Bocoran yang saya terima, short term ANTM bakal turun ke 7000 mengikuti trend Ni yang juga bakal turun ke US$35,000 per metric ton dalam jangka waktu yang sama. Bahkan dalam analisa yang lain disebutkan karena harga Ni yang tinggi, produsen berlomba2 untuk meningkatkan produksinya, terutama Rusia sehingga mengakibatkan excess supply sedangkan dari segi permintaan dari China dan pengumpul Ni lainnya, teknologi yang diharapkan dapat meningkatkan penggunaan Ni sampai sekarang masih dalam tahap pengembangan sehingga permintaan akan Ni cenderung flat yang mengakibatkan turunnya harga Ni. CMIIW..
On 1/26/07, James Arifin <[EMAIL PROTECTED]> 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 <[EMAIL PROTECTED]> 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* > > ------------------------------ > It's here! Your new message! > Get new email alerts > <http://us.rd.yahoo.com/evt=49938/*http://tools.search.yahoo.com/toolbar/features/mail/>with > the free Yahoo! Toolbar. > >
