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Aandeel AMG Critical Materials N.V. AEX:AMG.NL, NL0000888691

  • 22,340 29 apr 2024 17:35
  • +0,460 (+2,10%) Dagrange 21,900 - 22,340
  • 164.778 Gem. (3M) 240,4K

AMG 2023

17.508 Posts
Pagina: «« 1 ... 259 260 261 262 263 ... 876 »» | Laatste | Omlaag ↓
  1. VLiTaNbase 3 mei 2023 22:40
    Investor Presentation First Quarter 2023

    Nu ook op de site van AMG-NV:
    amg-nv.com/wp-content/uploads/AMG-Qua...

    Bevat onder meer ook:
    -AMG PROVIDES CRITICAL MATERIALS AND RELATED PROCESS TECHNOLOGIES TO ADVANCE A LESS CARBON-INTENSIVE WORLD
    -QUARTERLY REVENUE DRIVERS
    -CRITICAL MATERIALS — AVERAGE QUARTERLY MARKET PRICES
    -CRITICAL MATERIALS — FULL YEAR AND CURRENT SPOT PRICES
    -PROFIT FOR THE PERIOD TO ADJUSTED EBITDA RECONCILIATION
  2. peter_36 3 mei 2023 22:44
    quote:

    Hopper58 schreef op 3 mei 2023 22:16:

    Het is alsof de paniek uitbreekt bij onze vaste AMG-lievelingen.
    Durfde je de cijfers niet aan en hebt ze verkocht?
    Zit er al in vanaf de 14 tijdens corona maar trade ook. Heerljjk aandeel maar het woordje paniek past niet bij deze prachtige cijfers. Dat weet jij net zo goed :)
  3. forum rang 7 Hopper58 3 mei 2023 22:48
    quote:

    peter_36 schreef op 3 mei 2023 22:44:

    [...]

    Durfde je de cijfers niet aan en hebt ze verkocht?
    Zit er al in vanaf de 14 tijdens corona maar trade ook. Heerljjk aandeel maar het woordje paniek past niet bij deze prachtige cijfers. Dat weet jij net zo goed :)
    Ik begrijp echt niet waar je het over hebt.
  4. forum rang 8 Calendar 3 mei 2023 22:49
    quote:

    Hopper58 schreef op 3 mei 2023 22:35:

    Het wordt nu wel heel duidelijk waar de belangen liggen van veel zgn. trouwe AMG beleggers.
    Ik ben nieuw hier. Ben wel realistisch. De markt ziet de waarde van het aandeel niet en men ziet de afhankelijkheid van de lithium business. Die gaat momenteel niet zo lekker en komt met 3 maanden vertraging in de cijfers tot uitdrukking. Volgende kwartaal zal dus minder worden. Bovendien is er dan de productiestop i.v.m. de uitbreiding van de lithium capaciteit. Q3 zal waarschijnlijk weer beter zijn i.v.m. hogere lithium capaciteit. Bovendien draait de US dan op 100% van de capaciteit.
  5. forum rang 7 Just lucky 3 mei 2023 23:04
    Kijk, dit zijn nu knalcijfers en daar daalt nabeurs Albemarle op...

    ALBEMARLE REPORTS NET SALES INCREASE OF 129% FOR FIRST QUARTER 2023

    MAY 3, 2023

    CHARLOTTE, N.C., May 3, 2023 /PRNewswire/ -- Albemarle Corporation (NYSE: ALB), a global leader in providing essential elements for mobility, energy, connectivity and health, today announced its results for the first quarter ended March 31, 2023.

    First-Quarter 2023 and Recent Highlights
    (Unless otherwise stated, all percentage changes represent year-over-year comparisons)

    Net sales of $2.6 billion, an increase of 129%
    Net income of $1.2 billion, or $10.51 per diluted share, an increase of 389%
    Adjusted diluted EPS of $10.32, an increase of 334%
    Adjusted EBITDA of $1.6 billion, an increase of 269%
    Selected U.S. lithium processing facility location in Richburg, South Carolina
    Signed definitive agreements with Mineral Resources Limited ("MinRes") to restructure the MARBL Lithium Joint Venture in Australia and separately for MinRes to invest in Albemarle's conversion assets in China
    Reached final investment decision to build Kemerton trains III & IV
    Adjusting 2023 guidance to reflect current lithium market pricing; Net sales are now expected to increase approximately 35% to 55% year-over-year and adjusted EBITDA now expected to range from (5%) to 15% year-over-year
    "Compared to last year, first quarter net sales more than doubled, adjusted diluted earnings per share more than quadrupled providing a robust start to the year," commented Albemarle CEO Kent Masters. "We see strong sales volume growth for the rest of the year but have modified our guidance to reflect softening lithium market pricing. We remain confident in the underlying market strength of our world-class asset base and our long-term growth strategy."

