Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

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Leeuwenhart schreef op 20 juli 2017 18:03:

Probleem van Mittal is dat ze niet doorschakelen.Het is te vrijblijvend.Het kabbelt al jaren door zonder enige overtuiging.Het is geen groeiaandeel als een DSM of Unilever.Soms een sterke week,direct gevold door een slechte rode week.Ik lieg er niets aan.Ervaren rotten als Voda en TKB weten dat.

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knofje schreef op 20 juli 2017 18:27:

mooi he, die Chinezen krijgen overal duties aan hun broek, nou dan beginnen we toch gewoon onze eigen staalfabriek in het land zelf....In Europa zijn ze ook al binnen op deze manier.

Chinese firms shelve plans to set up stainless mill in Texas

Plans by two Chinese companies to build a new stainless steel mill in the US state of Texas have been shelved, according to a source at one of the companies.

Tsingshan Holding Group Co and HongWang Stainless Steel Co have stopped investigations for the project, HongWang executive vice general manager of supply and sales Zhu Mingchao said this week. He did not explain why the plans were halted.

A taxable entity named T&H Stainless was registered in Texas on May 2, 2016, and was listed as “voluntarily terminated” as of July 20, according to records logged with the Texas secretary of state’s office.

Cheryl Dai, who is listed under the entry for T&H Stainless, could not be reached for comment.

Representatives from Tsingshan did not respond to requests for comment.

Last year, rumours about the potential mill raised concerns from US market participants regarding its impact on domestic stainless cold-rolled sheet supplies and prices.

The mill was likely to have relied on a technology called tandem rolling, which has the “highest possible productivity”,according to stainless steel analyst Markus Moll

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knofje schreef op 20 juli 2017 17:58:

Sweden’s SSAB boosts Q2 earnings by 44% on higher prices

Swedish steelmaker SSAB posted a 43.61% year-on-year jump in its April-June earnings in 2017, primarily due to higher steel prices, the company said on Thursday July 20.

SSAB’s earnings before interest, taxes, depreciation and amortisation (Ebitda) reached SKr2.17 billion ($261.16 million) in the second quarter this year, up from SKr1.51 billion ($181.86 million) in the corresponding period in 2016, it said.

Higher prices resulted in the improved performance of SSAB’s European divisions, Tibnor and SSAB Special Steels.

The company’s sales increased by 18.27% year-on-year to SKr17.12 billion ($2.06 billion) in the second quarter.

Divisional performance
Ebitda at SSAB Special Steels rose by 59.66% year-on-year to SKr495 million ($59.66 million) in the second quarter of 2017, up from SKr410 million ($49.41 million) in the same period in 2016. Improved earnings were primarily driven by higher prices, higher volumes and lower fixed costs, SSAB said.0

The division’s sales increased by 21.63% year-on-year to SKr4.13 billion ($498.10 million) in the period, while shipments moved up 10% year-on-year to 304,000 tonnes.

Crude steel production fell by 20% year-on-year due to the unplanned two-week outage at the company's Oxelösund steel mill.

SSAB Europe reported a significant Ebitda increase in the second quarter, to SKr1.38 billion ($166.43 million). This was up from SKr679 million ($81.83 million) in the corresponding quarter of 2016.

The European results also improved due to higher prices, positive currency effects and better capacity utilisation rates – although the positive impact was partially offset by higher costs and lower volumes.

“SSAB Europe had a strong quarter, with good underlying demand. Realised prices improved and growth within the automotive segment remained high,” the company said.

The unit’s sales increased by 25.64% year-on-year to SKr8.38 billion ($1.01 billion), while external shipments of steel during the period were down by 2% year-on-year to 991,000 tonnes.

SSAB Americas showed an Ebitda drop of 34.95% year-on-year to SKr201 million ($24.22 million), primarily due due to higher raw materials costs and lower volumes, the impact of which was partly offset by higher prices.

The division’s sales rose by 10.45% year-on-year to SKr3.14 billion ($378.18 million) in the second quarter. External shipments of steel during the quarter were down by 14% year-on-year to 452,000 tonnes due to planned maintenance outage.

Ebitda at the company’s Nordic and Baltic Sea distribution arm Tibnor increased to SKr88 million ($10.61 million) in the April-June of 2017, up by 46.67% year-on-year.

The division’s sales rose by 13.02% year-on-year to SKr2.06 billion ($247.90 million). Sales rise was triggered by higher prices, while shipments dropped by 4% year-on-year.

Finally, Ruukki Construction reported Ebitda of SKr97 million ($11.69 million) in the second quarter of 2017, down by 14.91% year-on-year, due to lower margins, which was partly offset by higher volumes.

However, the division’s sales increased by 6.02% year-on-year to SKr1.53 billion ($184.51 million).

Outlook
SSAB’s target of reducing its net debt by SKr10 billion ($1.21 billion) between the end of the first quarter of 2016 and the end of 2017 “is progressing according to plan”, the company said.

It plans to achieve about SKr1.7 billion ($204.88 million) of net cashflow during the second half of 2017.

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Voornu schreef op 20 juli 2017 18:01:

Ongelofelijk dat alle speculanten (geen beleggers) in dit forum zich zo druk maken over een koersverschil van circa €0,69. In het pre RS tijdperk was de fluctuatie naar boven en beneden regelmatig €0,23 per aandeel per dag en maalde niemand erom. Ik lees bij stijgende koersen de nodige hosanna teksten en bij een iets dalende koers allemaal paniekverhalen. Vervolgens wil iedereen van zijn stukken af en zuigen de grote beleggers al deze stukken op om straks lekker te cashen.

Het gros in dit forum is schijnbaar speculant maar zeker geen belegger. Daar hoeft niets mis mee te zijn maar om nu zo paniekerig te doen over een klein koersverlies. Voor de RS was dit dagelijkse kost.

Groet Voornu

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gpjf schreef op 20 juli 2017 19:23:

ik zie in de VS 25,80 op de borden staan en heb dat omgerekend met de abnamro valutacalculator en kom dan op 22, 43 . Dat zal wel niet kloppen maar zie hem wel weer omgerekend hoger staan bij beursgorilla op 22, 25 .