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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

Laatste koers (eur) Verschil Volume
23,950   -0,220   (-0,91%) Dagrange 23,900 - 24,410 1.778.550   Gem. (3M) 2,3M

Arcelor Mittal juli 2024

325 Posts
Pagina: 1 2 3 4 5 6 ... 17 »» | Laatste | Omlaag ↓
  1. lefreaks 30 juni 2024 15:41
    Laten we op de helft van het jaar meteen maar starten met een nieuw {positief} draadje.
    Volgens mij hebben we vanaf nu het laagtepunt gehad en kunnen we weer naar boven kijken. ;-)
    Het zal wel langzaam gaan, want er moeten nog bijna 30 miljoen aandelen worden ingekocht en hoe lager de koers, des te eerder ze zijn ingekocht...
  2. lefreaks 1 juli 2024 11:29
    Over the period 24 June to 27 June 2024 a total of 1,809,674 shares were bought at a weighted average price of EUR 21.7786. The detailed statement of this purchase is available at the following link: PDF. Thereby, the Company achieved 71.69% of its total target.

    corporate.arcelormittal.com/investors...
  3. forum rang 6 christo1 1 juli 2024 15:21
    Laat arcelormittal maar gestaag inkopen doen aan deze lage koersen, het scheelt al snel enkele tientallen miljoenen euro's/dollars als je die inkopen kunt doen in de range 21-22€ of als ze dit moeten doen in de range 24-26€, voor mij is het een teken van vertrouwen dat arcelormittal verder doet met het inkopen ondanks dat de staalprijs gedaald is tov Q1 2024.

    De cijfers zullen niet slecht zijn maar minder dan Q1, ben ook benieuwd hoeveel de verschillende JV gaan bijgedragen hebben aan Q2 2024 resultaat, zoals Calvert, Vama en arcelormittal/Nippon Indië.

    Mvg
  4. SteelFollower 1 juli 2024 17:41
    Het uitroken van particuliere beleggers duurt voort en het zou zomaar kunnen dat ze dit volhouden tot in de 19/20 net als in 2023 om vervolgens de weg omhoog te hervatten. Ik verwacht geen crescendo stijging tot september/oktober. Dit is en blijft een verdomd grillig aandeel die al maanden in de 21-25 achtbaan begeeft. Het heeft er alle schijn van dat het naar beneden gedirigeerd wordt om de stukken goedkoop in te kopen/slaan gebruik makende van een momenteel zwakke staalmarkt en ditto sentiment in Europa hetgeen voorlopig niet zal veranderen.
  5. forum rang 7 mvliex 1 1 juli 2024 17:56
    quote:

    SteelFollower schreef op 1 juli 2024 17:41:

    Het uitroken van particuliere beleggers duurt voort en het zou zomaar kunnen dat ze dit volhouden tot in de 19/20 net als in 2023 om vervolgens de weg omhoog te hervatten. Ik verwacht geen crescendo stijging tot september/oktober. Dit is en blijft een verdomd grillig aandeel die al maanden in de 21-25 achtbaan begeeft. Het heeft er alle schijn van dat het naar beneden gedirigeerd wordt om de stukken goedkoop in te kopen/slaan gebruik makende van een momenteel zwakke staalmarkt en ditto sentiment in Europa hetgeen voorlopig niet zal veranderen.
    Ik geloof niet zo in dat drukken om goedkoop in te kopen al moet ik toegeven dat niet zo lang geleden pas aan het eind van het inkooptraject bij Aegon de koers omhoog ging. Altijd goed voor goed inzicht is om het koersverloop te vergelijken met vergelijkbare ondernemingen.
  6. forum rang 10 voda 2 juli 2024 06:19
    Beursupdate: AEX op Wall Street

    (ABM FN-Dow Jones) Op Wall Street zijn maandag vijf van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam lager gesloten, terwijl de euro duurder werd ten opzichte van de dollar.

    Aegon (-0,53%)
    ArcelorMittal (-0,16%)
    ASML (+0,84%)
    ING Groep (+0,05%)
    Philips (-0,38%)
    RELX (-0,39%)
    Royal Dutch Shell (+0,13%)
    Unilever (-0,80%)

    Euro/dollar: 1,0740

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 923,05 punten, zijn geëindigd op 922,06 punten.

