[obrolan-bandar] Re: INCO, still a buy?
ini info mengenai keuntungan Inco di tahun 2006 US$614M, bandingkan dengan keuntungan 2005 sekitar US$268M. Busyeet!! Melihat informasi yang keluar dari pihak perusahan, dengan adanya kekurangan airlah, pemotongan produksilah, ataupun kekurangan revenuelah ... kelihatannya INCO mau mengurangi dampak menggilanya harga saham. Tapi fakta menunjukkan keuntungan perusahan membengkak! Adakah yang bisa menganalisa kenapa ada perusahan memberikan sinyal negatif, padahal kondisinya sangat menguntungkan??? Sedangkan kalau perusahan lain akan berusaha menginformasikan rencana2 positif jangka panjang yang belum tentu dilaksanakan! Sesuatu yang sangat aneh ... dan pada saat formal diumukan tentunya akan berpengaruh pada harga saham. Please .. urun rembug! aGoeng An analyst of PT Trimegah Securities Tbk Sebastian Tobing has predicted that the company's production will reach 159 million pounds while the profit and the revenue will be US$582 million and US$1.33 billion. He predicted that this year the company's profit and revenue will increase to US$614 million and US$1.36 million.
Re: [obrolan-bandar] Re: INCO, still a buy?
Dengar dari suatu sumber, INCO mau go private. Mungkin ada hubungannya kalo INCO tidak menginginkan harga saham yang menggila... makes sense? Rei agung2a [EMAIL PROTECTED] wrote: ini info mengenai keuntungan Inco di tahun 2006 US$614M, bandingkan dengan keuntungan 2005 sekitar US$268M. Busyeet!! Melihat informasi yang keluar dari pihak perusahan, dengan adanya kekurangan airlah, pemotongan produksilah, ataupun kekurangan revenuelah ... kelihatannya INCO mau mengurangi dampak menggilanya harga saham. Tapi fakta menunjukkan keuntungan perusahan membengkak! Adakah yang bisa menganalisa kenapa ada perusahan memberikan sinyal negatif, padahal kondisinya sangat menguntungkan??? Sedangkan kalau perusahan lain akan berusaha menginformasikan rencana2 positif jangka panjang yang belum tentu dilaksanakan! Sesuatu yang sangat aneh ... dan pada saat formal diumukan tentunya akan berpengaruh pada harga saham. Please .. urun rembug! aGoeng An analyst of PT Trimegah Securities Tbk Sebastian Tobing has predicted that the company's production will reach 159 million pounds while the profit and the revenue will be US$582 million and US$1.33 billion. He predicted that this year the company's profit and revenue will increase to US$614 million and US$1.36 million. __ Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com
[obrolan-bandar] Re: INCO, still a buy?
Kondisi saat ini bisa dilihat dari grafik yang ada di address: http://www.zealllc.com/2006/lmestock.htm dan comment di bawah ini. Saat ini stock dunia SANGAT kurang!!! pembangunan tambang baru untuk jadi nickel ore baru akan berpengaruh sekitar 3 tahun lagi. paling cepat! Harga nickel akan tetap bercokol di level minimum 12- 15 USD/lbs di tahun 2007 ini!! harga saham?? bisa dibayangkan kalau keuntungan Inco naik. 40 rebu mah gampang! terlalu konservative itu. R, aGoeng Last month I wrote an essay on this year's amazing run in nickel. And interestingly one of the major reasons for nickel's success was attributed to the action of its LME stock levels. As you can see in the chart below, nickel stock has taken a nosedive this year. Due to increased demand and sluggish supply, warehoused nickel inventory has plummeted by nearly 90% this year alone. Throughout the year as nickel stock continued to get pilfered by increasing demand, the plunge to the 5k to 7k metric ton range gave catalyst to a sharp rise in nickel's price. And in this range standing LME nickel stock tallies the equivalent of just over one day worth of global nickel consumption! Since the beginning of this year the price of nickel has soared 157% to its recent bull-to-date high over $15 per pound. Though this latest push over $12 or so could be attributed to speculative excess, this shows that simple fundamentals, in this case alarmingly low stock levels, have enormous influence on nickel's tactical price movements. See: attachement
Re: [obrolan-bandar] Re: INCO, still a buy?
