[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik up_trends
saya bukan fund manager kok, saya org kecil doang. tp saya tahu ada 
bbrp fund manager yg beli bumi di 
900,950,990,940,900,850,800,750,710. 
spt anda, saya temen temen saya beli BUMI juga pas gembar gembor di 
960 krn wkt itu kata 'fundamentalist' bisa 1200-1500. nah pas 1000 
saya gak jual krn kejadiannya cepet sekali. pas 900 saya jual.temen 
saya hold terus dan masi senyum senyum. saya hanya bisa meringis krn 
gak kuat, takut. sekarang pas di 710 anda tahu siapa yg bisa 
tersenyum lega?
saya pernah baca di buku apa gitu, org yg gak mau cut loss/take 
profit spt org yg cuman mau menarik napas,  gak mau ngehembusin 
balik. alhasil akhirnya akan meledak sendiri.
saham bagus patut mahal, dan akan dibuat lebih mahal.saham murah 
patut murah dan akan dibuat lebih murah.sebab akibat.ferrari enzo 
gak mungkin harganya honda jazz kan? 

sorry kalo udah ngelantur, kita cuman berdiskusi sehat sharing 
pengalaman buat yg baru-2 masuk di hutan yg jahat ini.  

--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
[EMAIL PROTECTED] wrote:

 
 Btw, anda fund manager ya Saya juga lho... fund manager of 
 myself reksadana :D
 
 Redy
 
 --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
 wrote:
 
  terus terang saya gak tahan kalo diiris bandar 5%aja. itu saya 
 bilang 
  bukan investing, suicide is more appropriate. 
  
  gmn tanggung jawab fund manager reksadana gimana bisa compete 
dgn 
  fund fund yg lain?
  gini aja deh, kalo bumi bisa naik 70% saya yakin ada alternative 
  saham yg bisa naik 100% or more. anda mau naik kuda or donkey?:)
  
  --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
  redyherinantoalb@ wrote:
  
   Kalo kelihatan di guyur kenceng kenapa tidak Kita harus 
  flexible 
   to???  bottom line nya kan BUMI masih bagus profitability 
 nya, 
   siapa tahu besok saya malah nabrak di atas 750... begitu juga 
   anda... who knows... :))
   
   Redy
   --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
   wrote:
   
asal jgn nanti diganti wait dibawah 600 yah pak?:)

--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
redyherinantoalb@ wrote:

 Iya di dunia saham kalo di real world seh ada 
 aja... :))
 Time will tell about BUMI... but I agreed with Frederick 
 about 
 it there is no problem at all about BUMI 
 profitability... 
   that 
 the most important I don't know what scenario, but I 
 waited 
   it 
 below 700...
 Let see...
 
 Redy
 
 
 --- In obrolan-bandar@yahoogroups.com, up_trends 
 up_trends@ 
 wrote:
 
  waduh, bung redy sering edi tansil? kasian, cepat berobat 
 pak.
  serius bgt neh semua. 
  
  and sell it at 2700? Joke... joke... :D
   It's call Edi Tansil... or goyang dikit udah keluar :))
   Joke aa... saya juga sering gitu kok
  
  yah and buy back at 2900 to sell them all at 6100? hahaha.
  
  --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
  redyherinantoalb@ wrote:
  
   
   ( haha, yeah rite, unfortunately, i was wise enough to 
   invest 
in 
 untr 
at 2500 at that time )
   
   and sell it at 2700? Joke... joke... :D
   It's call Edi Tansil... or goyang dikit udah keluar :))
   Joke aa... saya juga sering gitu kok
   
   Redy
  
 

   
  
 








 
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Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik boyz
hehehe ... makin seru aja nih


up_trends wrote:
 
 
 funny when some people said this stock is good but actually they
 still dont invest in it. if u are sure enough bumi is going to 1200,
 why u still don't have bumi? :)
 
 --- In obrolan-bandar@ yahoogroups. com 
 mailto:obrolan-bandar%40yahoogroups.com, Frederick Schubert
 pemainbesar@ ... wrote:
  
   nopebut i may be looking at heavily investing some big chunk of
 my fund
   and may forecast for BUMI fair value is more than 1,200 rups..
  
   but, what u said reminded me to an event when i told people that
 Telkom's fair value is at 9,000 rups...at that times Telkom's share
 price was at 4,400haha
   peace ah..
  
   up_trends [EMAIL PROTECTED] .. wrote:
   I'm guessing u have bumi? well good luck :)
  
   --- In obrolan-bandar@ yahoogroups. com 
 mailto:obrolan-bandar%40yahoogroups.com, Frederick Schubert
   pemainbesar@  wrote:
   
don't have any problem with my investment.. .my problem now is
 that
   i don't understand with what you said...
peace
   
up_trends up_trends@ wrote:
the problem is are u strong enough to see other stocks
   rally giving u
a whooping 20%+ gain while bumi ... :)
   
--- In obrolan-bandar@ yahoogroups. com 
 mailto:obrolan-bandar%40yahoogroups.com, Frederick Schubert
pemainbesar@  wrote:

 well...
 come on...be realistic... and please separate corporate action
and assets as of September 30 2006 (next 9-month earnings),
BUMI's assets should remain at IDR16.99 trillion, compared with
   PTBA
of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM of
IDR6.6 trillion.

 If BUMI CAN manage its current debts by any kind of refinancing
or loan bridging or whatsoever.. ..BUMI mabe as attractive as
 Inco...

 The question for BUMI is how they can manage their cash
flow...and maintain its loyal foreign buyers

 So, with or without selling KPC and ARUTMIN, which are the
largest coal miner by ASSETS and reserves, BUMI still has
 potential
for long term investment.

 cheers

 ariabela@ wrote:
 Sepertinya, pade kalah 'senior' semua sama yg punyanya,
ya - nanti lama2
 juga akan terlupakan/terseles aikan dg sendirinya.. .

 Aria

  Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC
etc...
  tapi manajemennya, ,yakkhh.
 
  - Original Message -
  From: up_trends
  To: obrolan-bandar@ yahoogroups. com 
 mailto:obrolan-bandar%40yahoogroups.com
  Sent: Tuesday, September 26, 2006 3:54 PM
  Subject: [obrolan-bandar] Re: masih layakkah BUMI?
 
 
  what goes around comes around. boongin berita di bumi,
 ketimpa
sial
  lumpur enrg. minum deh tuh lumpur sampe kenyang.
 
  --- In obrolan-bandar@ yahoogroups. com 
 mailto:obrolan-bandar%40yahoogroups.com, Jamal Nasution
 jamal@
  wrote:
  
  
   klo cp nya beli banyak berarti mo kesana
   tapi klo belinya cuma dikit berarti barang banyak nyangkut
   itu riset kapan? sesudah pembatalan KPC ya
  
   - Original Message -
   From: Handika Wisnu
   To: Bandar
   Sent: Tuesday, September 26, 2006 12:43 PM
   Subject: [obrolan-bandar] masih layakkah BUMI?
  
  
   Saya saat ini megang saham BUMI dalam jumlah yg lumayan
 banyak
  (menurut saya) karena dulu terpikat dgn janji mo bagi dividen
 Rp
  200/saham.
   Nah, yg mo saya tanyain...apakah BUMI masih layak
   dipertahankan
  ato tidak?
   Soalnya hasil dari cut loss ini akan saya alihkan untuk
 invest
  options di US market yg return-nya rata2 10% per bulan
 (strategi
  konservatif) .
  
   Tapi barusan saya baca review BEJ dari pusat riset Valbury
bilang
  klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya
bank2
  luar negeri yg msh mo memberikan pinjaman hingga 2x yg
 diminta.
   Katanya ini menunjukkan bahwa BUMI msh dipercaya sama
 investor
  luar.
   Plus target dlm 3 bulan bisa balik ke 950...dan jika
 dihitung
  fair value based on asset dan Gordon growth model masih di
Rp1100 -
  Rp1200
  
   Minta sarannya donk bwt yg sudah senior...mesti diapain ya
   saham
  ini?
   Soalnya siklus dari pasar options di US market tu tiap akhir
  October bakal ada major momentum. sayang bgt klo ! ampe
 kelewat
  
   Terimakasih banyak
  
   Kutipan dari pusat riset Valbury :
  
  
   Special Mention:
   BUMI: 690-810. Best buy below IDR690. The fact that it has
  secured a foreign bank syndicated loan shows that
   foreign investors have still high confidence in BUMI's
   future.
If
  everything goes on smoothly, BUMI may
   return to visit IDR950 within threee months. Fair value
 based
   on
  assets and Gordon growth methodology
   remains at IDR1,100-IDR1, 200

[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik up_trends
trend follower, 
hmm blta,saya inget pas sama bumi harga sama sama di 670. tau pas 
saya cut bumi saya switch ke apa ?average up BLTA. bbrp saham yg anda 
punya juga saya punya. price di brp saya gak usah sebut.nanti 
dibilang boong lagi.

hayo jawab siapa yg tadi tiba tiba ngaku suka eddy tansil?:)

--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
[EMAIL PROTECTED] wrote:

 Iya juga seh he he he... memang PTBA lebih mahal dari harga 
 maupun PER nya, padahal perusahaannya belum tentu lebih bagus, so 
 saya gak mau masuk situ... cukup ikut dari 2000 (waktu masih murah) 
 ke 3rban (mahal booo, sell sell sell, besok kalau relnya jadi buy 
 buy buy) so, anda investor apa??? kalo saya contrarian cari 
 saham bagus yang valuasinya masih rendah kalo saya bilang saya 
 masih hold BLTA harga 800 anda percaya Saya masih hold Pgas 
 harga 5000 anda percaya... saya juga masih hold isat harga 5800 
 tuh, dan saya gak ada masalah dengan tidur saya kok :D   
mungkin 
 sedikit dengan Edi Tansil tadi wakakakakak. sante aja pak... 
 saya percaya nilai wajar BUMI diatas 1000, masalahnya saya pengen 
 dapat harga yang terbaik... so saya masih tahan diri
 that just me
 
 Redy
 
 --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
 wrote:
 
  semua fundamental bagus bahkan yg spt anda bilang lebih bagus dr 
  ptba. satu pertanyaan saya. 
  kok ptba harganya bisa lebih mahal yah? bahkan warrantnya 
harganya 
  dulu bisa lebih tinggi dr BUMI? harganya salah?kemahalan kah 
  warrantnya, apa investornya salah ? ato perusahaannya yg salah? 
 ato 
  market yg salah? 
  
  tp sih org punya prinsip sendiri. saya mau bisa tidur 
tenangpergi 
  berlibur kayak Mbah. :) 
  
  --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
  redyherinantoalb@ wrote:
  
   You buy Jaka, CNKO, RAJA, SUBA etc... that suicide in case 
 of 
   BUMI I think it's because Lapindo and Bakrie negatif 
 sentiment 
   when it's over... and it will then BUMI will be bright 
 again... 
   it's the biggest and best best mining in Indonesia even the 
   world PTBA is peanut compare with it, itu tambang 
permukaan, 
   dengan batubara Hi Cal, itulah kenapa operating cost nya begitu 
   murah... operating cost murah harga batubara Hi Calory 
  tinggi... 
   profit tinggi... seharusnya share value up juga kan
   
   Btw, anda fund manager ya Saya juga lho... fund manager of 
   myself reksadana :D
   
   Redy
   
   --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
   wrote:
   
terus terang saya gak tahan kalo diiris bandar 5%aja. itu 
saya 
   bilang 
bukan investing, suicide is more appropriate. 

gmn tanggung jawab fund manager reksadana gimana bisa 
compete 
  dgn 
fund fund yg lain?
gini aja deh, kalo bumi bisa naik 70% saya yakin ada 
 alternative 
saham yg bisa naik 100% or more. anda mau naik kuda or 
 donkey?:)

--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
redyherinantoalb@ wrote:

 Kalo kelihatan di guyur kenceng kenapa tidak Kita harus 
flexible 
 to???  bottom line nya kan BUMI masih bagus profitability 
   nya, 
 siapa tahu besok saya malah nabrak di atas 750... begitu 
 juga 
 anda... who knows... :))
 
 Redy
 --- In obrolan-bandar@yahoogroups.com, up_trends 
 up_trends@ 
 wrote:
 
  asal jgn nanti diganti wait dibawah 600 yah pak?:)
  
  --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
  redyherinantoalb@ wrote:
  
   Iya di dunia saham kalo di real world seh ada 
   aja... :))
   Time will tell about BUMI... but I agreed with 
Frederick 
   about 
   it there is no problem at all about BUMI 
   profitability... 
 that 
   the most important I don't know what scenario, but 
I 
   waited 
 it 
   below 700...
   Let see...
   
   Redy
   
   
   --- In obrolan-bandar@yahoogroups.com, up_trends 
   up_trends@ 
   wrote:
   
waduh, bung redy sering edi tansil? kasian, cepat 
 berobat 
   pak.
serius bgt neh semua. 

and sell it at 2700? Joke... joke... :D
 It's call Edi Tansil... or goyang dikit udah 
 keluar :))
 Joke aa... saya juga sering gitu kok

yah and buy back at 2900 to sell them all at 6100? 
 hahaha.

--- In obrolan-
 [EMAIL PROTECTED], redyherinantoalb 
redyherinantoalb@ wrote:

 
 ( haha, yeah rite, unfortunately, i was wise enough 
 to 
 invest 
  in 
   untr 
  at 2500 at that time )
 
 and sell it at 2700? Joke... joke... :D
 It's call Edi Tansil... or goyang dikit udah 
 keluar :))
 Joke aa... saya juga sering gitu kok
 
 Redy

   
  
 

   
  
 








 
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* To visit your group on the 

[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik redyherinantoalb
He he he kalo tidak suka di tuduh boong jangan suka menuduh 
orang boong dong masalah edi tansil kita sudahi disini ya... 
hanya saya, istri, selingkuhan dan Tuhan yang tahu wakakakakakak
Emang saya punya saham apa aja tho Kalo saya bilang saya hanya 
pengamat yang belum maen saham gimana Kalo saya bilang saya the 
real big bozz yang lagi mantau gimana??? Yang jelas saya pake nama 
asli... nothing to hide sante aja ya pak just share 
oppinion if you feel good take it, if not leave it don't 
include pride in it... not worth it
I just feel it's not approriate for Mr. Fs, He post with good faith, 
you like?? take it if not leave it... keep it simple adapt 
with your style and confidence

Redy

--- In obrolan-bandar@yahoogroups.com, up_trends [EMAIL PROTECTED] 
wrote:

 trend follower, 
 hmm blta,saya inget pas sama bumi harga sama sama di 670. tau pas 
 saya cut bumi saya switch ke apa ?average up BLTA. bbrp saham yg 
anda 
 punya juga saya punya. price di brp saya gak usah sebut.nanti 
 dibilang boong lagi.
 
 hayo jawab siapa yg tadi tiba tiba ngaku suka eddy tansil?:)
 
 --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
 redyherinantoalb@ wrote:
 
  Iya juga seh he he he... memang PTBA lebih mahal dari 
harga 
  maupun PER nya, padahal perusahaannya belum tentu lebih bagus, 
so 
  saya gak mau masuk situ... cukup ikut dari 2000 (waktu masih 
murah) 
  ke 3rban (mahal booo, sell sell sell, besok kalau relnya jadi 
buy 
  buy buy) so, anda investor apa??? kalo saya contrarian 
cari 
  saham bagus yang valuasinya masih rendah kalo saya bilang 
saya 
  masih hold BLTA harga 800 anda percaya Saya masih hold Pgas 
  harga 5000 anda percaya... saya juga masih hold isat harga 
5800 
  tuh, dan saya gak ada masalah dengan tidur saya kok :D   
 mungkin 
  sedikit dengan Edi Tansil tadi wakakakakak. sante aja pak... 
  saya percaya nilai wajar BUMI diatas 1000, masalahnya saya 
pengen 
  dapat harga yang terbaik... so saya masih tahan diri
  that just me
  
  Redy
  
  --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
  wrote:
  
   semua fundamental bagus bahkan yg spt anda bilang lebih bagus 
dr 
   ptba. satu pertanyaan saya. 
   kok ptba harganya bisa lebih mahal yah? bahkan warrantnya 
 harganya 
   dulu bisa lebih tinggi dr BUMI? harganya salah?kemahalan kah 
   warrantnya, apa investornya salah ? ato perusahaannya yg 
salah? 
  ato 
   market yg salah? 
   
   tp sih org punya prinsip sendiri. saya mau bisa tidur 
 tenangpergi 
   berlibur kayak Mbah. :) 
   
   --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
   redyherinantoalb@ wrote:
   
You buy Jaka, CNKO, RAJA, SUBA etc... that suicide in 
case 
  of 
BUMI I think it's because Lapindo and Bakrie negatif 
  sentiment 
when it's over... and it will then BUMI will be bright 
  again... 
it's the biggest and best best mining in Indonesia even the 
world PTBA is peanut compare with it, itu tambang 
 permukaan, 
dengan batubara Hi Cal, itulah kenapa operating cost nya 
begitu 
murah... operating cost murah harga batubara Hi Calory 
   tinggi... 
profit tinggi... seharusnya share value up juga kan

Btw, anda fund manager ya Saya juga lho... fund manager 
of 
myself reksadana :D

Redy

--- In obrolan-bandar@yahoogroups.com, up_trends 
up_trends@ 
wrote:

 terus terang saya gak tahan kalo diiris bandar 5%aja. itu 
 saya 
bilang 
 bukan investing, suicide is more appropriate. 
 
 gmn tanggung jawab fund manager reksadana gimana bisa 
 compete 
   dgn 
 fund fund yg lain?
 gini aja deh, kalo bumi bisa naik 70% saya yakin ada 
  alternative 
 saham yg bisa naik 100% or more. anda mau naik kuda or 
  donkey?:)
 
 --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
 redyherinantoalb@ wrote:
 
  Kalo kelihatan di guyur kenceng kenapa tidak Kita 
harus 
 flexible 
  to???  bottom line nya kan BUMI masih bagus 
profitability 
nya, 
  siapa tahu besok saya malah nabrak di atas 750... begitu 
  juga 
  anda... who knows... :))
  
  Redy
  --- In obrolan-bandar@yahoogroups.com, up_trends 
  up_trends@ 
  wrote:
  
   asal jgn nanti diganti wait dibawah 600 yah pak?:)
   
   --- In obrolan-
[EMAIL PROTECTED], redyherinantoalb 
   redyherinantoalb@ wrote:
   
Iya di dunia saham kalo di real world seh 
ada 
aja... :))
Time will tell about BUMI... but I agreed with 
 Frederick 
about 
it there is no problem at all about BUMI 
profitability... 
  that 
the most important I don't know what scenario, 
but 
 I 
waited 
  it 
below 700...
Let see...

Redy


--- In obrolan-bandar@yahoogroups.com, up_trends 

[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik up_trends
perasaaan saya dr td nyantai aja.
jgn jgn anda yg dr tadi dah panas dingin ngeliatin . dr td ngomong 
nyantai aja. 
mungkin anda dah terlalu punya banyak bumi,jd ada yg nyinggung ttg 
bumi jd super defensive. 
i feel sorry for u dude. :)

--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
[EMAIL PROTECTED] wrote:

 He he he kalo tidak suka di tuduh boong jangan suka menuduh 
 orang boong dong masalah edi tansil kita sudahi disini ya... 
 hanya saya, istri, selingkuhan dan Tuhan yang tahu wakakakakakak
 Emang saya punya saham apa aja tho Kalo saya bilang saya hanya 
 pengamat yang belum maen saham gimana Kalo saya bilang 
saya the 
 real big bozz yang lagi mantau gimana??? Yang jelas saya pake nama 
 asli... nothing to hide sante aja ya pak just share 
 oppinion if you feel good take it, if not leave it don't 
 include pride in it... not worth it
 I just feel it's not approriate for Mr. Fs, He post with good 
faith, 
 you like?? take it if not leave it... keep it simple adapt 
 with your style and confidence
 
 Redy
 
 --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
 wrote:
 
  trend follower, 
  hmm blta,saya inget pas sama bumi harga sama sama di 670. tau pas 
  saya cut bumi saya switch ke apa ?average up BLTA. bbrp saham yg 
 anda 
  punya juga saya punya. price di brp saya gak usah sebut.nanti 
  dibilang boong lagi.
  
  hayo jawab siapa yg tadi tiba tiba ngaku suka eddy tansil?:)
  
  --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
  redyherinantoalb@ wrote:
  
   Iya juga seh he he he... memang PTBA lebih mahal dari 
 harga 
   maupun PER nya, padahal perusahaannya belum tentu lebih bagus, 
 so 
   saya gak mau masuk situ... cukup ikut dari 2000 (waktu masih 
 murah) 
   ke 3rban (mahal booo, sell sell sell, besok kalau relnya jadi 
 buy 
   buy buy) so, anda investor apa??? kalo saya contrarian 
 cari 
   saham bagus yang valuasinya masih rendah kalo saya bilang 
 saya 
   masih hold BLTA harga 800 anda percaya Saya masih hold Pgas 
   harga 5000 anda percaya... saya juga masih hold isat harga 
 5800 
   tuh, dan saya gak ada masalah dengan tidur saya kok :D   
  mungkin 
   sedikit dengan Edi Tansil tadi wakakakakak. sante aja 
pak... 
   saya percaya nilai wajar BUMI diatas 1000, masalahnya saya 
 pengen 
   dapat harga yang terbaik... so saya masih tahan diri
   that just me
   
   Redy
   
   --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
   wrote:
   
semua fundamental bagus bahkan yg spt anda bilang lebih bagus 
 dr 
ptba. satu pertanyaan saya. 
kok ptba harganya bisa lebih mahal yah? bahkan warrantnya 
  harganya 
dulu bisa lebih tinggi dr BUMI? harganya salah?kemahalan kah 
warrantnya, apa investornya salah ? ato perusahaannya yg 
 salah? 
   ato 
market yg salah? 

tp sih org punya prinsip sendiri. saya mau bisa tidur 
  tenangpergi 
berlibur kayak Mbah. :) 

