Maaf, sedikit masukkan. Kayanya logikanya tidak masuk . Kalau percaya diri sendiri bukan karena tidak mendengarkan news yang pesimis. Sebaiknya dengarkan semua news, pesimis maupun optimis dan pikirkan dengan baik mana yang bisa diterima mana yang tidak. keputusan akhir ada di tangan kita sendiri. bukannya mengajari tapi mau memberikan pendapat. maaf....
--- In obrolan-bandar@yahoogroups.com, "tbumi" <[EMAIL PROTECTED]> wrote: > > --- In obrolan-bandar@yahoogroups.com, "tuangede" <tuangede@> > wrote: > > Provokator ada dimana mana dan kalau bisa menjarah masih > dihalalkan mereka. > Investor yg sukses harus percaya dengan diri sendiri dan > jangan dengar bisikan news yg pesimis. > > > > Juga, hati2 dengan provokator, kita harus tahu agenda mereka. jual > > beli sesuai denagn target pribadi bukan target orang lain (karena > > you will never know the real thing until its out. > > > > --- In obrolan-bandar@yahoogroups.com, "tbumi" <tbumi@> wrote: > > > > > > --- In obrolan-bandar@yahoogroups.com, "tuangede" <tuangede@> > > > wrote: > > > > Mulai bimbang sekarang. Biar jual saja semua barangnya, nanti > > > market siap membelinya juga. > > > Optimis selalu dengan keputusan sendiri dan jangan dengar > > > bisikan yang pesimis. Rugi nanti dan menyesal. > > > > > > > Jangan percaya dengan report ANALYST : Kata dasarnya > > dari 'ANAL' > > > > and you know what comes out from there... > > > > > > > > --- In obrolan-bandar@yahoogroups.com, "tbumi" <tbumi@> wrote: > > > > > > > > > > --- In obrolan-bandar@yahoogroups.com, Rei <highwaystar91@> > > wrote: > > > > > > Biasalah maling teriak maling dalam keadaan ini. Nanti > > > > > market yang membuktikan analisa siapa yg benar. > > > > > Ada pihak yg ingin barang murah, tapi masih belum bisa > > > > > dapat barang murah. Sehingga bikin news yg pesimis saja. > > > > > Dalam investasi, pemodal harus selalu optimis. > > > > > Hanya doa yg optimis pasti dikabuli TUHAN. > > > > > > > > > > > > > > > > > > > > > Pak Sulistyo, bukannya anda sdh memutuskan hal ini waktu > > > > > beli? "dibeli, buat warisan anak2 kalo udah gede aja"...nah > > kalo > > > > sdh > > > > > gitu, nggak usah pusing pak dgn rekomendasi dan berita ini > itu > > yg > > > > > tujuan utamanya adalah hanya utk mendistorsi pikiran para > > trader > > > > > (seems to be working in your case as you doubted again your > > > > > decision). Mesti sabar pak dalam hal investasi saham, ingat > > > > postingan > > > > > pak DE mengenai bagaimana cuan 100%...baru2 ini. Kalo saham > > blue > > > > chip > > > > > apalagi pertambangan di hold minimum 3 thn akan memberikan > > return > > > > yg > > > > > sangat bagus. Ingat saja, teruslah tambah posisi antm anda > > > sedikit > > > > > demi sedikit layaknya membangun bisnis atau fondasi yg kuat. > > > > Ingat, > > > > > ini bukan utk anda tapi utk ANAK2 anda jadi hitung2 nabung > > buat > > > > > mereka (jadi nantinya kita nggak usah keriting mikirin uang > > > > edukasi > > > > > buat mereka apalagi kalo mereka bilang, "Pa, teman2 semua ke > > US > > > > > lho...saya IKUT!". Nah, niscaya nantinya anda tinggal > > bilang, "No > > > > > problem!!!" > > > > > > > > > > > > So...sekali beli nggak usah ragu utk menyimpan antm > (aduh, > > > > saya > > > > > mesti minta komisi nih dari antam ). It takes patience & time > > to > > > > > achieve great wealth. Kecuali mau trading harian...mending ke > > > > Genting > > > > > aja pak lebih seru > > > > > > > > > > > > > > > > > > sulistyo_winarto <sulistyo_winarto@> wrote: > > > > > > Dear Sobat2 OB, > > > > > > Soal ANTM punya aku gimana nehh ? dibeli, buat warisan > anak2 > > > > kalo > > > > > > udah gede aja. > > > > > > Ini cuplikan dari luar & dalam soal ANTM > > > > > > > > > > > > Aneka Tambang Tbk PT ANTM.JK (Jakarta) > > > > > > Sector: Basic Materials Industry: Gold & Silver View > ANTM.JK > > on > > > > > > other exchanges > > > > > > As of 4:00 AM EST > > > > > > Rp.3,675IDR > > > > > > Price Change > > > > > > 125.00 > > > > > > Percent Change > > > > > > 3.52% > > > > > > > > > > > > Profile Report > > > > > > Consensus Recommendation