    2023 Corporate Outlook
    The company is revising full-year 2023 outlook to reflect current lithium market pricing. Net sales are expected to increase 35% to 55% over prior year, primarily driven by a continued global shift to electric vehicles. The year-over-year change in Adjusted EBITDA is expected to be in the range of (5%) to 15% as higher net sales are partially offset by timing impacts of higher priced inventories. The company expects to maintain positive free cash flow. The company's capital expenditures are expected to be between $1.7 billion and $1.9 billion for 2023.
  6. forum rang 7 Just lucky 3 mei 2023 23:07
    quote:

    Calendar schreef op 3 mei 2023 22:49:

    [...]

    Ik ben nieuw hier. Ben wel realistisch. De markt ziet de waarde van het aandeel niet en men ziet de afhankelijkheid van de lithium business. Die gaat momenteel niet zo lekker en komt met 3 maanden vertraging in de cijfers tot uitdrukking. Volgende kwartaal zal dus minder worden. Bovendien is er dan de productiestop i.v.m. de uitbreiding van de lithium capaciteit. Q3 zal waarschijnlijk weer beter zijn i.v.m. hogere lithium capaciteit. Bovendien draait de US dan op 100% van de capaciteit.
    Waar heb je het over...., productiestop?...draait de US...?
  7. forum rang 5 Money Never Sleeps 3 mei 2023 23:32
    quote:

    Just lucky schreef op 3 mei 2023 23:04:

    Kijk, dit zijn nu knalcijfers en daar daalt nabeurs Albemarle op...

    ALBEMARLE REPORTS NET SALES INCREASE OF 129% FOR FIRST QUARTER 2023

    MAY 3, 2023

    CHARLOTTE, N.C., May 3, 2023 /PRNewswire/ -- Albemarle Corporation (NYSE: ALB), a global leader in providing essential elements for mobility, energy, connectivity and health, today announced its results for the first quarter ended March 31, 2023.

    First-Quarter 2023 and Recent Highlights
    (Unless otherwise stated, all percentage changes represent year-over-year comparisons)

    Net sales of $2.6 billion, an increase of 129%
    Net income of $1.2 billion, or $10.51 per diluted share, an increase of 389%
    Adjusted diluted EPS of $10.32, an increase of 334%
    Adjusted EBITDA of $1.6 billion, an increase of 269%
    Selected U.S. lithium processing facility location in Richburg, South Carolina
    Signed definitive agreements with Mineral Resources Limited ("MinRes") to restructure the MARBL Lithium Joint Venture in Australia and separately for MinRes to invest in Albemarle's conversion assets in China
    Reached final investment decision to build Kemerton trains III & IV
    Adjusting 2023 guidance to reflect current lithium market pricing; Net sales are now expected to increase approximately 35% to 55% year-over-year and adjusted EBITDA now expected to range from (5%) to 15% year-over-year
    "Compared to last year, first quarter net sales more than doubled, adjusted diluted earnings per share more than quadrupled providing a robust start to the year," commented Albemarle CEO Kent Masters. "We see strong sales volume growth for the rest of the year but have modified our guidance to reflect softening lithium market pricing. We remain confident in the underlying market strength of our world-class asset base and our long-term growth strategy."

    2023 Corporate Outlook
    The company is revising full-year 2023 outlook to reflect current lithium market pricing. Net sales are expected to increase 35% to 55% over prior year, primarily driven by a continued global shift to electric vehicles. The year-over-year change in Adjusted EBITDA is expected to be in the range of (5%) to 15% as higher net sales are partially offset by timing impacts of higher priced inventories. The company expects to maintain positive free cash flow. The company's capital expenditures are expected to be between $1.7 billion and $1.9 billion for 2023.
    S
    Als ik nu een heel negatief commentaar zou willen geven , zou ik zeggen" AMG doet het slechter dan de concurentie" Zo kan je namelijk altijd een negatief aspect eruit halen. Zit zelf long. Meestal in aandelen met hogere divi-rendement , maar in dit bedrijf zie ik toekomst.
  8. forum rang 5 Fox WIld 3 mei 2023 23:37
    quote:

    Just lucky schreef op 3 mei 2023 23:04:

    Kijk, dit zijn nu knalcijfers en daar daalt nabeurs Albemarle op...

    2023 Corporate Outlook
    The company is revising full-year 2023 outlook to reflect current lithium market pricing. Net sales are expected to increase 35% to 55% over prior year, primarily driven by a continued global shift to electric vehicles. The year-over-year change in Adjusted EBITDA is expected to be in the range of (5%) to 15% as higher net sales are partially offset by timing impacts of higher priced inventories. The company expects to maintain positive free cash flow. The company's capital expenditures are expected to be between $1.7 billion and $1.9 billion for 2023.
    Die daling nabeurs is ook al bijna weer weggewerkt.

    Maar het verschil tussen AMG en Albemarle is dat AMG de outlook 2023 in stand houdt ( en de langjarige outlook zelfs met 30% verhoogt) terwijl Albemarle de outlook qua omzet met zo'n 15% verlaagt en qua winst met zo'n 25%.
17.508 Posts
Pagina: «« 1 ... 259 260 261 262 263 ... 876 »» | Laatste |Omhoog ↑

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