juragan cumi nich dapet beritanya yg jitu2 nich..thanks for sharing ....
On Thu, Sep 25, 2008 at 5:44 PM, Juragan Cumi <[EMAIL PROTECTED]> wrote: > Orang bangkrut mah dah gak punya waktu panjang buat mainin, jadi > paling-paling ya diobral aja, abis itu terserah si penampung buangannya mau > dibawa kemana. > > Kali sama kayak orang mau cerai yah, likuidasi harta secepatnya supaya > segera bisa dibagi jadi harta gono-gini. Makanya kalo mau cari rumah murah > ya cari yang mau cerai. Aih, bukan ndoain yang jelek yah ... > > Salam, > Cumi, Cuma Mimpi > > > On Thu, Sep 25, 2008 at 5:08 PM, abdulrahim abdulrahim < > [EMAIL PROTECTED]> wrote: > >> Pak Cumi, kira2 portfolio si Leman tsb bakal diobral atau diangkat dulu? >> >> Terus, apa resiko untuk masing2. Misalnya jika dibuang/ diboral dulu, >> apa ada jaminan bakal naik, atua malah terus nyngsep? >> >> On Thu, Sep 25, 2008 at 10:27 AM, Juragan Cumi <[EMAIL PROTECTED]> >> wrote: >> > Kapan yah barang-barang ini bakal dilepas murah ke pasar? >> > >> > Salam, >> > Cumi, Cuma Mimpi >> > >> > >> > ---------- Forwarded message ---------- >> > >> > >> > Lehman's portfolios in Indonesia, >> > >> > Lehman Brothers was among foreign creditors for PT Bakrie & Brothers >> (BNBR) >> > Tbk when Bakrie family were struggling to regain control over the >> company. >> > In fact, Lehman once owned 1.74% shares in BNBR back in 2003. After a >> brief >> > period of relatively quiet, Lehman returned to major corporate actions >> in >> > the last few years with Bhakti Group as the main partner. >> > >> > Lehman was also active in Gajah Tunggal Group, Davomas, and Jakarta >> > Setiabudi, and Intikeramik Group. Let's start with Bhakti. >> > >> > On Dec 18, 2007, Lehman Brothers Commercial Corp Asia Ltd provided US$75 >> > million facility to PT MNC Sky Vision (MNCSV) where Global Mediacom >> (BMTR) >> > controls 51% shares. The 44-month facility carries LIBOR +2% interest, >> used >> > by MNCSV to expand Indovision's Pay TV business. >> > >> > Collaterals of the facility are: >> > 1) 2.27 billion shares of MNCSV at nominal value of Rp227 billion. >> > >> > 2) Shares in PT Media Citra Indostar owned by PT Datakom Asia at nominal >> > value of Rp68 billion, and >> > >> > 3) 893 million shares of BMTR at nominal value of Rp89 billion; The >> value of >> > these shares is Rp406 billion at the current price of BMTR (Rp455). >> > It is not clear yet on who will takeover the facility and the >> collaterals >> > from Lehman Brothers. But some local groups are keen to takeover the >> assets. >> > Bhakti's subsidiary PT Mobile-8 Telecom (FREN) once invested US$45 >> million >> > in Lehman Liquidity Fund but according to FREN's first half 2008 report, >> the >> > facility has been fully recovered. >> > >> > Lehman also provided US$70 million facility to FREN in 2006 but FREN had >> > fully repaid the facility plus interest of US$1.6 million in August >> 2007. >> > On January 25, 2008, FREN and Lehman Brothers Opportunity Ltd (LBOL) >> amended >> > the warrant agreement dated Nov 29, 2006 in relation to the extension of >> the >> > exercise period until July 29, 2008. On the same date, FREN issued 20 >> > warrant certificates to LBOL where each certificate is exchangeable for >> > 111.368 million shares of FREN or around 2.227 billion shares. At the >> > current market price, the value of the shares is around Rp177 billion. >> > >> > On August 8, 2007, FREN entered into a swap agreement with Lehman >> Brothers >> > Special Financing until March 1, 2013 with a notional amount of US$100 >> > million where FREN agreed to pay fixed interest rate of 10.45%. As of >> Dec >> > 2007, the fair value of the derivative financial instrument amounted to >> > US$299,212 or Rp2.8 billion. >> > >> > Unfortunately, FREN has yet to issue its first half financial results to >> get >> > better view on Lehman-related issues. But some said Bhakti would likely >> get >> > significant discount on the facilities due to the bankruptcy filing. >> > >> > DAVOmas >> > In May 2006, Davomas entered into an interest rate swap contract with >> Lehman >> > with a notional amount of US$50 million where Davomas agreed to pay a >> fixed >> > rate 9.28% in semi-annual intervals up to 2011. As of August 31, 2008, >> > Lehman controls 1.377 billion shares of DAVO, increased sharply from >> 6.37% >> > (789 million shares) in June 2007. At the moment, the value of Lehman >> shares >> > in DAVO is around Rp168 billion. It's not clear whether Lehman has >> divested >> > the shares. >> > >> > Intikeramik >> > Ceramic producer PT Intikeramik Alam Asri Industri (IKAI) Tbk initially >> > planned to take US$22 million facility from Lehman, but cancelled due to >> > disagreement on warrant deal. Intikeramik then moved to PT Al Ijarah >> > Indonesia Finance (ALIF). >> > >> > Gajah Tunggal >> > Lehman involved in the issuance of US$325 million bonds for Gajah >> Tunggal. >> > Other than that, Lehman and Citicorp agreed to restructure two notes >> issued >> > by Polychem Indonesia, an affiliate of Gajah Tunggal Group, with >> combined >> > outstanding of US$102 million late last year. >> >> ------------------------------------ >> >> + + >> + + + + + >> Mohon saat meREPLY posting, text dari posting lama dihapus >> kecuali diperlukan agar CONTEXTnya jelas. >> + + + + + >> + +Yahoo! Groups Links >> >> >> >> > >