    Bron: ABM Financial News
  7. Dutchess41 2 juli 2024 11:17
    Misschien al eerder geplaatst, maar altijd leuk om goed nieuws nogmaals te lezen

    corporate.arcelormittal.com/media/wsm...

    Rating Action:
    Moody's changes the outlook on ArcelorMittal to positive from stable; affirms its Baa3 ratings

    19 Feb 2024

    Frankfurt am Main, February 19, 2024 -- Moody's Investors Service (Moody's) has today affirmed the Baa3 long-term issuer rating of ArcelorMittal (AM); the Baa3 ratings of its senior unsecured bonds; the (P)Baa3 rating of its senior unsecured MTN programme; its (P)P-3 other short term rating; and its P-3 commercial paper rating. The outlook on AM has been changed to positive from stable.
    "Today's change of the outlook to positive primarily reflects the progress AM is making in strengthening of its business profile and structurally improving its profitability, while maintaining positive free cash flow and discipline in capital allocation.", says Martin Fujerik, Moody's lead analyst for AM. "An upgrade to Baa2 would require a further evidence of the structurally improved earnings profile and sustained credit metrics improvements even in the ongoing difficult macroeconomic environment with a downside risk to steel prices.", adds Mr. Fujerik.

    RATINGS RATIONALE

    Today's rating action mainly reflects the progress AM has made in strengthening of its business profile over the past four years. Since 2020, it has achieved around $2 billion cumulative cost/mix savings achieved through various commercial and operational initiatives. Additionally, it has exited some assets with higher cash costs, while acquiring companies in countries with high growth potential and globally competitive costs, such as Companhia Siderúrgica do Pecém in Brazil in Q1 2023.
    Furthermore, in 2021 AM embarked on an ambitious organic expansion, targeting an EBITDA uplift of $1.8 billion by the end of 2026. Several of the projects in the pipeline are likely to be commissioned or reach production already this year, with a gradual ramp up of the incremental EBITDA during 2025 and 2026. However, execution risks still exist for some of the key projects, in particular the steel capacity expansion in AM's joint venture in India.
    AM has remained disciplined in capital allocation and has funded both the organic investments and the acquisitions without increasing its reported gross debt. While M&A remains a risk factor, Moody's expects that AM will refrain from large transformational deals and is unlikely to meaningfully increase its leverage through acquisitions over the next 12- 18 months.
    AM's performance in 2023 has been somewhat ahead of Moody's expectations despite the company's specific operational challenges in some of its facilities in Europe and CIS region. The still relatively high steel prices enabled the company to comfortably fund all of its investments from operating cash flow, including those for growth and decarbonization, and to maintain its credit metrics very strongly positioned in the Baa3 rating.
    Deceleration of GDP growth in 2024 could put pressure on steel prices in some countries or regions. AM further demonstrating a structurally improved profitability and cash flow generation, together with a further visibility on the success of its organic expansion, could put upward pressure on the Baa3 ratings.
    AM's liquidity is strong. At the end of 2023, it reported around $7.8 billion of cash and cash equivalents. Furthermore, it had access to an undrawn committed revolving credit facility of $5.5 billion without maintenance financial covenants. The vast majority of the facility is due in December 2025 and the Baa3 rating assumes that the company will extend the maturity well in advance of its due date. AM's debt maturity profile is well spread.

    ESG CONSIDERATIONS

    Governance considerations are among the primary drivers for this rating action. AM has remained disciplined in capital allocation and it is improving its business profile without a meaningful increase in leverage, contrary to the agency's previous expectations.

