Re: [ob] SHORT SUMI !!
Saya Ga Ikutan di BUMI. Nonton doank. ga sanggup ah ikut2an rame hajat di BUMI. yg laen aja. Kalo PTBA,ADRO,ITMG baru ikutan deh. On Tue, Dec 8, 2009 at 2:45 PM, aku...@gmail.com wrote: Masternya FA udah kasih aba2 nih.. Hajar kanan donk, masak maunya kiri mulu... Ayooo.. Ane percaya ama org pinter. Yg nggak percaya ama org pinter kyk Kang Bagus, monggo silakan.. enjoy the show, time will tell the truth.. Salam newbie, Sent from my HaPe Katrok® powered by Superman Terbang -- *From: *Bagus Putra Perdana disclosure@gmail.com *Date: *Tue, 8 Dec 2009 14:37:45 +0700 *To: *obrolan-bandar@yahoogroups.com *Subject: *Re: [ob] SHORT SUMI !! I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkes...@gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected...The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected...The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman
Re: [ob] SHORT SUMI !! - BTN aja Kang
Nahhh !! Lengkap dah, ada kang ocoy, ada master Armando Makin mantab neh On Tue, Dec 8, 2009 at 2:49 PM, Armando Anthony armando.anth...@yahoo.comwrote: Numpang tanya Kang, BTN-IPO kok saya cuma dapet 4% ya? apakah oversubscribe salam, Armando -- *From:* Bagus Putra Perdana disclosure@gmail.com *To:* obrolan-bandar@yahoogroups.com *Sent:* Tue, December 8, 2009 2:37:45 PM *Subject:* Re: [ob] SHORT SUMI !! I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkesatu@ gmail.com emailkes...@gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected... The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman
Re: [ob] SHORT SUMI !!
Tambo ahhh...bt 4 taon he3x... Syalam On 12/8/09, Bwijaya emailkes...@gmail.com wrote: banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150
Re: [ob] SHORT SUMI !!
ah yang bener bos? dulu waktu ane kuliah, banyak cewe cakep yang ke orang pinter, soalnya ane pemilih banget... wkwkwk ... kabur naik sukhoi.. 2009/12/8 JT jsxtra...@yahoo.com Orang Pinter? Kalo dulu sih kalo lagi naksir cewek baru ane ke orang pinter….., hehehe… *From:* obrolan-bandar@yahoogroups.com [mailto: obrolan-ban...@yahoogroups.com] *On Behalf Of *aku...@gmail.com *Sent:* 08 Desember 2009 14:46 *To:* obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] SHORT SUMI !! Masternya FA udah kasih aba2 nih.. Hajar kanan donk, masak maunya kiri mulu... Ayooo.. Ane percaya ama org pinter. Yg nggak percaya ama org pinter kyk Kang Bagus, monggo silakan.. enjoy the show, time will tell the truth.. Salam newbie, Sent from my HaPe Katrok® powered by Superman Terbang -- *From: *Bagus Putra Perdana disclosure@gmail.com *Date: *Tue, 8 Dec 2009 14:37:45 +0700 *To: *obrolan-bandar@yahoogroups.com *Subject: *Re: [ob] SHORT SUMI !! I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkes...@gmail.com banyak banget yang defense sama posting SUMI pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda . berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected...The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman Tidak ada virus ditemukan dalam pesan masuk. Diperiksa oleh AVG - www.avg.com Versi: 9.0.709 / Basis Data Virus: 270.14.98/2551 - Tanggal Rilis: 12/08/09 02:34:00
RE: [ob] SHORT SUMI !!
