AMG « Terug naar discussie overzicht

quote:

Blanco rolling schreef op 18 september 2018 14:26:

Ik ga call etc kopen bovenop mijn pos nu van 2 k stuks

quote:

Umi1 schreef op 18 september 2018 13:44:

Dit is gewoon een paniek reactie volgens mij, gestart door shorters & overgenomen door blinde paniek!!
Sentiment is iets geks. Niemand durft nog te kopen omdat iedereen DENKT dat er wel iets mis moet zijn...
Ik zie nergens een aanwijzing & probeer rationeel te blijven.

quote:

orchid schreef op 18 september 2018 14:50:

mijn antwoord van AMG,,

Dear Sir,

Thank you for your email. As you are aware, AMG’s share price has risen by almost 200% since the beginning of 2017. We are unfortunately not immune from certain market sentiments that effect our industry sector or our particular materials in the short term (i.e. short-term lithium price trends), but we continue to focus on those things we can control, and as you have seen from our recent results, we are very happy with our financial performance year to date in 2018.

Based on lower pricing estimates for lithium, Kempen today reduced their price target for AMG from EUR 58 per share to EUR 50 per share. We believe this change is driving the decline today unfortunately.

Moving forward, we will continue to focus on generating strong returns from our shareholders over the long-term and executing on our strategic growth projects.

Best regards,

Steve

quote:

orchid schreef op 18 september 2018 14:56:

dit antwoord betekent ook dat spookverhalen van overnames etc. naar de prullenbak kunnen, het is sentiment, niets aan de hand

quote:

orchid schreef op 18 september 2018 14:50:

mijn antwoord van AMG,,

Dear Sir,

Thank you for your email. As you are aware, AMG’s share price has risen by almost 200% since the beginning of 2017. We are unfortunately not immune from certain market sentiments that effect our industry sector or our particular materials in the short term (i.e. short-term lithium price trends), but we continue to focus on those things we can control, and as you have seen from our recent results, we are very happy with our financial performance year to date in 2018.

Based on lower pricing estimates for lithium, Kempen today reduced their price target for AMG from EUR 58 per share to EUR 50 per share. We believe this change is driving the decline today unfortunately.

Moving forward, we will continue to focus on generating strong returns from our shareholders over the long-term and executing on our strategic growth projects.

Best regards,

Steve

Steve Daniels
Senior Vice President Corporate
AMG Advanced Metallurgical Group N.V.
Building 200, 435 Devon Park Drive
Wayne, PA 19087 USA

quote:

orchid schreef op 18 september 2018 14:50:

mijn antwoord van AMG,,

Dear Sir,

Thank you for your email. As you are aware, AMG’s share price has risen by almost 200% since the beginning of 2017. We are unfortunately not immune from certain market sentiments that effect our industry sector or our particular materials in the short term (i.e. short-term lithium price trends), but we continue to focus on those things we can control, and as you have seen from our recent results, we are very happy with our financial performance year to date in 2018.

Based on lower pricing estimates for lithium, Kempen today reduced their price target for AMG from EUR 58 per share to EUR 50 per share. We believe this change is driving the decline today unfortunately.

Moving forward, we will continue to focus on generating strong returns from our shareholders over the long-term and executing on our strategic growth projects.

Best regards,

Steve

Steve Daniels
Senior Vice President Corporate
AMG Advanced Metallurgical Group N.V.
Building 200, 435 Devon Park Drive
Wayne, PA 19087 USA

quote:

Blanco rolling schreef op 18 september 2018 15:15:

Met al die malheur heb ik nog eens zitten spitten in de eerder gepubliceerde cijfers van AMG of er niet een verborgen lijkje in de kast zit.

Integendeel zelfs. In de normale EBITDA is nog een eenmalige post (kosten dus) verborgen. van 2.9 M USD en zit in de financieringskosten.

Zie dit uit het verslag van Q1-18
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Net Finance Costs

AMG's first quarter 2018 net finance costs increased to $6.5 million compared to $2.0 million in the first quarter 2017. The increase was partially due to the write-off of $2.9 million of costs associated with the previous credit facility, following the refinancing exercise completed in January 2018. In addition, interest expenses associated with AMG's new, long term credit facility increased by $1.7 million, due to higher levels of gross debt and higher interest rates associated with the long term nature of the facility.
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Dus eenmalig !!!!

Als dit door anderen verkeerd geextrapoleerd is, kan de EBITDA zo nog maar eens met 11-12 M stijgen