Re: [obrolan-bandar] INCO

[Saham Kuliner]

Nickel may average $35,328 a tonne in 2007, down from $51,600, because 
stainless steelmakers might buy less in the second half, he said. Bergtheil in 
February said that nickel would decline 25% in 2007. Nickel may plunge to 
$30,000 a tonne by the end of 2008, because the current level is “overdone,” 
Goldman Sachs analysts led by James Gutman in London said in an April 2 report. 
“There is a risk of longer-term demand destruction.” Stainless-steel producers 
are cancelling orders, he said. —Bloomberg 
  Pak Amin kalo sebagai investor, apakah saham tambang akan cukup prospek 
dikemudian hari ?
   
  thanks atas masukanya
   
   
  

"Jonni Amin, CFA, FRM" <[EMAIL PROTECTED]> wrote:
             
    ----- Original Message ----- 
  From: Jonni Amin, CFA, FRM 
  To: obrolan-bandar@yahoogroups.com 
  Sent: Wednesday, May 09, 2007 6:12 PM
  Subject: Re: [obrolan-bandar] INCO
  

      Tadi pagi Rio Tinto sampai naik lebih dari 10% di Aussie. Analis sekarang 
tidak bisa hanya lihat dari cash flow beberapa tahun ke depan saja semata, tapi 
juga asset value yang ada...., konsesi yang ada....., resourcenya seberapa 
besar.