Arcelor Mittal Februari 2019

1. [verwijderd] 20 februari 2019 16:21

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   miniature schreef op 20 februari 2019 15:55:

   [...]
   
   oke op dit moment en ik schrijf 15.53 uur staan we iets hoger door opening 15.30 uur USA, maar geloof mij nu maar deze stijging zakt net zo snel weer weg, met een slot vandaag van circa € 19,65
   

   Praatjesmaker..
2. [verwijderd] 20 februari 2019 16:23

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   rene l schreef op 20 februari 2019 16:14:

   [...]
   
   Als je hier op het forum meerdere keren per dag precies hetzelfde verkondigd zijn vele posters het gewoon beu.
   Vele gewaardeerde posters laten zich inmiddels hier niet meer zien.
   
   Vandaag gehaktdag.
   Niet voor Sjorriemans.
   Die zit vanavond aan de vrije uitloopwormen die op de millimeter gekweekt zijn.
   
   Volgens mij is Mittal nog steeds een notoire achterblijver met een belachelijk lage kw.
   Wat is de exacte reden, werkelijk, ik heb geen idee.
   

   Misschien heeft dat te maken met de in potentie vele aankopen in India
   van haven tot energie centrale`s en een staalfabriek(en?). ( en de onzekerheid daarvan)
   
   Nu zou het zomaar kunnen dat de aankopen niet los zijn te zien van elkaar, gezien
   je toch energie nodig hebt voor het produceren van het staal en de afvoer er van.
   
   Ook zijn ze nog steeds met ilva in Italië bezig, althans met de verplichte afstoting van bezittingen in Europa.
   
   
3. [verwijderd] 20 februari 2019 16:26

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   miniature schreef op 20 februari 2019 14:29:

   En met nog iets meer dan 3 uurtjes te gaan gaat AM weer exact en precies zoals ik het dolgraag zie vandaag. slot ligt gewoon weer rond € 19,65 max.
   

   harrie nak
4. voda 20 februari 2019 16:34

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   Kumba Iron ore reports 2018 results
   
   Themba Mkhwanazi, Chief executive of Kumba, said, "In 2018, Kumba continued to achieve important milestones in our strategy of unlocking our full potential through margin expansion and life of mine extension. We kept our commitment on safety and remained fatality-free with significant improvement across multiple safety indicators. Our focus on productivity and efficiency continued to gain traction improving by 7% as we reached 65% of benchmark. This, together with our drive to optimise costs, saw us realise close to R1 billion of cost savings against our target of R800 million.
   
   "The flexibility in our approach to production allowed us to lift product qualities to an average of 64.5% Fe, enabling higher price realisation whilst mitigating logistical constraints. We achieved our production and sales volume guidance, with unit costs remaining well contained. This solid performance resulted in net cash generated from operations of R18.9 billion, which coupled with disciplined capital allocation, translated into a total dividend of R30.24 per share for the year. Furthermore, in line with our resource development plan, I am pleased to announce that we were granted the right to expand Kolomela into the adjacent Heuningkranz area which presents an exciting opportunity to extend our life of mine.
   
   It is clear that alongside the solid performance achieved, Kumba has significant value to unlock. While challenges are part of the uncertain environment that we operate in, the quality of our assets ensures that we are well positioned to serve our diversified and growing customer base, and we have the right strategy and teams in place to create sustainable shareholder value."
   
   Highlights – year ended 31 December 2018
   Delivering sustainable shareholder returns
   Strong cash generated from operations of R18.9 billion
   Headline earnings R30.28 per share
   Final cash dividend of R15.73 per share, total dividend of R30.24 per share
   Strong safety and operational performance
   Maintained fatality free record
   High potential incidents reduced by 67%
   Operating efficiency up from 58% to 65% of benchmark
   Margin benefit from enhanced product portfolio
   Product quality improved from 64.1% to an average Fe of 64.5%
   Average realised FOB export price of US$72/tonne
   Cost savings of R1 billion exceed target of R800 million
   EBITDA margin up 3 percentage points to 45%
   
   Source : Strategic Research Institute
5. voda 20 februari 2019 16:34

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   Vale ratifies settlement proposal for the people affected in Brumadinho
   
   Vale reiterated its commitment to reach an amicable solution in the meetings with the Attorney's Office of the State of Minas Gerais, the Public Prosecution Office of the State of Minas Gerais, the Public Defender's Office of the State of Minas Gerais, the Federal Attorney's Office, the Federal Public Prosecution Office, the Federal Public Defender's Office, and the people affected by the breach of Dam I at Córrego do Feijão mine in Brumadinho, ultimately seeking to expedite the emergency response to the accident.
   
