Iya, dan pak Teddy bilang via email ke saya butuh nickel 10000 Ton / bulan.
Saya baca lagi email anda. Ehhhh dihitung2 INCO dan ANTM digabung cuma 90000-an
MT nickel. Mungkin pasrnya yah?
By the way sepertinya ada arus urbanisasi gede2an di RRC sana!
Teddy Halim <[EMAIL PROTECTED]> wrote:
Bocoran yg diterima Tiongkok gagal mengekang pertumbuhan ekonomi dan sekarang
sangat butuh nikel, dan import juga low grade nickel dari Filipina
Thn lalu bisa dilihat growth ekonomi diatas 10% walau udah ditahan tahan,
revaluasi ren min bi.
Baca beritanya di situs situs berita.
Harga nikel di LME spt diposting tadi dari harga kemarin naik dan pagi ini di
basemetal.com (09:55 London time) sudah $38.000 utk 3months buyer price, stok
di persediaan global masih tetap tipis, terendah sejak Juli 1991.
Jadi bisa bisa harga nikel akan tetap tinggi, timah juga naik lagi setelah
minggu lalu agak terkoreksi.
Pendapat ttg nikel terpecah bisa dibaca dibawah. Hari ini INCO ditutup naik
mayan, ANTM turun.
Buy or sell is your own to call.
CMIIW, disclaimer on
th
Nickel Divides Market Experts
FN Arena News - February 06 2007 By Rudi Filapek-Vandyck
Smith Barney Citigroup's commodity specialists pointed out in December the
price performance of nickel had simply stunned the market with the spot price
reaching 20 year highs and global demand for the metal proving surprisingly
resilient.
In line with views held by the majority of market experts, Citigroup flagged
in December the year 2007 was likely to bring some relief to steel
manufacturers and other end users of the metal. However, thus far, and the
January carnage included, nickel has remained on top of the metals class.
It would seem the metal has now created a great divide within the investment
community, placing commodity experts at JP Morgan and Deutsche Bank opposite
each other.
To JP Morgan all this is simply the prelude to a gigantic correction in a not
too distant future. UK based Jon Bergtheil predicted this week: "Nickel's fall
will be worse than the pace copper has seen". Bergtheil talks about an
"over-inflated" market and investors should better prepare for a price fall in
the order of 25% this year ("at least" according to the JPM specialist).
Others are not necessarily on par with the JP Morgan view. At Deutsche Bank,
analyst Michael Lewis, has thus far kept the metal as his favourite pick among
industrial metals. Lewis maintained in early January producers simply cannot
keep up with global demand for the metal.
Interestingly, GSJB Were commodity analyst Malcolm Southwood and his two UK
colleagues Paul Gray and Marc Bonter refrained from any comment on the nickel
market in their update on metals markets this week. The team took the effort to
reiterate its positive view on copper, despite that metal continuing to feel
the pain of hedge fund selling.
Meanwhile, last week's main victim of unexpected market selling pressure,
zinc, has started to recover from what has already been dubbed "the largest
weekly drop in at least 17 years".
Investors can maybe draw solace from a Macquarie update informing the bank's
clientele "the zinc market will remain relatively tight in the first half and
we expect a bounce in pricing, although not to levels we saw last year".
Again, GSJBW preferred not to comment.