Wakakaka.., lu suka jail kali, jadi mau di santet.., bukan di pelet.., hahaha.. From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of Dean Earwicker Sent: 08 Desember 2009 15:24 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! ah yang bener bos? dulu waktu ane kuliah, banyak cewe cakep yang ke orang pinter, soalnya ane pemilih banget... wkwkwk ... kabur naik sukhoi.. 2009/12/8 JT jsxtra...@yahoo.com Orang Pinter? Kalo dulu sih kalo lagi naksir cewek baru ane ke orang pinter..., hehehe. From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of aku...@gmail.com Sent: 08 Desember 2009 14:46 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! Masternya FA udah kasih aba2 nih.. Hajar kanan donk, masak maunya kiri mulu... Ayooo.. Ane percaya ama org pinter. Yg nggak percaya ama org pinter kyk Kang Bagus, monggo silakan.. enjoy the show, time will tell the truth.. Salam newbie, Sent from my HaPe KatrokR powered by Superman Terbang _ From: Bagus Putra Perdana disclosure@gmail.com Date: Tue, 8 Dec 2009 14:37:45 +0700 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkes...@gmail.com banyak banget yang defense sama posting SUMI pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda . berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected...The test of all knowledge is experiment. Experiment is the sole judge of scientific truth. - Richard Feynman Tidak ada virus ditemukan dalam pesan masuk. Diperiksa oleh AVG - www.avg.com Versi: 9.0.709 / Basis Data Virus: 270.14.98/2551 - Tanggal Rilis: 12/08/09 02:34:00 Tidak ada virus ditemukan dalam pesan masuk. Diperiksa oleh AVG - www.avg.com Versi: 9.0.709 / Basis Data Virus: 270.14.98/2551 - Tanggal Rilis: 12/08/09 02:34:00
Re: [ob] SHORT SUMI !! - BTN aja Kang
BNI memang lumayan OK. Dulu pernah nyangkut dan tidak pernah duga kalau samapai ke 700-an. Sekarang yg nyangkut sudah bersih2, kalau longsor lagi sampai 1900 terpaksa PT semua. Tapi BNI ini sebetulnya bukan bandingannya BTN. Kalau BTN bandingannya lebih ke BRI. Tapi untuk jadi seperti BRI yg 7000-an bakal butuh waktu lama. Thanks for the info anyway, coba saya baca2 lagi, mungkin ada yang miss salam, Armando From: Bagus Putra Perdana disclosure@gmail.com To: obrolan-bandar@yahoogroups.com Sent: Tue, December 8, 2009 2:58:18 PM Subject: Re: [ob] SHORT SUMI !! - BTN aja Kang saya kebetulan gak mesen pak. saya kurang suka business model nya. no special growth story. competitive advantage nya kurang elemen magic hehe. niche nya di perumahan namun itupun hanya 25% market cap dgn banyak serangan disana-sini dr kompetitor.jadi dengan NIM 5 % memang aman tapi tidak terlalu profitable dan suck-up cash dalam waktu panjang krn pembiayaannya jangka panjang. LDR sudah diatas 100 %. Tier 1 Capitalnya sudah limited ya. basically lack of growth factor meski memang aman sih. PRE IPO ROE nya dibawah BBNI sehingga harga nya di PBV segini kurang menarik buat proxy banking. On Tue, Dec 8, 2009 at 2:49 PM, Armando Anthony armando.anthony@ yahoo.com wrote: Numpang tanya Kang, BTN-IPO kok saya cuma dapet 4% ya? apakah oversubscribe salam, Armando From: Bagus Putra Perdana disclosure.inc@ gmail.com To: obrolan-bandar@ yahoogroups. com Sent: Tue, December 8, 2009 2:37:45 PM Subject: Re: [ob] SHORT SUMI !! I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkesatu@ gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected... The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected... The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman
Re: [ob] SHORT SUMI !!
Bukan apa-apa, cewek-cewek itu ke orang pinter karena mau ngilangin pelet dari pak DE kaleee hehehe... *gak tahan pengen ikutan komentar deh* Rgds On 12/8/09, JT jsxtra...@yahoo.com wrote: Wakakaka.., lu suka jail kali, jadi mau di santet.., bukan di pelet.., hahaha.. From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of Dean Earwicker Sent: 08 Desember 2009 15:24 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! ah yang bener bos? dulu waktu ane kuliah, banyak cewe cakep yang ke orang pinter, soalnya ane pemilih banget... wkwkwk ... kabur naik sukhoi.. 2009/12/8 JT jsxtra...@yahoo.com Orang Pinter? Kalo dulu sih kalo lagi naksir cewek baru ane ke orang pinter..., hehehe. From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of aku...@gmail.com Sent: 08 Desember 2009 14:46 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! Masternya FA udah kasih aba2 nih.. Hajar kanan donk, masak maunya kiri mulu... Ayooo.. Ane percaya ama org pinter. Yg nggak percaya ama org pinter kyk Kang Bagus, monggo silakan.. enjoy the show, time will tell the truth.. Salam newbie, Sent from my HaPe KatrokR powered by Superman Terbang _ From: Bagus Putra Perdana disclosure@gmail.com Date: Tue, 8 Dec 2009 14:37:45 +0700 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkes...@gmail.com banyak banget yang defense sama posting SUMI pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda . berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected...The test of all knowledge is experiment. Experiment is the sole judge of scientific truth. - Richard Feynman Tidak ada virus ditemukan dalam pesan masuk. Diperiksa oleh AVG - www.avg.com Versi: 9.0.709 / Basis Data Virus: 270.14.98/2551 - Tanggal Rilis: 12/08/09 02:34:00 Tidak ada virus ditemukan dalam pesan masuk. Diperiksa oleh AVG - www.avg.com Versi: 9.0.709 / Basis Data Virus: 270.14.98/2551 - Tanggal Rilis: 12/08/09 02:34:00
Re: [ob] SHORT SUMI !!
