Pak, silahkan membaca buku The Intelligent Investor by Benjamin Graham. Engkong
Buffet memberikan preface di buku ini. Salah satu case yg diangkat adalah
Exodus. Saya tidak pernah menyatakan bahwa semua SS itu "buruk", tapi saya
memberikan case di sini adalah SS ANTM dan INCO (kok kebetulan keduanya nickel
producer dan melakukan SS di saat yg hampir bersamaan..hayooo, ada apa ?
mestinya kita curious dikit2 ajah)
2008/4/27 Terry Astradika <[EMAIL PROTECTED]>:
wah! jangan mengkaitkan secara langsung SS
dengan sunset dan bandar
bos! itu mah CA aja, kalu anda kaitkan berarti bd-nya si korporasi
tsb? wah bisa marah nih para komisaris dan direkturnya..hahaha...
ngawur ON!!!
ciao! tetap sehat dan bersemangat..
note: hueeyyy! komisaris + direktuuurr...ternyata elu2 ini toh
bandarnya....???? bwa hahaha....!!
--- In obrolan-bandar@yahoogroups.com, Andi Wahyudi
<[EMAIL PROTECTED]> wrote:
>
> Industri sunset -> BD ingin keluar -> BD butuh pembeli -> Makanya
diSS -> Supaya banyak yg ambil
>
> troyan troyan <[EMAIL PROTECTED]> wrote:
Siapa yang gak santai bro ? Aneh aja anda mengkaitkan SS dengan
industri yang sunset. Dan soal bandar dah keluar kata Anda dari INCO
dan ANTM itu soal lain lagi yang bukan bagian dari analisa Anda
sebelumnya. Dan ini bisa dipermasalahkan lagi. Jadi hati2 aja bro
memberii statement kalo anda gak ngerti benar masalahnya.
>
> --- On Sun, 4/27/08, Andi Wahyudi <[EMAIL PROTECTED]> wrote:
> From: Andi Wahyudi <[EMAIL PROTECTED]>
> Subject: Re: [obrolan-bandar] INCO Q1 2008 profit DOWN
> To: obrolan-bandar@yahoogroups.com
> Date: Sunday, April 27, 2008, 7:26 PM
>
> Minggu lalu ada yg bilang ANTM akan breakout? Breakout w/o volume?
We can proove now apakah tulisan minggu lalu bener apa tidak.
> http://finance. groups.yahoo. com/group/ obrolan-bandar/
message/77256
>
> No offense, saya tidak pernah memegang INCO dan ANTM sejak Juli
2007..
>
> Andi Wahyudi <andi_wahyudi2000@ yahoo.com> wrote:
> Santai Bro....Kayaknya BD utama udah keluar dari ANTM and INCO. Ada
baiknya kita baca bareng2 di bawah ini:
>
> http://www.xstrata.
com/annualreport /2007/page38http://findarticles .com/p/articles/
mi_pwwi/is_ /ai_n19195805
>
> http://www.purchasi ng.com/article/ CA6458516. html
>
> http://www.hatch. ca/Consulting/ Knowledge_ Base/Articles/
European% 20Stainless% 20Steel.pdf
>
> troyan troyan <[EMAIL PROTECTED] com> wrote:Jadi maksudnya kalau
dilakukan SS itu karena industrinya udah sunset ? Baca2 lagi dong Pak.
>
> --- On Sat, 4/26/08, Andi Wahyudi <andi_wahyudi2000@ yahoo.com>
wrote:
> From: Andi Wahyudi <andi_wahyudi2000@ yahoo.com>
> Subject: Re: [obrolan-bandar] INCO Q1 2008 profit DOWN
> To: obrolan-bandar@ yahoogroups. com
> Date: Saturday, April 26, 2008, 10:59 PM
>
> Kalau nickel tidak sunset, kenapa INCO SS Pak?
>
> James Arifin <james.arifin@ gmail.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.bloomber g.com/apps/ news?pid=
newsarchive&sid=avCNKlwNNdLY
> >
> > May God Bless Us Always
> >
> > Stainless steel production to grow further â" 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-resistanc e 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
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