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Aandeel Aperam AEX:APAM.NL, LU0569974404

Laatste koers (eur) Verschil Volume
25,600   -0,100   (-0,39%) Dagrange 25,600 - 25,860 144.942   Gem. (3M) 192K

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  1. [verwijderd] 27 juli 2017 10:17
    Alvast ter voorbereiding voor 3e kwartaal.
    Dan hoeven wij niet meer tijdens onze vakantie elke keer op onze app kijken naar de koers.

    Het gaal al jaren zo... dus het is knippen en plakken en elke RVS boer zal met hetzelfde riedel komen. 3e kwartaal minder door seizoensgebonden en nikkel prijs en met 4e kwartaal een opleving.
    Je kan het in de verslagen en anlaisten 2012, 2013, 2014, 2015 en 2016 lezen. Er zal geen verrassing zijn voor 3e kwartaal tenzij een meevaller geboekt wordt.

    Alleen bij Outokumpu hebben ze het verkeerd begrepen hoe ze moeten indekken, m.n.:
    "and raw material-related inventory and metal derivative losses are expected to lead to significantly lower third-quarter adjusted EBITDA compared to the previous quarter".

    Met derivaten contracten en risico management kunnen ze beter aan de banken over laten toch ?

    Outokumpu.
    Business and financial outlook for the third quarter of 2017
    Underlying stainless steel demand is expected to remain healthy in both Europe and the US. In the third quarter, typical seasonal slowdown is forecasted to have a negative impact on apparent stainless steel consumption. Consequently, Outokumpu expects business area Europe’s and Long Products’ stainless steel deliveries to decrease in the third quarter, whereas in the Americas, deliveries are expected to remain relatively flat compared to the second quarter. There is market pressure towards decreasing base prices in both Europe and the US.

    The lower ferrochrome contract price and low delivery volumes are expected to have a significant negative impact on third-quarter earnings. The maintenance of the damaged ferrochrome furnace has been completed and the furnace is currently being ramped up. The furnace is expected to return to normal operations during the third quarter.

    As alloy surcharges have decreased faster than raw material input costs, raw material-related inventory and metal derivative losses are expected to have a sizeable negative impact on Outokumpu’s earnings in the third quarter.

    The seasonally slower market, decreased ferrochrome prices and low ferrochrome delivery volumes, and raw material-related inventory and metal derivative losses are expected to lead to significantly lower third-quarter adjusted EBITDA compared to the previous quarter (EUR 199 million).
  2. [verwijderd] 27 juli 2017 10:32

    Vooruitzichten en Outlook is niet alleen mede afhankelijk van het bedrijf.
    Maar natuurlijk ook naar de ontwikkelingen op:

    " aerospace, automotive, catering, construction, household appliances and electrical engineering, industrial processes, medical, and oil & gas industries.".

    dit zijn de klanten van RVS bedrijven.

    Het is net als met PostNL, Fedex, UPS...
    Zij zijn de eerste voorbodes of het goed of slecht gaat met de economie.

    Economie groeit als deze bedrijven winst maken.
    De eerste tekenen van groei bij pakketbezorg diensten zegt iets hoe het met de economie voor staat.
    Maken ze verliezen dan weet je dat het niet goed met de economie is...en dan mogen de heren in dure maatpakken in Brussel het tegenovergestelde beweren, maar mij maken ze niet gek.

    Aperam voorziet in 3e kwartaal minder afzet (seizoensgebonden) maar dit zegt niets over de vraag in de wereld.
    Als Tesla, Boeing etc... omzetten maken dan weet je dat het met RVS ook goed komt.

  3. OngerealiseerdRendement 27 juli 2017 11:03
    AMSTERDAM (AFN) - Roestvrijstaalbedrijf Aperam heeft naar mening van ING een voorzichtige verwachting uitgesproken voor het derde kwartaal. Volgens het bedrijf zal het resultaat in die periode lager uitkomen dan in het tweede kwartaal door seizoensinvloeden en de recente daling van de grondstofprijzen.
    ING wijst er wel op dat het management van Aperam voor het vierde kwartaal weer op een terugkeer naar een normaal niveau rekent. Verder was het resultaat in het afgelopen kwartaal in lijn met de verwachtingen en was volgens ING sprake van een solide set cijfers. Het advies voor Aperam is hold. Het aandeel noteerde donderdagochtend omstreeks 10.35 uur 0,9 procent lager op 41,22 euro.
  4. forum rang 10 voda 28 juli 2017 21:10
    Evenort Ltd acquires 100 year old stainless steel maker Alexander Comley Ltd

    B Daily reported that Sheffield based precision engineering company Evenort Ltd has acquired a 100 year old Midlands based stainless steel manufacturing firm Alexander Comley Ltd. The company specializes in the manufacture of tubesheets for heat exchangers, filter plates for process filtration and other high integrity flanges.

