Nahhh !!!!!! Lengkap dah, ada kang ocoy, ada master Armando .... Makin mantab neh ....
On Tue, Dec 8, 2009 at 2:49 PM, Armando Anthony <armando.anth...@yahoo.com>wrote: > > > Numpang tanya Kang, BTN-IPO kok saya cuma dapet 4% ya? apakah > oversubscribe > salam, > Armando > > ------------------------------ > *From:* Bagus Putra Perdana <disclosure....@gmail.com> > *To:* obrolan-bandar@yahoogroups.com > *Sent:* Tue, December 8, 2009 2:37:45 PM > *Subject:* Re: [ob] SHORT SUMI !! > > > > I do skeptic with BUMI now that they will likely to post awfully > declining P & L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their > bleak bottomline outlook and negative FCF. > > But THINK TWICE before u short them coz needless to say ; > > 1) The Price Aint Really Too Pricey Now at Current Level. > 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? > 3) they got ammo's of news and stories upcoming, starts from Herald > Forestry Pemit to Berau and Maruwai Linkage. > > shorters got a little comforting reasons though ; all the stories is not > yet really an assets, more like a "liabilities", herald, gallo, citra palu, > Zfariat wont add up contributing cash even 2 years after their exploration > Succeded while they were sucking up cash up till now. while Berau, Maruwai, > Etc would effectly add value but i doubt it would make the bottomline > forecast improves. > > But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think > Again Dude. > > > > 2009/12/8 Bwijaya <emailkesatu@ gmail.com <emailkes...@gmail.com>> > >> >> >> banyak banget yang defense sama posting SUMI ... >> >> pake bilang compare ke indf segala, menurut para pakar FA juga compare itu >> harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, >> ITMG dsj >> coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo >> >> belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih >> dipercaya wahhh maksain bganget alasannya >> >> posting-posting ini jelas tanda .... berarti banyak trader yang punya >> barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada >> ngeshort juga >> SHORT SUMI... terminal terdekat ada di 2150 >> >> >> >> >> > > > -- > 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 > “truth”. - Richard Feynman > > > > >