   In another meeting held this afternoon, February 18, Vale confirmed the Preliminary Adjustment Agreement (TAP) proposal which, among other measures, will provide the following:
   
   - One-off payment to those who resided or carried out rural or commercial activities in the Self-Rescue Zone (ZAS) of the dam, as well as in the Córrego do Feijão and Parque da Cachoeira communities. This payment includes the cumulative R$5,000.00 sums per household, to be paid in a lump sum; R$12,000.00 per adult, paid in 12 monthly installments; R$3,600.00 per dependent residing at the same address, also paid in 12 monthly installments; plus a basket of staples from the Inter-Union Department of Statistics and Socioeconomic Studies (DIEESE) per family, every month, for 12 months; all without prejudice to future compensation or indemnities, to be evaluated individually.
   
   - Reimbursement or direct payment of the extraordinary expenses incurred by the State of Minas Gerais - by both directly involved and indirect administrative agencies -, including payment of expenses related to transport, accommodation and meals supplied to the civil servants involved in the rescue work and other emergency actions.
   
   - Ratification of the various obligations already undertaken by Vale before public authorities and the affected communities, such as provision of housing, social and psychological assistance; supply of water for human and animal consumption and agricultural activities; rescue and protection of animals; among other commitments.
   
   - Continuing the ongoing emergency measures for mitigating and repairing the environmental damage resulting from the breach, including containment and subsequent handling of waste, surveillance of the remaining structures of the Córrego do Feijão mine, and ongoing monitoring of the quality of water.
   
   The proposal reinforces Vale's commitment to repair the damages caused by the Dam I breach. The company will continue all efforts to ensure that this repair occurs quickly, with isonomy and adequately.
   
   Source : Strategic Research Institute
6. voda 20 februari 2019 16:36

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   BHP update on tailings facilities
   
   BHP has significantly increased the rigour of its assessment and management of tailings storage facilities since the failure of the Fundão dam at Samarco in 2015.
   
   Following that event, BHP completed Dam Risk Reviews for active, inactive and closed tailings storage facilities across our business. These reviews included a thorough evaluation of risks, and identified no significant deficiencies to the stability or management of our tailings storage facilities. The risk reviews also highlighted new opportunities to improve the design, construction and operation of our facilities. In total, more than 400 actions were assigned to BHP Assets. These actions are 93 per cent complete, with the remaining actions considered low priority such as administrative actions and long-lead items regarding closure and climate change impacts. None of these actions is overdue.
   
   Dam Safety Reviews were then completed following the guidelines recommended by the Canadian Dam Association (CDA) – widely regarded as the most rigorous in the industry.
   
   Monitoring and alarm systems at all sites were reviewed, and supplemented where new opportunities to improve were identified. All significant tailings storage facilities have emergency response plans in place.
   
   As part of our ongoing process of continuous improvement, external Dam Safety Inspections are conducted annually and risk-based Dam Safety Reviews every three to seven years, in line with CDA guidelines.
   
   BHP’s tailings storage facilities are located at seven operated sites in Australia and Chile, with a further seven closed sites throughout North America, and four non-operated joint ventures in North America and South America.
   
   We have a number of facility designs within our portfolio, and we have an assurance process in place that seeks to identify and manage the risks associated with each.
   
   In total, there are 115 tailings storage facilities across these sites (including non-operated joint ventures) of which 20 are active. In total, 47 of these storage facilities have been constructed using the upstream method, of which 13 are active.
   
   Those 13 operational upstream tailings storage facilities are located at the following operated sites: one at Mt Whaleback (Western Australia), two at Olympic Dam (South Australia), two at Goonyella and one at Blackwater (Queensland), and seven at Nickel West (Western Australia).
   
   We have 26 upstream facilities at our closed sites in North America, and a further eight inactive upstream facilities at our operated sites.
   
   The number of tailings storage facilities is calculated based on the definition used by the Responsible Dam Engineers at our sites. We keep this definition under review.
   
   BHP will continue to accelerate its work with the industry to advance the science and technology required to improve the safety of tailings storage facilities. This includes existing workstreams such as early warning technologies, better models and monitoring of possible modes of failure, tailings dewatering options, and dry tailings storage viability at scale.
   
   BHP will meet with a number of global bodies this month to expedite this work. BHP welcomes a common, international and independent body to oversee integrity of construction and operation of all tailings storage facilities across the industry.
   
   In addition, BHP supports calls for greater transparency in tailings management disclosure and will work with the industry to make sure the disclosure is consistently applied and informs better tailings dam stewardship.
   
   Source : Strategic Research Institute
7. voda 20 februari 2019 16:36

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   Tata Steel’s TS Global Mineral divest stake in Black Ginger
   
   Tata Steel announced that with reference to our earlier disclosure dated October 19, 2018 with respect to TS Global Minerals Holdings Re Ltd, an indirect wholly owned subsidiary of Tata Steel Limited, entering into an agreement with IMR Asia Holding Re Ltd to divest its entire stake in Black Ginger (100%), which hold 64% stake in Sedibeng Iron Ore Pty Ltd, which is the operating company, TS Global Minerals Holding Pte Ltd has concluded the divestment of its entire stake in Black Ginger.
   
