TABLE OF CONTENTS. No. Title Media Source Page

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Daily News Update Page 1

HE MINISTRY of Trade (Kemendag) noted that until the end of April 2021, the prices of several mining product commodities showed a positive trend that continued amid the Covid-19 pandemic. This is due to the increase in demand for several mining product commodities. The Director General of Foreign Trade of the Ministry of Trade, Didi Sumedi, explained that this condition affects the determination of the Export Standard Price (HPE) of mining products subject to Export Duty (BK) for the period May 2021. This provision is stipulated in the Regulation of the Minister of Trade Number 28 of 2021, 26 April 2021.

"Manganese concentrate, zinc concentrate, ilmenite concentrate, rutile concentrate, and bauxite that have been washed have increased compared to last month," he said. This is due to an increase in world demand,” said Didi, Friday (30/4/2021).

On the other hand, commodity copper concentrate, iron concentrate, laterite iron concentrate, iron sand concentrate, and lead concentrate experienced a price decline. As for the iron sand concentrate pellets, there is no change.

Meanwhile, mining products that experienced an average price increase in the May 2021 period were manganese concentrate (Mn ≥ 49 percent) with an average price of USD 218.99/WE or an increase of 2.51 percent; zinc concentrate (Zn ≥ 51 percent) with an average price of USD 786.74/WE or an increase of 3.39 percent.

Harga Patokan Ekspor Produk

Pertambangan Mei 2021,

Mangan hingga Bauksit Naik

Tira Santia

K

EMENTERIAN Perdagangan (Kemendag) mencatat hingga periode akhir April 2021, harga beberapa komoditas produk pertam-bangan menunjukkan tren positif yang terus berlanjut di tengah pandemi Covid-19. Hal ini dikarenakan kenaikan permintaan pada beberapa komoditas produk pertambangan. Direktur Jenderal Perdagangan Luar Negeri Kementerian Perdagangan Didi Sumedi, menjelaskan, kondisi ini mempengaruhi penetapan Harga Patokan Ekspor (HPE) produk pertambangan yang dikenakan Bea Keluar (BK) untuk periode Mei 2021. Ketentuan ini ditetapkan dalam Peraturan Menteri Perdagangan Nomor 28 Tahun 2021, tanggal 26 April 2021.

“Komoditas konsentrat mangan, konsentrat seng, konsentrat ilmenite, konsentrat rutil, dan bauksit yang telah dilakukan pencucian mengalami kenaikan dibandingkan bulan lalu. Hal tersebut disebabkan adanya pening-katan permintaan dunia,” kata Didi, Jumat (30/4/2021).

Disisi lain, komoditas konsentrat tembaga, konsentrat besi, konsentrat besi laterit, konsentrat pasir besi, dan konsentrat timbal mengalami penurunan harga. Adapun untuk pellet konsentrat pasir besi tidak mengalami perubahan.

Sementara itu, produk pertambangan yang mengalami kenaikan harga rata-rata pada periode Mei 2021 adalah konsentrat mangan (Mn ≥ 49 persen) dengan harga rata-rata USD 218,99/WE atau naik 2,51 persen; konsentrat seng (Zn ≥ 51 persen) dengan harga rata-rata USD 786,74/WE atau naik 3,39 persen.

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Daily News Update Page 4 Then there is ilmenite concentrate (TiO2 ≥

45 percent) with an average price of USD 432.98/WE or an increase of 6.74 percent; rutile concentrate (TiO2 ≥ 90 percent) with an average price of USD 1,122.57/WE or an increase of 3.14 percent; and washed bauxite (Al2O3 ≥ 42 percent) with an average price of USD 30.45/WE or an increase of 3.93 percent.

Furthermore, the products that experienced a price decline compared to the HPE in the previous period were copper concentrate (Cu ≥ 15 percent) with an average price of USD 3,229.74/WE or down 0.76 percent; iron concentrates (hematite, magnetite) (Fe ≥ 62 percent and ≤ 1 percent TiO2) with an average price of USD 149.16/WE or down 1.94 percent; laterite iron concentrates (gutite, hematite, magnetite) with levels (Fe ≥ 50 percent and (Al2O3 + SiO2) ≥ 10 percent) with an average price of USD 76.22/WE or a decrease of 1.94%.

Lead concentrate (Pb ≥ 56 percent) with an average price of USD 805.75/WE or down 2.63 percent; and iron sand concentrate (lamella magnetite-ilmenite) (Fe ≥ 56 percent) with an average price of USD 89.07/WE or a decrease of 1.94 percent. Meanwhile, iron sand concentrate (lamella magnetite-ilmenite) pellets (Fe ≥ 54) did not change with an average price of USD 117.98/WE.

Basic HPE Calculations

Didi explained, the basic calculation of HPE for commodities of iron concentrate, laterite iron concentrate, iron sand concentrate, manganese concentrate, ilmenite concen-trate and rutile concenconcen-trate are sourced from Asian Metal and Iron Ore Fine Australian.

Meanwhile, the basic HPE calculations for copper concentrate, iron sand concentrate pellets, lead concentrate, zinc concentrate, and bauxite are sourced from the London Metal Exchange (LME).

Lalu ada konsentrat ilmenit (TiO2 ≥ 45 persen) dengan harga rata-rata USD 432,98/WE atau naik 6,74 persen; konsen-trat rutil (TiO2 ≥ 90 persen) dengan harga rata-rata USD 1.122,57/WE atau naik 3,14 persen; dan bauksit yang telah dilakukan pencucian (washed bauxite) (Al2O3 ≥ 42 persen) dengan harga rata-rata USD 30,45/WE atau naik 3,93 persen.

Selanjutnya, produk yang mengalami penu-runan harga dibandingkan HPE periode sebelumnya adalah konsentrat tembaga (Cu ≥ 15 persen) dengan harga rata-rata USD 3.229,74/WE atau turun 0,76 persen; konsentrat besi (hematit, magnetit) (Fe ≥ 62 persen dan ≤ 1 persen TiO2) dengan harga rata-rata USD 149,16/WE atau turun 1,94 persen; konsentrat besi laterit (gutit, hematit, magnetit) dengan kadar (Fe ≥ 50 persen dan (Al2O3 + SiO2) ≥ 10 persen) dengan harga rata-rata USD 76,22/WE atau turun 1,94%.

Konsentrat timbal (Pb ≥ 56 persen) dengan harga rata-rata USD 805,75/WE atau turun 2,63 persen; dan konsentrat pasir besi (lamela magnetit-ilmenit) (Fe ≥ 56 persen) dengan harga rata-rata USD 89,07/WE atau turun sebesar 1,94 persen. Adapun pellet konsentrat pasir besi (lamela magnetit-ilmenit) (Fe ≥ 54) tidak meng-alami perubahan dengan harga rata-rata USD 117,98/WE.

Perhitungan Dasar HPE

Didi menjelaskan, perhitungan dasar HPE untuk komoditas konsentrat besi, konsentrat besi laterit, konsentrat pasir besi, konsentrat mangan, konsentrat ilmenit, dan konsentrat rutil bersumber dari Asian Metal dan Iron Ore Fine Australian.

Sedangkan, perhitungan dasar HPE untuk konsentrat tembaga, pellet konsentrat pasir besi, konsentrat timbal, konsentrat seng, dan bauksit bersumber dari London Metal Exchange (LME).

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Daily News Update Page 5 For information, a number of mining

products subject to BK include copper concentrate, iron concentrate, laterite iron concentrate, iron sand concentrate, iron sand concentrate pellet, manganese concentrate, lead concentrate, zinc concentrate, ilmenite concentrate, rutile concentrate, and washed bauxite.

According to Didi, the HPE for the period of May 2021 was determined after paying attention to written input and the results of coordination with various related agencies.

Sebagai informasi, sejumlah produk pertambangan yang dikenakan BK meliputi konsentrat tembaga, konsentrat besi, konsentrat besi laterit, konsentrat pasir besi, pellet konsentrat pasir besi, konsentrat mangan, konsentrat timbal, konsentrat seng, konsentrat ilmenit, konsentrat rutil, dan bauksit yang telah dilakukan pencucian.

