[ob] Re: To: kang ocoy..tanya ITMG

[Dedy Sutendy]

On 1/10/10, Finaleone finale...@gmail.com wrote:

 Dear kang ocoy,

 Mohon pendapatnya itmg. Apakah cocok untuk invest. Mohon terawangan FA nya
 kang.
 Thanks.


 Best
 Dedy.
 Sent from my HTC

Re: [obrolan-bandar] dividen

[Dedy Sutendy]

Pak Halim,

Sorry nanya lagi :p...Bagaimana menurut bapak kalau saya tunggu LK Q3
yang sebentar lagi keluar. Buat lebih mastiin aja forecast dividennya.
Terima kasih


Regards

On 10/5/08, Halim Mintareja [EMAIL PROTECTED] wrote:
 tinggal back track aja history

 deviden
 operating profit growth

 kemudian dikombinasi dengan

 outlook
 Money Management buat alokasi dana
 TA buat cari entry exit

 sebelum masuk disiapkan dulu..kondisi kalau make mistake apa yang harus
 dilakukan

 saya dulu pernah make mistake dengan LMAS. Saya hitung deviden bakalan flat
 di kisaran 15 perak.
 Masuk lumayan banyak di 100-140
 cuman buat CL di 70-80 karena outlook earning hopeless



 2008/10/5 Finaleone [EMAIL PROTECTED]


 Dear pak halim n pak de,

 Menurut newbie, bearish kayak gini kenapa kita gak cari saham2 yang bisa
 memberikan dividen yang lumayan. Setidaknya diatas suku bunga deposito
 sekarang.
 Mohon pencerahan bapak2.
 Terima kasih

[obrolan-bandar] Globalcoal 27/6/2008

[Dedy Sutendy]

Dear all,

Newcastle Index 27/6/20008

30-May-08 151.70

06-Jun-08 158.53

13-Jun-08 160.23

20-Jun-08 162.66

27-Jun-08 172.10

Re: [obrolan-bandar] Re: BUMI technical

[Dedy Sutendy]

Wah Coal make new high lagi tuh..hehe

http://www.globalcoal.com/

09-May-08 133.63

16-May-08 134.85

23-May-08 138.35

30-May-08 151.70

06-Jun-08 158.53


On 6/6/08, freez z [EMAIL PROTECTED] wrote:

   Hari ini bumi gagal break out, gw udah sell dekat penutapan. bye2 om
 bakri. kalau di tutup di 8000 kemungkinannya balik ke suppornya dulu di
 7700.

 *hendrik_lwww [EMAIL PROTECTED]* wrote:

  hari ini kemungkinan penantuan BUMI, ^^
 Crash I : sentu 8000 nyungsep ke 4900
 Crash II : Setntuh 8500 nyungsep ke 7100
 Crash III (masih tanda tanya) : hari ini sentuh 8150
 kalau ditutup di bawah psikologis 8000 ngga tau bakalan nyungsep kemana
 lagi...


  

[obrolan-bandar] Coal naek lagi

[Dedy Sutendy]

http://www.globalcoal.com/




25-Apr-08   129.85  

02-May-08   133.00  

09-May-08   133.63  

16-May-08   134.85  

23-May-08   138.35


NEW HIGH ??

[obrolan-bandar] BUMI Signed contract at US$132/t

[Dedy Sutendy]

Dari globalcoal,

http://www.globalcoal.com/news/coalnews.cfm


Indonesia's Bumi signs coal deals at $132/tonne
Indonesia's largest coal miner, PT Bumi Resources Tbk , has negotiated a 120 
percent price hike for 2008 thermal coal deliveries to some Japanese utilities, 
traders said on Thursday. 

Bumi last week agreed to sell 5 million tonnes of thermal coal at $132 a tonne 
to some Japanese utilities, two industry sources said, while other Japanese 
utilities have signed index-linked supply contracts with Bumi at $6 above the 
globalCOAL benchmark index. 

