mahal harganya...11.000- 15.000, mending beli BUMI, PTBA, KARK, PKPK, DEWA,
MYRX hehehe....
kang_ocoy_maen_saham <[EMAIL PROTECTED]> wrote:
Hah, presentasinya dodol ya pak.. untung saya ga dateng, pilih stay di
kantor aja ngamatin "crash" sesi 1...
wah gile UBS jawab gitu?, suruh itung ndiri?, nyakitin bener yah..
gile kalo saya yg digituin mah bener2 jd enggan masuk.., kaya yg
paling leverage aja,.. coba kita lihat ntar di prospektusnya (saya
blon dapet).., kalo Coal Qualitynya ga sebagus BUMI, dan cadangannya
ga sebanyak PTBA.. udah gitu ditawarin premium.., mmmh... sumpahin
ntar melantai trus diinjek dah mudah2an... udah mah punya THAILAND
(BANPU) lg, bukan Indonesia punya..,
eh atau jgn2 si underwriter jawab gitu krn dy ga nguasain materi di
prospektus kali yah??..
bottomlinenya presentasi td pak.. menurut underwriter si
Indotambangraya ini positioningnya dimana?, reserves yg lebih baik
kualitas ato kuantitasnya?, margin yg gede dan cost yg murah (angkut
dan keruk tambangnya?),ato emang ditawarkan "diskon" dibanding peers??
ato keunggulannya ya ke"belaguan"nya itu td??...
--- In obrolan-bandar@yahoogroups.com, "Investor Sukses"
<[EMAIL PROTECTED]> wrote:
>
> Dear all,
>
> This is my first email in these forums, so... hi to all of you.
>
> I just got out from Indo Tambangraya Public Expose; the quality of the
> information provided and the attitude of the presenters made me sick.
> Despite the thick prospectus, the company & underwriter:
>
> 1) Provide next-to-nothing information on how the price was derived
> at. Bapak Agung Prabowo, representing UBS, the underwriter, in
> response to the audience questions, said "We provide detailed
> information in the Prospectus. We believe you can do your own
> calculation". A rather arrogant response.
>
> 2) Even though it was provided on screen as a presentation, they did
> not provide any handout. The presentation discusses the company's
> performance and industry situation that will allow us to understand
> the company more easily (and compare it with others in its industry).
>
> I am sure that when those guys go on roadshows, they would provide
> more information than what they give us (local investors). Also, they
> would provide straight answers rather than what pak Agung gave during
> the public expose. It is demeaning to be treated as such.
>
> So, I propose that we form some sort of capital market transparency
> committee/group that promotes transparency (it is also in our best
> interest, right?) - perhaps coordinated by the
> leaders/moderators/activits of obrolan-bandar and saham mailing
> groups. Such committee would function as our voice to the those
> (arrogant) companies and underwriters. Also, we can use the committee
> to ask questions directly to the issuers/companies. If done
> correctly, I am sure we will get the support from Bapepam, BEJ and
> other authorities.
>
> What do you think?
>
> IS
>
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