Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? -- Bingung
Saya hanya bisa bilang, trader yang kemaren telah membuat *smart movements for his own investment*. Kalau secara garis besar, jika si trader kemaren membuat movement beli mulai dari harga 14750 (low) sampai 15950 (high), jika asumsi mengambil posisi beli secara prorata di kontinum lo - hi, rata2 pembelian di harga 15350. Sesi pertama hari ini harga sudah 15650 (walaupun sentimen harga nikel di bursa komoditi dunia sedang turun selama beberapa hari, dan saya rasa juga tidak akan turun drastis lagi sebelum pengumuman ANTM Q1 report keluar) dan secara kasar si trader telah untung sekitar 2%. Jika nanti ANTM Q4 report telah dirilis minggu besok, dengan ekspektasi laba sebesar 1 trilyun, kalau saya tidak salah hitung, annualized EPS tahun 2007 2x EPS 2006. Dengan asumsi bahwa trend penurunan harga nikel dunia hanya merupakan fluktuasi yang sifatnya temporer, sebenarnya, harga ANTM berpotensi akan naik lebih dari 2x lipat harga sekarang dalam kurun waktu sampai akhir tahun, alias mungkin saja bisa mencapai Rp30ribu sampai akhir tahun. Jika ini terjadi, bayangkan, si trader bisa berpotensi meraup keuntungan kasar lebih dari 100%. Dengan modal ratusan milyar, saya rasa potensi keuntungan tersebut tidak lah jelek. Dan saya juga berkeyakinan, ANTM pasti mempunyai fundamental yang cukup baik jika hanya untuk periode selama 1 tahun ke depan dan saya rasa juga mekanisme pasar tidak akan membiarkan begitu saja menjatuhkan harga nikel dengan sangat dalam dalam 1 tahun ke depan. On 4/27/07, ALX [EMAIL PROTECTED] wrote: Yang paling enak sih BOW kalo masih ada duit buat trader... bisa swing... kan asyik... ALX On 4/27/07, Sriwisnu-gmail [EMAIL PROTECTED] wrote: Yang hobi ama saham INCO ANTM bingung. Rumors net profit ANTM 1T membuat ekspektasi harga harusnya naik tinggi. Berita Harga Nickle LME turun membuat ekspektasi harga harusnya ikut turun. Liat di market pagi ini turun tapi ada tarik menarik di ANTM. bingung nih mau jual atau mau tambah muatan... Sore hari ada trader gila lagi gak yach ?... -- [EMAIL PROTECTED]
Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? -- Bingung
fyi, bila berdasar lapkeu Q4 waktu itu harga nickel HANYA 31800, harga nickel saat ini sekitar 47rb.. masih jauuuh EPS ANTM Q4 = 390 = 1560 annualized EPS INCO Q4 = $0.267 * IDR 9000 = IDR 2403 atau setara IDR 9612 PER ANTM saat ini = 10x PER INCO saat ini = 6x bila PER INCO = 10x seperti ANTM saat ini, pantesnya sih harganya = 9612 * 10 = 96120 harga saat ini = 61rb an... hitung sendiri berapa diskon dan potensi upside nya? masi gak percaya juga... hayuuk kita tunggu hasil lapkeu Q1 2007 gimana hasilnya ayooo.. short terus ampe keluar lapkeu kl emang sakti.. hehhehehehheheee Yahoo! Groups Links * To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ * Your email settings: Individual Email | Traditional * To change settings online go to: http://groups.yahoo.com/group/obrolan-bandar/join (Yahoo! ID required) * To change settings via email: mailto:[EMAIL PROTECTED] mailto:[EMAIL PROTECTED] * To unsubscribe from this group, send an email to: [EMAIL PROTECTED] * Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya?
