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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

  • 23,750 26 apr 2024 17:37
  • 0,000 (0,00%) Dagrange 23,700 - 24,080
  • 2.295.626 Gem. (3M) 2,5M

Arcelor Februari 2024

141 Posts
Pagina: «« 1 ... 3 4 5 6 7 8 »» | Laatste | Omlaag ↓
  1. forum rang 10 voda 26 februari 2024 05:13
    ArcelorMittal Zenica: Financial Struggles

    Synopsis: ArcelorMittal's Zenica steel plant in Bosnia faced a challenging year in 2023, reporting a loss of 159 million Bosnian marka ($88.2 million) and a significant increase in long-term debt. Factors contributing to the losses included a decline in demand, higher electricity prices, and lower global metal prices.

    Article:

    ArcelorMittal's Zenica steel plant in Bosnia encountered financial difficulties in 2023, as revealed by its recent financial report. The plant reported a loss of 159 million Bosnian marka ($88.2 million), marking a significant setback for the company.

    Several factors contributed to the challenging financial performance of ArcelorMittal Zenica. Firstly, there was a notable 12% decrease in demand for steel products, impacting the plant's production and revenue streams.

    Additionally, the plant faced challenges from external factors such as a 20% increase in electricity prices, adding to its operational costs. Moreover, the global market witnessed a 22% decrease in metal prices, further impacting the plant's profitability.

    In response to the financial challenges, ArcelorMittal Zenica highlighted the severity of the situation. The company expressed its concerns about the prevailing market conditions and indicated a lack of optimism regarding near-term improvements.

    Despite efforts to mitigate the challenges, including the resumption of production in January after a temporary halt in November due to decreased steel demand in Europe, the plant struggled to achieve profitability.

    The financial difficulties in 2023 resulted in accumulated losses of 201 million marka for ArcelorMittal Zenica. Consequently, the company experienced a significant reduction in its capital, reflecting the severity of the financial setbacks.

    In light of these challenges, ArcelorMittal Zenica emphasized the need for strategic measures to address the financial strains and navigate through the uncertain market conditions.

    Conclusion:
    ArcelorMittal Zenica's financial struggles in 2023 underscore the complex challenges facing the steel industry, influenced by fluctuating market dynamics and external factors. With a substantial loss and mounting long-term debt, the plant faces an uphill battle to regain financial stability. As it continues to navigate through challenging times, strategic decisions and proactive measures will be crucial in securing its future viability in the steel market.

    Bron Steelguru (via email)
  2. lefreaks 26 februari 2024 12:17
    Over de periode 19 februari tot en met 23 februari 2024 zijn in totaal 1.865.775 aandelen ingekocht tegen een gewogen gemiddelde prijs van EUR 24,5049. Het gedetailleerde overzicht van deze aankoop is beschikbaar via de volgende link: PDF . Daarmee behaalde de onderneming 43% van haar totale doelstelling

    corporate.arcelormittal.com/investors...
  3. gerard45 26 februari 2024 18:59
    quote:

    Take a break schreef op 26 februari 2024 12:26:

    Ze hebben het tempo van de aandeleninkoop even flink opgeschroefd, een goed teken lijkt mij, genoeg cash (flow) voor handen!

    wie zegt dat er genoeg cash flow voor handen is ? dat was misschien zo

    jammer dat de koers er totaal niet positief op reageert,
  4. Take a break 26 februari 2024 19:16
    The actual amount of shares that will be repurchased pursuant to this new Program will depend on the level of post-dividend Free Cash Flow generated over the period (the Company’s defined policy is to return a minimum of 50% of post-dividend annual FCF), the continued authorization by shareholders, and market conditions.

    Zo staat het op de site van Arcelor.

    De koers reageert inderdaad totaal niet, wellicht vanwege de gedaalde prijzen voor staal en erts, maar de energiekosten zijn ook weer op het nivo van voor de inval in Oekraine, dus wellicht blijft de marge nog enigszins op peil.