   Black Ginger has stake in an iron ore mine in South Africa. TS Global Minerals Holding Pte Ltd, an indirect wholly owned subsidiary of Tata Steel, had entered into a pact with IMR Asia Holding Pte Ltd to divest its entire stake in Black Ginger.
   
   Source : Strategic Research Institute
8. voda 20 februari 2019 16:38

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   Scaffolding firm and TATA Steel to go on trial over scaffolders fall
   
   Scaffmag reported that a scaffolding contractor and Tata Steel are due in court accused of health and safety failings after a scaffolder was seriously injured in a fall. Scaffolder Stephen Kift was seriously hurt while working at Port Talbot Steelworks, Wales on 18 January 2014. According to media reports, Scaffolding specialist and NASC members Rowecord Total Access based in Swansea face a charge relating to the erection, use and dismantling of scaffolding.
   
   While Tata is accused of failing to plan, manage and monitor the construction phase of refurbishment work at Morfa coke ovens at its Port Talbot site.
   
   The court case is due to take place at Swansea Crown Court from 3 June.
   
   Source : Scaffmag
9. voda 20 februari 2019 16:38

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   New steel factory for Bulawayo
   
   Chronicle reported that Zimbawe’s Primetone Investments is in discussions with an Asian group of companies, Kanku International, to set up a USD250 000 steel manufacturing plant in Bulawayo. In an interview during a tour of the site in Kelvin Industrial area by Industry and Commerce Deputy Minister Raj Modi and Kanku International managing director Mr Mukesh Kothari, where the steel plant would be established, one of Primetone directors Mr Kudzai Mumvuri said their Indian counterparts were in strategic partnership negotiations.
   
   Mr Mumvuri said that “They are planning to invest in this company Primetone Investments and once it becomes operational this company has capacity to employ over 250 people and of that figure maybe close to 200 people will be general labour. We have just done some preliminary discussions. We want to start manufacturing steel here (Bulawayo) and the company will be a mini Zisco. This is a new factory, it’s just that we need more money to kick start it. We are looking at figures between US$200 000 and USD 250 000.”
   
   He said as soon as they finalise discussions, they should be able to start operations in three months. He added that We are so excited by this new dispensation and we are looking forward to these guys who are coming through to invest.”
   
   He added that “Honourable Modi has been working very hard and we are hoping that whatever he is trying to do to get investors here in Zimbabwe, will bring some fruits into the city and the country at large.”
   
   Source : Chronicle
10. voda 20 februari 2019 16:39

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    RINL-VSP growing from strength to strength - Mr PK Rath CMD
    
    Led by Sri PK Rath, CMD,RINL employees paid homage to the Pulwama martyrs by observing a two minute silence during the 37th RINL Formation Day celebrations held at Ukkunagaram. While addressing the employees and their family members on this occasion, Sri PK Rath said that the plant has made significant progress on all fronts be it production, marketing, HR, material management or Finance and is growing from strength to strength to keep the flag of RINL flying high. Sri Rath mentioned that in the areas of expansion and modernization notable progress has been made and Coke Oven Battery-5, Central Dispatch Yard, KBR-2 projects are progressing at a brisk pace for early commissioning. He said that the work at the Forged Wheel Plant at Rae Bareilly, UP is also picking up pace for commissioning in September,2019. He stated that RINL is all set to create a record sales turn over of more than Rs 20,000/ crores during the current financial year. Sri Rath said that new sources of iron ore and coking coal have been identified to fill the gap during crisis. He exhorted RINL collective to focus on ramping up of production to reach rated capacities, increase in Pulverized Coal Injection (PCI) in all the three Blast Furnaces to bring down the requirement of coke procurement to reduce hot metal production cost, early commissioning of Coke Oven Battery-5 to reduce the dependence on purchase coke etc.
    
    Sri Rath distributed Jawaharlal Nehru Awards to 79 employees for their outstanding performance in their respective areas. The dignitaries also distributed Eco Awards to various department and schools.
    
    Source : Strategic Research Institute
12. voda 20 februari 2019 16:40

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    Southern Steel posts 2Q net loss
    
    Southern Steel Bhd slipped into the red in the second quarter ended Dec 31, 2018 (2QFY19), posting a net loss of RM44.41 million compared with a net profit of RM69.96 million a year ago, on lower sales volume and selling prices. This is its first loss-making quarter since 4QFY16. This resulted a loss per share of 10.24 sen for 2QFY19 compared with an earnings per share of 16.17 sen for 2QFY18.
    
    Quarterly revenue was also down 15.4% to RM809.51 million, from RM956.44 million in 2QFY18.
    