Saya agak bingung, dari berita di bawah dikatakan bahwa harga nickel bisa anjlok tapi dari beberapa post lain di milis ini bilang bahwa output nickel berkurang yg menyebabkan harga naik pesat. Bisa ada yg jelaskan ke saya? Maklum, agak tulalit...thanks! Salam, Agung Sugiharto [EMAIL PROTECTED] wrote: Sharing info: status jumat terakhir (malam waktu north america): Nickel price sudah pada level 34.4 usd/mt. naik berat ini dari yg sebelumnya karena stock nickel di LME sangat kurang. tentu ada akibat dari kurangnnya produksi Inco juga! nah ..tunggu hari Senin investor dari luar akan berebut sahamnya Inco! jangan sampai ketinggalan.. kalau mau pegang sebentar mah gampang nyampe 32 ribu.. analisa investor itu harga Inco di level sekitar 40 ribu! ini hitungan konservative.. Zinc/Timah juga akan tambah bagus harganya, jadi TINS kemungkinan akan naik lagi.. cooper alluminium?? bisa dibaca di bawah ini.. salam, aGoeng Nickel could be hit by index reweighting next week Bianca Markram 5 January 2007 Metal Bulletin News Alert Service Base metals, in particular nickel, could fall even harder next week at the London Metal Exchange as index funds sell off large portions of their long metals positions as they adjust their funds' exposure for 2007, traders said. The meteoric rise in prices last year means that the Dow Jones AIG and Goldman Sachs Commodities indices must sell significant positions to ensure that their funds' investment in metals - the number of contracts held - is the same as a percentage of the funds' total value as at the start of last year, traders said. Nickel and zinc are expected to be the hardest hit because they have risen the most since the start of last year: the three-month prices on January 3 were 135 percent and 107 percent higher respectively than January 3 2006. This could mean that as much as 20,000-25,000 tonnes of nickel and 150,000 tonnes of zinc will be sold by AIG and Goldman Sachs in the coming week, traders said. The sale of nickel eqates to 800 lots of nickel per day over a five-day period, one trader noted. Base metals have grown more in 2006 than energy, so it is widely thought that both AIG Dow Jones and Goldman Sachs will be net sellers of base metals in the coming weeks, said Jim Lennon, analyst at Macquarie Bank. The adjustment by the indices goes some way to explaining the terrible start to new year trading, which saw copper trade at nine-month lows on three consecutive days, traders said. With copper showing some signs of recovery on Friday, some traders said the indices had probably carried out the adjustment, but others speculated that the worst could be to come. Everyone's shell-shocked. It's like what the hell was that. Was that it or is there more to come? asked a senior official at an LME ring dealer. The selling we've seen in base metals this week could have been prompted by the news of the indices' prospective rebalancing, said a second London trader. People saw the news and said: 'We have to get out before all of that metal gets dumped on the market next week.' It is also possible that the indices have already started rebalancing their positions, and that this is what's behind the drops we've seen this week. But if all of this metal still has to come to the market, we're in for a serious nose-dive in base metals prices, he warned. Traders pointed to nickel which has stood out because it has shown no signs of coming under pressure - on Friday, the three-month price rose as high as $34,400 per tonne from $32,475 on Tuesday when trading resumed after the new year bank holiday. That [nickel tonnage] should be huge and could see nickel plunging to the low $20,000-range, said a third London trader. And yet nickel has been continuing to trade in the high $32,000 to the low $33,000 range. The AIG and Goldman Sachs indices both list nickel, zinc, copper and aluminium and Goldman Sachs also has lead. Neither company would comment on the situation - Original Message From: EKA SUWANDANA [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Friday, January 5, 2007 4:24:29 PM Subject: Re: [obrolan-bandar] Re: INCO, still a buy? Sebenernya di laporan keuangan q3 2006 sudah kelihatan dari JUNI-SEPTEMBER 2006 laba bersih naik 100% dibandingkan JUNI-SEPTEMBER 2005. Rata2 Q3 juni-september ada di 2USD/MT. Itu gabungan rata Nickel Matte (lebih murah 2 USD/lb), Bijih Nickel, dan Batangan. Kalo dilihat Q1-2007 rata2 bisa antara 28000-3USD/ MT. agung2a [EMAIL PROTECTED] com wrote: kalau tahun lalu rata2 harga nickel cuman sekitar 10K USD/MT sekarang harga nickel jadi 30K USD/MT bisa dibayangkan keuntungan perusahan nickel tahun 2006 vs 2005?? pasti naiklah harga saham Inco kalau keuntungannya 3 kali lipat dari tahun lalu!! Beli sekarang dan tunggu laporan keuntungannya
Re: [obrolan-bandar] Re: INCO, still a buy?