Kalo orang pinter - minum tolak-angin... Bukan apa-apa, cewek-cewek itu ke orang pinter karena mau ngilangin pelet dari pak DE kaleee hehehe... *gak tahan pengen ikutan komentar deh* Rgds On 12/8/09, JT jsxtra...@yahoo.com wrote: Wakakaka.., lu suka jail kali, jadi mau di santet.., bukan di pelet.., hahaha.. From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of Dean Earwicker Sent: 08 Desember 2009 15:24 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! ah yang bener bos? dulu waktu ane kuliah, banyak cewe cakep yang ke orang pinter, soalnya ane pemilih banget... wkwkwk ... kabur naik sukhoi.. 2009/12/8 JT jsxtra...@yahoo.com Orang Pinter? Kalo dulu sih kalo lagi naksir cewek baru ane ke orang pinter..., hehehe. From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of aku...@gmail.com Sent: 08 Desember 2009 14:46 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! Masternya FA udah kasih aba2 nih.. Hajar kanan donk, masak maunya kiri mulu... Ayooo.. Ane percaya ama org pinter. Yg nggak percaya ama org pinter kyk Kang Bagus, monggo silakan.. enjoy the show, time will tell the truth.. Salam newbie, Sent from my HaPe KatrokR powered by Superman Terbang _ From: Bagus Putra Perdana disclosure@gmail.com Date: Tue, 8 Dec 2009 14:37:45 +0700 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkes...@gmail.com banyak banget yang defense sama posting SUMI pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda . berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected...The test of all knowledge is experiment. Experiment is the sole judge of scientific truth. - Richard Feynman Tidak ada virus ditemukan dalam pesan masuk. Diperiksa oleh AVG - www.avg.com Versi: 9.0.709 / Basis Data Virus: 270.14.98/2551 - Tanggal Rilis: 12/08/09 02:34:00 Tidak ada virus ditemukan dalam pesan masuk. Diperiksa oleh AVG - www.avg.com Versi: 9.0.709 / Basis Data Virus: 270.14.98/2551 - Tanggal Rilis: 12/08/09 02:34:00
Re: [ob] SHORT SUMI !!
Bukannya Defense.. Tolong kalau suruh Short Sumi, Please di elaborate alasannya. Mas Bwijaya kan suruh bandingkan dengan DER Peer seperti PTBA, ADRO, ITMG (yg memang management nya Bagus, tidak neko2 :). Tolong kasih data perbandingan/perhitungan DER BUMI,ADRO dan ITMG nya, bahkan kalau ada perhitungan CLOP dan LOP nya seperti posting Mbah (sy posting lg). Salam :) ___ Debt to Equity Ratio (DER) nya BUMI sekitar 2 memang diatasnormal (belum termasuk utang baru).Tapi bukan berarti perusahan yg DER nya kecil pasti bisabayar utang atau sebaliknya, belum tentu perusahaan yg DER nyatinggi akan mengakibatkan engga bisa bayar utang.Yg menentukan sebuah perusahaan bisa bayar hutang atau enggadalam jangka panjang adalah LABA OPERASI. Biar DER nya keciltapi kalo engga ada CASH FLOW dari laba, tentunya akan susahbayar.di http://www.investda ta.net ada angka COP dan CLOP, kalo andakurangkan CLOP - COP akan didapatkan LOP .LOP = Liability / Operating Profit (dalam satuan tahun)LOP BUMI pada Q2/2009 sekitar 4, jadi diperlukan sekitar4 tahun untuk menutup semua Liabilitynya jadi NOL denganmenggunakan cash flow dari Laba operasi.LOP BUMI = 4 bisa dibilang NORMAL, karena LOP emitenyg lainpun engga lebih baik, contoh:- ASII = 4- UNTR = 4- PTBA = 4,5- UNVR = 1 , Jaminan mutu, dulu lagi embah ke Inggris barengama pegawai Unilever yg mau training, training jual sabunaja ke Inggris... hehehe)- TLKM = 2- INDF = 7- SGRO = 1 (Sampurna duitnya banyak ampe disimpen dibankyg engga kuat, mungkin dibawah bantal pembantunya jugaudah penuh... hehehe)Jadi yg ngasih credit ama BUMI bukan bankir bodo, disampingitu cadangan batubara BUMI di KPC dan Arutmin nilainya sekitar20 miliar dollar kalo engga salah... -Original Message- From: Bwijaya emailkes...@gmail.com Date: Tue, 8 Dec 2009 14:10:45 To: obobrolan-bandar@yahoogroups.com Subject: [ob] SHORT SUMI !! banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150
Re: [ob] SHORT SUMI !!
