Apa bedanya dibacking 1 ataupun 1000 perusahaan, kalau sumber uangnya dari 1
tempat?
Kalo Soros / Buffet yang masuk, mgk harganya akan cpt melejit, krn si bandar
BUMI unlikely akan membiarkan barang murahnya disosot bandar lain..
On Mon, Dec 1, 2008 at 9:26 AM, John Rull <[EMAIL PROTECTED]> wrote:
> Menurut saya denga adanya transaksi oleh Northstar dan Ancora maka
> posisi BUMI akan semakin baik KARENA AKAN di backing oleh beberapa
> perusahaan yg memiliki modal yg cukup besar, jadi hari ini
> seharusnya harga saham BUMI akan naik.
>
> --- In obrolan-bandar@yahoogroups.com ,
> Iwan Tono <[EMAIL PROTECTED]>
> wrote:
> >
> >
> > Ancora gets up to 5 pct of Bumi Resources: source
> > Sat Nov 29, 2008 12:02am EST
> >
> > Email | Print |
> > Share| Reprints | Single Page | Recommend (0)
> > [-] Text [+]
> > By Sara Webb
> > JAKARTA (Reuters) - Ancora Capital Management (Asia), an
> Indonesian private equity firm, has taken a stake of up to 5 percent
> in coal miner Bumi Resources (BUMI.JK: Quote, Profile, Research,
> Stock Buzz), worth about $75 million, a person familiar with the
> situation said on Saturday.
> > Bumi, Indonesia's biggest coal miner, was the prize asset in the
> diversified Bakrie group, which has been struggling to raise money
> in order to repay about $1.2 billion of debt at a time when
> investors are pulling out of emerging markets such as Indonesia amid
> a global financial crisis and credit crunch.
> > Late on Friday night, the Bakrie group announced that most of its
> short-term debt problems had been settled following a deal with
> Indonesian private equity firm Northstar Pacific.
> > Patrick Walujo, Northstar's founder, said the investment firm
> would take over a "significant" chunk of the $1.2 billion owed by
> the Bakrie group in a bid to convert it into shares in Bumi.
> > Separately, Ancora is taking over Bumi shares that had been held
> by JPMorgan as collateral against a loan of $70-100 million, the
> person familiar with the situation told Reuters.
> > Ancora, which is focused on investing in Indonesia's natural
> resources sector and infrastructure, was set up earlier this year by
> Gita Wirjawan, the former head of JPMorgan's (JPM.N: Quote, Profile,
> Research, Stock Buzz) Indonesian business, and raised about $300
> million to invest.
> > Bumi controls two major coal mines, PT Kaltim Prima Coal and PT
> Arutmin Indonesia, located in Indonesia's resource-rich East
> Kalimantan province. Both mines produce high quality coal used in
> power plants. The coal-mining firm aims to sell 60 million tonnes of
> coal this year, or around a quarter of Indonesian output.
> > Bumi was briefly the biggest firm by market capitalization on the
> Indonesian bourse when its share price peaked in June.
> > But concerns over the Bakrie group's debts, coupled with the
> retreat in commodity prices and global market sell-off, knocked
> Bumi's share price down from an all-time high of 8,750 rupiah to a
> 2009 low of 640 rupiah in November, or less than one-tenth of the
> peak value.
> > Bakrie & Brothers (BNBR.JK: Quote, Profile, Research, Stock Buzz),
> the listed holding company, is controlled by the family of
> Indonesia's chief social welfare minister Aburizal Bakrie, and has
> interests in palm oil, property and telecoms.
> > The group borrowed heavily to finance an aggressive expansion,
> using shares in Bumi as collateral.
> > As Bumi's stock plunged, some creditors started to sell off shares
> in Bumi that had been held as collateral, depressing the share price
> even further, brokers said.
> > Bumi shares on Friday closed at 1,010 rupiah, up 9.8 percent on
> the day.
> > (Editing by Tomasz Janowski)
> >
> >
> >
> >
> >
> > From: jsx_consultant <[EMAIL PROTECTED]>
> > To: obrolan-bandar@yahoogroups.com
> > Sent: Saturday, November 29, 2008 8:01:58 PM
> > Subject: [obrolan-bandar] Re: MACQUARIE how will the dice roll for
> bakrie? (BUMI)
> >
> >
> > --- In obrolan-bandar@ yahoogroups. com, bobby gosal
>
> > wrote:
> > >
> >
> > Orang engga henti henti nya mencoba menghitung nilai BUMI...
> >
> > Menurut pak Kidod saham BUMI di BNBR ada 19,27%, coba bandingkan
> > ama hitungan Macquairie:
> >
> > - Dari pdf kiriman Pak Bobby Gosal: Menurut Macquire saham BUMI
> > yg di repo di Oddickson ada $334 juta dollar per tgl 21/11
> > dengan menggunakan Last Traded price yaitu tgl laporan Macquire.
> > Pada tgl 21/11 harga BUMI close di 710 perak.
> > - Jadi jumlah lembah saham BUMI yg ada di Oddickson =
> > $334 x kurs 12000/ 710 = 5,65 juta lembar atau 29%.
> >
> > Mana yg benar 19,27% atau 29% ?. Sepertinya yg lebih masuk akal
> > adalah 19,27%
> >
> > Jadi sesudah Deal Nortstar:
> > - Northstar punya BUMI 19,27%
> > - BNBR punya sekitar 15%
> >
> > Status REPO BUMI:
> > - Nortstar repo BUMI 19,27% ex punya BNBR dan
> > - BNBR masih punya repo BUMI 7% dicreditur lain selain Oddickson.
> >
> > Jadi STATUS Repo BUMI sesudah deal Nortstar sebenarnya belum
> > be
