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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

  • 23,580 25 apr 2024 13:05
  • -0,060 (-0,25%) Dagrange 23,500 - 23,690
  • 685.440 Gem. (3M) 2,5M

Nieuws en info hier plaatsen (deel 2)

1.000 Posts
Pagina: «« 1 ... 45 46 47 48 49 50 | Laatste | Omlaag ↓
  1. forum rang 10 voda 18 september 2012 16:52
    ThyssenKrupp and Salzgitter drop after UBD downgrade

    Bloomberg reported that Germany’s biggest steelmakers ThyssenKrupp AG and Salzgitter AG fell after a downgrade by UBS AG and concerns that overcapacity will hurt the European industry.

    ThyssenKrupp dropped as much as 4.2%, the steepest slide since Aug. 2, as UBS AG said expectations for the benefits from the sale of the company’s Steel Americas unit are too high. A UBS analyst, wrote in an E mailed note, cutting ThyssenKrupp to “sell” from “neutral” that “The market got overexcited by a potential Steel Americas disposal.”

    Source - Bloomberg
  2. forum rang 10 voda 18 september 2012 16:53
    Jefferies sees EU steel demand declining by up to 5pct in 2012

    According to the forecast of Jefferies, a global securities and investment banking group, the EU's steel demand would decline by 4% to 5% in 2012 and the demand would remain soft in the foreseen future.

    The report predicted that the EU's steel demand would be at around 147 million tonnes in 2012, falling by 4% YoY and decreasing substantially by 27% from the peak in 2007.

    Meanwhile, the demand for steel flat products from automobile and machinery sectors would remain strong while the demand for steel long products from construction industry would be sluggish.

    In addition, the report pointed out that the steel prices will not rebound until the oversupply is digested.

    Source - www.yieh.com)
  3. forum rang 10 voda 18 september 2012 16:54
    Deutsche Bahn seeks ThyssenKrupp's role in rail track cartel

    Reuters reported that Mr Ruediger Grube CEO of Deutsche Bahn has demanded that ThyssenKrupp provide information about its role in a rail track cartel within the next two weeks.

    Germany's cartel office fined four rail suppliers EUR 124.5 million in July 2012 for price fixing. The decision included a EUR 103 million penalty for ThyssenKrupp and prompted Deutsche Bahn to say it will sue the cartel for damages.

    Mr Grube said that "The flow of information has been tough in the past, we have asked Thyssen to provide information within the next 14 days."

    Meanwhile, representatives from Thyssen and Deutsche Bahn are set to meet next week.

    Source - Reuters
  4. forum rang 10 voda 18 september 2012 16:55
    NZ steel firms may be forced to merge in order to survive

    Analysts predict plummeting steel prices and demand may force New Zealand's steel firms to merge in order to survive. Firms' margins have been squeezed in part because of the slowdown in China's economy which is pushing more Chinese steel into the global marketplace.

    Falling steel prices in China are putting pressure on the profitability of New Zealand's steel companies. China accounts for around half of the world's steel production and consumption. But over recent times falling domestic demand in China has prompted Chinese firms to export more steel, depressing world prices.

    The price of iron ore, used in steel making, has dropped almost a quarter in the last month, while the price of rebar, a common type of steel used in construction, has dropped by 9%.

    Mr Mark Lister head of private wealth research at Craigs Investment Partners said that New Zealand's steel companies are under pressure from these weaker steel prices. He says the recent Fletcher Building result shows their steel division is struggling more than the other parts of their business.

    Mr Lister says New Zealand is a relatively small market and when it's not growing because demand is low, there is a need for potential rationalization. He says there could be some consolidation in the industry.

    Steel prices may yet get a boost, however, given a decision by China's national planning body to invest USD 157 billion in rail and other infrastructure projects to stimulate its cooling economy.

    Source - Radio New Zealand
  5. forum rang 10 voda 18 september 2012 16:56
    BSI Steel shares drop on difficult H1 2012 profit warning

    Reuters reported that shares of South Africa's BSI Steel fell 3.3% to 58 cents after the small cap distributor of steel products warns that first half earnings will likely fall by more than 20%, citing lower margins and start up costs of new operations.

