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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

  • 23,800 18 apr 2024 17:35
  • +0,290 (+1,23%) Dagrange 23,560 - 23,960
  • 2.676.573 Gem. (3M) 2,4M

Arcelor Mittal - juli 2022

650 Posts
Pagina: «« 1 ... 13 14 15 16 17 ... 33 »» | Laatste | Omlaag ↓
  1. forum rang 7 mvliex 1 12 juli 2022 13:26
    quote:

    lefreaks schreef op 10 juli 2022 16:05:

    [...]
    Er zijn nu in ieder geval 2 short posities bekend: 0,5% van Marshall Wace en 0,5% van D.E. Shaw + Co. Alles onder de 0,5% hoeft niet bekend gemaakt te worden, dus de short posities zitten tussen 1% en 5,92%: shortsell.nl/short/ArcelorMittal/all/...
    En weer afgebouwd door Marshall Wace.

    shortsell.nl/short/ArcelorMittal/30
  2. staalfreak2 12 juli 2022 19:00
    “Best Store of Value”: 10 Commodity Stocks to Buy on the Dip
    Hamna Asim
    Mon, July 11, 2022 at 6:38 PM
    In this article:

    MT +2.72%

    In this article, we discuss 10 commodity stocks to buy on the dip. If you want to see more commodity stocks in this selection, check out 5 Commodity Stocks to Buy on the Dip.

    finance.yahoo.com/news/best-store-val...

    9. ArcelorMittal S.A. (NYSE:MT)
    Number of Hedge Fund Holders: 20



    YTD Share Price Decline as of July 8: 31.10%

    ArcelorMittal S.A. (NYSE:MT) is a Luxembourg-based integrated steel and mining company that operates in Europe, North and South America, Asia, and Africa. On June 9, the company completed its $1 billion share buyback program. ArcelorMittal S.A. (NYSE:MT) stock has declined over 31% year to date as of July 8.

    ArcelorMittal S.A. (NYSE:MT) reported on July 8 that it is restarting steel exports to Russia from its ArcelorMittal Temirtau mill in Kazakhstan, which is in compliance with the Western sanctions on the recipient. In 2021, the company supplied 150,000 metric tons per month to Russia, which resulted in a revenue of $1.6 billion. The resumption of exports is a positive catalyst for ArcelorMittal S.A. (NYSE:MT).

    Deutsche Bank analyst Bastian Synagowitz on July 7 maintained a Buy rating on ArcelorMittal S.A. (NYSE:MT) but lowered the price target on the shares to $39 from $53. According to the analyst, the company faces cyclical risks but a "trough" enterprise value and shareholder return prospects "remain supportive". The analyst forecasts that ArcelorMittal S.A. (NYSE:MT) will post "another solid quarter", due to its robust mining performance in Brazil and Europe.

    Among the hedge funds tracked by Insider Monkey, 20 funds reported owning stakes in ArcelorMittal S.A. (NYSE:MT) at the end of Q1 2022, up from 17 funds in the preceding quarter. Rajiv Jain’s GQG Partners held the biggest stake in the company, comprising 8.6 million shares worth $275.80 million.

    Here is what Voss Capital has to say about ArcelorMittal S.A. (NYSE:MT) in its Q4 2021 investor letter:

    “ArcelorMittal is a global integrated steel producer trading at around 2x EBITDA which will likely generate over 50% of their market cap in free cash flow in the next 8-10 quarters. This is after a period of substantial deleveraging which now allows the company to use FCF primarily towards share buybacks. We also believe the company’s numerous joint ventures have an underappreciated $10+ billion of value. When accounting for this, we believe MT is even cheaper on a price/tangible book basis (~0.4x).

    If the company can simply maintain its multiple while returning most, if not all, that FCF to shareholders in the form of buybacks, we believe 50%+ upside is conservative. Given the company’s deleveraged balance sheet, even if steel pricing and profitability decline materially, we believe the downside will be limited as historically MT trades in a range of 5-7x EBITDA versus the current 2x.”

    ArcelorMittal MT recently acquired an 80% shareholding in voestalpine’s Hot Briquetted Iron (‘HBI’) plant located near Corpus Christi, TX, post the receipt of customary regulatory approvals.

    The acquisition values the Corpus Christi operations at $1 billion. The plant is one of the biggest of its kind in the world. It has an annual capacity of two million tons of HBI, which is a premium, compacted form of Direct Reduced Iron (“DRI”) designed to overcome issues linked with shipping and handling DRI.

    The transaction improves ArcelorMittal’s ability to manufacture the high-quality input materials required for low-carbon emissions steelmaking and reinforces its position as a world leader in DRI production.

    Shares of ArcelorMittal have declined 23.7% in the past year compared with the 20.9% fall of the industry.