--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
redyherinantoalb@ wrote:

 You buy Jaka, CNKO, RAJA, SUBA etc... that suicide in 
 case 
   of 
 BUMI I think it's because Lapindo and Bakrie negatif 
   sentiment 
 when it's over... and it will then BUMI will be bright 
   again... 
 it's the biggest and best best mining in Indonesia even the 
 world PTBA is peanut compare with it, itu tambang 
  permukaan, 
 dengan batubara Hi Cal, itulah kenapa operating cost nya 
 begitu 
 murah... operating cost murah harga batubara Hi Calory 
tinggi... 
 profit tinggi... seharusnya share value up juga kan
 
 Btw, anda fund manager ya Saya juga lho... fund manager 
 of 
 myself reksadana :D
 
 Redy
 
 --- In obrolan-bandar@yahoogroups.com, up_trends 
 up_trends@ 
 wrote:
 
  terus terang saya gak tahan kalo diiris bandar 5%aja. itu 
  saya 
 bilang 
  bukan investing, suicide is more appropriate. 
  
  gmn tanggung jawab fund manager reksadana gimana bisa 
  compete 
dgn 
  fund fund yg lain?
  gini aja deh, kalo bumi bisa naik 70% saya yakin ada 
   alternative 
  saham yg bisa naik 100% or more. anda mau naik kuda or 
   donkey?:)
  
  --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
  redyherinantoalb@ wrote:
  
   Kalo kelihatan di guyur kenceng kenapa tidak Kita 
 harus 
  flexible 
   to???  bottom line nya kan BUMI masih bagus 
 profitability 
 nya, 
   siapa tahu besok saya malah nabrak di atas 750... 
begitu 
   juga 
   anda... who knows... :))
   
   Redy
   --- In obrolan-bandar@yahoogroups.com, up_trends 
   up_trends@ 
   wrote:
   
asal jgn nanti diganti wait dibawah 600 yah pak?:)

--- In obrolan-
 [EMAIL PROTECTED], redyherinantoalb 
redyherinantoalb@ wrote:

 Iya di dunia 

Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik Fadel Akbar



Someone said that not ONLY the asset that you have to be focused, but you have to look for a GOOD MANAGEMENT too.I think for investor this will be better to know how good is the CG of company, if its ok than done.Frederick Schubert [EMAIL PROTECTED] wrote: nopebut i may be looking at heavily investing some big chunk of my fund  and may forecast for BUMI fair value is more than 1,200 rups..but, what u said reminded me to an event when i told people that Telkom's fair
 value is at 9,000 rups...at that times Telkom's share price was at 4,400haha  peace ah..up_trends [EMAIL PROTECTED]com wrote:  I'm guessing u have bumi? well good luck :)--- In obrolan-bandar@yahoogroups.com, Frederick Schubert pemainbesar@... wrote: don't have any problem with my investment...my problem now is that i don't understand with what you said... peace  up_trends [EMAIL PROTECTED].. wrote: the problem is are u strong enough to see other stocks rally giving u  a whooping 20%+ gain while bumi ... :)  --- In obrolan-bandar@yahoogroups.com,
 Frederick Schubert  pemainbesar@ wrote:   well...  come on...be realistic... and please separate corporate action  and assets as of September 30 2006 (next 9-month earnings),  BUMI's assets should remain at IDR16.99 trillion, compared with PTBA  of ONLY IDR2.68 trillion, or INCO of  IDR15.23 trillion or ANTM of  IDR6.6 trillion.If BUMI CAN manage its current debts by any kind of refinancing  or loan bridging or whatsoeverBUMI mabe as attractive as Inco...The question for BUMI is how they can manage their cash  flow...and maintain its loyal foreign buyersSo, with or without selling KPC and ARUTMIN, which are the  largest coal miner by ASSETS and reserves, BUMI still has potential  for long term investment.cheers 
   ariabela@ wrote:  Sepertinya, pade kalah 'senior' semua sama yg punyanya,  ya - nanti lama2  juga akan terlupakan/terselesaikan dg sendirinya...Aria Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC  etc...   tapi  manajemennya,,yakkhh. - Original Message -   From: up_trends   To: obrolan-bandar@yahoogroups.com   Sent: Tuesday, September 26, 2006 3:54 PM   Subject: [obrolan-bandar] Re: masih layakkah BUMI?   what goes around comes around. boongin berita di bumi, ketimpa  sial   lumpur enrg. minum deh tuh lumpur sampe kenyang. --- In obrolan-bandar@yahoogroups.com, "Jamal Nasution" jamal@   wrote:  klo cp nya beli banyak berarti mo kesanatapi klo belinya cuma dikit berarti barang banyak nyangkut itu riset kapan? sesudah pembatalan KPC ya   - Original Message -From: Handika WisnuTo: BandarSent: Tuesday, September 26, 2006 12:43 PMSubject: [obrolan-bandar] masih layakkah BUMI?  Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak   (menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp   200/saham.Nah, yg mo saya
 tanyain...apakah BUMI masih layak dipertahankan   ato tidak?Soalnya hasil dari cut loss ini akan saya alihkan untuk invest   options di US market yg return-nya rata2 10% per bulan (strategi   konservatif).   Tapi barusan saya baca review BEJ dari  pusat riset Valbury  bilang   klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya  bank2   luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor   luar.Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung   fair value based on asset dan Gordon growth model masih di  Rp1100 -   Rp1200   Minta sarannya donk bwt yg sudah
 senior...mesti diapain ya saham   ini?Soalnya siklus dari pasar options di US market tu tiap akhir   October bakal ada major momentum. sayang bgt klo ! ampe kelewat   Terimakasih banyak   Kutipan dari pusat riset Valbury :   Special Mention:BUMI: 690-810. Best buy below IDR690. The fact that it has   secured a foreign bank syndicated loan shows thatforeign investors have still high confidence in BUMI's future.  If   everything goes on smoothly, BUMI mayreturn to visit IDR950 within threee months. Fair value based on   assets and Gordon growth methodologyremains at IDR1,100-IDR1,200  
  --   --Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.   Great rates starting at 1¢/min.  -  Do you Yahoo!?  Get on board. You're invited to try the new Yahoo! Mail.- Do you Yahoo!? Everyone is raving about the all-new Yahoo! Mail.Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.  Great rates starting at 1¢/min.  
		Stay in the know. Pulse on the new Yahoo.com.  Check it out. 

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SPONS

Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik Sjaiful Bahri
Maksimum 5% dari portofolio ada saham bakrie, dan
short term saja, lumayan naik-turun dan liquid, dan
pengalaman saya aman...:-D

cheers
iful


--- redyherinantoalb [EMAIL PROTECTED]
wrote:

 That's not funny I konw someone still hold BUMI
 at avarage 30 
 rupiah 50.000 lot. I lost BUMI once, but
 with it's price now 
 I considering to take it as long term investment
 althoung it 
 will break mu oath not to buy Bakries anymore... :D
 
 Redy
 --- In obrolan-bandar@yahoogroups.com, up_trends
 [EMAIL PROTECTED] 
 wrote:
 
  haha mr frederick u can be very funny sumtimes
  maybe Rp 35, or maybe Rp 990? or 1000? hihihi, i
 leave the answer 
 to 
  you. :)
  
  
  --- In obrolan-bandar@yahoogroups.com, Frederick
 Schubert 
  pemainbesar@ wrote:
  
   not that funnyi stll have some at an average
 of 
  IDR35so...take an easy...
 hehe
   
   up_trends up_trends@ wrote:
 funny when some people said this stock
 is good but 
  actually they 
   still dont invest in it. if u are sure enough
 bumi is going to 
  1200, 
   why u still don't have bumi? :)
   
   --- In obrolan-bandar@yahoogroups.com, Frederick
 Schubert 
   pemainbesar@ wrote:
   
nopebut i may be looking at heavily
 investing some big 
 chunk 
  of 
   my fund
and may forecast for BUMI fair value is more
 than 1,200 rups..

but, what u said reminded me to an event when
 i told people 
 that 
   Telkom's fair value is at 9,000 rups...at that
 times Telkom's 
 share 
   price was at 4,400haha
peace ah..

up_trends up_trends@ wrote:
I'm guessing u have bumi? well good luck :)

--- In obrolan-bandar@yahoogroups.com,
 Frederick Schubert 
pemainbesar@ wrote:

 don't have any problem with my
 investment...my problem now 
 is 
   that 
i don't understand with what you said...
 peace
 
 up_trends up_trends@ wrote:
 the problem is are u strong enough to see
 other stocks 
rally giving u 
 a whooping 20%+ gain while bumi ... :)
 
 --- In obrolan-bandar@yahoogroups.com,
 Frederick Schubert 
 pemainbesar@ wrote:
 
  well...
  come on...be realistic... and please
 separate corporate 
  action 
 and assets as of September 30 2006 (next
 9-month 
 earnings), 
 BUMI's assets should remain at IDR16.99
 trillion, compared 
 with 
PTBA 
 of ONLY IDR2.68 trillion, or INCO of
 IDR15.23 trillion or 
 ANTM 
  of 
 IDR6.6 trillion.
  
  If BUMI CAN manage its current debts by
 any kind of 
  refinancing 
 or loan bridging or whatsoeverBUMI mabe
 as attractive as 
   Inco...
  
  The question for BUMI is how they can
 manage their cash 
 flow...and maintain its loyal foreign
 buyers
  
  So, with or without selling KPC and
 ARUTMIN, which are the 
 largest coal miner by ASSETS and reserves,
 BUMI still has 
   potential 
 for long term investment.
  
  cheers
  
  ariabela@ wrote:
  Sepertinya, pade kalah 'senior' semua sama
 yg punyanya, 
 ya - nanti lama2
  juga akan terlupakan/terselesaikan dg
 sendirinya...
  
  Aria
  
   Asetnya BUMI keliatannya masih menarik
 dhe.. 
 ie :Arutmin, 
  KPC 
 etc...
   tapi manajemennya,,yakkhh.
  
   - Original Message -
   From: up_trends
   To: obrolan-bandar@yahoogroups.com
   Sent: Tuesday, September 26, 2006 3:54
 PM
   Subject: [obrolan-bandar] Re: masih
 layakkah BUMI?
  
  
   what goes around comes around. boongin
 berita di bumi, 
   ketimpa 
 sial
   lumpur enrg. minum deh tuh lumpur sampe
 kenyang.
  
   --- In obrolan-bandar@yahoogroups.com,
 Jamal Nasution 
   jamal@
   wrote:
   
   
klo cp nya beli banyak berarti mo
 kesana
tapi klo belinya cuma dikit berarti
 barang banyak 
 nyangkut
itu riset kapan? sesudah pembatalan
 KPC ya
   
- Original Message -
From: Handika Wisnu
To: Bandar
Sent: Tuesday, September 26, 2006
 12:43 PM
Subject: [obrolan-bandar] masih
 layakkah BUMI?
   
   
Saya saat ini megang saham BUMI dalam
 jumlah yg 
 lumayan 
   banyak
   (menurut saya) karena dulu terpikat dgn
 janji mo bagi 
  dividen 
   Rp
   200/saham.
Nah, yg mo saya tanyain...apakah BUMI
 masih layak 
dipertahankan
   ato tidak?
Soalnya hasil dari cut loss ini akan
 saya alihkan 
 untuk 
   invest
   options di US market yg return-nya rata2
 10% per bulan 
   (strategi
   konservatif).
   
Tapi barusan saya baca review BEJ dari
 pusat riset 
  Valbury 
 bilang
   klo BUMI msh pny masa depan yg bagus,
 keliatan dari 
  banyaknya 
 bank2
   luar negeri yg msh mo memberikan
 pinjaman hingga 2x yg 
   diminta.
Katanya ini menunjukkan bahwa BUMI msh
 dipercaya sama 
   investor
   luar.
Plus target dlm 3

Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik Karno Edy





Wei stop...yg debat japri aja deh jgn lewat 
milis

Cheers,
Karno


  - Original Message - 
  From: 
  up_trends 
  
  To: obrolan-bandar@yahoogroups.com 
  
  Sent: Wednesday, September 27, 2006 3:10 
  PM
  Subject: [obrolan-bandar] Re: masih 
  layakkah BUMI?
  
  
  perasaaan saya dr td nyantai aja.jgn jgn anda yg dr tadi dah panas 
  dingin ngeliatin . dr td ngomong nyantai aja. mungkin anda dah terlalu 
  punya banyak bumi,jd ada yg nyinggung ttg bumi jd super defensive. i 
  feel sorry for u dude. :)--- In obrolan-bandar@yahoogroups.com, 
  "redyherinantoalb" redyherinantoalb@... 
  wrote: He he he kalo tidak suka di tuduh boong jangan suka 
  menuduh  orang boong dong masalah edi tansil kita sudahi disini 
  ya...  hanya saya, istri, selingkuhan dan Tuhan yang tahu 
  wakakakakakak Emang saya punya saham apa aja tho Kalo 
  saya bilang saya hanya  pengamat yang belum maen saham gimana Kalo 
  saya bilang saya "the  real big bozz" yang lagi mantau gimana??? 
  Yang jelas saya pake nama  asli... nothing to hide sante aja ya 
  pak just share  oppinion if you feel good take it, if not 
  leave it don't  include pride in it... not worth it I 
  just feel it's not approriate for Mr. Fs, He post with good faith, 
   you like?? take it if not leave it... keep it simple adapt 
   with your style and confidence  Redy 
   --- In obrolan-bandar@yahoogroups.com, 
  "up_trends" up_trends@  wrote:   trend 
  follower,   hmm blta,saya inget pas sama bumi harga sama sama di 
  670. tau pas   saya cut bumi saya switch ke apa ?average up BLTA. 
  bbrp saham yg  anda   punya juga saya punya. price di brp 
  saya gak usah sebut.nanti   dibilang boong lagi.  
hayo jawab siapa yg tadi tiba tiba ngaku suka eddy 
  tansil?:)--- In obrolan-bandar@yahoogroups.com, 
  "redyherinantoalb"   redyherinantoalb@ wrote: 
  Iya juga seh he he he... memang PTBA lebih 
  mahal dari  hargamaupun PER nya, padahal 
  perusahaannya belum tentu lebih bagus,  sosaya gak 
  mau masuk situ... cukup ikut dari 2000 (waktu masih  murah)  
ke 3rban (mahal booo, sell sell sell, besok kalau relnya jadi 
   buybuy buy) so, anda investor apa??? kalo 
  saya contrarian  carisaham bagus yang 
  valuasinya masih rendah kalo saya bilang  saya
  masih hold BLTA harga 800 anda percaya Saya masih hold Pgas   
   harga 5000 anda percaya... saya juga masih hold isat harga 
   5800tuh, dan saya gak ada masalah dengan 
  tidur saya kok :D   mungkinsedikit dengan Edi 
  Tansil tadi wakakakakak. sante aja pak...saya 
  percaya nilai wajar BUMI diatas 1000, masalahnya saya  pengen  
dapat harga yang terbaik... so saya masih tahan diri 
that just me  Redy 
   --- In obrolan-bandar@yahoogroups.com, 
  "up_trends" up_trends@wrote:   
  semua fundamental bagus bahkan yg spt anda bilang 
  lebih bagus  dr ptba. satu pertanyaan saya. 
  kok ptba harganya bisa lebih mahal yah? bahkan 
  warrantnya   harganya dulu bisa lebih 
  tinggi dr BUMI? harganya salah?kemahalan kah 
  warrantnya, apa investornya salah ? ato perusahaannya yg  salah? 
 ato market yg salah?   
tp sih org punya prinsip sendiri. saya mau 
  bisa tidur   tenangpergi berlibur 
  kayak Mbah. :) --- In obrolan-bandar@yahoogroups.com, 
  "redyherinantoalb" redyherinantoalb@ 
  wrote: You buy Jaka, 
  CNKO, RAJA, SUBA etc... that suicide in  case
  of  BUMI I think it's because Lapindo and Bakrie 
  negatifsentiment  
  when it's over... and it will then BUMI will be bright
  again...  it's the biggest and best best mining in 
  Indonesia even the  world PTBA is peanut 
  compare with it, itu tambang   permukaan, 
   dengan batubara Hi Cal, itulah kenapa operating cost nya  begitu 
   murah... operating cost murah harga batubara 
  Hi Calory tinggi...  
  profit tinggi... seharusnya share value up juga kan
Btw, anda fund manager ya Saya juga 
  lho... fund manager  of  myself 
  reksadana :D  
  Redy  --- In obrolan-bandar@yahoogroups.com, 
  "up_trends"  up_trends@  
  wrote:   terus 
  terang saya gak tahan kalo diiris bandar 5%aja. itu   saya 
   bilang   bukan 
  investing, suicide is more appropriate.   
gmn tanggung jawab fund manager 
  reksadana gimana bisa   compete dgn 
fund fund yg lain?
gini aja deh, kalo bumi bisa naik 70% saya yakin ada   
   alternative   saham yg bisa naik 100% or 
  more. anda mau naik kuda ordonkey?:)   
   --- In obrolan-bandar@yahoogroups.com, 
  "redyherinantoalb"   
  redyherinantoalb@ wrote:  
 Kalo kelihatan di guyur kenceng 
  kenapa tidak Kita  harus  

Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik meifong



hi :Diam new, and please Mr FS, don't leave this forum :"(iam really helpful with ur opinion, pleasee. Plase forgive another, don't care them :DCheer allup_trends [EMAIL PROTECTED] wrote:  perasaaan saya dr td nyantai aja.jgn jgn anda yg dr tadi dah panas dingin ngeliatin . dr td ngomong nyantai aja. mungkin anda
 dah terlalu punya banyak bumi,jd ada yg nyinggung ttg bumi jd super defensive. i feel sorry for u dude. :)--- In obrolan-bandar@yahoogroups.com, "redyherinantoalb" redyherinantoalb@... wrote: He he he kalo tidak suka di tuduh boong jangan suka menuduh  orang boong dong masalah edi tansil kita sudahi disini ya...  hanya saya, istri, selingkuhan dan Tuhan yang tahu wakakakakakak Emang saya punya saham apa aja tho Kalo saya bilang saya hanya  pengamat yang belum maen saham gimana Kalo saya bilang saya "the  real big bozz" yang lagi mantau gimana??? Yang jelas saya pake nama  asli... nothing to hide sante aja ya pak just share  oppinion if you feel good take it, if not leave it don't  include pride in it... not worth it I just feel it's not
 approriate for Mr. Fs, He post with good faith,  you like?? take it if not leave it... keep it simple adapt  with your style and confidence  Redy  --- In obrolan-bandar@yahoogroups.com, "up_trends" up_trends@  wrote:   trend follower,   hmm blta,saya inget pas sama bumi harga sama sama di 670. tau pas   saya cut bumi saya switch ke apa ?average up BLTA. bbrp saham yg  anda   punya juga saya punya. price di brp saya gak usah sebut.nanti   dibilang boong lagi.hayo jawab siapa yg tadi tiba tiba ngaku suka eddy tansil?:)--- In obrolan-bandar@yahoogroups.com, "redyherinantoalb"   redyherinantoalb@
 wrote: Iya juga seh he he he... memang PTBA lebih mahal dari  hargamaupun PER nya, padahal perusahaannya belum tentu lebih bagus,  sosaya gak mau masuk situ... cukup ikut dari 2000 (waktu masih  murah)ke 3rban (mahal booo, sell sell sell, besok kalau relnya jadi  buybuy buy) so, anda investor apa??? kalo saya contrarian  carisaham bagus yang valuasinya masih rendah kalo saya bilang  sayamasih hold BLTA harga 800 anda percaya Saya masih hold Pgasharga 5000 anda percaya... saya juga masih hold isat harga  5800tuh, dan saya gak ada masalah dengan tidur saya kok :D   mungkinsedikit dengan Edi Tansil tadi wakakakakak. sante aja pak... 
   saya percaya nilai wajar BUMI diatas 1000, masalahnya saya  pengendapat harga yang terbaik... so saya masih tahan diri   that just me  Redy  --- In obrolan-bandar@yahoogroups.com, "up_trends" up_trends@wrote:   semua fundamental bagus bahkan yg spt anda bilang lebih bagus  dr ptba. satu pertanyaan saya. kok ptba harganya bisa lebih mahal yah? bahkan warrantnya   harganya dulu bisa lebih tinggi dr BUMI? harganya salah?kemahalan kah warrantnya, apa investornya salah ? ato perusahaannya yg  salah?ato market yg salah?
 tp sih org punya prinsip sendiri. saya mau bisa tidur   tenangpergi berlibur kayak Mbah. :) --- In obrolan-bandar@yahoogroups.com, "redyherinantoalb" redyherinantoalb@ wrote: You buy Jaka, CNKO, RAJA, SUBA etc... that suicide in  caseof  BUMI I think it's because Lapindo and Bakrie negatifsentiment  when it's over... and it will then BUMI will be brightagain...  it's the biggest and best best mining in Indonesia even the  world PTBA is peanut compare with it, itu tambang   permukaan,  
dengan batubara Hi Cal, itulah kenapa operating cost nya  begitu  murah... operating cost murah harga batubara Hi Calory tinggi...  profit tinggi... seharusnya share value up juga kan  Btw, anda fund manager ya Saya juga lho... fund manager  of  myself reksadana :D  Redy  --- In obrolan-bandar@yahoogroups.com, "up_trends"  up_trends@  wrote:   terus terang saya gak tahan kalo diiris bandar 5%aja. itu   saya  bilang 
  bukan investing, suicide is more appropriate. gmn tanggung jawab fund manager reksadana gimana bisa   compete dgn   fund fund yg lain?  gini aja deh, kalo bumi bisa naik 70% saya yakin adaalternative   saham yg bisa naik 100% or more. anda mau naik kuda ordonkey?:)--- In obrolan-bandar@yahoogroups.com, "redyherinantoalb"   redyherinantoalb@ wrote: Kalo kelihatan di guyur kenceng kenapa tidak Kita  harus   flexible   
 to??? bottom line nya kan BUMI masih bagus  profitability  nya,siapa tahu besok saya malah nabrak di atas 750... begitujugaanda... who knows... :))  Redy   --- In obrolan-bandar@yahoogroups.com, "up_trends"up_trends@wrote:   asal jgn nanti diganti wait dibawah 600 yah pak?:)--- In obrolan- [EMAIL 

Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik boyz
well ... mendingan battle di market daripada battle di milis ...
gitu khan maksudnya ...

that's why i don't concern in fundamental info 
i just 100% concern in price ...

bagi saya ... ngga ada saham bagus maupun saham jelek (busuk) ...
yang ada hanya saham (yang harganya) naik dan saham (yang harganya)turun 
- kutipan dari darvas ...

to mr.FS
jgn dimasukkan ke hati pak, 
masak gara-2 sedikit serempetan mobil di jalanan, trus kita jadi kapok 
nyetir mobil seumur-umur

just a little incident ...