    Other specialties include CNC machined/tuned parts in stainless steel, duplex and other high- nickel alloys. As part of the wider supply scope, it also delivers project pipeline packages across the world.

    Evenort said the acquisition will better serve its existing customer base across the UK and internationally by allowing the newly formed group to offer a single source for all products.

    Source : B Daily
  5. [verwijderd] 1 augustus 2017 11:14

    Het zal in de range van 41-42 blijven.
    Steun blijft van Mittal family en natuurlijk proberen de beleggers het te drukken maar ze hadden eerder moeten instappen.

    De meeste doen niks en incasseren dividend en hebben hun investering al uit omdat ze tijdig zijn ingestapt.

    Het zal langzaam de 43 tikken de komende tijd.
    De zomer rally, zoals Tostram mooi uitlegt is nog steeds in tact.

    3e kwartaal is "know it, seen it, have it, lets get over it".

    Hopelijk is brazilie dan ook uit met de anti dumping review en zullen wel gestaag upside zien

    Heb maar wat bijgekocht in Outokumpu. Net als aperam toen ze nog op 9 euro stonden, ik wacht wel als ze op 40 staan, (net als Aperam)...??

  6. [verwijderd] 1 augustus 2017 11:15

    Het zal in de range van 41-42 blijven.
    Steun blijft van Mittal family en natuurlijk proberen de beleggers het te drukken maar ze hadden eerder moeten instappen.

    De meeste doen niks en incasseren dividend en hebben hun investering al uit omdat ze tijdig zijn ingestapt.

    Het zal langzaam de 43 tikken de komende tijd.
    De zomer rally, zoals Tostram mooi uitlegt is nog steeds in tact.

    3e kwartaal is "know it, seen it, have it, lets get over it".

    Hopelijk is brazilie dan ook uit met de anti dumping review en zullen wel gestaag upside zien

    Heb maar wat bijgekocht in Outokumpu. Net als aperam toen ze op 9 euro stonden wacht ik mooi op herstel...??

  7. forum rang 10 voda 7 augustus 2017 16:35
    Indian stainless steel tube and pipe makers want anti dumping duty

    Times Of India reported that with a surge in import of stainless steel pipes and tubes from China and Vietnam, domestic manufacturers fear it will disrupt local industry. In their first meeting held in Ahmedabad on Friday, SS Pipes and Tubes Manufacturers Association has sought imposing of anti-dumping duty, to protect domestic manufacturers. According to data provided by SSPTMA, imports of SS pipes and tubes stood at 10,994 tonnes from April to June 2016 and grew by 62% to 17,811 in April to June 2017.

    Mr Ashish Sanghvi president of SSPTMA said that "This makes nearly half the consumption requirement of SS pipes and tubes in India. If this goes up further, it will be detrimental to the domestic manufacturing industry.”

    Manufacturers are emphasizing on anti-dumping duty because Chinese and Vietnamese manufacturers are able to sell SS pipes and tubes at a lesser rate despite Indian counterparts due to lesser taxation and subsidies.

    Mr Rajeev Garg assistant vice-president of Jindal Group said that "Vietnam and India have a Free Trade Agreement (FTA), which makes the basic customs duty (BCD) zero. This gives Vietnamese manufacturers a clear 10% margin over their Indian counterparts.”

    He added that "Chinese manufacturers also have an advantage as the Chinese government gets 18.95% export subsidies on SS pipes and tubes exports to India, in addition to the incentives.”

    Manufacturers have proposed anti-dumping duty of at least 20-25% in addition to the basic customs duty, so that local players get a level-playing field.

    Source : Times Of India
  8. forum rang 10 voda 7 augustus 2017 16:43
    Acerinox will supply the stainless steel to construct the extension of the port of Monaco

    Acerinox will supply almost 4,000 tonnes of duplex type corrugated stainless steel bars to construct the extension of the port of Monaco, from Roldan, S.A. (Ponferrada, León), one of its main long product factories in Spain. The material provided by Acerinox will be used in the framework of the concrete structures intended to create the protective barrier against the sea in critical areas.