    Ook vraag ik mij af of de aandelen worden ingekocht via de normale handel of bij een grote partij buiten de beurs om want als de aandelen via de normale handel zouden worden gekocht dan zou de koers toch meer opwaartste druk vertonen.
  5. gerard45 26 februari 2024 19:40
    o jij bedoelt, ze maken nu nog vandaag de dag veel cashflow en dus 50 % hiervan gaat direct terug naar de aandeelhouder in de vorm van buyback, , ze hebben vorige week veel aandelen terug gekocht .. dus hebben ze vorige week ook veel cashflow gegenereert, dus goed gedraaid,

    ik dacht dat ze hebben vorige periodes goed gedraaid en ze geven het nu uit aan buybacks, terwijl het vandaag de dag gewoon een stuk slechter kan zijn
  6. Take a break 26 februari 2024 19:55
    Ik denk dat ze niet extra hebben ingekocht vanwege dat ze veel cash flow genereren maar juist door de gedaalde aandelenkoers waardoor het aandeel goedkoop oogt. Maar dit kan alleen zolang ze nog genoeg cash op de plank hebben liggen om dit te kunnen doen. Stel dat ze een pauze zouden inlassen met de aandeleninkoop, dan ga je denken van misschien is dat omdat de financiele ruimte het even niet toelaat. Maar vooralsnog loopt de aandeleninkoop gestaag door en zal toch eens hopelijk tot een flink hogere koers moeten leiden.
  7. forum rang 10 voda 27 februari 2024 06:13
    Beursupdate: AEX op Wall Street

    Door ABM Financial News op maandag 26 februari 2024
    Views: 5.423

    (ABM FN-Dow Jones) Op Wall Street zijn maandag drie van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. RELX was met een winst van 0,5 procent de sterkste stijger. Shell sloot vlak en Aegon was met een verlies van 0,8 procent de sterkste daler.

    Aegon (-0,8%)
    ArcelorMittal (+0,1%)
    ASML (+0,4%)
    ING Groep (-0,6%)
    Philips (-0,5%)
    RELX (+0,5%)
    Royal Dutch Shell (0,0%)
    Unilever (-0,4%)

    Euro/dollar: 1,0850

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 852,87 punten, zijn geëindigd op 851,62 punten.

    Bron: ABM Financial News
  8. forum rang 10 voda 27 februari 2024 13:23
    Aperam herhaalt doelstelling
    27-feb-2024 13:19

    Tijdens beleggersdag.

    (ABM FN-Dow Jones) Aperam heeft dinsdag tijdens een beleggersdag zijn doelstelling herhaald.

    De fabrikant van roestvast staal verwacht nog steeds dat de aangepaste EBITDA in 2025 ongeveer 300 miljoen euro hoger uitkomt dan tussen 2016 en 2018.

    In 2023 behaalde Aperam een aangepaste EBITDA van 304 miljoen euro, tegen 1,1 miljard euro een jaar eerder.

    "De extreme margedruk blijft bestaan. De volumes weerspiegelen een industriële recessie in Europa", zei CEO Tim Di Maulo bij de jaarcijfers eerder deze maand.

    Duurzame en biogebaseerde oplossingen zijn een belangrijke drijfveer voor de groei van Aperam, zei Di Maulo dinsdag tijdens de beleggersdag, die vooral in het teken stond van duurzaamheid en de activiteiten in Zuid-Amerika.

    In 2025 moeten Recycling en Renewables daarom een groter deel van de aangepaste EBITDA omvatten dan in de periode 2016 tot 2018, dat toen slechts een fractie was.

    Verder neemt de vraag naar roestvast staal in Brazilië toe, wat een "enorm potentie" biedt in de komende jaren, zei Frederico Ayres Lima, CEO van Aperam Stainless & Electrical South-America.

    Door: ABM Financial News.

    info@abmfn.nl

    Redactie: +31(0)20 26 28 999
  9. forum rang 10 voda 28 februari 2024 04:26
    Beursupdate: AEX op Wall Street

    Door ABM Financial News op dinsdag 27 februari 2024
    Views: 3.828

    (ABM FN-Dow Jones) Op Wall Street zijn dinsdag zes van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam lager gesloten. ASML en Aegon daalden het sterkst.

    Aegon (-1,1%)
    ArcelorMittal (0,0%)
    ASML (-1,3%)
    ING Groep (-0,2%)
    Philips (-0,2%)
    RELX (+0,5%)
    Royal Dutch Shell (-0,1%)
    Unilever (-0,1%)

    Euro/dollar: 1,0844

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 852,98 punten, zijn geëindigd op 851,93 punten.

