Harganya cocok dg LME 3M nickel koq, pak. Matte itu content nickel- nya 75%.
Harga jual yg ditulis oleh INCO adalah harga jual matte, bukan nickel-nya, bisa dicek lg di laporannya. Perhatikan: pada 4Q06 rata2 jual matte INCO adalah USD 24,765/tonne USD 24,765/mt adalah 75% dari harga rata2 LME 3M nickel pd 4Q06, yaitu USD 33,020/mt. Harga ini cocok dg kenyataan, bukan? Begitu pula dg 1Q07: ditulis harganya USD 29,149/mt. Itu jg 75% dari harga rata2 LME 3M nickel di 1Q07: USD 38,865/mt. Jadi semuanya cocok. Saya blm lihat laporan ANTM. Tp dugaan saya, bisa saja ANTM sudah menyatakan harga /tonne-nya dalam nickel murni, bkn ferronikel lg. Mungkin mesti dicek lbh teliti lagi. --- In [email protected], richmond lee <[EMAIL PROTECTED]> wrote: > > Perlu investigasi kali ya > > --- babon joe <[EMAIL PROTECTED]> wrote: > > > 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 > > > > > > > <joe_grunk@> 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. > > > > > > > > > > > > > > > > > > > > > > > > > === message truncated === > > > > > ________________________________________________________ > > Kunjungi halaman depan Yahoo! 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