Frederick Schubert wrote:
 
 
 sharing infos in this milist is just like against a bunch of mob...who 
 don't want to be criticised and could not accept someone's else opinion...
 i would rather have a battle in the marketbut, i know people like 
 pak edy1276 and effendi ang..? hehe are very smart and have big 
 investment.. .so.. my apology, then..
 this is my last comment please consider all of my comment as disclaimer 
 and ignore them...
 promise and swear not to give any opnion anymore...
 and my best respect to embah or mbah, pak oen, and pak vibby ...keep up 
 a good work and remind people to always be wise in investing their money 
 in the jungle world of the equity market
 peace and cheers to you all
 bye
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Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik Bandar Gelo



we still need u mr FSplease don't leave this forum...

On 9/27/06, boyz [EMAIL PROTECTED] wrote:





well ... mendingan battle di market daripada battle di milis ...gitu khan maksudnya ...that's why i don't concern in fundamental info i just 100% concern in price ...bagi saya ... ngga ada saham bagus maupun saham jelek (busuk) ...
yang ada hanya saham (yang harganya) naik dan saham (yang harganya)turun - kutipan dari darvas ...to mr.FSjgn dimasukkan ke hati pak, masak gara-2 sedikit serempetan mobil di jalanan, trus kita jadi kapok 
nyetir mobil seumur-umurjust a little incident ...Frederick Schubert wrote:   sharing infos in this milist is just like against a bunch of mob...who  don't want to be criticised and could not accept someone's else opinion...
 i would rather have a battle in the marketbut, i know people like  pak edy1276 and effendi ang..? hehe are very smart and have big  investment.. .so.. my apology, then.. this is my last comment please consider all of my comment as disclaimer 
 and ignore them... promise and swear not to give any opnion anymore... and my best respect to embah or mbah, pak oen, and pak vibby ...keep up  a good work and remind people to always be wise in investing their money 
 in the jungle world of the equity market peace and cheers to you all byeSend instant messages to your online friends 
http://asia.messenger.yahoo.com  

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Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik tjendrasa
Kok mkomentar komentar tentang bumi dari rekan milis yang nota bena ahli
pasar jadinya sangat subyektif sih?

Kalau langsir saya dari surat kabar,. yang saya dapat berita,... bukankah
EBITDA bumi masih sangat positif? Bukankah bank sekaliber Credit Suisse
masih berkenan jadi loan arranger nya?

Kalau kita melihat BUMI sebagai corporate TBK, maka, pembukuannya kan
sudah diaudit habis tiap tahun, jadi, bagaimana hubungannya dengan
Lapindo?
Bukannya LAPINDO itu dari EMP, juga perushaan TBK?

Kenapa anrgumentasi argumentasi jagoan market di millist ini tidak
melakukan analisa fundamental untuk menentukan nilai real BUMI sesuai
dengan data yang sudah di disclose, diaudit dan dipertanggung jawabkan
oleh independent consultant?

malah maling teriak maling urusan technical rebound?

Apakah tidka terlalu emosional tapi tanpa rasional?



 well ... mendingan battle di market daripada battle di milis ...
 gitu khan maksudnya ...

 that's why i don't concern in fundamental info 
 i just 100% concern in price ...

 bagi saya ... ngga ada saham bagus maupun saham jelek (busuk) ...
 yang ada hanya saham (yang harganya) naik dan saham (yang harganya)turun
 - kutipan dari darvas ...

 to mr.FS
 jgn dimasukkan ke hati pak, 
 masak gara-2 sedikit serempetan mobil di jalanan, trus kita jadi kapok
 nyetir mobil seumur-umur

 just a little incident ...



 Frederick Schubert wrote:


 sharing infos in this milist is just like against a bunch of mob...who
 don't want to be criticised and could not accept someone's else
 opinion...
 i would rather have a battle in the marketbut, i know people like
 pak edy1276 and effendi ang..? hehe are very smart and have big
 investment.. .so.. my apology, then..
 this is my last comment please consider all of my comment as disclaimer
 and ignore them...
 promise and swear not to give any opnion anymore...
 and my best respect to embah or mbah, pak oen, and pak vibby ...keep up
 a good work and remind people to always be wise in investing their money
 in the jungle world of the equity market
 peace and cheers to you all
 bye
 Send instant messages to your online friends
 http://asia.messenger.yahoo.com



 
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik redyherinantoalb
Iya neh... punya 2 ribu lot nyantol di 1400 kelihatan ya??? :))
di pucuk gunung emang dingin seh... panas nggak...

Redy
--- In obrolan-bandar@yahoogroups.com, up_trends [EMAIL PROTECTED] 
wrote:

 perasaaan saya dr td nyantai aja.
 jgn jgn anda yg dr tadi dah panas dingin ngeliatin . dr td ngomong 
 nyantai aja. 
 mungkin anda dah terlalu punya banyak bumi,jd ada yg nyinggung ttg 
 bumi jd super defensive. 
 i feel sorry for u dude. :)
 
 --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
 redyherinantoalb@ wrote:
 
  He he he kalo tidak suka di tuduh boong jangan suka menuduh 
  orang boong dong masalah edi tansil kita sudahi disini ya... 
  hanya saya, istri, selingkuhan dan Tuhan yang tahu 
wakakakakakak
  Emang saya punya saham apa aja tho Kalo saya bilang saya 
hanya 
  pengamat yang belum maen saham gimana Kalo saya bilang 
 saya the 
  real big bozz yang lagi mantau gimana??? Yang jelas saya pake 
nama 
  asli... nothing to hide sante aja ya pak just share 
  oppinion if you feel good take it, if not leave it don't 
  include pride in it... not worth it
  I just feel it's not approriate for Mr. Fs, He post with good 
 faith, 
  you like?? take it if not leave it... keep it simple 
adapt 
  with your style and confidence
  
  Redy
  
  --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
  wrote:
  
   trend follower, 
   hmm blta,saya inget pas sama bumi harga sama sama di 670. tau 
pas 
   saya cut bumi saya switch ke apa ?average up BLTA. bbrp saham 
yg 
  anda 
   punya juga saya punya. price di brp saya gak usah sebut.nanti 
   dibilang boong lagi.
   
   hayo jawab siapa yg tadi tiba tiba ngaku suka eddy tansil?:)
   
   --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
   redyherinantoalb@ wrote:
   
Iya juga seh he he he... memang PTBA lebih mahal 
dari 
  harga 
maupun PER nya, padahal perusahaannya belum tentu lebih 
bagus, 
  so 
saya gak mau masuk situ... cukup ikut dari 2000 (waktu masih 
  murah) 
ke 3rban (mahal booo, sell sell sell, besok kalau relnya 
jadi 
  buy 
buy buy) so, anda investor apa??? kalo saya 
contrarian 
  cari 
saham bagus yang valuasinya masih rendah kalo saya 
bilang 
  saya 
masih hold BLTA harga 800 anda percaya Saya masih hold 
Pgas 
harga 5000 anda percaya... saya juga masih hold isat 
harga 
  5800 
tuh, dan saya gak ada masalah dengan tidur saya kok :D   
   mungkin 
sedikit dengan Edi Tansil tadi wakakakakak. sante aja 
 pak... 
saya percaya nilai wajar BUMI diatas 1000, masalahnya saya 
  pengen 
dapat harga yang terbaik... so saya masih tahan diri
that just me

Redy

--- In obrolan-bandar@yahoogroups.com, up_trends 
up_trends@ 
wrote:

 semua fundamental bagus bahkan yg spt anda bilang lebih 
bagus 
  dr 
 ptba. satu pertanyaan saya. 
 kok ptba harganya bisa lebih mahal yah? bahkan warrantnya 
   harganya 
 dulu bisa lebih tinggi dr BUMI? harganya salah?kemahalan 
kah 
 warrantnya, apa investornya salah ? ato perusahaannya yg 
  salah? 
ato 
 market yg salah? 
 
 tp sih org punya prinsip sendiri. saya mau bisa tidur 
   tenangpergi 
 berlibur kayak Mbah. :) 
 
 --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
 redyherinantoalb@ wrote:
 
  You buy Jaka, CNKO, RAJA, SUBA etc... that suicide 
in 
  case 
of 
  BUMI I think it's because Lapindo and Bakrie negatif 
sentiment 
  when it's over... and it will then BUMI will be 
bright 
again... 
  it's the biggest and best best mining in Indonesia even 
the 
  world PTBA is peanut compare with it, itu tambang 
   permukaan, 
  dengan batubara Hi Cal, itulah kenapa operating cost nya 
  begitu 
  murah... operating cost murah harga batubara Hi 
Calory 
 tinggi... 
  profit tinggi... seharusnya share value up juga kan
  
  Btw, anda fund manager ya Saya juga lho... fund 
manager 
  of 
  myself reksadana :D
  
  Redy
  
  --- In obrolan-bandar@yahoogroups.com, up_trends 
  up_trends@ 
  wrote:
  
   terus terang saya gak tahan kalo diiris bandar 5%aja. 
itu 
   saya 
  bilang 
   bukan investing, suicide is more appropriate. 
   
   gmn tanggung jawab fund manager reksadana gimana bisa 
   compete 
 dgn 
   fund fund yg lain?
   gini aja deh, kalo bumi bisa naik 70% saya yakin ada 
alternative 
   saham yg bisa naik 100% or more. anda mau naik kuda or 
donkey?:)
   
   --- In obrolan-
[EMAIL PROTECTED], redyherinantoalb 
   redyherinantoalb@ wrote:
   
Kalo kelihatan di guyur kenceng kenapa tidak 
Kita 
  harus 
   flexible 
to???  bottom line nya kan BUMI masih bagus 
  profitability 
  nya, 
siapa tahu besok saya malah nabrak di atas 750... 
 

[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik redyherinantoalb
Di japri aja... orang nya baik kok...

Redy
--- In obrolan-bandar@yahoogroups.com, meifong [EMAIL PROTECTED] wrote:

 
 hi :D

   iam new, and please Mr FS, don't leave this forum :(

   iam really helpful with ur opinion, pleasee. Plase forgive 
another, don't care them :D

   Cheer all
 up_trends [EMAIL PROTECTED] wrote:
   perasaaan saya dr td nyantai aja.
 jgn jgn anda yg dr tadi dah panas dingin ngeliatin . dr td ngomong 
 nyantai aja. 
 mungkin anda dah terlalu punya banyak bumi,jd ada yg nyinggung ttg 
 bumi jd super defensive. 
 i feel sorry for u dude. :)
 
 --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
 redyherinantoalb@ wrote:
 
  He he he kalo tidak suka di tuduh boong jangan suka menuduh 
  orang boong dong masalah edi tansil kita sudahi disini ya... 
  hanya saya, istri, selingkuhan dan Tuhan yang tahu 
wakakakakakak
  Emang saya punya saham apa aja tho Kalo saya bilang saya 
hanya 
  pengamat yang belum maen saham gimana Kalo saya bilang 
 saya the 
  real big bozz yang lagi mantau gimana??? Yang jelas saya pake 
nama 
  asli... nothing to hide sante aja ya pak just share 
  oppinion if you feel good take it, if not leave it don't 
  include pride in it... not worth it
  I just feel it's not approriate for Mr. Fs, He post with good 
 faith, 
  you like?? take it if not leave it... keep it simple 
adapt 
  with your style and confidence
  
  Redy
  
  --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
  wrote:
  
   trend follower, 
   hmm blta,saya inget pas sama bumi harga sama sama di 670. tau 
pas 
   saya cut bumi saya switch ke apa ?average up BLTA. bbrp saham 
yg 
  anda 
   punya juga saya punya. price di brp saya gak usah sebut.nanti 
   dibilang boong lagi.
   
   hayo jawab siapa yg tadi tiba tiba ngaku suka eddy tansil?:)
   
   --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
   redyherinantoalb@ wrote:
   
Iya juga seh he he he... memang PTBA lebih mahal 
dari 
  harga 
maupun PER nya, padahal perusahaannya belum tentu lebih 
bagus, 
  so 
saya gak mau masuk situ... cukup ikut dari 2000 (waktu masih 
  murah) 
ke 3rban (mahal booo, sell sell sell, besok kalau relnya 
jadi 
  buy 
buy buy) so, anda investor apa??? kalo saya 
contrarian 
  cari 
saham bagus yang valuasinya masih rendah kalo saya 
bilang 
  saya 
masih hold BLTA harga 800 anda percaya Saya masih hold 
Pgas 
harga 5000 anda percaya... saya juga masih hold isat 
harga 
  5800 
tuh, dan saya gak ada masalah dengan tidur saya kok :D 
   mungkin 
sedikit dengan Edi Tansil tadi wakakakakak. sante aja 
 pak... 
saya percaya nilai wajar BUMI diatas 1000, masalahnya saya 
  pengen 
dapat harga yang terbaik... so saya masih tahan diri
that just me

Redy

--- In obrolan-bandar@yahoogroups.com, up_trends 
up_trends@ 
wrote:

 semua fundamental bagus bahkan yg spt anda bilang lebih 
bagus 
  dr 
 ptba. satu pertanyaan saya. 
 kok ptba harganya bisa lebih mahal yah? bahkan warrantnya 
   harganya 
 dulu bisa lebih tinggi dr BUMI? harganya salah?kemahalan 
kah 
 warrantnya, apa investornya salah ? ato perusahaannya yg 
  salah? 
ato 
 market yg salah? 
 
 tp sih org punya prinsip sendiri. saya mau bisa tidur 
   tenangpergi 
 berlibur kayak Mbah. :) 
 
 --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
 redyherinantoalb@ wrote:
 
  You buy Jaka, CNKO, RAJA, SUBA etc... that suicide 
in 
  case 
of 
  BUMI I think it's because Lapindo and Bakrie negatif 
sentiment 
  when it's over... and it will then BUMI will be 
bright 
again... 
  it's the biggest and best best mining in Indonesia even 
the 
  world PTBA is peanut compare with it, itu tambang 
   permukaan, 
  dengan batubara Hi Cal, itulah kenapa operating cost nya 
  begitu 
  murah... operating cost murah harga batubara Hi 
Calory 
 tinggi... 
  profit tinggi... seharusnya share value up juga kan
  
  Btw, anda fund manager ya Saya juga lho... fund 
manager 
  of 
  myself reksadana :D
  
  Redy
  
  --- In obrolan-bandar@yahoogroups.com, up_trends 
  up_trends@ 
  wrote:
  
   terus terang saya gak tahan kalo diiris bandar 5%aja. 
itu 
   saya 
  bilang 
   bukan investing, suicide is more appropriate. 
   
   gmn tanggung jawab fund manager reksadana gimana bisa 
   compete 
 dgn 
   fund fund yg lain?
   gini aja deh, kalo bumi bisa naik 70% saya yakin ada 
alternative 
   saham yg bisa naik 100% or more. anda mau naik kuda or 
donkey?:)
   
   --- In obrolan-
[EMAIL PROTECTED], redyherinantoalb 
   redyherinantoalb@ wrote:
   
Kalo kelihatan di guyur kenceng kenapa tidak 
Kita 
  harus 
   flexible 

[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik up_trends
bahahaha, mosok sih bung? anda dr tahun 2020?
biasanya org yg nyangkut emang emosional kalo di singgung. dan 
biasanya org itu lebih baik thd org yg senasib 
anda bisa valuein bumi 1400 ? saya juga bisa buat valuasi bumi 2000. 
tinggal mainin angka aja ato 500 yah? 
once again u have my deep deep symphathy :) 
--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
[EMAIL PROTECTED] wrote:

 Iya neh... punya 2 ribu lot nyantol di 1400 kelihatan ya??? :))
 di pucuk gunung emang dingin seh... panas nggak...
 
 Redy
 --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
 wrote:
 
  perasaaan saya dr td nyantai aja.
  jgn jgn anda yg dr tadi dah panas dingin ngeliatin . dr td 
ngomong 
  nyantai aja. 
  mungkin anda dah terlalu punya banyak bumi,jd ada yg nyinggung 
ttg 
  bumi jd super defensive. 
  i feel sorry for u dude. :)
  
  --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
  redyherinantoalb@ wrote:
  
   He he he kalo tidak suka di tuduh boong jangan suka menuduh 
   orang boong dong masalah edi tansil kita sudahi disini 
ya... 
   hanya saya, istri, selingkuhan dan Tuhan yang tahu 
 wakakakakakak
   Emang saya punya saham apa aja tho Kalo saya bilang saya 
 hanya 
   pengamat yang belum maen saham gimana Kalo saya bilang 
  saya the 
   real big bozz yang lagi mantau gimana??? Yang jelas saya pake 
 nama 
   asli... nothing to hide sante aja ya pak just share 
   oppinion if you feel good take it, if not leave it 
don't 
   include pride in it... not worth it
   I just feel it's not approriate for Mr. Fs, He post with good 
  faith, 
   you like?? take it if not leave it... keep it simple 
 adapt 
   with your style and confidence
   
   Redy
   
   --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
   wrote:
   
trend follower, 
hmm blta,saya inget pas sama bumi harga sama sama di 670. tau 
 pas 
saya cut bumi saya switch ke apa ?average up BLTA. bbrp saham 
 yg 
   anda 
punya juga saya punya. price di brp saya gak usah sebut.nanti 
dibilang boong lagi.

hayo jawab siapa yg tadi tiba tiba ngaku suka eddy tansil?:)

--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
redyherinantoalb@ wrote:

 Iya juga seh he he he... memang PTBA lebih mahal 
 dari 
   harga 
 maupun PER nya, padahal perusahaannya belum tentu lebih 
 bagus, 
   so 
 saya gak mau masuk situ... cukup ikut dari 2000 (waktu 
masih 
   murah) 
 ke 3rban (mahal booo, sell sell sell, besok kalau relnya 
 jadi 
   buy 
 buy buy) so, anda investor apa??? kalo saya 
 contrarian 
   cari 
 saham bagus yang valuasinya masih rendah kalo saya 
 bilang 
   saya 
 masih hold BLTA harga 800 anda percaya Saya masih hold 
 Pgas 
 harga 5000 anda percaya... saya juga masih hold isat 
 harga 
   5800 
 tuh, dan saya gak ada masalah dengan tidur saya 
kok :D   
mungkin 
 sedikit dengan Edi Tansil tadi wakakakakak. sante aja 
  pak... 
 saya percaya nilai wajar BUMI diatas 1000, masalahnya saya 
   pengen 
 dapat harga yang terbaik... so saya masih tahan diri
 that just me
 
 Redy
 
 --- In obrolan-bandar@yahoogroups.com, up_trends 
 up_trends@ 
 wrote:
 
  semua fundamental bagus bahkan yg spt anda bilang lebih 
 bagus 
   dr 
  ptba. satu pertanyaan saya. 
  kok ptba harganya bisa lebih mahal yah? bahkan warrantnya 
harganya 
  dulu bisa lebih tinggi dr BUMI? harganya salah?kemahalan 
 kah 
  warrantnya, apa investornya salah ? ato perusahaannya yg 
   salah? 
 ato 
  market yg salah? 
  
  tp sih org punya prinsip sendiri. saya mau bisa tidur 
tenangpergi 
  berlibur kayak Mbah. :) 
  
  --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
  redyherinantoalb@ wrote:
  
   You buy Jaka, CNKO, RAJA, SUBA etc... that suicide 
 in 
   case 
 of 
   BUMI I think it's because Lapindo and Bakrie negatif 
 sentiment 
   when it's over... and it will then BUMI will be 
 bright 
 again... 
   it's the biggest and best best mining in Indonesia even 
 the 
   world PTBA is peanut compare with it, itu tambang 
permukaan, 
   dengan batubara Hi Cal, itulah kenapa operating cost 
nya 
   begitu 
   murah... operating cost murah harga batubara Hi 
 Calory 
  tinggi... 
   profit tinggi... seharusnya share value up juga kan
   
   Btw, anda fund manager ya Saya juga lho... fund 
 manager 
   of 
   myself reksadana :D
   
   Redy
   
   --- In obrolan-bandar@yahoogroups.com, up_trends 
   up_trends@ 
   wrote:
   
terus terang saya gak tahan kalo diiris bandar 5%aja. 
 itu 
saya 
   bilang 
bukan investing, suicide is more appropriate. 