(Source:Reuters)

[obrolan-bandar] BUMI Signed contract at US$132/t

[Dedy Sutendy]

Dari globalcoal,

http://www.globalcoal.com/news/coalnews.cfm


Indonesia's Bumi signs coal deals at $132/tonne
Indonesia's largest coal miner, PT Bumi Resources Tbk , has negotiated a 120 
percent price hike for 2008 thermal coal deliveries to some Japanese utilities, 
traders said on Thursday. 

Bumi last week agreed to sell 5 million tonnes of thermal coal at $132 a tonne 
to some Japanese utilities, two industry sources said, while other Japanese 
utilities have signed index-linked supply contracts with Bumi at $6 above the 
globalCOAL benchmark index. 

(Source:Reuters)

[obrolan-bandar] BUMI signed contract at US$ 132

[Dedy Sutendy]

Dari globalcoal,

http://www.globalcoal.com/news/coalnews.cfm


Indonesia's Bumi signs coal deals at $132/tonne
Indonesia's largest coal miner, PT Bumi Resources Tbk , has negotiated
a 120 percent price hike for 2008 thermal coal deliveries to some
Japanese utilities, traders said on Thursday.

Bumi last week agreed to sell 5 million tonnes of thermal coal at $132
a tonne to some Japanese utilities, two industry sources said, while
other Japanese utilities have signed index-linked supply contracts
with Bumi at $6 above the globalCOAL benchmark index.

(Source:Reuters)

[obrolan-bandar] Newcastle Thermal Coal Price Benchmark 2/5/2008

[Dedy Sutendy]

nbspNEWC Index 

04-Apr-08   119.59  

11-Apr-08   125.42  

18-Apr-08   130.93  

25-Apr-08   129.85  

02-May-08   133.00

[obrolan-bandar] Kang..tolong!!

[Dedy Sutendy]

Kang ocoy yg ganteng,


Kang, benchmark coal price jepang kan uda keluar tuh US$125/t. Xstrata uda deal 
tuh dgn chubu.

Nah, tentu hrg contract ini bisa jadi patokan buat coal dari china n indonesia.
Kalo BUMI bisa dpt harga US$125/t, kira2 berapa average selling price 2008? 
Katanya 40% production 2008 uda priced di US$53 ytd?

Tolong donk kang itungin ASP 2008 nya BUMI..hehe.


Tenkiu kang.


Regards
Dedy

RE: [obrolan-bandar] Re: FM Asing embat BUMI

[Dedy Sutendy]

Pak andi


Data tsb bpk dapat dari website mana? FM nya dari negara mana pak? Koq dia ga 
lebih prefer Xstrata atau rio yg lebih gede? Apa alasannya?
Sory kalo pertanyaannya newbie banget abis masih oon sih..hehe


Regards,
DS

-Original Message-
From: andi_wahyudi2000 [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: 31/03/08 7:51 PM
Subject: [obrolan-bandar] Re: FM Asing embat BUMI

3/24/08 : 8.857
3/25/08 : 8.949 
3/26/08 : 8.658
3/31/08 : 9.047

Tanya kenapa ? :-)

--- In obrolan-bandar@yahoogroups.com, Wiro Milis [EMAIL PROTECTED]
wrote:

 Market vectors coal ETF (KOL) ya Pak? Semlm lihat klo BUMI emang
menempati
 posisi plg atas dalam daftar holding etf ini, weighted sktr 8-9% klo gak
 salah, tapi nggak tau deh sehari seblmnya. Tapi kmrn kan gak ada
asing yg
 net buy BUMI secara siginifikan ya? Mungkin pembelian2 seblumnya dan
baru di
 list di daftar holdingnya semlm?
 
 2008/3/27 Andi Wahyudi [EMAIL PROTECTED]:
 
   Ada yg menarik,
  sebuah FM dari sebuah ETF asing embat BUMI dalam 1 hari ini.
Prosentase
  net aset dari BUMI naik dibanding sehari lalu
 
 
 

[obrolan-bandar] HELP..tips bermain margin

[Dedy Sutendy]

Dear all,


Ada yg bisa kasih tips menggunakan margin gimana yg tepat? margin itu
ada berapa jenis sih? ada yg bunga harian trus ada yg bunga tahunan jg
ya?
Thanx atas bantuannya.


