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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

  • 22,020 7 jul 2022 15:43
  • +1,370 (+6,63%) Dagrange 21,100 - 22,165
  • 2.946.419 Gem. (3M) 5,1M

ARCELOR MITTAL SEPTEMBER 2020

404 Posts
Pagina: «« 1 ... 16 17 18 19 20 21 »» | Laatste | Omlaag ↓
  1. forum rang 4 Stokely 28 september 2020 20:36
    quote:

    de volharder schreef op 28 september 2020 20:16:

    [...]
    Ik heb je vandaag niet gezien op het forum. Opvallend!. Dat overkomt je geregeld als de koers van Arcelor flink in de plus gaat en blijft.
    Ben er niet rouwig om, blijf maar definitief weg dan zijn we verlost van allerlei berichten die niets toevoegen behoudens ergernis.
    Ps. Of had je andere bezigheden?
    Die zie je van de week weer als het ff rood wordt! Staat mooi dat rood bij zijn mooie rode puntmuts!
  2. forum rang 10 rationeel 29 september 2020 01:59
    De staalgroep ArcelorMittal verkoopt haar Amerikaanse activiteiten aan Cleveland-Cliff voor 1,4 miljard dollar (1,2 miljard euro). Daarnaast nemen de Amerikanen 2 miljard dollar schulden over.

    Op de Amsterdamse beurs werd de deal enthousiast ontvangen. Het aandeel spurt bijna 10 procent hoger, omdat de koper zes maal de bedrijfskasstroom betaalt en daardoor een hogere waardering kleeft op de Amerikaanse tak dan verwacht.

    Bovendien gaat ArcelorMittal, dat vestigingen heeft in Gent en het Luikse staalbekken, nagenoeg het volledige cashgedeelte van de deal (505 miljoen dollar) uitkeren aan zijn aandeelhouders door eigen aandelen in te kopen. De inkoopperiode loopt tot maart volgend jaar. De verkoop is een opsteker voor de aandeelhouders van ArcelorMittal. Want het aandeel is sinds begin dit jaar 34 procent in waarde gedaald.

    'Met deze desinvestering komt ArcelorMittal zijn belofte na om 2 miljard dollar aan niet-kernactiviteiten te desinvesteren', zegt ING-analist Stijn Demeester. Bovendien versterkt de Europese staalreus op die manier zijn balans.

    Minderheidsbelang
    ArcelorMittal verdwijnt niet helemaal uit het kapitaal van zijn Amerikaanse dochter. Want de Europese staalgigant wordt vergoed door een combinatie van aandelen, preferente aandelen en cash. De staalreus ontvangt voor ArcelorMittal USA naast een half miljard dollar aan cash ook 78,2 miljoen gewone aandelen Cleveland-Cliffs en voor 373 miljoen dollar preferente aandelen Cleveland-Cliffs.

    Dat betekent dat ArcelorMittal een minderheidsbelang houdt en kan profiteren van stijgende resultaten en synergieën. Die kostenbesparingen schat Demeester op 150 miljoen dollar per jaar.

    Vorig jaar was de Amerikaanse tak van ArcelorMittal goed voor 18,6 miljard dollar omzet, of een kwart van de groepsomzet.
  3. forum rang 10 voda 29 september 2020 06:28
    Beursupdate: AEX op Wall Street

    (ABM FN-Dow Jones) Op Wall Street zijn maandag zes van de negen AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam lager gesloten.

    Aegon (-2,14%)
    ArcelorMittal (+0,21%)
    ASML (+1,03%)
    Galapagos (-0,25%)
    ING Groep (+1,06%)
    Philips (-0,38%)
    RELX (+0,04%)
    Royal Dutch Shell (-0,38%)
    Unilever (-0,49%)

    Euro/dollar: 1,1667

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 551,67 punten, zijn geëindigd op 550,13 punten.

    Door: ABM Financial News.
    info@abmfn.nl
    Redactie: +31(0)20 26 28 999

    © Copyright ABM Financial News B.V. All rights reserved.
  4. forum rang 10 voda 29 september 2020 07:27
    About Self-Improvement With The Sale Of Its U.S. Operations

    Sep. 28, 2020 1:07 PM ET|5 comments | About: ArcelorMittal (MT), Includes: CLF
    Stephen Simpson, CFA
    Long Only, Growth At Reasonable Price, Value, Research Analyst

    ArcelorMittal (MT) management has been trying to convince the Street for some time that it is serious about changing how it operates – instead of trying to bigger, management is focusing far more on being better, with a much greater focus on long-term capital returns from assets. Most have been skeptical about this, including me, as there seems to be one oddly questionable decision made by management to offset every good decision.