    FACTORS THAT COULD LEAD TO AN UPGRADE OR DOWNGRADE OF THE RATINGS

    Upward pressure on the ratings would build, if (1) AM could sustain its EBIT margin at least 8%; (around 8% in 2023 according to the agency's rough preliminary estimates); (2) its leverage reduced towards 1.5x Moody's-adjusted net debt/EBITDA for a prolonged period of time (roughly 1.5x in 2023); (3) Moody's-adjusted (CFO - dividends) / debt ratio remained at 30% or higher (roughly mid-thirties in % terms in 2023); (4) very strong liquidity could be maintained at all times. An upgrade would be conditional on an expectation of greater resilience to cyclical downturns supported by a financial policy sufficiently conservative to maintain debt metrics through such periods.
    Moody's could downgrade AM ratings, if (1) the company's EBIT margin (Moody's-adjusted) weakened to sustainably below 6%; (2) its leverage exceeded 2.5x net debt / EBITDA (Moody's-adjusted) on a sustainable basis; (3) its Moody's-adjusted (CFO - dividends) / debt ratio fell below 20%, (4) liquidity were to deteriorate.
  8. forum rang 5 03har 2 juli 2024 13:13
    www.business-standard.com/companies/n...

    ArcelorMittal decides against shutting its South African steel plant

    ArcelorMittal's South African division has decided against shutting its steel plant in the KwaZulu-Natal province and is working on a plan to make it viable, it said on Tuesday, more than six months after announcing its closure.
    The company's Johannesburg-listed shares fell 12.1% by 1004 GMT after a trading update said that losses would widen because of tough market conditions and disruption at its Vanderbijlpark furnaces, where it produces flat steel products.

    It expects to report a headline half-year loss per share between 0.96 rand and 1.04 rand, compared with a headline loss of 0.40 rand per share in the same period last year.

    The decision to shelve closure of the long steel operations, which produce fencing material, rods and bars used in sectors such as construction, mining and manufacturing, will save 3,500 direct jobs and thousands more indirectly, ArcelorMittal South Africa CEO Kobus Verster said on a media call.
     
    In January the South African unit of the world's second-largest steelmaker by output delayed the closure of the business by up to six months as it engaged with government and labour to resolve issues hitting profitability and to avert job losses.
     
    The board and management have decided that the business will continue to operate to allow full exploration of the short, medium and longer-term initiatives aimed at securing its sustainability, ArcelorMittal South Africa said.

    Announcing the planned closure last November, the steelmaker had blamed weak demand and infrastructure problems in Africa's most advanced economy. It also bemoaned policies that gave scrap metal an advantage over iron ore in steel production.
     
    ArcelorMittal South Africa on Monday noted some improvements in electricity generation as well as port and rail efficiencies.
     
    The non-renewal of a steel scrap export ban after it expired in December 2023 had also started to bring "greater fairness and equity into the input cost structures" between integrated steelmakers such as ArcelorMittal and scrap-based producers, the company said.
     
    The company has also obtained a 1 billion rand ($54.29 million) working capital facility to support continued operations.
  9. forum rang 10 voda 2 juli 2024 13:15
    Nippon Steel's US Steel Acquisition: Forging a Global Steel Titan

    Synopsis: Nippon Steel Corporation plans to acquire United States Steel Corporation, aiming to protect and grow US Steel while pursuing a global growth strategy.

    Updated on :
    Tuesday, July 2, 2024
    Nippon US Steel
    Source : ContentFactory

    Nippon Steel Corporation has announced its intention to acquire United States Steel Corporation, marking a significant move in the global steel industry. This strategic acquisition is designed to bolster both companies' positions in the international market while maintaining U.S. Steel's strong presence and autonomy within the United States. The deal represents a major step in Nippon Steel's ambitious global growth strategy, which includes a vision to achieve a 100 million metric ton global crude steel capacity.

    The primary purpose of this acquisition, as stated by Nippon Steel, is to protect and grow U.S. Steel within the United States. This commitment is underscored by Nippon Steel's pledge not to interfere with U.S. Steel's decisions on trade matters, including the pursuit of trade measures under U.S. law such as antidumping duty, countervailing duty, and safeguard measures. This hands-off approach extends even to cases involving unfairly traded imports from countries where Nippon Steel has operations, demonstrating a clear commitment to U.S. Steel's independence and competitiveness in its home market.

