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24% dividendrendement: Fortescue Metals - ijzererts met de laagste kostprijs

47 Posts
Pagina: «« 1 2 3 »» | Laatste | Omlaag ↓
  1. Da Freeze 27 september 2021 13:03
    quote:

    DeZwarteRidder schreef op 21 september 2021 21:14:

    De marketcap van dit 'bedrijfje' is 45 miljard AUD bij een netto winst van ca 10,3 miljard AUD.

    De K/W is dus ruim 4.
    Dat is uiteraard een gunstige overweging om aan te kopen. Hoe kan het dat een bedrijf met deze omzetten en winst zo`n lage K/W verhouding heeft? Bij een K/W van 15 zou het aandeel rond de A$80 waard moeten zijn.

    Trouwens, je kan deze aandelen ook oppikken op de OTC (symbool: FSUGY). Daar is de koers in US$ maal 2.
  2. forum rang 10 DeZwarteRidder 27 september 2021 13:09
    quote:

    Da Freeze schreef op 27 september 2021 13:03:

    [...]Dat is uiteraard een gunstige overweging om aan te kopen. Hoe kan het dat een bedrijf met deze omzetten en winst zo`n lage K/W verhouding heeft? Bij een K/W van 15 zou het aandeel rond de A$80 waard moeten zijn.

    Trouwens, je kan deze aandelen ook oppikken op de OTC (symbool: FSUGY). Daar is de koers in US$ maal 2.
    Er is geen enkele goede reden te vinden voor de lage koers en K/W.

    De schuld van het bedrijf kan per direct worden afgelost met het kasgeld.
  3. forum rang 10 DeZwarteRidder 28 september 2021 07:49
    DeZwarteRidder
    12 oktober 2017 17:15
    Het goedkoopste 'ijzer-aandeel' is Fortescue Metals. Het geld stroomt met miljarden binnen bij dit bedrijf, schulden zijn bijna afbetaald. De kostprijs is de laagste ter wereld.
    De k/w is ca 6 en het dividendrendement is ca 5%.
    Huidige koers is 4,87 AUD.
  4. forum rang 10 DeZwarteRidder 31 oktober 2021 15:10
    Fortescue Metals Group Ltd ABN 57 002 594 872 Level 2, 87 Adelaide Terrace, East Perth, Western Australia 6004
    PO Box 6915, East Perth, Western Australia 6004 P +61 8 6218 8888 E fmgl@fmgl.com.au W www.fmgl.com.au

    December 2020
    Quarterly
    Production
    Report Update banner
    Record first quarter shipments and strong cost management

    Quarterly summary
    • Total Recordable Injury Frequency Rate (TRIFR) of 2.0 at 30 September 2021, five per cent
    lower than 2.1 at 30 September 2020. Tragically, Fortescue team member David Armstrong
    lost his life as a result of an incident at the Solomon Hub on 30 September 2021
    • First quarter iron ore shipments of 45.6 million tonnes (mt) were three per cent higher than Q1
    FY21 and a record for a first quarter
    • Average revenue of US$118/dry metric tonne (dmt) represents revenue realisation of 73 per
    cent of the average Platts 62% CFR Index and contractual realisation of 77 per cent
    • C1 cost of US$15.25/wet metric tonne (wmt) was in line with the previous quarter
    • Net debt of US$175 million at 30 September 2021 after payment of the FY21 final dividend of
    US$4.7 billion and capital expenditure of US$744 million in the quarter
    • Announced an industry-leading target to achieve net zero Scope 3 emissions by 2040
    • Established a groundbreaking co-management framework with members of Wintawari
    Guruma Aboriginal Corporation
    • Fortescue Future Industries announced the development of a green energy and green
    hydrogen manufacturing industry in Gladstone, Queensland
    • Guidance for FY22 shipments, C1 cost and capital expenditure remains unchanged.
    Fortescue Chief Executive Officer, Elizabeth Gaines, said “The health and safety of the Fortescue
    family is our highest priority and we were devastated by the death of our team member, David
    Armstrong. A fatality is a reminder of why safety is our most important focus and we appreciated
    the support shown across the mining industry. We are supporting David’s family and his team at
    Solomon at this very difficult time, and we are working with authorities to investigate the incident.
    “Across our operations, we achieved record first quarter shipments of 45.6 million tonnes and
    maintained our industry leading C1 cost of US$15.25 per wet metric tonne. Our C1 cost was in line
    with the previous quarter, reflecting our strong focus on cost management to mitigate inflationary
    pressures. Strong performance across the supply chain, together with the contribution of Eliwana
    continues to drive record operational performance.
    “Fortescue’s strategy to diversify continues to gain momentum with Fortescue Future Industries’
    (FFI) recent announcement to develop a renewable energy and green hydrogen manufacturing
    centre at Gladstone, Queensland as well as agreements with Incitec Pivot and Plug Power
  5. forum rang 10 DeZwarteRidder 13 november 2021 11:36
    Fortescue (ASX:FMG) share price climbs 5% as iron ore rebounds