Numpang tanya bagi yang tahu, mana yang lebih besar marketnya crude oil atau nickel dan tins? Mana yang lebih vital kebutuhannya minyak mentah dengan kedua logam berat tersebut? Kalau dalam waktu singkat minyak mentah bisa turun dari $ 80an sempat kembali ke $ 50an, apakah hal tersebut tidak bisa terjadi pada harga tins dan nickel di LME? --- Dhany [EMAIL PROTECTED] wrote: Setuju banget.. Rasanya nggak akan semudah itu untuk switch produksi dan switch market Tapi ya namanya aja bandar, semua news bisa dijadikan senjata to..? - Original Message - From: Hanindyo Notohatmodjo To: obrolan-bandar@yahoogroups.com Sent: Friday, April 27, 2007 11:34 AM Subject: Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? Hallo, Saya kira tidak perlu khawatir akan berita diatas. Stainless Steel itu memiliki keunggulan yakni tahan karat, tahan perubahan suhu, mudah di fabrikasi, kuat, estetik, higenis, memiliki life cycle cost yang murah dibandingkan logam-logam lainnya. Masing masing punya karakter dan fungsi tersendiri berturut-turut (A - F - M): Basic properties excellent corrosion resistance in organic acid, industrial and marine environments. excellent weldability (all processes) excellent formability, fabricability and ductility excellent cleanability, and hygiene characteristics good high and excellent low temperature properties (high toughness at all temperatures) non magnetic (if annealed) hardenable by cold work only (These alloys are not hardenable by heat treatment) moderate to good corrosion resistance increasing with chromium content not hardenable by heat treatment and always used in the annealed condition magnetic weldability is poor formability not as good as the austenitics moderate corrosion resistance can be hardened by heat treatment and therefore high strength and hardness levels can be achieved poor weldability magnetic Comon uses computer keyboard key springs (301) kitchen sinks (304D) food processing equipment architectural applications chemical plant and equipment automotive trim (430) automotive exhausts (409) colliery equipment (3CR12) hot water tanks (444) Knife blades surgical instruments shafts spindles pins Dibawah juga saya sertakan tiga jenis stainless steel yang umum diproduksi di dunia, Austenitic, Ferritic dan Martenitic. CHEMICAL AND PHYSICAL PROPERTIES OF STAINLESS STEEL 304 430 410 Chemical Composition (Austenitic) (Ferritic) (Martenitic) (Max. unless otherwise noted) Carbon 0.08 0.12 0.15 Manganese 2.00 1.00 1.00 Phosphorus 0.045 0.04 0.04 Sulfur 0.03 0.03 0.03 Silicon 1.00 1.00 1.00 Chromium 18.00 -20.00 16.00 -18.00 11.5 -13.50 Nickel 8.00 -10.50 Tensile Strength Ksi 84 75 70 MPa 579 517 483 Yield Strength (0.2% offset) Ksi 42 50 45 MPa 290 345 310 Elongation (in 2 / 50.8 mm) === message truncated === __ Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com
Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? -- Bingung
for one year, it's true but not for now. so, bozz you are challenged to SHORT inco and antm i am with you bozz and will help you to SHORT these stocks come on On 4/27/07, Odink [EMAIL PROTECTED] wrote: fyi, bila berdasar lapkeu Q4 waktu itu harga nickel HANYA 31800, harga nickel saat ini sekitar 47rb.. masih jauuuh EPS ANTM Q4 = 390 = 1560 annualized EPS INCO Q4 = $0.267 * IDR 9000 = IDR 2403 atau setara IDR 9612 PER ANTM saat ini = 10x PER INCO saat ini = 6x bila PER INCO = 10x seperti ANTM saat ini, pantesnya sih harganya = 9612 * 10 = 96120 harga saat ini = 61rb an... hitung sendiri berapa diskon dan potensi upside nya? masi gak percaya juga... hayuuk kita tunggu hasil lapkeu Q1 2007 gimana hasilnya ayooo.. short terus ampe keluar lapkeu kl emang sakti.. hehhehehehheheee Yahoo! Groups Links
Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? -- Bingung
can u see the result? i think bozz will make inco 58500, ok bozz! next 60rb will become my target On 4/27/07, Odink [EMAIL PROTECTED] wrote: fyi, bila berdasar lapkeu Q4 waktu itu harga nickel HANYA 31800, harga nickel saat ini sekitar 47rb.. masih jauuuh EPS ANTM Q4 = 390 = 1560 annualized EPS INCO Q4 = $0.267 * IDR 9000 = IDR 2403 atau setara IDR 9612 PER ANTM saat ini = 10x PER INCO saat ini = 6x bila PER INCO = 10x seperti ANTM saat ini, pantesnya sih harganya = 9612 * 10 = 96120 harga saat ini = 61rb an... hitung sendiri berapa diskon dan potensi upside nya? masi gak percaya juga... hayuuk kita tunggu hasil lapkeu Q1 2007 gimana hasilnya ayooo.. short terus ampe keluar lapkeu kl emang sakti.. hehhehehehheheee Yahoo! Groups Links
Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? -- Bingung
amin.. bisa jadi menyenangkan buat semuanya yg short untung, yg profit taking dan dapat dividen yg ngumpulin barang sejak 45rb jg untung.. yg nerusin invest jg untung krn dapat harga murah. bukan begitu bukan? On Fri, 27 Apr 2007 15:43:14 +0700, Swing Trader [EMAIL PROTECTED] wrote: can u see the result? i think bozz will make inco 58500, ok bozz! next 60rb will become my target Yahoo! Groups Links * To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ * Your email settings: Individual Email | Traditional * To change settings online go to: http://groups.yahoo.com/group/obrolan-bandar/join (Yahoo! ID required) * To change settings via email: mailto:[EMAIL PROTECTED] mailto:[EMAIL PROTECTED] * To unsubscribe from this group, send an email to: [EMAIL PROTECTED] * Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? -- Bingung
how about people who buy this stock (ANTM, INCO) using margin and their margin has reached 50%. BOZZ will shatter their hope that these stocks can reach 18k and 100k, because of MARGIN CALL so... Don't be greedy be SMART, I think you are SMART investor because you understand FA from me SwingTrader On 4/27/07, Odink [EMAIL PROTECTED] wrote: amin.. bisa jadi menyenangkan buat semuanya yg short untung, yg profit taking dan dapat dividen yg ngumpulin barang sejak 45rb jg untung.. yg nerusin invest jg untung krn dapat harga murah. bukan begitu bukan? On Fri, 27 Apr 2007 15:43:14 +0700, Swing Trader [EMAIL PROTECTED] wrote: can u see the result? i think bozz will make inco 58500, ok bozz! next 60rb will become my target Yahoo! Groups Links
[obrolan-bandar] Berita nikel ini, apa pengaruhanya ya?