I think the main problem with base metals is that Traders have been sitting on very large gains since last year, upwards to 150% profits, especially in Nickel. Also supply has been very slowly increasing, with the rise of new and reopened mines. Invest carefully in metals producers stocks, profit taking could easily wipe out a large profit - Original Message From: Rei [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Saturday, January 6, 2007 10:51:34 PM Subject: Re: [obrolan-bandar] Re: INCO, still a buy? Saya agak bingung, dari berita di bawah dikatakan bahwa harga nickel bisa anjlok tapi dari beberapa post lain di milis ini bilang bahwa output nickel berkurang yg menyebabkan harga naik pesat. Bisa ada yg jelaskan ke saya? Maklum, agak tulalit...thanks! Salam, Agung Sugiharto [EMAIL PROTECTED] com wrote: Sharing info: status jumat terakhir (malam waktu north america): Nickel price sudah pada level 34.4 usd/mt. naik berat ini dari yg sebelumnya karena stock nickel di LME sangat kurang. tentu ada akibat dari kurangnnya produksi Inco juga! nah ..tunggu hari Senin investor dari luar akan berebut sahamnya Inco! jangan sampai ketinggalan. . kalau mau pegang sebentar mah gampang nyampe 32 ribu.. analisa investor itu harga Inco di level sekitar 40 ribu! ini hitungan konservative. . Zinc/Timah juga akan tambah bagus harganya, jadi TINS kemungkinan akan naik lagi.. cooper alluminium?? bisa dibaca di bawah ini.. salam, aGoeng Nickel could be hit by index reweighting next week Bianca Markram 5 January 2007 Metal Bulletin News Alert Service Base metals, in particular nickel, could fall even harder next week at the London Metal Exchange as index funds sell off large portions of their long metals positions as they adjust their funds' exposure for 2007, traders said. The meteoric rise in prices last year means that the Dow Jones AIG and Goldman Sachs Commodities indices must sell significant positions to ensure that their funds' investment in metals - the number of contracts held - is the same as a percentage of the funds' total value as at the start of last year, traders said. Nickel and zinc are expected to be the hardest hit because they have risen the most since the start of last year: the three-month prices on January 3 were 135 percent and 107 percent higher respectively than January 3 2006. This could mean that as much as 20,000-25,000 tonnes of nickel and 150,000 tonnes of zinc will be sold by AIG and Goldman Sachs in the coming week, traders said. The sale of nickel eqates to 800 lots of nickel per day over a five-day period, one trader noted. Base metals have grown more in 2006 than energy, so it is widely thought that both AIG Dow Jones and Goldman Sachs will be net sellers of base metals in the coming weeks, said Jim Lennon, analyst at Macquarie Bank. The adjustment by the indices goes some way to explaining the terrible start to new year trading, which saw copper trade at nine-month lows on three consecutive days, traders said. With copper showing some signs of recovery on Friday, some traders said the indices had probably carried out the adjustment, but others speculated that the worst could be to come. Everyone's shell-shocked. It's like what the hell was that. Was that it or is there more to come? asked a senior official at an LME ring dealer. The selling we've seen in base metals this week could have been prompted by the news of the indices' prospective rebalancing, said a second London trader. People saw the news and said: 'We have to get out before all of that metal gets dumped on the market next week.' It is also possible that the indices have already started rebalancing their positions, and that this is what's behind the drops we've seen this week. But if all of this metal still has to come to the market, we're in for a serious nose-dive in base metals prices, he warned. Traders pointed to nickel which has stood out because it has shown no signs of coming under pressure - on Friday, the three-month price rose as high as $34,400 per tonne from $32,475 on Tuesday when trading resumed after the new year bank holiday. That [nickel tonnage] should be huge and could see nickel plunging to the low $20,000-range, said a third London trader. And yet nickel has been continuing to trade in the high $32,000 to the low $33,000 range. The AIG and Goldman Sachs indices both list nickel, zinc, copper and aluminium and Goldman Sachs also has lead. Neither company would comment on the situation - Original Message From: EKA SUWANDANA [EMAIL PROTECTED] com To: obrolan-bandar@ yahoogroups. com Sent: Friday, January 5, 2007 4:24:29 PM Subject: Re: [obrolan-bandar] Re: INCO, still a buy? Sebenernya di laporan keuangan q3 2006 sudah kelihatan dari JUNI-SEPTEMBER 2006 laba bersih
Re: [obrolan-bandar] Re: INCO, still a buy?
