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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

  • 23,640 24 apr 2024 17:35
  • +0,170 (+0,72%) Dagrange 23,550 - 23,950
  • 2.185.626 Gem. (3M) 2,5M

Arcelor mittal mei 2018

1.357 Posts
Pagina: «« 1 2 3 4 5 6 ... 68 »» | Laatste | Omlaag ↓
  1. ijzervreter 2 mei 2018 08:53
    Steel and iron ore futures are surging
    IMAGE: SECURE.GRAVATAR.COM/AVATAR/51F68BA58E...

    DAVID SCUTT
    MAY 2, 2018, 4:36 PM
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    image: edge.alluremedia.com.au/uploads/busin...

    Photo by Kevin Frayer/Getty Images
    Chinese rebar and iron ore futures have surged on Wednesday.
    Rebar futures sit at a two-month high with iron ore contracts at a one-week high.
    The sharp rally follows the release of data showing inventory levels in China continued to decline last week.
    Chinese steel futures are surging, rising to a two-month high on Wednesday.

    And that’s dragging iron ore futures along for the rise.

    Here’s the scoreboard with a little over an hour to trade on Wednesday.

    SHFE Rebar ¥3,691 , 3.27%
    DCE Iron Ore ¥475.00 , 2.48%

    Resuming trade after a four-day break, traders wasted little time in hoovering rebar futures in Shanghai, bidding the October 2018 contract up to as high as 3,694 yuan a tonne, a level not seen since March 9.

    From March 26, it’s rallied over 16%.

    The surge in rebar had helped to lift iron ore futures in Dalian which rose to as high as 476 yuan at one point during the session.

    After five consecutive daily declines in a row, it appears unlikely that spot iron ore markets will add to that losing streak when Metal Bulletin releases its Iron Ore Index later in today’s session.

    The move in both contracts followed the release of data showing inventories of both rebar and iron ore continued to decline last week, hinting that demand is continuing to improve as the spring construction season ramps up.

    According to Thomson Reuters, citing data from Steelhome Consultancy, rebar inventories held by Chinese traders dropped to 7.13 million tonnes last week, leaving the decline from the multi-year high of 9.79 million tonnes struck in mid-March at 27.2%.

    Adding to optimism over the demand outlook, separate data revealed iron ore port inventories fell by 500,000 tonnes to 159.28 million tonnes over the same period.

    Steel and iron ore prices were hammered over March, undermined by a slower-than-expected draw in inventory levels, creating a concern over the outlook for demand.

    Those fears appear to be nothing but a distant memory at present.

    image: cm.g.doubleclick.net/pixel?google_nid...

    Read more at www.businessinsider.com.au/steel-iron...
  2. ijzervreter 2 mei 2018 09:01
    Essar Steel CoC to meet ArcelorMittal, Numetal reps ahead of bids submission

    VTB Bank-backed Numetal Consortium, which has offered to match the superior bid of ArcelorMittal, does not want to engage in a bidding war. ArcelorMittal has offered to pay off Rs 32,000 crore of the total debt of Essar Steel against Rs 18,000 crore offer made by Numetal.
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    Essar Steel CoC to meet ArcelorMittal, Numetal reps ahead of bids submission
    After the tribunal ruling, both have been given seven days to "cure" their bids.

    By ZeeBiz WebTeam
    Updated: Wed, May 02, 2018
    11:28 am
    ZeeBiz WebDesk
    RELATED NEWS
    Essar Steel sale: Numetal, ArcelorMital add riders to bids Essar Steel sale: Numetal, ArcelorMital add riders to bids
    Essar Steel sale hits another legal wall, this time in the form of Numetal Essar Steel sale hits another legal wall, this time in the form of Numetal
    Essar Steel bid: LN Mittal led ArcelorMittal India faces Rs 8,000 cr bill Essar Steel bid: LN Mittal led ArcelorMittal India faces Rs 8,000 cr bill
    NuMetal, LNM back in fray for Essar Steel? NuMetal, LNM back in fray for Essar Steel?
    Monnet Ispat lenders may take 64 pct haircut Monnet Ispat lenders may take 64 pct haircut
    Debt laden Essar Steel's committee of creditors (CoC) will hold meetings with the first-round bidders Numetal and ArcelorMittal separately to discuss eligibility issues of their resolution plans before they submit their bids this weekend, a source told DNA Money.