    Published November 12, 10:54am AEDT

    FMG

    The Fortescue Metals Group Limited (ASX: FMG) share price is back in investor sights on Friday. This renewed attention comes after iron ore prices rebounded above US$90 per tonne overnight. Specifically, the steelmaking commodity’s futures increased by more than 5%.

    At the time of writing, shares in the iron ore producer are up 4.79% to $16.19. Yet, the Fortescue share price is still nearly 40% below its 52-week high of $26.58.

    The reason behind the rally has been attributed to articles published by the media in China outlining ways to manage the Evergrande saga. As a result, sentiment is now more positive that China will do what it can to avoid a collapse of the local real estate development sector.
    What’s moving the Fortescue share price on Friday?

    Markets have been surprisingly robust throughout the tedious timeline of China Evergrande Group and its debt payments. With around US$308 billion in total liabilities, the property developer has been in a pickle to pay interest on its borrowings. In turn, the potential unraveling of one of China’s largest companies has put pressure on some industries.

    Due to its use in construction, iron ore is susceptible to any knock-on effects if Evergrande were to collapse. Because of this, the commodity weakened yesterday as reports flowed in that Deutsche Markt Screening Agentur (DMSA) had not received Evergrande’s interest payment which had come due.

    However, more recent reports indicate the company has managed to avoid defaulting by making overdue payments before the end of an extended grace period. That’s a relief for iron ore companies such as Fortescue Metals and its share price.

    Additionally, the Chinese government now plans to slowly and carefully dismantle the property giant. This will involve separating its assets and selling them off to other Chinese companies. In taking this approach, the government hopes it will limit repercussions to home buyers and smaller businesses.

    The controlled descent could mean less of an impact on the global economy and construction. This would be a major positive for iron ore demand, as opposed to a complete collapse.

    As such, ASX-listed iron ore producers are some of the best performers on the Aussie market today. At the time of writing, shares in BHP Group Ltd (ASX: BHP) and Mineral Resources Limited (ASX: MIN) are up more than 3%. Although, the Fortescue share price is performing the strongest out of the big miners this morning.
  6. Da Freeze 15 december 2021 09:36
    Volgens mij heeft de lage koers ook te maken met een algehele globale tendens van uitsluiten van grondstof opgravende bedrijven (want het is vervuilend en slecht voor het milieu en co2 uitstoot, boe-hoehoe). Zie bijvoorbeeld dit stuk uit MorningStar en dan voornamelijk punt 2.

    www.morningstar.nl/nl/news/168370/dri...
  7. forum rang 10 DeZwarteRidder 15 december 2021 09:45
    quote:

    Da Freeze schreef op 15 december 2021 09:36:

    Volgens mij heeft de lage koers ook te maken met een algehele globale tendens van uitsluiten van grondstof opgravende bedrijven (want het is vervuilend en slecht voor het milieu en co2 uitstoot, boe-hoehoe). Zie bijvoorbeeld dit stuk uit MorningStar en dan voornamelijk punt 2.

    www.morningstar.nl/nl/news/168370/dri...
    Fortescue is geen kolenmijn en ijzer zal altijd nodig blijven.
  8. forum rang 10 DeZwarteRidder 18 januari 2022 13:51
    quote:

    Petex schreef op 21 september 2021 21:05:

    Ik begrijp dat dit bedrijf schandalig “overpriced” is…..
    Leuk als je je dividend in moet leveren door 50% koersdaling…
    Staat nergens geschreven hoe vol die vrachtwagens zitten zeker… ;-)
    Ondertussen is Fortescue met ca 50% gestegen.
47 Posts
Pagina: «« 1 2 3 »» | Laatste |Omhoog ↑

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