Arcelor Mittal « Terug naar discussie overzicht

Arcelor maart 2024

137 Posts, Pagina: « 1 2 3 4 5 6 7 » | Laatste
Windmee
2
quote:

Take a break schreef op 13 maart 2024 10:22:

Vooralsnog weinig enthousiasme over de nieuwe deelneming helaas, lijkt mij een mooi belang waaraan ze hun staal aan kunnen leveren.
Beleggers hebben vaak even de tijd nodig om te beseffen, misschien eindig we toch nog in het groen.
mvliex 1
2
UBS herhaalt advies voor Arcelor Mittal

Gepubliceerd door Trivano.com op 13 maart 2024 om 15:15

De analisten van UBS waren woensdag opnieuw positief over Arcelor Mittal. UBS herhaalde het advies kopen voor de aandelen van Arcelor Mittal.

Ook het koersdoel van 27,00 EUR werd door de analisten herhaald. Dat betekent dat de analisten verwachten dat de aandelen van Arcelor Mittal met 10% kunnen stijgen vanaf de huidige koers van 24,53 EUR. Daarmee is UBS heel wat negatiever dan de gemiddelde analist, die de koers van Arcelor Mittal met 25% ziet stijgen tot 30,72 EUR.

www.trivano.com/aandeel/arcelor-mitta...
voda
1
Beursupdate: AEX op Wall Street

Door ABM Financial News op woensdag 13 maart 2024
Views: 6.474

(ABM FN-Dow Jones) Op Wall Street zijn woensdag drie van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. ASML was met een winst van 0,7 procent de sterkste stijger. Aegon was met een verlies van 1,0 procent de sterkste daler.

Aegon (-1,0%)
ArcelorMittal (-0,4%)
ASML (+0,7%)
ING Groep (-0,1%)
Philips (-0,5%)
RELX (+0,1%)
Royal Dutch Shell (+0,5%)
Unilever (-0,5%)

Euro/dollar: 1,0949

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 860,33 punten, zijn geëindigd op 859,73 punten.

Bron: ABM Financial News
voda
2
A Great Purchase For ArcelorMittal

Mar 13, 2024 04:38 PM | ArcelorMittal S.A.(MT) | By: Daniel Jones

Summary
-ArcelorMittal S.A. acquires a 28.4% stake in Vallourec for €955 million ($1.04 billion).
-The acquisition brings additional value to shareholders and increases ArcelorMittal's market share in the U.S. and Brazil.
-The purchase is financially beneficial, with ArcelorMittal paying a lower price compared to its own shares and having sufficient cash on hand.
-My name is Dan Jones. I have degrees in accounting and economics, and ran a registered investment advisor for nine years. I lead the investing group Crude Value Insights.

Voor meer, zie link:

seekingalpha.com/article/4678012-a-gr...
voda
3
Worthington Steel JV TWB company signs licensing deal with ArcelorMittal Tailored Blanks

03:32 AM | (MT) | By: Arundhati Sarkar, SA News Editor

Voor meer, zie link:

seekingalpha.com/news/4079294-worthin...
mvliex 1
1
STEELBENCHMARKER PRICES March 11, 2024

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

Region: USA, East of the Mississippi
Hot-rolled band: 938 (851) -4%
Cold-rolled coil: 1223 (1109) -1%
Standard plate: 1443 (1309) -4%
Shredded scrap*: 396 [402] -11%
#1 Heavy melting scrap: 345 [351] -4%
#1 Busheling scrap: 427 [434] -9%

Region: Mainland China***
Hot-rolled band: 463 -2%
Cold-rolled coil: 553 -1%
Rebar: 441 -4%
Standard plate: 478 -1%

Region: Western Europe
Hot-rolled band: 755 {691} -3%

Region: World Export Market
Hot-rolled band: 605 3%

To receive SteelBenchmarker graphic and tabular price history, register as a "provider" at www.steelbenchmarker.com.
NOTES: E-mailed March 14, 2024 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.
mvliex 1
0
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voda
2
Beursupdate: AEX op Wall Street

Door ABM Financial News op donderdag 14 maart 2024
Views: 5.056

(ABM FN-Dow Jones) Op Wall Street zijn donderdag vier van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten.

Aegon (-1,2%)
ArcelorMittal (-0,8%)
ASML (+0,1%)
ING Groep (+0,1%)
Philips (-0,7%)
RELX (+0,2%)
Royal Dutch Shell (+0,6%)
Unilever (-0,6%)

Euro/dollar: 1,0888

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 858,75 punten, zijn geëindigd op 857,98 punten.

