Ferronickel (fe-ni) 20% Ni, harganya lebih mahal deh beda dgn Nickel
matte bisa 2 $/lb. Jadi bentuknya Fe-Ni udah berupa logam batangan utk
industri tahan karat.
Kalo matte gw nggak tahu apaan cuma beda harga doang yg tahu tanya ama
orang metalurgi (sayang ibu saya lagi stroke! dia insinyur metalurgi)!
*redyherinantoalb <[EMAIL PROTECTED]>* wrote:
Ada sedikit pertanyaan pak Eka... output Antm itu berupa Ferro
Nickel atau Nickel Matte? Setahu saya kalo Ferro Nickel kadar nickel
nya rendah lho... jadi Antm beli Nockel Matte dari INCO untuk
diturunkan kadarnya menjadi Ferro Nickel? Mohon informasinya, saya
betul2 bingung masalah ini...
Thank you,
Redy
--- In [email protected], EKA SUWANDANA wrote:
>
> Biasa, kalo udah hilang barang begitu!!! Kalo nggak target harga
diturunin, harga nickel ditakut2in turun. Awal Tahun 2006 lalu
ketika harga nickel jatuh dari 8$/lb ke 6$/lb, semua sekuritas dalam
risetnya pake rata2 5$/lb atau 4$/lb, ehh malah naik terus. Nickel
price, only God knows where to go?
>
> By the way, Rp14000 target mah sangat possible asal Nickel nggak
turun dibawah 30000$/MT. Ibu Daisy risetnya di ML sekarang ikut2an
setuju bakal 15000-16000. Ah saya sih 11000-12000 udah seneng tuh!
>
> Saya yakin sekarang para MI sudah dapet bocoran laporan 2006
yg 'bocor' semenjak 2 hari lalu. profit Rp 1.5T? EPS? Asumsi 2007
kalo gini sih bisa 2,6T??? Common guys kenapa hari ini turun????
>
>
> James Arifin wrote:
> so strange, even Ferry Wong recommend "HOLD" while he forecast
the stock price will drop to 7500 in 12 months period. STRANGE ...
STRANGE
>
> On 1/25/07, nicholas alvin
wrote:
> Antam's Nickel Output May Rise to 22,000 Tons in 2007 (Update2)
> By Claire Leow and Leony Aurora
> Jan. 25 (Bloomberg) --PT Aneka Tambang, Indonesia's second-
largest nickel miner, said it may increase output of the metal by as
much as 52 percent this year as with a new smelter contributing full-
year production.
> Antam, as the company is known, may produce between 20,000
metric tons and 22,000 tons, a record, compared with estimated
output of 14,474 tons in 2006, it said today in a statement.
> The miner, which is 65 percent state-owned, is boosting
production to take advantage of surging demand and record prices.
Nickel stockpiles tracked by the London Metal Exchange plunged 81
percent last year, and a further 25 percent this year as more of the
metal was used in buildings, bridges and ships.
> ``I am not sure about their production run,'' said Ferry Wong,
an analyst with BNP Paribas Peregrine, who expects 21,000 tons this
year at best. ``They missed the target last year.''
> Antam shares, which have gained 71 percent in the past six
months, were unchanged at 8,050 rupiah at 11:42 a.m. Jakarta time.
Wong recommends investors hold the stock, which he forecasts will
drop to 7,500 rupiah in 12 months.
> On Jan. 22, Jakarta-based Antam said it was aiming for output of
as much as 22,000 tons in 2008, when the new smelter would be
running at full capacity.
> Reduced Capacity
> The company didn't give a 2007 output forecast in that
statement, saying the smelter in question has been running at 36
megawatts since mid-November, compared with a full load of 42
megawatts. Antam also plans to overhaul its oldest smelter this
year, which will disrupt production for at least six weeks.
> Three-month nickel futures on the London Metal Exchange have
more than doubled in the past year, touching a record yesterday of
$38,502 a metric ton, before settling at $37,450.
> ``I prefer PT Inco as a pure nickel play,'' Wong said, referring
to PT International Nickel Indonesia, the country's largest nickel
maker and a unit of Rio de Janeiro-based Cia. Vale do Rio Doce, the
world's second-largest mining company. PT Inco makes only nickel,
while Antam also makes gold and bauxite.
> International Nickel Indonesia shares have gained 76 percent to
35,100 rupiah in six months, and Wong has a 12-month stock target of
38,000 rupiah.
> Unscheduled Shutdown
> Antam's new smelter, its third, started operating last May.
Still, the facility experienced a leak in July, forcing an
unscheduled shutdown, and it is now running at 85 percent of
capacity. The leak forced the company to cut its initial 2006
production forecast of 20,000 tons several times.
> In the fourth quarter to Dec. 31, Antam's nickel output rose 36
percent to 4,551 tons, lifting production for the full year by 97
percent to 14,474 tons, today's statement said.
> The higher prices and production helped Antam more than double
its sales in the fourth quarter to 2.17 trillion rupiah ($239
million) compared with 1.06 trillion rupiah a year earlier. Full-
year sales rose 69 percent to 5.57 trillion rupiah.
> Today's statement didn't give profit figures or forecasts.
> Antam sold 3,673 tons of nickel in the fourth quarter, fetching
an average price of $14.24 a pound, more than double the $5.82 a
pound in the same period a year earlier.
> Costs rose 13 percent to $4.40 a pound in 2006, the company
added.
> In the fourth quarter, Antam's gold output rose 29 percent to
719 kilograms. It produced 2,873 kilograms of gold for the full
year, beating its target of 2,591 kilograms. Production of silver, a
by-product of gold, dropped 3 percent to 23,876 kilograms for the
full year.
> Also in the fourth quarter, the company produced 393,158 wet
metric tons of bauxite, 9 percent higher on year.
> The miner is accelerating spending on exploration to keep up
with demand, spending 36 billion rupiah in the fourth quarter
compared with 19 billion in the year-earlier period.
> To contact the reporters on this story: Claire Leow in Jakarta
at [EMAIL PROTECTED] ; Leony Aurora in Jakarta at [EMAIL PROTECTED]
> Last Updated: January 25, 2007 00:05 EST
>
> ---------------------------------
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