Sebenernya di laporan keuangan q3 2006 sudah kelihatan dari JUNI-SEPTEMBER 2006 laba bersih naik 100% dibandingkan JUNI-SEPTEMBER 2005. Rata2 Q3 juni-september ada di 2USD/MT. Itu gabungan rata Nickel Matte (lebih murah 2 USD/lb), Bijih Nickel, dan Batangan. Kalo dilihat Q1-2007 rata2 bisa antara 28000-3USD/MT. agung2a [EMAIL PROTECTED] wrote: kalau tahun lalu rata2 harga nickel cuman sekitar 10K USD/MT sekarang harga nickel jadi 30K USD/MT bisa dibayangkan keuntungan perusahan nickel tahun 2006 vs 2005?? pasti naiklah harga saham Inco kalau keuntungannya 3 kali lipat dari tahun lalu!! Beli sekarang dan tunggu laporan keuntungannya!! tinggal ongkang- ongkang kaki aja .. aGoeng.. --- In obrolan-bandar@yahoogroups.com, EKA SUWANDANA [EMAIL PROTECTED] wrote: Masih bisa target apabila: Nickel USD 25000/MT---Rp47000 Nickel USD 34000?MT---Rp 6,- highwaystar91 [EMAIL PROTECTED] wrote: Para sesepuh, Teman saya ada yg nanya apakah dia masih dapat beli INCO sekarang? Trims!
Re: [obrolan-bandar] Re: INCO, still a buy?
Trims. Memang bagus ya kalo begitu... Level 30 rb-an bisa masuk? apa masih kita tunggu koreksi? agung2a [EMAIL PROTECTED] wrote: kalau tahun lalu rata2 harga nickel cuman sekitar 10K USD/MT sekarang harga nickel jadi 30K USD/MT bisa dibayangkan keuntungan perusahan nickel tahun 2006 vs 2005?? pasti naiklah harga saham Inco kalau keuntungannya 3 kali lipat dari tahun lalu!! Beli sekarang dan tunggu laporan keuntungannya!! tinggal ongkang- ongkang kaki aja .. aGoeng.. --- In obrolan-bandar@yahoogroups.com, EKA SUWANDANA [EMAIL PROTECTED] wrote: Masih bisa target apabila: Nickel USD 25000/MT---Rp47000 Nickel USD 34000?MT---Rp 6,- highwaystar91 [EMAIL PROTECTED] wrote: Para sesepuh, Teman saya ada yg nanya apakah dia masih dapat beli INCO sekarang? Trims! __ Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com
Re: [obrolan-bandar] Re: INCO, still a buy?