Company Fiscal Year End Month Last > > > > > > Updated > > > > > > HOLD December Monday, November 05, 2007 > > > > > > Analyst Recommendations and Revisions > > > > > > 1-5 Linear ScaleCurrent 1 Month Ago 2 Months Ago 1 Year Ago > > > > > > BUY (1) 2 2 3 1 > > > > > > OUTPERFORM (2) 2 2 1 0 > > > > > > HOLD (3) 3 3 3 7 > > > > > > UNDERPERFORM (4)2 1 1 0 > > > > > > SELL (5) 3 3 4 1 > > > > > > No Opinion 0 0 0 0 > > > > > > > > > > > > 3.18 3.09 3.17 3.00 > > > > > > NB : semakin besar nilai rekomendasi, maka semakin kurang > > > disukai > > > > > > > > > > > > ANTM Kesulitan Jadi Perusahaan Kelas Dunia > > > > > > Posted November 2nd, 2007 by Redaksi > > > > > > o Berita > > > > > > o detik Finance > > > > > > Perusahaan pelat merah, PT Aneka Tambang Tbk (Antam) > mengaku > > > > sulit > > > > > > berkembang menjadi perusahaan kelas dunia seperti Companhia > > > Vale > > > > do > > > > > > Rio Doce (CVRD) dengan kondisi seperti sekarang. > > > > > > Dirut Antam D Aditya Sumanegara menjelaskannya dalam > diskusi > > > > > > pertambangan yang digelar di Graha Niaga, Jakarta, Jumat > > > > > (2/11/2007). > > > > > > Berita selengkapnya bisa dilihat di detik Finance > > > > > > > > > > > > --- In obrolan-bandar@yahoogroups.com, "gmail- > doekoen.jamoe" > > > > > > <doekoen.jamoe@> wrote: > > > > > > > > > > > > > > Quote from Klubsaham.com > > > > > > > > > > > > > > Aneka Tambang, Riding On Metal Prices > > > > > > > (ANTM.JK/ANTM IJ - Rp3,550) - SELL (under review) Result > > > > > > > > > > > > > > ANTM posted 9M07 revenues of Rp8.3tr or up by 143.1% YoY > > > > buoyed > > > > > by > > > > > > strong metal prices and higher sales volume of high- grade > > > nickel > > > > > > ores. Higher prices guarded costs that have been hiking > > > > throughout > > > > > > the year. ???? [size=18][b] > > > > > > > > > > > > > > DISINI SI ANALIS TIDAK LIHAT REPORT PENGELUARAN BULANAN > > ANTM, > > > > > > DIA HANYA MENGUTARAKAN PENDAPAT PRIBADI.[/b][/size] > > > > > > > > > > > > > > As a result, ANTM registered robust gross profit and > > > operating > > > > > > profit growth by 262.0% and 289.7%, respectively. Joint > with > > > > higher > > > > > > dividend income, net interest income as well as a one- off > > item > > > > > > amounted Rp86bn, the company's strong operation performance > > > > lifted > > > > > > net profit by 373.7% YoY to Rp3.8tr. > > > > > > > > > > > > > > Sales volume of high-grade nickel ores, gold, and silver > > > > advanced > > > > > > by 126%, 83%, and 18% YoY to 5.0m wet metric ton (wmt), > > 3.7ton, > > > > and > > > > > > 18.9ton, respectively, compensating lower sales volume of > > low- > > > > grade > > > > > > nickel ores, bauxite, and ferronickel that dropped 62%, > 23%, > > > and > > > > 4% > > > > > > to 0.2mn wmt, 0.8mn wmt, and 9,279 ton. > > > > > > > > > > > > > > QoQ basis, ANTM booked 3Q07 revenues, gross profit, > > operating > > > > > > profit, and net profit of Rp2.3tr (-37.8% QoQ), Rp1.4tr (- > > 48.1% > > > > > > QoQ), Rp1.2tr (-51.5% QoQ), and [b]Rp958.1bn [/b](-46.8% > > QoQ). > > > > > > > > > > > > > > Stock Data > > > > > > > > > > > > > > PERHATIKAN ANGKA-ANGKA AJAIB BERIKUT INI, ANGKA-ANGKA INI > > > > KELUAR > > > > > > TANPA ADA HUBUNGANNYA DENGAN ANGKA-ANGKA YANG DISAMPAIKAN > > > DIATAS! > > > > > > > Target Price: Rp2,720 angka ajaib !!! > > > > > > > P/E (x): 7.8 angka lebih ajaib !!! > > > > > > > KENAPA CUMAN 7.8? APA NGAK TERLALU BESAR? KENAPA TIDAK > > 6.18? > > > > ATAU > > > > > > 5.5? ATAU 4.3? ATAU.....1 (satu) ? > > > > > > > P/BV (x): 3.8 > > > > > > > Div. Yield (%): 7.0 > > > > > > > > > > > > > > Comment > > > > > > > High metal prices has been the driving factor for stellar > > > 9M07 > > > > > > performance, bringing ANTM sets of record performances from > > top > > > > > line > > > > > > (exceeding US$900m) to bottom line (exceeding US$400m). > > > However, > > > > > > cost concerns will be the next crucial theme going into > 4Q07 > > > and > > > > > > onwards as oil price continues to strengthen while base > > metal > > > > > prices > > > > > > has started to