the problem is are u strong enough to see other stocks rally giving u 
a whooping 20%+ gain while bumi ....... :)

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
<[EMAIL PROTECTED]> wrote:
>
> well...
>   come on...be realistic... and please separate corporate action 
and assets.... as of September 30 2006 (next 9-month earnings), 
BUMI's assets should remain at IDR16.99 trillion, compared with PTBA 
of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM of 
IDR6.6 trillion.
>    
>   If BUMI CAN manage its current debts by any kind of refinancing 
or loan bridging or whatsoever....BUMI mabe as attractive as Inco...
>    
>   The question for BUMI is how they can manage their cash 
flow...and maintain its loyal foreign buyers....
>    
>   So, with or without selling KPC and ARUTMIN, which are the 
largest coal miner by ASSETS and reserves, BUMI still has potential 
for long term investment.
>    
>   cheers
> 
> [EMAIL PROTECTED] wrote:
>           Sepertinya, pade kalah 'senior' semua sama yg punyanya, 
ya - nanti lama2
> juga akan terlupakan/terselesaikan dg sendirinya...
> 
> Aria
> 
> > Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC 
etc...
> > tapi manajemennya,,yakkhhhhhh.
> >
> > ----- Original Message -----
> > From: up_trends
> > To: obrolan-bandar@yahoogroups.com
> > Sent: Tuesday, September 26, 2006 3:54 PM
> > Subject: [obrolan-bandar] Re: masih layakkah BUMI?
> >
> >
> > what goes around comes around. boongin berita di bumi, ketimpa 
sial
> > lumpur enrg. minum deh tuh lumpur sampe kenyang.
> >
> > --- In obrolan-bandar@yahoogroups.com, "Jamal Nasution" <jamal@>
> > wrote:
> > >
> > >
> > > klo cp nya beli banyak berarti mo kesana
> > > tapi klo belinya cuma dikit berarti barang banyak nyangkut
> > > itu riset kapan? sesudah pembatalan KPC ya
> > >
> > > ----- Original Message -----
> > > From: Handika Wisnu
> > > To: Bandar
> > > Sent: Tuesday, September 26, 2006 12:43 PM
> > > Subject: [obrolan-bandar] masih layakkah BUMI?
> > >
> > >
> > > Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak
> > (menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp
> > 200/saham.
> > > Nah, yg mo saya tanyain...apakah BUMI masih layak dipertahankan
> > ato tidak?
> > > Soalnya hasil dari cut loss ini akan saya alihkan untuk invest
> > options di US market yg return-nya rata2 10% per bulan (strategi
> > konservatif).
> > >
> > > Tapi barusan saya baca review BEJ dari pusat riset Valbury 
bilang
> > klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya 
bank2
> > luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.
> > > Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor
> > luar.
> > > Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung
> > fair value based on asset dan Gordon growth model masih di 
Rp1100 -
> > Rp1200
> > >
> > > Minta sarannya donk bwt yg sudah senior...mesti diapain ya saham
> > ini?
> > > Soalnya siklus dari pasar options di US market tu tiap akhir
> > October bakal ada major momentum. sayang bgt klo ! ampe kelewat
> > >
> > > Terimakasih banyak
> > >
> > > Kutipan dari pusat riset Valbury :
> > >
> > >
> > > Special Mention:
> > > BUMI: 690-810. Best buy below IDR690. The fact that it has
> > secured a foreign bank syndicated loan shows that
> > > foreign investors have still high confidence in BUMI's future. 
If
> > everything goes on smoothly, BUMI may
> > > return to visit IDR950 within threee months. Fair value based on
> > assets and Gordon growth methodology
> > > remains at IDR1,100-IDR1,200
> > >
> > >
> > >
> > >
> > > ----------------------------------------------------------
> > ----------
> > > Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.
> > Great rates starting at 1ยข/min.
> > >
> >
> >
> >
> >
> 
> 
> 
>          
> 
>               
> ---------------------------------
> Do you Yahoo!?
>  Get on board. You're invited to try the new Yahoo! Mail.
>







 
Yahoo! Groups Links

<*> To visit your group on the web, go to:
    http://groups.yahoo.com/group/obrolan-bandar/

<*> Your email settings:
    Individual Email | Traditional

<*> To change settings online go to:
    http://groups.yahoo.com/group/obrolan-bandar/join
    (Yahoo! ID required)

<*> To change settings via email:
    mailto:[EMAIL PROTECTED] 
    mailto:[EMAIL PROTECTED]

<*> To unsubscribe from this group, send an email to:
    [EMAIL PROTECTED]

<*> Your use of Yahoo! Groups is subject to:
    http://docs.yahoo.com/info/terms/
 


Kirim email ke