Bron: ABM Financial News
Take a break
0
quote:

PJ schreef op 15 maart 2024 11:34:

Het is al een tijd geld naar de Tech in Amerika
Het grootste probleem is de glijvlucht van metaalprijzen. Mocht dat weer gaan herstellen, dan kunnen wij ook weer up.
voda
3
voda
2
Beursupdate: AEX op Wall Street

Door ABM Financial News op vrijdag 15 maart 2024
Views: 5.745

(ABM FN-Dow Jones) Op Wall Street zijn vrijdag vijf van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten.

Aegon (-0,81%)
ArcelorMittal (+0,18%)
ASML (+0,65%)
ING Groep (+0,24%)
Philips (-0,02%)
RELX (+0,28%)
Royal Dutch Shell (+0,42%)
Unilever (-0,45%)

Euro/dollar: 1,0891

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 851,78 punten, zijn geëindigd op 852,24 punten.Bron: ABM Financial News
Take a break
1
Over the period 11 March to 15 March 2024 a total of 3,955,008 shares were bought at a weighted average price of EUR 24.3904. The detailed statement of this purchase is available at the following link: PDF. Thereby, the Company achieved 55.47% of its total target.
voda
2
ArcelorMittal's Tailings Triumph: MEPR's Momentous Approval

Synopsis:
ArcelorMittal Kryvyi Rih has received approval from Ukraine's Ministry of Environmental Protection and Natural Resources to construct the Map III tailings dump. The new facility will provide additional storage capacity of 29.4 million cubic meters and utilize modern technologies to protect groundwater and soil. The company plans to decommission existing tailings dumps after Map III's commissioning.

Article:

PJSC ArcelorMittal Kryvyi Rih, a full-cycle steelmaking enterprise in Ukraine, has reached a significant milestone in its expansion plans. The company has received an environmental impact assessment conclusion from the Ministry of Environmental Protection and Natural Resources of Ukraine (MEPR) for the construction of the Map III tailings dump. This approval paves the way for ArcelorMittal to proceed with the project, which aims to address the limitations of existing storage facilities.

The Map III tailings dump, with a dam crest elevation of +100.0 m, will provide an additional storage capacity of 29.4 million cubic meters for tailings. The new facility, consisting of five compartments and a guide channel, will be constructed using the advance alluvial method, allowing for simultaneous operation and dam embankment build-up.

While the construction of Map III will result in the emergence of nine fugitive emission sources, ArcelorMittal has plans to mitigate the negative environmental impact of its sludge management practices. Upon the commissioning of Map III and the full implementation of design decisions for the existing Map IV, Myrolyubivka, and Central tailings dumps, the company intends to decommission these older facilities in stages.

One of the key aspects of the Map III project is the utilization of modern technologies that ensure the protection of groundwater and soil during its operation. This commitment to environmental sustainability is a crucial factor in the MEPR's decision to grant approval for the project.

Despite the addition of Map III, the total emissions of pollutants into the atmosphere from the production activities of the tailings dump are estimated to be around 262.5 tons, excluding emissions from mobile sources. This figure highlights ArcelorMittal's efforts to minimize the environmental footprint of its operations.

ArcelorMittal's investment in its tailings management infrastructure is not limited to Map III. The company has allocated approximately $50 million for investments in the Myrolyubivka and Map IV tailings dumps between 2020 and 2024. Additionally, over $15 million has already been invested in the Central tailings dump, with construction currently underway.

Looking ahead, ArcelorMittal Kryvyi Rih has ambitious plans for 2024. Mauro Longobardo, CEO of the company, stated that they aim to increase capacity utilization, targeting 50% for the metallurgical division and the maximum possible level for the mining division.

Conclusion:
The approval granted by the Ministry of Environmental Protection and Natural Resources of Ukraine for the construction of the Map III tailings dump is a significant step forward for ArcelorMittal Kryvyi Rih. This new facility will not only provide much-needed additional storage capacity but also showcase the company's commitment to environmental sustainability through the use of modern technologies. As ArcelorMittal continues to invest in its infrastructure and optimize its operations, it remains a key player in Ukraine's steelmaking industry, contributing to the country's economic growth while prioritizing environmental responsibility.

Bron Steelguru (via email)
voda
2
Sectornieuws:

U.S. Steel bevestigt verbetering eerste kwartaal
18-mrt-2024 14:16

Overnameprooi Nippon Steel herhaalt outlook.

(ABM FN-Dow Jones) United States Steel verwacht in het eerste kwartaal weer winst te boeken en een hoger aangepast EBITDA-resultaat. Dit maakte het Amerikaanse staalbedrijf maandag bekend.

Het staalbedrijf wordt overgenomen door Nippon Steel, maar de Amerikaanse politiek lijkt in aanloop naar de presidentsverkiezingen de overname mogelijk te blokkeren. US Steel gold eerder ook als een overnameprooi voor ArcelorMittal.