Dear rekans, Berita ttg nikel ini, apa pengaruhanya ya terhadap ANTM dan INCO untuk short, med dan long term? Posco introduces nickel-free stainless steel Posco, the world's fourth-largest steel maker, will raise output of a nickel-free stainless steel fivefold next year as the price of nickel has hit a record. Posco plans to sell 10,000 tonnes a month of the steel, which it introduced this month, from 2,000 this year, the Pohang-based firm said yesterday. The steel, which uses chromium instead of nickel, is the equivalent of US$2,470 a tonne, half the price of so-called 300-series cold-rolled coil steel. Posco has raised stainless steel prices four times this year because of the cost of nickel. While Posco's product is not the first of its kind and may be similar to products in U.S. markets, it does represent the acceleration in substitution by consumers, said Alan Heap, Citigroup analyst. It's a trend towards low and no nickel content alloys and away from austenitic nickel steel that's being driven by high nickel prices and short availability. Citigroup expects substitution will likely slow nickel consumption growth in 2007 to 7.5%, from 10.5% in 2006. However, it still expects a supply deficit of 9,000 tons.
Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya?
*Sekedar tambahan berita dari bloomberg* Nickel Falls on Speculation Steelmakers May Cut Use; Tin Drops By Brett Foley and Chanyaporn Chanjaroen April 26 (Bloomberg) -- Nickel extended a decline for a third consecutive day in London on speculation that stainless- steel makers, the biggest consumers of the metal, will cut use. Tin and copper also dropped. Posco, the world's fourth-largest steelmaker, will increase output of a nickel-free stainless-steel product fivefold by next year after nickel rose to a record, the South Korean company said yesterday. Nickel consumers are using stockpiles, said Michael Widmer, head of metals research at Calyon, one of 11 companies trading on the London Metal Exchange's floor. ``It's the demand side that is taking prices lower,'' Widmer said in a telephone interview in London. Nickel for delivery in three months on the LME dropped $750, or 1.6 percent, to $46,550 a metric ton as of 1:40 p.m. local time. The contract traded at $50,200 a ton April 24, the highest ever. The metal has gained 40 percent this year as demand from China, the world's largest user, expanded. Prices are ``excessive'' and may lead to a decline, Eramet SA, operator of the world's largest ferronickel plant, said yesterday. Stainless-steel production growth will slow to 1.6 percent this year, triggering a decline in nickel prices, steel industry consulting company MEPS (International) Ltd. said April 2. Outokumpu Oyj said April 24 it will cut its stainless-steel output by about 10 percent in the second quarter because customers are using inventories instead of placing orders. Inventories of nickel monitored by the LME gained 4.3 percent to 5,052 tons, taking the increase for this week to 25 percent. Stockpiles are still ``low,'' Widmer said. Peru Strike Tin fell for a third consecutive day on speculation that Indonesia, the world's second-largest producer of the metal, will export more metal. The Southeast Asian nation's government awarded five more tin-export licenses, bringing to 10 the number of companies that can ship the metal overseas. The metal dropped $190 to $13,310 a ton on the LME. Copper declined $100, or 1.3 percent, to $7,760 a ton, after earlier rising as much as 1.1 percent to $7,948 a ton. The price will be supported by falling stockpiles and a labor dispute in Peru, Alex Heath, head of the base-metals trading team at RBC Capital Markets in London, said by telephone. Inventories monitored by the LME fell for an eighth consecutive day to their lowest since Dec. 7. Workers from Southern Copper Corp.'s Ilo smelter said they will strike over wages as soon as April 28. The Phoenix-based company is the world's fifth-largest copper producer. At least 48 Peruvian labor unions said they will join a national mining strike on April 30, Jesus del Castillo, a spokesman for the Lima-based Mining Federation, said April 20. The group represents about 28,000 mine was unchanged at $2,822 a ton, lead fell $10 to $1,970, and zinc dropped $35 to $3,720. To contact the reporters on this story: Brett Foley in London at [EMAIL PROTECTED] ; Chanyaporn Chanjaroen in London at [EMAIL PROTECTED] On 4/27/07, Wiro Hardy [EMAIL PROTECTED] wrote: Dear rekans, Berita ttg nikel ini, apa pengaruhanya ya terhadap ANTM dan INCO untuk short, med dan long term? Posco introduces nickel-free stainless steel Posco, the world's fourth-largest steel maker, will raise output of a nickel-free stainless steel fivefold next year as the price of nickel has hit a record. Posco plans to sell 10,000 tonnes a month of the steel, which it introduced this month, from 2,000 this year, the Pohang-based firm said yesterday. The steel, which uses chromium instead of nickel, is the equivalent of US$2,470 a tonne, half the price of so-called 300-series cold-rolled coil steel. Posco has raised stainless steel prices four times this year because of the cost of nickel. While Posco's product is not the first of its kind and may be similar to products in U.S. markets, it does represent the acceleration in substitution by consumers, said Alan Heap, Citigroup analyst. It's a trend towards low and no nickel content alloys and away from austenitic nickel steel that's being driven by high nickel prices and short availability. Citigroup expects substitution will likely slow nickel consumption growth in 2007 to 7.5%, from 10.5% in 2006. However, it still expects a supply deficit of 9,000 tons.
Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya?
SELL INCO ANTM? On 4/27/07, Dodi Aulia [EMAIL PROTECTED] wrote: *Sekedar tambahan berita dari bloomberg* Nickel Falls on Speculation Steelmakers May Cut Use; Tin Drops By Brett Foley and Chanyaporn Chanjaroen April 26 (Bloomberg) -- Nickel extended a decline for a third consecutive day in London on speculation that stainless- steel makers, the biggest consumers of the metal, will cut use. Tin and copper also dropped. Posco, the world's fourth-largest steelmaker, will increase output of a nickel-free stainless-steel product fivefold by next year after nickel rose to a record, the South Korean company said yesterday. Nickel consumers are using stockpiles, said Michael Widmer, head of metals research at Calyon, one of 11 companies trading on the London Metal Exchange's floor. ``It's the demand side that is taking prices lower,'' Widmer said in a telephone interview in London. Nickel for delivery in three months on the LME dropped $750, or 1.6percent, to $46,550 a metric ton as of 1:40 p.m. local time. The contract traded at $50,200 a ton April 24, the highest ever. The metal has gained 40 percent this year as demand from China, the world's largest user, expanded. Prices are ``excessive'' and may lead to a decline, Eramet SA, operator of the world's largest ferronickel plant, said yesterday. Stainless-steel production growth will slow to 1.6 percent this year, triggering a decline in nickel prices, steel industry consulting company MEPS (International) Ltd. said April 2. Outokumpu Oyj said April 24 it will cut its stainless-steel output by about 10 percent in the second quarter because customers are using inventories instead of placing orders. Inventories of nickel monitored by the LME gained 4.3 percent to 5,052 tons, taking the increase for this week to 25 percent. Stockpiles are still ``low,'' Widmer said. Peru Strike Tin fell for a third consecutive day on speculation that Indonesia, the world's second-largest producer of the metal, will export more metal. The Southeast Asian nation's government awarded five more tin-export licenses, bringing to 10 the number of companies that can ship the metal overseas. The metal dropped $190 to $13,310 a ton on the LME. Copper declined $100, or 1.3 percent, to $7,760 a ton, after earlier rising as much as 1.1 percent to $7,948 a ton. The price will be supported by falling stockpiles and a labor dispute in Peru, Alex Heath, head of the base-metals trading team at RBC Capital Markets in London, said by telephone. Inventories monitored by the LME fell for an eighth consecutive day to their lowest since Dec. 7. Workers from Southern Copper Corp.'s Ilo smelter said they will strike over wages as soon as April 28. The Phoenix-based company is the world's fifth-largest copper producer. At least 48 Peruvian labor unions said they will join a national mining strike on April 30, Jesus del Castillo, a spokesman for the Lima-based Mining Federation, said April 20. The group represents about 28,000 mine was unchanged at $2,822 a ton, lead fell $10 to $1,970, and zinc dropped $35 to $3,720. To contact the reporters on this story: Brett Foley in London at [EMAIL PROTECTED] ; Chanyaporn Chanjaroen in London at [EMAIL PROTECTED] On 4/27/07, Wiro Hardy [EMAIL PROTECTED] wrote: Dear rekans, Berita ttg nikel ini, apa pengaruhanya ya terhadap ANTM dan INCO untuk short, med dan long term? Posco introduces nickel-free stainless steel Posco, the world's fourth-largest steel maker, will raise output of a nickel-free stainless steel fivefold next year as the price of nickel has hit a record. Posco plans to sell 10,000 tonnes a month of the steel, which it introduced this month, from 2,000 this year, the Pohang-based firm said yesterday. The steel, which uses chromium instead of nickel, is the equivalent of US$2,470 a tonne, half the price of so-called 300-series cold-rolled coil steel. Posco has raised stainless steel prices four times this year because of the cost of nickel. While Posco's product is not the first of its kind and may be similar to products in U.S. markets, it does represent the acceleration in substitution by consumers, said Alan Heap, Citigroup analyst. It's a trend towards low and no nickel content alloys and away from austenitic nickel steel that's being driven by high nickel prices and short availability. Citigroup expects substitution will likely slow nickel consumption growth in 2007 to 7.5%, from 10.5% in 2006. However, it still expects a supply deficit of 9,000 tons.
Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? -- Bingung
Yang hobi ama saham INCO ANTM bingung. Rumors net profit ANTM 1T membuat ekspektasi harga harusnya naik tinggi. Berita Harga Nickle LME turun membuat ekspektasi harga harusnya ikut turun. Liat di market pagi ini turun tapi ada tarik menarik di ANTM. bingung nih mau jual atau mau tambah muatan... Sore hari ada trader gila lagi gak yach ?... - Original Message - From: Bettina Tan To: obrolan-bandar@yahoogroups.com Sent: Friday, April 27, 2007 9:08 AM Subject: Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? SELL INCO ANTM? On 4/27/07, Dodi Aulia [EMAIL PROTECTED] wrote: Sekedar tambahan berita dari bloomberg Nickel Falls on Speculation Steelmakers May Cut Use; Tin Drops By Brett Foley and Chanyaporn Chanjaroen April 26 (Bloomberg) -- Nickel extended a decline for a third consecutive day in London on speculation that stainless- steel makers, the biggest consumers of the metal, will cut use. Tin and copper also dropped. Posco, the world's fourth-largest steelmaker, will increase output of a nickel-free stainless-steel product fivefold by next year after nickel rose to a record, the South Korean company said yesterday. Nickel consumers are using stockpiles, said Michael Widmer, head of metals research at Calyon, one of 11 companies trading on the London Metal Exchange's floor. ``It's the demand side that is taking prices lower,'' Widmer said in a telephone interview in London. Nickel for delivery in three months on the LME dropped $750, or 1.6 percent, to $46,550 a metric ton as of 1:40 p.m. local time. The contract traded at $50,200 a ton April 24, the highest ever. The metal has gained 40 percent this year as demand from China, the world's largest user, expanded. Prices are ``excessive'' and may lead to a decline, Eramet SA, operator of the world's largest ferronickel plant, said yesterday. Stainless-steel production growth will slow to 1.6 percent this year, triggering a decline in nickel prices, steel industry consulting company MEPS (International) Ltd. said April 2. Outokumpu Oyj said April 24 it will cut its stainless-steel output by about 10 percent in the second quarter because customers are using inventories instead of placing orders. Inventories of nickel monitored by the LME gained 4.3 percent to 5,052 tons, taking the increase for this week to 25 percent. Stockpiles are still ``low,'' Widmer said. Peru Strike Tin fell for a third consecutive day on speculation that Indonesia, the world's second-largest producer of the metal, will export more metal. The Southeast Asian nation's government awarded five more tin-export licenses, bringing to 10 the number of companies that can ship the metal overseas. The metal dropped $190 to $13,310 a ton on the LME. Copper declined $100, or 1.3 percent, to $7,760 a ton, after earlier rising as much as 1.1 percent to $7,948 a ton. The price will be supported by falling stockpiles and a labor dispute in Peru, Alex Heath, head of the base-metals trading team at RBC Capital Markets in London, said by telephone. Inventories monitored by the LME fell for an eighth consecutive day to their lowest since Dec. 7. Workers from Southern Copper Corp.'s Ilo smelter said they will strike over wages as soon as April 28. The Phoenix-based company is the world's fifth-largest copper producer. At least 48 Peruvian labor unions said they will join a national mining strike on April 30, Jesus del Castillo, a spokesman for the Lima-based Mining Federation, said April 20. The group represents about 28,000 mine was unchanged at $2,822 a ton, lead fell $10 to $1,970, and zinc dropped $35 to $3,720. To contact the reporters on this story: Brett Foley in London at [EMAIL PROTECTED] ; Chanyaporn Chanjaroen in London at [EMAIL PROTECTED] On 4/27/07, Wiro Hardy [EMAIL PROTECTED] wrote: Dear rekans, Berita ttg nikel ini, apa pengaruhanya ya terhadap ANTM dan INCO untuk short, med dan long term? Posco introduces nickel-free stainless steel Posco, the world's fourth-largest steel maker, will raise output of a nickel-free stainless steel fivefold next year as the price of nickel has hit a record. Posco plans to sell 10,000 tonnes a month of the steel, which it introduced this month, from 2,000 this year, the Pohang-based firm said yesterday. The steel, which uses chromium instead of nickel, is the equivalent of US$2,470 a tonne, half the price of so-called 300-series cold-rolled coil steel. Posco has raised stainless steel prices four times this year because of the cost of nickel. While Posco's product is not the first of its kind and may be similar to products in U.S. markets, it does represent the acceleration in substitution by consumers, said Alan Heap, Citigroup analyst. It's
Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? -- Bingung
