hehehe ... makin seru aja nih

up_trends wrote:
> 
> 
> 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 
> <mailto:obrolan-bandar%40yahoogroups.com>, Frederick Schubert
> <pemainbesar@ ...> 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 
> <mailto:obrolan-bandar%40yahoogroups.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 
> <mailto:obrolan-bandar%40yahoogroups.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/terseles aikan 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 
> <mailto:obrolan-bandar%40yahoogroups.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 
> <mailto:obrolan-bandar%40yahoogroups.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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