    Source - Reuters
  6. forum rang 10 voda 18 september 2012 16:57
    Argentina's crude steel output dropped by 22.4pct YoY in Aug

    According to statistics released by the industry trade group Acero, Argentina's crude steel output totaled 379,900 tonnes in August 2012, rising by 10.4% MoM from a month earlier while decreasing by 22.4% YoY, caused by the maintenances at several steel mills.

    Though the crude steel output declined by 22.4% YoY in August 2012, the domestic supply remained stable as the local enterprises had sufficient stocks.

    Meanwhile, the country's pig iron production reached 118,100 tonnes in August 2012, declining by 44.2% MoM and falling by 64.5% YoY.

    In August 2012, Argentina's output of hot rolled steel products totaled 400,500 tonnes, falling by 19.8% YoY and that of cold rolled steel products was at 122,900 tonnes, rising by 5.5% YoY.

    Source - www.yieh.com)
  7. forum rang 10 voda 18 september 2012 16:58
    USW praises Mr Obama for his commitment to US auto workers

    The United Steelworkers has praised President Mr Obama for his commitment to workers in America's auto and auto parts sector by announcing a new effort to fight Chinese unfair trade practices.

    In January 2012, the USW, joined by other unions, US Senators Mr Sherrod Brown, Mr Bob Casey, Mr Debbie Stabenow and Congressman Mr Sandy Levin, along with other leading members of Congress, highlighted a broad array of practices and policies adopted by China to promote its auto and auto parts sector to the disadvantage of foreign producers and their workers.

    Following this, 189 Members of Congress wrote to the President, asking that action be initiated by his Administration to address China's practices.

    The Administration announced that action will be initiated to address China's export subsidies, a critical component of their programs to flood the US with unfairly priced auto parts.

    Mr Leo W Gerard USW International President said that "Today's announcement makes clear the President's commitment to enforcing US trade laws and fighting for American workers. His action, coupled with other steps to fight for fair trade, are rebuilding confidence that when people work hard and play by the rules, the President will stand up for them. He's making it clear to China that their unfair, predatory and protectionist policies must end."

    It's the first action of the Interagency Trade Enforcement Center created by the President designed to act as a SWAT team to identify and end unfair foreign trade practices. The creation of the ITEC makes clear that the President doesn't view a business as usual approach as sufficient.

    Source - United Steelworkers
  8. forum rang 10 voda 18 september 2012 17:03
    ArcelorMittal North Baffin Island ore JV wins Canadian approval

    Canada's Nunavut Impact Review Board has cleared one of the largest mining operations in the country in the territory of Nunavut on the North Baffin Island, the Mary River iron ore project run by Baffinland Iron Mines Corporation (BIMC) by imposing an array of stringent requirements.

    Global steel giant ArcelorMittal is the majority shareholder in BIMC with a 70% stake while Canada's Iron Ore Holdings owns the remaining 30%.

    NIRB has stipulated 184 conditions which are mostly focused on minimizing the negative environmental and social effects of the proposed development.

    The board's decision is the outcome of a four year assessment of the project considering the environmental and social impacts of the project on the pristine northernmost territory of Nunavut in the country's Arctic region.

    The CAD 4 billion Mary River project involves construction of a massive open pit iron ore mine in the Qikiqtaaluk region of Nunavut and associated infrastructure for extraction, transportation and shipment of iron ore. The high quality iron ore deposit consists of an estimated 365 million tonnes of grade 64.66%. The project will have an estimated annual capacity of 18 million tonne, which will be suitable for direct shipping after crushing and screening. The iron ore will be transported from the mine site at Mary River to an all season deep water port in Steensby Inlet through a 150 km rail link. From the port, the ore will be loaded onto purpose built vessels with ice breaking capabilities for shipment to customers across the Atlantic.

    The construction phase of the project is estimated to be four years, and the mine will have a projected life of 21 years. The closure of the mine is expected to take 3 years after that and further monitoring will last for at least 5 years.

    Source - Canada Press
  9. forum rang 10 voda 20 september 2012 16:41
    4% gain in 3 days and the march continues in China

    Chinese steel market is all guns blazing with unimpeded escalation in price. In its inimitable style prices spike has been as mercurial as hard was the fall. Shanghai rebar’s future hit one-month highs on Wednesday by 1.6 percent at touching CNY 3638 per tonne (USD 580 per tonne).

