Bukan Fair., itu "potential-upside"... 

kalo fair ya asumsi yg dipake "BELON" yg itu donk...

pake nya yg selling price $60 en produksi 60 juta ton.





--- In obrolan-bandar@yahoogroups.com, thom chris <[EMAIL PROTECTED]>
wrote:
>
> jadi fair nya di 11.000 dong.. (at $9k)
> 
> boleh beli dong temen2x OB di harga 66k skrg...
> 
> 
> CoC tuh sama kaya CoE ga sih,.?
> 
> continuity value .gmn kang nyarinya?
> 
> 
> 
> thxxx
> 
> 
> 
> --- kang_ocoy_maen_saham
> <[EMAIL PROTECTED]> wrote:
> 
> > kalo saya sih kalo pake Pro Forma versi itu
> > (Base-Case) dan CoC 11.6%
> > valuasi equitynya jadi $1.21 per lembar saham. itu
> > kira2 di akhir 2008
> > deh. dengan syarat ya itu. Volume produksi 65 Juta
> > Ton en Selling
> > Price 2008 di $70. Optimistist-case lah. 
> > 
> > kalo yg pessimist case nya berapa?? wah itu amunisi
> > John Rambo itu..
> > hehehe.. yang jelas masih diatas XXXX nya El
> > hehehehehehe...
> > 
> > 
> > 
> > --- In obrolan-bandar@yahoogroups.com, thom chris
> > <thom_chris2000@>
> > wrote:
> > >
> > > maap,.,. belum terlalu PD untuk melakukan
> > valuasi..,,
> > > hehe
> > > 
> > > CoC 8 + 5 aja yah jadi = 13%?? bener ga yah,.,.
> > (yg
> > > std, kl ga salah kang pernah bilang kaya gitu,
> > > cmmiw)..
> > > 
> > > continuity value ,.,.lupa cara buatnya... maap..
> > > ada asumsi yah di tahun ke 6 . kalo ga salah,., 5%
> > > yah..
> > > 
> > > 
> > > 
> > > kalo preferensinya kang gimana..
> > > kalo di harga di bawah 7ooo masih boleh kan ya
> > untuk
> > > masuk?
> > > 
> > > 
> > > 
> > > 
> > > 
> > > thx..
> > > 
> > > 
> > > --- kang_ocoy_maen_saham
> > > <kang_ocoy_maen_saham@> wrote:
> > > 
> > > > hoho.., iye itu proyeksi.. itu andai kata semua
> > > > Project eksekusi bagus
> > > > en harga selling price nya juga bagus ($70)... 
> > > > 
> > > > valuasi nya dibikin sendiri donk.. kan gampang
> > tuh
> > > > udah ada
> > > > freecashflow.. tinggal kasih CoC dan Continuity
> > > > Value sesuai selera
> > > > masing2.. Div Yield jg ada tinggal dibikin..
> > saya
> > > > cuman sharing doank
> > > > ajah.. valuasi dan investment value adalah
> > > > preferensi masing2
> > > > 
> > > > --- In obrolan-bandar@yahoogroups.com, thom
> > chris
> > > > <thom_chris2000@>
> > > > wrote:
> > > > >
> > > > > 
> > > > > pro forma,.,. artinya poyeksi yah?
> > > > > 
> > > > > trus,.,.trus,.,. gimana nih,.,
> > > > > 
> > > > > nilainya berapa?
> > > > > 
> > > > > 
> > > > > thx.
> > > > > 
> > > > > 
> > > > > 
> > > > > 
> > > > > 
> > > > > 
> > > > > 
> > > > > --- Bagus Perdana <kang_ocoy_maen_saham@>
> > > > > wrote:
> > > > > 
> > > > > > Pegimane nih pak Armando.., boro2 nyampe ke
> > XXX
> > > > > > nih.. mana peti blon penuh lagi...
> > > > > > 
> > > > > > kasrut...
> > > > > > 
> > > > > > eh BTW pak AA ini ProForma Financial
> > Statement
> > > > Saya
> > > > > > Pada Skenario "Lancar"... 
> > > > > > 
> > > > > > Hiks Kalo mo Dipentokin "Atas" sih bisa.
> > ntar
> > > > kalo
> > > > > > ada yg UPGRADE ke atas mentok atasnya bisa
> > rada
> > > > > > lumayan...
> > > > > > 
> > > > > > 
> > > > > > ah gimana ini kapan ke 2XXX en 3XXX nya.
> > ihiks
> > > > > > 
> > > > > > 
> > > > > > 
> > > > > > 
> > > > > > 
> > > > > > 
> > > > > > 
> > > > > > -Rambo Frustasi-
> > > > > >  
> > > > > > "You make most of your money in a bear
> > market,
> > > > you
> > > > > > just don't realize it at the time, because
> > > > you're
> > > > > > able to buy good bussiness at cheap prices.
> > And
> > > > > > although it doesn't feel good because of the
> > > > > > uncertainty, this is when the opportunities
> > are
> > > > > > best." 
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > >  
> > > > > > 
> > > > > > 
> > > > > > ----- Original Message ----
> > > > > > From: Armando Anthony <armando.anthony@>
> > > > > > To: obrolan-bandar@yahoogroups.com
> > > > > > Sent: Friday, April 18, 2008 9:53:36 AM
> > > > > > Subject: Re: [obrolan-bandar] BUMI Rocks !!!
> > > > > > 
> > > > > >                 
> > > > > > Pak Boyz,
> > > > > >  
> > > > > > Kalau resisten berat 6500 sdh lewat spt yg
> > > > dikatakan
> > > > > > Pak Boyz tempo hari itu scr TA berarti apa
> > pak?
> > > > > >  
> > > > > > Tengkyu
> > > > > > 
> > > > > > 
> > > > > > ----- Original Message ----
> > > > > > From: boyz <[EMAIL PROTECTED] com.sg>
> > > > > > To: obrolan-bandar@ yahoogroups. com
> > > > > > Sent: Friday, April 18, 2008 9:38:35 AM
> > > > > > Subject: [obrolan-bandar] BUMI Rocks !!!
> > > > > > 
> > > > > > Special thanks to Master Armando Anthony &
> > kang
> > > > > > 'Rambo' Ocoy ...
> > > > > > 
> > > > > > salam,
> > > > > > 
> > > > > > 
> > > > > > 
> > > > > > 
> > > > > > 
> > > > > > 
> > > > > > 
> > > > > > 
> > 
> === message truncated ===
> 
> 
> 
>      
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