Menurut Didi, HPE periode Mei 2021 ditetapkan setelah memperhatikan masukan tertulis serta hasil koordinasi dengan berbagai instansi terkait.

Bukit Asam's (PTBA)

performance declined in the first

quarter of 2021

Reporter: Akhmad Suryahadi | Editor: Khomarul Hidayat

P

T BUKIT Asam Tbk (PTBA) posted a net profit of Rp 500.51 billion during the first quarter of 2021. This realization decreased 44.58% from the realized net profit in the same period the previous year which reached Rp 903.25 billion.

As a result, PTBA's basic and diluted earnings per share decreased to Rp 45 from Rp 81 previously.

The decrease in net profit is inseparable from the decline in PTBA's revenue. This state-owned company posted revenue of Rp 3.99 trillion, down 22.02% from revenue in the first quarter of 2020 which reached Rp 5.12 trillion.

President Director of Bukit Asam Suryo Eko Hadianto said the decline in revenue was due to the company's operational obstacles in the first quarter.

Kinerja Bukit Asam (PTBA) turun

di kuartal I-2021

Reporter: Akhmad Suryahadi | Editor: Khomarul Hidayat

P

T BUKIT Asam Tbk (PTBA) mem-bukukan laba bersih Rp 500,51 miliar sepanjang kuartal I-2021. Realisasi ini menurun 44,58% dari realisasi laba bersih di periode yang sama tahun sebelumnya yang mencapai Rp 903,25 miliar.

Alhasil, Laba per saham dasar dan dilusian PTBA menurun menjadi Rp 45 dari sebelumnya sebesar Rp 81.

Penurunan laba bersih ini tidak terlepas dari penurunan pendapatan PTBA. Emiten pelat merah ini membukukan pendapatan sebesar Rp 3,99 triliun, menurun 22,02% dari pendapatan di kuartal pertama 2020 yang mencapai Rp 5,12 triliun.

Direktur Utama Bukit Asam Suryo Eko Hadianto mengatakan, penurunan penda-patan ini tidak terlepas dari hambatan operasional perseroan di kuartal pertama.

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Daily News Update Page 6 Suryo said that the high rainfall in Tanjung

Enim has hampered operations.

In the first three months of 2021, PTBA's total coal production reached 4.5 million tons, with sales of 5.9 million tons. When compared to the same period last year, Bukit Asam's sales volume decreased by 13.23%, where PTBA's coal sales at that time reached 6.8 million tons.

However, Suryo believes that PTBA's performance will improve in the next quarter. This can be seen from the production trend from January to March 2021 which is in an upward trend. "We plan, we will cover our performance inadequacies in the second quarter," Suryo explained in a virtual public expose, Friday (30/4).

This optimism is driven by rainfall, which begins to subside as dry months enter, and effective working hours can be increased. Suryo said that the rainfall was quite burdensome for mining operations.

This is because after the rain there is a slippery moment, namely a pause and a waiting time of around 2 hours-4 hours, then mining operations can resume.

"If the rain subsides, this will be an effective hour, which we believe can improve future performance," he continued.

PTBA also continues to make efficiency measures. This is reflected in a decrease in a number of costs, for example general and administrative expenses, which fell 19% to Rp. 339.33 billion. Cost of revenue also fell 17.23% to Rp 2.97 trillion.

However, sales and marketing expenses were observed to increase by 48.35%, from Rp 164.32 billion to Rp 243.78 billion.

Suryo menyebut, curah hujan yang cukup tinggi di Tanjung Enim membuat operasi-onal menjadi terkendala.

Dalam tiga bulan pertama 2021, total produksi batubara PTBA mencapai 4,5 juta ton, dengan penjualan sebanyak 5,9 juta ton. Jika dibandingkan dengan periode yang sama tahun lalu, volume penjualan Bukit Asam turun 13,23%, dimana pen-jualan batubara PTBA kala itu mencapai 6,8 juta ton.

Namun, Suryo meyakini kinerja PTBA akan membaik di kuartal ke depan. Hal ini terlihat dari tren produksi dari Januari– Maret 2021 yang dalam tren naik. “Kami merencanakan, ketidakcapaian kinerja di kuartal pertama akan kami cover di kuartal kedua,” terang Suryo dalam paparan publik yang digelar virtual, Jumat (30/4).

Optimisme ini didorong oleh curah hujan yang mulai mereda seiring masuknya bulan kering, dan jam kerja efektif pun bisa ditingkatkan. Suryo menyebut,curah hujan cukup memberatkan operasional tambang. Sebab, pasca hujan terdapat momen slippery, yakni adanya jeda dan waktu tunggu sekitar 2 jam-4 jam, barulah operasional tambang bisa dimulai kembali.

“Jika hujan reda, ini menjadi jam efektif, yang kami yakini bisa memperbaiki kinerja ke depan,” sambung dia.

PTBA juga terus berupaya melakukan langkah-langkah efisiensi. Hal ini ter-cermin pada turunnya sejumlah biaya, misalkan biaya umum dan administrasi yang turun 19% menjadi sebesar Rp 339,33 miliar. Beban pokok pendapatan juga turun 17,23% menjadi Rp 2,97 triliun. Namun, Beban penjualan dan pemasaran terpantau naik sebesar 48,35%, dari semula Rp 164,32 miliar menjadi Rp 243,78 miliar.

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Production Down, Adaro's Profit

Erod 26%

Danang Sugianto - detikFinance

P

T ADARO Energy Tbk (ADRO) today announced its financial results for Q1-2021. The results were less than satisfactory, the company's net profit fell by 26.9%.

In the first quarter of 2021, ADRO's net profit was recorded at US$ 71.74 million. This figure is down 26.9% from the net profit in the same period last year of US$ 98.17 million.

In terms of revenue, Adaro has also decreased by 8%, from US$ 750 million in the first quarter of 2020 to US$ 692 million in the first quarter of 2021. ADRO's cost of revenue actually decreased from US$ 552.06 million to US$ 502.19 million. The company recorded operational EBITDA of US$ 244 million, this figure also decreased by 8%. Meanwhile, the operational EBITDA margin is 35%.

"Despite optimism about the recent positive developments in coal prices, we remain cautious and will continue to focus on operational excellence and discipline on costs and expenses. We are taking a conservative approach and maintaining operational and financial guidelines for 2021," he said. President Director and Chief Executive Officer, Garibaldi Thohir in a written statement, Friday (30/4/2021). Adaro's coal production in the first quarter of 2021 was recorded to have decreased by 11% to 12.87 million tonnes. Meanwhile, coal sales fell 13% to 12.59 million tons. The company explained that the weather affected by La Nina had caused heavy rains and high waves, thus affecting logistics activities in this quarter.

Produksi Turun, Laba Adaro

Terkikis 26%

Danang Sugianto - detikFinance

P

T ADARO Energy Tbk (ADRO) hari ini mengumumkan kinerja keuangannya untuk kuartal I-2021. Hasilnya kurang menggembira-kan, laba bersih perusahaan turun 26,9%. Pada kuartal I-2021, laba bersih ADRO tercatat sebesar US$ 71,74 juta. Angka itu turun 26,9% dari perolehan laba bersih di periode yang sama tahun lalu sebesar US$ 98,17 juta.

Dari sisi pendapatan Adaro juga sudah turun 8%, dari US$ 750 juta di kuartal I-2020 menjadi US$ 692 juta di kuartal I-2021. Beban pokok pendapatan ADRO sebenarnya turun dari US$ 552,06 juta menjadi US$ 502,19 juta.

Perusahaan mencatat EBITDA operasional sebesar US$ 244 juta, angka itu juga turun 8%. Sementara marjin EBITDA operasional sebesar 35%.

"Walaupun ada optimisme dari perkembangan positif harga batu bara akhir-akhir ini, kami tetap berhati-hati dan akan terus berfokus pada keunggulan operasional serta berdisiplin pada biaya dan pengeluaran. Kami memilih pendekatan konservatif dan mempertahankan panduan operasional dan keuangan untuk tahun 2021," kata Presiden Direktur dan Chief Executive Officer, Garibaldi Thohir dalam keterangan tertulisnya, Jumat (30/4/2021). Produksi batu bara Adaro pada kuartal I-2021 tercatat turun 11% menjadi 12,87 juta ton. Sedangkan penjualan batu bara turun 13% menjadi 12,59 juta ton.

