TINS Rp 15.000 -- Rp 17.000 bisa saja terjadi asal harga timah naik terus. Hanya Tuhan yang tahu.
Good Bless You --- EKA SUWANDANA <[EMAIL PROTECTED]> wrote: > Kalo asumsi 10000$/MT harga wajar Rp9000. Saya nggak > berani lebih dari itu. Ingat di laporan keuangan yg > bisa di download di jsx.co.id disitu disisipkan > harga rata2 jualan, harga pokok penjualan. Utk harga > pokok penjualan trendnya ikut naik, seiring dgn > naiknya Jumlah tanah yg digali. tahun lalu (coba cek > lagi) 2 Jt MT tanah , sekarang 3 Jt MT tanah digali > utk dapatkan 40000MT Timah. So itu memang seperti > direksinya akui, tanda2 deposit terbukti, sudah > habis, dan kedepan ongkos angkat TIN juga makin > mahal. > > So kalo ada yg bilang TINS bakal 9000-10000, yakin > sampai, kalo ada yg bilang 15000-17000, IT'S BIG > BULLSHIT! > > Investor Bonex <[EMAIL PROTECTED]> wrote: > Berdasarkan news ini seharusnya pakar2 dan > jagoan FA waroeng OB (P. EKA, P Halim, Mr FS, dkk) > bisa memprediksi brp sebenarnya fair value TINS for > Y2007. > > Asumsi Y2007 : > Avrg tin = 12,000USD/MT > Production = 40,000MT/yr (base case : 45,000MT) > > thanks > > > Teddy Halim <[EMAIL PROTECTED]> wrote: > > Wah jadi dong ni harga TINS rock and roll, naik > kenceng, 8000, 9000 dan balik ke 11000 spt bbrp thn > lalu? > > Financial Times FT.com > > > Markets > > > > > > > > > > > > > Indonesia's tin output to fall sharply By John > Aglionby in Jakarta > Published: January 30 2007 17:57 | Last updated: > January 30 2007 17:57 > > Tin production in Indonesia, the world's largest > exporter, will fall by up to a third this year due > to new government regulations to clean up the > industry, the head of the country's largest > manufacturer predicted on Tuesday. > Thobrani Alwi, the president of Timah, estimated > that production would drop to 80,000-90,000 tonnes > from 120,000 tonnes last year because the new rules > will force the majority of exporters out of business > for months and some permanently. > From February 23 tin exporters will have to > register with the trade ministry and pay the > government royalties of 3 per cent. Registration > will require having one's own licensed production > area or sourcing from a licensed contractor and an > approved environmental impact assessment study. Many > smelters buy tin from the thousands of people mining > tin illegally with no environmental controls. > The price of tin on the London Metal Exchange > soared to a near 20-year high of $12,425 last week > after the rules were announced. It traded at about > $12,250 a tonne on Tuesday, up 64 per cent over the > past 12 months. > Of the 39 Indonesian tin producers and exporters, > only two currently meet all the regulations. > One of them is Timah. Mr Thobrani estimated that > about a dozen of those shut down might meet all the > regulations. > "Some might be able to restart after a few > months," he told the Financial Times. "Others might > choose to work with Timah but many will probably > have to close." > Illegal mining last year accounted for about half > of Indonesia's production. > A multi-departmental government team is in Bangka > Belitung, where all the illegal miners are based, > helping them assess their options. > Mr Thobrani said a "reasonable" price for tin was > $12,000 to $13,000 a tonne. > He said Timah might increase its capacity if the > price rose to about $13,000 a tonne or if LME > stocks, currently 11,555 tonnes, dropped > dramatically. > Timah's capacity is 50,000 tonnes and it has at > least 10 years of reserves. > Global demand, which has risen in recent years > since tin started replacing lead for soldering, is > predicted to be about 365,000 tonnes this year. > Tin is also used in cans, alloys and glass > production. > China is the world's largest producer but keeps > much for domestic consumption. Indonesian tin is > usually of a higher quality. > > Copyright The Financial Times Limited 2007 > > > > > > > "FT" and "Financial Times" are trademarks of the > Financial Times. Privacy policy | Terms > © Copyright The Financial Times Ltd 2007. > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > --------------------------------- > No need to miss a message. Get email on-the-go > with Yahoo! Mail for Mobile. Get started. > ____________________________________________________________________________________ Now that's room service! Choose from over 150,000 hotels in 45,000 destinations on Yahoo! Travel to find your fit. http://farechase.yahoo.com/promo-generic-14795097 DILARANG KERAS MEMOSTING OPINI PRIBADI TENTANG POLITIK DI MILIS INI. Silahkan lakukan itu di milis [EMAIL PROTECTED] [EMAIL PROTECTED] untuk unsubscribe dari milis saham [EMAIL PROTECTED] untuk subscribe ke milis saham Yahoo! 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