    Even though fireworks were lit by infrastructure stimulus of USD 150 billion and QE3 in USA it rages with the approaching National Holidays as buyers make beeline for stocking. Recent QE by the Japanese bank has added to the excitement.

    Lurking fear of unsustainability refuses to recede with the core demand fundamentals remaining weak. Infrastructural projects will take time to shower benefit on the economy. At the same time mills have already ramped up production in anticipation of better demand and buying. Daily crude steel production picked up by 1.27% in the 1st 10 days of September at 1.895 million tonne per day over preceding 10 days.

    Source - Strategic Research Institute
  10. forum rang 10 voda 20 september 2012 16:42
    ArcelorMittal investeert $50 mln in Amerikaanse fabriek


    AMSTERDAM (Dow Jones)--ArcelorMittal (MT.AE) investeert $50 miljoen in vernieuwing van een fabriek in de Verenigde Staten, maakt het staalconcern woensdag bekend.

    De onderneming is van plan om in het tweede kwartaal de productie van cokes, nodig voor de productie van staal, in zijn fabriek in de stad Monessen in de Amerikaanse staat Pennsylvania weer te hervatten. De productie ligt sinds mei 2009 stil.

    Het opstarten van de productie zal 113 nieuwe banen creeren. De fabriek werd in oktober 2008 door ArcelorMittal gekocht en is in staat om per jaar 370.000 ton cokes te produceren.


    Door Levien de Feijter; Dow Jones Nieuwsdienst: +31-20-5715200; levien.defeijter@dowjones.com


  11. forum rang 10 voda 20 september 2012 16:44
    TATA Steel wins major high speed rail line order in France

    TATA Steel will supply about 50,000 tonnes of rail for the new Brittany-Loire Valley line, which will connect the cities of Le Mans and Rennes.

    The steel will be manufactured in Scunthorpe, UK, before being rolled into rail at TATA Steel’s mill in Hayange, north east France, for delivery from 2015. The order value is likely to be around EUR 50 million.

    Jean-Luc Trottin, Eiffage Rail Managing Director, said: “One of the key reasons for awarding this Letter of Intent to Tata Steel was its commitment to deliver the rail when we need it, directly to the job site of Sablé and Laval.”

    Gérard Glas, Head of Tata Steel’s Rail Sector, said: “This is our second high-speed rail project secured in the last year and is a recognition of our world-class product and service. We will be supplying rails each measuring 108 meters long for this new high speed line, giving passengers a smoother ride and reducing maintenance costs.”

    The Le Mans to Rennes rail project is one of the biggest in Europe and will be built by the French construction company Eiffage. The new line will be an extension of an existing high-speed link and will reduce travel times between Paris and Rennes by 37 minutes. The project is expected to create 10,000 jobs during the construction phase and will be completed in 2016.

    Source - TATA Steel
  12. forum rang 10 voda 20 september 2012 16:50
    Iron ore ships to rebound in H1 2012 as China spends CNY 1 trillion

    Bloomberg reported that iron ore ships are poised to earn more than operating costs for the first time this year as rates rally on speculation Chinese steel mills will accelerate imports because of a CNY 1 trillion building program.

    According to the median of eight analyst estimates compiled by Bloomberg, capsizes, each carrying 160,000 tonnes of ore, will earn USD 12,500 a day in the fourth quarter as compared with USD 4,469 on average since the end of June as assessed by the Baltic Exchange. Investors may profit by buying forward freight agreements, traded by brokers and used to bet on future costs, which are seen at USD 9,075. Ship owners need USD 7,437 to pay overheads including crew and repairs, a London based unit of Moore Stephens LLP advising the industry estimates.

    China, accounting for 65% of seaborne demand, bought the most ore in three months in August and stockpiles at ports fell for the first time since March, government and Shanghai SteelHome Information data show. Ore prices that neared a three year low on September 5th 2012 have since rallied 26% as the state announced spending on everything from subways to roads to warehouses. Increasing demand for the commodity, the second biggest cargo after oil, will help diminish a glut in shipping.

    Mr Frode Moerkedal, an analyst at RS Platou Markets AS in Oslo, said that "The CNY 1 trillion package should provide a lifeline to struggling Capsize owners. Capsizes should benefit from the investment, as they’re the main vessel class to ship iron ore."

    According to Shanghai SteelHome Information, China imported 62.45 million tonnes of ore in August 2012, 7.9% MoM more than the previous month. Inventories held at ports retreated 1.2% to 98.5 million tonnes. The nation has imported more in the second half of every year relative to the first six months in all but one of the past 20 years.

    Source - Bloomberg
  13. forum rang 10 voda 20 september 2012 18:06
    Zéér lastig te beoordelen. Zat al lang in staal aandelen (Corus was het begin), lees veel (staal) nieuws, maar krijg er geen "grip" op.

    Teveel macro-economisch nieuws, en niet sector gerelateerd nieuws.
    Daarnaast nog eens de "manipulatie" via software programma's (High Frequency Trading).

    Teveel elementen om een oordeel te vellen. Niemand weet het.
    Go with the flow? Maar ja, dan ben je als kleine particulier al vaak te laat. Ik heb het vroeger geprobeerd, en ben plat op mijn "muil" gegaan.

    Dit werkt alleen als je er per minuut "bovenop" zit. Ik heb die tijd niet, ik denk de meesten niet. Daarom hebben ook de "Particulieren" de laatste jaren zoveel "ingeleverd".

    Buy & Hold is geen "strategie" meer in deze hectische tijden, is mijn bescheiden mening.

    Zeker niet voor dit fonds.

    Groet,

    Hans
  14. forum rang 4 s.lin 20 september 2012 20:11
    Waalse overheid ontkent bod op Arcelor-site
    16:56 - 20 september 2012
    De Waalse overheid heeft volgende week een onderhoud met de directie van ArcelorMittal. Volgens de krant Le Soir zou ze aan ArcelorMittal voorstellen om de site in Luik te kopen voor een slordige 300 à 400 miljoen euro. Waals minister voor Economie, Jean-Claude Marcourt, ontkent.

    ArcelorMittal maakte deze week bekend dat het zijn investeringsplan van 138 miljoen euro voor de koudwalserij in Luik schrapt omdat geen vergelijk kon worden gevonden met de bonden over het sociaal plan voor de 800 werknemers die door de sluiting van de hoogovens vorig jaar hun job verloren. Zonder extra investeringen, zo zeggen staalspecialsten, is Luik gedoemd te verdwijnen en zullen nog eens circa 2.000 mensen hun baan verliezen.

    De bonden hebben aan de Waalse overheid voorgesteld om de vroegere Cockerill-site te kopen en volgens Le Soir zou dat scenario steeds meer terrein winnen. De Waalse topministers zitten op dinsdag 25 september samen met de vakbonden bij ArcelorMittal, zo viel donderdag te horen na afloop van het Waalse kernkabinet, dat zich over het dossier boog. Over een ontmoeting met de leiding van de staalgroep is officieel niets vernomen maar dat zou volgende week plaatsvinden.

    Het kernkabinet hoorde donderdag de expert die gevraagd was de financiële leefbaarheid van het vakbondsplan te bestuderen waarin werd voorgesteld om van Luik een kleine,onafhankelijke staalproducent te maken, los van ArcelorMittal. Dat plan zou, aldus de studie van de expert, over verschillende jaren een investering van zo'n miljard euro impliceren, zo blijkt alvast uit informatie die donderdag de ronde doet.

    De theoretische kostprijs van de ex-Cockerill site word becijferd op een 300 à 400 miljoen euro. Waals minister voor Economie, Jean-Claude Marcourt, ontkent echter dat de Waalse regering van plan is om aan de directie van ArcelorMittal te vragen om de site voor dat bedrag te mogen kopen. 'We werken op het dossier, we bekijken alle scenario's en houden contact maar de Waalse overheid heeft geen enkele beslissing in die richting genomen. We gaan ons standpunt meedelen als we alle partijen hebben ontmoet.'

    In Seraing startte donderdagmorgen ook een verzoeningsvergadering tussen de directie en bonden van ArcelorMittal Luik, onder leiding van een sociaal bemiddelaar. De sociaal bemiddelaar moet bonden en directie opnieuw aan het praten krijgen na het mislukken van het sociaal overleg over het sluiten van de warme lijn.

    www.tijd.be/nieuws/ondernemingen_zwar...
  15. [verwijderd] 21 september 2012 13:50
    quote:

    voda schreef op 31 mei 2011 16:57:

    Op verzoek van poster de Volharder hierbij een nieuw draadje.