    Voor meer (en ander staalnieuws), zie link:

    www.oreaco.com/steel/nippon-steels-us...
  10. forum rang 10 voda 2 juli 2024 13:34
    Steel Giant's Green Revolution: ArcelorMittal Poland's Swietochlowice Metamorphosis

    Synopsis: ArcelorMittal Poland is investing over $9.9 million in its Swietochlowice plant. The investment includes a new regenerative thermal oxidizer and a rapid sheet cooling installation, aimed at reducing environmental impact and improving product quality.

    Updated on :
    Tuesday, July 2, 2024
    Poland
    Source : ContentFactory

    ArcelorMittal Poland, a leading steel manufacturer, is making significant strides in modernizing its Swietochlowice plant, formerly known as Huta Florian. The company has announced an investment of over $9.9 million in two major projects that will not only enhance production capabilities but also significantly reduce the environmental footprint of the facility. This move demonstrates ArcelorMittal's commitment to sustainable manufacturing and its dedication to meeting increasingly stringent environmental regulations.

    The first project, valued at over 20 million PLN, involves the installation of a new regenerative thermal oxidizer. This state-of-the-art equipment will replace two existing oxidizers, streamlining the plant's operations and dramatically reducing emissions. The new system is designed to meet the upcoming Best Available Techniques requirements, which will come into effect in January 2025. These regulations will lower the permissible concentration of volatile organic compounds from 50 mg/Nm3 to 20 mg/Nm3. Grzegorz Górka, support manager at the Swietochlowice plant, emphasizes that while the newer production line already achieves results well below these new standards, the older line requires upgrades to comply with the changing requirements.

    Voor meer, zie link:

    www.oreaco.com/steel/steel-giants-gre...
  11. forum rang 10 voda 2 juli 2024 13:37
    Steel Giants Forge Solidarity: ArcelorMittal Kryvyi Rih's Monument to Fallen Heroes

    Synopsis: ArcelorMittal Kryvyi Rih has unveiled a monument honoring employees who fought against Russian aggression and those who supported Ukraine's defense efforts.

    Updated on :
    Tuesday, July 2, 2024
    AMKR
    Source : ContentFactory

    In a poignant display of remembrance and solidarity, ArcelorMittal Kryvyi Rih, one of Ukraine's largest steel producers, has inaugurated a monument dedicated to its employees who have made the ultimate sacrifice in defending Ukraine against Russian aggression. The monument, titled "To the soldiers-employees of ArcelorMittal Kryvyi Rih eternal glory," stands as a powerful symbol of the company's commitment to its workforce and the broader Ukrainian struggle for sovereignty.

    The monument, strategically placed in a park near the management offices of the company's mining department, serves a dual purpose. It not only commemorates the fallen heroes but also pays tribute to those employees who contributed to the war effort from the home front. This inclusive approach underscores the collective nature of Ukraine's resistance, recognizing that victory requires both frontline bravery and steadfast support from civilian sectors.

    Voor meer, zie link:

    www.oreaco.com/steel/steel-giants-for...
  12. SteelFollower 2 juli 2024 15:56
    quote:

    mvliex 1 schreef op 1 juli 2024 17:56:

    [...]Ik geloof niet zo in dat drukken om goedkoop in te kopen al moet ik toegeven dat niet zo lang geleden pas aan het eind van het inkooptraject bij Aegon de koers omhoog ging. Altijd goed voor goed inzicht is om het koersverloop te vergelijken met vergelijkbare ondernemingen.
    Er zijn zeker overeenkomsten. Alleen weet je bij AM nooit wanneer het inkopen zal ophouden, dat blijft maar terugkomen. Alleen al om de koers te kunnen matigen. Dus ik moet nog zien of ze het hierbij laten na mei 2025. Het valt wel heel erg op dat ze eerder toen ze hoger stonden boven 24 euro, ze slechts mondjesmaat of zelfs een periode niet inkochten met klaarblijkelijk de rotsvaste overtuiging bij AM leiding dat de daling vanzelf weer zal inzetten om op lagere koersen weer in te kunnen kopen. Hoe je het ook wendt of keert, er komen bepaalde patronen bovendrijven die mijns inziens niet door vraag en aanbod worden geleid op de aandelenmarkt.

    Aegon heeft overigens ook een flinke smak terug gemaakt na 6,40 te hebben aangetikt paar maanden terug...
325 Posts
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