funny when some people said this stock is good but actually they
still dont invest in it. if u are sure enough bumi is going to 1200,
why u still don't have bumi? :)
--- In obrolan-bandar@yahoogroups.com, Frederick Schubert
<[EMAIL PROTECTED]> wrote:
>
> nope....but i may be looking at heavily investing some big chunk of
my fund....
> and may forecast for BUMI fair value is more than 1,200 rups..
>
> but, what u said reminded me to an event when i told people that
Telkom's fair value is at 9,000 rups...at that times Telkom's share
price was at 4,400....haha
> peace ah..
>
> up_trends <[EMAIL PROTECTED]> wrote:
> I'm guessing u have bumi? well good luck :)
>
> --- In obrolan-bandar@yahoogroups.com, Frederick Schubert
> <pemainbesar@> wrote:
> >
> > don't have any problem with my investment...my problem now is
that
> i don't understand with what you said...
> > peace
> >
> > up_trends <up_trends@> wrote:
> > 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
> > <pemainbesar@> 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
> > >
> > > ariabela@ 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
> > > > >
> > > > >
> > > > >
> > > > >
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> > >
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