gmn tanggung jawab fund manager reksadana gimana 
bisa 
  

Balasan: Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik Tukang Sapu



Weleh-weleh seru banget nih tapi kok melenceng perdebatannya, kan lebih baik berdebat pakai logika dan bukan sekedar kata-kata. Ayo dong jangan dihentikan perdebatannya tapi jangan melenceng kearah saling menghina ataupun mengata-ngatai dan juga jangan berdebat ala kusir yg tanpa reasoning dan logic. .Asalkan tidak menyeret orang ke dalam jurang ya nggak apa-apa toh.Frederick Schubert [EMAIL PROTECTED] menulis: sharing infos in this milist is just like against a bunch of mob...who don't want to be
 criticised and could not accept someone's else opinion...  i would rather have a battle in the marketbut, i know people like pak edy1276 and effendi ang..? hehe are very smart and have big investment...so.. my apology, then..  this is my last comment please consider all of my comment as disclaimer and ignore them...  promise and swear not to give any opnion anymore...  and my best respect to embah or mbah, pak oen, and pak vibby ...keep up a good work and remind people to always be wise in investing their money in the jungle world of the equity market  peace and cheers to you all  bye  edy1276 [EMAIL PROTECTED]com wrote:  nopebut i may be looking at heavily investing some big chunk of  my fundTong
 Kosong Nyaring Bunyinya..not that funnyi stll have some at an average of IDR35so...take an easy...Menjilat ludah sendiri--- In obrolan-bandar@yahoogroups.com, Frederick Schubert pemainbesar@... wrote: not that funnyi stll have some at an average of IDR35so...take an easy... hehe  up_trends [EMAIL PROTECTED].. wrote: funny when some people said this stock is good but actually they   still dont invest in it. if u are sure enough bumi is going to 1200,  why u still don't have bumi? :)  --- In obrolan-bandar@yahoogroups.com, Frederick Schubert  pemainbesar@ wrote:   nopebut i may be looking at heavily investing some big chunk of  my
 fund  and may forecast for BUMI fair value is more than 1,200 rups..but, what u said reminded me to an event when i told people that  Telkom's fair value is at 9,000 rups...at that times Telkom's share  price was at 4,400haha  peace ah..up_trends up_trends@ wrote:  I'm guessing u have bumi? well good luck :)--- In obrolan-bandar@yahoogroups.com, Frederick Schubertpemainbesar@ wrote: don't have any problem with my investment...my problem now is  that   i don't understand with what you said...   peace  up_trends up_trends@ wrote:   the problem is are u strong enough to see other stocks  
 rally giving ua whooping 20%+ gain while bumi ... :)  --- In obrolan-bandar@yahoogroups.com, Frederick Schubertpemainbesar@ wrote:   well...come on...be realistic... and please separate corporate actionand assets as of September 30 2006 (next 9-month earnings),BUMI's assets should remain at IDR16.99 trillion,  compared with   PTBAof ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM ofIDR6.6 trillion.If BUMI CAN manage its current debts by any kind of refinancingor loan bridging or whatsoeverBUMI mabe as attractive as  Inco...   
 The question for BUMI is how they can manage their cashflow...and maintain its loyal foreign buyersSo, with or without selling KPC and ARUTMIN, which are thelargest coal miner by ASSETS and reserves, BUMI still has  potentialfor long term investment.cheersariabela@ wrote:Sepertinya, pade kalah 'senior' semua sama yg  punyanya,ya - nanti lama2juga akan terlupakan/terselesaikan dg sendirinya...Aria Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPCetc... tapi manajemennya,,yakkhh. 
- Original Message - From: up_trends To: obrolan-bandar@yahoogroups.com Sent: Tuesday, September 26, 2006 3:54 PM Subject: [obrolan-bandar] Re: masih layakkah BUMI? what goes around comes around. boongin berita di bumi,  ketimpasial  lumpur enrg. minum deh tuh lumpur sampe kenyang. --- In obrolan-bandar@yahoogroups.com, "Jamal Nasution"  jamal@ wrote:klo
 cp nya beli banyak berarti mo kesana  tapi klo belinya cuma dikit berarti barang banyak nyangkut  itu riset kapan? sesudah pembatalan KPC ya   - Original Message -  From: Handika Wisnu  To: Bandar  Sent: Tuesday, September 26, 2006 12:43 PM  Subject: [obrolan-bandar] masih layakkah BUMI? Saya saat ini megang saham BUMI dalam jumlah yg lumayan  banyak (menurut saya) karena dulu terpikat dgn janji mo bagi dividen  Rp 200/saham.  Nah, yg mo saya tanyain...apakah BUMI masih layak  
 dipertahankan ato tidak?  Soalnya hasil dari cut loss ini akan saya alihkan untuk  invest options di US market yg return-nya rata2 10% per bulan  (strategi konservatif).   Tapi barusan saya baca review BEJ dari pusat riset Valburybila

Re: Balasan: Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik gitto kurniasanto
duh bingung pada marahan yak... bulan puasa ni euy.. hmmm...BUMI menurut abdi 
teh sebaiknya nunggu di 660 or below it.. kalo ga dapet ? yo wis daripada 
BOENTOENG ngambil di harga SEKARANG.. terus kena guyur LUMPUR PANAS .. peace ah 
^^... salam hangat, gitto kurniasanto

 [EMAIL PROTECTED] wrote:
Weleh-weleh seru banget nih tapi kok melenceng perdebatannya, kan lebih baik 
berdebat pakai logika dan bukan sekedar kata-kata.  Ayo dong jangan dihentikan 
perdebatannya tapi jangan melenceng kearah saling menghina ataupun 
mengata-ngatai dan juga jangan berdebat ala kusir yg tanpa reasoning dan logic. 
.
Asalkan tidak menyeret orang ke dalam jurang ya nggak apa-apa toh.

Frederick Schubert [EMAIL PROTECTED] menulis: 
 
sharing infos in this milist is just like against a bunch of mob...who don't 
want to be criticised and could not accept someone's else opinion...
  i would rather have a battle in the marketbut, i know people like pak 
edy1276 and effendi ang..? hehe are very smart and have big investment...so.. 
my apology, then..
  this is my last comment please consider all of my comment as disclaimer and 
ignore them...
  promise and swear not to give any opnion anymore...
  and my best respect to embah or mbah, pak oen, and pak vibby ...keep up a 
good work and remind people to always be wise in investing their money in the 
jungle world of the equity market
  peace and cheers to you all
  bye
  

edy1276 [EMAIL PROTECTED] wrote:
  nopebut i may be looking at heavily investing some big chunk of 
 my fund
Tong Kosong Nyaring Bunyinya..
not that funnyi stll have some at an average of 
IDR35so...take an easy...
Menjilat ludah sendiri

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
[EMAIL PROTECTED] wrote:

 not that funnyi stll have some at an average of 
IDR35so...take an easy...
 hehe
 
 up_trends [EMAIL PROTECTED] wrote:
 funny when some people said this stock is good but 
actually they 
  still dont invest in it. if u are sure enough bumi is going to 
1200, 
 why u still don't have bumi? :)
 
 --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
 pemainbesar@ wrote:
 
  nopebut i may be looking at heavily investing some big chunk 
of 
 my fund
  and may forecast for BUMI fair value is more than 1,200 rups..
  
  but, what u said reminded me to an event when i told people that 
 Telkom's fair value is at 9,000 rups...at that times Telkom's share 
 price was at 4,400haha
  peace ah..
  
  up_trends up_trends@ wrote:
  I'm guessing u have bumi? well good luck :)
  
  --- In obrolan-bandar@yahoogroups.com, Frederick Schubert  
  pemainbesar@ wrote:
  
   don't have any problem with my investment...my problem now is 
 that 
  i don't understand with what you said...
   peace
   
   up_trends up_trends@ wrote:
   the problem is are u strong enough to see other stocks 
  rally giving u 
   a whooping 20%+ gain while bumi ... :)
   
   --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
   pemainbesar@ wrote:
   
well...
come on...be realistic... and please separate corporate 
action 
   and assets as of September 30 2006 (next


 
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Balasan: Re: Balasan: Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-27 Terurut Topik tigor matondang



Ternyata ekspansi perusahaan Malaysia tidak hanya membeli perusahaan di Indonesia, tapi mereka ada niat memindahkan ibukotanya ke Sidoarjo...Kuala Lumpur (panas) Tigor Naelgitto kurniasanto [EMAIL PROTECTED] menulis:  duh bingung pada marahan yak... bulan puasa ni euy.. hmmm...BUMI menurut abdi teh sebaiknya nunggu di 660 or below it.. kalo ga dapet ? yo wis daripada BOENTOENG ngambil di harga SEKARANG..
 terus kena guyur LUMPUR PANAS .. peace ah ^^... salam hangat, gitto kurniasanto[tukang.sapu@yahoo.co.id] wrote:Weleh-weleh seru banget nih tapi kok melenceng perdebatannya, kan lebih baik berdebat pakai logika dan bukan sekedar kata-kata. Ayo dong jangan dihentikan perdebatannya tapi jangan melenceng kearah saling menghina ataupun mengata-ngatai dan juga jangan berdebat ala kusir yg tanpa reasoning dan logic. .Asalkan tidak menyeret orang ke dalam jurang ya nggak apa-apa toh.Frederick Schubert pemainbesar@yahoo.com menulis: sharing infos in this milist is just like against a bunch of mob...who don't want to be criticised and could not accept someone's else opinion...i would rather have a battle in the marketbut, i know people like pak edy1276 and effendi ang..? hehe are very smart and have big investment...so.. my
 apology, then..this is my last comment please consider all of my comment as disclaimer and ignore them...promise and swear not to give any opnion anymore...and my best respect to embah or mbah, pak oen, and pak vibby ...keep up a good work and remind people to always be wise in investing their money in the jungle world of the equity marketpeace and cheers to you allbyeedy1276 [EMAIL PROTECTED]com wrote:nopebut i may be looking at heavily investing some big chunk of  my fundTong Kosong Nyaring Bunyinya..not that funnyi stll have some at an average of IDR35so...take an easy...Menjilat ludah sendiri--- In obrolan-bandar@yahoogroups.com, Frederick Schubert pemainbesar@... wrote: not that funnyi stll have some at an average of
 IDR35so...take an easy... hehe  up_trends [EMAIL PROTECTED].. wrote: funny when some people said this stock is good but actually they  still dont invest in it. if u are sure enough bumi is going to 1200,  why u still don't have bumi? :)  --- In obrolan-bandar@yahoogroups.com, Frederick Schubert  pemainbesar@ wrote:   nopebut i may be looking at heavily investing some big chunk of  my fund  and may forecast for BUMI fair value is more than 1,200 rups..but, what u said reminded me to an event when i told people that  Telkom's fair value is at 9,000 rups...at that times Telkom's share  price was at 4,400haha  peace ah..up_trends up_trends@
 wrote:  I'm guessing u have bumi? well good luck :)--- In obrolan-bandar@yahoogroups.com, Frederick Schubert   pemainbesar@ wrote: don't have any problem with my investment...my problem now is  that   i don't understand with what you said...   peace  up_trends up_trends@ wrote:   the problem is are u strong enough to see other stocks   rally giving ua whooping 20%+ gain while bumi ... :)  --- In obrolan-bandar@yahoogroups.com, Frederick Schubertpemainbesar@ wrote:   well...come
 on...be realistic... and please separate corporate actionand assets as of September 30 2006 (next 
		Apakah Anda Yahoo!?Kunjungi halaman depan Yahoo! Indonesia yang baru!
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik up_trends
maaf Pak, kalo boleh saya kasih saran, setiap saham ada sifat, gak 
bisa di percaya research  berita berita, wong berita  div 200   
merger , jual kpc bisa dibuat  diingkari. gak taunya hasilnya BIG 
FAT  0.
nah sekarang dapat pinjaman. itu beneran ato boongan?
yg tau cuman satu. yah itu si menkesengsaraan sendiri. yg saya tau 
sih kalo 700 jd offer, siap siap bumi merosot lagi. 
  
 
 On 9/26/06, Handika Wisnu [EMAIL PROTECTED] wrote:
 
Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak 
(menurut
  saya) karena dulu terpikat dgn janji mo bagi dividen Rp 200/saham.
  Nah, yg mo saya tanyain...apakah BUMI masih layak dipertahankan 
ato tidak?
  Soalnya hasil dari cut loss ini akan saya alihkan untuk invest 
options di
  US market yg return-nya rata2 10% per bulan (strategi 
konservatif).
 
  Tapi barusan saya baca review BEJ dari pusat riset Valbury bilang 
klo BUMI
  msh pny masa depan yg bagus, keliatan dari banyaknya bank2 luar 
negeri yg
  msh mo memberikan pinjaman hingga 2x yg diminta.
  Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor 
luar.
  Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung 
fair value
  based on asset dan Gordon growth model masih di Rp1100 - Rp1200
 
  Minta sarannya donk bwt yg sudah senior...mesti diapain ya saham 
ini?
  Soalnya siklus dari pasar options di US market tu tiap akhir 
October bakal
  ada major momentum. sayang bgt klo ampe kelewat
 
  Terimakasih banyak
 
  Kutipan dari pusat riset Valbury :
  Special Mention:
  BUMI: 690-810. Best buy below IDR690. The fact that it has 
secured a
  foreign bank syndicated loan shows that
  foreign investors have still high confidence in BUMI's future. If
  everything goes on smoothly, BUMI may
  return to visit IDR950 within threee months. Fair value based on 
assets
  and Gordon growth methodology
  remains at IDR1,100-IDR1,200
 
   --
  Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls. 
Great rates
  starting at 
1¢/min.http://us.rd.yahoo.com/mail_us/taglines/postman7/*http://us.rd
.yahoo.com/evt=39666/*http://messenger.yahoo.com
 
  
 







 
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Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik Karno Edy





Asetnya BUMI keliatannya masih menarik dhe.. ie 
:Arutmin, KPC etc...
tapi manajemennya,,yakkhh.


  - Original Message - 
  From: 
  up_trends 
  
  To: obrolan-bandar@yahoogroups.com 
  
  Sent: Tuesday, September 26, 2006 3:54 
  PM
  Subject: [obrolan-bandar] Re: masih 
  layakkah BUMI?
  
  
  what goes around comes around. boongin berita di bumi, ketimpa sial 
  lumpur enrg. minum deh tuh lumpur sampe kenyang. --- In obrolan-bandar@yahoogroups.com, 
  "Jamal Nasution" [EMAIL PROTECTED] wrote:  klo cp 
  nya beli banyak berarti mo kesana tapi klo belinya cuma dikit berarti 
  barang banyak nyangkut itu riset kapan? sesudah pembatalan KPC 
  ya  - Original Message -  From: Handika Wisnu 
   To: Bandar  Sent: Tuesday, September 26, 2006 12:43 
  PM Subject: [obrolan-bandar] masih layakkah BUMI?  
   Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak 
  (menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp 
  200/saham. Nah, yg mo saya tanyain...apakah BUMI masih layak 
  dipertahankan ato tidak? Soalnya hasil dari cut loss ini akan saya 
  alihkan untuk invest options di US market yg return-nya rata2 10% per 
  bulan (strategi konservatif).  Tapi barusan saya baca 
  review BEJ dari pusat riset Valbury bilang klo BUMI msh pny masa depan yg 
  bagus, keliatan dari banyaknya bank2 luar negeri yg msh mo memberikan 
  pinjaman hingga 2x yg diminta. Katanya ini menunjukkan bahwa BUMI msh 
  dipercaya sama investor luar. Plus target dlm 3 bulan bisa balik 
  ke 950...dan jika dihitung fair value based on asset dan Gordon growth 
  model masih di Rp1100 - Rp1200  Minta sarannya donk bwt yg 
  sudah senior...mesti diapain ya saham ini? Soalnya siklus dari 
  pasar options di US market tu tiap akhir October bakal ada major momentum. 
  sayang bgt klo ! ampe kelewat  Terimakasih banyak 
   Kutipan dari pusat riset Valbury :   Special 
  Mention: BUMI: 690-810. Best buy below IDR690. The fact that it has 
  secured a foreign bank syndicated loan shows that foreign 
  investors have still high confidence in BUMI's future. If everything goes 
  on smoothly, BUMI may return to visit IDR950 within threee months. 
  Fair value based on assets and Gordon growth methodology remains 
  at IDR1,100-IDR1,200 
   
  Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls. Great rates 
  starting at 1¢/min.
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik up_trends
what goes around comes around. boongin berita di bumi, ketimpa sial 
lumpur enrg. minum deh tuh lumpur sampe kenyang. 

--- In obrolan-bandar@yahoogroups.com, Jamal Nasution [EMAIL PROTECTED] 
wrote:

 
 klo cp nya beli banyak berarti mo kesana
 tapi klo belinya cuma dikit berarti barang banyak nyangkut
 itu riset kapan? sesudah pembatalan KPC ya
 
   - Original Message - 
   From: Handika Wisnu 
   To: Bandar 
   Sent: Tuesday, September 26, 2006 12:43 PM
   Subject: [obrolan-bandar] masih layakkah BUMI?
 
 
   Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak 
(menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp 
200/saham.
   Nah, yg mo saya tanyain...apakah BUMI masih layak dipertahankan 
ato tidak?
   Soalnya hasil dari cut loss ini akan saya alihkan untuk invest 
options di US market yg return-nya rata2 10% per bulan (strategi 
konservatif).
 
   Tapi barusan saya baca review BEJ dari pusat riset Valbury bilang 
klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya bank2 
luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.
   Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor 
luar.
   Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung 
fair value based on asset dan Gordon growth model masih di Rp1100 - 
Rp1200
 
   Minta sarannya donk bwt yg sudah senior...mesti diapain ya saham 
ini?
   Soalnya siklus dari pasar options di US market tu tiap akhir 
October bakal ada major momentum. sayang bgt klo ! ampe kelewat
 
   Terimakasih banyak
 
   Kutipan dari pusat riset Valbury :
 
 
   Special Mention:
   BUMI: 690-810. Best buy below IDR690. The fact that it has 
secured a foreign bank syndicated loan shows that
   foreign investors have still high confidence in BUMI's future. If 
everything goes on smoothly, BUMI may
   return to visit IDR950 within threee months. Fair value based on 
assets and Gordon growth methodology
   remains at IDR1,100-IDR1,200
 
 
 
 
 
--
   Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls. 
Great rates starting at 1¢/min.








 
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik ji3soe
Kalau anda nasabah CP minta ngomong aja sama analisnya yang bilang 
fair value bumi itu 1000 lebih. Tanya dia gimana cara ngitungnya apa 
asumsi yang mendasarinya dan bagaimana bisa mencapai ke angka 
tersebut. 

Nilai suatu saham baru bisa dihitung apabila perusahaan sudah 
menerapkan Good Corporate Governance yang sangat tinggi. Menurut anda 
GCG nya bumi itu bagaimana ? (saya kira anda dapat menilai sendiri 
dengan jelas manajemen / owner bumi itu orang yang dapat dipercaya 
atau bukan). 
 
Di klubsaham.com dulu ada pakar yang membahas dengan detail maksud 
tipuan  corporate actionnya bumi.Sayang saya tidak ketemu linknya. 
Tapi intinya si bandit itu mau mindahin utang usd200jt dgn bunga 
tinggi ke investor publik yg kasih duit ke owner tanpa bunga. 

Mungkin saja sih bumi bisa balik lagi tapi saya rasa tidak mungkin 
dalam waktu dekat. it is a very long long journey , setelah si bandit 
buyback kembali saham yang dilempar kepasar dengan harga murah.

Mengenai option, di dunia investasi ini kaga ada yang high return tapi 
low risk. Kalau anda ingin return 10% per bulan ,harus siap juga untuk 
menerima resiko rugi yang besar pula. 
 
--- In obrolan-bandar@yahoogroups.com, Handika Wisnu [EMAIL PROTECTED] 
wrote:

 Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak 
(menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp 200/
saham.
 Nah, yg mo saya tanyain...apakah BUMI masih layak dipertahankan ato 
tidak?
 Soalnya hasil dari cut loss ini akan saya alihkan untuk invest 
options di US market yg return-nya rata2 10% per bulan (strategi 
konservatif).
 
 Tapi barusan saya baca review BEJ dari pusat riset Valbury bilang 
klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya bank2 
luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.
 Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor luar.
 Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung fair 
value based on asset dan Gordon growth model masih di Rp1100 - Rp1200
 
 Minta sarannya donk bwt yg sudah senior...mesti diapain ya saham 
ini?
 Soalnya siklus dari pasar options di US market tu tiap akhir October 
bakal ada major momentum. sayang bgt klo ampe kelewat
 
 Terimakasih banyak
 
 Kutipan dari pusat riset Valbury :
 Special Mention:
  BUMI: 690-810. Best buy below  IDR690. The fact that it has secured 
a foreign bank syndicated loan shows  that
   foreign investors have still high  confidence in BUMI's future. If 
everything goes on smoothly, BUMI  may
   return to visit IDR950 within  threee months. Fair value based on 
assets and Gordon growth  methodology
   remains at  IDR1,100-IDR1,200
 
 
   
 -
 Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.  
Great rates starting at 1¢/min.







 
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Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik ariabela
Sepertinya, pade kalah 'senior' semua sama yg punyanya, ya - nanti lama2
juga akan terlupakan/terselesaikan dg sendirinya...

Aria


 Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC etc...
 tapi manajemennya,,yakkhh.

   - Original Message -
   From: up_trends
   To: obrolan-bandar@yahoogroups.com
   Sent: Tuesday, September 26, 2006 3:54 PM
   Subject: [obrolan-bandar] Re: masih layakkah BUMI?


   what goes around comes around. boongin berita di bumi, ketimpa sial
   lumpur enrg. minum deh tuh lumpur sampe kenyang.

   --- In obrolan-bandar@yahoogroups.com, Jamal Nasution [EMAIL PROTECTED]
   wrote:
   
   
klo cp nya beli banyak berarti mo kesana
tapi klo belinya cuma dikit berarti barang banyak nyangkut
itu riset kapan? sesudah pembatalan KPC ya
   
- Original Message -
From: Handika Wisnu
To: Bandar
Sent: Tuesday, September 26, 2006 12:43 PM
Subject: [obrolan-bandar] masih layakkah BUMI?
   
   
Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak
   (menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp
   200/saham.
Nah, yg mo saya tanyain...apakah BUMI masih layak dipertahankan
   ato tidak?
Soalnya hasil dari cut loss ini akan saya alihkan untuk invest
   options di US market yg return-nya rata2 10% per bulan (strategi
   konservatif).
   