Perusahaan menjelaskan cuaca yang di-pengaruhi La Nina telah menyebabkan hujan lebat dan gelombang tinggi, sehingga mem-pengaruhi kegiatan logistik di kuartal ini.

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Daily News Update Page 8 Even so, in the midst of difficult industrial

conditions, companies can refinance loans and strengthen their financial position.

(das/ang)

Meski begitu di tengah kondisi industri yang masih sulit, perusahaan dapat melakukan pembiayaan kembali terhadap pinjaman dan memperkuat posisi keuangan. (das/ang)

Bumi Minerals Performance

Improves

Ely Rahmawati

P

T BUMI Resources Minerals Tbk (BRMS) posted improved financial performance and gold production in 2020. This increase has doubled compared to performance throughout 2019.

Based on published financial reports, Bumi Minerals posted revenues of US$ 8.34 million as of December 31, 2020, an increase compared to the previous year's realization of US$ 4.46 million. Net profit also increased to US$ 4.04 million compared to the 2019 period of around US$ 1.26 million.

Bumi Resources Minerals President Director Suseno Kramadibrata said around 54% (US$ 4.47 million) of revenue throughout 2020 came from the sale of gold produced by the company's subsidiary, namely PT Citra Palu Minerals in Poboya, Palu, Sulawesi. The rest is income from mining advisory services. The portion of income from gold production shows a rapid progress from previous periods. The company only posted revenue from gold production of 10% in the first quarter (Jan-Mar) 2020, 16% in the first semester (Jan-Jun) 2020, and 48% until September 2020.

The gold ore processing facility operated by Bumi Minerals' subsidiary in Poboya, Palu, has produced and shipped...

Kinerja Bumi Minerals Membaik

Ely Rahmawati

P

T BUMI Resources Minerals Tbk (BRMS) membukukan perbaikan kinerja keuangan dan produksi emas pada 2020. Kenaikan tersebut meningkat hingga dua kali lipat dibandingkan kinerja sepanjang 2019. Berdasarkan laporan keuangan yang dipublikasikan, Bumi Minerals mencetak pendapatan sebesar US$ 8,34 juta hingga 31 Desember 2020, melonjak dibanding-kan realisasi tahun sebelumnya US$ 4,46 juta. Laba bersih turut terkerek menjadi US$ 4,04 juta dibanding periode sepanjang 2019 sekitar US$ 1,26 juta.

Direktur Utama Bumi Resources Minerals Suseno Kramadibrata mengatakan, sekitar 54% (US$ 4,47 juta) dari pendapatan di sepanjang 2020 berasal dari penjualan emas yang diproduksi oleh anak usaha perseroan, yaitu PT Citra Palu Minerals di Poboya, Palu, Sulawesi. Sisanya, merupa-kan pendapatan dari jasa penasehat pertambangan.

Porsi pendapatan dari produksi emas tersebut menunjukan kemajuan yang pesat dari periode-periode sebelumnya. Perusaha-an hPerusaha-anya membukukPerusaha-an pendapatPerusaha-an dari produksi emas sebesar 10% di kuartal I (Jan-Mar) 2020, 16% di semester I (Jan-Jun) 2020, dan 48% hingga September 2020. Fasilitas pengolahan bijih emas yang di-operasikan oleh anak usaha Bumi Minerals di Poboya, Palu, telah memproduksi dan mengirim...

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Daily News Update Page 9 has produced and shipped more than 171

kg of dore bullion throughout 2020 to smelter facilities in Jakarta and Surabaya. The dore bullion has been refined to be over 73 kg of gold.

Suseno added, in line with the company's plan to increase the capacity of its processing facilities in 2022 and 2024, gold production from Bumi Minerals is expected to increase significantly. "The increase in gold production will have a positive impact on Bumi Minerals' revenue and net profit in the future," he said.

Rights Issue

Previously, Bumi Resources Minerals completed additional capital with pre-emptive rights (HMTED) or rights issue with the acquisition of Rp 1.6 trillion in fresh funds. Now, the company is ready to use the funds for mining activities and expansion of a new gold factory.

Suseno Kramadibrata said that after the rights issue, the company's shares increased to 93.9 billion shares. The successful implementation of this rights issue indicates the trust of shareholders in the company. "We will uphold this belief and work hard to optimize the value of our shareholders," he explained in a recent written statement.

According to the plan, the company allocates around US$ 23 million from the proceeds from the rights issue to drill several gold prospects in Poboya, Palu, Sulawesi. It hopes to get an additional 15-20 million tonnes of gold ore reserves and resources in the area.

According to Suseno, the drilling results will be delivered in the fourth quarter of this year and then in the second quarter of next year. The company also...

telah memproduksi dan mengirim lebih dari 171 kg dore bullion di sepanjang tahun 2020 ke fasilitas smelter di Jakarta dan Surabaya. Dore bullion tersebut telah dimurnikan menjadi lebih dari 73 kg emas.

Suseno menambahkan, seiring dengan ren-cana perusahaan untuk menambah kapasitas dari fasilitas pengolahannya di tahun 2022 dan 2024, produksi emas dari Bumi Minerals diharapkan dapat meningkat secara signi-fikan. “Peningkatan produksi emas tersebut akan berdampak positif terhadap penda-patan dan laba bersih Bumi Minerals dimasa mendatang,” tandas dia.

Rights Issue

Sebelumnya, Bumi Resources Minerals me-nuntaskan penambahan modal dengan hak memesan efek terlebih dahulu (HMTED) atau rights issue dengan perolehan dana segar Rp 1,6 triliun. Kini, perseroan bersiap mengguna -kan dana tersebut untuk aktivitas penam-bangan dan ekspansi pabrik emas baru. Suseno Kramadibrata mengatakan, setelah rights issue, jumlah saham perseroan mening-kat menjadi sebanyak 93,9 miliar saham. Keberhasilan pelaksanaan rights issue ini menandakan adanya kepercayaan dari para pemegang saham terhadap perseroan. “Kami akan menjunjung tinggi kepercayaan ini dan bekerja keras untuk mengoptimalkan nilai dari para pemegang saham kami,” jelas dia dalam keterangan tertulis, baru-baru ini. Sesuai rencana, perseroan mengalokasikan sekitar US$ 23 juta dari dana hasil rights issue tersebut untuk melakukan pengeboran di beberapa prospek emas di Poboya, Palu, Sulawesi. Pihaknya berharap untuk men-dapatkan tambahan sekitar 15-20 juta ton cadangan dan sumber daya bijih emas di area tersebut.

Menurut Suseno, hasil pengeboran ini akan disampaikan pada kuartal-IV tahun ini dan selanjutnya pada kuartal-II tahun depan. Perseroan juga...

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Daily News Update Page 10 The company also allocated around US$

5.25 million from the rights issue fund to drill several gold prospects and to develop a gold mine site in Motomboto, Gorontalo, Sulawesi.

Suseno added that the company will also use around US$ 48 million in rights issue proceeds to build a gold ore processing plant with a capacity of 4,000 tons of ore per day in Poboya, Palu. Construction of the plant will begin in mid-2022 and is expected to be completed and operational in the first quarter of 2024.

"We hope that all of our hard work can add value to shareholders. The new gold ore processing plant is expected to increase the company's gold production, revenue and net profit,” he said. Later, the discovery of gold ore reserves and resources is also expected to increase the productive life of the company's mines.

Editor: Jauhari Mahardhika

Perseroan juga mengalokasikan sekitar US$ 5,25 juta dari dana rights issue untuk melaku-kan pengeboran di beberapa prospek emas dan untuk mengembangkan lokasi tambang emas di Motomboto, Gorontalo, Sulawesi.

Suseno menambahkan, perseroan juga akan menggunakan sekitar US$48 juta dana rights issue untuk membangun pabrik pengolahan bijih emas dengan kapasitas sebesar 4.000 ton bijih per hari di Poboya, Palu. Konstruksi pabrik tersebut akan dimulai pada pertengahan tahun 2022 dan diperkirakan akan selesai dan dapat beroperasi pada kuartal I-2024.

