ya iyalah jend, kan kita semua emang manusia, hehehehehheheheee
--- In obrolan-bandar@yahoogroups.com, "hepisaham" <hepisa...@...> wrote:
>
> Walah......
>
>
> MAN 2 MAN lagi nih.........
>
>
>
> Tal tal tal tal.........
>
>
>
>
>
>
> kindly regards.
> hepisaham
>
> *simple and stress free trading style*
>
> -----Original Message-----
> From: artomoro9 <artomo...@...>
>
> Date: Wed, 2 Sep 2009 13:14:55
> To: <obrolan-bandar@yahoogroups.com>
> Subject: Re: Bls: [ob] BUMI (TP Rp3,800) - Citigroup: Upgrade to Buy:
> Leveraged Play on Better Thermal Coal Outlook
>
>
>
> Ure the Man!
>
>
> regards,
>
> A9
>
>
>
> --- Pada Rab, 2/9/09, Bagus Putra Perdana <disclosure....@...> menulis:
>
> Dari: Bagus Putra Perdana <disclosure....@...>
> Judul: Re: Bls: [ob] BUMI (TP Rp3,800) - Citigroup: Upgrade to Buy:
> Leveraged Play on Better Thermal Coal Outlook
> Kepada: obrolan-bandar@yahoogroups.com
> Tanggal: Rabu, 2 September, 2009, 12:03 PM
>
> DUMP lg sedikit Jendral., angka Citi terlalu fokus sama 2010-2011.
> Less cushion for the downside. Hit it. 2600 and lower. Baru enak liat
> FCF yieldnya. Ure the Man!
>
> On 9/2/09, artomoro9 <artomo...@...> wrote:
> >
> > ane tanya kang BAGUS dulu yee..
> >
> > regards,
> >
> > A9
> >
> > disclaimerontheway
> >
> > --- Pada Rab, 2/9/09, CUMI.JK (Buy, TP 5000) <cumie...@...> menulis:
> >
> > Dari: CUMI.JK (Buy, TP 5000) <cumie...@...>
> > Judul: [ob] BUMI (TP Rp3,800) - Citigroup: Upgrade to Buy: Leveraged Play on
> >Â Better Thermal Coal Outlook
> > Kepada: obrolan-bandar@yahoogroups.com
> > Tanggal: Rabu, 2 September, 2009, 11:20 AM
> >
> >
> >
> >
> >
> >
> >
> >
> >
> >
> >
> >
> >Â Â Â Â Â Â Â Â Â Â Â Kali aja pingin ngelawan Jendral Art,
> > atau jendral Art mo beli di 2225, jual di 3800?
> >
> > =======
> > BUY, BUY, BUY! KEEP BUYING AND NEVER SELL!
> >
> >
> >
> > ---------- Forwarded message ----------
> > Bumi Resources (BUMI.JK)
> >
> >
> > Upgrade to Buy: Leveraged Play on Better Thermal Coal Outlook
> >
> > Upgrade to Buy/High Risk; Raising target price to Rp3,800 â" Robust
> > earnings
> >
> > growth outlook and high FCF yield lead us to upgrade our rating to
> > Buy/High
> >
> > Risk from Sell/Speculative.. The market is pricing in benchmark
> > coal price of c.
> >
> > US$76/ton; meaning upside risks to our US$80-90/ton forecasts for
> > 2010-11.
> >
> > Â Supportive coal price outlook â" Citiâs commodities team
> > recently raised its
> >
> > thermal coal price forecasts for 2010-11 to US$80-90/ton from
> > US$70, citing
> >
> > structural improvement. Prospects of China becoming a sustained
> > net importer
> >
> > of coal provides upside risks to medium and long-term coal price
> > forecasts.
> >
> > Â Sanity check â" Our IDR3,800 target price imputes an
> > EV/reserve of
> >
> > USD5.4/ton (6..8% of 2010E Japan benchmark price of US$80/ton).
> > This
> >
> > compares favorably with the implied EV/reserve from Tataâs
> > acquisition at
> >
> > US$4/ton (7.3% of 2007 benchmark price of US$55/ton). Our âfloor
> > valuationâ
> >
> > estimate is Rp2,700/share based on DCF and Tataâs implied
> > EV/reserve
> >
> > valuation.
> >
> >Â Convertible Bond â" Double-Edged Sword â" With
> > coupon rate of 9.25%, Bumiâs
> >
> > latest US$375m convertible bond is not cheap. Bumiâs capped call
> > option
> >
> > reduces the potential dilution risk while its equity swap position
> > (essentially a
> >
> > leveraged long position in Bumiâs stock) is an unequivocal signal
> > to us that
> >
> > management is bullish on Bumiâs medium and long-term outlook.
> >
> > Transfer of Coverage â" We are transferring coverage of
> > BUMI.JK to Kim Kwie
> >
> > Sjamsudin from Margarett Go.
> >
> >
> >
> >
> >
> >
> >
> >
> >
> >
> > Â Â Â
> > Â Â Â
> > Â Â Â
> > Â Â Â
> >
> >
> >
> >
> >
> >
> >
> >
> > Â Â Â
> >
> >
> > Â Â Â
> > Â Â Â
> >
> >
> >Â Â Â Â Â Akses email lebih cepat. Yahoo! menyarankan Anda meng-upgrade
> >browser
> > ke Internet Explorer 8 baru yang dioptimalkan untuk Yahoo! Dapatkan di sini!
> > http://downloads.yahoo.com/id/internetexplorer
>
>
> --
> Each piece, or part, of the whole nature is always an approximation to
> the complete truth, or the complete truth so far as we know it. In
> fact, everything we know is only some kind of approximation, because
> we know that we do not know all the laws as yet. Therefore, things
> must be learned only to be unlearned again or, more likely, to be
> corrected.......The test of all knowledge is experiment. Experiment is
> the sole judge of scientific âtruthâ. - Richard Feynman
>
>
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