    With the Monday announcement of ArcelorMittal’s intent to sell its U.S. operations to Cleveland-Cliffs (CLF) in a cash and equity deal, I believe ArcelorMittal management has taken a very big step toward showing that it is serious. I believe the company is getting good value for suboptimal assets in a difficult market, and I like how it backs up the general idea that management is now more focused on the long-term capital returns of the business.

    I was lukewarm on ArcelorMittal back in August, as I didn’t like the company’s position as a less-than-great player in a market that I believe is not going to see a lot of pricing strength. The shares have since lagged names I preferred more (including Steel Dynamics (STLD) and Ternium (TX)), but if the indicated pre-market pop holds up, that ArcelorMittal’s relative performance will have improved meaningfully. It still won’t be my preferred name, but it’s harder to stick with a bearish argument regarding management’s vision and discipline toward making this a better steel company for the long term.

    The Deal
    ArcelorMittal and Cleveland-Cliffs have announced a transaction wherein Cleveland-Cliffs will acquire substantially all of MT’s U.S. business for an enterprise value of $3.4B. In effect, MT is getting $1.4 billion for the assets, split between $500 million in cash and $900 million in equity, with Cleveland-Cliffs also taking on associated net debt of $500 million and pension obligations of $1.5 billion.

    Cleveland-Cliffs is acquiring around 16MMT of blast furnace and basic oxygen furnace capacity, or just under 60% of ArcelorMittal’s North American steelmaking capacity. The business has meaningful leverage to auto and construction markets (two of the largest markets for steel in North America), including its Usibor and Ductibor high-strength steels for the auto market, but the production costs are high on a relative basis.

    Depending upon the assumptions you make given the data available, Cleveland-Cliffs is paying around $185 to $215/tonne, well below the replacement cost of the assets (around $900/mt), but there’s no way you’re going to get a large fraction of replacement value for blast furnace assets today. More to the point, Cleveland-Cliffs is paying around 6x full-cycle EBITDA, which I think is a great price for the assets (for ArcelorMittal) at not only a weak point in the cycle, but a weak point that could stretch on given both under-utilized capacity in the U.S. steel industry and oncoming lower-cost electric arc furnace (or EAF) capacity additions.

    Not A Complete Exit
    ArcelorMittal isn’t exactly walking away from the U.S. steel business.

    First, the company is keeping its AM/NS Calvert operations (a joint venture between MT and Nippon Steel (NPSCY)), as well as its operations in Canada and Mexico. AM/NS Calvert is a good operation, one that currently uses pretty advanced technology to finish steel slabs with a walking blast furnace, 7-stand finishing mill, and laminar cooling system for hot strip, tension leveling and laser welding for its pickling lines, and a radiant tube atmosphere controlled furnace for cold-rolled steels. In English, that means this is a high-quality, advanced plant that turns slab into advanced sheet and coated products for autos, construction, pipe/tube, and appliance markets. It’s also going to be the site for a new, advanced EAF facility that ArcelorMittal had previously announced.

    Second, ArcelorMittal will be literally invested in the ongoing success of Cleveland-Cliffs. The company will have a 16% stake in Cleveland-Cliffs that could rise to just over 25% if management ultimately chooses to convert the preferred equity into shares.

    Truth be told, I don’t know if ArcelorMittal wants to be a long-term investor in Cleveland-Cliffs. Management has already announced a $500 million buyback with this deal, and I could see management taking an opportunistic view toward selling off the equity stake over time. Ultimately, I think a lot depends upon what Cleveland-Cliffs shows its can do with the combined AK Steel and ArcelorMittal USA assets. I believe the business is going to be under ever-increasing pressure from improved EAF processes producing steel for the key auto market, but AK Steel and AM USA have some good products of their own and upgrading EAF products to the standards of the auto industry (particularly for hybrids/EVs) is not without a lot of challenges.

    The Bottom Line
    I believe that exiting the capital-intensive, less-competitive U.S. steelmaking assets, and doing so at a good mid-cycle valuation, is a good move for ArcelorMittal. It’s not necessarily a bad deal for Cleveland-Cliffs (a lot depends upon the eventual recovery in auto production and steel prices), but I believe that ArcelorMittal has taken a big step toward reducing its long-term capital intensity and upgrading its asset base through subtraction. Given the pre-market indication for the shares, I still can’t say that ArcelorMittal is my favorite idea in steel, but it does remain undervalued and I believe management has shown that it is committed to upgrading its asset base and long-term return potential.

  5. forum rang 10 voda 29 september 2020 07:30
    Cleveland-Cliffs new steel 'juggernaut' after deal, B Riley FBR says

    Sep. 28, 2020 3:39 PM ET|About: ArcelorMittal (MT)|By: Carl Surran, SA News Editor

    Cleveland-Cliffs' (CLF +10.3%) $1.4B acquisition of ArcelorMittal's (MT +10.5%) U.S. operations will create an "integrated juggernaut," making the company the largest flat-rolled steel producer in North America, says B Riley FBR analyst Lucas Pipes, according to Bloomberg.

    Cleveland-Cliffs is acquiring the business debt-free, and the deal should reduce leverage while also increasing liquidity under its asset-based lending borrowing base, says Pipes, who rates the stock as a Buy with a Street-high $10 price target.

    "The purchase price appears reasonable and synergy targets conservative," writes Cowen's Tyler Keynon; the company plans annual savings of ~$150M.

    For ArcelorMittal, Jefferies analysts say the deal marks a significant repositioning for the company in the NAFTA area and will reduce net debt, and plans to deploy some of the sale proceeds on a share buyback are positive.

    Despite today's gains, this has been a rough year for the two companies, with ArcelorMittal still off 24% YTD and Cliffs ~20% lower.
    -------------------------------------------------------------------------------------------

    Cleveland-Cliffs’ Blockbuster Steel Deal Reshapes Industry. The Stock Is Soaring.
    Published: Sept. 28, 2020 at 2:23 p.m. ET

    Voor meer, zie link:

    www.marketwatch.com/articles/clevelan...

  6. Against all odds 29 september 2020 10:23
    Na de stijgingen van gisteren vandaag op de beurs wat terugval of winstnemingen.
    Gelukkig blijft Arcelor Mittal ook vandaag nog goed liggen en zelf beetje hoger (tot nu toe dan), waarschijnlijk op het goede nieuws van gisteren.
    Nu hopen dat ook de vorige Top van 18 september zijnde 11,70 naar boven gebroken kan worden, waarna hopelijk dan de weg naar boven vrij is.
    Hoewel ik zeer tevreden ben met de koers reactie tot heden, neem
    Ik aan dat de Heren Analisten voor de 3 kwartaal cijfers nog wel hun prognoses willen aanpassen op het nieuws welke gisteren kwam.

    Het halen van de schulden reductie grens zoals nu al jaren wordt aangegeven, verdiend naar mijn mening hogere koersen dan nu op de borden staat, het lijkt mij dat in ieder geval de koers
    Verliezen sinds begin van het jaar weer goedgemaakt moeten worden.

    Voor vandaag ben ik gezien de koers van de AEX en de grote stijgingen van alle koersen gisteren als tevreden als de koers boven de 11,50 blijft staan.

    Veel succes allemaal

  7. forum rang 4 inbetween 29 september 2020 11:02
    quote:

    Against all odds schreef op 29 september 2020 10:23:

    Na de stijgingen van gisteren vandaag op de beurs wat terugval of winstnemingen.
    Gelukkig blijft Arcelor Mittal ook vandaag nog goed liggen en zelf beetje hoger (tot nu toe dan), waarschijnlijk op het goede nieuws van gisteren.
    Nu hopen dat ook de vorige Top van 18 september zijnde 11,70 naar boven gebroken kan worden, waarna hopelijk dan de weg naar boven vrij is.
    Hoewel ik zeer tevreden ben met de koers reactie tot heden, neem
    Ik aan dat de Heren Analisten voor de 3 kwartaal cijfers nog wel hun prognoses willen aanpassen op het nieuws welke gisteren kwam.

    Het halen van de schulden reductie grens zoals nu al jaren wordt aangegeven, verdiend naar mijn mening hogere koersen dan nu op de borden staat, het lijkt mij dat in ieder geval de koers
    Verliezen sinds begin van het jaar weer goedgemaakt moeten worden.

    Voor vandaag ben ik gezien de koers van de AEX en de grote stijgingen van alle koersen gisteren als tevreden als de koers boven de 11,50 blijft staan.

    Veel succes allemaal

    Ik aan dat de Heren Analisten voor de 3 kwartaal cijfers nog wel hun prognoses willen aanpassen op het nieuws welke gisteren kwam

    Zeker, gister JP Morgan houden 9. Ik denk echter dat een ieder alleen kijkt naar de kopen 14 en 18 adviezen. Ik sluit een terugval naar de 10 / hoog 9 niet uit gezien de corona perikelen, is nl niet onder controle en aantal besmettingen blijft maar oplopen wereldwijd, nog steeds.
  8. forum rang 5 Pussy 29 september 2020 11:07
    quote:

    inbetween schreef op 29 september 2020 11:02:

    [...]Ik aan dat de Heren Analisten voor de 3 kwartaal cijfers nog wel hun prognoses willen aanpassen op het nieuws welke gisteren kwam

    Zeker, gister JP Morgan houden 9. Ik denk echter dat een ieder alleen kijkt naar de kopen 14 en 18 adviezen. Ik sluit een terugval naar de 10 / hoog 9 niet uit gezien de corona perikelen, is nl niet onder controle en aantal besmettingen blijft maar oplopen wereldwijd, nog steeds.
    Hier kan ik me wel in vinden , het is nog lang niet over , ik verwacht ook een terugval indien de Corona meer vraagt .
  9. forum rang 10 voda 29 september 2020 12:19
    ArcelorMittal South Africa to restart furnace on higher steel demand

    Sep. 29, 2020 5:45 AM ET|About: ArcelorMittal South Afr... (ARCXF)|By: Niloofer Shaikh, SA News Editor

    ArcelorMittal South Africa (OTC:ARCXF) to restart the second blast furnace at its Vanderbijlpark operations in January due to increased steel demand as lockdown-affected construction projects are now being completed.