“Kami berharap seluruh kerja keras kami dapat menambah nilai bagi para pemegang saham. Pabrik pengolahan bijih emas yang baru diharapkan dapat menambah jumlah produksi emas, pendapatan, dan laba bersih perseroan,” kata dia. Nantinya, penemuan atas cadangan dan sumber daya bijih emas juga diperkirakan bisa meningkatkan umur produktif tambang perseroan. Editor : Jauhari Mahardhika

Petrosea (PTRO) Distributes

Rp116 Billion Dividends for the

2020 Financial Year

Author: Ika Fatma Ramadhansari

I

SSUER mining contractor PT Petrosea Tbk. will distribute cash dividends of US$ 8 million to shareholders.

The dividend distribution of the issuer coded PTRO shares was decided at the General Meeting of Shareholders (GMS) which was held today, Friday (30/4/2021). This value is equivalent to Rp. 116 billion, assuming an exchange rate of Rp. 14,500 per US dollar. This cash dividend...

Petrosea (PTRO) Bagikan

Dividen Rp116 Miliar untuk

Tahun Buku 2020

Author: Ika Fatma Ramadhansari

E

MITEN kontraktor pertambangan PT Petrosea Tbk. akan membagikan dividen tunai sebesar US$8 juta kepada para peme-gang saham.

Pembagian dividen emiten berkode saham PTRO tersebut diputuskan dalam Rapat Umum Pemegang Saham (RUPS) yang di-selenggarakan hari ini, Jumat (30/4/2021). Nilai tersebut setara dengan Rp116 miliar dengan asumsi nilai tukar Rp14.500 per dolar AS. Pembagian dividen tunai ini...

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Daily News Update Page 11 This cash dividend distribution represents

24.78 percent of profit attributable to the owners of the parent company amounting to US$ 32.28 million.

Through a release, it is stated that the cash dividends will be distributed on June 3, 2021 to the company's shareholders whose names are registered in the shareholder register on May 17, 2021 at 16.15 WIB. Petrosea President Director Hanifa Indradjaya stated that dividend distribution is a form of the company's commitment to the company's shareholders.

"The distribution of dividends is a form of our commitment to the company's share-holders," said Hanifa Indradjaya as quoted on Friday (30/4/2021).

Based on the financial report as of December 31, 2020, PTRO posted revenues of US$ 340.69 million or a decrease of 28.49 percent compared to the previous year of US$ 476.44 million.

Meanwhile, profit for the year attributable to owners of the parent company increased 4.09 percent to US$ 32.28 million from US$ 31.18 million previously. Editor: Hadijah Alaydrus

Pembagian dividen tunai ini merupakan 24,78 persen dari laba yang dapat diatribusi-kan kepada pemilik entitas induk sebesar US$32,28 juta.

Melalui rilis disebutkan bahwa dividen tunai itu akan didistribusikan pada tanggal 3 Juni 2021 mendatang kepada pemegang saham perseroan yang namanya tercatat di daftar pemegang saham tanggal 17 Mei 2021 pukul 16.15 WIB.

Presiden Direktur Petrosea Hanifa Indradjaya menyatakan bahwa pembagian dividen merupakan wujud komitmen perseroan ter-hadap pemegang saham perusahaan.

”Pembagian dividen merupakan wujud komitmen kami terhadap pemegang saham perusahaan,” ujar Hanifa Indradjaya dikutip pada Jumat (30/4/2021).

Berdasarkan laporan keuangan per 31 Desember 2020, PTRO membukukan penda-patan senilai US$340,69 juta atau turun 28,49 persen dibandingkan tahun sebelum-nya US$476,44 juta.

Sementara itu, laba tahun berjalan yang dapat diatribusikan kepada pemilik entitas induk meningkat 4,09 persen menjadi US$ 32,28 juta dari sebelumnya US$31,18 juta.

Editor : Hadijah Alaydrus

In 2020, Inalum Records Sales

Growth

Reporter: Intan Pratiwi/Editor: Friska Yolandha

P

T INDONESIA Asahan Alumunium (Inalum) in 2020 recorded sales of 103 percent of the target. One of the factors driving the company's positive perfor-mance is due to the improving commodity prices.

Pada 2020, Inalum Catat

Pertumbuhan Penjualan

Reporter: Intan Pratiwi/Redaksi: Friska Yolandha

P

T INDONESIA Asahan Alumunium (Inalum) pada 2020 mencatat penjualan 103 persen dari target. Salah satu faktor pendorong kinerja positif perusahaan karena harga komoditas yang sedang membaik.

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Daily News Update Page 12 Managing Director of PT Inalum (Persero)

Sophia Isabella Wattimena explained that in terms of sales, the increase was due to the fact that production was also higher than the target. Noted, inalum sales from the aluminum side amounted to 6.5 million tons.

"So that overall, both in terms of production and sales, Inalum is able to meet the target of shareholders and even give better results than the target," said Sophia to Republika.co.id, Sunday (2/4). Sophia explained that in order to maintain the company's operational performance, there were several strategies the company implemented throughout 2020. One of them is cost leadership and efficiency in operational activities.

"Among them are the company's efforts to carry out equipment maintenance according to schedule, and the availability of spare parts and raw materials needed," said Sophia.

She explained that the positive sales in 2020 were supported by an increase in the domestic market. Of the total 6.5 million tons of sales volume, 75 percent is absorbed by the domestic market. Meanwhile, 25 percent is for the export market.

"Regarding the aluminum market of Inalum, of course there are domestic and export markets, but in terms of portion, Inalum will prioritize the consumption of the domestic alumnium industry, this is of course also to support the growth and competitiveness of the domestic industry," said Sophia.

This year, said Sophia, the company remains optimistic that the company's sales will be better. He explained that the company is targeting the export market to increase to 78 percent of the total sales volume.

Direktur Pelaksana PT Inalum (Persero) Sophia Isabella Wattimena menjelaskan dari sisi penjualan yang meningkat karena didukung oleh produksi yang juga naik 101 lebih besar dari target. Tercatat, penjualan inalum dari sisi alumunium sebesar 6,5 juta ton.

"Sehingga secara keseluruhan baik dari sisi produksi dan penjualan, Inalum mampu memenuhi target dari pemegang saham bahkan memberikan hasil yang lebih baik dari target," ujar Sophia kepada Republika.co.id, Ahad (2/4).

Sophia menjelaskan untuk bisa menjaga performa operasional perusahaan ada bebe-rapa strategi yang diterapkan perusahaan sepanjang 2020 kemarin. Salah satunya adalah dengan cost leadership dan efisiensi di kegiatan operasional.

"Di antaranya upaya perusahaan yang senantiasa melaksanakan maintenance per-alatan sesuai jadwal, dan ketersediaan sparepart serta bahan baku yang di-perlukan," ujar Sophia.

Ia menjelaskan positifnya penjualan di tahun 2020 kemarin salah satunya ditopang dari sisi peningkatan pasar domestik. Dari total 6,5 juta ton volume penjualan 75 persennya diserap oleh pasar domestik. Sedangkan 25 persen untuk pasar ekspor. "Terkait dengan pasar aluminium Inalum, tentunya ada pasar domestik dan ekspor, namun secara porsi, Inalum akan mem-prioritaskan konsumsi industri alumnium dalam negeri, hal ini tentunya juga untuk menunjang pertumbuhan dan daya saing industri dalam negeri," ujar Sophia.

Pada tahun ini, kata Sophia, perusahaan tetap optimistis penjualan perusahaan akan lebih baik. Ia menjelaskan perusahaan menargetkan pasar ekspor bisa meningkat menjadi 78 persen dari total volume pen-jualan.

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Daily News Update Page 13 "One of the ways to expand exports is by

cooperating with MIND Trading, a subsidiary engaged in the trading house. Inalum will also cooperate with other trading houses in carrying out export sales, with the hope that the Inalum brand will be better maintained in the international market," he said. Sophia.

"Salah satunya perluasan ekspor adalah dengan bekerjasama dengan MIND Trading yang merupakan anak perusahaan yang bergerak di bidang trading house. Inalum juga akan bekerja sama dengan trading house lainnya dalam melakukan penjualan ekspor, dengan harapan agar brand Inalum lebih tetap terjaga dalam pasar inter-nasional," ujar Sophia.