    Bron: ABM Financial News
  10. forum rang 10 voda 28 februari 2024 04:42
    ArcelorMittal Ventures: Driving Sustainable Innovation

    Synopsis: ArcelorMittal unveils its fifth investment from its Corporate Venture Capital fund, targeting Vertown, a startup specializing in waste management and traceability across the production chain.

    Article:

    ArcelorMittal, a global leader in steel production, announces its latest investment through its Corporate Venture Capital fund.

    The investment will focus on Vertown, a promising startup dedicated to managing and tracking waste throughout the entire production chain.

    Vertown's innovative approach aligns with ArcelorMittal's commitment to sustainability and environmental stewardship.

    By supporting Vertown, ArcelorMittal aims to enhance its waste management practices and minimize environmental impact across its operations.

    This strategic investment underscores ArcelorMittal's proactive approach to fostering innovation and sustainability within the steel industry.

    Vertown's expertise in waste management presents a valuable opportunity for ArcelorMittal to optimize resource utilization and drive operational efficiency.

    The partnership between ArcelorMittal and Vertown exemplifies a collaborative effort to address pressing environmental challenges while advancing technological solutions.

    Conclusion:
    ArcelorMittal's decision to invest in Vertown highlights its dedication to driving sustainable innovation and adopting responsible practices in its operations. By partnering with Vertown, ArcelorMittal aims to strengthen its waste management capabilities and contribute to a more sustainable future for the steel industry. This collaboration exemplifies the importance of corporate investment in environmentally conscious initiatives to achieve long-term sustainability goals.

    Bron Steelguru (via email)
  11. forum rang 10 voda 29 februari 2024 06:19
    Beursupdate: AEX op Wall Street

    Door ABM Financial News op woensdag 28 februari 2024
    Views: 5.297

    (ABM FN-Dow Jones) Op Wall Street zijn woensdag zeven van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam lager gesloten. Aegon was met een verlies van 1,4 procent de sterkste daler. RELX was met een winst van 0,4 procent de enige stijger.

    Aegon (-1,4%)
    ArcelorMittal (-0,4%)
    ASML (-0,3%)
    ING Groep (-0,9%)
    Philips (-0,7%)
    RELX (+0,4%)
    Royal Dutch Shell (-0,7%)
    Unilever (-0,1%)

    Euro/dollar: 1,0838

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 847,46 punten, zijn geëindigd op 844,49 punten.

    Bron: ABM Financial News
  12. forum rang 10 voda 29 februari 2024 06:35
    DB Cargo’s Innovation: Sponge Iron's Green Journey at ArcelorMittal Germany

    Synopsis:
    ArcelorMittal Germany partners with DB Cargo and Innofreight to transport sponge iron, a precursor for climate-neutral steel production, to Eisenhüttenstadt. This marks a significant step towards sustainable steel manufacturing. Plans include transitioning to electric arc furnaces fueled by green hydrogen and renewable energy, supported by government funding.

    Article:

    In a pioneering move, ArcelorMittal Germany, in collaboration with DB Cargo and Innofreight, has successfully transported sponge iron from Hamburg to Eisenhüttenstadt, laying the groundwork for climate-neutral steel production. This innovative approach aims to revolutionize traditional steel manufacturing processes by incorporating sustainable practices.

    The successful delivery of sponge iron signifies a pivotal shift towards decarbonization in the steel industry. By leveraging sponge iron as a precursor, ArcelorMittal is poised to transition its production facilities in Eisenhüttenstadt and Bremen to a more sustainable model, featuring direct reduction plants and electric arc furnaces powered by green hydrogen and renewable energy sources.

    The partnership between ArcelorMittal, DB Cargo, and Innofreight underscores a collective commitment to environmental stewardship and innovation. By utilizing specialized containers like DryTainers, designed by Innofreight, the transport process ensures both safety and efficiency, aligning with the companies' sustainability goals.

    Dr. Ralf-Peter Bösler, from ArcelorMittal Eisenhüttenstadt, emphasizes the success of the test drive and the role of specialized containers in facilitating environmentally friendly transport. This signifies a significant stride in ArcelorMittal's decarbonization journey, paving the way for future advancements in sustainable steel production.

