Re: INCO - CMIIW, but baru pertama kali dengar nih SS diimplikasikan ke sunset industry .. selama ini SS=CA dan untuk company yg FAnya baik, CA ini biasanya akan memberikan nilai positif bagi saham emiten yg bersangkutan ..
LL. From: obrolan-bandar@yahoogroups.com [mailto:[EMAIL PROTECTED] On Behalf Of [EMAIL PROTECTED] Sent: Sunday, April 27, 2008 9:02 PM To: obrolan-bandar@yahoogroups.com Subject: [obrolan-bandar] INCO Q1 2008 profit DOWN Pasaran stainless steel gak bakalan menyusut mas sampe semua nickel di dunia habis. Elastomer engineering masih belum bisa menggantikan stainless steel Grow nya menurun karena semua sudah jadi terlalu mahal utk standard industry saat ini Kalo urusan SS mungkin management INCO atau ANTM merasa harga sahamnya sudah kemahalan, Sehingga dia juga sulit utk bermain dan mendapatkan dana segar dari naek turunnya saham tsb Ini mah CA biasa ajah, ANTM dan INCO masih butuh dana besar utk eksploit tambangnya. Atau masih butuh dana utk menaikkan penjualannya atau utk akuisisi tambang lain Gitu aja koq / A3K ________________________________________ From: [mailto:obrolan-bandar@yahoogroups.com <mailto:obrolan-bandar%40yahoogroups.com> ] On Behalf Of Andi Wahyudi Sent: Saturday, April 26, 2008 11:02 PM To: obrolan-bandar@yahoogroups.com <mailto:obrolan-bandar%40yahoogroups.com> Subject: Re: [obrolan-bandar] Kalau nickel tidak sunset, kenapa INCO dan ANTM SS Pak? Padahal ANTM masih 16 rebu waktu SS, TINS aja skrg udah 32 rebu James Arifin <[EMAIL PROTECTED] <mailto:james.arifin%40gmail.com> > wrote: padahal reserve INCO masih lama habisnya kalau nickel sudah sunset artinya industri manufacturing, LNG, etc sudah mulai menurun tapi kok view saya kebalik yah. Ada yang salah kali On 4/26/08, Andi Wahyudi wrote: > > > > > > > Q1 sih kmrn seperti itu Pak..tapi saya bukan God yang tahu semuanya...Kalau > BD ngegoreng INCO ke atas ya repot he he..tapi yg jelas nickel memang sedang > sunset > > Aman sih kita maen aja di sektor yang grup industrinya lagi nge-bul a.k.a > baru bangun tidur n siap2 terbang..... > > > Rei wrote: > > > Lalu apakah produsen2 besar nickel akan mengikuti trend ini pak Andi? Kalo > begini antm & inco bisa payah dong... > > Andi Wahyudi wrote: > > > Bukan ajakan bukan himbauan. > > Maret 2008 Norilsk Nickel mengumumkan akan membelanjakan 105 juta USD untuk > new nickel field di Siberia. > > Menurut laporan IISI, Austenitic stainles steel akan banyak digantikan oleh > Ferritic stainless steel. Kandungan nickel di ferritic stainless steel lebih > rendah dibanding austenitic stainless steel. > http://en.wikipedia.org/wiki/Stainless_steel > > Bukan cuma INCO LK Q1 2008 mengalami drop, nickel producer lainnya mengalami > hal yang kurang lebih sama. > http://www.bloomberg.com/apps/news?pid=newsarchive <http://www.bloomberg.com/apps/news?pid=newsarchive&sid=avCNKlwNNdLY> &sid=avCNKlwNNdLY > > May God Bless Us Always > > Stainless steel production to grow further - but at a slower rate21 May 2007 > Kyoto - The International Stainless Steel Forum (ISSF) expects that > stainless crude steel production in 2007 will be higher than the > record-level of production in 2006, mostly driven by recovery from 2005 and > some restocking. High raw material prices, especially for nickel, encourage > ISSF to promote ferritic grades as an economic and effective solution for > the main applications of stainless steel: a book "The Ferritic Solution" is > now available. > > ISSF releases new publications21 May 2007 Kyoto - The International > Stainless Steel Forum (ISSF) has published three new brochures during its > 11th Annual Conference in Kyoto, Japan. The brochures are: > Book of New Applications 2007 > ISSF has published its second reference to new stainless steel applications. > The Book of New Applications contains more than 60 applications from around > the world. Sectors such as building and construction, industrial machinery > and transport are covered. > The Ferritic Solution: The essential guide to ferritic stainless steels > Ferritic stainless steels share most of the mechanical and > corrosion-resistance properties of their more expensive cousins, austenitic > stainless steels. However, unlike the austenitics, ferritic stainless steels > contain no nickel. This makes them a cost-effective alternative in many > applications. > The Ferritic Solution provides an overview of the properties of ferritic > stainless steels, the advantages of using them and the applications where > they can be used. The Ferritic Solution is a crucial reference document for > stainless steel users, specifiers and producers. > > Send instant messages to your online friends http://uk.messenger.yahoo.com