Agincourt Seeks 10% Increase

in Gold Sales Volume

Editor

P

T AGINCOURT Resources until the first three months of 2021 recorded gold sales volume of 95,300 ounces of gold equivalent (GEOs), an increase compared to the same period in 2020 of 94,800 GEOs. Gold sales in January were recorded as the highest sales record, namely 35 thousand GEOs. Meanwhile, in February and March there were 31 thousand and 29 thousand GEOs, respectively.

Hendra Hutahaean, Vice President Director of Agincourt Resources, is optimistic about the future of the Martabe Gold Mine. Especially in the situation of the COVID-19 pandemic in 2020, the Martabe Gold Mine can still produce and sell around 320 thousand ounces of gold. "This year we are trying to increase it by about 10% from last year, with the hope that the pandemic conditions can be addressed," Hendra said at a media gathering held on Thursday (29/4).

Agincourt's gold production comes from three existing pits, namely Purnama, Ramba Joring and Barani at the Martabe Gold Mine, South Tapanuli, North Sumatra.

Agincourt Kejar Peningkatan

10% Volume Penjualan Emas

Redaktur

P

T AGINCOURT Resources hingga tiga bulan pertama 2021 mencatat volume penjualan emas 95.300 ounces setara emas (GEOs), meningkat dibanding periode yang sama 2020 sebesar 94.800 GEOs. Penjualan emas pada Januari tercatat sebagai rekor penjualan tertinggi, yakni 35 ribu GEOs. Sementara pada Februari dan Maret masing-masing tercatat 31 ribu dan 29 ribu GEOs.

Hendra Hutahaean, Wakil Presiden Direktur Agincourt Resources, optimistis terhadap masa depan Tambang Emas Martabe. Apalagi dalam situasi pandemi COVID-19 pada 2020, Tambang Emas Martabe masih bisa memproduksi dan menjual sekitar 320 ribu ounces emas. “Tahun ini kami coba naikkan sekitar 10% dari tahun lalu, dengan harapan kondisi pandemi sudah bisa disikapi,” ujar Hendra pada media gathering yang digelar Kamis (29/4).

Produksi emas Agincourt berasal dari tiga pit eksisting, yakni Purnama, Ramba Joring dan Barani di Tambang Emas Martabe, Tapanuli Selatan, Sumatera Utara.

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Daily News Update Page 14 Agincourt also has three other deposits,

namely Uluala Hulu, Tor Uluala and Horas. Thus, the mine life can reach 15-16 years. However, Agincourt also continues to explore aggressively to obtain additional new reserves and resources.

"Agincourt is active in exploration and has spent tens of millions of dollars in hopes of increasing the life of the mine," said Ruli Tanio, Agincourt's Engineering Director. As of the first quarter of 2021, Agincourt has recorded revenues of Rp. 2.2 trillion, an increase of 15% over the same period in 2020. Last year, the grandson of PT United Tractors Tbk (UNTR) booked US$ 481.42 million. The gold mine manager in Batangtoru, South Tapanuli, North Sumatra also recorded a net profit in 2020 of US$ 187.25 million. (AT)

Agincourt juga memiliki tiga deposit lain, yakni Uluala Hulu, Tor Uluala dan Horas. Dengan demikian, umur tambang dapat mencapai 15-16 tahun. Namun, Agincourt juga tetap melakukan eksplorasi secara agresif untuk memperoleh tambahan cadangan dan sumber daya baru.

“Agincourt giat melakukan eksplorasi dan telah mengeluarkan puluhan juta dolar dengan harapan bisa menambah umur tambang,” kata Ruli Tanio, Direktur Engineering Agincourt.

Hingga kuartal I 2021, Agincourt tercatat membukukan pendapatan Rp2,2 triliun atau naik 15% dibanding periode yang sama 2020. Pada tahun lalu, cucu usaha PT United Tractors Tbk (UNTR) itu membukukan US$481,42 juta. Pengelola tambang emas di Batangtoru, Tapanuli Selatan, Sumatera Utara itu juga mencatat laba bersih pada 2020 sebesar US$187,25 juta. (AT)

The government and Freeport

said that discussions on smelter

cooperation with Tsingshan

would continue

Reporter: Filemon Agung | Editor: Tendi Mahadi

T

HE COOPERATION plan between PT Freeport Indonesia (PTFI) and Tsingshan for the Weda Bay smelter project with a capacity of 2.4 million tons is confirmed to be ongoing. Spokesperson for the Coordinating Ministry for Maritime Affairs and Investment, Jodi Mahardika, revealed that currently the discussion process is still ongoing. "It's still ongoing, the results depend on the business to business agreement," said Jodi to Kontan.co.id, Sunday (2/5).

Pemerintah dan Freeport sebut

diskusi kerjasama smelter

dengan Tsingshan jalan terus

Reporter: Filemon Agung | Editor: Tendi Mahadi

R

ENCANA kerjasama antara PT Freeport Indonesia (PTFI) dan Tsingshan untuk proyek smelter Weda Bay berkapasitas 2,4 juta ton dipastikan masih berlangsung. Juru Bicara Kemenko Maritim dan Investasi Jodi Mahardika mengungkapkan saat ini proses diskusi masih berlangsung. "Masih berlangsung, hasilnya bergantung dari kesepakatan business to business," ujar Jodi kepada Kontan.co.id, Minggu (2/5).

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Daily News Update Page 15 Meanwhile, Deputy for Investment and

Mining Coordination of the Coordinating Ministry for Investment and Mining, Septian Hario Seto, was reluctant to elaborate when asked about the develop-ment of discussions on the cooperation plan between PTFI and Tsingshan. "Wait for next week," said Seto, Saturday (1/5). PTFI also revealed that currently discussions are still ongoing. Vice President for Corporate Communication of PT Freeport Indonesia (PTFI) Riza Pratama explained that currently there are still two options for smelter construction, namely the Manyar Smelter, Gresik and the Weda Bay Smelter project, Halmahera with Tsingshan if it is implemented.

"We are still in talks with Tsingshan. The commitment with the government is the Manyar Smelter according to the agree-ment," said Riza to Kontan.co.id, Sunday (2/5).

On the other hand, Director of Mineral Development and Business, ESDM Ministry's Directorate General of Mineral and Coal Sugeng Mujianto emphasized that the government remains with the decision that PTFI must build a new smelter in 2023.

This is in accordance with the Mineral and Coal Law (Minerba Law) and the obligations under PTFI's Special Mining Business Permit (IUPK) since December 2018," said Sugeng.

Director General of Mineral and Coal at the Ministry of ESDM Ridwan Djamaluddin said there was an agreement instrument with Freeport, especially for a commitment to smelter completion.

PTFI has been granted a special mining business license (IUPK) since 2018 with a duration of 2x10 years. However,...

Sementara itu, Deputi Bidang Koordinasi Investasi dan Pertambangan Kemenko Marves Septian Hario Seto enggan merinci ketika ditanya perihal perkembangan diskusi rencana kerjasama PTFI dan Tsingshan."Tunggu pekan depan ya," kata Seto, Sabtu (1/5).

Dari pihak PTFI pun mengungkapkan saat ini diskusi memang masih berlangsung. Vice President Corporate Communication PT Freeport Indonesia (PTFI) Riza Pratama menjelaskan saat ini memang masih ada dua opsi pembangunan smelter yakni Smelter Manyar, Gresik dan proyek Smelter Weda Bay, Halmahera bersama Tsingshan jika jadi terlaksana.

"Kami masih pembicaraan dengan Tsingshan. Komitmen dengan pemerintah adalah Smelter Manyar sesuai kese-pakatan," kata Riza kepada Kontan.co.id, Minggu (2/5).

Di sisi lain, Direktur Pembinaan Dan Pengusahaan Mineral, Ditjen Minerba Kementerian ESDM Sugeng Mujianto menegaskan pemerintah tetap dengan keputusan harus ada pembangunan smelter baru oleh PTFI pada 2023 men-datang.

Hal ini sesuai dengan Undang-Undang Mineral dan Batubara (UU Minerba) dan kewajiban dalam Izin Usaha Pertambangan Khusus (IUPK) yang dikantongi PTFI sejak Desember 2018. "Belum terinfo (diskusi dengan Tsingshan saat ini). Namun di-harapkan smelter selesai di tahun 2023," kata Sugeng.

