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Aandeel ArcelorMittal LU1598757687

Laatste koers (eur) Verschil Volume
27,050   +0,230   (+0,86%) Dagrange 26,840 - 27,270 1.778.340   Gem. (3M) 2,6M

Arcelor februari 2025

264 Posts
Pagina: «« 1 ... 8 9 10 11 12 ... 14 »» | Laatste | Omlaag ↓
  1. forum rang 10 voda 12 februari 2025 07:00
    Aperam Urges Brussels to Act Against Potential Surge in Steel Imports from US Tariffs

    Synopsis: French steelmaker Aperam has urged the European Union to step in and curb steel imports, fearing a surge of cheap steel into the EU after the U.S. implements new tariffs. The company’s request highlights growing concerns among European steelmakers about an influx of imports similar to the situation in 2018.

    Wednesday, February 12, 2025

    Voor meer, zie link:

    www.oreaco.com/steel/aperam-urges-bru...
  2. forum rang 10 voda 12 februari 2025 07:02
    ArcelorMittal Considers Shifting European Support Activities to India Amid Steel Challenges

    Synopsis: ArcelorMittal is exploring the possibility of relocating some of its European support functions to India due to high costs and rising imports affecting Europe’s steel sector. The company emphasizes that no steel production will be moved, while it continues to assess potential job impacts and operational adjustments.
    Wednesday, February 12, 2025

    Voor meer, zie link:

    www.oreaco.com/steel/arcelormittal-co...
  3. forum rang 10 voda 12 februari 2025 18:05
    ArcelorMittal onderzoekt verhuizing kantoorbanen naar India: ’Maatregelen nodig wegens situatie Europese staalindustrie’
    redactie DFT

    Aangepast: 19 min geleden 57 min geleden in Financieel

    ArcelorMittal
    26.85
    0.64%

    Amsterdam - Staalconcern ArcelorMittal onderzoekt de verhuizing naar India van kantoorbanen van zijn Europese staalfabrieken, meldt de Vlaamse krant De Standaard. Dat heeft alles te maken met de ’grote uitdagingen die de toekomst van de staalproductie op het continent bedreigen’.

    De Europese directie van ArcelorMittal heeft in de ondernemingsraden van zijn vestigingen in Europa aangekondigd dat het de mogelijkheden wil bestuderen om ondersteunende activiteiten te centraliseren en te verplaatsen naar India. Het gaat onder meer om it, personeelszaken en financiën. De bedrijfsleiding verzekerde dat er geen sprake is om staalproductie van Europa naar India over te hevelen.

    Voor meer, zie link:

    www.telegraaf.nl/financieel/159719210...
  4. forum rang 6 christo1 12 februari 2025 18:54
    quote:

    Texas schreef op 12 februari 2025 18:22:

    Wat is er aan de hand? Gaat als een speer in US.
    Waarschijnlijk antwoord te vinden in dit artikel van vandaag.

    arcelormittal-targets-1_9b-structural-ebitda-boost-through-strategic-projects-by-2026.

    CEO Aditya Mittal highlighted $2 billion of investable cash flow generated in 2024, emphasizing resilience despite unfavorable market cycles. He outlined that $1.9 billion in structural EBITDA from high-return strategic projects is anticipated, with $400 million expected in 2025 and $600 million in 2026. Recently completed projects in Brazil, Mexico, and India were noted for delivering incremental EBITDA as planned.
    Mittal pointed to strategic acquisitions, including the Texas HBI facility and a stake in Vallourec, as contributors to structural earnings and cash flow growth. He reiterated the company’s commitment to shareholder returns, citing a 16% compound annual dividend growth rate over the past four years and a 37% reduction in share count through buybacks.
    CFO Genuino Christino reported 2024 EBITDA of $7.1 billion and a $2.3 billion adjusted net income. He noted a 6% return on capital employed, framing the results as commendable given the challenging environment. The dividend was increased by 10% to $0.55 per share, marking an 80% rise since 2020.
    Outlook
    Management forecasts slightly positive apparent demand growth for 2025, with confidence in continued cash flow generation. Strategic CapEx is projected to remain between $4.5 billion and $5 billion, with flexibility to reallocate resources based on market conditions.
    The company expects $400 million in EBITDA uplift from strategic projects in 2025, with significant contributions from Brazil’s Vega project, Mexico’s hot strip mill, and India’s renewable energy initiatives. Additional projects in Europe and Brazil are anticipated to ramp up and contribute further in 2026.
    Financial Results
    EBITDA for 2024 reached $7.1 billion, translating to $130 per ton shipped. Adjusted net income stood at $2.3 billion, with a book value of equity at $64 per share.
    Over $2 billion in investable cash flow was generated in 2024, with $1.3 billion allocated to strategic growth projects and $1.7 billion returned to shareholders. M&A investments included a $0.6 billion net spend, highlighted by the Vallourec stake acquisition.
    The dividend increase to $0.55 per share and continued share buybacks were positioned as evidence of financial resilience.
    Q&A
    Ephrem Ravi, Citigroup, asked about CapEx and decarbonization spending. CEO Mittal explained that while annual decarbonization CapEx is currently $300-$400 million, it could increase with regulatory support. He emphasized flexibility in reallocating CapEx depending on market dynamics.
    Patrick Mann, Bank of America, inquired about potential impacts of tariffs on Canada and Mexico. Mittal referenced past tariff impacts of $100 million per quarter but noted that revenue offsets and domestic slab production could mitigate future impacts.
    Tristan Gresser, BNP Paribas, questioned delays in strategic projects. Mittal acknowledged delays in Europe’s Mardyck electrical steel facility and Brazil’s Barra Mansa project, attributing them to equipment supply issues and lack of project experience. He introduced a new global projects team to mitigate future delays.
    Sentiment Analysis
    Analysts expressed concerns about tariff risks, regulatory uncertainty for decarbonization, and project delays. The tone was slightly negative, reflecting skepticism about external challenges and execution risks.
    Management maintained a confident tone in prepared remarks, emphasizing resilience and structural improvements. During the Q&A, responses were direct but occasionally defensive, particularly on regulatory dependencies and project execution.
    Compared to Q3, management appeared more focused on addressing execution challenges and regulatory hurdles, while analysts were more pressing on capital allocation and project timelines.
    Quarter-over-Quarter Comparison
    EBITDA per ton improved from $118 in Q3 to $130 in Q4, reflecting stronger operational performance.
    Strategic project contributions increased, with completed projects in Brazil and Mexico ramping up. However, delays in Mardyck and Barra Mansa projects shifted $100 million in expected EBITDA from 2025 to 2026.
    Management tone remained optimistic but more defensive in addressing regulatory and project execution concerns compared to Q3. Analysts maintained a cautious stance, with increased focus on tariff risks and decarbonization timelines.
    Risks and Concerns
    Tariff risks from potential U.S. trade actions against Canada and Mexico were highlighted. Management noted past revenue offsets but acknowledged uncertainty regarding future impacts.
    Project execution delays, particularly in Europe and Brazil, were attributed to equipment supply issues and limited project management experience. A global projects team was established to address these challenges.
    Decarbonization investments remain contingent on regulatory support, with management emphasizing the need for a clear policy framework to ensure economic viability.
    Final Takeaway
    ArcelorMittal demonstrated resilience in a challenging market, delivering strong cash flow and shareholder returns while advancing strategic projects. However, analysts raised concerns about execution risks, regulatory dependencies, and tariff impacts. Management’s focus on structural EBITDA growth, supported by strategic investments and operational improvements, provides confidence in the company’s long-term trajectory, though execution and external uncertainties warrant close monitoring.

    Voor mij niet gelaten zo'n stijging genereert mij duizenden euro's extra winst, ik ben gelukkig persoon morgen als Amsterdam opengaat.
  5. forum rang 6 christo1 12 februari 2025 19:12
    quote:

    christo1 schreef op 12 februari 2025 18:54:

    [...]

    Waarschijnlijk antwoord te vinden in dit artikel van vandaag.

    arcelormittal-targets-1_9b-structural-ebitda-boost-through-strategic-projects-by-2026.

    CEO Aditya Mittal highlighted $2 billion of investable cash flow generated in 2024, emphasizing resilience despite unfavorable market cycles. He outlined that $1.9 billion in structural EBITDA from high-return strategic projects is anticipated, with $400 million expected in 2025 and $600 million in 2026. Recently completed projects in Brazil, Mexico, and India were noted for delivering incremental EBITDA as planned.
    Mittal pointed to strategic acquisitions, including the Texas HBI facility and a stake in Vallourec, as contributors to structural earnings and cash flow growth. He reiterated the company’s commitment to shareholder returns, citing a 16% compound annual dividend growth rate over the past four years and a 37% reduction in share count through buybacks.
    CFO Genuino Christino reported 2024 EBITDA of $7.1 billion and a $2.3 billion adjusted net income. He noted a 6% return on capital employed, framing the results as commendable given the challenging environment. The dividend was increased by 10% to $0.55 per share, marking an 80% rise since 2020.
    Outlook
    Management forecasts slightly positive apparent demand growth for 2025, with confidence in continued cash flow generation. Strategic CapEx is projected to remain between $4.5 billion and $5 billion, with flexibility to reallocate resources based on market conditions.
    The company expects $400 million in EBITDA uplift from strategic projects in 2025, with significant contributions from Brazil’s Vega project, Mexico’s hot strip mill, and India’s renewable energy initiatives. Additional projects in Europe and Brazil are anticipated to ramp up and contribute further in 2026.
    Financial Results
    EBITDA for 2024 reached $7.1 billion, translating to $130 per ton shipped. Adjusted net income stood at $2.3 billion, with a book value of equity at $64 per share.
    Over $2 billion in investable cash flow was generated in 2024, with $1.3 billion allocated to strategic growth projects and $1.7 billion returned to shareholders. M&A investments included a $0.6 billion net spend, highlighted by the Vallourec stake acquisition.
    The dividend increase to $0.55 per share and continued share buybacks were positioned as evidence of financial resilience.
    Q&A
    Ephrem Ravi, Citigroup, asked about CapEx and decarbonization spending. CEO Mittal explained that while annual decarbonization CapEx is currently $300-$400 million, it could increase with regulatory support. He emphasized flexibility in reallocating CapEx depending on market dynamics.
    Patrick Mann, Bank of America, inquired about potential impacts of tariffs on Canada and Mexico. Mittal referenced past tariff impacts of $100 million per quarter but noted that revenue offsets and domestic slab production could mitigate future impacts.
    Tristan Gresser, BNP Paribas, questioned delays in strategic projects. Mittal acknowledged delays in Europe’s Mardyck electrical steel facility and Brazil’s Barra Mansa project, attributing them to equipment supply issues and lack of project experience. He introduced a new global projects team to mitigate future delays.
    Sentiment Analysis
    Analysts expressed concerns about tariff risks, regulatory uncertainty for decarbonization, and project delays. The tone was slightly negative, reflecting skepticism about external challenges and execution risks.
    Management maintained a confident tone in prepared remarks, emphasizing resilience and structural improvements. During the Q&A, responses were direct but occasionally defensive, particularly on regulatory dependencies and project execution.
    Compared to Q3, management appeared more focused on addressing execution challenges and regulatory hurdles, while analysts were more pressing on capital allocation and project timelines.
    Quarter-over-Quarter Comparison
    EBITDA per ton improved from $118 in Q3 to $130 in Q4, reflecting stronger operational performance.
    Strategic project contributions increased, with completed projects in Brazil and Mexico ramping up. However, delays in Mardyck and Barra Mansa projects shifted $100 million in expected EBITDA from 2025 to 2026.
    Management tone remained optimistic but more defensive in addressing regulatory and project execution concerns compared to Q3. Analysts maintained a cautious stance, with increased focus on tariff risks and decarbonization timelines.
    Risks and Concerns
    Tariff risks from potential U.S. trade actions against Canada and Mexico were highlighted. Management noted past revenue offsets but acknowledged uncertainty regarding future impacts.
    Project execution delays, particularly in Europe and Brazil, were attributed to equipment supply issues and limited project management experience. A global projects team was established to address these challenges.
    Decarbonization investments remain contingent on regulatory support, with management emphasizing the need for a clear policy framework to ensure economic viability.
    Final Takeaway
    ArcelorMittal demonstrated resilience in a challenging market, delivering strong cash flow and shareholder returns while advancing strategic projects. However, analysts raised concerns about execution risks, regulatory dependencies, and tariff impacts. Management’s focus on structural EBITDA growth, supported by strategic investments and operational improvements, provides confidence in the company’s long-term trajectory, though execution and external uncertainties warrant close monitoring.

    Voor mij niet gelaten zo'n stijging genereert mij duizenden euro's extra winst, ik ben gelukkig persoon morgen als Amsterdam opengaat.
    Extra boost kan ook zijn dat de oorlog in Oekraïne stopt door de recente uitspraken ban Trump-Poetin.

    Arcelormittal heeft een grote site in Oekraïne en als de oorlog stopt kan deze site vlug schakelen naar meer productie want nu draaien ze daar verlies + grote heropbouw van Oekraïne en dan bij Europa kan komen maar niet in de NAVO.
  6. Texas 12 februari 2025 20:48
    quote:

    christo1 schreef op 12 februari 2025 19:12:

    [...]

    Extra boost kan ook zijn dat de oorlog in Oekraïne stopt door de recente uitspraken ban Trump-Poetin.

    Arcelormittal heeft een grote site in Oekraïne en als de oorlog stopt kan deze site vlug schakelen naar meer productie want nu draaien ze daar verlies + grote heropbouw van Oekraïne en dan bij Europa kan komen maar niet in de NAVO.
    Dat lijkt me ook de meest waarschijnlijke reden. De koers ging wel heel erg plotseling omhoog.
  7. forum rang 10 voda 12 februari 2025 22:18
    Beursupdate: AEX op Wall Street
    12-feb-2025 22:14

    ArcelorMittal sterkste stijger.

    (ABM FN-Dow Jones) Op Wall Street zijn woensdag zes van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. ArcelorMittal was met een winst van 4,1 procent de sterkste stijger. Shell was met een verlies van 1,3 procent de sterkste daler.

    Aegon (+0,1%)
    ArcelorMittal (+4,1%)
    ASML (+1,3%)
    ING Groep (+0,3%)
    Philips (+0,6%)
    RELX (+0,3%)
    Shell (-1,3%)
    Unilever (-0,1%)

    Euro/dollar: 1,0387

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 942,61 punten, zijn geëindigd op 944,61 punten.

    Door: ABM Financial News.
  8. forum rang 7 mvliex 1 13 februari 2025 18:42
    STEELBENCHMARKER PRICES February 10, 2025

    Dollars per Metric Tonne -- Pct Change
    (net ton) [gross ton] {Euros}

    Region: USA, East of the Mississippi
    Hot-rolled band: 784 (711) 0%
    Cold-rolled coil: 962 (873) -3%
    Standard plate: 1077 (977) 2%
    Shredded scrap*: 405 [412] 6%
    #1 Heavy melting scrap: 349 [355] 6%
    #1 Busheling scrap: 414 [421] 1%

    Region: Mainland China***
    Hot-rolled band: 405 0%
    Cold-rolled coil: 501 0%
    Rebar: 396 0%
    Standard plate: 413 0%

    Region: Western Europe
    Hot-rolled band: 625 {605} 2%

    Region: World Export Market
    Hot-rolled band: 480 1%

    To receive SteelBenchmarker graphic and tabular price history, register as a "provider" at www.steelbenchmarker.com.
    NOTES: E-mailed February 13, 2025 at 9:00 a.m. to Non-Provider Receivers. The first price release was for April 10, 2006.
    If a product is not listed or a price is not indicated, fewer than ten (10) price inputs were received at this time.
    Prices are: USA -- FOB mill; Western Europe and China -- Ex-works; and World Export Market -- FOB port of export. For USA steel scrap -- delivered to the steel plant. *For shredded scrap the region is "for all but the West Coast".
    For product specifications go to www.steelbenchmarker.com/specifications.
    *** SteelHome's non-steelbenchmarker derived average price for each product is the determinant of the Chinese ex-works benchmark price. It is published for comparative purposes.
  9. forum rang 10 voda 13 februari 2025 22:15
    Beursupdate: AEX op Wall Street
    13-feb-2025 22:13

    ArcelorMittal sterkste daler.

    (ABM FN-Dow Jones) Op Wall Street zijn donderdag twee van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. Shell was met een winst van 0,8 procent de sterkste stijger, RELX sloot vlak en ArcelorMittal was met een verlies van 0,9 procent de sterkste daler.

    Aegon (-0,8%)
    ArcelorMittal (-0,9%)
    ASML (+0,7%)
    ING Groep (-0,6%)
    Philips (-0,7%)
    RELX (0,0%)
    Shell (+0,8%)
    Unilever (-0,6%)

    Euro/dollar: 1,0460

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 946,58 punten, zijn geëindigd op 945,16 punten.

    Door: ABM Financial News.
  10. forum rang 6 christo1 14 februari 2025 06:46
    Dus volgens de logica van Donald Trump zou Mexico en Canada buiten die repricocal tarieven vallen, want beide landen zitten in het vrijhandelsverdrag USMCA waar dus geen tarieven aan elkaar opgelegd worden of zie ik dat verkeerd.

    Donald Trump gaat er wel voor zorgen dat derde landen geen producten kunnen invoeren langs Mexico en Canada om die repricocal tarieven te vermijden.

    Naar mijn inschatting zal het zijn ofwel investeren in productie in de USMCA landen ofwel tarieven betalen tenzij die landen of als de EU hun tarieven brengen op het niveau van de VS dan kunnen deze tarieven wegvallen of op hetzelfde niveau blijven.
264 Posts
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