Regards
DS

[obrolan-bandar] FW: Help!..Tips bermain margin.

[Dedy Sutendy]

-Original Message-
From: Dedy Sutendy [EMAIL PROTECTED]
To: [EMAIL PROTECTED]
Sent: 30/03/08 11:57 AM
Subject: Help!..Tips bermain margin.


Dear all,


Ada yang bisa kasih tips yg tepat dalam menggunakan margin? Trims.


Regards,
DS

Re: [obrolan-bandar] Re: BUMI: Auf Deutsch

[Dedy Sutendy]

Pak Andi,


Kalau bole tau berapa target price BUMI dec 2008 menurut bapak?
Trims.

Regards,

On 3/13/08, swan silo [EMAIL PROTECTED] wrote:
 apa artinya tuh semua?diterjemahin dongbiar org pada ngerti


 - Original Message 
 From: kang_ocoy_maen_saham [EMAIL PROTECTED]
 To: obrolan-bandar@yahoogroups.com
 Sent: Thursday, March 13, 2008 1:56:58 PM
 Subject: [obrolan-bandar] Re: BUMI: Auf Deutsch

 many intereting phrases from Bung Andi's info, but my fave were ;

 Servicers would at present offer ton of coal up to 110 USD per. But
 for this price hardly something is to be gotten.

 Hardly Something Is To Be Gotten... ha,

 --- In obrolan-bandar@ yahoogroups. com, Andi Wahyudi
 andi_wahyudi2000@ ... wrote:
 
  05. März 2008 | 17:06 Uhr Kommentieren | Artikel drucken | Artikel
 versenden
  Bumi Resources weiter kaufen
 
  Detmold (aktiencheck. de AG) - Die Experten vom Asia Investor
 raten unverändert zum Kauf der Bumi Resources-Aktie (ISIN
 ID168703/ WKN 895404).
 
  Auf Grund von Gewinnmitnahmen sei der Titel von Bumi Resources
 unter Druck geraten. Das Papier befinde sich aber weiterhin in seinem
 Aufwärtstrend und die Experten würden für die kommenden Handelstage
 eine rasche Erholung erwarten.
 
  Die Geschäftsführung von Bumi Resources gehe davon aus, den
 durchschnittlichen Verkaufspreis für Kohle in diesem Jahr um 59% gg.
 VJ steigern zu können. //'); //]]
 
 
 
 
 
  Bereits jetzt habe die Gesellschaft gut 40% der diesjährigen
 Produktion am Warenterminmarkt verkauft.
 
  Versorger würden derzeit bis zu 110 USD je Tonne Kohle bieten. Doch
 für diesen Preis sei kaum etwas zu bekommen. Mittlerweile würden
 Lieferverträge mit Preisen von 135 USD je Tonne abgeschlossen.
 
  Die Perspektiven für Bumi Resources würden hervorragend bleiben.
 Der Konzern werde seinen operativen Gewinn in diesem Jahr mehr als
 verdreifachen. Damit bestehe noch viel Luft für weitere Kursgewinne.
 Das geschätzte KGV liege bei unter 20.
 
  Die Experten vom Asia Investor bleiben bei ihrer Kaufempfehlung
 für die Bumi Resources-Aktie und empfehlen, die Position mit einem
 Stop-loss-Kurs bei 0,47 Euro abzusichern. (Ausgabe 10 vom 05.03.2008)
 (05.03.2008/ ac/a/a).
 