Direktur Jenderal Mineral dan Batubara Kementerian ESDM Ridwan Djamaluddin mengungkapkan, ada instrumen kese-pakatan dengan Freeport khususnya untuk komitmen penyelesaian smelter.

PTFI diberikan izin usaha pertambangan khusus (IUPK) sejak 2018 dengan durasi 2x10 tahun. Kendati demikian,...

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Daily News Update Page 16 However, there is an agreement whereby

Freeport is given 5 years from the issuance of the IUPK to complete the smelter project otherwise it will receive sanctions in the form of revocation of the IUPK. "Yes, the IUPK can not be extended," said Ridwan some time ago.

Meanwhile, Minister of ESDM, Arifin Tasrif, confirmed that if the government will take a firm stance by 2023 or the deadline set for smelter construction, it is not impossible.

However, Arifin confirmed that even if the decision was to be taken, the government would still have to conduct an in-depth study.

Kendati demikian, ada kesepakatan dimana Freeport diberikan waktu 5 tahun sejak pemberian IUPK untuk menyelesaikan proyek smelter jika tidak akan menerima sanksi sampai berupa pencabutan IUPK. "Iya bisa nggak diperpanjang IUPK-nya," kata Ridwan beberapa waktu lalu.

Adapun, Menteri ESDM Arifin Tasrif me-mastikan jika nantinya sampai 2023 atau batas waktu yang ditetapkan pembangunan smelter tak menunjukkan progres berarti maka bukan tidak mungkin sikap tegas bakal diambil pemerintah.

Namun Arifin memastikan, jika keputusan tersebut yang akan diambil pun maka pemerintah memang tetap harus melakukan kajian yang mendalam.

The High Increase in Coal

Production Target Potential to

Press Prices

Author: Denis Riantiza Meilanova

I

T IS feared that the increase in the national coal production target to the level of 625 million tons this year could put pressure on coal prices.

This year, the government has set an additional coal production amounting to 75 million tons for overseas sales. With this additional potential, production could soar to 625 million tons or the highest record so far.

Chairman of the Indonesian Mining and Energy Forum (IMEF), Singgih Widagdo, assessed that the increase in production volume of up to 625 million tons is too high, given that the room for increasing demand for Indonesian coal in the export market, especially to China,...

Tingginya Kenaikan Target

Produksi Batu Bara Berpotensi

Tekan Harga

Author: Denis Riantiza Meilanova

P

ENAIKAN target produksi batu bara nasional ke level 625 juta ton tahun ini dikhawatirkan dapat memberikan tekanan terhadap harga batu bara.

Tahun ini pemerintah menetapkan adanya tambahan jumlah produksi batu bara sebesar 75 juta ton untuk penjualan ke luar negeri. Dengan adanya potensi tambahan tersebut, produksi dapat melonjak hingga 625 juta ton atau rekor tertinggi selama ini.

Ketua Indonesian Mining and Energy Forum (IMEF) Singgih Widagdo menilai kenaikan volume produksi hingga 625 juta ton terlalu tinggi, mengingat ruang pening-katan permintaan batu bara Indonesia ke pasar ekspor terutama ke China...

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Daily News Update Page 17 especially to China, is not as high as the

additional volume of the export quota set by the government.

He estimates that Indonesia's coal production that can be absorbed by the Chinese market to replace coal supply from Australia is only around 30 million to 40 million tons.

"Because Australian coal is banned, exports to China of low and medium quality coal are at most 40 million tons. We might be able to take 30 million because some of it could be from South Africa and this is approaching the second quarter, so 30 million is already good," said Singgih. Therefore, according to him, the ideal national coal production target increase is at the level of 595-600 million tons.

This production level is based on existing business calculations from the global market and the potential increase in production from several domestic coal companies, as well as taking into account the potential pressure on prices.

"I see 75 million tons of excess. If it is not controlled properly, there will be price pressure. It could be that large buyers put pressure on prices to us on the basis of future supply," he said.

Meanwhile, this year's additional coal production amounting to 75 million tons for overseas sales is stipulated by Ministerial Decree No. 66.K/HK.02/ MEM.B/2021 concerning Amendments to the Decree of the Minister of Energy and Mineral Resources Number 255.K/30/ MEM/2020 concerning Fulfillment of Domestic Coal Needs in 2021.

The additional amount of production is not subject to a domestic market obligation (DMO) percentage of coal sales.

terutama ke China tidak setinggi tambahan volume kuota ekspor yang ditetapkan pemerintah.

Dia memperkirakan produksi batu bara Indonesia yang bisa diserap oleh pasar China untuk menggantikan pasokan batu bara dari Australia hanya mencapai sekitar 30 juta hingga 40 juta ton.

"Karena batu bara Australia di-banned, ekspor ke China batu bara kualitas rendah dan menengah paling 40 juta ton. Kita mungkin bisa ambil 30 juta karena sebagian bisa jadi dari Afrika Selatan dan ini sudah mendekati kuartal II, jadi 30 juta sudah bagus," kata Singgih.

Oleh karena itu, menurutnya, kenaikan target produksi batu bara nasional yang ideal berada di level 595-600 juta ton. Tingkat produksi ini didasarkan pada kalkulasi bisnis yang ada dari pasar global dan potensi kenaikan produksi dari beberapa perusahaan batu bara dalam negeri, serta mempertimbangkan adanya potensi tekanan terhadap harga.

"Saya lihat 75 juta ton over. Kalau tidak dikontrol dengan baik, akan terjadi tekanan harga. Bisa jadi buyer besar melakukan tekanan terhadap harga ke kita atas dasar suplai ke depan," katanya. Adapun, tambahan jumlah produksi batu bara tahun ini sebanyak 75 juta ton untuk penjualan ke luar negeri tersebut di-tetapkan melalui Keputusan Menteri No. 66.K/HK.02/MEM.B/2021 tentang Perubahan Atas Keputusan Menteri Energi dan Sumber Daya Mineral Nomor 255.K/30/MEM/2020 tentang Pemenuhan Kebutuhan Batubara Dalam Negeri Tahun 2021.

Tambahan jumlah produksi tersebut tidak dikenakan kewajiban persentase penjualan batu bara untuk kepentingan dalam negeri atau domestic market obligation (DMO).

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Daily News Update Page 18 Meanwhile, the benchmark coal price

movement (HBA) continues to show a positive trend, after throughout 2020 it weakened to its lowest level due to the Covid-19 pandemic.

The HBA was opened at the level of US$ 75.84 per ton in January 2021 and continued to increase in February to the level of US$ 87.79 per ton. Then it fell in March to US$ 84.47 per ton. However, it strengthened again to the level of US$ 86.68 per ton in April 2021. Editor: M. Syahran W. Lubis

Sementara itu, pergerakan harga batu bara acuan (HBA) terus menunjukkan tren positif, setelah sepanjang 2020 mengalami pelemahan ke level terendah akibat pandemi Covid-19.

HBA dibuka pada level US$75,84 per ton pada Januari 2021 dan berlanjut mengalami kenaikan pada Februari ke level US$87,79 per ton. Kemudian sempat turun pada Maret ke US$84,47 per ton. Namun, kembali menguat ke level US$86,68 per ton pada April 2021. Editor : M. Syahran W. Lubis

Bukit Asam will increase coal

production by more than 30

million tons

Rio Indrawan

P

T BUKIT Asam Tbk (PTBA) is targeting an increase in coal production compared to the target set in the 2021 Budget Work Plan (RKAB). This follows the govern-ment's decision to raise the coal production target this year.

Suryo Eko Hadianto, President Director of Bukit Asam, said that the government's decision to change the coal production target from 550 million tons to 625 million tons is an opportunity for Bukit Asam. "We will take advantage of this opportunity. We have planned that at least we can produce around 30 million tonnes this year,” said Suryo Eko during a virtual press conference, Friday (30/4).

Suryo Eko said that in terms of capacity, Bukit Asam could be more than 30 million tons. The current carrying capacity can be up to three uta tonnes per month. This means that in a year,...