    The company, in its last earnings call, stated that it now envisions global apparent steel consumption to decline by up to 1% in 2022 compared with the previous guidance of an increase of up to 1%. The longer-term fundamental outlook for steel is positive. China is also focusing on decarbonization and removing VAT rebates on steel exports. Actions taken by governments to protect against the threats of unfair trade are also encouraging.
  3. forum rang 10 voda 13 juli 2022 06:14
    Beursupdate: AEX op Wall Street

    Door ABM Financial News op dinsdag 12 juli 2022
    Views: 4.106

    (ABM FN-Dow Jones) Op Wall Street zijn dinsdag zeven van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam lager gesloten. Shell was de enige stijger.

    Aegon (-0,65%)
    ArcelorMittal (-0,65%)
    ASML (-0,41%)
    ING Groep (-0,81%)
    Philips (-0,12%)
    RELX (-0,58%)
    Royal Dutch Shell (+0,48%)
    Unilever (-0,23%)

    Euro/dollar: 1,0036

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 670,68 punten, zijn geëindigd op 669,66 punten.

    Bron: ABM Financial News
  4. forum rang 10 voda 13 juli 2022 06:45
    AMNS India to Investing in Zero Liquid Discharge Project at Hazira

    Strategic Research Institute
    Published on :
    13 Jul, 2022, 5:24 am

    Arcelor-Mittal Nippon Steel India has announced INR 273 crore investments for zero liquid discharge into the Tapi estuary in Surat district from its steel plants at Hazira. While the 14 km-long zero liquid discharge system is being set up at an investment of INR 77 crore, INR 173 crore has been earmarked for the initial phase of an environment improvement roadmap plan, apart from INR 12 crore for planting 360,000 trees in the Hazira plant complex. AM/NS India Executive Director Mr Santosh Mundhada said "AMNS is committed to the best environmental norms and adopting green practices at our Hazira plant. We have undertaken various environmental improvement related projects which are in line with the global steel manufacturing standards.”

    The zero liquid discharge system will cover the entire Hazira plant, and is aimed at eliminating liquid waste by enabling reuse of the entire treated effluent with RO units. Contracts related to civil works and other contracts have already been awarded, and the system is expected to be completed by March 2023. The plants covered in the first phase include Steel Making Plants 1 & 2, Hot Strip Mill, CRM-DSC, ASU, DRI 5-6, COREX 1-2, Plate mill and INOX cryogenic Air Separation Unit.
    Bijlage:
  5. forum rang 10 voda 13 juli 2022 11:32
    Sectorbericht:

    U.S. hot-rolled coil prices fall below $900 - Argus
    Jul. 12, 2022 7:17 PM ET
    Cleveland-Cliffs Inc. (CLF), X, NUESLX, MT, CRCBy: Carl Surran, SA News Editor15 Comments
    large bowl of molten metal at a steel mill. Steel production.
    lyash01/iStock via Getty Images

    Prices for U.S. hot-rolled coil fell to the lowest since December 2020, tumbling through $900/st this week, Argus reported on Tuesday, as declining raw materials costs add to downward pressure on finished steel prices.

    Argus said its weekly domestic HRC Midwest assessment fell by $44.50 to $895.50/st, while the southern assessment sank $95.50 also to $895.50/st.

    The HRC Midwest price has fallen 40% since hitting a peak of $1,500/st in April.

    Argus' weekly U.S. cold-rolled coil assessment plunged by $127.25 to $1,315/st, while the hot dipped galvanized coil assessment dropped $87.50 to $1,312.50/st.

    Potentially relevant tickers include (NYSE:X), (NYSE:CLF), (NYSE:NUE), (MT), (SLX)

    Cleveland-Cliffs is trading at attractive prices following its recent selloff, allowing investors to start buying for the long-term, Leo Nelissen writes in a bullish analysis published recently on Seeking Alpha.
  6. forum rang 4 Jelle Trader 13 juli 2022 19:22
    Arcelor Mittal,...Er zijn 'Deskundigen' die nu, na een forse aderlating, willen pretenderen dat Arcelor naar lagere regionen op weg is.

    Mijn idee:
    trek uw eigen plan en werp een blik op bijgevoegde grafiek welke juist een rebound- of forse herstelsessie aankondigt.

    'Deskundigen' die hun muntjes verdienen met abonnementjes of betaald worden om Bank producten (Turbo's, Boosters enz.) te promoten dient u met de nodige argwaan te bekijken.
  7. forum rang 10 voda 14 juli 2022 06:22
    Beursupdate: AEX op Wall Street

    Door ABM Financial News op woensdag 13 juli 2022
    Views: 5.634

    (ABM FN-Dow Jones) Op Wall Street zijn woensdag zeven van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. Aegon was met een winst van 0,9 procent de sterkste stijger. RELX was met een verlies van 0,2 procent de sterkste daler.

    Aegon (+0,9%)
    ArcelorMittal (+0,3%)
    ASML (+0,6%)
    ING Groep (+0,8%)
    Philips (+0,7%)
    RELX (-0,2%)
    Royal Dutch Shell (+0,3%)
    Unilever (+0,5%)

    Euro/dollar: 1,0057

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 665,91 punten, zijn geëindigd op 667,94 punten.

    Bron: ABM Financial News
650 Posts
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