Per aandeel zal de winst volgens het staalbedrijf in het eerste kwartaal uitkomen op 0,64 dollar, of 160 miljoen dollar. In het vierde kwartaal boekte het bedrijf nog een nettoverlies van 80 miljoen dollar.

Aangepast voor bijzondere posten rekent US Steel op een winst van 0,82 dollar per aandeel. Een kwartaal eerder was dit 0,67 dollar.

Het Amerikaanse bedrijf rekent op een aangepaste EBITDA van 425 miljoen dollar. In het vierde kwartaal bedroeg het aangepaste EBITDA-resultaat nog 330 miljoen euro.

Deze cijfers bevestigen de eerder afgegeven verwachtingen, stelde CEO David Burritt, en wijzen op aanhoudend sterke orders voor gewalste staalplaten in Amerika. Het segment Mini Mill blijft bovendien orders tegen betere prijzen ontvangen waardoor het kwartaal beter loopt dan het voorgaande. U.S. Steel voorziet een bijna-verdubbeling van de EBITDA voor dit segment.

Ook in Europa zal de EBITDA beter zijn dan een kwartaal eerder, door meewind in de verkoop en de energieprijzen.

Alleen het Tubular-segment, dat buizen produceert, kampt met een zwakkere vraag en dalende prijzen, hoewel het bedrijf hier nog steeds rekent op sterke marges.

Het meevallende resultaat is in belangrijke mate te danken aan een positieve impact van herwaarderingen ter waarde van 210 miljoen dollar.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999
03har
0
Reactivation of AHMSA subject to removal of 94 percent of mining subsidiary debt
Monday, 18 March 2024 23:07:06 (GMT+3) | San Diego Steelorbis.com

Mexican steel giant Altos Hornos de México (AHMSA), paralyzed since last year due to insolvency, reported that its mining arm Minera del Norte (Minosa) presented to the judge an agreement to its creditors to exit its own commercial bankruptcy and requested that they approve a removes 94 percent of the debt. Failure to do so would make restarting steel production unfeasible, the company said.

“Minosa requests the support of all its creditors for the approval of the bankruptcy agreement (...) A reduction will be applied to the unpaid balance of the corresponding common credit, for an amount equivalent to 94 percent,” AHMSA informed the Mexican stock market.

Of the rest, 1.0 percent will be paid at the time of signing the agreement and the remaining 5.0 percent over a period of 17 years with an interest rate of 9.1 percent.

According to AHMSA, the bankruptcy agreement of its mining subsidiary, in bankruptcy since March 9, 2023, is essential to allow the reactivation of the company in steel production in AHMSA (in bankruptcy since June 2023).

“Due to the extreme fragility in which the company finds itself, this restructuring scheme is the only one that gives the company financial viability to resume its operations and not have to advance to a liquidation, which would be even worse scenario than the one that is proposed and with this the operational reactivation (of AHMSA) would no longer be possible and therefore, it would not generate jobs and business opportunities for suppliers,” reported the Mexican steelmaker.

Among Minosa's main creditors is Afirme Grupo Financiero, the banking arm of Grupo Villarreal, the former owner of Siderúrgica Lázaro Cárdenas-Las Truchas (Sicartsa), the asset that ArcelorMittal bought 18 years ago, in 2006 for $1.4 billion.

Grupo Villarreal is also one of the largest steel processors in Mexico and is the uneasy partner of its business rival Grupo Collado. He is also one of those interested in buying AHMSA.

With a production capacity of 5.5 million metric tons of steel, AHMSA has total assets of $2.38 billion and total liabilities of $3.30 billion, which means a negative stockholders' equity (technical bankruptcy) of $924 million, according to the most recent public information from the company dating back to 2022.
voda
0
Beursupdate: AEX op Wall Street

Door ABM Financial News op maandag 18 maart 2024
Views: 6.051

(ABM FN-Dow Jones) Op Wall Street zijn maandag twee van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. ING was met een winst van 0,3 procent de sterkste stijger. Aegon was met een verlies van 0,8 procent de sterkste daler. Unilever en RELX sloten vlak.

Aegon (-0,8%)
ArcelorMittal (-0,1%)
ASML (-0,5%)
ING Groep (+0,3%)
Philips (-0,4%)
RELX (0,0%)
Royal Dutch Shell (+0,5%)
Unilever (0,0%)

Euro/dollar: 1,0869

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 853,76 punten, zijn geëindigd op 854,05 punten.

Bron: ABM Financial News
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Vertraagd 19 jul 2024 17:35
Koers 20,760
Verschil -0,410 (-1,94%)
Hoog 21,090
Laag 20,730
Volume 3.134.449
Volume gemiddeld 2.753.013
Volume gisteren 2.033.891

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