Tapi barusan saya baca review BEJ dari pusat riset Valbury bilang
   klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya bank2
   luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.
Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor
   luar.
Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung
   fair value based on asset dan Gordon growth model masih di Rp1100 -
   Rp1200
   
Minta sarannya donk bwt yg sudah senior...mesti diapain ya saham
   ini?
Soalnya siklus dari pasar options di US market tu tiap akhir
   October bakal ada major momentum. sayang bgt klo ! ampe kelewat
   
Terimakasih banyak
   
Kutipan dari pusat riset Valbury :
   
   
Special Mention:
BUMI: 690-810. Best buy below IDR690. The fact that it has
   secured a foreign bank syndicated loan shows that
foreign investors have still high confidence in BUMI's future. If
   everything goes on smoothly, BUMI may
return to visit IDR950 within threee months. Fair value based on
   assets and Gordon growth methodology
remains at IDR1,100-IDR1,200
   
   
   
   
--
   --
Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.
   Great rates starting at 1¢/min.
   








 
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Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik Frederick Schubert



well...  come on...be realistic... and please separate corporate action and assets as of September 30 2006 (next 9-month earnings), BUMI's assets should remain at IDR16.99 trillion, compared with PTBA of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM of IDR6.6 trillion.If BUMICAN manage its current debts by any kind of refinancing or loan bridging or whatsoeverBUMI mabe as attractive as Inco...The question for BUMI is how they can manage their cash flow...and maintain its loyal foreign buyersSo, with or without selling KPC and ARUTMIN, which are the largest coal miner by ASSETS and reserves, BUMI still has potential for long term investment.cheers[EMAIL PROTECTED] wrote:  Sepertinya, pade kalah 'senior' semua sama yg punyanya, ya - nanti lama2juga akan terlupakan/terselesaikan dg sendirinya...Aria Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC etc... tapi manajemennya,,yakkhh. - Original Message - From: up_trends To: obrolan-bandar@yahoogroups.com Sent: Tuesday, September 26, 2006 3:54 PM Subject: [obrolan-bandar] Re: masih layakkah BUMI? what goes around comes around. boongin berita di bumi, ketimpa
 sial lumpur enrg. minum deh tuh lumpur sampe kenyang. --- In obrolan-bandar@yahoogroups.com, "Jamal Nasution" [EMAIL PROTECTED] wrote:klo cp nya beli banyak berarti mo kesana  tapi klo belinya cuma dikit berarti barang banyak nyangkut  itu riset kapan? sesudah pembatalan KPC ya   - Original Message -  From: Handika Wisnu  To: Bandar  Sent: Tuesday, September 26, 2006 12:43 PM  Subject: [obrolan-bandar] masih layakkah BUMI?Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak (menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp 200/saham.  Nah, yg mo saya tanyain...apakah BUMI masih layak dipertahankan ato tidak?  Soalnya hasil
 dari cut loss ini akan saya alihkan untuk invest options di US market yg return-nya rata2 10% per bulan (strategi konservatif).   Tapi barusan saya baca review BEJ dari pusat riset Valbury bilang klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya bank2 luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.  Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor luar.  Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung fair value based on asset dan Gordon growth model masih di Rp1100 - Rp1200   Minta sarannya donk bwt yg sudah senior...mesti diapain ya saham ini?  Soalnya siklus dari pasar options di US market tu tiap akhir October bakal ada major momentum. sayang bgt klo ! ampe kelewat   Terimakasih banyak   Kutipan dari pusat
 riset Valbury :Special Mention:  BUMI: 690-810. Best buy below IDR690. The fact that it has secured a foreign bank syndicated loan shows that  foreign investors have still high confidence in BUMI's future. If everything goes on smoothly, BUMI may  return to visit IDR950 within threee months. Fair value based on assets and Gordon growth methodology  remains at IDR1,100-IDR1,200  -- --  Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls. Great rates starting at 1¢/min.  
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik up_trends
the problem is are u strong enough to see other stocks rally giving u 
a whooping 20%+ gain while bumi ... :)

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
[EMAIL PROTECTED] wrote:

 well...
   come on...be realistic... and please separate corporate action 
and assets as of September 30 2006 (next 9-month earnings), 
BUMI's assets should remain at IDR16.99 trillion, compared with PTBA 
of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM of 
IDR6.6 trillion.

   If BUMI CAN manage its current debts by any kind of refinancing 
or loan bridging or whatsoeverBUMI mabe as attractive as Inco...

   The question for BUMI is how they can manage their cash 
flow...and maintain its loyal foreign buyers

   So, with or without selling KPC and ARUTMIN, which are the 
largest coal miner by ASSETS and reserves, BUMI still has potential 
for long term investment.

   cheers
 
 [EMAIL PROTECTED] wrote:
   Sepertinya, pade kalah 'senior' semua sama yg punyanya, 
ya - nanti lama2
 juga akan terlupakan/terselesaikan dg sendirinya...
 
 Aria
 
  Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC 
etc...
  tapi manajemennya,,yakkhh.
 
  - Original Message -
  From: up_trends
  To: obrolan-bandar@yahoogroups.com
  Sent: Tuesday, September 26, 2006 3:54 PM
  Subject: [obrolan-bandar] Re: masih layakkah BUMI?
 
 
  what goes around comes around. boongin berita di bumi, ketimpa 
sial
  lumpur enrg. minum deh tuh lumpur sampe kenyang.
 
  --- In obrolan-bandar@yahoogroups.com, Jamal Nasution jamal@
  wrote:
  
  
   klo cp nya beli banyak berarti mo kesana
   tapi klo belinya cuma dikit berarti barang banyak nyangkut
   itu riset kapan? sesudah pembatalan KPC ya
  
   - Original Message -
   From: Handika Wisnu
   To: Bandar
   Sent: Tuesday, September 26, 2006 12:43 PM
   Subject: [obrolan-bandar] masih layakkah BUMI?
  
  
   Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak
  (menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp
  200/saham.
   Nah, yg mo saya tanyain...apakah BUMI masih layak dipertahankan
  ato tidak?
   Soalnya hasil dari cut loss ini akan saya alihkan untuk invest
  options di US market yg return-nya rata2 10% per bulan (strategi
  konservatif).
  
   Tapi barusan saya baca review BEJ dari pusat riset Valbury 
bilang
  klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya 
bank2
  luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.
   Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor
  luar.
   Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung
  fair value based on asset dan Gordon growth model masih di 
Rp1100 -
  Rp1200
  
   Minta sarannya donk bwt yg sudah senior...mesti diapain ya saham
  ini?
   Soalnya siklus dari pasar options di US market tu tiap akhir
  October bakal ada major momentum. sayang bgt klo ! ampe kelewat
  
   Terimakasih banyak
  
   Kutipan dari pusat riset Valbury :
  
  
   Special Mention:
   BUMI: 690-810. Best buy below IDR690. The fact that it has
  secured a foreign bank syndicated loan shows that
   foreign investors have still high confidence in BUMI's future. 
If
  everything goes on smoothly, BUMI may
   return to visit IDR950 within threee months. Fair value based on
  assets and Gordon growth methodology
   remains at IDR1,100-IDR1,200
  
  
  
  
   --
  --
   Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.
  Great rates starting at 1¢/min.
  
 
 
 
 
 
 
 
  
 
   
 -
 Do you Yahoo!?
  Get on board. You're invited to try the new Yahoo! Mail.








 
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Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik Frederick Schubert



don't have any problem with my investment...my problem now is that i don't understand withwhat you said...  peaceup_trends [EMAIL PROTECTED] wrote:  the problem is are u strong enough to see other stocks rally giving u a whooping 20%+ gain while bumi ... :)--- In obrolan-bandar@yahoogroups.com, Frederick Schubert pemainbesar@... wrote: well... come on...be realistic... and
 please separate corporate action and assets as of September 30 2006 (next 9-month earnings), BUMI's assets should remain at IDR16.99 trillion, compared with PTBA of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM of IDR6.6 trillion.  If BUMI CAN manage its current debts by any kind of refinancing or loan bridging or whatsoeverBUMI mabe as attractive as Inco...  The question for BUMI is how they can manage their cash flow...and maintain its loyal foreign buyers  So, with or without selling KPC and ARUTMIN, which are the largest coal miner by ASSETS and reserves, BUMI still has potential for long term investment.  cheers  [EMAIL PROTECTED] wrote: Sepertinya, pade kalah 'senior' semua sama yg punyanya, ya - nanti lama2 juga akan terlupakan/terselesaikan dg sendirinya...  Aria  
 Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC etc...  tapi manajemennya,,yakkhh.   - Original Message -  From: up_trends  To: obrolan-bandar@yahoogroups.com  Sent: Tuesday, September 26, 2006 3:54 PM  Subject: [obrolan-bandar] Re: masih layakkah BUMI?what goes around comes around. boongin berita di bumi, ketimpa sial  lumpur enrg. minum deh tuh lumpur sampe kenyang.   --- In obrolan-bandar@yahoogroups.com, "Jamal Nasution" jamal@  wrote:   klo cp nya beli banyak berarti mo kesana   tapi klo belinya cuma dikit berarti barang banyak nyangkut   itu
 riset kapan? sesudah pembatalan KPC ya - Original Message -   From: Handika Wisnu   To: Bandar   Sent: Tuesday, September 26, 2006 12:43 PM   Subject: [obrolan-bandar] masih layakkah BUMI?   Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak  (menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp  200/saham.   Nah, yg mo saya tanyain...apakah BUMI masih layak dipertahankan  ato tidak?   Soalnya hasil dari cut loss ini akan saya alihkan untuk invest  options di US market yg return-nya rata2 10% per bulan (strategi  konservatif). Tapi barusan saya baca review BEJ dari pusat riset Valbury bilang  klo BUMI msh pny masa depan yg bagus, keliatan dari
 banyaknya bank2  luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.   Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor  luar.   Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung  fair value based on asset dan Gordon growth model masih di Rp1100 -  Rp1200 Minta sarannya donk bwt yg sudah senior...mesti diapain ya saham  ini?   Soalnya siklus dari pasar options di US market tu tiap akhir  October bakal ada major momentum. sayang bgt klo ! ampe kelewat Terimakasih banyak Kutipan dari pusat riset Valbury :   Special Mention:   BUMI: 690-810. Best buy below IDR690. The fact that it has  secured a foreign bank syndicated loan
 shows that   foreign investors have still high confidence in BUMI's future. If  everything goes on smoothly, BUMI may   return to visit IDR950 within threee months. Fair value based on  assets and Gordon growth methodology   remains at IDR1,100-IDR1,200   --  --   Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.  Great rates starting at 1¢/min. - Do you Yahoo!? Get on board. You're invited to try the new Yahoo!
 Mail. 
		Do you Yahoo!? Everyone is raving about the  all-new Yahoo! Mail.
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Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik danny alexander



Ini link nya pak semoga membantu :D

http://www.klubsaham.com/modules.php?op=modloadname=Newsfile=articlesid=52mode=threadorder=0thold=0
On 9/26/06, ji3soe [EMAIL PROTECTED] wrote:













  



Kalau anda nasabah CP minta ngomong aja sama analisnya yang bilang 
fair value bumi itu 1000 lebih. Tanya dia gimana cara ngitungnya apa 
asumsi yang mendasarinya dan bagaimana bisa mencapai ke angka 
tersebut. 

Nilai suatu saham baru bisa dihitung apabila perusahaan sudah 
menerapkan Good Corporate Governance yang sangat tinggi. Menurut anda 
GCG nya bumi itu bagaimana ? (saya kira anda dapat menilai sendiri 
dengan jelas manajemen / owner bumi itu orang yang dapat dipercaya 
atau bukan). 
 
Di klubsaham.com dulu ada pakar yang membahas dengan detail maksud 
tipuan  corporate actionnya bumi.Sayang saya tidak ketemu linknya. 
Tapi intinya si bandit itu mau mindahin utang usd200jt dgn bunga 
tinggi ke investor publik yg kasih duit ke owner tanpa bunga. 

Mungkin saja sih bumi bisa balik lagi tapi saya rasa tidak mungkin 
dalam waktu dekat. it is a very long long journey , setelah si bandit 
buyback kembali saham yang dilempar kepasar dengan harga murah.

Mengenai option, di dunia investasi ini kaga ada yang high return tapi 
low risk. Kalau anda ingin return 10% per bulan ,harus siap juga untuk 
menerima resiko rugi yang besar pula. 
 
--- In obrolan-bandar@yahoogroups.com, Handika Wisnu [EMAIL PROTECTED] 

wrote:

 Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak 
(menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp 200/
saham.
 Nah, yg mo saya tanyain...apakah BUMI masih layak dipertahankan ato 
tidak?
 Soalnya hasil dari cut loss ini akan saya alihkan untuk invest 
options di US market yg return-nya rata2 10% per bulan (strategi 
konservatif).
 
 Tapi barusan saya baca review BEJ dari pusat riset Valbury bilang 
klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya bank2 
luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.
 Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor luar.
 Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung fair 
value based on asset dan Gordon growth model masih di Rp1100 - Rp1200
 
 Minta sarannya donk bwt yg sudah senior...mesti diapain ya saham 
ini?
 Soalnya siklus dari pasar options di US market tu tiap akhir October 
bakal ada major momentum. sayang bgt klo ampe kelewat
 
 Terimakasih banyak
 
 Kutipan dari pusat riset Valbury :
 Special Mention:
  BUMI: 690-810. Best buy below  IDR690. The fact that it has secured 
a foreign bank syndicated loan shows  that
   foreign investors have still high  confidence in BUMI's future. If 
everything goes on smoothly, BUMI  may
   return to visit IDR950 within  threee months. Fair value based on 
assets and Gordon growth  methodology
   remains at  IDR1,100-IDR1,200
 
 
  		
 -
 Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.  
Great rates starting at 1¢/min.



  













-- Best Regards,Danny AlexanderThe First Step is The Hardest Step

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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik up_trends
I'm guessing u have bumi? well good luck :)

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
[EMAIL PROTECTED] wrote:

 don't have any problem with my investment...my problem now is that 
i don't understand with what you said...
   peace
 
 up_trends [EMAIL PROTECTED] wrote:
   the problem is are u strong enough to see other stocks 
rally giving u 
 a whooping 20%+ gain while bumi ... :)
 
 --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
 pemainbesar@ wrote:
 
  well...
  come on...be realistic... and please separate corporate action 
 and assets as of September 30 2006 (next 9-month earnings), 
 BUMI's assets should remain at IDR16.99 trillion, compared with 
PTBA 
 of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM of 
 IDR6.6 trillion.
  
  If BUMI CAN manage its current debts by any kind of refinancing 
 or loan bridging or whatsoeverBUMI mabe as attractive as Inco...
  
  The question for BUMI is how they can manage their cash 
 flow...and maintain its loyal foreign buyers
  
  So, with or without selling KPC and ARUTMIN, which are the 
 largest coal miner by ASSETS and reserves, BUMI still has potential 
 for long term investment.
  
  cheers
  
  ariabela@ wrote:
  Sepertinya, pade kalah 'senior' semua sama yg punyanya, 
 ya - nanti lama2
  juga akan terlupakan/terselesaikan dg sendirinya...
  
  Aria
  
   Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC 
 etc...
   tapi manajemennya,,yakkhh.
  
   - Original Message -
   From: up_trends
   To: obrolan-bandar@yahoogroups.com
   Sent: Tuesday, September 26, 2006 3:54 PM
   Subject: [obrolan-bandar] Re: masih layakkah BUMI?
  
  
   what goes around comes around. boongin berita di bumi, ketimpa 
 sial
   lumpur enrg. minum deh tuh lumpur sampe kenyang.
  
   --- In obrolan-bandar@yahoogroups.com, Jamal Nasution jamal@
   wrote:
   
   
klo cp nya beli banyak berarti mo kesana
tapi klo belinya cuma dikit berarti barang banyak nyangkut
itu riset kapan? sesudah pembatalan KPC ya
   
- Original Message -
From: Handika Wisnu
To: Bandar
Sent: Tuesday, September 26, 2006 12:43 PM
Subject: [obrolan-bandar] masih layakkah BUMI?
   
   
Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak
   (menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp
   200/saham.
Nah, yg mo saya tanyain...apakah BUMI masih layak 
dipertahankan
   ato tidak?
Soalnya hasil dari cut loss ini akan saya alihkan untuk invest
   options di US market yg return-nya rata2 10% per bulan (strategi
   konservatif).
   
Tapi barusan saya baca review BEJ dari pusat riset Valbury 
 bilang
   klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya 
 bank2
   luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.
Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor
   luar.
Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung
   fair value based on asset dan Gordon growth model masih di 
 Rp1100 -
   Rp1200
   
Minta sarannya donk bwt yg sudah senior...mesti diapain ya 
saham
   ini?
Soalnya siklus dari pasar options di US market tu tiap akhir
   October bakal ada major momentum. sayang bgt klo ! ampe kelewat
   
Terimakasih banyak
   
Kutipan dari pusat riset Valbury :
   
   
Special Mention:
BUMI: 690-810. Best buy below IDR690. The fact that it has
   secured a foreign bank syndicated loan shows that
foreign investors have still high confidence in BUMI's 
future. 
 If
   everything goes on smoothly, BUMI may
return to visit IDR950 within threee months. Fair value based 
on
   assets and Gordon growth methodology
remains at IDR1,100-IDR1,200
   
   
   
   
--
   --
Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.
   Great rates starting at 1¢/min.
   
  
  
  
  
  
  
  
  
  
  
  -
  Do you Yahoo!?
  Get on board. You're invited to try the new Yahoo! Mail.
 
 
 
 
  
 
   
 -
 Do you Yahoo!?
  Everyone is raving about the  all-new Yahoo! Mail.








 
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik up_trends
2 words opportunity cost.

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
[EMAIL PROTECTED] wrote:

 don't have any problem with my investment...my problem now is that 
i don't understand with what you said...
   peace
 
 up_trends [EMAIL PROTECTED] wrote:
   the problem is are u strong enough to see other stocks 
rally giving u 
 a whooping 20%+ gain while bumi ... :)
 
 --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
 pemainbesar@ wrote:
 
  well...
  come on...be realistic... and please separate corporate action 
 and assets as of September 30 2006 (next 9-month earnings), 
 BUMI's assets should remain at IDR16.99 trillion, compared with 
PTBA 
 of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM of 
 IDR6.6 trillion.
  
  If BUMI CAN manage its current debts by any kind of refinancing 
 or loan bridging or whatsoeverBUMI mabe as attractive as Inco...
  
  The question for BUMI is how they can manage their cash 
 flow...and maintain its loyal foreign buyers
  
  So, with or without selling KPC and ARUTMIN, which are the 
 largest coal miner by ASSETS and reserves, BUMI still has potential 
 for long term investment.
  
  cheers
  
  ariabela@ wrote:
  Sepertinya, pade kalah 'senior' semua sama yg punyanya, 
 ya - nanti lama2
  juga akan terlupakan/terselesaikan dg sendirinya...
  
  Aria
  
   Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC 
 etc...
   tapi manajemennya,,yakkhh.
  
   - Original Message -
   From: up_trends
   To: obrolan-bandar@yahoogroups.com
   Sent: Tuesday, September 26, 2006 3:54 PM
   Subject: [obrolan-bandar] Re: masih layakkah BUMI?
  
  
   what goes around comes around. boongin berita di bumi, ketimpa 
 sial
   lumpur enrg. minum deh tuh lumpur sampe kenyang.
  
   --- In obrolan-bandar@yahoogroups.com, Jamal Nasution jamal@
   wrote:
   
   
klo cp nya beli banyak berarti mo kesana
tapi klo belinya cuma dikit berarti barang banyak nyangkut
itu riset kapan? sesudah pembatalan KPC ya
   
- Original Message -
From: Handika Wisnu
To: Bandar
Sent: Tuesday, September 26, 2006 12:43 PM
Subject: [obrolan-bandar] masih layakkah BUMI?
   
   
Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak
   (menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp
   200/saham.
Nah, yg mo saya tanyain...apakah BUMI masih layak 
dipertahankan
   ato tidak?
Soalnya hasil dari cut loss ini akan saya alihkan untuk invest
   options di US market yg return-nya rata2 10% per bulan (strategi
   konservatif).
   
Tapi barusan saya baca review BEJ dari pusat riset Valbury 
 bilang
   klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya 
 bank2
   luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.
Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor
   luar.
Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung
   fair value based on asset dan Gordon growth model masih di 
 Rp1100 -
   Rp1200
   
Minta sarannya donk bwt yg sudah senior...mesti diapain ya 
saham
   ini?
Soalnya siklus dari pasar options di US market tu tiap akhir
   October bakal ada major momentum. sayang bgt klo ! ampe kelewat
   
Terimakasih banyak
   
Kutipan dari pusat riset Valbury :
   
   
Special Mention:
BUMI: 690-810. Best buy below IDR690. The fact that it has
   secured a foreign bank syndicated loan shows that
foreign investors have still high confidence in BUMI's 
future. 
 If
   everything goes on smoothly, BUMI may
return to visit IDR950 within threee months. Fair value based 
on
   assets and Gordon growth methodology
remains at IDR1,100-IDR1,200
   
   
   
   
--
   --
Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.
   Great rates starting at 1¢/min.
   
  
  
  
  
  
  
  
  
  
  
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik up_trends
I'm guessing u have bumi? well good luck :)

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
[EMAIL PROTECTED] wrote:

 don't have any problem with my investment...my problem now is that 
i don't understand with what you said...
   peace
 
 up_trends [EMAIL PROTECTED] wrote:
   the problem is are u strong enough to see other stocks 
rally giving u 
 a whooping 20%+ gain while bumi ... :)
 
 --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
 pemainbesar@ wrote:
 
  well...
  come on...be realistic... and please separate corporate action 
 and assets as of September 30 2006 (next 9-month earnings), 
 BUMI's assets should remain at IDR16.99 trillion, compared with 
PTBA 
 of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM of 
 IDR6.6 trillion.
  
  If BUMI CAN manage its current debts by any kind of refinancing 
 or loan bridging or whatsoeverBUMI mabe as attractive as Inco...
  
  The question for BUMI is how they can manage their cash 
 flow...and maintain its loyal foreign buyers
  
  So, with or without selling KPC and ARUTMIN, which are the 
 largest coal miner by ASSETS and reserves, BUMI still has potential 
 for long term investment.
  
  cheers
  
  ariabela@ wrote:
  Sepertinya, pade kalah 'senior' semua sama yg punyanya, 
 ya - nanti lama2
  juga akan terlupakan/terselesaikan dg sendirinya...
  