Sharing info: status jumat terakhir (malam waktu north america): Nickel price sudah pada level 34.4 usd/mt. naik berat ini dari yg sebelumnya karena stock nickel di LME sangat kurang. tentu ada akibat dari kurangnnya produksi Inco juga! nah ..tunggu hari Senin investor dari luar akan berebut sahamnya Inco! jangan sampai ketinggalan.. kalau mau pegang sebentar mah gampang nyampe 32 ribu.. analisa investor itu harga Inco di level sekitar 40 ribu! ini hitungan konservative.. Zinc/Timah juga akan tambah bagus harganya, jadi TINS kemungkinan akan naik lagi.. cooper alluminium?? bisa dibaca di bawah ini.. salam, aGoeng Nickel could be hit by index reweighting next week Bianca Markram 5 January 2007 Metal Bulletin News Alert Service Base metals, in particular nickel, could fall even harder next week at the London Metal Exchange as index funds sell off large portions of their long metals positions as they adjust their funds' exposure for 2007, traders said. The meteoric rise in prices last year means that the Dow Jones AIG and Goldman Sachs Commodities indices must sell significant positions to ensure that their funds' investment in metals - the number of contracts held - is the same as a percentage of the funds' total value as at the start of last year, traders said. Nickel and zinc are expected to be the hardest hit because they have risen the most since the start of last year: the three-month prices on January 3 were 135 percent and 107 percent higher respectively than January 3 2006. This could mean that as much as 20,000-25,000 tonnes of nickel and 150,000 tonnes of zinc will be sold by AIG and Goldman Sachs in the coming week, traders said. The sale of nickel eqates to 800 lots of nickel per day over a five-day period, one trader noted. Base metals have grown more in 2006 than energy, so it is widely thought that both AIG Dow Jones and Goldman Sachs will be net sellers of base metals in the coming weeks, said Jim Lennon, analyst at Macquarie Bank. The adjustment by the indices goes some way to explaining the terrible start to new year trading, which saw copper trade at nine-month lows on three consecutive days, traders said. With copper showing some signs of recovery on Friday, some traders said the indices had probably carried out the adjustment, but others speculated that the worst could be to come. Everyone's shell-shocked. It's like what the hell was that. Was that it or is there more to come? asked a senior official at an LME ring dealer. The selling we've seen in base metals this week could have been prompted by the news of the indices' prospective rebalancing, said a second London trader. People saw the news and said: 'We have to get out before all of that metal gets dumped on the market next week.' It is also possible that the indices have already started rebalancing their positions, and that this is what's behind the drops we've seen this week. But if all of this metal still has to come to the market, we're in for a serious nose-dive in base metals prices, he warned. Traders pointed to nickel which has stood out because it has shown no signs of coming under pressure - on Friday, the three-month price rose as high as $34,400 per tonne from $32,475 on Tuesday when trading resumed after the new year bank holiday. That [nickel tonnage] should be huge and could see nickel plunging to the low $20,000-range, said a third London trader. And yet nickel has been continuing to trade in the high $32,000 to the low $33,000 range. The AIG and Goldman Sachs indices both list nickel, zinc, copper and aluminium and Goldman Sachs also has lead. Neither company would comment on the situation - Original Message From: EKA SUWANDANA [EMAIL PROTECTED] To: obrolan-bandar@yahoogroups.com Sent: Friday, January 5, 2007 4:24:29 PM Subject: Re: [obrolan-bandar] Re: INCO, still a buy? Sebenernya di laporan keuangan q3 2006 sudah kelihatan dari JUNI-SEPTEMBER 2006 laba bersih naik 100% dibandingkan JUNI-SEPTEMBER 2005. Rata2 Q3 juni-september ada di 2USD/MT. Itu gabungan rata Nickel Matte (lebih murah 2 USD/lb), Bijih Nickel, dan Batangan. Kalo dilihat Q1-2007 rata2 bisa antara 28000-3USD/ MT. agung2a [EMAIL PROTECTED] com wrote: kalau tahun lalu rata2 harga nickel cuman sekitar 10K USD/MT sekarang harga nickel jadi 30K USD/MT bisa dibayangkan keuntungan perusahan nickel tahun 2006 vs 2005?? pasti naiklah harga saham Inco kalau keuntungannya 3 kali lipat dari tahun lalu!! Beli sekarang dan tunggu laporan keuntungannya! ! tinggal ongkang- ongkang kaki aja .. aGoeng.. --- In obrolan-bandar@ yahoogroups. com, EKA SUWANDANA [EMAIL PROTECTED] .. wrote: Masih bisa target apabila: Nickel USD 25000/MT--- Rp47000 Nickel USD 34000?MT--- Rp 6,- highwaystar91 highwaystar91@ ... wrote: Para sesepuh, Teman saya ada yg nanya apakah dia masih dapat beli INCO sekarang? Trims
[obrolan-bandar] Re: INCO, still a buy?
another info from DJ as an impact of UU Minerba news(as per market interpretation - is not as reality!) and production cuts!! R, aGoeng Jan 05, 2007 0807 GMT [Dow Jones] Supply-side concerns will force further short covering of London Metal Exchange nickel with the market expected to exceed its recent all-time highs, a broker says. Reports that Indonesia will ban exports of mineral ores and concentrates from March have heightened the supply worries in the critically-tight market while PT Inco's ongoing output cut due to a lack of water is attracting fresh buying, the broker adds. An ongoing disruption at the nickel mines of BHP Billiton in western Australia due to poor weather conditions is also underpinning prices. LME nickel trades at $34,100 a metric ton, an intraday high and 6% up on Thursday's low.
