ini dibikin singkat dan bahasa sederhana aja ya mbah, soalnya structure BUMI
very complicated. and I can not get into very much detail mbah for some
reasons. tq for understanding.
(1) pemilik saham perlu cash utk bayar utang pribadi
(2) world coal masih under-supply s/d a few years to the future (gak kaya CPO,
nickel dll) -- this is our stand
(3) BUMI coalnya banyak dan bagus
(4) pemilik saham suruh manajemen ijonkan dgn harga diskon (pasti laku lah),
cash bayar didepan atau sesuai dgn jadwal hutang jatuh tempo
(5) tarik cash dari BUMI buat bayar dividen, lalu bayar utang pribadi, urusan
pribadi beres (at least sebagian lah dari total utang), kepemilikan di BUMI gak
berkurang
(6) what about BUMI as an entity? BUMI performance suffer for a few years. but
it will come back with glory
kembali, nr. 4 gak akan semudah itu karena terkait Glencore. kelihatannya
gampang, padahal susah.
scenario lengkapnya lebih panjang dari ini mbah, cuma gak bisa saya paparkan.
sorry banget.
________________________________
From: jsx_consultant <[EMAIL PROTECTED]>
To: obrolan-bandar@yahoogroups.com
Sent: Friday, November 7, 2008 8:50:13 AM
Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
--- In obrolan-bandar@ yahoogroups. com, Forever Apprentice
<apprentice. [EMAIL PROTECTED] ..> wrote:
>
> ini cuma prediksi kita mbah :) soalnya it makes a lot of sense to
us.
> cuma ya itu, technically eksekusinya akan agak susah karena situasi
Glencore.
>
Tolong DIJELASKAN soal A LOT OF SENSE yg mendasari SPECULATIVE
PREDICTION anda karena masalah BUMI ini sangat luas efeknya.
Agar masalah PELIK ini tidak BERTAMBAH PELIK ...
Please ....
>
>
> ____________ _________ _________ __
> From: jsx_consultant <jsx-consultant@ ...>
> To: obrolan-bandar@ yahoogroups. com
> Sent: Friday, November 7, 2008 8:31:53 AM
> Subject: [obrolan-bandar] Re: PTBA 3rb??? (To Ratu Shima)
>
>
> Please share SUMBER BERITANYA bahwa BUMI ngijon ?
>
> --- In obrolan-bandar@ yahoogroups. com, Forever Apprentice
> <apprentice. forever@ ..> wrote:
> >
> > in BUMI case, IMHO the most likely scenario is forward contract
on
> its coal production on a highly discounted price (bahasa
> kerennya "ijon"). we know there are people in desperate need of
fresh
> cash :)
> >
> > masalahnya, kalo gak salah Glencore holds marketing rights of
BUMI's
> coal. and Glencore themselves is in a bad position.
> >
>
__.._,_.___
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