Bukit Asam akan Tingkatkan

Produksi Batu Bara Lebih dari

30 Juta Ton

Rio Indrawan

P

T BUKIT Asam Tbk (PTBA) membidik peningkatan produksi batu bara dibanding target yang sudah ditetapkan pada Rencana Kerja Anggaran Biaya (RKAB) 2021. Hal tersebut menyusul keputusan pemerintah yang menaikkan target produksi batu bara tahun ini.

Suryo Eko Hadianto, Direktur Utama Bukit Asam, mengatakan keputusan pemerintah yang merubah target produksi batu bara dari 550 juta ton menjadi 625 juta ton merupakan peluang bagi Bukit Asam.

“Peluang ini kami akan manfaatkan. Kami sudah rencanakan setidaknya minimal kami bisa produksi sekitar 30 juta ton pada tahun ini,” kata Suryo Eko disela konferensi pers virtual, Jumat (30/4).

Suryo Eko mengatakan dari sisi kemampuan, Bukit Asam bisa lebih dari 30 juta ton. Kemampuan kapasitas angkut saat ini bisa sampai tiga uta ton per bulan. Artinya dalam setahun...

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Daily News Update Page 19 This means that in a year, Bukit Asam can

actually produce coal up to 36 million tons. It's just that it still needs to be discussed first with the Ministry of Energy and Mineral Resources (ESDM).

"We are exploring with the Ministry of ESDM so that we can get bigger opportunities. We will adjust it to the existing transport and rail capacity and infrastructure. In terms of our production capability, we have produced more than three million per month. This shows that the potential is only up to 36 million tons per year," said Suryo Eko.

Optimism for increasing coal production this year comes from a fairly large increase in domestic demand. Domestic demand increased from the smelter industry. "For domestic needs, the increase is from the alumina smelter industry in Bintan," he said.

According to Suryo, there is no problem from the buyer side. There were concerns that the surge in COVID-19 cases in India would have an impact on coal shipments there. India itself is one of the main consumers of coal from Indonesia, including Bukit Asam.

He said that until now none of Bukit Asam's coal buyers abroad have corrected their requests. Even until the end of 2021 the Bukit Asam coal is fully booked, aka it has been ordered out.

"Related with the second wave of COVID-19 in India has not been affected so far. So our contracts are still in line with the indication that the coal index is still improving. Once again, this has not affected our projection because almost all of our off takers or buyers have not corrected the price and demand for Bukit Asam," said Suryo Eko. (RI)

Artinya dalam setahun sebenarnya Bukit Asam bisa memproduksikan batu bara mencapai 36 juta ton. Hanya saja hal itu masih harus di-diskusikan terlebih dulu dengan Kementerian Energi dan Sumber Daya Mineral (ESDM). “Kami jajaki dengan Kementerian ESDM supaya kami bisa mendapatkan peluang yang lebih besar. Kami sesuaikan dengan kapasitas angkutan dan kereta api dan infrastruktur yang ada. Dari sisi kemampuan produksi kami pernah capai produksi tiga juta lebih per bulan. Ini menunjukkan kalau hanya sampai 36 juta ton per tahun ini potensianya sudah ada,” ungkap Suryo Eko.

Optimisme peningkatan produksi batu bara tahun ini berasal dari adanya peningkatan permintaan yang cukup besar dari dalam negeri. Permintaan domestik meningkat dari industri smelter.

“Untuk kebutuhan domestik itu peningkatan dari industri smelter alumina di Bintan,” kata dia.

Menurut Suryo, dari sisi pembeli tidak ada masalah. Sempat ada kekhawatiran tentang melonjaknya kasus COVID-19 di India akan berdampak pada pengiriman batu bara ke sana. India sendiri jadi salah satu konsumen utama batu bara asal Indonesia, termasuk Bukit Asam.

Dia menuturkan sampai sekarang tidak ada pembeli batu bara Bukit Asam yang ada di luar negeri mengkoreksi permintaannya. Bahkan hingga akhir 2021 nanti batu bara Bukit Asam sudah full booked alias sudah habis dipesan.

“Kaitannya dengan COVID-19 di India gelombang kedua ini sampai dengan saat ini belum terpengaruh. Jadi kontrak-kontrak kami masih seusai dengan indikasi indeks batu bara yang masih membaik. Sekali lagi ini belum pengaruhi proyeksi kami karena hampir semua off taker atau buyer kami tidak ada yang koreksi harga dan permintaan ke Bukit Asam,” kata Suryo Eko. (RI)

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Petrosea (PTRO) pocketed a

mining contract of Rp 2.70

trillion

Reporter | Editor: Yudho Winarto

P

T PETROSEA Tbk (PTRO) held a General Meeting of Shareholders (GMS) on Friday (30/4). One of the resolutions of the GMS was to approve the distribution of cash dividends of US$ 8 million, which is 24.78% of the profit attributable to owners of the parent entity of US$ 32.28 million. Cash dividends will be distributed on June 3, 2021, to shareholders of companies whose names are registered in the register of shareholders on May 17, 2021 at 16.15 WIB.

"The distribution of dividends is a form of our commitment to the company's share-holders," said Hanifa Indradjaya, President Director of Petrosea.

Meanwhile, recently the company together with its subsidiary, PT Karya Bhumi Lestari (KBL), signed a mining service cooperation agreement with PT Kartika Selabumi Mining (KSM) and PT Palm Mas Asri in the KSM mining area in Kota Bangun, Kutai Kartanegara, East Kalimantan. The value of the seven-year contract is Rp 2.70 trillion. In this mining services agreement, Petrosea will act as project management and KBL as the contractor, having an estimated production target of 78.28 million BCM of overburden volume and 3.95 million tons of coal for a duration of seven years until 31 December 2027 with an estimated contract amounting to Rp 2.70 trillion.

Petrosea (PTRO) kantongi

kontrak pertambangan Rp 2,70

triliun

Reporter | Editor: Yudho Winarto

P

T PETROSEA Tbk (PTRO) telah melak-sanakan Rapat Umum Pemegang Saham (RUPS) pada hari Jumat (30/4). Salah satu keputusan RUPS tersebut adalah menye-tujui pembagian dividen tunai sebesar US$ 8 juta, yang merupakan 24,78% dari laba yang dapat diatribusikan kepada pemilik entitas induk sebesar US$ 32,28 juta.

Dividen tunai akan didistribusikan pada tanggal 3 Juni 2021 kepada pemegang saham perusahaan yang namanya tercatat di daftar pemegang saham tanggal 17 Mei 2021 pukul 16.15 WIB.

”Pembagian dividen merupakan wujud komit-men kami terhadap pemegang saham per-usahaan,” ujar Hanifa Indradjaya, President Direktur Petrosea dalam keterangannya. Adapun, belum lama ini perseroan bersama dengan anak usahanya yaitu PT Karya Bhumi Lestari (KBL) menandatangani kerja sama jasa pertambangan dengan PT Kartika Selabumi Mining (KSM) dan PT Palm Mas Asri di area tambang KSM di Kota Bangun, Kutai Kartanegara, Kalimantan Timur. Nilai kontrak berjangka waktu tujuh tahun ini mencapai Rp 2,70 triliun.

Di dalam perjanjian jasa pertambangan ini, Petrosea akan bertindak sebagai mana-jemen proyek dan KBL sebagai kontraktor, memiliki perkiraan target produksi sebesar 78,28 juta BCM volume lapisan tanah penutup dan 3,95 juta ton batubara untuk durasi tujuh tahun sampai dengan 31 Desember 2027 dengan estimasi kontrak sebesar Rp 2,70 triliun.

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Daily News Update Page 21 "The acquisition of this contract will

support the achievement of the company's sustainable superior performance in the future and ensure the implementation of the 3D strategy, namely diversification, digitization and decarbonization which will become the enablers and key pillars of the company to continue to develop value propositions for all customers and stake-holders," he said.

It was also agreed at the GMS that there was no change in the composition of the Board of Commissioners and Board of Directors of Petrosea, so that the composition remained as follows:

Board of Commissioners

President Commissioner: Richard Bruce Ness Commissioner: Purbaja Pantja

Commissioner: Kamen Kamenov Palatov Independent Commissioner: Osman Sitorus Independent Commissioner: Hasnul Suhaimi

Directors

President Director: Hanifa Indradjaya Director: Romi Novan Indrawan Director: Meinar Kusumastuti.

"Perolehan kontrak ini akan mendukung pencapaian sustainable superior perfor-mance perseroan di masa mendatang serta memastikan implementasi strategi 3D, yaitu diversifikasi, digitalisasi, dan dekar-bonisasi yang akan menjadi enabler dan pilar kunci perusahaan untuk terus mengembangkan value proposition kepada seluruh pelanggan dan stakeholder,” ujarnya.

Pada RUPS tersebut juga disetujui bahwa tidak terdapat perubahan susunan Dewan Komisaris dan Direksi Petrosea, sehingga susunannya tetap sebagai berikut:

Dewan Komisaris

Presiden Komisaris : Richard Bruce Ness Komisaris : Purbaja Pantja

Komisaris : Kamen Kamenov Palatov Komisaris Independen : Osman Sitorus Komisaris Independen : Hasnul Suhaimi Direksi

Presiden Direktur : Hanifa Indradjaya Direktur : Romi Novan Indrawan Direktur : Meinar Kusumastuti.

Not India, China Triggered Coal

Prices Again to US$90

Tirta, CNBC Indonesia

T

HE SPIKE in Covid-19 cases in India that never goes down is as if coal prices were ignored. Instead of decreasing, the price of the black stone has actually increased. The health crisis in India is getting more and more unstoppable. The number of daily cases of Covid-19 infection in India has reached nearly 400 thousand. Meanwhile, the daily death rate reaches more than 3.00 people.

Bukan India, China Picu Harga

Batubara Tembus Lagi ke US$90

Tirta, CNBC Indonesia

L

ONJAKAN kasus Covid-19 di India yang tak kunjung turun seolah tak digubris oleh harga batu bara. Bukannya menurun, harga si batu legam justru mengalami kenaikan. Krisis kesehatan di India semakin tak terbendung. Jumlah kasus infeksi harian Covid-19 di India tembus hampir 400 ribu. Sementara angka kematian harian men-capai lebih dari 3.00 orang.

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Daily News Update Page 22 As the country with the largest coal

consumption in the Asian region, after China should re-implement a lockdown, India's coal demand dropped as well as the price. But reality speaks the opposite. Over the past week, the ICE Newcastle coal contract price increased by more than 6%. At the end of trading last week, the benchmark thermal coal price rose 1.22% and is getting closer to US$ 92/ton.

One of the triggers for the increase in coal prices is the increase in Chinese coal prices, which is still caused by tight supply amid rising demand. China's benchmark thermal coal price Qinhuangdao rose again by 5.9% last week and the coal price reached RM 807/ton.

This fantastic price increase has relaxed the import quota policy. Electricity consumption in China is also expected to increase. The China Electricity Council (CEC) estimates that electricity consump-tion this year will increase by 7-8% compared to 2020.

In February, the CEC predicted that electricity consumption would increase by 6-7%. However, after that electricity consumption is forecast to increase even higher at 7-8%.

Furthermore, CEC stated that electricity consumption growth could exceed 8% this year. With the record high summer temperatures affecting most of the country for a long time which will significantly increase the demand for air conditioning. At the same time, inspections of mining areas by the local government also disrupt production, causing prices to rise. Argus Media reported that the Shanxi Province, China's second largest coal producer, had stopped operations at four mines for violating safety rules.

Sebagai negara dengan konsumsi batu bara terbesar di kawasan Asia setelah China seharusnya kembali diterapkannya lock-down membuat permintaan batu bara India drop begitu juga harganya. Namun kenyataan berbicara sebaliknya.

Sepanjang minggu lalu harga kontrak batu bara ICE Newcastle naik lebih dari 6%. Di akhir perdagangan pekan lalu harga batu bara termal acuan tersebut naik 1,22% dan semakin mendekati US$ 92/ton.

Salah satu pemicu naiknya harga batu bara adalah kenaikan harga batu bara China yang masih disebabkan oleh ketatnya pasokan di tengah kenaikan permintaan. Harga batu bara termal acuan China Qinhuangdao naik lagi 5,9% minggu lalu dan harga batu bara tembus RM 807/ton. Kenaikan harga yang fantastis ini membuat kebijakan kuota impor direlaksasi. Kon-sumsi listrik di China juga diperkirakan meningkat. China Electricity Council (CEC) memperkirakan konsumsi listrik tahun ini naik 7-8% dibanding tahun 2020.

Pada Februari lalu CEC meramal konsumsi listrik naik 6-7%. Namun setelahnya konsumsi listrik diramal naik lebih tinggi di angka 7-8%.

Lebih lanjut, CEC menyatakan pertum-buhan konsumsi listrik bisa melebihi 8% tahun ini. Dengan catatan suhu musim panas yang tinggi mempengaruhi sebagian besar negara untuk waktu yang lama yang secara signifikan akan meningkatkan permintaan pendingin udara.

Di saat yang sama inspeksi wilayah tambang oleh pemerintah setempat juga mengganggu jalannya produksi sehingga harga naik. Argus Media melaporkan Provinsi Shanxi sebagai penghasil batu bara terbesar kedua di China telah meng-hentikan operasi di empat tambang karena melanggar aturan keselamatan.

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Daily News Update Page 23 This could reduce China's domestic coal

supply. Operations at the mine were suspended after the Shanxi emergency administration conducted safety checks at 24 local mines from April 11-21. CNBC INDONESIA RESEARCH TEAM (twg/twg)

Hal ini dapat mengurangi pasokan batu bara dalam negeri China. Operasi di tambang dihentikan setelah administrasi darurat Shanxi melakukan pemeriksaan keamanan di 24 tambang lokal selama 11-21 April. TIM

RISET CNBC INDONESIA (twg/twg)

Reached record highs, prospects

for bright tin

Reporter: Jane Aprilyani | Editor: Yudho Winarto

T

HE PRICE of the tin commodity has continued to rise. On the ICDX tin exchange, the price of tin managed to touch its highest record to date, namely US$ 32,400 per metric ton. This has confirmed tin as an irreplaceable and non-renewable commo-dity that has high utilization power.

The increase in tin prices is a sign that the world's dependence on Indonesian tin production is quite large.

For your information, the world's needs are increasing rapidly in line with the restrictions on the Covid-19 pandemic. The pandemic is accelerating human adaptation to technology, and tin is an essential ingredient in the production of electronics, the electric automotive industry and renewable energy.

As the number one tin exporter in the world, Indonesia will become the world's tin axis in the global tin trade.

"Indonesia has the potential to become the backbone of the world's tin this year, given the potential for tin and the capacity of Indonesia's smelters to be able to produce tin with higher export destinations," said Bambang, Head of ICDX logistics in a written statement, Saturday (1/5).

Capai rekor tertinggi, prospek

timah cerah

Reporter: Jane Aprilyani | Editor: Yudho Winarto

H

ARGA komoditas timah kian beranjak naik. Di bursa timah ICDX, harga timah berhasil menyentuh rekor tertingginya sampai saat ini, yaitu US$ 32,400 per metrik ton. Hal ini mengukuhkan timah sebagai komoditas tidak tergantikan dan tidak terbarukan yang me-miliki daya utilisasi tinggi.

Naiknya harga timah menjadi tanda bahwa ketergantungan dunia terhadap produksi timah Indonesia cukup besar.

Sekadar informasi saja, kebutuhan dunia meningkat pesat sejalan dengan restriksi pandemi Covid-19. Pandemi mengakselerasi adaptasi manusia terhadap teknologi, dan timah merupakan salah satu bahan esensial dalam produksi elektronik, industri otomotif elektrik dan renewable energy.

Sebagai negara eksportir timah nomor satu di dunia, Indonesia akan menjadi poros timah dunia dalam perdagangan timah secara global. “Indonesia berpotensi menjadi menjadi tulang punggung timah dunia di tahun ini, mengingat potensi timah dan kapasitas smelter Indonesia memungkinkan dapat memproduksi timah dengan tujuan ekspor lebih tinggi lagi," ujar Bambang, Kepala logistik ICDX dalam keterangan tertulis, Sabtu (1/5).

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