--- astrid shiva <astrid.sh...@gmx.de> schrieb am Di, 13.1.2009:
Von: astrid shiva <astrid.sh...@gmx.de>
Betreff: astrid shiva has sent you a GLG News Analysis.
An: cleopatras.c...@yahoo.de
Datum: Dienstag, 13. Januar 2009, 9:52
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Tuesday, January 13, 2009astrid shiva
(astrid.sh...@gmx.de)
thought you would be interested in reading this GLG News analysis.
Message from astrid shiva: hi CC! ein kleinlautes Hallo aus DE!
heute schon wieder AR erreicht! lol
kaufste ADRO, BLTA?
Why Does the Bakrie Group need more commitments now?
Author: GLG Expert Contributor
Analysis of: Indonesia's Bumi buys mining operator stake for $218 mln
Implications:
The Bakrie Group's Bumi Resources announced 2 major acquisitions last week
totally well over $400 million. The question is how and why Bakrie feels
compelled to do these deals at a time when the company (and the family) is
recovering from major downward slides in share price, commodity prices, and
liquidity. The deals have been structured so that the major payments will
occur several years in the future, so, ostensibly the company can "afford" the
terms. However, these resources come at a significantly higher price than the
valuation of Bumi's current resources and they don't seem to complement the
company's current asset mix.
Read full analysis
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