  Send instant messages to your online friends
 http://uk.messenger .yahoo.com
 






 
 Be a better friend, newshound, and
 know-it-all with Yahoo! Mobile.  Try it now.
 http://mobile.yahoo.com/;_ylt=Ahu06i62sR8HDtDypao8Wcj9tAcJ

RE: [obrolan-bandar] Re: Thank's pak tbumi, Ben Bernanke, Bettina Tan Dean Earwic

[Dedy Sutendy]

Gila ni thread!! Jd gatel ga komen hihi.. Pada gokil kalo uda nongol yg bening2 
spt si feli ini hehe.. Untuk feli  pick hari ini :
Strong buy : DE, boyz, ocoy
Hold : embah..sory mbah j/k hehe

Ayoo tariik cooy..

-Original Message-
From: SSTrader-03 [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: 17/02/08 11:05 PM
Subject: Re: [obrolan-bandar] Re: Thank's pak tbumi, Ben Bernanke, Bettina Tan 
 Dean Earwic

Neng...mohon dishare yg dah japrian sapah ajah

Hi..hi..hi...jangan2 dah penuh emailnya



2008/2/17 jsxtrader [EMAIL PROTECTED]:

   Kalo masalah Growth..., udh dari tadi nih...ha..ha.ha..

 --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com,
 SSTrader-03 [EMAIL PROTECTED]
 wrote:
 
  Dijamin Panjang dan lama 
 
  Gimana Valueasinya ama Growthnya (GARP) kang ocoy?
 
  Dijamin no 1 nich...
 
 
 
 
  Eh aku juga mau register nich
 
  Terlampir photonya'...
 

  

RE: [obrolan-bandar] Re: Senin IHSG warna MERAH lagi angpaonya

[Dedy Sutendy]

Gimana kalo BUMI pak budi? Newcastle spot price a benchmark for asia coal price 
uda hit new high lagi tuh..US$ 139.

Salam,


-Original Message-
From: budi zhu [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: 16/02/08 11:32 AM
Subject: Re: [obrolan-bandar] Re: Senin IHSG warna MERAH lagi angpaonya

Dear Pak Boyz,

Kalo *Stock Picking* Pak Boyz buat hari Senin kira-kira apa ya, Pak?


Best Regards,

budi

RE: [obrolan-bandar] Re: Senin IHSG warna MERAH lagi angpaonya

[Dedy Sutendy]

Pak budi,

Saya sebenarnya gak ngerti TA cuma bisa sedikit FA. Dan saya percaya in long 
run FA speaks louder than TA. Yah..depend on our invesrment style juga sih.

In BUMI case,saya prefer dia drpd coal company lain krn:
1. Size..leader in the sector.
2. High ROE
3. Sustainable  high earnings growth

Kalo ITMG saya belum riset dia gimana. Saya senang karena pak budi mau berbagi 
opini dgn saya.

Salam,


-Original Message-
From: budi zhu [EMAIL PROTECTED]
To: obrolan-bandar@yahoogroups.com
Sent: 16/02/08 4:28 PM
Subject: Re: [obrolan-bandar] Re: Senin IHSG warna MERAH lagi angpaonya

Dear Pak Dedi,

Saya sih suka dengan BUMI. Secara fundamental sih OK, apalagi coal price
naik trus.

Namun ada beberapa sekuritas yg mendowngrade BUMI.
Dan beberapa indikator TA menunjukkan BUMI telah Overbought
dan asing mulai jualan.
Tidak tertutup kemungkinan sih BUMI akan naik trus kalo trendnya kuat.

Saya justru masuk ke ITMG, Pak Dedi.
Karena indikator TA saja.

Note: Masih menunggu Pak Boyz posting.


Best Regards,

budi

[obrolan-bandar] Bullish or Bearish?

[Dedy Sutendy]

Pak DE

Jadi kesimpulannya kita uda mulai memasuki masa bullish atau masih akan bearish?

Thanx atas guidance nya pak!


Regards

[obrolan-bandar] BUMI sell coal US$ 85 /t

[Dedy Sutendy]

'Some Japanese utilities have also agreed with Indonesia's Bumi Resources 
BUMI.JK to buy 2008 coal supplies at about $85 a tonne in November.'