Kalo bingung ya pegangan, hehehe... Saya hold dua2-nya dan sama sekali tidak bingung. Apa nekad? Terserah mau keluar berita apa, kalo org mau cari brg bagus kan mesti provokasi. Ya nggak? Sriwisnu-gmail [EMAIL PROTECTED] wrote:Yang hobi ama saham INCO ANTM bingung. Rumors net profit ANTM 1T membuat ekspektasi harga harusnya naik tinggi. Berita Harga Nickle LME turun membuat ekspektasi harga harusnya ikut turun. Liat di market pagi ini turun tapi ada tarik menarik di ANTM. bingung nih mau jual atau mau tambah muatan... Sore hari ada trader gila lagi gak yach ?... - Original Message - From: Bettina Tan To: obrolan-bandar@yahoogroups.com Sent: Friday, April 27, 2007 9:08 AM Subject: Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? SELL INCO ANTM? On 4/27/07, Dodi Aulia [EMAIL PROTECTED] wrote: Sekedar tambahan berita dari bloomberg Nickel Falls on Speculation Steelmakers May Cut Use; Tin Drops By Brett Foley and Chanyaporn Chanjaroen April 26 (Bloomberg) -- Nickel extended a decline for a third consecutive day in London on speculation that stainless- steel makers, the biggest consumers of the metal, will cut use. Tin and copper also dropped. Posco, the world's fourth-largest steelmaker, will increase output of a nickel-free stainless-steel product fivefold by next year after nickel rose to a record, the South Korean company said yesterday. Nickel consumers are using stockpiles, said Michael Widmer, head of metals research at Calyon, one of 11 companies trading on the London Metal Exchange's floor. ``It's the demand side that is taking prices lower,'' Widmer said in a telephone interview in London. Nickel for delivery in three months on the LME dropped $750, or 1.6 percent, to $46,550 a metric ton as of 1:40 p.m. local time. The contract traded at $50,200 a ton April 24, the highest ever. The metal has gained 40 percent this year as demand from China, the world's largest user, expanded. Prices are ``excessive'' and may lead to a decline, Eramet SA, operator of the world's largest ferronickel plant, said yesterday. Stainless-steel production growth will slow to 1.6 percent this year, triggering a decline in nickel prices, steel industry consulting company MEPS (International) Ltd. said April 2. Outokumpu Oyj said April 24 it will cut its stainless-steel output by about 10 percent in the second quarter because customers are using inventories instead of placing orders. Inventories of nickel monitored by the LME gained 4.3 percent to 5,052 tons, taking the increase for this week to 25 percent. Stockpiles are still ``low,'' Widmer said. Peru Strike Tin fell for a third consecutive day on speculation that Indonesia, the world's second-largest producer of the metal, will export more metal. The Southeast Asian nation's government awarded five more tin-export licenses, bringing to 10 the number of companies that can ship the metal overseas. The metal dropped $190 to $13,310 a ton on the LME. Copper declined $100, or 1.3 percent, to $7,760 a ton, after earlier rising as much as 1.1 percent to $7,948 a ton. The price will be supported by falling stockpiles and a labor dispute in Peru, Alex Heath, head of the base-metals trading team at RBC Capital Markets in London, said by telephone. Inventories monitored by the LME fell for an eighth consecutive day to their lowest since Dec. 7. Workers from Southern Copper Corp.'s Ilo smelter said they will strike over wages as soon as April 28. The Phoenix-based company is the world's fifth-largest copper producer. At least 48 Peruvian labor unions said they will join a national mining strike on April 30, Jesus del Castillo, a spokesman for the Lima-based Mining Federation, said April 20. The group represents about 28,000 mine was unchanged at $2,822 a ton, lead fell $10 to $1,970, and zinc dropped $35 to $3,720. To contact the reporters on this story: Brett Foley in London at [EMAIL PROTECTED] ; Chanyaporn Chanjaroen in London at [EMAIL PROTECTED] On 4/27/07, Wiro Hardy [EMAIL PROTECTED] wrote: Dear rekans, Berita ttg nikel ini, apa pengaruhanya ya terhadap ANTM dan INCO untuk short, med dan long term? Posco introduces nickel-free stainless steel Posco, the world's fourth-largest steel maker, will raise output of a nickel-free stainless steel fivefold next year as the price of nickel has hit a record. Posco plans to sell 10,000 tonnes a month of the steel, which it introduced this month, from 2,000 this year, the Pohang-based firm said yesterday. The steel, which uses chromium instead of nickel, is the equivalent of US$2,470 a tonne, half the price of so-called 300-series cold-rolled coil steel. Posco has raised stainless steel prices four times this year because of the cost of nickel. While Posco's product is not the first of its kind and may be similar to products
Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? -- Bingung