  Aria
  
   Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC 
 etc...
   tapi manajemennya,,yakkhh.
  
   - Original Message -
   From: up_trends
   To: obrolan-bandar@yahoogroups.com
   Sent: Tuesday, September 26, 2006 3:54 PM
   Subject: [obrolan-bandar] Re: masih layakkah BUMI?
  
  
   what goes around comes around. boongin berita di bumi, ketimpa 
 sial
   lumpur enrg. minum deh tuh lumpur sampe kenyang.
  
   --- In obrolan-bandar@yahoogroups.com, Jamal Nasution jamal@
   wrote:
   
   
klo cp nya beli banyak berarti mo kesana
tapi klo belinya cuma dikit berarti barang banyak nyangkut
itu riset kapan? sesudah pembatalan KPC ya
   
- Original Message -
From: Handika Wisnu
To: Bandar
Sent: Tuesday, September 26, 2006 12:43 PM
Subject: [obrolan-bandar] masih layakkah BUMI?
   
   
Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak
   (menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp
   200/saham.
Nah, yg mo saya tanyain...apakah BUMI masih layak 
dipertahankan
   ato tidak?
Soalnya hasil dari cut loss ini akan saya alihkan untuk invest
   options di US market yg return-nya rata2 10% per bulan (strategi
   konservatif).
   
Tapi barusan saya baca review BEJ dari pusat riset Valbury 
 bilang
   klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya 
 bank2
   luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.
Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor
   luar.
Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung
   fair value based on asset dan Gordon growth model masih di 
 Rp1100 -
   Rp1200
   
Minta sarannya donk bwt yg sudah senior...mesti diapain ya 
saham
   ini?
Soalnya siklus dari pasar options di US market tu tiap akhir
   October bakal ada major momentum. sayang bgt klo ! ampe kelewat
   
Terimakasih banyak
   
Kutipan dari pusat riset Valbury :
   
   
Special Mention:
BUMI: 690-810. Best buy below IDR690. The fact that it has
   secured a foreign bank syndicated loan shows that
foreign investors have still high confidence in BUMI's 
future. 
 If
   everything goes on smoothly, BUMI may
return to visit IDR950 within threee months. Fair value based 
on
   assets and Gordon growth methodology
remains at IDR1,100-IDR1,200
   
   
   
   
--
   --
Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.
   Great rates starting at 1¢/min.
   
  
  
  
  
  
  
  
  
  
  
  -
  Do you Yahoo!?
  Get on board. You're invited to try the new Yahoo! Mail.
 
 
 
 
  
 
   
 -
 Do you Yahoo!?
  Everyone is raving about the  all-new Yahoo! Mail.








 
Yahoo! Groups Links

* To visit your group on the web, go to:
http://groups.yahoo.com/group/obrolan-bandar/

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* 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:
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Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik Frederick Schubert



nopebut i may be looking at heavily investing some big chunk of my fund  and may forecast for BUMI fair value is more than 1,200 rups..but, what u said reminded me to an event when i told people that Telkom's fair value is at 9,000 rups...at that times Telkom's share price was at 4,400haha  peace ah..up_trends [EMAIL PROTECTED] wrote:  I'm guessing u have bumi? well good luck :)--- In obrolan-bandar@yahoogroups.com, Frederick Schubert pemainbesar@... wrote: don't have any problem with my investment...my problem now is that i don't understand with what you said... peace  up_trends [EMAIL PROTECTED].. wrote: the problem is are u strong enough to see other stocks rally giving u  a whooping 20%+ gain while bumi ... :)  --- In obrolan-bandar@yahoogroups.com, Frederick Schubert  pemainbesar@ wrote:   well...  come on...be realistic... and please separate corporate action  and assets as of September 30 2006 (next 9-month earnings),  BUMI's assets should remain at IDR16.99 trillion, compared with PTBA  of ONLY IDR2.68 trillion, or INCO of
 IDR15.23 trillion or ANTM of  IDR6.6 trillion.If BUMI CAN manage its current debts by any kind of refinancing  or loan bridging or whatsoeverBUMI mabe as attractive as Inco...The question for BUMI is how they can manage their cash  flow...and maintain its loyal foreign buyersSo, with or without selling KPC and ARUTMIN, which are the  largest coal miner by ASSETS and reserves, BUMI still has potential  for long term investment.cheersariabela@ wrote:  Sepertinya, pade kalah 'senior' semua sama yg punyanya,  ya - nanti lama2  juga akan terlupakan/terselesaikan dg sendirinya...Aria Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC  etc...   tapi
 manajemennya,,yakkhh. - Original Message -   From: up_trends   To: obrolan-bandar@yahoogroups.com   Sent: Tuesday, September 26, 2006 3:54 PM   Subject: [obrolan-bandar] Re: masih layakkah BUMI?   what goes around comes around. boongin berita di bumi, ketimpa  sial   lumpur enrg. minum deh tuh lumpur sampe kenyang. --- In obrolan-bandar@yahoogroups.com, "Jamal Nasution" jamal@   wrote:  klo cp nya beli banyak berarti mo kesanatapi klo belinya cuma dikit berarti barang banyak nyangkut   
 itu riset kapan? sesudah pembatalan KPC ya   - Original Message -From: Handika WisnuTo: BandarSent: Tuesday, September 26, 2006 12:43 PMSubject: [obrolan-bandar] masih layakkah BUMI?  Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak   (menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp   200/saham.Nah, yg mo saya tanyain...apakah BUMI masih layak dipertahankan   ato tidak?Soalnya hasil dari cut loss ini akan saya alihkan untuk invest   options di US market yg return-nya rata2 10% per bulan (strategi   konservatif).   Tapi barusan saya baca review BEJ dari
 pusat riset Valbury  bilang   klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya  bank2   luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta.Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investor   luar.Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitung   fair value based on asset dan Gordon growth model masih di  Rp1100 -   Rp1200   Minta sarannya donk bwt yg sudah senior...mesti diapain ya saham   ini?Soalnya siklus dari pasar options di US market tu tiap akhir   October bakal ada major momentum. sayang bgt klo ! ampe kelewat   Terimakasih banyak   Kutipan dari pusat riset Valbury :
  Special Mention:BUMI: 690-810. Best buy below IDR690. The fact that it has   secured a foreign bank syndicated loan shows thatforeign investors have still high confidence in BUMI's future.  If   everything goes on smoothly, BUMI mayreturn to visit IDR950 within threee months. Fair value based on   assets and Gordon growth methodologyremains at IDR1,100-IDR1,200--   --Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.   Great rates starting at 1¢/min.  
   -  Do you Yahoo!?  Get on board. You're invited to try the new Yahoo! Mail.- Do you Yahoo!? Everyone is raving about the all-new Yahoo! Mail. 
		Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.  Great rates starting at 1¢/min.
__._,_.___




   






  
  
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik up_trends
haha, yeah rite, unfortunately, i was wise enough to invest in untr 
at 2500 at that time 

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
[EMAIL PROTECTED] wrote:

 nopebut i may be looking at heavily investing some big chunk of 
my fund
   and may forecast for BUMI fair value is more than 1,200 rups..

   but, what u said reminded me to an event when i told people that 
Telkom's fair value is at 9,000 rups...at that times Telkom's share 
price was at 4,400haha
   peace ah..
 
 up_trends [EMAIL PROTECTED] wrote:
   I'm guessing u have bumi? well good luck :)
 
 --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
 pemainbesar@ wrote:
 
  don't have any problem with my investment...my problem now is 
that 
 i don't understand with what you said...
  peace
  
  up_trends up_trends@ wrote:
  the problem is are u strong enough to see other stocks 
 rally giving u 
  a whooping 20%+ gain while bumi ... :)
  
  --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
  pemainbesar@ wrote:
  
   well...
   come on...be realistic... and please separate corporate action 
  and assets as of September 30 2006 (next 9-month earnings), 
  BUMI's assets should remain at IDR16.99 trillion, compared with 
 PTBA 
  of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM of 
  IDR6.6 trillion.
   
   If BUMI CAN manage its current debts by any kind of refinancing 
  or loan bridging or whatsoeverBUMI mabe as attractive as 
Inco...
   
   The question for BUMI is how they can manage their cash 
  flow...and maintain its loyal foreign buyers
   
   So, with or without selling KPC and ARUTMIN, which are the 
  largest coal miner by ASSETS and reserves, BUMI still has 
potential 
  for long term investment.
   
   cheers
   
   ariabela@ wrote:
   Sepertinya, pade kalah 'senior' semua sama yg punyanya, 
  ya - nanti lama2
   juga akan terlupakan/terselesaikan dg sendirinya...
   
   Aria
   
Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC 
  etc...
tapi manajemennya,,yakkhh.
   
- Original Message -
From: up_trends
To: obrolan-bandar@yahoogroups.com
Sent: Tuesday, September 26, 2006 3:54 PM
Subject: [obrolan-bandar] Re: masih layakkah BUMI?
   
   
what goes around comes around. boongin berita di bumi, 
ketimpa 
  sial
lumpur enrg. minum deh tuh lumpur sampe kenyang.
   
--- In obrolan-bandar@yahoogroups.com, Jamal Nasution 
jamal@
wrote:


 klo cp nya beli banyak berarti mo kesana
 tapi klo belinya cuma dikit berarti barang banyak nyangkut
 itu riset kapan? sesudah pembatalan KPC ya

 - Original Message -
 From: Handika Wisnu
 To: Bandar
 Sent: Tuesday, September 26, 2006 12:43 PM
 Subject: [obrolan-bandar] masih layakkah BUMI?


 Saya saat ini megang saham BUMI dalam jumlah yg lumayan 
banyak
(menurut saya) karena dulu terpikat dgn janji mo bagi dividen 
Rp
200/saham.
 Nah, yg mo saya tanyain...apakah BUMI masih layak 
 dipertahankan
ato tidak?
 Soalnya hasil dari cut loss ini akan saya alihkan untuk 
invest
options di US market yg return-nya rata2 10% per bulan 
(strategi
konservatif).

 Tapi barusan saya baca review BEJ dari pusat riset Valbury 
  bilang
klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya 
  bank2
luar negeri yg msh mo memberikan pinjaman hingga 2x yg 
diminta.
 Katanya ini menunjukkan bahwa BUMI msh dipercaya sama 
investor
luar.
 Plus target dlm 3 bulan bisa balik ke 950...dan jika 
dihitung
fair value based on asset dan Gordon growth model masih di 
  Rp1100 -
Rp1200

 Minta sarannya donk bwt yg sudah senior...mesti diapain ya 
 saham
ini?
 Soalnya siklus dari pasar options di US market tu tiap akhir
October bakal ada major momentum. sayang bgt klo ! ampe 
kelewat

 Terimakasih banyak

 Kutipan dari pusat riset Valbury :


 Special Mention:
 BUMI: 690-810. Best buy below IDR690. The fact that it has
secured a foreign bank syndicated loan shows that
 foreign investors have still high confidence in BUMI's 
 future. 
  If
everything goes on smoothly, BUMI may
 return to visit IDR950 within threee months. Fair value 
based 
 on
assets and Gordon growth methodology
 remains at IDR1,100-IDR1,200




 --
--
 Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone 
calls.
Great rates starting at 1¢/min.

   
   
   
   
   
   
   
   
   
   
   -
   Do you Yahoo!?
   Get on board. You're invited to try the new Yahoo! Mail.
  
  
  
  
  
  
  
  -
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  Everyone is raving about the all-new Yahoo! Mail.
 
 
 
 
  
 
   
 -
 Talk is cheap

[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik up_trends
funny when some people said this stock is good  but actually they 
still dont invest in it. if u are sure enough bumi is going to 1200, 
why u still don't have bumi? :)

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
[EMAIL PROTECTED] wrote:

 nopebut i may be looking at heavily investing some big chunk of 
my fund
   and may forecast for BUMI fair value is more than 1,200 rups..

   but, what u said reminded me to an event when i told people that 
Telkom's fair value is at 9,000 rups...at that times Telkom's share 
price was at 4,400haha
   peace ah..
 
 up_trends [EMAIL PROTECTED] wrote:
   I'm guessing u have bumi? well good luck :)
 
 --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
 pemainbesar@ wrote:
 
  don't have any problem with my investment...my problem now is 
that 
 i don't understand with what you said...
  peace
  
  up_trends up_trends@ wrote:
  the problem is are u strong enough to see other stocks 
 rally giving u 
  a whooping 20%+ gain while bumi ... :)
  
  --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
  pemainbesar@ wrote:
  
   well...
   come on...be realistic... and please separate corporate action 
  and assets as of September 30 2006 (next 9-month earnings), 
  BUMI's assets should remain at IDR16.99 trillion, compared with 
 PTBA 
  of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM of 
  IDR6.6 trillion.
   
   If BUMI CAN manage its current debts by any kind of refinancing 
  or loan bridging or whatsoeverBUMI mabe as attractive as 
Inco...
   
   The question for BUMI is how they can manage their cash 
  flow...and maintain its loyal foreign buyers
   
   So, with or without selling KPC and ARUTMIN, which are the 
  largest coal miner by ASSETS and reserves, BUMI still has 
potential 
  for long term investment.
   
   cheers
   
   ariabela@ wrote:
   Sepertinya, pade kalah 'senior' semua sama yg punyanya, 
  ya - nanti lama2
   juga akan terlupakan/terselesaikan dg sendirinya...
   
   Aria
   
Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC 
  etc...
tapi manajemennya,,yakkhh.
   
- Original Message -
From: up_trends
To: obrolan-bandar@yahoogroups.com
Sent: Tuesday, September 26, 2006 3:54 PM
Subject: [obrolan-bandar] Re: masih layakkah BUMI?
   
   
what goes around comes around. boongin berita di bumi, 
ketimpa 
  sial
lumpur enrg. minum deh tuh lumpur sampe kenyang.
   
--- In obrolan-bandar@yahoogroups.com, Jamal Nasution 
jamal@
wrote:


 klo cp nya beli banyak berarti mo kesana
 tapi klo belinya cuma dikit berarti barang banyak nyangkut
 itu riset kapan? sesudah pembatalan KPC ya

 - Original Message -
 From: Handika Wisnu
 To: Bandar
 Sent: Tuesday, September 26, 2006 12:43 PM
 Subject: [obrolan-bandar] masih layakkah BUMI?


 Saya saat ini megang saham BUMI dalam jumlah yg lumayan 
banyak
(menurut saya) karena dulu terpikat dgn janji mo bagi dividen 
Rp
200/saham.
 Nah, yg mo saya tanyain...apakah BUMI masih layak 
 dipertahankan
ato tidak?
 Soalnya hasil dari cut loss ini akan saya alihkan untuk 
invest
options di US market yg return-nya rata2 10% per bulan 
(strategi
konservatif).

 Tapi barusan saya baca review BEJ dari pusat riset Valbury 
  bilang
klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknya 
  bank2
luar negeri yg msh mo memberikan pinjaman hingga 2x yg 
diminta.
 Katanya ini menunjukkan bahwa BUMI msh dipercaya sama 
investor
luar.
 Plus target dlm 3 bulan bisa balik ke 950...dan jika 
dihitung
fair value based on asset dan Gordon growth model masih di 
  Rp1100 -
Rp1200

 Minta sarannya donk bwt yg sudah senior...mesti diapain ya 
 saham
ini?
 Soalnya siklus dari pasar options di US market tu tiap akhir
October bakal ada major momentum. sayang bgt klo ! ampe 
kelewat

 Terimakasih banyak

 Kutipan dari pusat riset Valbury :


 Special Mention:
 BUMI: 690-810. Best buy below IDR690. The fact that it has
secured a foreign bank syndicated loan shows that
 foreign investors have still high confidence in BUMI's 
 future. 
  If
everything goes on smoothly, BUMI may
 return to visit IDR950 within threee months. Fair value 
based 
 on
assets and Gordon growth methodology
 remains at IDR1,100-IDR1,200




 --
--
 Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone 
calls.
Great rates starting at 1¢/min.

   
   
   
   
   
   
   
   
   
   
   -
   Do you Yahoo!?
   Get on board. You're invited to try the new Yahoo! Mail.
  
  
  
  
  
  
  
  -
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Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik Frederick Schubert



not that funnyi stll have some at an average of IDR35so...take an easy...  heheup_trends [EMAIL PROTECTED] wrote:  funny when some people said this stock is good but actually they still dont invest in it. if u are sure enough bumi is going to 1200, why u still don't have bumi? :)--- In obrolan-bandar@yahoogroups.com, Frederick Schubert pemainbesar@... wrote: nopebut i may be
 looking at heavily investing some big chunk of my fund and may forecast for BUMI fair value is more than 1,200 rups..  but, what u said reminded me to an event when i told people that Telkom's fair value is at 9,000 rups...at that times Telkom's share price was at 4,400haha peace ah..  up_trends [EMAIL PROTECTED].. wrote: I'm guessing u have bumi? well good luck :)  --- In obrolan-bandar@yahoogroups.com, Frederick Schubert  pemainbesar@ wrote:   don't have any problem with my investment...my problem now is that  i don't understand with what you said...  peaceup_trends up_trends@ wrote:  the problem is are u strong enough to see other stocks  rally giving u   a whooping 20%+
 gain while bumi ... :)--- In obrolan-bandar@yahoogroups.com, Frederick Schubert   pemainbesar@ wrote: well...   come on...be realistic... and please separate corporate action   and assets as of September 30 2006 (next 9-month earnings),   BUMI's assets should remain at IDR16.99 trillion, compared with  PTBA   of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM of   IDR6.6 trillion.  If BUMI CAN manage its current debts by any kind of refinancing   or loan bridging or whatsoeverBUMI mabe as attractive as Inco...  The question for BUMI is how they can manage their cash   flow...and maintain its loyal foreign buyers
  So, with or without selling KPC and ARUTMIN, which are the   largest coal miner by ASSETS and reserves, BUMI still has potential   for long term investment.  cheers  ariabela@ wrote:   Sepertinya, pade kalah 'senior' semua sama yg punyanya,   ya - nanti lama2   juga akan terlupakan/terselesaikan dg sendirinya...  Aria   Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPC   etc...tapi manajemennya,,yakkhh.   - Original Message -From: up_trendsTo: obrolan-bandar@yahoogroups.comSent:
 Tuesday, September 26, 2006 3:54 PMSubject: [obrolan-bandar] Re: masih layakkah BUMI?  what goes around comes around. boongin berita di bumi, ketimpa   siallumpur enrg. minum deh tuh lumpur sampe kenyang.   --- In obrolan-bandar@yahoogroups.com, "Jamal Nasution" jamal@wrote: klo cp nya beli banyak berarti mo kesana tapi klo belinya cuma dikit berarti barang banyak nyangkut itu riset kapan? sesudah pembatalan KPC ya - Original Message - From: Handika Wisnu  
   To: Bandar Sent: Tuesday, September 26, 2006 12:43 PM Subject: [obrolan-bandar] masih layakkah BUMI? Saya saat ini megang saham BUMI dalam jumlah yg lumayan banyak(menurut saya) karena dulu terpikat dgn janji mo bagi dividen Rp200/saham. Nah, yg mo saya tanyain...apakah BUMI masih layak  dipertahankanato tidak? Soalnya hasil dari cut loss ini akan saya alihkan untuk investoptions di US market yg return-nya rata2 10% per bulan (strategikonservatif). Tapi barusan saya baca review BEJ dari pusat riset Valbury   bilangklo BUMI msh pny
 masa depan yg bagus, keliatan dari banyaknya   bank2luar negeri yg msh mo memberikan pinjaman hingga 2x yg diminta. Katanya ini menunjukkan bahwa BUMI msh dipercaya sama investorluar. Plus target dlm 3 bulan bisa balik ke 950...dan jika dihitungfair value based on asset dan Gordon growth model masih di   Rp1100 -Rp1200 Minta sarannya donk bwt yg sudah senior...mesti diapain ya  sahamini? Soalnya siklus dari pasar options di US market tu tiap akhirOctober bakal ada major momentum. sayang bgt klo ! ampe kelewat Terimakasih banyak Kutipan
 dari pusat riset Valbury : Special Mention: BUMI: 690-810. Best buy below IDR690. The fact that it hassecured a foreign bank syndicated loan shows that foreign investors have still high confidence in BUMI's  future.   Ifeverything goes on smoothly, BUMI may return to visit IDR950 within threee months. Fair value based  onassets and Gordon growth methodology remains at IDR1,100-IDR1,200 ----
 Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls.Great rates starting at 1¢/min. -   Do you Yahoo!?   Get on board. You're invited to try the new Yahoo! Mail.-  Do you Yahoo!?  Everyone is raving about the all-new Yahoo! Mail.- Talk is cheap.

