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Monday, 12 March 12
DELTA DUNIA 1M OVERBURDEN DROPS 3.1% - INSIDER STORIES
Insider Stories reported that, Indonesia's second largest coal mining contractor PT Delta Dunia Makmur Tbk (DOID) reported a 25 million bank cubic meter (bcm) of overburden removal in January 2012, a slight decrease of 3.10% from 25.8 million bcm in December last year.
In a company announcement recently published, Delta Dunia posted a 2.6 million tons of coal production in January this year, a 3.70% decrease from 2.7 million tons in December last year.
Compared to the positions in January 2011, DOID booked a flat coal production of 2.6 million tons and a lowered overburden of 3.1% from 25.8 million bcm in January last year.
For the full year of 2011, Delta Dunia, via its wholly owned subsidiary PT Bukit Makmur Mandiri Utama (BUMA), produced 334.1 million bcm OB or increased 14.3% yoy and extracted 34.7 metric tons coal or relatively flat to last year (-1% yoy), which below company’s FY11 target of 340 million-350 million bcm OB & 37 metric tons-38 metric tons coal or about 3%-6% below our expectation respectively.
The fourth quarter of 2011 result could be below expectation.
"In 4Q11, we expect DOID to post net profif of around Rp220 billion. Considering the recovery pace still slow following the weather risk, overall the 4Q11’s operational results below the company’s guidance who expect OB capacity should jump to 31 million-32 million bcm per month on average vs actual of 28.6 million bcm. Therefore we expect there is 15%-20% downside of our earnings forecast in 4Q11," said a morning notes published by Mandiri Sekuritas on January 16 2012.
Source: Insider Stories
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Sunday, 17 June 12
S7 & S8 ROUTES ARE LIKELY TO BE SOFT NEXT WEEK - VISTAAR
COALspot.com - The BDI gained some increase after continues fall for several weeks.
The BDI increased by 47 points (up by 5.36 pct) closing at 92 ...
Saturday, 16 June 12
INDONESIAN SUB-BITUMINOUS COAL & CFR SOUTH CHINA COAL CONTRACT SWAPS ARE UNDER PRESSURE
COALspot.com - Indonesian sub-bituminous coal swaps and CFR South China coal contracts for July deliveries seems to be under pressure this week.&nbs ...
Friday, 15 June 12
CAPESIZE - THE LEVELS THAT DID FIX ARE DOWN W-O-W LEVELS - FEARNLEYS
Handy
Another slow-moving market with rates hovering at same level as last week. US Gulf positions fixed USD 25,000 for trips to Cont/Passero and S ...
Thursday, 14 June 12
SMALLER DRY BULK CARRIERS LIKELY TO FACE MORE CHALLENGES; DEMOLITION ACTIVITY SET FOR RECORD YEAR - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
In its latest update on the dry bulk markets, BIMCO said that China is partly “failing to deliver” on raw material imports that can affe ...
Wednesday, 13 June 12
LOW COAL PRICES COULD CHANGE SUPPLY SIDE DYNAMICS - FITCH RATINGS
Fitch Ratings believes that the weakness seen in thermal coal prices in recent months should reverse once demand from major importers recovers, alth ...
