yah pak, kan kmaren saya udah kasihtau kemaren ada existing contract sejumlah 25 Juta Ton di $55 untuk 2008 jd harga akan nge-blend.
makanya kemaren saya bilang kalo asumsi produksi 65 juta ton buat ngerek average selling price jadi sekitar $80aja minimal BUMI harus bisa jual sisanya di $100 juga Saya UDAH seneng krn udah jadi $83 averagenya. hehe. --- In obrolan-bandar@yahoogroups.com, Andi Wahyudi <[EMAIL PROTECTED]> wrote: > > Yang MAcquire kayaknya cocok Kang > > Dileep aneh emang Kang. Kmrn sebelum RI katanya targetnya malah jualan coal di atas 130an (inget kan email saya) > > > > kang_ocoy_maen_saham <[EMAIL PROTECTED]> wrote: ni acuan asumsi yg dipake di model dr bbrp report coverage BUMI ; > > Firm2 dibawah ini ada yg jualan ga bbrp hari kmaren Mbah?? > > UBS (Bokkenhauser), 2008 Selling Price $70 production volume ga di- > stated. > > JP Morgan (Ami Tantri), 08 Selling Price $70.5 production volume 63 > juta ton. > > Credit Suisse (Haider Ali), 08 Selling Price $69 production volume 61 > juta ton. > > CIMB (Robert Adair), 08 Selling Price $60, Production Volume 65.5 > Juta Ton > > Danareksa (IsnaPutra), 08 Selling Price $59.4, Production Volume 63 > Juta Ton. > > Macquarie (Adam Worthington), 08 Selling Price $62, Production Volume > 62 Juta Ton. > > --- In obrolan-bandar@yahoogroups.com, Andi Wahyudi > <andi_wahyudi2000@> wrote: > > > > Coal price doski cuman naik ke 62 USD/ton. Hmm..bukannya BUMI juga > jual banyak thermal coal? > > > > Produksi ga capai target 60, cuman 55.43 jt ton > > > > Reuters analyst juga kecele he he > > > > http://www.reuters.com/article/rbssEnergyNews/idUSJAK1648820080401? > pageNumber=1&virtualBrandChannel=0 > > > > UPDATE 2-Indonesia's Bumi in Q4 loss linked to stake sales Tue Apr > 1, 2008 1:38am EDT > > > > var storyKeywords = "BUMI RESOURCES/RESULTS (UPDATE 2)"; var > RTR_ArticleTitle = "UPDATE 2-Indonesia's Bumi in Q4 loss linked to > stake sales"; var RTR_ArticleBlurb = " (Adds details, forecast) > By Harry Suhartono JAKARTA, April 1 (Reuters) - Indonesia's largest > coal miner, PT Bumi Resources Tbk BUMI.JK, suffered an unexpected net > loss in the fourth quarter, as adjustments linked to asset sales > overshadowed the..."; addImpression ("460347_Article > Tools"); var showComments = false; var allowSLCall = > false; /** START SITELIFE INTEGRATION **/ if( self == top ) { > var re = /\/article/; var articleExist = > top.document.location.href.match(re); if(articleExist != null) > { allowSLCall = true; var uniqueArtKey > = "USJAK1648820080401"; var articleUrl = > document.location.href.split("?")[0]; var tempTitle = unescape > ("UPDATE+2-Indonesia% 27s+Bumi+in+Q4+loss+linked+to+stake+sales"); > tempTitle = replaceString("+", " ", > > tempTitle); var articleTitle = tempTitle; var articleSection > = "Main_US"; var articleCategories = document.location.href.split > ("article/")[1].split("/")[0]; } if(articleExist != null) > { var slArtPage = new SLSectionPage(); slArtPage.varName > = "slArtPage"; slArtPage.base.varName > = "slArtPage"; } } function singlePageView() { > document.location.href = ReplaceQueryStringParam > (document.location.href, "sp", "true"); } function replaceString > (oldS, newS, fullS) { // Replaces oldS with newS in the string > fullS for (var i = 0; i [input] > > > > By Harry Suhartono > > JAKARTA, April 1 (Reuters) - Indonesia's largest coal > miner, PT Bumi Resources Tbk BUMI.JK, suffered an unexpected net loss > in the fourth quarter, as adjustments linked to asset sales > overshadowed the impact of booming coal prices. > > Last year, Bumi sold 30 percent stakes in two of its coal > mines, PT Kaltim Prima Coal and PT Arutmin Indonesia, to India's Tata > Power Co (TTPW.BO: Quote, Profile, Research) for $1.3 billion. > > Analysts expect higher coal prices and output to help > Indonesia's second-largest listed company to post a stronger > performance this year. > > "For 2008, we expect much stronger topline and earnings > growth on the back of stronger coal price outlook, and 13 percent > growth in the production volume," Deutsche Bank said in a research > note. > > Indonesia is the world's largest thermal coal exporter and > miners in the country have been performing well due to high coal > prices, strong demand from China and India, and supply constraints in > Australia. > > Nonetheless, Bumi made a net loss of $11.02 million in the > October-December period, compared to a $69.3 million net profit a > year ago, according to Reuters calculations based on its full-year > results and published nine-month results. > > The company was hit by a deduction of $76.9 million in > minority interests in the net income of subsidiaries during the > fourth quarter, compared to a $2.58 million deduction last year, also > according to Reuters calculations > > > > Excluding the minority adjustment, Bumi would have made a net > profit of $14.7 million in the final quarter, against a $66.97 > million profit a year ago. > > Bumi, which is controlled by the family of Indonesia's > chief social welfare minister, Aburizal Bakrie, also suffered a > foreign exchange loss of $3.3 million in the fourth quarter compared > to a $7.1 million gain a year ago. > > The loss came despite Bumi seeing a 22 percent rise in > fourth-quarter revenue and a 73 percent jump in operating income. > Dileep Srivastava, Bumi's senior vice president for investor > relations, said the firm was maintaining a 2008 sales volume target > of 62 million tonnes, up from 55.43 million in 2007. > > He also said the company, which aims to boost coal > production to between 90-100 million tonnes by 2010, would see an > average FOB coal price of $62 a tonne, up from $43.97 a tonne last > year. > > Bumi reported on Tuesday a 2007 net profit of $789 million > on Tuesday, up from $222.3 million in 2006. Its full year revenue > climbed to $2.27 billion from $1.85 billion a year earlier. > > Analysts polled by Reuters Estimates had expected the > company to book a net profit of around $824 million in 2007, implying > a fourth quarter net profit of $23.8 million. > > Shares in Bumi, which has a market capitalisation of about > $13 billion, were trading down 4 percent by midday, compared with > about a 2 percent fall in the overall index .JKSE. > > In the fourth quarter, Bumi's shares jumped 67.8 percent, > outpacing a 16.4 percent rise in the overall index. (Editing by Ed > Davies and Lincoln Feast) > > > > > > Send instant messages to your online friends > http://uk.messenger.yahoo.com > > > > > > > > Send instant messages to your online friends http://uk.messenger.yahoo.com >