[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik redyherinantoalb

( haha, yeah rite, unfortunately, i was wise enough to invest in untr 
 at 2500 at that time )

and sell it at 2700? Joke... joke... :D
It's call Edi Tansil... or goyang dikit udah keluar :))
Joke aa... saya juga sering gitu kok

Redy






 
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Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik Frederick Schubert



hehe...so rude.  no wonder...edy1276 [EMAIL PROTECTED] wrote:  nopebut i may be looking at heavily investing some big chunk of  my fundTong Kosong Nyaring Bunyinya..not that funnyi stll have some at an average of IDR35so...take an easy...Menjilat ludah sendiri--- In obrolan-bandar@yahoogroups.com, Frederick Schubert pemainbesar@... wrote: not that
 funnyi stll have some at an average of IDR35so...take an easy... hehe  up_trends [EMAIL PROTECTED].. wrote: funny when some people said this stock is good but actually they  still dont invest in it. if u are sure enough bumi is going to 1200,  why u still don't have bumi? :)  --- In obrolan-bandar@yahoogroups.com, Frederick Schubert  pemainbesar@ wrote:   nopebut i may be looking at heavily investing some big chunk of  my fund  and may forecast for BUMI fair value is more than 1,200 rups..but, what u said reminded me to an event when i told people that  Telkom's fair value is at 9,000 rups...at that times Telkom's share  price was at 4,400haha  peace ah..   
 up_trends up_trends@ wrote:  I'm guessing u have bumi? well good luck :)--- In obrolan-bandar@yahoogroups.com, Frederick Schubert   pemainbesar@ wrote: don't have any problem with my investment...my problem now is  that   i don't understand with what you said...   peace  up_trends up_trends@ wrote:   the problem is are u strong enough to see other stocks   rally giving ua whooping 20%+ gain while bumi ... :)  --- In obrolan-bandar@yahoogroups.com, Frederick Schubertpemainbesar@ wrote:  
 well...come on...be realistic... and please separate corporate actionand assets as of September 30 2006 (next 9-month earnings),BUMI's assets should remain at IDR16.99 trillion, compared with   PTBAof ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM ofIDR6.6 trillion.If BUMI CAN manage its current debts by any kind of refinancingor loan bridging or whatsoeverBUMI mabe as attractive as  Inco...The question for BUMI is how they can manage their cashflow...and maintain its loyal foreign buyersSo, with or without selling KPC and ARUTMIN, which are thelargest coal miner by ASSETS and reserves, BUMI still has 
 potentialfor long term investment.cheersariabela@ wrote:Sepertinya, pade kalah 'senior' semua sama yg punyanya,ya - nanti lama2juga akan terlupakan/terselesaikan dg sendirinya...Aria Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPCetc... tapi manajemennya,,yakkhh. - Original Message - From: up_trends To: obrolan-bandar@yahoogroups.com Sent: Tuesday, September 26, 2006 3:54 PM
 Subject: [obrolan-bandar] Re: masih layakkah BUMI? what goes around comes around. boongin berita di bumi,  ketimpasial lumpur enrg. minum deh tuh lumpur sampe kenyang. --- In obrolan-bandar@yahoogroups.com, "Jamal Nasution"  jamal@ wrote:klo cp nya beli banyak berarti mo kesana  tapi klo belinya cuma dikit berarti barang banyak nyangkut  itu riset kapan? sesudah pembatalan KPC ya   - Original Message -  From:
 Handika Wisnu  To: Bandar  Sent: Tuesday, September 26, 2006 12:43 PM  Subject: [obrolan-bandar] masih layakkah BUMI?Saya saat ini megang saham BUMI dalam jumlah yg lumayan  banyak (menurut saya) karena dulu terpikat dgn janji mo bagi dividen  Rp 200/saham.  Nah, yg mo saya tanyain...apakah BUMI masih layak   dipertahankan ato tidak?  Soalnya hasil dari cut loss ini akan saya alihkan untuk  invest options di US market yg return-nya rata2 10% per bulan  (strategi konservatif).   
Tapi barusan saya baca review BEJ dari pusat riset Valburybilang klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknyabank2 luar negeri yg msh mo memberikan pinjaman hingga 2x yg  diminta.  Katanya ini menunjukkan bahwa BUMI msh dipercaya sama  investor luar.  Plus target dlm 3 bulan bisa balik ke 950...dan jika  dihitung fair value based on asset dan Gordon growth model masih diRp1100 - Rp1200   Minta sarannya donk bwt yg sudah senior...mesti diapain ya   saham ini?  Soalnya siklus dari pasar options di US market tu tiap
 akhir October bakal ada major momentum. sayang bgt klo ! ampe  kelewat   Terimakasih banyak   Kutipan dari pusat riset Valbury :Special Mention:  BUMI: 690-810. Best buy below IDR690. The fact that it has secured a foreign bank syndicated loan shows that  foreign investors have still high confidence in BUMI's   future.If everything goes on smoothly, BUMI may  return to visit IDR950 within threee months. Fair value  based   on assets and Gordon growth methodology  
remains at IDR1,10

[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik redyherinantoalb
That's not funny I konw someone still hold BUMI at avarage 30 
rupiah 50.000 lot. I lost BUMI once, but with it's price now 
I considering to take it as long term investment althoung it 
will break mu oath not to buy Bakries anymore... :D

Redy
--- In obrolan-bandar@yahoogroups.com, up_trends [EMAIL PROTECTED] 
wrote:

 haha mr frederick u can be very funny sumtimes
 maybe Rp 35, or maybe Rp 990? or 1000? hihihi, i leave the answer 
to 
 you. :)
 
 
 --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
 pemainbesar@ wrote:
 
  not that funnyi stll have some at an average of 
 IDR35so...take an easy...
hehe
  
  up_trends up_trends@ wrote:
funny when some people said this stock is good but 
 actually they 
  still dont invest in it. if u are sure enough bumi is going to 
 1200, 
  why u still don't have bumi? :)
  
  --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
  pemainbesar@ wrote:
  
   nopebut i may be looking at heavily investing some big 
chunk 
 of 
  my fund
   and may forecast for BUMI fair value is more than 1,200 rups..
   
   but, what u said reminded me to an event when i told people 
that 
  Telkom's fair value is at 9,000 rups...at that times Telkom's 
share 
  price was at 4,400haha
   peace ah..
   
   up_trends up_trends@ wrote:
   I'm guessing u have bumi? well good luck :)
   
   --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
   pemainbesar@ wrote:
   
don't have any problem with my investment...my problem now 
is 
  that 
   i don't understand with what you said...
peace

up_trends up_trends@ wrote:
the problem is are u strong enough to see other stocks 
   rally giving u 
a whooping 20%+ gain while bumi ... :)

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
pemainbesar@ wrote:

 well...
 come on...be realistic... and please separate corporate 
 action 
and assets as of September 30 2006 (next 9-month 
earnings), 
BUMI's assets should remain at IDR16.99 trillion, compared 
with 
   PTBA 
of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or 
ANTM 
 of 
IDR6.6 trillion.
 
 If BUMI CAN manage its current debts by any kind of 
 refinancing 
or loan bridging or whatsoeverBUMI mabe as attractive as 
  Inco...
 
 The question for BUMI is how they can manage their cash 
flow...and maintain its loyal foreign buyers
 
 So, with or without selling KPC and ARUTMIN, which are the 
largest coal miner by ASSETS and reserves, BUMI still has 
  potential 
for long term investment.
 
 cheers
 
 ariabela@ wrote:
 Sepertinya, pade kalah 'senior' semua sama yg punyanya, 
ya - nanti lama2
 juga akan terlupakan/terselesaikan dg sendirinya...
 
 Aria
 
  Asetnya BUMI keliatannya masih menarik dhe.. 
ie :Arutmin, 
 KPC 
etc...
  tapi manajemennya,,yakkhh.
 
  - Original Message -
  From: up_trends
  To: obrolan-bandar@yahoogroups.com
  Sent: Tuesday, September 26, 2006 3:54 PM
  Subject: [obrolan-bandar] Re: masih layakkah BUMI?
 
 
  what goes around comes around. boongin berita di bumi, 
  ketimpa 
sial
  lumpur enrg. minum deh tuh lumpur sampe kenyang.
 
  --- In obrolan-bandar@yahoogroups.com, Jamal Nasution 
  jamal@
  wrote:
  
  
   klo cp nya beli banyak berarti mo kesana
   tapi klo belinya cuma dikit berarti barang banyak 
nyangkut
   itu riset kapan? sesudah pembatalan KPC ya
  
   - Original Message -
   From: Handika Wisnu
   To: Bandar
   Sent: Tuesday, September 26, 2006 12:43 PM
   Subject: [obrolan-bandar] masih layakkah BUMI?
  
  
   Saya saat ini megang saham BUMI dalam jumlah yg 
lumayan 
  banyak
  (menurut saya) karena dulu terpikat dgn janji mo bagi 
 dividen 
  Rp
  200/saham.
   Nah, yg mo saya tanyain...apakah BUMI masih layak 
   dipertahankan
  ato tidak?
   Soalnya hasil dari cut loss ini akan saya alihkan 
untuk 
  invest
  options di US market yg return-nya rata2 10% per bulan 
  (strategi
  konservatif).
  
   Tapi barusan saya baca review BEJ dari pusat riset 
 Valbury 
bilang
  klo BUMI msh pny masa depan yg bagus, keliatan dari 
 banyaknya 
bank2
  luar negeri yg msh mo memberikan pinjaman hingga 2x yg 
  diminta.
   Katanya ini menunjukkan bahwa BUMI msh dipercaya sama 
  investor
  luar.
   Plus target dlm 3 bulan bisa balik ke 950...dan jika 
  dihitung
  fair value based on asset dan Gordon growth model masih 
di 
Rp1100 -
  Rp1200
  
   Minta sarannya donk bwt yg sudah senior...mesti 
diapain 
 ya 
   saham
  ini?
   Soalnya siklus dari pasar options di US market tu tiap 
 akhir
  October bakal ada major momentum. sayang bgt klo ! ampe 
  kelewat
  
   Terimakasih

Re: [obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik Frederick Schubert



sharing infos in this milist is just like against a bunch of mob...who don't want to be criticised and could not accept someone's else opinion...  i would rather have a battle in the marketbut, i know people like pak edy1276 and effendi ang..? hehe are very smart and have big investment...so.. my apology, then..  this is my last comment please consider all of my comment as disclaimer and ignore them...  promise and swear not to give any opnion anymore...  and my best respect to embah or mbah, pak oen, and pak vibby ...keep up a good work and remind people to always be wise in investing their money in the jungle world of the equity market  peace and cheers to you all  bye  edy1276 [EMAIL PROTECTED] wrote:  nopebut i may be looking at heavily investing some big chunk of  my fundTong Kosong Nyaring Bunyinya..not that funnyi stll have some at an average of IDR35so...take an easy...Menjilat ludah sendiri--- In obrolan-bandar@yahoogroups.com, Frederick Schubert pemainbesar@... wrote: not that funnyi stll have some at an average of IDR35so...take an easy... hehe  up_trends [EMAIL PROTECTED].. wrote: funny when some people said this stock is good but actually they 
 still dont invest in it. if u are sure enough bumi is going to 1200,  why u still don't have bumi? :)  --- In obrolan-bandar@yahoogroups.com, Frederick Schubert  pemainbesar@ wrote:   nopebut i may be looking at heavily investing some big chunk of  my fund  and may forecast for BUMI fair value is more than 1,200 rups..but, what u said reminded me to an event when i told people that  Telkom's fair value is at 9,000 rups...at that times Telkom's share  price was at 4,400haha  peace ah..up_trends up_trends@ wrote:  I'm guessing u have bumi? well good luck :)--- In obrolan-bandar@yahoogroups.com, Frederick Schubert
   pemainbesar@ wrote: don't have any problem with my investment...my problem now is  that   i don't understand with what you said...   peace  up_trends up_trends@ wrote:   the problem is are u strong enough to see other stocks   rally giving ua whooping 20%+ gain while bumi ... :)  --- In obrolan-bandar@yahoogroups.com, Frederick Schubertpemainbesar@ wrote:   well...come on...be realistic... and please separate corporate actionand assets as of September 30 2006 (next 9-month earnings),BUMI's assets should remain at IDR16.99 trillion,
 compared with   PTBAof ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or ANTM ofIDR6.6 trillion.If BUMI CAN manage its current debts by any kind of refinancingor loan bridging or whatsoeverBUMI mabe as attractive as  Inco...The question for BUMI is how they can manage their cashflow...and maintain its loyal foreign buyersSo, with or without selling KPC and ARUTMIN, which are thelargest coal miner by ASSETS and reserves, BUMI still has  potentialfor long term investment.cheersariabela@ wrote:Sepertinya, pade kalah 'senior' semua sama yg
 punyanya,ya - nanti lama2juga akan terlupakan/terselesaikan dg sendirinya...Aria Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, KPCetc... tapi manajemennya,,yakkhh. - Original Message - From: up_trends To: obrolan-bandar@yahoogroups.com Sent: Tuesday, September 26, 2006 3:54 PM Subject: [obrolan-bandar] Re: masih layakkah BUMI? what goes around comes around. boongin berita di bumi,  ketimpasial
 lumpur enrg. minum deh tuh lumpur sampe kenyang. --- In obrolan-bandar@yahoogroups.com, "Jamal Nasution"  jamal@ wrote:klo cp nya beli banyak berarti mo kesana  tapi klo belinya cuma dikit berarti barang banyak nyangkut  itu riset kapan? sesudah pembatalan KPC ya   - Original Message -  From: Handika Wisnu  To: Bandar  Sent: Tuesday, September 26, 2006 12:43 PM  Subject: [obrolan-bandar] masih layakkah BUMI?
Saya saat ini megang saham BUMI dalam jumlah yg lumayan  banyak (menurut saya) karena dulu terpikat dgn janji mo bagi dividen  Rp 200/saham.  Nah, yg mo saya tanyain...apakah BUMI masih layak   dipertahankan ato tidak?  Soalnya hasil dari cut loss ini akan saya alihkan untuk  invest options di US market yg return-nya rata2 10% per bulan  (strategi konservatif).   Tapi barusan saya baca review BEJ dari pusat riset Valburybilang klo BUMI msh pny masa depan yg bagus, keliatan dari banyaknyabank2  
   luar negeri yg msh mo memberikan pinjaman hingga 2x yg  diminta.  Katanya ini menunjukkan bahwa BUMI msh dipercaya sama  investor luar.  Plus target dlm 3 bulan bisa balik ke 950...dan jika  dihitung fair value based on asset dan Gordon growth model masih diRp1100 - Rp1200   Minta sarannya donk bwt yg sudah senior...mesti diapain ya   sah

[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik redyherinantoalb
Iya di dunia saham kalo di real world seh ada aja... :))
Time will tell about BUMI... but I agreed with Frederick about 
it there is no problem at all about BUMI profitability... that 
the most important I don't know what scenario, but I waited it 
below 700...
Let see...

Redy


--- In obrolan-bandar@yahoogroups.com, up_trends [EMAIL PROTECTED] 
wrote:

 waduh, bung redy sering edi tansil? kasian, cepat berobat pak.
 serius bgt neh semua. 
 
 and sell it at 2700? Joke... joke... :D
  It's call Edi Tansil... or goyang dikit udah keluar :))
  Joke aa... saya juga sering gitu kok
 
 yah and buy back at 2900 to sell them all at 6100? hahaha.
 
 --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
 redyherinantoalb@ wrote:
 
  
  ( haha, yeah rite, unfortunately, i was wise enough to invest in 
untr 
   at 2500 at that time )
  
  and sell it at 2700? Joke... joke... :D
  It's call Edi Tansil... or goyang dikit udah keluar :))
  Joke aa... saya juga sering gitu kok
  
  Redy
 







 
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik oentoeng_q
Sangat menarik...
Ngikutin Obrolan (Long Term) Investor vs Trader yg pengen ketemu 
di BUMI.

Cheers

--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
[EMAIL PROTECTED] wrote:

 That's not funny I konw someone still hold BUMI at avarage 30 
 rupiah 50.000 lot. I lost BUMI once, but with it's price 
now 
 I considering to take it as long term investment althoung it 
 will break mu oath not to buy Bakries anymore... :D
 
 Redy
 --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
 wrote:
 
  haha mr frederick u can be very funny sumtimes
  maybe Rp 35, or maybe Rp 990? or 1000? hihihi, i leave the 
answer 
 to 
  you. :)
  
  
  --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
  pemainbesar@ wrote:
  
   not that funnyi stll have some at an average of 
  IDR35so...take an easy...
 hehe
   
   up_trends up_trends@ wrote:
 funny when some people said this stock is good but 
  actually they 
   still dont invest in it. if u are sure enough bumi is going to 
  1200, 
   why u still don't have bumi? :)
   
   --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
   pemainbesar@ wrote:
   
nopebut i may be looking at heavily investing some big 
 chunk 
  of 
   my fund
and may forecast for BUMI fair value is more than 1,200 
rups..

but, what u said reminded me to an event when i told people 
 that 
   Telkom's fair value is at 9,000 rups...at that times Telkom's 
 share 
   price was at 4,400haha
peace ah..

up_trends up_trends@ wrote:
I'm guessing u have bumi? well good luck :)

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
pemainbesar@ wrote:

 don't have any problem with my investment...my problem now 
 is 
   that 
i don't understand with what you said...
 peace
 
 up_trends up_trends@ wrote:
 the problem is are u strong enough to see other stocks 
rally giving u 
 a whooping 20%+ gain while bumi ... :)
 
 --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
 pemainbesar@ wrote:
 
  well...
  come on...be realistic... and please separate corporate 
  action 
 and assets as of September 30 2006 (next 9-month 
 earnings), 
 BUMI's assets should remain at IDR16.99 trillion, compared 
 with 
PTBA 
 of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or 
 ANTM 
  of 
 IDR6.6 trillion.
  
  If BUMI CAN manage its current debts by any kind of 
  refinancing 
 or loan bridging or whatsoeverBUMI mabe as attractive 
as 
   Inco...
  
  The question for BUMI is how they can manage their cash 
 flow...and maintain its loyal foreign buyers
  
  So, with or without selling KPC and ARUTMIN, which are 
the 
 largest coal miner by ASSETS and reserves, BUMI still has 
   potential 
 for long term investment.
  
  cheers
  
  ariabela@ wrote:
  Sepertinya, pade kalah 'senior' semua sama yg punyanya, 
 ya - nanti lama2
  juga akan terlupakan/terselesaikan dg sendirinya...
  
  Aria
  
   Asetnya BUMI keliatannya masih menarik dhe.. 
 ie :Arutmin, 
  KPC 
 etc...
   tapi manajemennya,,yakkhh.
  
   - Original Message -
   From: up_trends
   To: obrolan-bandar@yahoogroups.com
   Sent: Tuesday, September 26, 2006 3:54 PM
   Subject: [obrolan-bandar] Re: masih layakkah BUMI?
  
  
   what goes around comes around. boongin berita di bumi, 
   ketimpa 
 sial
   lumpur enrg. minum deh tuh lumpur sampe kenyang.
  
   --- In obrolan-bandar@yahoogroups.com, Jamal 
Nasution 
   jamal@
   wrote:
   
   
klo cp nya beli banyak berarti mo kesana
tapi klo belinya cuma dikit berarti barang banyak 
 nyangkut
itu riset kapan? sesudah pembatalan KPC ya
   
- Original Message -
From: Handika Wisnu
To: Bandar
Sent: Tuesday, September 26, 2006 12:43 PM
Subject: [obrolan-bandar] masih layakkah BUMI?
   
   
Saya saat ini megang saham BUMI dalam jumlah yg 
 lumayan 
   banyak
   (menurut saya) karena dulu terpikat dgn janji mo bagi 
  dividen 
   Rp
   200/saham.
Nah, yg mo saya tanyain...apakah BUMI masih layak 
dipertahankan
   ato tidak?
Soalnya hasil dari cut loss ini akan saya alihkan 
 untuk 
   invest
   options di US market yg return-nya rata2 10% per bulan 
   (strategi
   konservatif).
   
Tapi barusan saya baca review BEJ dari pusat riset 
  Valbury 
 bilang
   klo BUMI msh pny masa depan yg bagus, keliatan dari 
  banyaknya 
 bank2
   luar negeri yg msh mo memberikan pinjaman hingga 2x yg 
   diminta.
Katanya ini menunjukkan bahwa BUMI msh dipercaya 
sama 
   investor
   luar.
Plus target dlm 3 bulan bisa balik ke 950...dan jika 
   dihitung
   fair

[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik edy1276
Sorry..
No heart feeling please..
I was rude before.
We make friends not enemy in capital market.
More friends more idea.
Cheers
334

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
[EMAIL PROTECTED] wrote:

 sharing infos in this milist is just like against a bunch of 
mob...who don't want to be criticised and could not accept someone's 
else opinion...
   i would rather have a battle in the marketbut, i know people 
like pak edy1276 and effendi ang..? hehe are very smart and have big 
investment...so.. my apology, then..
   this is my last comment please consider all of my comment as 
disclaimer and ignore them...
   promise and swear not to give any opnion anymore...
   and my best respect to embah or mbah, pak oen, and pak 
vibby ...keep up a good work and remind people to always be wise in 
investing their money in the jungle world of the equity market
   peace and cheers to you all
   bye
   
 
 edy1276 [EMAIL PROTECTED] wrote:
   nopebut i may be looking at heavily investing some 
big chunk of 
  my fund
 Tong Kosong Nyaring Bunyinya..
 not that funnyi stll have some at an average of 
 IDR35so...take an easy...
 Menjilat ludah sendiri
 
 --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
 pemainbesar@ wrote:
 
  not that funnyi stll have some at an average of 
 IDR35so...take an easy...
  hehe
  
  up_trends up_trends@ wrote:
  funny when some people said this stock is good but 
 actually they 
  still dont invest in it. if u are sure enough bumi is going to 
 1200, 
  why u still don't have bumi? :)
  
  --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
  pemainbesar@ wrote:
  
   nopebut i may be looking at heavily investing some big 
chunk 
 of 
  my fund
   and may forecast for BUMI fair value is more than 1,200 rups..
   
   but, what u said reminded me to an event when i told people 
that 
  Telkom's fair value is at 9,000 rups...at that times Telkom's 
share 
  price was at 4,400haha
   peace ah..
   
   up_trends up_trends@ wrote:
   I'm guessing u have bumi? well good luck :)
   
   --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
   pemainbesar@ wrote:
   
don't have any problem with my investment...my problem now is 
  that 
   i don't understand with what you said...
peace

up_trends up_trends@ wrote:
the problem is are u strong enough to see other stocks 
   rally giving u 
a whooping 20%+ gain while bumi ... :)

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
pemainbesar@ wrote:

 well...
 come on...be realistic... and please separate corporate 
 action 
and assets as of September 30 2006 (next 9-month 
earnings), 
BUMI's assets should remain at IDR16.99 trillion, compared 
with 
   PTBA 
of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or 
ANTM 
 of 
IDR6.6 trillion.
 
 If BUMI CAN manage its current debts by any kind of 
 refinancing 
or loan bridging or whatsoeverBUMI mabe as attractive as 
  Inco...
 
 The question for BUMI is how they can manage their cash 
flow...and maintain its loyal foreign buyers
 
 So, with or without selling KPC and ARUTMIN, which are the 
largest coal miner by ASSETS and reserves, BUMI still has 
  potential 
for long term investment.
 
 cheers
 
 ariabela@ wrote:
 Sepertinya, pade kalah 'senior' semua sama yg punyanya, 
ya - nanti lama2
 juga akan terlupakan/terselesaikan dg sendirinya...
 
 Aria
 
  Asetnya BUMI keliatannya masih menarik dhe.. ie :Arutmin, 
 KPC 
etc...
  tapi manajemennya,,yakkhh.
 
  - Original Message -
  From: up_trends
  To: obrolan-bandar@yahoogroups.com
  Sent: Tuesday, September 26, 2006 3:54 PM
  Subject: [obrolan-bandar] Re: masih layakkah BUMI?
 
 
  what goes around comes around. boongin berita di bumi, 
  ketimpa 
sial
  lumpur enrg. minum deh tuh lumpur sampe kenyang.
 
  --- In obrolan-bandar@yahoogroups.com, Jamal Nasution 
  jamal@
  wrote:
  
  
   klo cp nya beli banyak berarti mo kesana
   tapi klo belinya cuma dikit berarti barang banyak 
nyangkut
   itu riset kapan? sesudah pembatalan KPC ya
  
   - Original Message -
   From: Handika Wisnu
   To: Bandar
   Sent: Tuesday, September 26, 2006 12:43 PM
   Subject: [obrolan-bandar] masih layakkah BUMI?
  
  
   Saya saat ini megang saham BUMI dalam jumlah yg lumayan 
  banyak
  (menurut saya) karena dulu terpikat dgn janji mo bagi 
 dividen 
  Rp
  200/saham.
   Nah, yg mo saya tanyain...apakah BUMI masih layak 
   dipertahankan
  ato tidak?
   Soalnya hasil dari cut loss ini akan saya alihkan untuk 
  invest
  options di US market yg return-nya rata2 10% per bulan 
  (strategi
  konservatif).
  
   Tapi barusan saya baca review

[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik up_trends
asal jgn nanti diganti wait dibawah 600 yah pak?:)

--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
[EMAIL PROTECTED] wrote:

 Iya di dunia saham kalo di real world seh ada aja... :))
 Time will tell about BUMI... but I agreed with Frederick about 
 it there is no problem at all about BUMI profitability... that 
 the most important I don't know what scenario, but I waited it 
 below 700...
 Let see...
 
 Redy
 
 
 --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
 wrote:
 
  waduh, bung redy sering edi tansil? kasian, cepat berobat pak.
  serius bgt neh semua. 
  
  and sell it at 2700? Joke... joke... :D
   It's call Edi Tansil... or goyang dikit udah keluar :))
   Joke aa... saya juga sering gitu kok
  
  yah and buy back at 2900 to sell them all at 6100? hahaha.
  
  --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
  redyherinantoalb@ wrote:
  
   
   ( haha, yeah rite, unfortunately, i was wise enough to invest 
in 
 untr 
at 2500 at that time )
   
   and sell it at 2700? Joke... joke... :D
   It's call Edi Tansil... or goyang dikit udah keluar :))
   Joke aa... saya juga sering gitu kok
   
   Redy
  
 








 
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik redyherinantoalb
Take it easy Frederick, please stay posting here, I think you give 
this milis new perpektif, actually I compared your advice with real 
world, and it' so accurate last time when everyone said the 
index will be down... you said the contrary, and you are right... 
and your explanation so rational I'm rational person and always 
search the reason behind an event...
Just stay here ok, I know many of member here will miss your 
oppinion...

Redy

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
[EMAIL PROTECTED] wrote:

 sharing infos in this milist is just like against a bunch of 
mob...who don't want to be criticised and could not accept someone's 
else opinion...
   i would rather have a battle in the marketbut, i know people 
like pak edy1276 and effendi ang..? hehe are very smart and have big 
investment...so.. my apology, then..
   this is my last comment please consider all of my comment as 
disclaimer and ignore them...
   promise and swear not to give any opnion anymore...
   and my best respect to embah or mbah, pak oen, and pak 
vibby ...keep up a good work and remind people to always be wise in 
investing their money in the jungle world of the equity market
   peace and cheers to you all
   bye
   
 
 edy1276 [EMAIL PROTECTED] wrote:
   nopebut i may be looking at heavily investing some 
big chunk of 
  my fund
 Tong Kosong Nyaring Bunyinya..
 not that funnyi stll have some at an average of 
 IDR35so...take an easy...
 Menjilat ludah sendiri
 
 --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
 pemainbesar@ wrote:
 
  not that funnyi stll have some at an average of 
 IDR35so...take an easy...
  hehe
  
  up_trends up_trends@ wrote:
  funny when some people said this stock is good but 
 actually they 
  still dont invest in it. if u are sure enough bumi is going to 
 1200, 
  why u still don't have bumi? :)
  
  --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
  pemainbesar@ wrote:
  
   nopebut i may be looking at heavily investing some big 
chunk 
 of 
  my fund
   and may forecast for BUMI fair value is more than 1,200 rups..
   
   but, what u said reminded me to an event when i told people 
that 
  Telkom's fair value is at 9,000 rups...at that times Telkom's 
share 
  price was at 4,400haha
   peace ah..
   
   up_trends up_trends@ wrote:
   I'm guessing u have bumi? well good luck :)
   
   --- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
   pemainbesar@ wrote:
   
don't have any problem with my investment...my problem now 
is 
  that 
   i don't understand with what you said...
peace

up_trends up_trends@ wrote:
the problem is are u strong enough to see other stocks 
   rally giving u 
a whooping 20%+ gain while bumi ... :)

--- In obrolan-bandar@yahoogroups.com, Frederick Schubert 
pemainbesar@ wrote:

 well...
 come on...be realistic... and please separate corporate 
 action 
and assets as of September 30 2006 (next 9-month 
earnings), 
BUMI's assets should remain at IDR16.99 trillion, compared 
with 
   PTBA 
of ONLY IDR2.68 trillion, or INCO of IDR15.23 trillion or 
ANTM 
 of 
IDR6.6 trillion.
 
 If BUMI CAN manage its current debts by any kind of 
 refinancing 
or loan bridging or whatsoeverBUMI mabe as attractive as 
  Inco...
 
 The question for BUMI is how they can manage their cash 
flow...and maintain its loyal foreign buyers
 
 So, with or without selling KPC and ARUTMIN, which are the 
largest coal miner by ASSETS and reserves, BUMI still has 
  potential 
for long term investment.
 
 cheers
 
 ariabela@ wrote:
 Sepertinya, pade kalah 'senior' semua sama yg punyanya, 
ya - nanti lama2
 juga akan terlupakan/terselesaikan dg sendirinya...
 
 Aria
 
  Asetnya BUMI keliatannya masih menarik dhe.. 
ie :Arutmin, 
 KPC 
etc...
  tapi manajemennya,,yakkhh.
 
  - Original Message -
  From: up_trends
  To: obrolan-bandar@yahoogroups.com
  Sent: Tuesday, September 26, 2006 3:54 PM
  Subject: [obrolan-bandar] Re: masih layakkah BUMI?
 
 
  what goes around comes around. boongin berita di bumi, 
  ketimpa 
sial
  lumpur enrg. minum deh tuh lumpur sampe kenyang.
 
  --- In obrolan-bandar@yahoogroups.com, Jamal Nasution 
  jamal@
  wrote:
  
  
   klo cp nya beli banyak berarti mo kesana
   tapi klo belinya cuma dikit berarti barang banyak 
nyangkut
   itu riset kapan? sesudah pembatalan KPC ya
  
   - Original Message -
   From: Handika Wisnu
   To: Bandar
   Sent: Tuesday, September 26, 2006 12:43 PM
   Subject: [obrolan-bandar] masih layakkah BUMI?
  
  
   Saya saat ini megang saham BUMI dalam jumlah yg 
lumayan 
  banyak
  (menurut saya) karena dulu terpikat dgn janji mo bagi 
 dividen

[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik up_trends
terus terang saya gak tahan kalo diiris bandar 5%aja. itu saya bilang 
bukan investing, suicide is more appropriate. 

gmn tanggung jawab fund manager reksadana gimana bisa compete dgn 
fund fund yg lain?
gini aja deh, kalo bumi bisa naik 70% saya yakin ada alternative 
saham yg bisa naik 100% or more. anda mau naik kuda or donkey?:)

--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
[EMAIL PROTECTED] wrote:

 Kalo kelihatan di guyur kenceng kenapa tidak Kita harus 
flexible 
 to???  bottom line nya kan BUMI masih bagus profitability nya, 
 siapa tahu besok saya malah nabrak di atas 750... begitu juga 
 anda... who knows... :))
 
 Redy
 --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
 wrote:
 
  asal jgn nanti diganti wait dibawah 600 yah pak?:)
  
  --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
  redyherinantoalb@ wrote:
  
   Iya di dunia saham kalo di real world seh ada aja... :))
   Time will tell about BUMI... but I agreed with Frederick about 
   it there is no problem at all about BUMI profitability... 
 that 
   the most important I don't know what scenario, but I waited 
 it 
   below 700...
   Let see...
   
   Redy
   
   
   --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
   wrote:
   
waduh, bung redy sering edi tansil? kasian, cepat berobat pak.
serius bgt neh semua. 

and sell it at 2700? Joke... joke... :D
 It's call Edi Tansil... or goyang dikit udah keluar :))
 Joke aa... saya juga sering gitu kok

yah and buy back at 2900 to sell them all at 6100? hahaha.

--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
redyherinantoalb@ wrote:

 
 ( haha, yeah rite, unfortunately, i was wise enough to 
 invest 
  in 
   untr 
  at 2500 at that time )
 
 and sell it at 2700? Joke... joke... :D
 It's call Edi Tansil... or goyang dikit udah keluar :))
 Joke aa... saya juga sering gitu kok
 
 Redy

   
  
 







 
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik redyherinantoalb
You buy Jaka, CNKO, RAJA, SUBA etc... that suicide in case of 
BUMI I think it's because Lapindo and Bakrie negatif sentiment 
when it's over... and it will then BUMI will be bright again... 
it's the biggest and best best mining in Indonesia even the 
world PTBA is peanut compare with it, itu tambang permukaan, 
dengan batubara Hi Cal, itulah kenapa operating cost nya begitu 
murah... operating cost murah harga batubara Hi Calory tinggi... 
profit tinggi... seharusnya share value up juga kan

Btw, anda fund manager ya Saya juga lho... fund manager of 
myself reksadana :D

Redy

--- In obrolan-bandar@yahoogroups.com, up_trends [EMAIL PROTECTED] 
wrote:

 terus terang saya gak tahan kalo diiris bandar 5%aja. itu saya 
bilang 
 bukan investing, suicide is more appropriate. 
 
 gmn tanggung jawab fund manager reksadana gimana bisa compete dgn 
 fund fund yg lain?
 gini aja deh, kalo bumi bisa naik 70% saya yakin ada alternative 
 saham yg bisa naik 100% or more. anda mau naik kuda or donkey?:)
 
 --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
 redyherinantoalb@ wrote:
 
  Kalo kelihatan di guyur kenceng kenapa tidak Kita harus 
 flexible 
  to???  bottom line nya kan BUMI masih bagus profitability 
nya, 
  siapa tahu besok saya malah nabrak di atas 750... begitu juga 
  anda... who knows... :))
  
  Redy
  --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
  wrote:
  
   asal jgn nanti diganti wait dibawah 600 yah pak?:)
   
   --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
   redyherinantoalb@ wrote:
   
Iya di dunia saham kalo di real world seh ada 
aja... :))
Time will tell about BUMI... but I agreed with Frederick 
about 
it there is no problem at all about BUMI 
profitability... 
  that 
the most important I don't know what scenario, but I 
waited 
  it 
below 700...
Let see...

Redy


--- In obrolan-bandar@yahoogroups.com, up_trends 
up_trends@ 
wrote:

 waduh, bung redy sering edi tansil? kasian, cepat berobat 
pak.
 serius bgt neh semua. 
 
 and sell it at 2700? Joke... joke... :D
  It's call Edi Tansil... or goyang dikit udah keluar :))
  Joke aa... saya juga sering gitu kok
 
 yah and buy back at 2900 to sell them all at 6100? hahaha.
 
 --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
 redyherinantoalb@ wrote:
 
  
  ( haha, yeah rite, unfortunately, i was wise enough to 
  invest 
   in 
untr 
   at 2500 at that time )
  
  and sell it at 2700? Joke... joke... :D
  It's call Edi Tansil... or goyang dikit udah keluar :))
  Joke aa... saya juga sering gitu kok
  
  Redy
 

   
  
 








 
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik up_trends
semua fundamental bagus bahkan yg spt anda bilang lebih bagus dr 
ptba. satu pertanyaan saya. 
kok ptba harganya bisa lebih mahal yah? bahkan warrantnya harganya 
dulu bisa lebih tinggi dr BUMI? harganya salah?kemahalan kah 
warrantnya, apa investornya salah ? ato perusahaannya yg salah? ato 
market yg salah? 

tp sih org punya prinsip sendiri. saya mau bisa tidur tenangpergi 
berlibur kayak Mbah. :) 

--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
[EMAIL PROTECTED] wrote:

 You buy Jaka, CNKO, RAJA, SUBA etc... that suicide in case of 
 BUMI I think it's because Lapindo and Bakrie negatif sentiment 
 when it's over... and it will then BUMI will be bright again... 
 it's the biggest and best best mining in Indonesia even the 
 world PTBA is peanut compare with it, itu tambang permukaan, 
 dengan batubara Hi Cal, itulah kenapa operating cost nya begitu 
 murah... operating cost murah harga batubara Hi Calory 
tinggi... 
 profit tinggi... seharusnya share value up juga kan
 
 Btw, anda fund manager ya Saya juga lho... fund manager of 
 myself reksadana :D
 
 Redy
 
 --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
 wrote:
 
  terus terang saya gak tahan kalo diiris bandar 5%aja. itu saya 
 bilang 
  bukan investing, suicide is more appropriate. 
  
  gmn tanggung jawab fund manager reksadana gimana bisa compete 
dgn 
  fund fund yg lain?
  gini aja deh, kalo bumi bisa naik 70% saya yakin ada alternative 
  saham yg bisa naik 100% or more. anda mau naik kuda or donkey?:)
  
  --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
  redyherinantoalb@ wrote:
  
   Kalo kelihatan di guyur kenceng kenapa tidak Kita harus 
  flexible 
   to???  bottom line nya kan BUMI masih bagus profitability 
 nya, 
   siapa tahu besok saya malah nabrak di atas 750... begitu juga 
   anda... who knows... :))
   
   Redy
   --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
   wrote:
   
asal jgn nanti diganti wait dibawah 600 yah pak?:)

--- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
redyherinantoalb@ wrote:

 Iya di dunia saham kalo di real world seh ada 
 aja... :))
 Time will tell about BUMI... but I agreed with Frederick 
 about 
 it there is no problem at all about BUMI 
 profitability... 
   that 
 the most important I don't know what scenario, but I 
 waited 
   it 
 below 700...
 Let see...
 
 Redy
 
 
 --- In obrolan-bandar@yahoogroups.com, up_trends 
 up_trends@ 
 wrote:
 
  waduh, bung redy sering edi tansil? kasian, cepat berobat 
 pak.
  serius bgt neh semua. 
  
  and sell it at 2700? Joke... joke... :D
   It's call Edi Tansil... or goyang dikit udah keluar :))
   Joke aa... saya juga sering gitu kok
  
  yah and buy back at 2900 to sell them all at 6100? hahaha.
  
  --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
  redyherinantoalb@ wrote:
  
   
   ( haha, yeah rite, unfortunately, i was wise enough to 
   invest 
in 
 untr 
at 2500 at that time )
   
   and sell it at 2700? Joke... joke... :D
   It's call Edi Tansil... or goyang dikit udah keluar :))
   Joke aa... saya juga sering gitu kok
   
   Redy
  
 

   
  
 








 
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik redyherinantoalb
Iya juga seh he he he... memang PTBA lebih mahal dari harga 
maupun PER nya, padahal perusahaannya belum tentu lebih bagus, so 
saya gak mau masuk situ... cukup ikut dari 2000 (waktu masih murah) 
ke 3rban (mahal booo, sell sell sell, besok kalau relnya jadi buy 
buy buy) so, anda investor apa??? kalo saya contrarian cari 
saham bagus yang valuasinya masih rendah kalo saya bilang saya 
masih hold BLTA harga 800 anda percaya Saya masih hold Pgas 
harga 5000 anda percaya... saya juga masih hold isat harga 5800 
tuh, dan saya gak ada masalah dengan tidur saya kok :D   mungkin 
sedikit dengan Edi Tansil tadi wakakakakak. sante aja pak... 
saya percaya nilai wajar BUMI diatas 1000, masalahnya saya pengen 
dapat harga yang terbaik... so saya masih tahan diri
that just me

Redy

--- In obrolan-bandar@yahoogroups.com, up_trends [EMAIL PROTECTED] 
wrote:

 semua fundamental bagus bahkan yg spt anda bilang lebih bagus dr 
 ptba. satu pertanyaan saya. 
 kok ptba harganya bisa lebih mahal yah? bahkan warrantnya harganya 
 dulu bisa lebih tinggi dr BUMI? harganya salah?kemahalan kah 
 warrantnya, apa investornya salah ? ato perusahaannya yg salah? 
ato 
 market yg salah? 
 
 tp sih org punya prinsip sendiri. saya mau bisa tidur tenangpergi 
 berlibur kayak Mbah. :) 
 
 --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
 redyherinantoalb@ wrote:
 
  You buy Jaka, CNKO, RAJA, SUBA etc... that suicide in case 
of 
  BUMI I think it's because Lapindo and Bakrie negatif 
sentiment 
  when it's over... and it will then BUMI will be bright 
again... 
  it's the biggest and best best mining in Indonesia even the 
  world PTBA is peanut compare with it, itu tambang permukaan, 
  dengan batubara Hi Cal, itulah kenapa operating cost nya begitu 
  murah... operating cost murah harga batubara Hi Calory 
 tinggi... 
  profit tinggi... seharusnya share value up juga kan
  
  Btw, anda fund manager ya Saya juga lho... fund manager of 
  myself reksadana :D
  
  Redy
  
  --- In obrolan-bandar@yahoogroups.com, up_trends up_trends@ 
  wrote:
  
   terus terang saya gak tahan kalo diiris bandar 5%aja. itu saya 
  bilang 
   bukan investing, suicide is more appropriate. 
   
   gmn tanggung jawab fund manager reksadana gimana bisa compete 
 dgn 
   fund fund yg lain?
   gini aja deh, kalo bumi bisa naik 70% saya yakin ada 
alternative 
   saham yg bisa naik 100% or more. anda mau naik kuda or 
donkey?:)
   
   --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
   redyherinantoalb@ wrote:
   
Kalo kelihatan di guyur kenceng kenapa tidak Kita harus 
   flexible 
to???  bottom line nya kan BUMI masih bagus profitability 
  nya, 
siapa tahu besok saya malah nabrak di atas 750... begitu 
juga 
anda... who knows... :))

Redy
--- In obrolan-bandar@yahoogroups.com, up_trends 
up_trends@ 
wrote:

 asal jgn nanti diganti wait dibawah 600 yah pak?:)
 
 --- In obrolan-bandar@yahoogroups.com, redyherinantoalb 
 redyherinantoalb@ wrote:
 
  Iya di dunia saham kalo di real world seh ada 
  aja... :))
  Time will tell about BUMI... but I agreed with Frederick 
  about 
  it there is no problem at all about BUMI 
  profitability... 
that 
  the most important I don't know what scenario, but I 
  waited 
it 
  below 700...
  Let see...
  
  Redy
  
  
  --- In obrolan-bandar@yahoogroups.com, up_trends 
  up_trends@ 
  wrote:
  
   waduh, bung redy sering edi tansil? kasian, cepat 
berobat 
  pak.
   serius bgt neh semua. 
   
   and sell it at 2700? Joke... joke... :D
It's call Edi Tansil... or goyang dikit udah 
keluar :))
Joke aa... saya juga sering gitu kok
   
   yah and buy back at 2900 to sell them all at 6100? 
hahaha.
   
   --- In obrolan-
[EMAIL PROTECTED], redyherinantoalb 
   redyherinantoalb@ wrote:
   

( haha, yeah rite, unfortunately, i was wise enough 
to 
invest 
 in 
  untr 
 at 2500 at that time )

and sell it at 2700? Joke... joke... :D
It's call Edi Tansil... or goyang dikit udah 
keluar :))
Joke aa... saya juga sering gitu kok

Redy
   
  
 

   
  
 








 
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[obrolan-bandar] Re: masih layakkah BUMI?

2006-09-26 Terurut Topik kiki



ikutan yahehekalo saya belum punya BUMI dan hendak invest di BUMI, saya memilih entry point di IDR 950-980... sebelum nilai segitu saya lebih memilih TLKM atau ANTM, dengan P/E 5.37x dan net income H1 yang naikserta FENI III yang akan jalan lagi.. rasanya lebih menjanjikan.tapi masing2 punyacara masing2 dalam trading / invest, ngak ada yang salah kok :)  kiki Kalo kelihatan di guyur kenceng kenapa tidak Kita harus flexible to??? bottom line nya kan BUMI masih bagus profitability nya, siapa tahu besok saya malah nabrak di atas 750... begitu juga anda... who knows... :))  Redy--- In obrolan-bandar@yahoogroups.com, "up_trends"
 [EMAIL PROTECTED] wrote: asal jgn nanti diganti wait dibawah 600 yah pak?:)  --- In obrolan-bandar@yahoogroups.com, "redyherinantoalb"  redyherinantoalb@ wrote:   Iya di dunia saham kalo di real world seh ada aja... :))  Time will tell about BUMI... but I agreed with Frederick about   it there is no problem at all about BUMI profitability... that   the most important I don't know what scenario, but I waited it   below 700...  Let see...Redy 
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