Setuju, Pak! Pasti bingung bagi para trader. Tapi kalo bagi investor pasti akan lebih percaya prospek ANTM yang bagus. Bukan hanya dalam jangka pendek, tapi juga jangka menengah dan panjang. Buat investor, mereka akan keep the stock as long as they can. Sriwisnu-gmail wrote: Yang hobi ama saham INCO ANTM bingung. Rumors net profit ANTM 1T membuat ekspektasi harga harusnya naik tinggi. Berita Harga Nickle LME turun membuat ekspektasi harga harusnya ikut turun. Liat di market pagi ini turun tapi ada tarik menarik di ANTM. bingung nih mau jual atau mau tambah muatan... Sore hari ada trader gila lagi gak yach ?... - Original Message - *From:* Bettina Tan mailto:[EMAIL PROTECTED] *To:* obrolan-bandar@yahoogroups.com mailto:obrolan-bandar@yahoogroups.com *Sent:* Friday, April 27, 2007 9:08 AM *Subject:* Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? SELL INCO ANTM? On 4/27/07, *Dodi Aulia* [EMAIL PROTECTED] mailto:[EMAIL PROTECTED] wrote: /Sekedar tambahan berita dari bloomberg/ Nickel Falls on Speculation Steelmakers May Cut Use; Tin Drops By Brett Foley and Chanyaporn Chanjaroen April 26 (Bloomberg) -- Nickel extended a decline for a third consecutive day in London on speculation that stainless- steel makers, the biggest consumers of the metal, will cut use. Tin and copper also dropped. Posco, the world's fourth-largest steelmaker, will increase output of a nickel-free stainless-steel product fivefold by next year after nickel rose to a record, the South Korean company said yesterday. Nickel consumers are using stockpiles, said Michael Widmer, head of metals research at Calyon, one of 11 companies trading on the London Metal Exchange's floor. ``It's the demand side that is taking prices lower,'' Widmer said in a telephone interview in London. Nickel for delivery in three months on the LME dropped $750, or 1.6 percent, to $46,550 a metric ton as of 1:40 p.m. local time. The contract traded at $50,200 a ton April 24, the highest ever. The metal has gained 40 percent this year as demand from China, the world's largest user, expanded. Prices are ``excessive'' and may lead to a decline, Eramet SA, operator of the world's largest ferronickel plant, said yesterday. Stainless-steel production growth will slow to 1.6 percent this year, triggering a decline in nickel prices, steel industry consulting company MEPS (International) Ltd. said April 2. Outokumpu Oyj said April 24 it will cut its stainless-steel output by about 10 percent in the second quarter because customers are using inventories instead of placing orders. Inventories of nickel monitored by the LME gained 4.3 percent to 5,052 tons, taking the increase for this week to 25 percent. Stockpiles are still ``low,'' Widmer said. Peru Strike Tin fell for a third consecutive day on speculation that Indonesia, the world's second-largest producer of the metal, will export more metal. The Southeast Asian nation's government awarded five more tin-export licenses, bringing to 10 the number of companies that can ship the metal overseas. The metal dropped $190 to $13,310 a ton on the LME. Copper declined $100, or 1.3 percent, to $7,760 a ton, after earlier rising as much as 1.1 percent to $7,948 a ton. The price will be supported by falling stockpiles and a labor dispute in Peru, Alex Heath, head of the base-metals trading team at RBC Capital Markets in London, said by telephone. Inventories monitored by the LME fell for an eighth consecutive day to their lowest since Dec. 7. Workers from Southern Copper Corp.'s Ilo smelter said they will strike over wages as soon as April 28. The Phoenix-based company is the world's fifth-largest copper producer. At least 48 Peruvian labor unions said they will join a national mining strike on April 30, Jesus del Castillo, a spokesman for the Lima-based Mining Federation, said April 20. The group represents about 28,000 mine was unchanged at $2,822 a ton, lead fell $10 to $1,970, and zinc dropped $35 to $3,720. To contact the reporters on this story: Brett Foley in London at [EMAIL PROTECTED] mailto:[EMAIL PROTECTED] ; Chanyaporn Chanjaroen in London at [EMAIL PROTECTED] mailto:[EMAIL PROTECTED] On 4/27/07, *Wiro Hardy* [EMAIL PROTECTED] mailto:[EMAIL PROTECTED] wrote: Dear rekans, Berita ttg nikel ini, apa pengaruhanya ya
Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya? -- Bingung
Yang paling enak sih BOW kalo masih ada duit buat trader... bisa swing... kan asyik... ALX On 4/27/07, Sriwisnu-gmail [EMAIL PROTECTED] wrote: Yang hobi ama saham INCO ANTM bingung. Rumors net profit ANTM 1T membuat ekspektasi harga harusnya naik tinggi. Berita Harga Nickle LME turun membuat ekspektasi harga harusnya ikut turun. Liat di market pagi ini turun tapi ada tarik menarik di ANTM. bingung nih mau jual atau mau tambah muatan... Sore hari ada trader gila lagi gak yach ?... -- [EMAIL PROTECTED]
Re: [obrolan-bandar] Berita nikel ini, apa pengaruhanya ya?