Re: [obrolan-bandar] Re: INCO, still a buy? Tambang di OZ buka kembali
BHP Reopens Nickel Mines, Reveals Smelter Stoppage (Update6) By Madelene Pearson Jan. 5 (Bloomberg) -- BHP Billiton Ltd., the world's largest mining company, reopened two Australian nickel mines as the weather improved and said it lost two-half days of output at its Kalgoorlie smelter after heavy rain. The Mt. Keith and Leinster open pits have reopened, Emma Meade, spokeswoman for Melbourne-based BHP said in an e-mail. Output at the smelter returned to normal today, she said. Minara Resources Ltd., which stopped mining at its Murrin Murrin operation yesterday, said it expects to resume this weekend. BHP and Minara, the nation's two largest nickel producers, halted mining yesterday after heavy rain in parts of Western Australia, helping to send nickel prices up 4.4 percent in London. Australia was the second-largest nickel producer in 2005, with output of 210,000 metric tons. ``The issues have been resolved and today we have been producing without interruption,'' at the Kalgoorlie smelter, Meade said. ``There won't be any impact to customers and we are meeting all of our customers requirements.'' Mt. Keith can produce as much as 50,000 metric tons of nickel in concentrate a year, BHP said on its Web site. Leinster can produce between 40,000 tons and 45,000 tons, it said. The two mines account for a third of the world's output of nickel in concentrate, BHP said on its Web site. Shares of BHP fell 23 cents, or 0.9 percent, to A$24.14 on the Australian Stock Exchange at the 4:10 p.m. close of trade in Sydney. Minara, 51 percent owned by Glencore International AG, rose 2 cents, or 0.4 percent, to A$5.32. Zug, Switzerland-based Glencore is the world's largest commodity trader. Murrin Murrin Nickel processing at Minara's Murrin Murrin mine is continuing, spokesman for the company, Willie Rowe said by phone from Perth. Minara said last month it expected to produce 31,000 to 33,000 metric tons of metal in 2006. The rain had ``minimal'' affect on Minara's operations, Rowe said. The company had introduced a water management strategy in the past few years which reduced the affect of these events, he said. BHP's $2.2 billion Ravensthorpe nickel project, to the south of the two nickel mines, is open. There has been ``significant rainfall'' in the surrounding areas, Meade said. Ravensthorpe received 113 millimeters (4.4 inches) of rain through to 9 a.m. Perth time, the Bureau of Meteorology said on its Web site. Leinster received 32 millimeters in the past 72 hours, it said. To contact the reporter on this story: Madelene Pearson in Melbourne on[EMAIL PROTECTED] Last Updated: January 5, 2007 01:54 EST __ Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com
[obrolan-bandar] Re: INCO, still a buy?
kalau tahun lalu rata2 harga nickel cuman sekitar 10K USD/MT sekarang harga nickel jadi 30K USD/MT bisa dibayangkan keuntungan perusahan nickel tahun 2006 vs 2005?? pasti naiklah harga saham Inco kalau keuntungannya 3 kali lipat dari tahun lalu!! Beli sekarang dan tunggu laporan keuntungannya!! tinggal ongkang- ongkang kaki aja .. aGoeng.. --- In obrolan-bandar@yahoogroups.com, EKA SUWANDANA [EMAIL PROTECTED] wrote: Masih bisa target apabila: Nickel USD 25000/MT---Rp47000 Nickel USD 34000?MT---Rp 6,- highwaystar91 [EMAIL PROTECTED] wrote: Para sesepuh, Teman saya ada yg nanya apakah dia masih dapat beli INCO sekarang? Trims!
