2.5 Bio itu termasuk Pinjaman dr JP Morgan Mas Bagus ? -----Original Message----- From: Bagus Putra Perdana <disclosure....@gmail.com> Date: Tue, 8 Dec 2009 14:37:45 To: <obrolan-bandar@yahoogroups.com> Subject: Re: [ob] SHORT SUMI !!
I do skeptic with BUMI now that they will likely to post awfully declining P & L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a "liabilities", herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya <emailkes...@gmail.com> > > > banyak banget yang defense sama posting SUMI ... > > pake bilang compare ke indf segala, menurut para pakar FA juga compare itu > harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, > ITMG dsj > coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo > > belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih > dipercaya wahhh maksain bganget alasannya > > posting-posting ini jelas tanda .... berarti banyak trader yang punya > barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada > ngeshort juga > SHORT SUMI... terminal terdekat ada di 2150 > > > > > > -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected.......The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman
