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voda 14 februari 2023 07:04

0

07:00
*Thyssenkrupp omzet KW1 EUR9,02 mrd
07:00
*Thyssenkrupp nettowinst KW1 EUR75 mln
07:00
*Thyssenkrupp EBIT KW1 EUR246 mln
07:00
*Thyssenkrupp EBITDA KW1 EUR485 mln

voda 14 februari 2023 07:42

0

Thyssenkrupp ziet winst teruglopen

Lagere prijzen en minder orders drukken op resultaten.

(ABM FN-Dow Jones) Thyssenkrupp heeft in het eerste kwartaal van het huidige gebroken boekjaar de winst zien teruglopen, waarbij lagere prijzen en een terugval in de orders op de resultaten drukten. Dit maakte het Duitse industriële conglomeraat dinsdagochtend bekend.

In het afgelopen kwartaal, dat eindigde op 31 december, boekte Thyssenkrupp een aangepaste EBIT van 254 miljoen euro tegen 378 miljoen euro een jaar eerder, op een omzet van 9,02 miljard euro.

Analisten die bijdroegen aan de consensus, mikten op een aangepaste EBIT van 175 miljoen euro op een omzet van 9,06 miljard euro.

Onder de streep restte een nettowinst van 75 miljoen euro, een flinke daling ten opzichte van de 106 miljoen euro een jaar eerder.

Thyssenkrupp wees op een normalisering van de prijzen, vooral bij de divisie Materials Services, terwijl ook de orderinstroom, omzet en aangepaste EBIT bij Multi Tracks terugliepen.

Outlook

Het Duitse conglomeraat bevestigde zijn doelstellingen voor het huidige boekjaar. Het aangepaste EBIT-resultaat zal naar verwachting uitkomen binnen een bandbreedte van 500 tot 1 miljard euro. Dit was afgelopen jaar nog 2,1 miljard euro.

Het nettoresultaat zal in het lopende boekjaar minstens breakeven zijn. Dit geldt ook voor de vrije kasstroom.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999

03har 14 februari 2023 08:21

2

ArcelorMittal’s $150 investment in Mexican mining complex still delayed
Monday, 13 February 2023 00:29:56 (GMT+3) | San Diego

A combination of bureaucracy and holdups in the delivery of machinery has delayed ArcelorMittal’s $150 million investment in its Las Truchas mining complex in Michoacán. Works on the plant, which aims to increase iron ore pellet production capacity by almost 80 percent, have been delayed for over a year.

In 2021, ArcelorMittal reported that it would invest $150 million to increase annual capacity by 1.0 million metric tons to go from 1.3 million mt to 2.3 million mt. At the time, the steel giant forecast that the project would be in operation in the second half of 2023.

However, the company updated the information last week in its financial report: “Project start-up date delayed to second half of 2024 due to slower progress of equipment deliveries and construction works, as well as delays to obtain required construction permits.”

As in Michoacán, ArcelorMittal also acknowledged delays in investing $350 million in its mining project in Serra Azul, Brazil to produce 4.5 million mt of DRI, part of which will be shipped to Mexico. The operation of the project will have a delay of one year with a start-up for the second half of 2024.

voda 14 februari 2023 08:36

2

ArcelorMittal raises European Union coil offer prices - Argus
Feb. 13, 2023 12:56 PM ETArcelorMittal S.A. (MT)By: Carl Surran, SA News Editor

Voor meer, zie link:

seekingalpha.com/news/3935308-arcelor...

Wollin 14 februari 2023 17:26

0

Mooie hele dikke plus hoor, deze had ik de afgelopen dagen niet verwacht.

03har 15 februari 2023 02:32

2

Dofasco, NLMK USA raise steel prices

Published date:
14 February 2023
Share:

Canadian integrated steel mill ArcelorMittal Dofasco has set higher base prices for its flat-rolled products while NLMK USA has also increased its prices.

The blast furnace-based Dofasco raised hot rolled coil (HRC) prices to C$1,200/short ton (st)($900/st), and cold rolled coil (CRC) and hot dipped galvanized (HDG) coil pricing to C$1,460/st.

Galvanneal pricing rose to C$1,470/st while galvalume pricing increased to C$1,500/st.

The last price increase released by the steelmaker was by C$65/st, with no minimum price set, so it is unclear how much higher the new price minimums are from the last increase on 3 February.

At NLMK USA, the company raised its base prices by $50/st, according to a release from 13 February. It previously targeted HRC minimum pricing of $875/st, implying a new price minimum of $925/st.

The moves mirror price increase by Cleveland-Cliffs and Nucor announced Monday morning, which both raised prices by $50/st and also set HRC price minimums of $900/st. Those two companies were joined by US Steel, which increased flat steel prices by $50/st.

By Rye Druzin

Na Europa, nu ook een prijs verhoging in Nafta.
Voorraden bij verbruikers worden minder,
bezettingsgraden hoogovens worden verhoogd
Automotief vraag in USA stijgt
Er gloort licht aan de horizon.

03haR

voda 15 februari 2023 06:29

2

Beursupdate: AEX op Wall Street

Door ABM Financial News op dinsdag 14 februari 2023
Views: 2.589

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

Aegon (-0,30%)
ArcelorMittal (+1,24%)
ASML (+1,34%)
ING Groep (+0,55%)
Philips (+0,00%)
RELX (-0,18%)
Royal Dutch Shell (+0,14%)
Unilever (-0,47%)

Euro/dollar: 1,0763

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 762,97 punten, zijn geëindigd op 764,12 punten.

Bron: ABM Financial News

03har 15 februari 2023 06:30

2

Turkish mills hit by earthquakes will not be able to start production until end of Feb at least
Tuesday, 14 February 2023 17:19:47 (GMT+3) | Istanbul

The damage caused by the devastating earthquakes in Turkey on February 6, with the epicenter in Kahramanmaras, severely impacting 10 neighboring cities, has caused natural gas and electricity supply cuts in the region. Steel production has become impossible under the current conditions. Iskenderun-based Isdemir has announced that due diligence inspections are continuing and that production has been suspended until the work is completed.

It is foreseen that steel production in the region will not start until at least the end of this month, while electric arc furnaces may be commissioned earlier than blast furnaces, which may need a few more weeks to start operating, SteelOrbis understands. The region affected by the earthquake accounts for 25-30 percent of the country’s total annual steel production, and, according to preliminary assessments, there is no major damage to the local steelmaking plants. It is reported that steelmakers aim to restart production as quickly as possible once the current conditions improve. Under the current conditions, the country’s steel production will decline in February. Veysel Yayan, secretary general of the Turkish Steel Producers’ Association (TCUD), has told Bloomberg that steel producers in the other regions of Turkey will focus on meeting domestic demand rather than demand in the export markets.

-0-0-0-0

Dit laatste is een niet onbelangrijke factor is de Europeese staal wereld/vraag.

03haR

voda 15 februari 2023 06:46

2

Primetals LD Converter Boosts Productivity of Arcelormittal Zenica

Strategic Research Institute
Published on :
15 Feb, 2023, 5:29 am

Bosnian steel producer ArcelorMittal Zenica started up a new 125 tonne LD converter, supplied by Primetals Technologies, at its plant in Zenica in Bosnia Herzegovina in Autumn of 2022. As part of the project, engineers at Primetals Technologies have optimized the vessel shape, resulting in an increase in converter reaction volume by almost 30%. The new technology has also reduced the tap-to-tap time, which has led to a higher capacity for the production line. At the same time, ArcelorMittal Zenica is now able to produce a wider array of steel grades.

A converter vessel, a trunnion ring, and Vaicon Link 2.0, the maintenance-free suspension system, were the key equipment included in Primetals Technologies’ scope of supply. Primetals Technologies was responsible for engineering, project management, and quality assurance, and provided advisory services for construction work and implementation together with its consortium partner.

The new converter technology implemented at ArcelorMittal’s plant in Zenica has resulted in further benefits for the steel producer. Slopping, i.e. slag flowing over the converter, was a common issue with the old equipment. Thanks to the optimized shape of the new vessel, this problem sno longer exists. Therefore, a higher percentage of the yield is generated, which also contributes to greater productivity.

The ArcelorMittal Zenica plant, founded in 1892 and operated by ArcelorMittal since 2004, is located in the center of Bosnia and Herzegovina. 2,300 employees make it the largest producer of long steel products in the Balkans, with an annual production capacity of almost one million tons. The product range includes rebar, wire rod, mesh, and lattice girders.

Bijlage:

03har 15 februari 2023 06:47

2

Ter info.

Totaal is er vorig jaar, in Europa, ongeveer 30 a 40 MT hoogoven/E.AF. capaciteit ‘idled’ mede door de lage vraag en hoge (energie) kosten. Nu (2023) worden de bezettingsgraden langzaam opgevoerd.
Ter illustratie vorig jaar varieerde de KOSTPRIJS van staal tussen de 850 en 615 euro per ton. Dan is de marge bij de toen heersende staalprijzen minimaal.

03haR

voda 15 februari 2023 06:50

2

AM/NS INDIA Orders Two Double Strand Slab Casters from Danieli

Strategic Research Institute
Published on :
15 Feb, 2023, 5:33 am

AM/NS India as awarded Danieli for the design and supply of two double-strand slab casters at Hazira works in Gujarat in India. The scope includes complete engineering, equipment and automation supply with all the latest Danieli technological packages, like Danieli solidification and dynamic soft-reduction models Q-Cool, Q-Core, Q-Pulse. The two casters are expected to start production by early 2025.

This will enable AM/NS India to produce an additional 6 million onne per year of prime quality slabs in a range from 250mm up to 350mm of thickness, and up to 2200mm of width.

Wollin 15 februari 2023 17:07

0

Ik heb weer een mooie rit naar boven gemaakt, tijd voor mij om in te lossen

christo1 15 februari 2023 17:58

1

Denk dat we stilaan het idee van een recessie in de EU/US in de prullenbak mogen kieperen, met de recente data die naar buiten is gekomen.

Staalprijs was daarom heel sterk gedaald met een mooie remonte naar boven de laatste 1,5 maand, ook de input kosten zijn gestegen maar niet in dezelfde grootorde als de staalprijs, dus goede vooruitzichten voor Q2 2023( door de LAG-EFFECTEN) met als voorzet een beter Q1 2023.

Die overname van CSP van 2,2 miljard dollar komt die automatisch bij de schuld of kan dat met de CASH van 9,4 miljard dollar betaald worden die arcelormittal op de rekening staan heeft?

voda 16 februari 2023 06:13

1

Beursupdate: AEX op Wall Street

Door ABM Financial News op woensdag 15 februari 2023
Views: 6.023

(ABM FN-Dow Jones) Op Wall Street zijn woensdag zes van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. ASML was met een winst van 1,3 procent de sterkste stijger. RELX was met een verlies van 0,7 procent de sterkste daler.

Aegon (-0,2%)
ArcelorMittal (+0,9%)
ASML (+1,2%)
ING Groep (+0,3%)
Philips (+0,9%)
RELX (-0,7%)
Royal Dutch Shell (+0,7%)
Unilever (+0,5%)

Euro/dollar: 1,0690

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 769,73 punten, zijn geëindigd op 772,41 punten.

Bron: ABM Financial News

voda 16 februari 2023 08:30

1

ArcelorMittal: Green Steel for Europe, Blast Furnaces for India

Strategic Research Institute
Published on :
16 Feb, 2023, 6:54 am

The Institute for Energy Economics & Financial Analysis analysts Mr Simon Nicholas and Mr Soroush Basirat have opined that “Global steelmaking giant ArcelorMittal has committed to reach net zero emissions by 2050 yet it is building new coal-consuming blast furnaces in India. With no major breakthrough in carbon capture utilization and storage for coal-based steelmaking on the horizon, investors should be asking questions that challenge ArcelorMittal about its Indian expansion, the technology choices being made and how that aligns with the company’s 2050 net zero emissions target.”

They wrote “ArcelorMittal’s plans for more coal based steelmaking in India contrasts markedly with its developments in Europe and Canada, where the company is planning a transition away from blast furnaces to direct reduced iron based steelmaking using green hydrogen under its Innovative DRI Decarbonisation pathway. They wrote “In October 2022, ArcelorMittal broke ground on its USD 1.3 billion transition to DRI-based steelmaking in Ontario in Canada, and it has similar plans in Spain, France, Belgium and Germany. ArcelorMittal’s plans for more coal-based steelmaking in India contrasts markedly with its developments in Europe and Canada, where the company is planning a transition away from blast furnaces. As a result, ArcelorMittal appears to be planning a two-speed Decarbonisation with hydrogen-ready DRI technology to be installed overwhelmingly in developed nations while the developing Global South is on the slower pathway involving more coal-consuming blast furnaces and as yet unproven CCUS technology under its ‘Smart Carbon’ Decarbonisation pathway.”

They wrote “ArcelorMittal’s 60:40 joint venture AM/NS India has now begun construction of two new blast furnaces at Hazira in Gujarat, is planning a further expansion of capacity to 20 million tonnes per annum as well as new integrated steel plants at Kendrapara 24 million tonnes and Paradip 6 million tonnes in the state of Odisha. AM/NS India’s expansion plan will see two new blast furnaces, without CCUS, brought online in 2025 and 2026 with the likelihood that further blast furnaces are being planned for the Greenfield sites in Odisha. The steelmaking technology under consideration for these new sites has not been disclosed.”

In IEEFA’s opinion, there is a risk to the company that the ‘Smart Carbon’ pathway could be perceived as “greenwash”, used to justify the continued installation of new blast furnaces in developing nations. This risk has heightened since the COP27 climate conference in November 2022 where the United Nations warned that company net zero emissions commitments often amount to little more than green washing while recommending new standards to hold companies to account.

