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Aperam 2024: een ijzersterk herstel
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Dividend Collector schreef op 7 maart 2024 19:48 :
[...]
Dit kan zeker een deel van de koersontwikkeling verklaren, bedankt voor het melden.
Is het dan verstandig om nu even de aandelen weg te doen en na 18 mrt weer terug te kopen?
Echt geen idee of dat zoveel impact gaat hebben.
Aperam SA : Citigroup cuts target price to EUR 30 from EUR 32
Bericht van branchegenoot, maar de reden blijkt heel specifiek.www.iex.nl/Nieuws/792330/Outokumpu-ge... (ABM FN-Dow Jones) Outokumpu heeft maandag een winstwaarschuwing afgegeven door de outlook voor het eerste kwartaal te verlagen. De Finse fabrikant van roestvast staal denkt dat de aangepaste EBITDA dit kwartaal op zijn best gelijk zal zijn aan die in het vierde kwartaal, maar ook lager kan uitvallen. Met een daling werd eerder geen rekening gehouden.Als reden voor de outlookverlaging noemt Outokumpu de stakingen in Finland. Die zijn gericht tegen de Finse politiek en niet tegen het bedrijf, benadrukte Outokumpu. Tussen 11 en 25 maart zullen de meeste Finse fabrieken van Outokumpu stilliggen door de stakingen. De fabrikant schat de schade op ongeveer 40 miljoen euro. Daarvan zal ongeveer de helft in de cijfers over het eerste kwartaal worden verantwoord.
Iemand gaat er vandoor met die omzet...
En de nikkelprijs dendert door, 18300 dollar alweer
Thanks for de Nikkel updates!
1 YEAR Vergelijking Aperam ~ Nickel
Ik heb gelukkig op gemiddeld 25,81 nog stevig bijgekocht (niet gewacht tot 25,11). Duimen dat de weg naar de 30 weer is ingezet.
wijzerplaat schreef op 11 maart 2024 16:38 :
1 YEAR Vergelijking Aperam ~ Nickel
Zeer zwak verband. Zijn dan ook input kosten.
Dat klopt, maar aperam heeft nu al bijna 2 jaar last van lage voorraadopbouw bij de servicecenters. Hogere prijzen veranderen diy hopelijk In general, when the price of nickel is falling, purchasers delay ordering stainless steel products in order to benefit from expected price decreases. This in turn has the effect of reducing demand in the short term. By contrast, when nickel prices are rising, purchasers tend to acquire larger quantities of stainless steel in order to avoid having to buy at higher prices.
marcobol schreef op 12 maart 2024 17:20 :
Dat klopt, maar aperam heeft nu al bijna 2 jaar last van lage voorraadopbouw bij de servicecenters. Hogere prijzen veranderen diy hopelijk
In general, when the price of nickel is falling, purchasers delay ordering
stainless steel products in order to benefit from expected price decreases. This in turn has the effect of
reducing demand in the short term. By contrast, when nickel prices are rising, purchasers tend to acquire
larger quantities of stainless steel in order to avoid having to buy at higher prices.
Snap ik. Bovendien kan Aperam de voorraden dan opwaarderen i.p.v. afwaarderen. ;-)
Maar er is zeker meer nodig, de Europese vraag is nog steeds te laag. De prijzen van de eindproducten stijgen nu wel, maar nog langzaam Aperam raised European stainless steel alloy surcharges for March. The surcharge for 304 (1.4301) was hiked to EUR 2,060/ton from February’s EUR 1,992/ton; that for 316 was increased to EUR 3,364/ton from EUR 3,299/ton in the previous month
seekingalpha.com/article/4669127-aper... Aperam: After Rain Comes Sunshine Feb. 10, 2024 8:40 AM ET Artikel van een maand geleden. Kijkt niet vooruit, maar geeft wel een analyse van de jaarresultaten.
Dit geldt ook voor koper:www.iex.nl/Premium/Adviezen/792632/Op... "De koperprijs noteert inmiddels rond het hoogste niveau van de afgelopen twaalf maanden op $9.000 per ton."
Normaliter vandaag dan megavolume veiling
+4,2% deze week. Tevreden mee. Alleen Allfunds deed het beter in de AMX.
Aperam & Acerinox: Stainless Steel Titans' Steely Courtship Synopsis: Spain's Acerinox and Dutch firm Aperam have revealed preliminary merger discussions, a potential deal that could forge a global stainless steel leader and Europe's largest producer, though analysts caution regulatory hurdles may arise, reports Reuters. Article: In a move that could reshape the global stainless steel industry, Spain's Acerinox and Dutch company Aperam have confirmed preliminary talks about a possible merger. If successful, this merger could create a formidable global leader in stainless steel production and establish Europe's largest producer in the sector. Both companies have acknowledged that discussions are in the early stages, with Aperam stating, "No agreement has been reached as to the scope, structure or terms of any possible transaction." Nevertheless, the potential merger has already garnered significant attention from industry analysts and experts. According to analysts at Jefferies, a combined entity resulting from the merger could boast an annual production capacity of 2.3 million metric tons, surpassing Finland's Outokumpu, the current European leader with a capacity of 1.4 million metric tons. Furthermore, the analysts suggest that the merged company would also hold a leading position in the United States, South America, and South Africa. Banco Sabadell analysts echoed similar sentiments, stating, "The combined group would become one of the top global players in the stainless steel industry, and a clear leader in the United States and Europe." However, concerns have been raised regarding potential hurdles from European competition authorities. While the prospect of creating a European stainless steel powerhouse is enticing, analysts at Jefferies and Banco Sabadell have voiced concerns about the potential regulatory challenges posed by Europe's competition authorities. Mirabaud analysts went a step further, ruling out a green light from the European Union regulator without "significant corrective measures," adding that "This reduces the attractiveness of a long-term merger for Acerinox shareholders." The proposed merger would require the backing of influential shareholders, including the Mittal family, which holds approximately two-fifths of Aperam, a company spun off from ArcelorMittal in 2011. Additionally, the March family, which holds an 18% stake in Acerinox through a holding company, would need to support the deal. While the discussions are still in the preliminary stages, the potential merger between Acerinox and Aperam has already sparked discussions and analyses within the industry. Analysts and experts will closely monitor the progress of these talks, assessing the potential synergies, market implications, and regulatory hurdles that may arise. Conclusion: The stainless steel industry could be on the cusp of a seismic shift, with the potential merger between Spain's Acerinox and Dutch company Aperam capturing the attention of analysts and industry experts worldwide. While the creation of a global leader and Europe's largest stainless steel producer is an enticing prospect, regulatory hurdles and shareholder support remain crucial factors that will shape the outcome of these preliminary discussions. As the talks progress, the industry eagerly awaits further developments that could reshape the competitive landscape and redefine the dynamics of the global stainless steel market. Bron Steelguru (via email)
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