan-bandar] Re: INCO, still a buy?
Sebenernya di laporan keuangan q3 2006 sudah kelihatan dari
JUNI-SEPTEMBER 2006 laba bersih naik 100% dibandingkan JUNI-SEPTEMBER 2005.
Rata2 Q3 juni-september ada di 20000USD/MT. Itu gabungan rata Nickel Matte
(lebih murah 2 USD/lb), Bijih Nickel, dan Batangan.
Kalo dilihat Q1-2007 rata2 bisa antara 28000-30000USD/ MT.
agung2a <[EMAIL PROTECTED] com> wrote:
kalau tahun lalu rata2 harga nickel cuman sekitar 10K USD/MT sekarang
harga nickel jadi 30K USD/MT >>> bisa dibayangkan keuntungan perusahan
nickel tahun 2006 vs 2005?? pasti naiklah harga saham Inco kalau
keuntungannya 3 kali lipat dari tahun lalu!!
Beli
sekarang dan tunggu laporan keuntungannya! ! tinggal ongkang-
ongkang kaki aja ..
aGoeng..
--- In obrolan-bandar@ yahoogroups. com, EKA SUWANDANA <[EMAIL PROTECTED] ..>
wrote:
>
> Masih bisa target apabila:
>
> Nickel USD 25000/MT---> Rp47000
> Nickel USD 34000?MT---> Rp 60000,-
> highwaystar91 <highwaystar91@ ...> wrote:
> Para sesepuh,
>
> Teman saya ada yg nanya apakah dia masih dapat beli INCO sekarang?
> Trims!
>
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