    Het vorige draadje was goed bekeken. Blijkbaar is er wel behoefte aan aanvullend, niet Arcelor gerelateerd nieuws. En natuurlijk de Arcelor nieuwsberichten zelf (als database draadje)

    Hier nog het linkje naar de oude draad, die over een tijdje uit het zicht zal verdwijnen.

    www.iex.nl/Forum/Topic/1185122/Arcelo...

    Veel leesplezier!

    Groet,

    Hans
    Hans: Ook dit nieuwsdraadje is uitermate goed gelezen gezien het aantal views. Is een nieuw draadje niet weer eens nodig? Complimenten nogmaals voor je vele werk.
  16. forum rang 10 voda 21 september 2012 16:26
    [Modbreak IEX: Gelieve hier geen volledige artikelen van FD.nl te kopieren in verband met copyright, bericht is aangepast.]

    Sachs sells

    Saskia Jonker

    Wat moet er gebeuren om een aandeel uit het slop te trekken? Beursgenoteerde bedrijven stellen zich die vraag geregeld als ze vinden dat hun aandeel ondergewaardeerd is. Vaak proberen ze in gesprekken met analisten uit te leggen dat hun bedrijf echt een hogere koers verdient. Als hun verhaal steekhoudend is, zal de analist wellicht zijn koersdoel en advies positief aanpassen. Maar dan nog hoeft dat niet te betekenen dat beleggers die wijziging volgen.

    Behalve dan als het om een analist met statuur gaat. En de analisten van Goldman Sachs hebben, ondanks de deuken die het imago van de zakenbank de laatste jaren heeft opgelopen, nog steeds gezag. Daar kan het bestuur van Aperam over meepraten...

    etc.

    Druk op de link voor het volledige artikel:
    fd.nl/beurs/540178-1209/sachs-sells
  17. forum rang 10 voda 21 september 2012 16:27
    quote:

    de volharder schreef op 21 september 2012 13:50:

    [...]
    Hans: Ook dit nieuwsdraadje is uitermate goed gelezen gezien het aantal views. Is een nieuw draadje niet weer eens nodig? Complimenten nogmaals voor je vele werk.
    Als de duizend bereikt is, zal ik weer een nieuwe draad openen.

    Geen punt.
  18. forum rang 10 voda 21 september 2012 16:28
    Unstoppable rally in Chinese steel market is there to stay

    With each passing day in week 38 and unrelenting rally the clouds of doubts about a short lived rally is receding. Steel prices have rallied by 7% within a fortnight and over 4% within this week.

    Pumped by series of stimulus packages in China, USA and Japan acceleration is maintained. Approaching national holidays has spurred the sulking stockiest and mills.

    Source - Strategic Research Institute
  19. forum rang 10 voda 21 september 2012 16:30
    ArcelorMittal Dofasco opens a school for students of steel

    The Hamilton Spectator reported that ArcelorMittal Dofasco cut the ribbon on the first campus of the company's university in North or South America on September 19th 2012.

    The university is based in the steelmaker's Luxembourg head office but has three existing regional campuses in South Africa, Spain and Czech Republic.

    The Hamilton campus is located in ArcelorMittal Dofasco's Learning and Development Centre. The site includes classrooms and shop areas where apprentices from across North and South America will come to learn everything from steelmaking to leadership development.

    Mr Christian Standaert GM of ArcelorMittal University in Luxembourg said that "ArcelorMittal Dofasco has a long tradition of developing people. Many of the processes that we are discussing on a worldwide scale find their origin here. Dofasco plays an important role in the development and disseminating of the company’s training plans. The employees of ArcelorMittal Dofasco will benefit from having the campus here as they will have easier access to the programs and services."

    The university's offerings include hundreds of courses, webinars, executive programs, best practice forums and lectures.

    Learning goes back a long way at Dofasco. A book commemorating the 100th anniversary of the company this year describes a study club launched in 1940 in which employees were taught steelmaking. Workers studied from 40 booklets at home and occasionally attended lectures and plant demonstrations. Prizes were awarded to those achieving the highest results on exams.

    The study club eventually transformed into formal learning and development initiatives, including a lending library that now has a collection of more than 15,000 items.

    Source - The Hamilton Spectator
1.000 Posts
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