Yah uda rada basi report awal July sekarang uda mau akhir Agustus..
On 8/20/09, Einhernjar ferl...@gmail.com wrote:
He he he...Kalo gitu PTBA dan kawan2 bakal MAEN donk...ngarep.com
On 8/20/09, CUMI.JK (Buy, TP 5000) cumie...@gmail.com wrote:
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BUY, BUY, BUY! KEEP BUYING AND NEVER SELL!
Coal Price Forecast Upgrade
We have raised our coal price forecasts principally in response to
improving
supply/demand fundamentals in Asia/Pacific. We now believe that the
balance
of risk for 2010/11 fixed price contracts is for a price increase rather
than a
decrease. *We prefer metallurgical coal over thermal coal*.
*Metallurgical Coal*
• *We have raised our 2010/11 Australia/Japan benchmark forecast for*
*hard coking coal to US$140/t (previously US$120/t) and have*
*maintained prices at this level in 2011/12 (previously US$110/t)*.
• Strong demand from China and India, together with an anticipated
recovery in demand from key importers such as Europe and Japan will
put pressure on Australian supply chains, drawing more higher cost
north American and possibly Russian coal into the system.
• PCI price forecast raised to $100/t, largely due to Chinese demand.
*Thermal Coal*
• Fundamentals slightly less robust than for metallurgical but *export*
*constraints in Australia (and possibly Indonesia) could result in a much*
*tighter market by late 2009*, paving the way for higher contract prices.
• We have raised our benchmark 2010/11 price forecast to $80/t.
*Where are the Risks?*
• Weaker than expected pick up in steel production outside China (notably
Europe and Japan) leading to delayed/muted re-stocking.
• Chinese contractual performance risk: foreign coal could price itself
out
of the market leading to defaults on booked tonnage.
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