Re: [obrolan-bandar] Re: masih layakkah BUMI?

[Fadel Akbar]

Someone said that not ONLY the asset that you have to be focused, but you have to look for a GOOD MANAGEMENT too.I think for investor this will be better to know how good is the CG of company, if its ok than done.

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]com> 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 <[EMAIL PROTECTED]..> 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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