Arcelor Mittal « Terug naar discussie overzicht

quote:

FM70 schreef op 24 juli 2015 10:51:

Verwachting van de cijfers is laag. Daarnaast hebben we geen winstwaarschuwing gezien en wordt het daar nu erg laat voor. Verwacht dus zelf dat het mee gaat vallen vergeleken met deze zeer lage waardering. Kortom, ruimte om de komende maanden weer richting de 10 euro zone op te schuiven...

quote:

FM70 schreef op 24 juli 2015 10:51:

Verwachting van de cijfers is laag. Daarnaast hebben we geen winstwaarschuwing gezien en wordt het daar nu erg laat voor. Verwacht dus zelf dat het mee gaat vallen vergeleken met deze zeer lage waardering. Kortom, ruimte om de komende maanden weer richting de 10 euro zone op te schuiven...

quote:

Willem64 schreef op 24 juli 2015 12:06:

[quote alias=The Bugs Bunny id=8657532 date=201507241156]
[...]

[Haha, voor kwartaal 1 waren er hier die 200 tot 400mio winst verwachten. Die kwamen van een koude kermis thuis en zijn nu een stuk rustiger. ;)

Inmiddels staat de koers een koude 25-30% lager en staan de ijzerertsfutures op $43 per troy ounce. Waar de bodem precies ligt valt niet te zeggen, maar ijzererts komt van boven de $200 weg en is gevierendeelt.]

Was dat maar waar....Een troy ounce is een gewichtsmaat voor edelmetalen, groot 31,1034768 gram. Omgekeerd gaan er dus circa 32 troy ounce in een kilogram.

quote:

guusje schreef op 24 juli 2015 13:35:

De koers lijkt mij nu wel op zijn laagst te zijn, hier is genoeg te verdienen mits de staal een beetje aan wil trekken.

quote:

Eduard de Wit schreef op 24 juli 2015 14:12:

[...]

Ik hoor dit al jaren...

Misschien gaan we nog richting 7????

quote:

snuf14 schreef op 24 juli 2015 14:41:

Ik hoop dat Arcelor een beetje goede cijfers heeft, kan ik nog een extra partij puts dec bijkopen.

quote:

voda schreef op 24 juli 2015 15:09:

ArcelorMittal South Africa flags massive loss

Published on Fri, 24 Jul 2015 96 times viewed

Reuters reported that Africa's biggest steel maker ArcelorMittal South Africa flagged as much as 14-fold wider half-year loss on Thursday, citing tough trading conditions and higher finance costs.

ArcelorMittal said the headline loss was expected to come in at between 25 to 30 cents per share in the six months to the end of June compared with a loss of 2 cents a year earlier.

Steel makers across the world are suffering from weak prices due to a global oversupply of the metal. ArcelorMittal's rival, Evraz Highveld Steel and Vanadium , has applied for protection from creditors and plans to reduce its 2 200 jobs by about a half.

Source : Iol.co.za

quote:

snuf14 schreef op 24 juli 2015 14:41:

Ik hoop dat Arcelor een beetje goede cijfers heeft, kan ik nog een extra partij puts dec bijkopen.

quote:

voda schreef op 24 juli 2015 15:31:

Goldman heeft wat met metalen! :-)

Goldman Sachs cuts outlook for copper by 44pc to 2018

Published on Fri, 24 Jul 2015 90 times viewed

Bloomberg reported that Goldman Sachs delivered a bearish slate of forecasts across metals this week in a sign that the flogging commodity prices are taking still may have more to go. Goldman Sachs has lowered its copper price outlook by as much as 44 per cent through 2018 and expects Chinese demand to grow at the slowest pace in almost two decades. Goldman Sachs lowered its copper price outlook by as much as 44 per cent through 2018 and expects Chinese demand to grow at the slowest pace in almost two decades.

Goldman on Wednesday lowered its copper price outlook by as much as 44 per cent through 2018 and expects Chinese demand to grow at the slowest pace in almost two decades. The cut came a day after Jeffrey Currie, the bank's head of commodities research, said that gold could trade at its lowest level since 2009. Analysts earlier this week said iron ore will keep falling.

It said "We substantially lower our short, medium, and long-term copper price forecasts on the back of lower Chinese copper demand growth forecasts, increased conviction in copper supply growth over the next three years, and less conservative assumptions regarding mining cost deflation in dollar terms.”

Goldman expects prices to reach $US4500 by the end of next year.

Source : Bloomberg

quote:

voda schreef op 24 juli 2015 15:31:

Goldman heeft wat met metalen! :-)

Goldman Sachs cuts outlook for copper by 44pc to 2018

Published on Fri, 24 Jul 2015 90 times viewed

Bloomberg reported that Goldman Sachs delivered a bearish slate of forecasts across metals this week in a sign that the flogging commodity prices are taking still may have more to go. Goldman Sachs has lowered its copper price outlook by as much as 44 per cent through 2018 and expects Chinese demand to grow at the slowest pace in almost two decades. Goldman Sachs lowered its copper price outlook by as much as 44 per cent through 2018 and expects Chinese demand to grow at the slowest pace in almost two decades.

Goldman on Wednesday lowered its copper price outlook by as much as 44 per cent through 2018 and expects Chinese demand to grow at the slowest pace in almost two decades. The cut came a day after Jeffrey Currie, the bank's head of commodities research, said that gold could trade at its lowest level since 2009. Analysts earlier this week said iron ore will keep falling.

It said "We substantially lower our short, medium, and long-term copper price forecasts on the back of lower Chinese copper demand growth forecasts, increased conviction in copper supply growth over the next three years, and less conservative assumptions regarding mining cost deflation in dollar terms.”

Goldman expects prices to reach $US4500 by the end of next year.

Source : Bloomberg

quote:

Willem64 schreef op 24 juli 2015 15:12:

[...]

Thnx

quote:

etap schreef op 24 juli 2015 15:45:

Wat denken jullie van de Optie CALL dec 2017 - 9 EURO voor 1.10 ?