    This innovative application of stainless steel for a project of such magnitude and demand meets the high standards and characteristics of the bars made by Roldan, especially suited for this type of project of port docks, barriers and bridges in marine areas.

    Stainless steel provides high mechanical properties and great resistance to corrosion of the frameworks in contact with the chlorides of the salt water which can penetrate within the concrete, guaranteeing the long life of the infrastructures and eliminating subsequent maintenance work for corrosion problems.

    It is for this reason that the use of corrugated stainless steel for constructions in contact with seawater or with salt used to melt ice on roads is becoming more widespread.

    The work will be carried out by the prestigious French group Bouygues and the company Sendin Francia. The plant of this last company in Teruel (Spain) will be responsible for making the stainless steel frameworks which, from there, will be sent to Marseilles for the construction of the concrete structures. Once constructed, they will be towed by boat to their final location in Monaco.

    Acerinox will become part of a project which includes 60,000 square metres of residential spaces and public facilities, as well as the extension of the Grimaldi Forum by approximately 3,500 square metres, the creation of a landscaped park, a marine area and a green belt.

    The urban development includes construction of a small marina with capacity for 40 moorings and over 3,000 square metres of commercial premises, with a total investment of 2 billion euros.

    Videos of interest, produced by Grupo Bouygues, with a complete description of the project are available from the following links:

    Source : Strategic Research Institute
  9. forum rang 10 voda 7 augustus 2017 18:52
    Nickel rallies but still seeking a coherent narrative - Andy Home

    Reuters reported that nickel price has rallied by almost 18% over the last month. London Metal Exchange three month nickel was trading below the USD 8,900 per tonne level on July 10. It has this morning recorded a five month high of USD 10,445.

    Fund managers who fled the market in April and May have returned. The LME's Commitments of Traders Report shows them holding a net long position of 32,363 lots, compared with a net short of 887 lots on May 15.

    In truth, fund money left only very briefly. By the beginning of June the cumulative net fund position had rebuilt to above 30,000 lots.

    That speedy turnaround came against a backdrop of the nickel price falling through the USD 9,000 level for the first time in a year.

    The inference is that while some fund managers were still exiting the market, others were being drawn in by bargain-basement prices.

    Their fundamental reasoning is that such low prices will force supply to exit.

    Particularly the supply of nickel pig iron feeding China's giant stainless steel sector. And most particularly the new flow of NPI from operators in Indonesia.

    It's helped that the Philippines government has been sending mixed messages as to what it intends to do with its nickel mining sector, still reeling from the onslaught launched by short-lived environmental secretary Regina Lopez.

    And if you're experiencing a sense of deja vu, that's completely understandable because once again the nickel market is in thrall to the intertwined fortunes of these two Asian countries.

    Ms Lopez was the single biggest factor in nickel's ascent to the USD 12,000 level back in November last year.

    The former eco-warrior ordered the closure of just about every nickel mine in the country.

    Her abrupt exit from the post at the start of May sent the price reeling to those lows below USD 9,000, as the market feared a swift return to business as usual.

    That hasn't yet happened.

    Her replacement, former military chief Roy Cimatu, made some initial conciliatory comments to the country's shell-shocked miners, but has shown no sign of being in a hurry to reopen shuttered mines.

    He tlod reporter that "No need to rush. We have to review voluminous documents. I need to look at all the evidence that the companies gave us."

    Mined production in the Philippines hasn't recovered from the Lopez Effect.

    The latest assessment by the International Nickel Study Group is that the country's nickel production fell by 15% to 101,000 tonnes in the first five months of this year.

    Shipments of nickel ore to China have also been flowing at a reduced pace. Chinese imports from the Philippines slid by six percent over the first half of the year.

    Source : Reuters
  10. forum rang 10 voda 10 augustus 2017 17:11
    STAINLESS STEEL PRODUCTION REACHED

    11.8 MILLION METRIC TONS

    IN THE FIRST THREE MONTHS OF 2017

    Brussels 08 August 2017 – The International Stainless Steel Forum (ISSF) has released figures for the first three months of 2017 showing that stainless steel melt shop production increased by 14.5% year–on–year to 11.8 million metric tons.
    Stainless steel melt shop steel production [000 metric tons]

    Voor meer, zie link:

    www.worldstainless.org/news/show/2114
  11. forum rang 10 voda 14 augustus 2017 16:37
    Stainless steel importers skirting anti dumping duty - JSL

    Business Line reported that Indian domestic steel manufacturers have alleged that importers are circumventing the anti dumping duty levied on steel products. This has been made possible because the entire value chain of steel product manufacturing has not been covered under the anti dumping duty norms. Local stainless steel manufacturers allege greater injury and say that widths above 1,250 mm are being imported only to circumvent the anti-dumping duty.

