Re: [obrolan-bandar] Accumulate Buy ANTM mulai 4050 ke bawah!

[EKA SUWANDANA]

Pasti OD yah? Bullshit dia mah! Coba lihat asumsi harga nickelnya, dia tulis 3,7 USD/lb, sedangkan sekarang cek di www.kitcometals.com masih 6,6-6,7 USD/lb...cost sekitar 3,8-4,2 USD/lb...masih untung lah! Kalo asumsi sama dengan cost...jangankan 2800 ...1000 juga mungkin!!!

 

ANTM Ferronickel (FENI ) pabriknya ada tiga FENI I, II, III...tahun 2005 dgn FENI I & FENI II yg rusak laba bersih bisa naik 4% (total FENI I & II = 7000-8000 ton), sekarang dgn tambahan 12000 ton dari FENI III....target harga 4700-5000 asalkan nickel nggak turun , tapi nickel tend to rise because it follows cooper (all time high).

 

Jangan lupa ALUMINA TAYAN start tahun 2008, ALUMINA BINTAN, trus ada FENI IV tahun 2009 (kapasitas 30000 ton). Apa mungkin emiten yg nambah pabrik terus hampir tiap tahun dan komoditasnya naik sahamnya bisa turun?

Eddy Purnomo <[EMAIL PROTECTED]> wrote:

Kang Eka,

 

Ada Analys BUMN bikin target ANTM IDR. 2,800,- (dalam 12 bln). Any comment?

 

Thanks,

 

Eddy

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