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- Anglo American - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Videocon Industries ltd - India
- Kaltim Prima Coal - Indonesia
- Heidelberg Cement - Germany
- Renaissance Capital - South Africa
- SMG Consultants - Indonesia
- San Jose City I Power Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Global Green Power PLC Corporation, Philippines
- Ministry of Finance - Indonesia
- Oldendorff Carriers - Singapore
- Lanco Infratech Ltd - India
- Africa Commodities Group - South Africa
- Tata Chemicals Ltd - India
- Larsen & Toubro Limited - India
- Bukit Makmur.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Australian Coal Association
- Economic Council, Georgia
- Singapore Mercantile Exchange
- Rio Tinto Coal - Australia
- Cigading International Bulk Terminal - Indonesia
- Parry Sugars Refinery, India
- PowerSource Philippines DevCo
- Straits Asia Resources Limited - Singapore
- Karbindo Abesyapradhi - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Mintek Dendrill Indonesia
- Kapuas Tunggal Persada - Indonesia
- Maheswari Brothers Coal Limited - India
- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Sical Logistics Limited - India
- SN Aboitiz Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Bayan Resources Tbk. - Indonesia
- Commonwealth Bank - Australia
- Indo Tambangraya Megah - Indonesia
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- Kobexindo Tractors - Indoneisa
- Mercuria Energy - Indonesia
- Central Java Power - Indonesia
- Central Electricity Authority - India
- White Energy Company Limited
- Deloitte Consulting - India
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- CNBM International Corporation - China
- Minerals Council of Australia
- Indonesian Coal Mining Association
- Bhatia International Limited - India
- London Commodity Brokers - England
- Offshore Bulk Terminal Pte Ltd, Singapore
- The University of Queensland
- Planning Commission, India
- CIMB Investment Bank - Malaysia
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- Xindia Steels Limited - India
- Merrill Lynch Commodities Europe
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- Indian Energy Exchange, India
- Jorong Barutama Greston.PT - Indonesia
- Thai Mozambique Logistica
- Power Finance Corporation Ltd., India
- Barasentosa Lestari - Indonesia
- Goldman Sachs - Singapore
- Australian Commodity Traders Exchange
- Meralco Power Generation, Philippines
- AsiaOL BioFuels Corp., Philippines
- SMC Global Power, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- McConnell Dowell - Australia
- VISA Power Limited - India
- Orica Mining Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Eastern Coal Council - USA
- Kumho Petrochemical, South Korea
- Sojitz Corporation - Japan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Carbofer General Trading SA - India
- Interocean Group of Companies - India
- Orica Australia Pty. Ltd.
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- Therma Luzon, Inc, Philippines
- Independent Power Producers Association of India
- Global Coal Blending Company Limited - Australia
- Coastal Gujarat Power Limited - India
- Posco Energy - South Korea
- Kartika Selabumi Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- Directorate Of Revenue Intelligence - India
- Agrawal Coal Company - India
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Jaiprakash Power Ventures ltd
- Marubeni Corporation - India
- Trasteel International SA, Italy
- Intertek Mineral Services - Indonesia
- Parliament of New Zealand
- Romanian Commodities Exchange
- Mercator Lines Limited - India
- Gujarat Sidhee Cement - India
- Malabar Cements Ltd - India
- Salva Resources Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- Edison Trading Spa - Italy
- Star Paper Mills Limited - India
- MS Steel International - UAE
- Ind-Barath Power Infra Limited - India
- Siam City Cement - Thailand
- Global Business Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Samtan Co., Ltd - South Korea
- Kepco SPC Power Corporation, Philippines
- Indogreen Group - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- Ministry of Transport, Egypt
- Pendopo Energi Batubara - Indonesia
- The Treasury - Australian Government
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- Sinarmas Energy and Mining - Indonesia
- GVK Power & Infra Limited - India
- Energy Development Corp, Philippines
- Electricity Authority, New Zealand
- Karaikal Port Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- European Bulk Services B.V. - Netherlands
- Mjunction Services Limited - India
- Indian Oil Corporation Limited
- IHS Mccloskey Coal Group - USA
- Cement Manufacturers Association - India
- PetroVietnam Power Coal Import and Supply Company
- Petron Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Leighton Contractors Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Bharathi Cement Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Altura Mining Limited, Indonesia
- Bangladesh Power Developement Board
- Formosa Plastics Group - Taiwan
- ASAPP Information Group - India
- Makarim & Taira - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Uttam Galva Steels Limited - India
- New Zealand Coal & Carbon
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Madhucon Powers Ltd - India
- Jindal Steel & Power Ltd - India
- Port Waratah Coal Services - Australia
- Coalindo Energy - Indonesia
- India Bulls Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- Ceylon Electricity Board - Sri Lanka
- Aboitiz Power Corporation - Philippines
- Ministry of Mines - Canada
- Bhushan Steel Limited - India
- Medco Energi Mining Internasional
- Price Waterhouse Coopers - Russia
- Vedanta Resources Plc - India
- Miang Besar Coal Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Simpson Spence & Young - Indonesia
- Vizag Seaport Private Limited - India
- Tamil Nadu electricity Board
- Semirara Mining and Power Corporation, Philippines
- PTC India Limited - India
- Bhoruka Overseas - Indonesia
- Wilmar Investment Holdings
- Attock Cement Pakistan Limited
- Latin American Coal - Colombia
- Chamber of Mines of South Africa
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- Standard Chartered Bank - UAE
- TeaM Sual Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- IEA Clean Coal Centre - UK
- Meenaskhi Energy Private Limited - India
- Sree Jayajothi Cements Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Dalmia Cement Bharat India
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