decline. With the absence of huge capital- > > > > intensive > > > > > > projects, strong metal prices generated generous free cash > > > flows > > > > > > that helped ANTM solidify its balance sheet, raising cash > by > > > > more > > > > > > than 4.0x to Rp4.4tr and trimmed debt by 38% YoY to > Rp1.0tr. > > As > > > > a > > > > > > result, ANTM's balance sheet reported a turnaround from > > > > reporting a > > > > > > net debt of Rp770bn a year earlier to a net cash of Rp3.4tr > > or > > > > net > > > > > > cash per share of Rp355. A strong balance sheet should > > provide > > > a > > > > > > leeway for ANTM to materialize their acquisition plans. An > > > > > > accidental stoppage of the newly built FeNi-3 unit in mid- > > 2Q07 > > > > > > resulted in a 20% QoQ decline in ferronickel production. > > > > Luckily, > > > > > > ANTM was able to offset the lower contribution from > > ferronickel > > > > by > > > > > > boosting the sales of high-grade nickel ores to China. > Going > > > > > > forward, ANTM toned down its ferronickel production target > > in > > > > 2008 > > > > > > to 17,000 ton from high 20,000 ton. Gold production from > > > Pongkor > > > > > has > > > > > > been slow to pick up with growth of only 1.0% YoY, while > > > > reporting > > > > > a > > > > > > 3.0% QoQ production decline in 9M07. > > > > > > > > > > > > > > AIYA ! TERNYATA ANGKA Rp2,720 DENGAN PE 7.8an DIDASARKAN > > NETT > > > > > CASH > > > > > > HINGGA BULAN SEP 07. YAITU SEBESAR RP 355 x7.8 (7.8 sendiri > > > > entah > > > > > > angka keramat dari mana?) > > > > > > > BARU 1 KALI INI AKU LIHAT SEORANG ANALIS MEMPERKIRAKAN > > Price > > > > > > Earning Ratio TERHADAP NETT CASH, BUKAN NETT PROFIT > > > > > > KUARTALAN/TAHUNAN! > > > > > > > WOW, MUNGKIN INI CARA ANALISA YANG BARU ! > > > > > > > > > > > > > > ANTM performance in 3Q07 was weak due to: > > > > > > > 1) declining prices of all metals produced by the > company, > > > > except > > > > > > gold; > > > > > > > 2) lower sales volume of ferronickel and high-grade ores > > amid > > > > > > higher sales of gold and silver; and > > > > > > > 3) continued cost escalation. Consequently, we are not > > > > surprised > > > > > > to by the set of weak quarterly result. > > > > > > > > > > > > > > We are revising our projections, hence our recommendation > > and > > > > > > target price. Base metal prices have started to rebound > > albeit > > > > at a > > > > > > slow pace, while gold price is on the up trend. Any gold > > mine > > > > > > acquisition, could be a potential surprise; yet, it hinges > > on > > > > the > > > > > > quality of the mine. Financial Summary Y-o-Y and Q-o-Q > > > > > Profitability > > > > > > Performance > > > > > > > (Rpbn) 9M06 9M07 Chg (%) 2Q07 3Q07 Chg (%) > > > > > > > Revenue 3,401 8,270 143.1 3,628 2,256 (37.8) > > > > > > > Gross profit 1,506 5,452 262.0 2,601 1,350 (48.1) > > > > > > > Operating profit 1,317 5,132 289.7 2,496 1,211 (51.5) > > > > > > > Net profit 809 3,831 373.7 1,800 958 (46.8) > > > > > > > Gross margin (%) 44.3 65.9 71.7 59.8 > > > > > > > Operating margin (%) 38.7 62.1 68.8 53.7 > > > > > > > Net margin (%) 23.8 46.3 49.6 42.5 > > > > > > > > > > > > > > Adi Hartadi > > > > > > > Tel: (6221) 515 2727 > > > > > > > adi.hartadi@ > > > > > > > > > > > > > > DISCLAIMER > > > > > > > > > > > > > > MAKELAR BILANG BAHWA RESEARCH DARI SI ADI HARTADI BULL > > SHIT! > > > > > > > > > > > > > > Tapi sejujurnya Makelar sih senang kalau ANTM turun lagi > > > > karena > > > > > > sejujurnya ANTM overweight ama penumpang retail, sebaiknya > > para > > > > > > retail kecil seperti makelar dan teman-teman pada lepasin > > > barang- > > > > > > barangnya agar ngereknya ngak susah. hi....hi....hi... > > > > > > > Disclaimer on. > > > > > > > > > > > > > > Daisy You've got friend now! > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > __________________________________________________ > > > > > > Do You Yahoo!? > > > > > > Tired of spam? Yahoo! Mail has the best spam protection > > around > > > > > > http://mail.yahoo.com > > > > > > > > > > > > > > > > > > > > >