    Pierre Timmermans of DB Cargo highlights their longstanding partnership with ArcelorMittal and their dedication to providing green logistics solutions. DB Cargo's role in facilitating environmentally friendly rail transport contributes to reducing CO2 emissions in steel production, supporting the industry's transition towards sustainability.

    Dr. Richard Schanner of Innofreight explains the innovative DryTainer system's safety and quality features, providing a reliable solution for rail transport of sponge iron. Together with DB Cargo, Innofreight offers an efficient and eco-friendly transportation solution, essential for sustainable steel manufacturing.

    Looking ahead, ArcelorMittal aims to further reduce carbon emissions by transitioning to green hydrogen and renewable energy sources in their production plants. The ongoing switch from natural gas to green hydrogen in Hamburg signifies a commitment to achieving carbon neutrality in steel production, shaping a more sustainable future for the industry.

    Conclusion:
    ArcelorMittal's partnership with DB Cargo and Innofreight represents a significant milestone in the journey towards climate-neutral steel production. By embracing innovative transportation solutions and transitioning to renewable energy sources, ArcelorMittal is spearheading the transformation of the steel industry towards a more sustainable and environmentally conscious future.

    Bron Steelguru (via email)
  13. forum rang 10 voda 29 februari 2024 06:35
    Carbon Collaboration: Petrobras & ArcelorMittal

    Synopsis:
    Petrobras and ArcelorMittal forge a partnership to explore low-carbon ventures in Brazil. The agreement focuses on assessing opportunities in renewable energy, hydrogen, and carbon capture and storage (CCS). By leveraging their expertise, the companies aim to foster sustainable development and mitigate climate change impacts through innovative business models.

    Article:

    Petrobras and ArcelorMittal Brasil have formalized a Memorandum of Understanding (MoU) to delve into potential synergies within the low-carbon economy. Their collaboration spans various sectors, including renewable energy production, hydrogen utilization, and CCS technologies, aligning with both companies' decarbonization strategies and Brazil's diversification goals.

    The partnership builds on a joint study exploring CCS hubs in Espírito Santo state, envisioning a network to capture and store CO2 emissions from diverse industrial sources. This hub model, integrating carbon capture technologies with geological storage solutions, offers a scalable approach to large-scale decarbonization, enhancing economic viability and environmental sustainability.

    Petrobras is actively scouting geological reservoirs for secure carbon storage and evaluating infrastructure readiness in Espírito Santo to support the CCS hub. The steel sector emerges as a key focus, presenting opportunities for collaboration in low-carbon initiatives, renewable energy ventures, and the development of sustainable fuels.

    Maurício Tolmasquim, Petrobras' Director of Energy Transition and Sustainability, emphasizes the significance of partnerships like this in driving Brazil's transition to a low-carbon economy. The collaboration with ArcelorMittal underscores their commitment to sustainable development and underscores the shared responsibility to address climate challenges.

    ArcelorMittal echoes this sentiment, highlighting the importance of CO2 capture and utilization in navigating towards a carbon-neutral future. With a global aim to achieve carbon neutrality by 2050, the company sees collaborative ventures with Petrobras as integral to advancing decarbonization efforts and fostering environmental stewardship.

    Conclusion
    The partnership between Petrobras and ArcelorMittal signifies a pivotal step towards advancing low-carbon solutions in Brazil's industrial landscape. By pooling resources and expertise, the companies aim to accelerate the transition to a sustainable, carbon-neutral economy, contributing to long-term environmental resilience and socio-economic development.

    Bron Steelguru (via email)
  14. forum rang 10 voda 29 februari 2024 06:38
    Acindar Halts Production Amid Recession

    Synopsis: ArcelorMittal’s Argentine steel giant Acindar suspends operations at its four plants due to a 40% sales drop caused by the country's recession. Workers will be granted leave, with no layoffs initially. The company aims to minimize the impact of reduced demand and ensure business sustainability, though the shutdown may extend if conditions don't improve, reports MercoPress.

    Article:

    Amidst Argentina's economic downturn, leading steel producer Acindar announces a temporary halt in production across its four plants from March 18 to April 15. The decision comes in response to a significant decline in sales, estimated at around 40%, primarily attributed to the country's recessionary conditions.

    Workers will undergo a leave period, and overtime will be suspended during the shutdown period, with no immediate plans for layoffs. However, the company remains open to extending the stoppage if market conditions fail to recover.