    This would add around 600K tonnes of additional annual flat steel production volumes, but exports would still be required at the current demand expectations for 2021.

    -------------------------------------------------------------------------------------------

    ArcelorMittal South Africa to restart furnace on higher steel demand
    By Reuters Staff

    2 MIN READ

    JOHANNESBURG (Reuters) - Steel producer ArcelorMittal South Africa ACLJ.J said on Tuesday it would restart the second blast furnace at its Vanderbijlpark operations in January due to higher steel demand.

    Africa's biggest steel producer, which is majority-owned by Luxembourg-based ArcelorMittal SA MT.LU, said steel demand had increased quicker than expected due to lockdown-affected construction projects now being completed, increased sales at retail outlets and running at lower stock levels prior to the nationwide lockdown.

    The company decided to idle the Blast Furnace C at Vanderbijlpark and the Vereeniging Electric Arc Furnace in July until demand recovered.

    ArcelorMittal South Africa said the restart of the furnace would add around 600,000 tonnes of additional annual flat steel production volumes but exports would still be required at the current demand expectations for 2021.

    South Africa imposed a nationwide lockdown in March which required furnaces and underground mines to temporally halt operations. Government has since eased restrictions in phases allowing the reopening of the economy and resumption of industry.

    Reporting by Tanisha Heiberg, editing by Louise Heavens

    in.reuters.com/article/arcelor-africa...
  10. Against all odds 29 september 2020 12:19
    ArcelorMittal South Africa to restart furnace on higher steel demand
    Sep. 29, 2020 5:45 AM ETArcelorMittal South Africa Ltd (ARCXF)By: Niloofer Shaikh, SA News Editor
    ArcelorMittal South Africa (OTC:ARCXF) to restart the second blast furnace at its Vanderbijlpark operations in January due to increased steel demand as lockdown-affected construction projects are now being completed.
    This would add around 600K tonnes of additional annual flat steel production volumes, but exports would still be required at the current demand expectations for 2021.
    Source
  11. forum rang 10 voda 29 september 2020 16:10
    ArcelorMittal Zenica Completes Environmental Investments to Cut Dust Emissions

    ArcelorMittal Zenica has marked the completion of two major environmental investments that will contribute to improved air quality, in a ceremony attended by senior representatives from the Federal, Cantonal and City of Zenica authorities in Bosnia & Herzegovina. A second hybrid filter has been installed in the sinter plant, cutting dust emissions from sinter machine no. 6 below 10 mg/Nm3, a level which is well within European Union standards as well as being far below the 50mg/Nm3 legal limit in Bosnia & Herzegovina.

    In 2017, ArcelorMittal Zenica became the first steel plant in the world to have industrial-scale hybrid filtration technology installed in its sinter plant. The filter technology was developed through a partnership between Danish global engineering company FLSmidth and ArcelorMIttal’s R&D team, with a team of seven researchers and six technicians working on the design and testing stages of the project.

    The ceremony also marked the completion of the installation of the secondary dedusting system in the BOF Steel plant, a EUR 5.1 million project. The process of putting the entire system into operation, and testing the equipment, is currently underway and on course for completion before the end of 2020. ArcelorMittal Zenica worked with Italian engineering company Ekoplant on the project.

    The company is also in the process of installing new gas boilers for a new combined heat and power plant that will provide greener energy to the city of Zenica, as part of a joint venture with the city of Zenica that is being built with EBRD financing. This will result in an 80% reduction in SO2 emissions from the plant, which is Zenica’s sole external provider of heating during the winter.

    Source : STRATEGIC RESEARCH INSTITUTE
  12. forum rang 10 voda 30 september 2020 06:35
    Beursupdate: AEX op Wall Street

    (ABM FN-Dow Jones) Op Wall Street zijn dinsdag zes van de negen AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam lager gesloten.

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

    Euro/dollar: 1,1741

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 548,92 punten, zijn geëindigd op 547,89 punten.

    Door: ABM Financial News.
    info@abmfn.nl
    Redactie: +31(0)20 26 28 999

    © Copyright ABM Financial News B.V. All rights reserved.
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