    A domestic steel manufacturer told BusinessLine: “There is an entire value chain in steel products. If I want a final product that comes under a higher duty structure, I can get a stage before that and then get the fabrication or customisation done at the port of entry.”

    Mr Abhyuday Jindal, Vice-Chairman at Jindal Stainless, said “The domestic stainless steel industry continues to suffer as dumping continues unabated. The measures taken by the government to check imports have been rendered ineffective as importers are finding new ways to sidestep these laws. We have taken up this matter with the government, and we hope to reach a solution very soon.”

    In a statement to the exchanges, Jindal Stainless said threat from sub-standard imports from China continued unabated. Imports of stainless steel flat products in India increased to over 42,000 tonnes in June 2017, from over 19,000 tonnes in April, thereby distorting fair market pricing.

    Source : Business Line
  12. forum rang 10 voda 14 augustus 2017 16:46
    Antam set for exporting 2.7 million tonne of nickel ore by the end of 2017

    NETRALNEWS reported that Aneka Tambang, a state owned mining company central to Indonesian efforts to develop value added commodity sectors, has resumed exports of raw nickel and bauxite to fund its downstream projects.

    The move comes after the Energy and Mineral Resources Ministry in January partially lifted a three-year ban on the export of raw minerals. The embargo inflicted two years of heavy losses on Antam, dropping its stock price, and left the company cash-strapped with a long list of unrealized downstream projects.

    Antam resumed shipments to China in May, and plans to export 2.7 million tonnes of nickel ore and 850,000 tonnes of bauxite by the end of the year within limits set by the government. Nickel is used in the production of stainless steel, and bauxite in aluminum.

    Finance Director Dimas Wikan Pramudhito told reporters that "We want to maximize and monetize all quota given.” He said that increased quotas are being requested for 2018.

    Indonesia, formerly the world's top nickel exporter, introduced a law in January 2014 banning exports of selected minerals. Antam relied on nickel and bauxite ore for 30% of its revenue, and is looking to recover revenue and maintain employment.

    Antam's stock price has fallen by a quarter this year, while Indonesia's benchmark stock index gained 10%. It is unclear if investors will benefit from the recent relaxation on exports. Nickel prices remain volatile, partly due to political uncertainty in the Philippines, which replaced Indonesia as the world's largest exporter of the metal.

    Antam's shares have underperformed benchmark nickel prices, which are up about 4% so far this year. Analysts have noted the lack of long-term government backing for the company.

    In May, S&P Global Ratings said it does "not incorporate extraordinary government support" in its Antam rating since the company operates mostly in the private competitive upstream mining and downstream mineral processing segments.

    Source : Netral News
  13. forum rang 10 voda 17 augustus 2017 17:06
    Global nickel deficit narrows in May to 2,200 tonne

    Reuters reported that a global deficit of refined nickel narrowed in May to 2,200 tonnes from a revised deficit of 5,200 tonnes the month before. Data from the International Nickel Study Group showed that global refined nickel demand fell 3 percent in May from the previous month to 170,000 tonnes, while output moderated by 1.4 percent to 167,800 tonnes.

    Global nickel mine production continued to rise in May, increasing by 2.3 percent to 178,500 tonnes from the month earlier and up 17 percent compared to January.

    Indonesia's mines have ramped up this year after the key global supplier introduced new rules to allow some ore exports in a sweeping policy shift after banning ore exports in 2014.

    For the first five months of the year, Indonesian mined nickel supply nearly doubled to 122,000 tonnes from 64,600 during the same period the previous year, boosting primary production in both Indonesia and China.

    For the first five months of the year, the global market for refined nickel was in a 27,800 tonne deficit, slightly larger than the 26,700 tonne deficit for the same period of 2016.

    Source : Reuters
  14. forum rang 10 voda 17 augustus 2017 17:10
    Philippines H1 Nickel Ore Output Falls 24%

    Jakarta Globe reported that nickel ore output in the Philippines, fell 24% in the first half of the year as several mines stopped operations due to government sanctions and bad weather. Philippine mining industry regulator said that of the country's 30 nickel mines, 11 reported zero production in the first six months.

    It said that at least eight nickel mines have been suspended since last year for environmental breaches under a crackdown by former Environment Secretary Regina Lopez, who was ousted in May.

    The mines bureau said other mines were undergoing maintenance while output from some was affected by unfavorable weather conditions.

    The fate of the suspended mines remained uncertain, with Lopez' successor, Roy Cimatu, saying last month he was in no rush to make a decision on whether to maintain, modify or reverse her decisions.

    The bureau said that the country's output of nickel ore, most of which is shipped to China to make stainless steel, totaled 8.64 million dry tonnes in the first half of the year compared with 11.38 million dry tonnes a year ago.

    Source : Reuters
  15. forum rang 10 voda 18 augustus 2017 15:02
    US stainless flange producers file dumping complaint against China and India

    Two US flange makers have filed a dumping complaint against China and India, alleging that producers in those countries are selling forged stainless flanges below cost. Mr Daniel B Pickard, a lawyer with Washington DC firm Wiley Rein, which is representing domestic producers Core Pipe Products Inc and Maass Flange Corp in the case said “The US industry and its workers are suffering today as a result of dumped and subsidized imports from China and India.”

    The companies filed the case together as the Coalition of American Flange Producers. The coalition also contends that producers in China and India have benefited from unfair government subsidies, such as tax breaks and discounted land and raw materials.

    The coalition said in a statement “The import data clearly demonstrate that the volume of Chinese and Indian stainless steel flanges sold in the US has increased significantly this year, and that the foreign producers of these subsidized and dumped imports have taken sales directly from US manufacturers.”

    Source : Strategic Research Institute
  16. forum rang 10 voda 23 augustus 2017 16:55
    Stainless steel coaches can lower impact of train mishaps - ISSDA

    PTI reported that the Indian Stainless Steel Development Association said that rail coaches made of stainless steel instead of carbon steel can minimize the impact of train accidents. ISSDA, referring to recent train accident in Muzaffarnagar that claimed 22 lives, said “If all the railway coaches in the country could be made of stainless steel instead of carbon steel, it can bring down the number of lives lost in train accidents significantly.”

    It said the use of stainless steel in passenger coaches is a common practice in developed economies such as the US, Canada, Brazil, Japan, Korea and Australia and in many East Asian countries.

    It said “Stainless steel coaches also ensure safety and reliability through super fire and corrosion resistance, the association said, adding that the intrinsic weight of vehicle decreases, thereby increasing its load carrying capacity and fuel efficiency.”

    It added “In case of accidents, stainless steel undergoes lesser deformation, which further helps in rescue operations.”

    The association said Indian Railways, at present, is using stainless steel coaches in LHB designs only for Rajdhani, Shatabdi and other premium trains. LHB coaches are designed to be anti-telescopic, which means that they do not pile up over each other in the event of derailment. Stainless steel coaches are stronger and absorb more energy during collision and they can withstand considerable impact without fracturing.

    Source : PTI
  17. forum rang 10 voda 23 augustus 2017 16:55
    United Stainless Steel Company restarts operations at Stainless Steel Mill

    News of Bahrain reported that United Stainless Steel Company, the Middle East’s first and only stainless steel mill, has announced that it is now fully operational after completing the plant technical maintenance and upgrade. High quality stainless steel products will be processed at the Hidd-based cold rolling mill and shipped to customers both in the GCC and worldwide. The 100,000 ton per year cold roll steel mill will include a premium product range, with items such as wide and slit coils and stainless steel sheets.

    USCO has entered into a production and sales agreement with Swiss company, Chromiumtrade SA, whereby the latter will procure the necessary raw materials, manage operations and sell the end products to its customers. USCO expects to gradually ramp up production to around 8,000 tons per month over the next 12 months. USCO stainless steel will be used for a range of products, including decoration, pharmaceuticals, home appliances and automotive industries.

    Speaking at the resumption of operations, USCO’s Chairman, Sheikh Khaled Salem Al Sabah said, “Over the last year we have made a significant investment to upgrade the mill to make its operations more eco-friendly and to restart operations. Since then we have successfully carried out the hot and cold commission tests and we are happy to note that the quality of end products from the mill meets international quality standards. We have now handed over the mill to Chromiumtrade, who will be managing the operations.”

    USCO’s workforce currently includes over 50 employees of which Bahrainis comprise 56%. The workforce will need to be tripled in size when the plant is running 24/7. This will also include team members from Tamkeen’s graduate program.

    USCO is wholly owned by Foulath, a holding company established in 2008, as an investment vehicle primarily focused on investing in the growth of the steel industry in the GCC and MENA region.

    Source : News of Bahrain
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