    The weak quarterly results dragged down Southern Steel's performance for the cumulative six months (1HFY19), where it reported a net loss of RM42.63 million versus a net profit of RM123.38 million a year ago, while revenue slid 6.3% to RM1.74 billion, from RM1.86 billion in 1HFY18.
    
    Moving forward, Southern Steel said the market is expected to remain soft for the remaining year with the festive seasons and ongoing review of infrastructure projects by the government.
    
    It said in a filing with Bursa Malaysia that "However, the group will continue to explore export markets and adopt measures to mitigate the impact of adverse market condition.”
    
    Source : The Edge Market
13. [verwijderd] 20 februari 2019 16:41

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    quote:

    TKR schreef op 19 februari 2019 20:53:

    [...]
    Volgens mijn berekening naar de 20,50..
    In de US of A alweer omgerekend 20 euro
    

14. Bir 20 februari 2019 17:10

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    quote:

    Show _me _the _money schreef op 20 februari 2019 15:29:

    Doe zo verder miniature ,ik heb ook al een aardige winst mede door jouw voorspellingen .Luister zeker niet naar degenen die jaloers zijn op jouw portefeuille ;-) ..
    
    

    Toch toevallig dat uit het niets............steeds weer nieuwe supporters opstaan!
    
    En voor alle mensen die denken dat we onder de € 19,80 gaan duiken vandaag............... het zou best kunnen, maar lees ook eens wat een omgekeerd hoofd-schouder patroon is en doorgaans betekent. Zonder garantie, maar als tegenlicht.
    
    Grt Bir.
15. [verwijderd] 20 februari 2019 17:25

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    Show _me _the _money schreef op 20 februari 2019 16:00:

    [...]
    
    kan best zijn maar miniature durft tenminste zijn/haar nek uitsteken om zijn/haar inzicht aan ons mee te delen en komt volgens mij eerlijk over ...wat van de vele roepers hier niet gezegd kan worden ..
    

    Zielig miniature om een account aan te maken om jezelf een veer in de lont te steken..
16. Rossi34 20 februari 2019 17:26

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    Die miniature is echt een toppertje, wat een figuur haha
17. [verwijderd] 20 februari 2019 17:40

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    TKR schreef op 20 februari 2019 17:25:

    [...]
    Zielig miniature om een account aan te maken om jezelf een veer in de lont te steken..
    

    onzin , neen ik ben miniature niet , hoeveel aliassen heeft miniature hier wel volgens jullie? dat is gemakkelijk roepen natuurlijk. Ik heb net deze alias aangemaakt omdat ik op voorhand wist dat er weer allerlei onzin zou gespuwd worden , ècht zielig
18. [verwijderd] 20 februari 2019 17:44

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    miniature schreef op 20 februari 2019 10:59:

    Nou het gaat weer exact zoals ik al had verwacht gisteren, ook vandaag weer zelfde patroon, even een kleine erectie ( sorry maar dat is toch iets wat omhoog gaat , tijdelijk dan ! ) en nu weer terug naar de lagere € 19,70 / 19,60 koers. De € 19,50 is nog een kwestie van zeg 1 max 2 dagen wat ik vorige week ook al had bekeken middels mijn visie, kijk, en andere indicatoren , maar goed blijf vooral weer kritiek leveren en me voor gekkie henkie uitmaken, ik deel slechts wat ik weet en hoor en bereken, en tja sorry het klopt wel elke keer weer.
    

    Glazen bol stuk zeker?
19. [verwijderd] 20 februari 2019 17:58

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    TKR schreef op 20 februari 2019 16:21:

    [...]
    Praatjesmaker..
    

    Poeh poeh , hij mag toch gewoon zijn mening geven hou het gezellig
20. [verwijderd] 20 februari 2019 18:01

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    quote:

    Bir schreef op 20 februari 2019 17:10:

    [...]
    
    Toch toevallig dat uit het niets............steeds weer nieuwe supporters opstaan!
    
    En voor alle mensen die denken dat we onder de € 19,80 gaan duiken vandaag............... het zou best kunnen, maar lees ook eens wat een omgekeerd hoofd-schouder patroon is en doorgaans betekent. Zonder garantie, maar als tegenlicht.
    
    Grt Bir.
    

    Goed gedaan meid , mooie dag toch !
21. miniature 20 februari 2019 18:14

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    Oke oke , voor vandaag zit ik er zeeeeeeeeeer ruim naast had ik even niet goed gezien, excuses zijn hier zeker op zijnplaats, maar niet getreurd, en dus moet ik even wat gaan bijstellen, echter denk nu niet meteen dat deze lichte stijging de opmaat is voor hup hop naar de € 21,- want dat gaat echt niet gebeuren, morgen gaan we weer terug e zal de € 19,50 ons toch echt vrijdag gedag gaan zeggen