    "The CoC will meet ArcelorMittal today (Wednesday). It will meet Numetal on Thursday. They (lenders) are meeting them separately to discuss eligibility issues relating to their resolution plans. They will try to clarify and respond to their queries. They want to listen to them separately rather than calling them together before the 7-day deadline," said the source.

    A spokesperson from ArcelorMittal confirmed the meeting and told DNA Money; "We have always believed and continue to believe that our original offer is eligible and we look forward to having the opportunity to discuss this offer in more detail with the committee of creditors tomorrow".

    The two suitors, whose bids were found ineligible by the resolution professionals (RP), have been given an opportunity to revise their bids to remove irregularities after they approached the Ahmedabad bench of National Company Law Tribunal (NCLT).

    After the tribunal ruling, both have been given seven days to "cure" their bids. They will be submitting their revised bid this weekend.

    DNA Money has learnt that the bidders were still not clear on eligibility criteria and how they should go about revising their bids to acquire the assets of Essar Steel.

    VTB Bank-backed Numetal Consortium, which has offered to match the superior bid of ArcelorMittal, does not want to engage in a bidding war. ArcelorMittal has offered to pay off Rs 32,000 crore of the total debt of Essar Steel against Rs 18,000 crore offer made by Numetal.

    As part of the eligibility criteria, Numetal would also have to resolve the issue of "connected party" that arises from Rewant Ruia being part of the consortium through Aurora Trust. Rewant Ruia, son of Ravi Ruia, was the promoter of Essar Steel that has been put on the block. This makes him ineligible to bid for the Hazira-based steel firm as it breaches the Section 29A of Insolvency and Bankruptcy Code (IBC).

    "They (Numetal) need to seek clarification on what kind of partners can be brought in after dropping Rewant Ruia. Whether curing also involves getting in new partners in the bidding process. That is not very clear. They also want to understand whether after they match their bid with ArcelorMittal they will win the bid or there would be a counter bid," said the source.
  3. ijzervreter 2 mei 2018 09:14
    quote:

    nieneute schreef op 1 mei 2018 22:20:

    ah ik hou al lang geen rekening meer met wat de VS brengt en volg mijn eigen koers .:-)p...en ik hap ook niet zo gauw als er mij een wortel word voorgehouden :-).....
    Lijkt mij een goed plan. Er is overdreven aandacht voor AK en die andere VS producenten, maar qua bedrijfsvoering en overtuigingskracht halen die het niet bij Mittal! Het is gewoon geen goed vergelijkingsmateriaal. Als je kijkt naar het afgelopen jaar is Mittal gewoon veel verder in het herstel. Mittal is wereld klasse en die Amerikanen lopen op dit punt echt achter de feiten aan.

    Ik heb ook eens zitten kijken naar de jaarrekening van Aperam. Die hebben nauwelijks VS exposure (veel fabrieken in Europa (en Brazilië lijkt een deal te hebben met de VS, dus daar ligt ook geen probleem)) en toch hebben ze flink moeten inleveren op de koers.
    Een dark horse zou ik bijna zeggen. De afgelopen twee jaar presteren ze in de luwte en hebben de interne processen goed op orde (strakke discipline mbt afbouwen schulden) en hebben recent weer een aankoop gedaan, die direct winst toe gaat voegen.
  4. forum rang 6 gpjf 2 mei 2018 09:19
    Die daghandel verziekt de opwaartse trend, iedere keer een paar centen erbij en dan weer er af. Hopelijk schieten we weer eens echt naar boven want AM is toch geen aandeel wat het van een paar centjes er bij of af moet hebben. ( beetje frustratie want ik zit al te lang op op 28,585 te wachten hahaha)
  5. ijzervreter 2 mei 2018 09:24
    Trump trade adviser: All countries exempted from steel tariffs will face quotas
    By MEGAN CASSELLA 05/01/2018 06:02 PM EDT

    Every country granted an exemption from President Donald Trump's tariffs on steel and aluminum imports will face an import quota and other restrictions, White House trade adviser Peter Navarro said Tuesday.