    In a statement, ArcelorMittal Acindar cites the sustained decrease in domestic market demand as the primary driver behind the production adjustment. The aim of these extraordinary measures is to mitigate the adverse effects of the economic downturn while prioritizing the well-being of its workforce.

    Facundo Velasco, Acindar's Director of Institutional Relations, expressed concern over the severity of the sales decline, emphasizing its unprecedented nature in the company's history. The sharp downturn in demand is reflective of broader economic challenges impacting various sectors, including industry and construction.

    Velasco attributes the sales drop to systemic issues beyond the company's control, highlighting the challenging business environment facing Argentine industries. The decision to halt production aims to align stock levels with reduced sales volumes, a strategic move to navigate the current economic landscape effectively.

    Established in 1942, Acindar stands as a cornerstone of Argentina's steel industry, boasting four plants strategically located across the country. With a robust distribution network spanning 125 points of sale nationwide, the company plays a pivotal role in supporting infrastructure and construction projects.

    Conclusion:
    Acindar's decision to halt production underscores the profound impact of Argentina's recession on the industrial sector. As the company navigates through these challenging times, prioritizing workforce preservation and business sustainability remains paramount.

    Bron Steelguru (via email)
  15. forum rang 10 voda 29 februari 2024 06:40
    AMKR's Steel Surge in January: Doubling Production Sparks Growth

    Synopsis:
    ArcelorMittal Krivoi Rog in Ukraine reports a remarkable increase in pig iron, iron ore concentrate, and blast furnace coke production, with outputs doubling or rising significantly year-on-year and month-on-month. These robust figures signify a substantial expansion in steel manufacturing capacity, reflecting positive growth trends in the region's industrial sector.

    Article:

    In a noteworthy development, ArcelorMittal Krivoi Rog (AMKR) in Ukraine has witnessed a remarkable surge in steel production, as reported by Ukrainian media. In January, pig iron output soared twofold to 149,000 metric tons, marking a significant milestone for the steelworks.

    The surge in pig iron production was complemented by impressive gains in other key areas of steel manufacturing. Iron ore concentrate production recorded a substantial 70% increase, reaching 552,000 metric tons, while blast furnace coke production surged by 80%, totaling 85,000 metric tons.

    Notably, AMKR also achieved notable milestones in secondary steel production, with 72,000 metric tons of roll and 76,000 metric tons of crude steel produced in January. These figures represent a substantial increase compared to the same period last year, indicating robust growth and operational efficiency.

    The positive momentum continued into the following months, with January's production figures showcasing notable month-on-month increases across various steel output categories. Pig iron, iron ore concentrate, crude steel, roll, and coke production all registered impressive gains, underscoring AMKR's resilience and adaptability in meeting market demands.

    Despite challenges in the previous year, AMKR's overall performance in 2023 demonstrated resilience amid evolving market dynamics. While certain steel output categories experienced slight declines, such as steel roll and crude steel, the company's iron ore concentrate production saw a marginal increase, reflecting operational stability amidst fluctuating market conditions.

    ArcelorMittal Krivoi Rog remains a cornerstone of Ukraine's steel industry, specializing in the production of long products, including rebar and wire rod. With its robust production capabilities and commitment to operational excellence, AMKR continues to play a pivotal role in driving economic growth and industrial development in the region.

    Conclusion:
    The remarkable surge in steel production at ArcelorMittal Krivoi Rog underscores the company's resilience and adaptability in the face of challenging market conditions. By doubling pig iron output and significantly increasing other key production metrics, AMKR has demonstrated its capacity for growth and operational excellence. As a vital contributor to Ukraine's industrial landscape, AMKR's continued success bodes well for the region's economic prosperity and industrial advancement.

    Bron Steelguru (via email)
  16. Take a break 29 februari 2024 22:06
    De ijzerertsprijs is zojuist hoger de dag uit gegaan: + 5.6pts
    (0.65%)
    Bron: www.ig.com/au/commodities/markets-com...

    Jammer van de tik in de eindveiling (bij diverse fondsen extreem veel omzet in de eindveiling), anders waren we ook groen gesloten. Amerika dik in de plus nu, hopelijk wordt ons geliefde aandeel morgen ook eens wat meer opgepikt.
141 Posts
Pagina: «« 1 ... 3 4 5 6 7 8 »» | Laatste |Omhoog ↑

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