Bijlage:

tempus fugit 16 februari 2023 17:00

1

(Trivano.com) - Op 16 februari 2023 hebben de analisten van Barclays hun beleggingsadvies voor ArcelorMittal (MT; ISIN: LU1598757687) herhaald. Het advies van Barclays voor ArcelorMittal blijft "overweight".

Het koersdoel wordt door de analisten verhoogd van 35,00 EUR naar 37,00 EUR.

rene66 16 februari 2023 17:13

0

Even een grafiek voor het beeld. Het aandeel zit in een mooi opgaande lijn. De Macd kruist omhoog en gaat groen worden. De RSI is 59 en dus redelijk neutraal. Het aandeel is de 20 MVA (groene lijn) gepasseerd. De volgende mogelijke stop is de recente top op 29,5 gevolgd door een oude top op 31 euro. Op basis van de grafiek is dat zekers haalbaar.

In de werkelijke wereld doen uiteraard de algo's waar ze zin in hebben. Dus het blijft afwachten.

Bijlage:

Octavia 2 16 februari 2023 21:27

0

quote:
rene66 schreef op 16 februari 2023 17:13:
Even een grafiek voor het beeld. Het aandeel zit in een mooi opgaande lijn. De Macd kruist omhoog en gaat groen worden. De RSI is 59 en dus redelijk neutraal. Het aandeel is de 20 MVA (groene lijn) gepasseerd. De volgende mogelijke stop is de recente top op 29,5 gevolgd door een oude top op 31 euro. Op basis van de grafiek is dat zekers haalbaar.

In de werkelijke wereld doen uiteraard de algo's waar ze zin in hebben. Dus het blijft afwachten.

Ik stem toch voor het door jou geschetste scenario.
Uiteraard heb je ook gelijk dat het niet vanzelfsprekend is.
We hopen er maar het beste van.

Eric

voda 17 februari 2023 06:56

1

Beursupdate: AEX op Wall Street

Door ABM Financial News op donderdag 16 februari 2023
Views: 6.588

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

Aegon (-0,52%)
ArcelorMittal (-0,33%)
ASML (-1,30%)
ING Groep (-0,29%)
Philips (+0,30%)
RELX (+0,14%)
Royal Dutch Shell (-0,42%)
Unilever (+0,18%)

Euro/dollar: 1,0673

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 771,69 punten, zijn geëindigd op 770,60 punten.

Bron: ABM Financial News

voda 17 februari 2023 07:18

1

ArcelorMittal, NLMK & thyssenkrupp Supports Earthquake Victims

Strategic Research Institute
Published on :
17 Feb, 2023, 6:04 am

Some of the leading steelmakers, including ArcelorMittal, NLMK & thyssenkrupp, have announced aid for the victims of catastrophic earthquake in Turkey & Syria on 6 & 7 February

ArcelorMittal has donated USD 5 million to support emergency humanitarian relief efforts underway in Turkey and Syria. The donation will be split equally between the Disasters Emergency Committee and Médecins Sans Frontières. The DEC is an umbrella group of 15 leading aid charities that coordinates and launches collective appeals to raise funds to provide emergency aid and rapid relief to people caught up in disasters and humanitarian crises around the world. Médecins Sans Frontières, which translates to Doctors Without Borders, provides medical assistance to people affected by conflict, epidemics, disasters, or exclusion from healthcare. MSF’s teams are made up of tens of thousands of health professionals, logistic and administrative staff.

The Executive Board and employees of Dortmund Germany based thyssenkrupp nucera is making a short-term donation of EUR 10,000 to Aktion Deutschland hilft to support the earthquake victims and rescue work in Turkey and Syria. The German aid alliance is an association of German aid organizations with the aim of providing the victims with the help they need quickly and un bureaucratically. In addition, thyssenkrupp nucera employees at the Dortmund site can take up to five days of special leave to volunteer for a recognized national or international aid organization. The donation forms another aid cornerstone of the thyssenkrupp fundraising campaign. Together the group is thus supporting the aid alliance Aktion Deutschland hilft with an immediate donation of EUR 55,000 Euro.

Russian steelmaker NLMK has also announced that it will provide humanitarian aid to survivors of the devastating earthquakes in Turkey, where the company operates a trading division, NLMK Turkey. The Group will procure essential supplies and food for the victims. The aid will include tents, space heaters, blankets, lighting devices, batteries, shoes, protective clothing, baby formula, food packages and hygiene kits.

Vertraagd	18 apr 2024 17:35
Koers	23,800
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