    "The guiding principle of this administration, from the president down to his team, is that any country or entity like the European Union, which is exempt from the tariffs, will have a quota and other restrictions," he said at a meeting of steel industry executives hosted by the American Iron and Steel Institute and the Steel Manufacturers Association.

    Navarro added such measures "are necessary to defend the aluminum and steel industries from imports in defense of our national security."

    The line earned Navarro applause from the steel executives and manufacturers, who support Trump's steps to restrict the imports under a little-used trade law known as Section 232. Just hours before, Trump had decided to grant Canada, Mexico and the European Union an additional 30 days to work out deals to avoid the penalties — a move that John Ferriola, the CEO of Nucor Corp., earlier labeled "disappointing."

    But the continued focus on quotas and other restrictions is unlikely to be well-received by Canada, Mexico and the EU, which have repeatedly stated that they expect a full exemption from the duties.

    Without an extension from Trump, those nations and others that have worked out preliminary deals with the administration would have been hit with tariffs of 25 percent on steel exports to the U.S. and 10 percent on aluminum at midnight.

    "Frankly, we're disappointed," Ferriola, who also serves as chairman of AISI, said at a press conference before Navarro's remarks. "We were hoping for the actions to be taken yesterday."

    The additional 30-day delay, he added, "is giving these countries that have been dumping into our country another month to get their steel into our country before their tariffs or quotas go into effect."

    Still, he and Navarro both noted that this extension is the last, and agreements must be worked out by the new deadline of June 1, or the tariffs will go into effect.

    For Canada, Mexico and the EU, Navarro's emphasis that any country escaping the tariffs would face quotas and other restrictions — a line he repeated twice and that he said was the reason he allowed media access — signals the administration’s intention to telegraph its hardball approach.

    But Canada and Mexico, which each send more than half their steel production each year into the United States, have repeatedly said that they expect a full exemption from the duties and will not pay a tariff or agree to a quota.

    Ferriola said it's possible that Canada and Mexico could make adequate changes via the updated NAFTA agreement, which is currently being negotiated, in a manner that would "serve the same purpose" as the tariffs.

    For the EU, however, no such negotiations are underway, and it remains unclear what can be worked out in the next 30 days. The 28 nations that make up the bloc serve as the largest single supplier of steel to the U.S., sending $6.2 billion across the Atlantic last year.

    Workers at a German automobile plant are pictured. | Getty Images
    Trump grants key U.S. allies an extra month of tariff relief
    By MEGAN CASSELLA
    The European Commission has already criticized Trump for simply delaying the duties, rather than canceling them outright.

    "The U.S. decision prolongs market uncertainty, which is already affecting business decisions," the Commission said in a statement.

    The White House on Tuesday defended the president's decision to provide more time, saying the negotiations had been extended because "we've seen some progress."

    "I'm not going to get ahead of what that may look like, but we have 30 days to continue in those negotiations, and hopeful that we can get something that works for everybody," White House press secretary Sarah Huckabee Sanders said at a briefing.

