Hmm should I diversify? Buy more MEDC? --------------------------------------------- Sent from my BlackBerry® Bold™ powered by INDOSAT
-----Original Message----- From: Elaine Sui <elainesu...@gmail.com> Date: Fri, 2 Oct 2009 14:35:47 To: <obrolan-bandar@yahoogroups.com> Subject: Re: [ob] MEDC Everyone ? *Beautiful. Well done. * 2009/10/2 Prasetyo, Hani <hani.prase...@sc.com> > > > Thanks Kang buat pencerahannya… I am confident now… > ------------------------------ > > *From:* obrolan-bandar@yahoogroups.com [mailto: > obrolan-ban...@yahoogroups.com] *On Behalf Of *kang_ocoy_maen_saham > *Sent:* Friday, October 02, 2009 2:13 PM > *To:* obrolan-bandar@yahoogroups.com > *Subject:* Re: [ob] MEDC Everyone ? > > > > > > Oh engga pak... Ini "Asset-Play"... saya sebenernya willing untuk keep ini > barang sampe 2012-an, saat semua proyeknya selesai... > > saya emang selalu colek2 kalo barang ini udah kebawah... sebenernya > ngarepnya malah jgn naek dulu krn pgnnya build posisi di harga bawah... hehe > ;P > > asetnya meyakinkan dan cash managementnya bagus.... biaya lifting relatif > rendah hingga ada proteksi econimical downturn. > > Rationale saya nambah posisi sedikit lg krn takutnya mungkin ini naek krn > ada "insider" yg masuk krn berita internal project2 bottlenecknya dah mulai > membuka. saya takut ketinggalan kalo iya soalnya value assetnya memang bagus > kalo bisa full jalan. > > kalo "value"nya bisa ke un-lock. harusnya scr konservatif aja bisa maen > di4000-ish dlm wkt 12 bulan kedepan. > > Value asli ini barang memang disegitu. selama ini memang terkunci krn > eksekusinya banyak yg ke delay. kas internal amat memadai buat jalanin > proyek2nya. > > Kalo bisa "Go" secara berantai kira2 sesuai prioritas waktu proyek2 > terhambatnya yg kalo cair bisa jadi katalis adalah SBB : > > Block A Extensi (Temuan sudah siap diproduksi, buyer udah ada, hanya memang > sudah expired izin nya dan sedang proses perpanjangan izin di BP MIGAS, > begitu izin keluar duit lgsg dikucurin dan pembangunan lgsg dijalanin) > > Sarulla Geothermal (sempet alot krn PLN gak mau terima angka penawaran > konsorsium MEDC di $6-$7, terakhir ada ketetapan Pemerintah untuk Panas Bumi > batas atasnya di $8.6, mudah2an ini jg bisa mencair dan dapet titik temu) > > Senoro... (No Comment dah.. Politis banget.. saya jg benernya udah rada > hopeless, harganya harus tinggi untuk bisa feasible dan butuh biaya gede > sehingga komitmen pinjaman jangka panjang dan besar dr JBIC susah cari > gantinya dlm waktu cepat) > > Area 47 (nah ini sebenrnya bisa jadi hidden jackpotnya MEDC, cadangan > besar, Verenex berhasil menawarkan seluruh bagiannya disini (50 %) ke China > Petrol di harga $450 juta. nilai segitu bisa diasumsikan jadi > "REPRODUCTIVE-VALUE" MEDC yg harusnya bisa diambil buat adjustment asset > MEDC. (di neraca MEDC Libya Prospect belon boleh masuk sebagai aset kecuali > izin final sudah ditangan) > > ada kekhawatiran sedikit masalah declining produksi., terutama dependance > sama maturing Rimau. > > tapi downfallnya emang hanya dalam jangka pendek, dan potential up-side > story buat jangka panjangnya masih lebih banyak. institusi banyak yg belum > masuk kesini tapi andai katakanlah Blok A, Sarulla, 47 atau senoro tiba2 ada > perkembangan izin yg positif. kemungkinan ini bisa jadi target potensial > juga. Bet-nya disitu. > > di tahun 2010 saya asumsikan minimal 2 dari 4 project diatas sudah ada > finalisasi sehingga Kas bisa dikucurkan dan Value bisa di un-lock. > > im willing to hold up this counter until some years ahead of now, takutnya > ada pemain cukup besar yg punya pemikiran sama dan sekarang mulai akumulasi > barang. kalo ternyata cuman permainan perbandaran jangka pendek dan harga > balik ke bawah.. ya kumpulin dikit-dikit lagi toh. hehe. ini barang kan > emang ada "isi"nya. mumpung masih bisa kurangin bobot di energy-exposure yg > lain yg udah deket full value dan pindahin kemari. re-balancing ;P. > > --- In obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com>, > "Prasetyo, Hani" <hani.prase...@...> wrote: > > > > Mantap dah kalo kang ocoy ajah confident... berdasarkan itungan akang, > > berape fair valuenya kang? > > > > > > > > > > > >________________________________ > > > > From: obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com> > > [mailto:obrolan-bandar@yahoogroups.com<obrolan-bandar%40yahoogroups.com>] > On Behalf Of JsxTrader > > Sent: Friday, October 02, 2009 11:26 AM > > To: obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com> > > Subject: RE: [ob] MEDC Everyone ? > > > > > > > > > > > > Cakep, Looks Like FA in line dengan TA nih.. hehehe....., diem2 si Akang > > aggressive juga ya..., hehe.., Gut Lak Kang.. > > > > JT > > > > -----Original Message----- > > From: obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com> > > <mailto:obrolan-bandar%40yahoogroups.com<obrolan-bandar%2540yahoogroups.com> > > > > [mailto:obrolan-bandar@yahoogroups.com<obrolan-bandar%40yahoogroups.com> > > <mailto:obrolan-bandar%40yahoogroups.com<obrolan-bandar%2540yahoogroups.com>> > ] > > On Behalf Of kang_ocoy_maen_saham > > Sent: 02 Oktober 2009 11:11 > > To: obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com> > > <mailto:obrolan-bandar%40yahoogroups.com<obrolan-bandar%2540yahoogroups.com>> > > > Subject: Re: [ob] MEDC Everyone ? > > > > I'm On... Adding The Initial Position... Keep The StreetGuide Prof... > > > > > > This email and any attachments are confidential and may also be > privileged. If you are not the addressee, do not disclose, copy, circulate > or in any other way use or rely on the information contained in this email > or any attachments. If received in error, notify the sender immediately and > delete this email and any attachments from your system. 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