Bukan begitu Pak Rei Kalau MBAH suruh Serbu, Pak JT suruh Makan, mereka bisa mempertanggungjawabkan Postingnya... BUMI ini Saham sejuta Umat, Efek Psikologinya besar buat Market... -Bukan Fans BUMI- -Original Message- From: Rei highwaysta...@gmail.com Date: Tue, 8 Dec 2009 14:14:16 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! SUMI mirip klub sepak bola pak, pendukungnya banyak dan setia2 jadi siap2 diprotes kalo ada yg posting jelek ttg SUMI hihihi... 2009/12/8 Bwijaya emailkes...@gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Sent from my coal-powered phone.
Re: [ob] SHORT SUMI !!
2.5 Bio itu termasuk Pinjaman dr JP Morgan Mas Bagus ? -Original Message- From: Bagus Putra Perdana disclosure@gmail.com Date: Tue, 8 Dec 2009 14:37:45 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkes...@gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected...The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman
Re: [ob] SHORT SUMI !!
Ane setuju ama kang Ocoy yg SKEPTIC sama BUMI... Sekarang kita pake SIMPLE THINKING aja deh, smart moneys yg punya analis2 top and pake itung2an ngejelimet serta akses informasi yg lebih canggih aja *belum ada yg berbondong2 mborong* BUMI (check volume BUMI and ticker reading-nya), ngapain kita mo ngedahuluin mereka? kan kalo smart moneys udah ngitung valuasi BUMI pasca ngutang sana sini, lalu mereka berpikir BUMI merupakan hidden treasury yg bakal kinclong dimasa depan, pasti dari sekarang mereka udah berlomba2 akumulasi. Hari ini inflow di BUMI? maybe, but pls check today's volume. Berapa banyak sih yg di akumulasi si BOZZ dgn volume harian segitu? tapi apakah sekarang timing yg cocok buat nge-short BUMI? yg paling pas mah waktu 3000an, bareng mBah... atau yg terakhir waktu kemarin2 di 2800an. Selama belum ada *negative price with high volume*, konyol kalo mau nge-short. Salam, On Tue, Dec 8, 2009 at 2:37 PM, Bagus Putra Perdana disclosure@gmail.com wrote: I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude.
Re: [ob] SHORT SUMI !!
entahlah pak boyz, kecuali kita dekat dgn org dalem/insider susah untuk bisa jitu ikut gerakan jangka pendek BUMI. dia bisa drive berita ke atas atau ke bawah. tergantung mana yg mau dijalanin. berita bagus dia siap banyak dalam waktu dekat meski itu semua belum value accretive. dan dia pegang kas gede pula skrg. tapi jangka panjang hasil keuangan gak bisa dibohongin. laporan keuangan BUMI akan kontras memburuk sementara peersnya terus meningkat dan positif. if u cant understand it, better not to go close around it. kecuali obvious diposisi Murah (Reward long lebih besar dari risk) atau diposisi mahal (reward Short lebih besar dari risk). saya masih tunggu q3. mo lihat kejelasan perjanjian dan kewajiban terkait pinjaman dan arus kas investasi yang sudah digunakan oleh manajemen terkait pinjaman dan dana-dana baru itu. On Tue, Dec 8, 2009 at 7:50 PM, boyz® m457...@gmail.com wrote: Ane setuju ama kang Ocoy yg SKEPTIC sama BUMI... Sekarang kita pake SIMPLE THINKING aja deh, smart moneys yg punya analis2 top and pake itung2an ngejelimet serta akses informasi yg lebih canggih aja *belum ada yg berbondong2 mborong* BUMI (check volume BUMI and ticker reading-nya), ngapain kita mo ngedahuluin mereka? kan kalo smart moneys udah ngitung valuasi BUMI pasca ngutang sana sini, lalu mereka berpikir BUMI merupakan hidden treasury yg bakal kinclong dimasa depan, pasti dari sekarang mereka udah berlomba2 akumulasi. Hari ini inflow di BUMI? maybe, but pls check today's volume. Berapa banyak sih yg di akumulasi si BOZZ dgn volume harian segitu? tapi apakah sekarang timing yg cocok buat nge-short BUMI? yg paling pas mah waktu 3000an, bareng mBah... atau yg terakhir waktu kemarin2 di 2800an. Selama belum ada *negative price with high volume*, konyol kalo mau nge-short. Salam, On Tue, Dec 8, 2009 at 2:37 PM, Bagus Putra Perdana disclosure@gmail.com wrote: I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected...The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman
Re: [ob] SHORT SUMI !!
SUMI mirip klub sepak bola pak, pendukungnya banyak dan setia2 jadi siap2 diprotes kalo ada yg posting jelek ttg SUMI hihihi... 2009/12/8 Bwijaya emailkes...@gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Sent from my coal-powered phone.
Re: [ob] SHORT SUMI !!
2150 ?, trying to scare a kids, it's been 385 before. can you give a little bit lower prediction. tq 2009/12/8 Bwijaya emailkes...@gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150
Re: [ob] SHORT SUMI !!
Short deh ampe gopek,... ntar gw mo gadein surat tanah kyk DonQicot gadein mobil. wakakakakkak. gaya doang ntar ampe gopek jg gemeter. Regards,... DvD™ In Te Domine, Speravi Non Confundar In Aeternum From: Bwijaya emailkes...@gmail.com To: ob obrolan-bandar@yahoogroups.com Sent: Tue, December 8, 2009 2:10:45 PM Subject: [ob] SHORT SUMI !! banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150
Re: [ob] SHORT SUMI !!
Biasa nya kalau banyak bad news time to buy banyak good news time to sell Sent from my AXIS Worry Free BlackBerry® smartphone -Original Message- From: Rei highwaysta...@gmail.com Date: Tue, 8 Dec 2009 14:14:16 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! SUMI mirip klub sepak bola pak, pendukungnya banyak dan setia2 jadi siap2 diprotes kalo ada yg posting jelek ttg SUMI hihihi... 2009/12/8 Bwijaya emailkes...@gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Sent from my coal-powered phone.
Re: [ob] SHORT SUMI !!
I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkes...@gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected...The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman
Re: [ob] SHORT SUMI !!
Mas DE?? Monggo diterjemahken? From: Bagus Putra Perdana disclosure@gmail.com To: obrolan-bandar@yahoogroups.com Sent: Tue, December 8, 2009 2:37:45 PM Subject: Re: [ob] SHORT SUMI !! I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkesatu@ gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected... The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman
Re: [ob] SHORT SUMI !! - BTN aja Kang
Numpang tanya Kang, BTN-IPO kok saya cuma dapet 4% ya? apakah oversubscribe salam, Armando From: Bagus Putra Perdana disclosure@gmail.com To: obrolan-bandar@yahoogroups.com Sent: Tue, December 8, 2009 2:37:45 PM Subject: Re: [ob] SHORT SUMI !! I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkesatu@ gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected... The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman
Re: [ob] SHORT SUMI !!
Biarin aja bos lu short ndri, gapain ajak2? takut ga bs cover diharga bawah yah? Powered by Telkomsel BlackBerry® -Original Message- From: Bwijaya emailkes...@gmail.com Date: Tue, 8 Dec 2009 14:10:45 To: obobrolan-bandar@yahoogroups.com Subject: [ob] SHORT SUMI !! banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150
Re: [ob] SHORT SUMI !!
Masternya FA udah kasih aba2 nih.. Hajar kanan donk, masak maunya kiri mulu... Ayooo.. Ane percaya ama org pinter. Yg nggak percaya ama org pinter kyk Kang Bagus, monggo silakan.. enjoy the show, time will tell the truth.. Salam newbie, Sent from my HaPe Katrok® powered by Superman Terbang -Original Message- From: Bagus Putra Perdana disclosure@gmail.com Date: Tue, 8 Dec 2009 14:37:45 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkes...@gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected...The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman
RE: [ob] SHORT SUMI !!
Orang Pinter? Kalo dulu sih kalo lagi naksir cewek baru ane ke orang pinter..., hehehe. From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of aku...@gmail.com Sent: 08 Desember 2009 14:46 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! Masternya FA udah kasih aba2 nih.. Hajar kanan donk, masak maunya kiri mulu... Ayooo.. Ane percaya ama org pinter. Yg nggak percaya ama org pinter kyk Kang Bagus, monggo silakan.. enjoy the show, time will tell the truth.. Salam newbie, Sent from my HaPe KatrokR powered by Superman Terbang _ From: Bagus Putra Perdana disclosure@gmail.com Date: Tue, 8 Dec 2009 14:37:45 +0700 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] SHORT SUMI !! I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkes...@gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected...The test of all knowledge is experiment. Experiment is the sole judge of scientific truth. - Richard Feynman Tidak ada virus ditemukan dalam pesan masuk. Diperiksa oleh AVG - www.avg.com Versi: 9.0.709 / Basis Data Virus: 270.14.98/2551 - Tanggal Rilis: 12/08/09 02:34:00
Re: [ob] SHORT SUMI !! - BTN aja Kang
saya kebetulan gak mesen pak. saya kurang suka business model nya. no special growth story. competitive advantage nya kurang elemen magic hehe. niche nya di perumahan namun itupun hanya 25% market cap dgn banyak serangan disana-sini dr kompetitor.jadi dengan NIM 5 % memang aman tapi tidak terlalu profitable dan suck-up cash dalam waktu panjang krn pembiayaannya jangka panjang. LDR sudah diatas 100 %. Tier 1 Capitalnya sudah limited ya. basically lack of growth factor meski memang aman sih. PRE IPO ROE nya dibawah BBNI sehingga harga nya di PBV segini kurang menarik buat proxy banking. On Tue, Dec 8, 2009 at 2:49 PM, Armando Anthony armando.anth...@yahoo.comwrote: Numpang tanya Kang, BTN-IPO kok saya cuma dapet 4% ya? apakah oversubscribe salam, Armando -- *From:* Bagus Putra Perdana disclosure@gmail.com *To:* obrolan-bandar@yahoogroups.com *Sent:* Tue, December 8, 2009 2:37:45 PM *Subject:* Re: [ob] SHORT SUMI !! I do skeptic with BUMI now that they will likely to post awfully declining P L starts from this Q3 09 - A 09 - Q1 010 - Q2 010 Given their bleak bottomline outlook and negative FCF. But THINK TWICE before u short them coz needless to say ; 1) The Price Aint Really Too Pricey Now at Current Level. 2) they got 2.5 Bio USD in CASH now. Can U OutWeigh Their Bullet? 3) they got ammo's of news and stories upcoming, starts from Herald Forestry Pemit to Berau and Maruwai Linkage. shorters got a little comforting reasons though ; all the stories is not yet really an assets, more like a liabilities, herald, gallo, citra palu, Zfariat wont add up contributing cash even 2 years after their exploration Succeded while they were sucking up cash up till now. while Berau, Maruwai, Etc would effectly add value but i doubt it would make the bottomline forecast improves. But Sure U Really wanna challenge 2.5 Bio USD Cash Holders Head-On?!. Think Again Dude. 2009/12/8 Bwijaya emailkesatu@ gmail.com emailkes...@gmail.com banyak banget yang defense sama posting SUMI ... pake bilang compare ke indf segala, menurut para pakar FA juga compare itu harus ke sektor sejenis, kalo sektor nya coal yah ke coal lagi seperti PTBA, ITMG dsj coba bandingkan DER .. SUMI dengan PTBA dan ITMG.. wah jauhh boo belum lagi alasana yang bilang kalo masih ada yang ngutangin berarti masih dipercaya wahhh maksain bganget alasannya posting-posting ini jelas tanda berarti banyak trader yang punya barang di harga atas... bozz ku ngeshort nih, ayo bozz bozz yang lain pada ngeshort juga SHORT SUMI... terminal terdekat ada di 2150 -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected... The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected...The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman
