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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

Laatste koers (eur) Verschil Volume
20,850   +0,220   (+1,07%) Dagrange 20,650 - 20,890 1.925.764   Gem. (3M) 2,8M

Nieuws en info hier plaatsen (deel 4)

35.173 Posts
Pagina: «« 1 ... 55 56 57 58 59 ... 1759 »» | Laatste | Omlaag ↓
  1. forum rang 10 voda 11 februari 2014 16:36
    TATA Steel's 4000 workers warned sweeping changes on way

    The 4,000 employees on the TATA Steel works in Scunthorpe have been warned to expect sweeping changes in the 2014 to 2015 financial year.

    Mr Karl Kohler the company's MD and CEO for Europe said that the changes would affect the timing of a number of projects earmarked for the next financial year. Employees would also see changes in the use of external consultation and the use of travel for non-critical business.

    Mr Kohler said that "I have asked managers to conduct a critical review of activities so changes are implemented at every function, department and country across the company.”

    Source – Scunthorpetelegraph.co.uk
  2. forum rang 10 voda 11 februari 2014 16:37
    China iron ore imports up in December

    According to statistics, China’s iron ore imports totaled 73.37 million tonnes in December, increasing by 3.4% YoY.

    In the given period of time, Australia was the largest exporter of iron ore to China with 37.34 million tonnes with average price of USD 131.2 per tonne; Brazil was the second largest one with 16.27 million tonnes with average price of USD 135.1 per tonne and South Africa wad the third largest one with 2.76 million tonnes with average price of USD 139.71 per tonne all compared to the figures in the same period of 2012.

    Source - www.yieh.com
  3. forum rang 10 voda 11 februari 2014 16:40
    Zenith Steel sales revenue hit CNY 105 billion in 2013

    Zenith Steel announced on the Annual Summary Conference that its sales revenue hit CNY 105 billion in 2013, increasing by 39.8% YoY; taxation of profit hit CNY 1.01 billion up 13.7% over last year. The company has been selected as top 500 enterprises in China for consecutive nine years.

    In 2014, the company set a goal of realizing CNY 70 billion of industrial output, CNY 120 billion of sales revenue and 3 billion of taxation of profit, in an effort to build it as first class enterprise with the characteristic of internationalization, capitalization, modernization, industrialization and informatization.

    Source - www.steelhome.cn/en
    China steel information centre and industry database
  4. forum rang 10 voda 11 februari 2014 16:41
    ArcelorMittal considers buying part or all of Ilva -Report

    Reuters reported that ArcelorMittal is interested in buying part or all of Italian steelmaker Ilva from its holding family.

    As per report “ArcelorMittal would prefer to buy a part or all of Ilva directly from the Riva family. Should Riva refuse, ArcelorMittal may participate in a potential capital increase the group may pursue to pay for an environmental clean-up, the paper said, without naming its sources.”

    Buying into Ilva would give ArcelorMittal greater control over the price of steel in southern Europe.

    Ilva runs Europe's biggest steel plant in the southern Italian city of Taranto, but has been at the center of a lengthy environmental scandal. Controlled by the Riva family, Ilva makes flat steel products used by carmakers, electrical appliance manufacturers and shipbuilders.

    The Italian government put Ilva under special administration last year. It has embarked on a 2 year clean up operation after prosecutors alleged that toxic emissions at the Taranto plant had caused abnormally high levels of cancer and respiratory illness in the region. Ilva's environmental clean up and subsequent new industrial plan would cost EUR 3 billion to carry out, to be financed by loans for EUR 2.3 billion and a capital increase for the remaining EUR 700 million.

    Source – Reuters
  5. GVteD 11 februari 2014 19:13

    Why Is ArcelorMittal (ADR) (NYSE:MT) Optimistic About 2014 Despite Massive Losses?

    by Cyrus - on Feb 11th 2014 - No Comments

    .


    Tomahawk, WI 02/10/2014 (BasicsMedia) – It is not everyday that you come across a company that is very optimistic despite posting huge losses. If you have never heard of such a company, or come across one, then you need to be introduced to ArcelorMittal (ADR) (NYSE:MT). ArcelorMittal is the biggest maker of steel in the entire world. When it posted its fourth quarter of 2013 financial results, the company announced a huge $1.3 billion loss. Rather than allowing this massive loss to affect its projections going forward, the company has said that it believes 2014 will be a very good year.

    ArcelorMittal (ADR) (NYSE:MT) is responsible for more than 5 percent of the steel found in the world today. It offers a fairly accurate picture of the health of the manufacturing sector. The reason behind Arcelor’s belief that 2014 will be a year full of profits is that it expects the US and Europe to show a strong economic performance this year. Once this happens, the Arcelor believes that the demand for steel in these two regions will lead to stronger sales, which would in turn birth higher revenues and increased profits. This will happen despite poor sales in China and Brazil.

    The expectation is that the global steel market will recover in 2014. Steel is the raw material used in industries that deal with construction, machinery, car making, as well as other domestic and commercial uses. The company expects to see a better market for steel in 2014 in regions such as US, Canada, Japan, Europe, Asia-Pacific, The Middle East, Latin America, and Africa in that order. However, the fact that the market and demand for steel in Brazil and China will not follow similar trajectory, is a bit worrying not only for ArcelorMittal (ADR) (NYSE:MT), but also other steel makers in the world.




    ArcelorMittal (ADR) (NYSE:MT) expects to see an upsurge in capital spending in 2014. If the construction industry picks up in the manner forecast by Arcelor, then 2014 should be a year of great results in the financial aspect or steel makers around the globe. The construction industry uses and requires more steel than any other, and if it does well this year, it should be able to reverse the losses it reported during the last quarter. In the US, there are already signs indicating that the building and construction industry is on the up, and this should continue for the remainder of this year.

    The production of steel around the globe is set to rise by as much as 3.6 percent in 2014, which would augur well for ArcelorMittal (ADR) (NYSE:MT). Europe will probably lead the way in terms of recovery, doing much better than what is expected from the US. The market for steel in Europe has been on a downward trend for the past six years, and is set for a positive change in 2014. Where Arcelor and other steel makers are unsure of is in the area of pricing. None of the major steel makers looks forward to better prices in 2014, but if demand outstrips supply, prices will shoot up.
  6. forum rang 10 voda 12 februari 2014 16:01
    Outokumpu verkoop Terni fabriek aan ThyssenKrupp goedgekeurd

    AMSTERDAM (Dow Jones)--De Europese Commissie (EC) heeft de verkoop van de Italiaanse staalfabriek Acciai Speciali Terni spa aan ThyssenKrupp (TKA.XE) door Outokumpu Oyj (OUT1V.HE) goedgekeurd, maakt de producent van roestvast staal woensdag bekend.

    Midkapper Aperam sa (056997440.LU) was in 2013 ook in de race om de Terni fabriek te kopen en had daarom een consortium opgericht met twee Italiaanse bedrijven. Maar eind november werd bekend dat het Finse Outokumpu de fabriek terugverkoopt aan de oorspronkelijke eigenaar.

    Outokumpu nam in 2012 de roestvast staal divisie Inoxum over van ThyssenKrupp, waarmee het concern marktleider in Europa werd. De Europese Commissie stelde echter als voorwaarde voor de overname dat Outokumpu de Terni fabriek moest verkopen vanuit mededingings oogpunt.

    Outokumpu heeft ook het VDM-onderdeel verkocht aan ThyssenKrupp en ook hier had de EC geen bezwaren tegen. In ruil voor beide onderdelen koopt het Duitse staalbedrijf een obligatielening van Outokumpu ter waarde van EUR1,27 miljard.

    De Finnen verwachten de transactie binnen enkele weken af te ronden.

    - Door Levien de Feijter, Dow Jones Newswires; +31 20 571 52 00; levien.defeijter@wsj.com


  7. forum rang 10 voda 12 februari 2014 16:07
    ArcelorMittal tekent contract voor exploratie ijzererts in Mexico

    LONDEN (Dow Jones)--ArcelorMittal (MT.AE) heeft een vijfjarig contract getekend met het in Canada gevestigde Evrim Resources Corp. (EVM.V) voor de exploratie naar ijzererts in Mexico.

    De Mexicaanse tak ArcelorMittal Servicios Minerometalurgicos de Occidente sa. en Evrim zullen gezamenlijk ijzererts-exploratieprogramma's financieren in het Midden-Amerikaanse land, zo meldde Evrim woensdag. Indien er daadwerkelijk ijzererts wordt gevonden, dan is ArcelorMittal vervolgens eindverantwoordelijk voor de financiering van de uit de exploratie voortvloeiende ontwikkelingsprojecten.

    ArcelorMittal zal voor 100% eigenaar worden van al die ontwikkelingsprojecten en betaalt Evrim royalties voor de ijzerertsproductie die daaruit voortvloeit op basis van het zogenoemde 'sliding scale' principe, waarbij het percentage aan royalties variabel is.

    Evrim ontvangt ook aparte royalties voor de productie van andere grondstoffen die zullen worden geproduceerd, aldus het concern.

    De twee partijen zullen in elk geval zeker de eerste twee jaar van het vijfjarige verband nauw samenwerken.

    ArcelorMittal heeft momenteel ijzererts mijnen in Canada, Liberia, Oekraine en Kazakstan en streeft er naar om in 2015 jaarlijks 84 miljoen ton aan ijzererts te produceren.

    Door Alex MacDonald; vertaald en bewerkt door Marleen Groen; Dow Jones Nieuwsdienst; +31 20 5715 200; marleen.groen@wsj.com

  8. forum rang 10 voda 12 februari 2014 16:41
    TATA Steel update on European operations

    The operational improvement continued in Europe as the upgraded asset base produced the largest volume of liquid steel on a like-for-like basis for more than five yeas

    Liquid steel production in Q3 FY’14 increased to 3.91 million tonnes from 3.86 million tonnes in the previous quarter. Q3 FY’14 production was 19% higher than the 3.29 million tonnes produced in Q3 FY’13.

    Deliveries increased to 9.79 million tonnes in 9M FY’14, compared to 9.65 million tonnes in 9M FY’13. Q3 FY’14 deliveries were lower at 3.19 million tonnes compared to 3.46 million tonnes in Q2 FY’14 due to seasonal weakness but increased by 6% from 3.02 million tonnes in Q3 FY’13.

    Sale volumes of differentiated products rose by 14% in 9M FY’14 compared to the previous year, highlighting the success of our strategy in a fiercely competitive market.
    Turnover in 9M FY’14 was INR 60,290 crores versus INR 58,846 crores in the previous year. Q3 FY’14 turnover was INR 20,709 crores compared to INR 21,149 crores in Q2 FY’14 and INR 18,126 crores in Q3 FY’13.

    9M FY’14 EBITDA was INR 2,191 crores, a significant improvement from INR 152 crores in 9M FY’13. Q3 FY’14 EBITDA was INR 860 crores compared to INR 554 crores in the previous quarter and the EBITDA loss of INR 428 crores in Q3 FY’13.

    The quarter also marked some important customer wins and product innovations. The company secured significant orders for the supply of high-quality rail to the national rail operators in France and the UK. The French contract for 200,000 tonnes of rail justifies the investment in our capability to make longer and wear-resistant rail.

    Source – Strategic Research Institute

  9. forum rang 10 voda 12 februari 2014 16:42
    Air Liquide signs contract with ThyssenKrupp Steel Europe

    Air Liquide signed a major long term supply contract with ThyssenKrupp Steel Europe AG.

    Air Liquide is further strengthening its position in Germany by signing the contract with ThyssenKrupp Steel Europe AG in the Rhine Ruhr area, one of the largest and leading industrial basins in Europe.

    Deliveries under the agreement include 4,600 tonnes per day of oxygen, plus nitrogen and argon, which will be supplied to ThyssenKrupp´s steelworks based in the Duisburg cluster.

    Oxygen, nitrogen and argon are required by the steel industry for a number of applications, ranging from air enrichment for blast furnaces to oxygen steelmaking processes. The use of these gases helps to improve the productivity and energy performance of steelworks whilst reducing atmospheric emissions.

    Air Liquide noted that the gases will be supplied via its 500 kilometer local pipeline network, which already serves customers in the steel, chemical and petrochemical industries in the Rhine Ruhr area. This pipeline is fed by Air Liquide Air Separation Units, including Germany's largest oxygen production plant which was started up by Air Liquide in 2012.

    Source – Strategic Research Institute
  10. forum rang 10 voda 12 februari 2014 16:44
    China imported iron ore stockpiles decline

    Xinhua reported that stockpiles of imported iron ore at 25 major Chinese ports dropped slightly during the previous two weeks which included the weeklong Spring Festival holiday.

    New data showed that at the end of the January 28 to February 10 period, inventories of imported iron ore stood at 92.37 million tonnes down 0.47% over the previous period (January 21-27).

    The index, compiled through research and analysis of 25 sea ports, showed that the price index for iron ore imports with a 62% purity grade dropped 1 point from the previous week to 123. The index for imports of 58% purity grade dropped 1 point to 112.

    Despite the slight drop in inventory, iron ore stockpiles at ports remained at a relatively high level as sales were curtailed by the seven day holiday for the Spring Festival or China's lunar new year, which began on January 31.

    Source - Xinhua
  11. svh21 12 februari 2014 17:06
    ArcelorMittal Given New $23.00 Price Target at Deutsche Bank (MT)

    Posted by Logan Wallace on Feb 12th, 2014 // No Comments


    ArcelorMittal logoEquities researchers at Deutsche Bank hoisted their price target on shares of ArcelorMittal (NYSE:MT) from $19.50 to $23.00 in a research report issued on Monday, Stock Ratings News reports. The firm currently has a “buy” rating on the stock. Deutsche Bank’s price objective suggests a potential upside of 38.30% from the stock’s previous close.

    Other equities research analysts have also recently issued reports about the stock. Analysts at Bank of America downgraded shares of ArcelorMittal from a “buy” rating to a “neutral” rating in a research note on Monday. Separately, analysts at HSBC upgraded shares of ArcelorMittal from a “neutral” rating to an “overweight” rating in a research note on Wednesday, February 5th. Finally, analysts at RBC Capital upgraded shares of ArcelorMittal from a “sector perform” rating to an “outperform” rating in a research note on Tuesday, January 28th. They now have a $16.00 price target on the stock, up previously from $11.00. Six research analysts have rated the stock with a sell rating, five have issued a hold rating and nine have issued a buy rating to the stock. ArcelorMittal presently has a consensus rating of “Hold” and an average target price of $19.75.

    Shares of ArcelorMittal (NYSE:MT) traded up 0.42% on Monday, hitting $16.70. 1,156,025 shares of the company’s stock traded hands. ArcelorMittal has a one year low of $10.83 and a one year high of $17.92. The stock has a 50-day moving average of $17.01 and a 200-day moving average of $15.49. The company’s market cap is $29.893 billion.




    ArcelorMittal (NYSE:MT) last posted its quarterly earnings results on Friday, February 7th. The company reported ($0.69) EPS for the quarter, missing the Thomson Reuters consensus estimate of $0.39 by $1.08. The company had revenue of $19.85 billion for the quarter, compared to the consensus estimate of $19.31 billion. During the same quarter in the prior year, the company posted ($0.58) earnings per share. The company’s quarterly revenue was up 2.8% on a year-over-year basis. Analysts expect that ArcelorMittal will post $0.99 EPS for the current fiscal year.

    ArcelorMittal is a global steel producer. The Company has steel-making operations in 20 countries on four continents, including 65 integrated, mini-mill and integrated mini-mill steel-making facilities.
  12. [verwijderd] 12 februari 2014 19:03
    De grote jongens hebben op lager dan €12 ingekocht, en wagonladingen calls geschreven op €12. Door nu te dumpen hebben ze pure extra winst bij elke koers groter dan €12. En de geschreven calls lopen (bijna) waardeloos af.
    Risico voor hen is dat de koers toch fors boven €12 komt, en hun aandelen dan op zijn, en dat ze toch moeten leveren. In dat geval moeten ze alsnog nieuwe aandelen kopen en spuit de koers omhoog.
    Dit laatste scenario is leuk als je long zit, maar dan niet in de vorm van te korte opties.
  13. [verwijderd] 13 februari 2014 09:47
    quote:

    Dappere Dodo nr. 6 schreef op 12 februari 2014 19:03:

    De grote jongens hebben op lager dan €12 ingekocht, en wagonladingen calls geschreven op €12. Door nu te dumpen hebben ze pure extra winst bij elke koers groter dan €12. En de geschreven calls lopen (bijna) waardeloos af.
    Risico voor hen is dat de koers toch fors boven €12 komt, en hun aandelen dan op zijn, en dat ze toch moeten leveren. In dat geval moeten ze alsnog nieuwe aandelen kopen en spuit de koers omhoog.
    Dit laatste scenario is leuk als je long zit, maar dan niet in de vorm van te korte opties.
    Lijkt me inderdaad een plausibele verklaring. Iets of iemand is in ieder geval niet gebaat bij hogere koersen. Heb je enige indicatie hoeveel calls er geschreven zijn?
  14. sappas 13 februari 2014 12:47
    quote:

    Pexs schreef op 13 februari 2014 09:47:

    [...]
    Lijkt me inderdaad een plausibele verklaring. Iets of iemand is in ieder geval niet gebaat bij hogere koersen. Heb je enige indicatie hoeveel calls er geschreven zijn?
    Er is een site waar je de aantal calls/puts per aandeel kan opvragen.

    Ik ben deze site kwijt en als ik deze weer heb zal ik deze hier posten.

    Je zult vermoedelijk wel weten dat geschreven calls en gekochte calls qua aantal altijd gelijk zijn.

    Groetjes,

    Sappas
  15. [verwijderd] 13 februari 2014 13:57
    quote:

    sappas schreef op 13 februari 2014 13:50:

    [...]
    Zie opties.iex.nl/

    Groetjes,

    Sappas
    Dank. Ga me eens verdiepen in opties voordat ik me er aan waag. Lijkt me toch een beter alternatief dan sprinters of turbo's. Heb ik mijn vingers aardig aan gebrand. Of ik koop gewoon het aandeel zelf. (alhoewel onteigening/emissie/fraude/milieuramp) Beleggen is niet zonder gevaren.
    Helaas is een spaarrekening ook niet echt een alternatief. Wellicht dividend aandelen.
  16. forum rang 10 voda 13 februari 2014 16:03
    Steel scrap level plummet abruptly on low transactions by Turkish mills

    Global steel scrap market has been in tizzy culminating in loss of USD 18-20 per tonne in the last 10 days. The sharp downslide is prevalent in US offers which touched as low as USD 358 per tonne (HMS 1&2), 80:20 un-shredded whereas shredded scrap is being offered at USD 363 per tonne.

    Transactions are few as the Turkish mills are lurking in uncertainty on finished price levels which refuses to improve. On the contrary lack of demand from UAE for Turkish rebar owing to market attaining near self-sufficiency has sapped confidence of Turkish mills already reeling under the debilitating Lira. Even though some stability has been attained in the currency after leapfrogging lending rate hike to 12% the mills are uncertain about the export market.

    Moreover spurt in scrap generation in US has pressurized traders to cut price offers in bid to quickly offload volumes leading to Turkish mills waiting for the market bottom out before buying. This downslide is restricted only to US scrap offers whereas the European suppliers are resisting it opting to supply regional needs rather than cut price offers and clinch Turkish orders.

    Under pressure from the buyers billet offers from CIS/Black Sea has taken beating by another USD 5 per tonne touching USD 485 per tonne ,FOB , Black Sea and rebar offers from Turkish suppliers have been cut by USD 5-10 per tonne over the same period to USD 560-565 per tonne FOB, for March shipment.

    The outcome of the present situation depends on stocks of scrap with Turkish mills and time for which they will hold on owing to low capacity utilization since finished demand sulks. It won’t be surprising if this round goes to the Turkish mills and scrap prices lose another USD 20 per tonne before bottoming out.

    Source – Strategic Research Institute
  17. forum rang 10 voda 13 februari 2014 16:04
    Spot iron ore prices at 7 month low

    Reuters reported that spot iron ore prices sagged to their weakest level in more than seven months as a weaker Chinese steel market curbed demand for immediate shipments.

    Shanghai steel futures traded near their record lows on with Dalian iron ore futures also hovering close to the weakest level since an October launch. Inventories of iron ore lying in Chinese ports are at the highest since October 2012, inflated by imports, which according to China's customs data reached a record 86.84 million tonnes last month.

    A trader in Shanghai said that the surge in import arrivals may be largely due to volumes bought by Chinese mills under long term contracts with miners. Given this record import number, if the mills have enough supply from the miners under these contracts, it will reduce the need to buy from the spot market.

    China's steel production also remains high, supporting the need for iron ore although high inventories at ports suggest domestic consumption of the raw material has been slow.

    Stocks of imported iron ore at major Chinese ports stood at 97.25 million tonnes at the end of last week, the highest since ctober 2012, according to Chinese consultancy Steelhome.

    Mr James Wilson, resources analyst at Morgans in Perth said he does not expect the import volume in February to be as big as last month's but sees demand kicking back again in March when construction activity in China picks up.

    The most traded rebar for May delivery on Shanghai Futures Exchange traded as low as CNY 3,382 per tonne on Wednesday, not far from a record low of CNY 3,380 reached on Monday.

    Chinese steelmaker Yangang sold steel billet at CNY 2,839 per tonne at a tender on Wednesday, CNY 49 higher than the current spot price suggesting steel prices may have hit bottom or may soon will.

    Source – Reuters
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