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Octavia 2 27 april 2017 10:49

0

quote:
rene l schreef op 27 april 2017 10:01:
Het is voor Mittal weer een wat mindere dag, het is nog koud maar de zon schijnt volop.
Vanmorgen zette ik de tv aan en wilde even kijken wat ze voorbeurs te vertellen hadden.
Ik drukje wat op de afstandsbediening maar er gebeurde niets, ik dacht wat is er nu weer aan de hand en zette mijn leesbril op.
Tja, en dan zag ik pas dat ik het apparaat verkeerd om vast had.
Onder het genot van een kop zwarte koffie hoorde ik dat er eigenlijk niet nieuws onder de zon was.

De afgelopen dagen waren de cijfers van de Amerikaanse staalboeren niet al te best volgens zeggen, als ze kloppen zullen er daar nog wel de nodige koppen rollen.

Koning Duck gaat voor een forse belastingverlaging, hoe doe je zoiets als het geld eigenlijk op is, heel simpel, je verhoogt gewoon het schuldenplafond, de kater komt later.
De muur zal er wel niet komen, hoe ver zijn ze de met de oliepijp, en ondertussen gaan de lachgasboeren lekker door met pompen.
Vanmiddag spuwt Draakmans ook nog vuur, hij helpt ons ook de afgrond in samen met zijn bankenvriendjes, gratis geld, nul rente, wel VRH, we verarmen door deze gast en rustig aan lopen we weer richting deflatie omdat het zo goed gaat.
De rente zal nooit meer verhoogd worden.

Koning Pils is ook jarig, ik zag hem gisteravond nog kort op tv, hij heeft niet echt een koninklijke uitstraling, maar ja, hij kan er ook niets aan doen dat er staalblauw bloed bij hem door de aderen vloeit.
Hij is meer het type van Vastgoedkoning Lex die op bezoek komt bij Harrie, lekker met andermans centen Zandkastelen verhandelen met zicht op zee.

Vorige week was het even kommer en kwel met Mittal, iederéén in de put en het gap werd gedicht.
Vervolgens weer een fors herstel en iederéén was in blinde Eurofie.
Nu weer een correctie en het is weer wachten op een bodem.
Zeker weten doe je het nooit, ik verwacht wel dat de bodem in zicht is.

Goedemorgen Rene

Wat schrijf jij vaak leuke en relativerende teksten , je haalt het probleem aan maar wel met een mooie kwinkslag. Ik vind het erg leuk !!!!

Kerncentrale 27 april 2017 10:55

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quote:
Octavia 2 schreef op 27 april 2017 10:48:
[...]

Mogge Kogovus

Zal het niet te moeilijk maken tussen Harderwijk, Nijkerk en Almere in.
Raadsel van deze oranje dag !! Voor de winnaar een biertje bij het Mittal event.

Zeewolde?

NewKidInTown 27 april 2017 11:11

0

Ik ga voor Zeewolde :-)

BTW, gisteren m'n longpositie uitgebreid rond deze koers (7,255) en zal een volgende koop doen, op een koers OF circa plus 10% OF minus 10%.

NewKidInTown 27 april 2017 11:27

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Dus zeg maar rond de 8 of de 6,50.

arnoldus 27 april 2017 11:29

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Het is weer zeik op de greep!

Kogovus 27 april 2017 11:32

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quote:
NewKidInTown schreef op 27 april 2017 11:27:
Dus zeg maar rond de 8 of de 6,50.

Hoi Kid, verwacht jij een down van 10% bij niet goed vallende cijfers van Cliffs en een up van 10% als het meevalt?

Toekomstbeeld 27 april 2017 11:35

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Brazil's Vale misses profit estimates as revenue falls
Vale SA, the world's largest iron ore producer, posted net income that missed estimates in the first quarter, reflecting the impact of heavy rains that hampered output in a key mine and increasing financial expenses.

In a Thursday securities filing, Vale said net income totaled $2.490 billion, compared with an average consensus estimate of $3.325 billion in profit. Adjusted earnings before interest, taxes, depreciation and amortization, or EBITDA, hit $4.308 billion, below a consensus estimate of $4.996 billion compiled by Thomson Reuters. (Reporting by Guillermo Parra-Bernal; editing by Richard Lough)

[verwijderd] 27 april 2017 11:37

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Damn dat zijn slechte cijfers

Toekomstbeeld 27 april 2017 11:41

0

Met name het door mij bold gearceerde stukje tekst lijkt mij interessant.

MARKET NEWS | Thu Apr 27, 2017 | 5:09am EDT
UPDATE 2-Japan's JFE to raise steel output this fiscal year amid solid domestic demand

* Recurring profit for last FY up 32 pct on appraisal gains
* Domestic demand boosted by capex, Olympics projects
* No change for now in plan to build a plant in Mexico (Adds executive comments)

By Yuka Obayashi

TOKYO, April 27 JFE Holdings Inc, Japan's No.2 steelmaker, said it plans to hoist crude steel output in the current fiscal year, tapping into the solid domestic demand that helped lift earnings in the 12 months that ended last March.

With companies raising capital spending and Tokyo's staging of the 2020 Olympics stoking construction projects, JFE expects to produce 29 million tonnes of crude steel in the 12 months through March 2018, executive vice president Shinichi Okada said on Thursday, up 3 percent from last year.

Okada was speaking at a briefing where JFE said recurring profit - pre-tax earnings before one-off items - climbed almost a third to 84.75 billion yen ($762 million) last fiscal year. That number was boosted by hefty appraisal gains on inventories of coking coal and other raw materials, as well as robust demand at home and overseas.

The profit beat both JFE's estimate of 70 billion yen and a consensus estimate of 77.3 billion yen from 10 analysts surveyed by Thomson Reuters I/B/E/S.

But the firm didn't issue a profit forecast for this fiscal year.

"Our earnings outlook is unclear as coking coal prices have surged after a cyclone in Australia and coal prices for April-June term contract have not been settled," Okada said. While inventory gains boosted last year's results, soaring materials costs cut into its profit margins, he said.

The price of coking coal - a key steel-making ingredient - has been volatile, nearly quadrupling between March and late November last year, but then halving between then and the end of the last fiscal year.

Last month brought a new twist, when Cyclone Debbie hit Australia, cutting rail lines in the world's biggest coking coal export region and sending prices higher again.

While rail links have been restored, Japanese steelmakers have had to scramble for alternative supplies.

Mounting global trade tensions also cloud the outlook for steelmakers including JFE.

U.S. President Donald Trump's move to order a probe into whether imports of foreign-made steel are a national security risk has unsettled non-American steelmakers, along with uncertainty over whether he plans to withdraw the United States from the North American Free Trade Agreement (NAFTA).

JFE and U.S. company Nucor Corp said last year they would form a venture to build a plant in central Mexico to supply automakers serving the NAFTA market.

"If any new U.S. measures that would affect our customers' businesses emerge, we may have to think over. But there is no change in our plan at the moment," Okada said.

($1 = 111.2300 yen) (Reporting by Yuka Obayashi Additional reporting by Aaron Sheldrick; Editing by Kenneth Maxwell)

NewKidInTown 27 april 2017 11:42

0

quote:
Kogovus schreef op 27 april 2017 11:32:
[...]

Hoi Kid, verwacht jij een down van 10% bij niet goed vallende cijfers van Cliffs en een up van 10% als het meevalt?

Nee Ko, niet afhankelijk van branchegenoten maar in dit klimaat is er (nog) alles mogelijk, laat eerst maar de richting duidelijk worden.

dader 27 april 2017 11:45

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quote:
Topperke schreef op 27 april 2017 11:37:
Damn dat zijn slechte cijfers

Zo te zien is AM een speelbal van alle ijzer gerelateerde aandelen,al komt am met een verkoop van een divisie heeft weinig invloed op het vervolg.
Gisteren gekocht voor 7,16 echter geen garantie dat het vandaag niet onder de koop bedrag zakt.

pbr 27 april 2017 11:47

0

quote:
dader schreef op 27 april 2017 11:45:
[...]

Zo te zien is AM een speelbal van alle ijzer gerelateerde aandelen,al komt am met een verkoop van een divisie heeft weinig invloed op het vervolg.
Gisteren gekocht voor 7,16 echter geen garantie dat het vandaag niet onder de koop bedrag zakt.

Geduld

Vanmiddag waarschijnlijk weer op 7,38

12 Mei op 9 of meer

Toekomstbeeld 27 april 2017 11:49

0

Toch ook weer hele mooie cijfers!

Hyundai Steel Q1 net more than double on high-end products

Published : 2017-04-27 17:45
Updated : 2017-04-27 17:45
Hyundai Steel Co., South Korea's second-biggest steelmaker by sales, said Thursday that its first-quarter earnings more than doubled on robust sales of high-end products and cost reduction efforts.

Net profit for the three months ended March 31 jumped to 341.11 billion won ($302 million) from 158.58 billion won a year earlier, the company said in a statement.

"To offset lower demand from carmakers and shipbuilders, the company increased sales of value-added products such as high-intensity reinforced bars," the statement said.

Operating profit climbed 30 percent to 349.68 billion won in the January-March period from 269.19 billion won a year earlier.

Sales rose 22 percent to 4.57 trillion won from 3.74 trillion won, it said. (Yonhap)

Kogovus 27 april 2017 11:50

0

quote:
NewKidInTown schreef op 27 april 2017 11:42:
[...]

Nee Ko, niet afhankelijk van branchegenoten maar in dit klimaat is er (nog) alles mogelijk, laat eerst maar de richting duidelijk worden.

Duidelijk, thanks.

Toekomstbeeld 27 april 2017 11:55

0

Gewoon 6 maanden platleggen ipv 20 dagen!

UPDATE 1-China steel rises for third day on expectations of output curbs
* Potential steel output curbs to limit iron ore demand - trader
* Iron ore stocks at China's ports still near highest since 2004 (Recasts, updates prices)

By Manolo Serapio Jr

MANILA, April 27 Shanghai rebar steel futures advanced for a third straight session on Thursday, supported by market expectations of production curbs ahead of a key summit in Beijing.

There has been unconfirmed market talk this week of possible production curbs in areas surrounding Beijing, including top steel-producing province Hebei, ahead of a mid-May summit in the capital.

China typically orders industrial plants to cut or limit production to help clear the skies ahead of a major event such as when it hosted the G20 Summit in Hangzhou last year.

China will hold its New Silk Road summit on May 14-15 and steel mills in surrounding Hebei province and Tianjin city were said to be likely to cut or curb output for 20 days, according to market participants who have heard the market discussion.

But a steel mill in Hebei has not received any government notice yet on production cuts, according to an official who declined to be named because he is not authorised to speak to media.

Still, there is talk among mills that some production processes that may cause pollution may be halted, the official said.

The most-active rebar on the Shanghai Futures Exchange climbed 1.2 percent to close at 3,016 yuan ($437.48) a tonne. In the previous session, the construction steel product hit 3,032 yuan, its strongest since April 10.

The increase in steel prices lifted raw material iron ore, helping it recover from its morning drop.

The most-traded iron ore on the Dalian Commodity Exchange closed up 0.5 percent at 506 yuan per tonne, after earlier touching a session low of 492 yuan.

"If there's restriction on steel production, that would reduce demand for iron ore," said the Shanghai trader.

There is still ample supply of iron ore in China, with imported stocks at its ports near their highest level in more than a decade.

Port inventory stood at 129.60 million tonnes on April 21, not far below the 132.45 million tonnes reached in March which was the highest since 2004, according to SteelHome. SH-TOT-IRONINV

Iron ore for delivery to China's Qingdao port .IO62-CNO=MB rose 0.8 percent to $66.62 a tonne on Wednesday, according to Metal Bulletin. ($1 = 6.8941 Chinese yuan)

(Reporting by Manolo Serapio Jr.; Additional reporting by Muyu Xu in Beijing; Editing by Gopakumar Warrier and Sherry Jacob-Phillips)

frank02 27 april 2017 11:55

0

Market outlook van Vale

Market outlook – iron ore
1Q17 was positive for iron ore, as prices for the Platts IODEX 62% Fe material started the year
on the rise. By February, prices reached US$ 95.05/dmt, the highest level since August 2014,
supported by higher mill demand in China. In 1Q17, prices averaged US$ 85.64/dmt, also the
highest quarterly average since 3Q14, being 20.9% higher than in 4Q16.
In 1Q17 premiums for the higher grade iron ore relative to lower grades also improved The 65%
Fe Metal Bulletin Index averaged US$ 99.1/dmt, US$ 13.5/dmt higher than the average of the
62% Fe IODEX, and US$ 39/dmt higher than the 58% Fe Metal Bulletin Index. The increased
gap amongst different iron ore types is a result of productivity requirements by the Chinese
steel mills in times of high coking coal prices and signals an imbalance in the supply ratio of
high and low grade ores.
China’s steel demand remained strong in 1Q17, supported by an acceleration in its economic
activity. GDP in 1Q17 expanded 6.9%, up from 6.7% in 2016 and 6.8% in 4Q16, despite a slight
contraction in monetary policy. Fixed asset investments accelerated to 9.2% in 1Q17 year-onyear,
and the investment in the three major steel-consuming sectors - manufacturing,
infrastructure and property - all experienced a sound recovery in the quarter, reaching 5.8%,
23.5% and 9.1% respectively year-on-year. Although the property sector is now in a tightening
cycle, property sales have not decelerated much in 1Q17, increasing 19.5% year-on-year,
compared to 22.5% in 2016. The de-stocking efforts supported by government policies have
been showing positive results – by the end of 1Q17, unsold residential floor area was down
15% year-on-year.
35
On the back of a strong demand for steel, China’s steel production reached record highs in the
first quarter, up 4.6% year-on-year, an annualized output of 816Mt, which also boosted China’s
iron ore imports to 271Mt in 1Q17, a growth of 12.2% year-on-year.
The general picture of steel production elsewhere was also positive. According to WSA, crude
steel output reached 209.4 Mt in 1Q17, up 7% year-on-year. Monthly production records were
seen in different countries, such as Mexico, India, Pakistan and Vietnam.
For the remainder of the year, we believe that China’s implementation of the Belt and Road
projects, which are grounded in new investments in infrastructure, and its supply-side reform,
will not only benefit China’s steel industry, but also the global steel sector, being positive drivers
for iron ore demand.

Toekomstbeeld 27 april 2017 11:57

0

Hele mooie cijfers van Ternium.

Argentina's Ternium Siderar sees net profit nearly triple in Q1

Argentinian steelmaker Ternium Siderar saw its net profit nearly triple year-on-year in the first quarter of 2017.

It reported a net profit of 1.86 billion Argentinian pesos ($120.59 million) for the January-March period, which compares with 640.20 million Argentinian pesos ($41.56 million) a year earlier. The higher net profit reflects better results from Siderar’s shares in Ternium Mexico and Usiminas, as well as a general improvement in...

www.metalbulletin.com/Article/3712805...

Toekomstbeeld 27 april 2017 12:10

0

AL bekend maar nog eens to-the-point uitgelegd wat het probleem is mbt US Steel.

Ik vind het wel raar dat men daar nu pas mee komt en niet al eerder heeft kunnen incalculeren. Met men bedoel ik in de eerste plaats het (slechte) management van US Steel. Hoe hebben die ooit zulke idiote prognoses kunnen afgeven?
Maar met men bedoel ik ook alle opportunistische analisten die blijkbaar niet verder hebben gekeken dan hun neus lang is. Hun enorm hoge koersdoelen blijkbaar alleen gebaseerd hadden op wat het US Steel management hun voorspiegelde. Die categorie duur betaalde beroepsgroep zou wat mij betreft per direct monddood gemaakt mogen worden.

U.S. Steel: The Pain Has Just Begun

Apr.27.17 | About: United States (X)
Hudson River Capital Research

US Steel plunged over 25 percent on Wednesday after releasing first quarter earnings.
US Steel missed on EPS, revenue and cut guidance.
Trump has done virtually nothing to help US steel companies.
Despite improving steel prices, US Steel is still struggling as a company.

US Steel (NYSE:X) reported dreadful first quarter earnings on Wednesday sending the stock price down over 25 percent. They missed on every metric across the board, they cut their 2017 guidance by over half. Despite improving steel prices, X has been unable to capitalize on this opportunity. Unlike Nucor (NYSE:NUE) which reported positive quarter 1 earnings, X continues to struggle as it desperately tries to catch up with it's competitors.

If we look at the raw numbers, we can see that X has struggled immensely in the first quarter and will continue to do so. X reported an EPS of -0.83 cents a share and revenue of $2.73 billion dollars. This fell well below the $0.32 EPS and $2.95 billion dollar revenue which analysts expected for the first quarter. Their long term debt also increased to over $2,750,000 dollars, around a near 8 percent increase in debt since the last quarter. They also cut their Ebitda from 1.3 billion dollars to 1.1 billion dollars for the year of 2017. EPS for the full year of 2017 was also cut in half from $3.08 to $1.50; full year revenue was decreased from $535 million dollars to $260 million dollars. The stock reacted to these earnings by shedding over 1/4 of it's value. I think this is a well justified reaction for a company which missed every metric possible and decreased guidance estimates by over 50 percent.

I think current X shareholders need to take a look at the current numbers and ask themselves what happened. How is it that X continues to post garbage earnings with increasing steel prices? Currently, X has outdated facilities compared to it's rival competitors. They are in need of desperate upgrades and X is forced to throw away money upgrading these facilities. NUE and Steel Dynamics (NASDAQ:STLD) both can enjoy the higher steel prices as they invested in upgrading their facilities early on. X's asset revitalization program will cost the company around 300 million dollars this year as a fixed expense as well for the next few years after 2017. This will limit their ability to capitalize on the much better expected steel prices in 2017 and afterwards.

[verwijderd] 27 april 2017 12:17

0

quote:
Toekomstbeeld schreef op 27 april 2017 11:55:
Gewoon 6 maanden platleggen ipv 20 dagen!

UPDATE 1-China steel rises for third day on expectations of output curbs
* Potential steel output curbs to limit iron ore demand - trader
* Iron ore stocks at China's ports still near highest since 2004 (Recasts, updates prices)

By Manolo Serapio Jr

MANILA, April 27 Shanghai rebar steel futures advanced for a third straight session on Thursday, supported by market expectations of production curbs ahead of a key summit in Beijing.

There has been unconfirmed market talk this week of possible production curbs in areas surrounding Beijing, including top steel-producing province Hebei, ahead of a mid-May summit in the capital.

China typically orders industrial plants to cut or limit production to help clear the skies ahead of a major event such as when it hosted the G20 Summit in Hangzhou last year.

China will hold its New Silk Road summit on May 14-15 and steel mills in surrounding Hebei province and Tianjin city were said to be likely to cut or curb output for 20 days, according to market participants who have heard the market discussion.

But a steel mill in Hebei has not received any government notice yet on production cuts, according to an official who declined to be named because he is not authorised to speak to media.

Still, there is talk among mills that some production processes that may cause pollution may be halted, the official said.

The most-active rebar on the Shanghai Futures Exchange climbed 1.2 percent to close at 3,016 yuan ($437.48) a tonne. In the previous session, the construction steel product hit 3,032 yuan, its strongest since April 10.

The increase in steel prices lifted raw material iron ore, helping it recover from its morning drop.

The most-traded iron ore on the Dalian Commodity Exchange closed up 0.5 percent at 506 yuan per tonne, after earlier touching a session low of 492 yuan.

"If there's restriction on steel production, that would reduce demand for iron ore," said the Shanghai trader.

There is still ample supply of iron ore in China, with imported stocks at its ports near their highest level in more than a decade.

Port inventory stood at 129.60 million tonnes on April 21, not far below the 132.45 million tonnes reached in March which was the highest since 2004, according to SteelHome. SH-TOT-IRONINV

Iron ore for delivery to China's Qingdao port .IO62-CNO=MB rose 0.8 percent to $66.62 a tonne on Wednesday, according to Metal Bulletin. ($1 = 6.8941 Chinese yuan)

(Reporting by Manolo Serapio Jr.; Additional reporting by Muyu Xu in Beijing; Editing by Gopakumar Warrier and Sherry Jacob-Phillips)

Hopelijk zal Arcelor Mittal de positieve evolutie van de staalprijzen aanhalen bij hun Q1 verslag!

[verwijderd] 27 april 2017 12:19

0

Spijtig genoeg gaan de yanken de cijfers van Vale volgen.
Maar hun zwakke cijfers zijn toch ook te wijten aan interne problemen, dus heeft dit net als US Steel toch geen invloed op de sector, juist?

Vertraagd	13 mei 2024 10:22
Koers	23,860
Verschil	-0,020 (-0,08%)
Hoog	23,890
Laag	23,750
Volume	166.109
Volume gemiddeld	2.541.425
Volume gisteren	2.942.344

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