Gini, "ferronickel" menurut pengertian ANTM adalah nickel langsung (ngak tau dari dulu kenapa dikasi nama ferronickel, padahal kata orang corsec nya itu adlh sama dengan nickel murni). hal tsb yg sering membingungkan kita karena biasanya nickel content dalam ferronickel adalah 20% (sisanya ferro). dulu saya pikir untuk dapet nickel murni, kita kalikan volume (tonnase) ferronickel dengan 20%, tapi kata pak Eko bisa langsung dipake rumus volume ferronickel x market price nickel = revenue from nickel division (tanpa adjustment 20%)
dulu saya juga bingung tapi setelah dicek ke pak Eko Bayu Endriawan (corsec ANTM), beliaw menjelaskan bahwa "ferronickel" yg dimaksud dlm pengertian ANTM adalah nickel murni, jadi harga jualnya bisa adopsi 100% market price. email ini saya cc ke Bp. Eko, semoga beliaw dapat menjelaskan (kembali) kepada anda-anda sekalian ----- Original Message ----- From: babon joe To: [email protected] Sent: Monday, May 07, 2007 3:47 PM Subject: Balasan: Re: [saham] INCO untung Q1 U$227,77 M - perampokan royalty Sell INCO Aneh, jangan2 di jual murah ke groupnya. Jadi di groupnya untung besar, Indonesia di kadalin, di bohongin. Harusnya ada intel yg menyelidiki, kenapa persentase untungnya lebih kecil dari ANTM, perlu investigasi. Jual INCO buang --- aris <[EMAIL PROTECTED]> wrote: > Pak Ryan - > > Bukannya harga INCO yang jual matte harusnya lebih > tinggi dari ferronickel? > Ferronickel kayaknya kandungan nickelnya jauh lebihs > edikit daripada nickel > matte. > > Salam - > > Aris > > 2007/5/7, Ryan Ariadi Suwarno <[EMAIL PROTECTED]>: > > > > PT INCO jual "nickel in matte" dimana nickel > content adalah 80%, jadi > > average harga nickel dikali dg 80%. > > Sedangkan "ferronickel" yang dijual ANTM adalah > nickel nya lgs, jd bs pake > > harga pasar langsung.. > > > > Ryan Ariadi Suwarno > > Research Department - (021) 5261326 > > > > PT Dongsuh Kolibindo Securities > > JL H.R. Rasuna Said Kav. 1&2 > > Jakarta 12950 > > > > > > ----- Original Message ----- > > *From:* geraldus oen <[EMAIL PROTECTED]> > > *To:* [email protected] > > *Sent:* Monday, May 07, 2007 1:22 PM > > *Subject:* Re: [saham] INCO untung Q1 U$227,77 M - > perampokan royalty Sell > > INCO > > > > Kenapa harga jual nickel PT INCO di bawah > > harga jual PT ANTM. > > Harga jual Nickel PT INCO $ 29.000 an > > harga jual Nickel PT ANTAM $ 35.000an > > Ada rekayasa keuangan, manipulasi ? > > Laporan keuangan INCO mengecewakan! > > > > --- beng <[EMAIL PROTECTED]> wrote: > > > > > Iya, payah banget nih INCO, termasuk perampokan > > > royalty ke negara. > > > > > > Di Lapkeu Q1nya tidak disebutkan berapa harga > rata-2 > > > penjualan nickelnya > > > dan juga berapa MT nickel yang dijual. > > > > > > Kalau diitung berdasarkan produksi tahunan > dibagi 4, > > > rata-2 harga > > > penjualannya (Q1 2007) dibawah US$25ribu /MT, > > > padahal harga wajar rata-2 > > > Q1 untuk kontrak yang paling panjang (27months) > > > sudah diatas US$26.6 > > > ribu /MT dan kalau yang 15 months kontrak sudah > > > diatas US$31ribu /MT. > > > Dari lapkeu nya disebut bahwa semua hasil nickel > > > matte-nya dijual ke > > > induk perusahan CVRD INCO & Sumitomo Metal, > pantes > > > saja dijualnya murah > > > banget, apa pemerintah RI gak ada yang audit > harga > > > nickel? > > > > > > Apa bisa mengajukan protest atas laporan > keuangan Q1 > > > tersebut? > > > > > > > > > -----Original Message----- > > > From: [email protected] > <saham%40yahoogroups.com> > > > [mailto:[email protected] > <saham%40yahoogroups.com>] On Behalf Of > > > troyan troyan > > > Sent: Wednesday, May 02, 2007 3:13 PM > > > To: [email protected] > <saham%40yahoogroups.com> > > > Subject: Re: [saham] Re: INCO untung Q1 227,77 M > > > > > > Ya dong.. profitnya jauh dibawah perkiraan > pasar. > > > Apalagi market akan bearish besar sebentar lagi. > > > makanya segera SHORT INCO kalo gak mau rugi :)) > > > > > > --- Bettina Tan <bettina.tan@ > > > <mailto:bettina.tan%40gmail.com> > > > gmail.com> wrote: > > > > > > > kenapa cuman Pak? Bukankah hasilnya sangat > bagus, > > > > apalagi harga nickel > > > > diprediksi akn mencapai 55.. > > > > > > > > On 5/2/07, laven_28 <[EMAIL PROTECTED] > > > <mailto:laven_28%40yahoo.com> > > > com> wrote: > > > > > > > > > > Inco cuman untung Q1 227,77 M bisnis > indonesia > > > > hari ini.. > > > > > > > > > > --- In [EMAIL PROTECTED] > > > <mailto:saham% <saham%25>40yahoogroups.com> com > > > > <saham%40yahoogroups.com>, Joe Grunk > > > > > <[EMAIL PROTECTED]> wrote: > > > > > > > > > > > > 2309 GMT [Dow Jones] COMMODITIES SUMMARY: > > > Crude > > > > fell back after > > > > > failing to hold above $66, tracking gasoline > > > > futures; June Nymex > > > > > crude down $1.31 at $64.40/bbl after > touching > > > > $66.15, Brent off 65 > > > > > cents at $67.00. Sell-off came ahead of > weekly > > > EIA > > > > data Wednesday > > > > > expected to show build in crude supplies. > "We > > > were > > > > sort of expecting > > > > > it after the recent rally," said Man > Financial's > > > > John Kilduff. "What > > > > > we're seeing is some profit-taking after the > > > > recent run up. The > > > > > charts have been looking very toppy." RBOB > > > > gasoline shed 1.47 cents. > > > > > June Comex gold fell $6.20 to $677.30/oz, > July > > > > silver 20.5 cents to > > > > > $13.37 as longs exited with oil lower; > precious, > > > > base metals trade > > > > > thin amid holidays. > > > > > > > > > > > > July platinum +$2.50 at $1,300.90/oz, June > > > > palladium +15 cents at > > > > > $374.15. Spot gold down $3.70 at $674.55/oz. > > > > > > > > > > > > Base metals staged late rally led by > copper, > > > > zinc, tin on CTA > > > > > buying, upbeat U.S. ISM manufacturing data; > 2nd > > > > day of national > > > > > strike by Peru's National Federation of > Mining, > > > > Metallurgy and Steel > > > > > Workers also helped. > > > > > > > > > > > > Copper +$230, lead off $10, zinc +$104, > > > aluminum > > > > down $14, nickel > > > > > +$900, tin +$225. (WJK) > > > > > > > > > > > > --------------------------------- > > > > > > Ahhh...imagining that irresistible "new > car" > > > > smell? > > > > > > Check outnew cars at Yahoo! Autos. > > > > > > > > > > > > > > > > > > > > > > > > > > > > ,___ > > > > > > > __________________________________________________ > > Do You Yahoo!? > > Tired of spam? Yahoo! Mail has the best spam > protection around > > http://mail.yahoo.com > > > > ------------------------------ > > > > No virus found in this incoming message. > > Checked by AVG Free Edition. > > Version: 7.5.467 / Virus Database: 269.6.5/792 - > Release Date: 5/6/2007 > > 9:01 PM > > > > > > > > > > -- > =========================== > Se queremos progredir, não devemos repetir a > história, === message truncated === ________________________________________________________ Kunjungi halaman depan Yahoo! Indonesia yang baru! http://id.yahoo.com/ ------------------------------------------------------------------------------ No virus found in this incoming message. Checked by AVG Free Edition. Version: 7.5.467 / Virus Database: 269.6.5/792 - Release Date: 5/6/2007 9:01 PM
