tapi kenaikannya kok tidak meyakinkan ya...?
takut..
To: obrolan-bandar@yahoogroups.com
From: simon_bolen...@yahoo.com
Date: Wed, 23 Sep 2009 23:17:52 -0700
Subject: Re: [ob] bumi
CIC juga perhitungkan jumlah cadangan batubara BUMI yg
mencapai
lebih dari 10 milyar ton bernilai USD 700 milyar.
Orang China pasti hitungannya teliti & mantap baru mau kucurkan uang
USD 1.9 milyar.
Jadi tenang saja apalagi dana tsb akan digunakan BUMI salah satunya
untuk meningkatkan produksi batubara 2 X lipat pd th 2012.
--- On Wed, 9/23/09, vaulst...@yahoo.com <vaulst...@yahoo.com> wrote:
From: vaulst...@yahoo.com <vaulst...@yahoo.com>
Subject: Re: [ob] bumi
To: obrolan-bandar@yahoogroups.com
Date: Wednesday, September 23, 2009, 10:21 PM
Complicated banget yah...
Maaf ni lagi liburan. Memangnya warrant yah? Bukan nya utang?
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From: Peter Alimin <milis...@live. com>
Date: Thu, 24 Sep 2009 09:09:44 +0700To: OB<obrolan-bandar@ yahoogroups.
com>Subject: RE: [ob] bumi
ini ada analisa dari warung sebelah, cmiiw..
Warrant Bumi yang dipegang CIC = U$ 1,9 Milliar X Rp. 10.000,- = Rp.
19.000..000.000. 000,-.
Pada harga Executeable Share BUMI-W Rp. 4.000,- yang dipegang harus ada
underlying share sebanyak = 4.750.000.000 Lembar
atau sebanyak 24% dari Total saham BUMI yang ada sekarang ini= 20.000.000.000
lembar
Kalau BUMI belum punya Treasury Stock sebanyak 4.750.000.000 lembar
pada saat akan dieksekusi oleh CIC dan baru akan menerbitkan saham baru
sebanyak 4.750.000.000 lembar maka pemegang saham BUMI lama saat itu nilainya
bakal TERDILUSI sebesar +/- 25%
Mr. Dillep. apakah BUMI sudah punya saham Treasury sebagai underlying warrant
CIC ??? I DON'T KNOW !!!!
Bunga yang harus dibayar untuk HUTANG ini 19% X Rp. 19.000.000.000. 000,- = Rp.
3.610.000.000. 000,-/tahun dibagi jumlah saham 20.000.000.000 lembar equivalen
Rp. 180,5/ saham
1Q09 BUMI :
Total Asset = US$ 5,5 M
Total Kewajiban = US$ 3,4 M + Hutang dari CIC China = US$ 1,9 M , sekarang jadi
= US$ 5,3 M
Hanya ada sisa nilai sebesar US$ 0,2 M atau US$ 200 Juta dari Asset
BUMI untuk 20 M lembar pemegang saham sekarang ini atau senilai cuma
RP. 100,- /Lembar saham
??
To: obrolan-bandar@ yahoogroups. com
From: milis...@live. com
Date: Wed, 23 Sep 2009 22:14:20 +0700
Subject: [ob] bumi
PT Bumi Resources Tbk (“Bumi”)
announced that China Investment Corporation (“CIC”) has invested US$1.9
billion in Bumi in the form of a debt-like instrument. The US$1.9
billion investment consists of US$600 million repayable in year 4,
US$600 million in year 5, and remaining US$700 million in year 6. The
investment attracts a 12% annual cash coupon with a total IRR of 19%,
the balance payable at the time of final maturities. The funds will be
used for debt restructuring and capital expenditure. “We are
honored by this historic and transformational investment by CIC, the
leading sovereign fund in the world. The investment will enable Bumi
to implement its growth strategies quickly and provide a stable capital
structure. More importantly, the partnership creates the platform for
CIC and Bumi to pursue investment opportunities jointly”, remarked Ari
Hudaya, President Director and CEO of Bumi, one of the leading natural
resources companies in Asia with world-class coal assets. CIC,
wholly-owned by the People’s Republic of China, is one of the largest
and reputable investment institutions in the world. Bumi is
Indonesia's largest producer and one of the world’s largest exporter of
thermal coal with strong practices in community development, corporate
social responsibility and corporate governance. PT Samuel Sekuritas
Indonesia acted as arranger and financial advisor, and Jones Day acted
as legal advisor to Bumi. Deutsche Bank and China International
Capital Corporation (CICC) acted as financial advisors and Davis Polk
& Wardwell acted as legal advisor to CIC in this transaction. - just announced
2 hours ago,,,
CMIIW
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