yup, ada penurunan produksi yang cukup besar kalau dibandingkan dengan q4. tapi kalau dibandingkan dengan q1 2006 produksi naik atau turun? so, WHAT must we do right NOW? BUY or SHORT regards
On 5/2/07, dazzledtrader <[EMAIL PROTECTED]> wrote:
Comparison between: 4Q06 dan 1Q07 INCO: 4Q06: sales= USD 589.6M, avg LME nickel cash= USD 32,000/mt 1Q07: sales= USD 446.72M, avg LME nickel cash= USD 41,000-42,000/mt Meaning: 25% drop in sales despite 25+% rise in nickel price. It can means a drop of at least 50% in production volume. Does it make sense? Last year when INCO had its transformer burned, it still managed to post similar production volume in its normal condition (slightly less). Remember the pre-report of ANTM in 4Q06? Pre-release: 971B IDR, official 1.556T IDR. Regards, -Darmawan --- In obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.com>, Rei <[EMAIL PROTECTED]> wrote: > > Don't analyze too much, just buy INCO! > > Bettina Tan <[EMAIL PROTECTED]> wrote: It means the NP increase more than five folds than last year. Is there any information of the average realised selling price in Q1? Based on LME price, the average price for April 2007 is much more higher than the average price in Q1 and it expected to go beyond US$55 this year. When it happen then it is expected that Q2 and above NP will be much higher. Anyone have analysis of this stock? > > On 5/2/07, Wiro Hardy <[EMAIL PROTECTED]> wrote: Jangan sembarangan kutip, yg benar untung US$227,77 juta di Q1 2007 dibandingkan untung US$ 43.6 juta di Q1 2006. > Sementara itu, penjualan melonjak dari US$181,9 juta menjadi US$446,72 juta > > Ini berita lengkapnya: http://web.bisnis.com/edisi-cetak/edisi- harian/bursa/1id3803.html > > On 5/2/07, laven_28 <[EMAIL PROTECTED]> wrote: Inco cuman untung Q1 227,77 M bisnis indonesia hari ini.. > > --- In [EMAIL PROTECTED] <saham%40yahoogroups.com>, Joe Grunk <joe_grunk@> wrote: > > > > 2309 GMT [Dow Jones] COMMODITIES SUMMARY: Crude fell back after > failing to hold above $66, tracking gasoline futures; June Nymex > crude down $1.31 at $64.40/bbl after touching $66.15, Brent off 65 > cents at $67.00. Sell-off came ahead of weekly EIA data Wednesday > expected to show build in crude supplies. "We were sort of expecting > it after the recent rally," said Man Financial's John Kilduff. "What > we're seeing is some profit-taking after the recent run up. The > charts have been looking very toppy." RBOB gasoline shed 1.47 cents. > June Comex gold fell $6.20 to $677.30/oz, July silver 20.5 cents to > $13.37 as longs exited with oil lower; precious, base metals trade > thin amid holidays. > > > > > > > > > > > > > > > > > > > > > --------------------------------- > Ahhh...imagining that irresistible "new car" smell? > Check outnew cars at Yahoo! Autos. >