Hallo, Saya kira tidak perlu khawatir akan berita diatas. Stainless Steel itu memiliki keunggulan yakni tahan karat, tahan perubahan suhu, mudah di fabrikasi, kuat, estetik, higenis, memiliki life cycle cost yang murah dibandingkan logam-logam lainnya. Masing masing punya karakter dan fungsi tersendiri berturut-turut (A - F - M): Basic propertiesexcellent corrosion resistance in organic acid, industrial and marine environments. excellent weldability (all processes) excellent formability, fabricability and ductility excellent cleanability, and hygiene characteristics good high and excellent low temperature properties (high toughness at all temperatures) non magnetic (if annealed) hardenable by cold work only (These alloys are not hardenable by heat treatment) moderate to good corrosion resistance increasing with chromium content not hardenable by heat treatment and always used in the annealed condition magnetic weldability is poor formability not as good as the austeniticsmoderate corrosion resistance can be hardened by heat treatment and therefore high strength and hardness levels can be achieved poor weldability magnetic Comon usescomputer keyboard key springs (301) kitchen sinks (304D) food processing equipment architectural applications chemical plant and equipment automotive trim (430) automotive exhausts (409) colliery equipment (3CR12) hot water tanks (444)Knife blades surgical instruments shafts spindles pins Dibawah juga saya sertakan tiga jenis stainless steel yang umum diproduksi di dunia, Austenitic, Ferritic dan Martenitic. CHEMICAL AND PHYSICAL PROPERTIES OF STAINLESS STEEL *304* *430* *410* Chemical Composition *(Austenitic)* *(Ferritic)* *(Martenitic)* (Max. unless otherwise noted) Carbon 0.08 0.12 0.15 Manganese 2.00 1.00 1.00 Phosphorus 0.045 0.04 0.04 Sulfur 0.03 0.03 0.03 Silicon 1.00 1.00 1.00 Chromium 18.00 -20.00 16.00 -18.00 11.5 -13.50 Nickel 8.00 -10.50 *Tensile Strength* Ksi 84 75 70 MPa 579 517 483 *Yield Strength (0.2% offset)* Ksi 42 50 45 MPa 290 345 310 *Elongation (in 2 / 50.8 mm)* % 55 25 25 *Hardness (Rockwell) * B80 B85 B80 *Modulus of Elasticity in Tension* psi x 10 to the 6 28 29 29 GPa 193 200 200 *Modulus of Elasticity in Torsion* psi x 10 to the 6 12.5 GPa 86.2 *Density* lbs/cubic in 0.29 0.28 0.28 kg/cubic meter 8060 7780 7780 *Specific Heat * Btu/lb/F 0.12 0.11 0.11 32-212°F ( 0-100°C) J/kg.k 503 460 460 *Thermal Conductivity* Btu/hr/ft/F 212°F (100°C) 9.4 15.1 14.4 932°F (500°C) 12.4 15.2 16.6 W/m.K 212°F (100°C) 16.2 26.1 24.9 932°F (500°C) 21.5 26.3 28.7 *Mean Coefficient of Thermal Expansion* x10 to -6/F 32-212°F (0-100°C) 9.6 5.8 5.5 32-600°F (0-315°C) 9.9 6.1 6.3 32-1000°F (0-538°C) 10.2 6.3 6.4 32-1200°F (0-648°C) 10.4 6.6 6.5 32-1800°F (0-982°C) 6.9 x10 to -6/C 32-212°F (0-100°C) 17.3 10.4 5.5 32-600°F (0-315°C) 17.9 11 6.3 32-1000°F (0-538°C) 18.4 11.4 6.4 32-1200°F (0-648°C) 18.8 11.9 6.5 32-1800°F (0-982°C) 12.4 *Melting Point* F 2550 -2650 2600 -2750 2700 -2790 C 1400 -1455 1425 -1510 1485 -1535 *Electrical Resistivity* *Microhm - mm* *Type 304* *Type 430* *Type 410* *S13800* 68°F (20°C) 720 600 570 1020 212°F (100°C) 780 675 640 392°F (200°C) 860 770 720 752°F (400°C) 1000 925 880 1112°F (600°C) 1110 1050 1035 1472°F (800°C) 1210 1150 1110 1652°F (900°C) 1260 Kebutuhan dunia akan stainless steel saat ini 70% adalah jenis Austenitic. Sementara Austenitic Nickel Free Stainless Steel juga bisa dibuat dengan menggunakan absorbsi gas Nitrogen selama proses pembuatannya. Namun jenis logam ini khusus untuk keperluan biomedis, karena tahan korosi dan tidak beracun bagi darah. Jadi ada beberapa alasan mengapa tidak perlu khawatir: 1. Nickel Free Austenitic Stainless Steel (Nitrogen Absorption) - Harga Nickel Free Austenitic Stainless Steel masih belum terjangkau - Merubah proses produksi (pabrik) yang telah ada menjadi pabrik Nickel Free Austenitic Stainless Steel membutuhkan waktu - Untuk mempergunakan proses ini harus membayar patent :) 2. Nickel Free Austenitic Stainless Steel (Cr-Ma instead Cr-Ni) - Melihat dari demand, Nickel masih belum tergantikan, bahkan Low Grade Nickel pun tidak dapat memenuhi demand dunia - Cr-Ma Stainless Steel memang 47 persen lebih murah dari Cr-Ni (menurut POSCO) akan tetapi kenyataan dari survei International Stainless Steel Forum yang terakhir menyebutkan bahwa total produksi dunia utk Cr-Ma hanya 7.5%saja. Terlihat murah dari harga produksi per kilogram/pound, akan tetapi perubahan-perubahan aplikasi logam tersebut cukup rumit. Inilah yang menjadi hambatan Cr-Ma Stainless Steel menjadi populer. Jadi: HOLD dong yah :) Salam, Hanindyo