    Dat is wel lekker voor producenten in de VS. Dus ook voor AM.
  6. ijzervreter 2 mei 2018 09:29
    quote:

    gpjf schreef op 2 mei 2018 09:19:

    Die daghandel verziekt de opwaartse trend, iedere keer een paar centen erbij en dan weer er af. Hopelijk schieten we weer eens echt naar boven want AM is toch geen aandeel wat het van een paar centjes er bij of af moet hebben. ( beetje frustratie want ik zit al te lang op op 28,585 te wachten hahaha)
    De Engelse grondstoffen jongens gaan lekker (Glecore +2.2 pct, en de anderen ook ruim 1.5 pct meer). Blijkbaar moet AM nog even in beeld komen. Het komt vast goed vandaag. Er is in de plaatjes (bijv van Arend Jan) een duidelijke correlatie tussen de IRon ore prijzen en de aandelenwaarde van AM.
  7. forum rang 7 rene l 2 mei 2018 09:54
    Gisteren was het de dag van de arbeid.
    Vandaag is het de dag van de daghandelaar.
    En op 1 juni vieren we de dag van de belegger.

    En helemaal zeker weet ik het nog niet, maar volgens mij is het nu woensdag.

    Mittal stijgt, altijd een prettig gezicht en de sfeer lijkt er goed in te zitten.

    Grootgrutters en werkslaven die slavenarbeid doen en de baas harkt een slordige 1 Miljoen binnen per maand.
    Hou je mond zegt Mark, we lullen alleen over Ralph, Paul is een trouwe belastingbetaler en we kunnen zijn miljoenen goed gebruiken in Brussel.
    Het is grofgeld en geen wisselgeld en eerlijk zullen we alles verdelen onder onze armen.

    En zo gaat het maar door, het valt niet meer te snappen.
    Ik ga er nu zo lekker op uit met de fiets, misschien kom ik onderweg snuf14 nog wel tegen in de Audi.
    En vanmiddag moet ik thuis nog hard aan het werk.
  8. joopie1980 2 mei 2018 09:58
    quote:

    rene l schreef op 2 mei 2018 09:54:

    Gisteren was het de dag van de arbeid.
    Vandaag is het de dag van de daghandelaar.
    En op 1 juni vieren we de dag van de belegger.

    En helemaal zeker weet ik het nog niet, maar volgens mij is het nu woensdag.

    Mittal stijgt, altijd een prettig gezicht en de sfeer lijkt er goed in te zitten.

    Grootgrutters en werkslaven die slavenarbeid doen en de baas harkt een slordige 1 Miljoen binnen per maand.
    Hou je mond zegt Mark, we lullen alleen over Ralph, Paul is een trouwe belastingbetaler en we kunnen zijn miljoenen goed gebruiken in Brussel.
    Het is grofgeld en geen wisselgeld en eerlijk zullen we alles verdelen onder onze armen.

    En zo gaat het maar door, het valt niet meer te snappen.
    Ik ga er nu zo lekker op uit met de fiets, misschien kom ik onderweg snuf14 nog wel tegen in de Audi.
    En vanmiddag moet ik thuis nog hard aan het werk.

    Slavenarbeid.....
    Gisteren even met de kids in het tropenmuseum geweest, word je toch weer even met je neus op een stukje treurige Nederlandse geschiedenis gedrukt.
  9. ijzervreter 2 mei 2018 10:22
    quote:

    tukker51 schreef op 2 mei 2018 10:15:

    ik zou vandaag niet te snel op de verkoopknop drukken.
    Later op de dag gaan we denk ik 28,8 opzoeken.
    Heb zelf verkooporder 28,58 opgeschoven.
    Nu verkooporders op 28,78 en 28,88
    Eens! De londense jongens stijgen ook de pan uit. +2.2 en 3.0 pct. Rio Tinto, Glencore Billiton Anglo.
    Dan hebben we nog iets te goed. Op naar de 28.80 vandaag.
  10. The voice 2 mei 2018 11:11
    AMG rijst de pan uit qua koersstijging. Prachtig.

    Ik denk dat Arcelor de verwachting ook gaat overtreffen.

    Anders was er nooit sign off gegeven op biedingen van grote fabrieken in India etc.

    Van wat ik er van gezien heb zijn de analisten en -consensus verwachtingen niet overdreven hoog, dan moet dat een positieve wending gaan nemen.

1.357 Posts
Pagina: «« 1 2 3 4 5 6 ... 68 »» | Laatste |Omhoog ↑

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