pak eka thx for sharing the crystal clear explanation. Gbu --- obrolan-bandar@yahoogroups.com <[EMAIL PROTECTED]> wrote: > Saya sudah tanya sama teman yg kerja di ANTM, RUU MINERBA nggak akn ngaruh utk kontrak jangka panjang penjualan konsentrate dan bijih tambang. Dan pemerintah akan kasih jangka waktu 5 tahun utk perusahaan2 tambang membuat smelter yg mengcover output mereka. > > Sebenarnya RUU bagus utk FDI tambang seperti NEWMONT yg nggak punya smelter sama sekali. Beda dgn Freeport 100% smeltr product. Kalo jual kosnsentrat doang, harganya nggak ada patokan harga internasional, jadi pemegang saham , pemerintah nggak optimum dari keuntungan royalti, devidend, pajak. > > Contoh INCO dia jual mattenya ke smelter milik induknya di New Calidonia. Harganya jelas menguntungkan induknya. Dgn RUU ini dia harus jual batangan dari Indonesia ke pembeli langsung. Dan saya rasa utk INCO, ANTM kalo mau tambah smelter Bank bakal ngantri. > Ingat ANTM dulu bikin FENI III, Deutche Bank dan BANK MANDIRI rebutan. > > Yg nggak punya uang bisa ikut melebur ke SMELTER milik RIO TINTO yg bakal dibangun. > > But by the way , kontrak jangka panjang akan dihormati. > > Stock Update <[EMAIL PROTECTED]> wrote: > Thx atas replynya. Kl dikaitkan dng ruu minerba > pengaruhnya bisa sejauh apa pak? Sesaat aja or bisa k > bottom line? > --- obrolan-bandar@yahoogroups.com > <[EMAIL PROTECTED]> wrote: > > Nggak ngaruh banyak target INCO masih > Rp47000-50000/lembar. Harga nickel kemarin sempat > turun 1800USD jadi 31800 USD/MT. Tapi target harga > 47000 kalo asumsi nickel 25000USD/MT. > > > > Saya tuh mau cerita kemarin, kawan saya yg kerja > di ANTM di SOROAKO sana bilang hujan lebat kemarin, > trus daerah INCO yg berdekatan yg ada danau nya kena > hujan juga??? So maksud statement-nya apa yah? > > > > Stock Update <[EMAIL PROTECTED]> wrote: > > Pak eka apa target FA inco jd berubah dng > adanya > > berita ini? > > --- obrolan-bandar@yahoogroups.com > > <[EMAIL PROTECTED]> wrote: > > > > > > > > > Indonesia's Inco cuts weekly nickel output by 130 > > T > > > > > > Tue Jan 2, 2007 7:07 AM ET > > > > > > > > > JAKARTA, Jan 2 (Reuters) - The Indonesia unit of > > Canadian nickel producer Inco Ltd <N.TO> said it had > > cut weekly output by around 130 tonnes (300,000 > > pounds) as dry weather had caused low reservoir > levels > > at its hydro-electric power plant. > > > "Production cuts came three to four days earlier > > than we had predicted ... Rainfall is not sufficient > > to increase water level(s)," Rajeshnagara Sutedja, > > Inco's spokesman, told Reuters. > > > PT International Nickel Indonesia Tbk <INCO.JK> > > produces between 1,400 and 1,500 tonnes of > > nickel-in-matte each week. > > > The company said in mid-December that it might > > have to cut nickel matte production from Dec. 20 due > > to low reservoir levels. > > > "We won't be able to meet original output target. > > But we have stockpile of unprocessed nickel ore, > which > > will be used to narrow the gap in output," Sutedja > > said. > > > PT Inco, which is owned by Brazil's Companhia Vale > > do Rio Doce <VALE5.SA><RIO.N> through Canada's Inco > > Ltd, had initially set a production target for 2006 > of > > about 71,000 tonnes of nickel-in-matte. > > > The company said it was not possible to estimate > > the likely impact of the unusually dry weather on > 2007 > > production. > > > Nickel-in-matte is an intermediate smelter product > > that must be further refined to make pure metal. > > > London Metal Exchange three-months nickel <MNI3> > > hit a new high of $34,950 per tonne on Dec. 15, and > > was quoted around $33,350 on Tuesday. > > > (Reporting by Fitri Wulandari, editing by Bernard > > Halloran; Reuters > > > Messaging:[EMAIL PROTECTED];Tel === Message Truncated ===
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