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Gutas 04/04/16 13:15
Ha respondido al tema Arcelor Mittal (MTS)
El 4 de Mayo dia importante entonces, los resultados del primer trimestre deberian incluir el dinero recaudado en la ampliacion de capital, la venta de la participacion en Gestamp, asi como la venta de las fabricas y los almacenes de USA. Las cuentas de la empresa deberian lucir mucho mejor si bien en este primer trimestre sobretodo en enero y febrero los precios del hierro y el acero seguian muy bajos asi que supongo fuera de extraordinarios habra perdidas bastante elevadas. Creo que sera mas importante como suele ser habitual el analisis que haga el CEO sobre la evolucion en el sector a nivel de precios, aranceles, medidas anti dumping etc. Estais hablando de unos hipoteticos 6€ en junio, en mi opinion para que eso sea posible la clave sera en la confianza que tenga el mercado en que los precios del acero sigan subiendo a medida que se consiga expulsar toneladas y toneladas de acero chino.
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Gutas 28/03/16 11:59
Ha respondido al tema Arcelor Mittal (MTS)
En este otro enlace dicen que tambien hemos vendido la fabrica de Harrison asi como varios lugares de almacenaje de stock en Pittsburg, Tulsa y Chicago. http://www.bizjournals.com/pittsburgh/news/2016/03/24/black-diamond-buys-arcelormittal-mills-stocking.html Black Diamond buys ArcelorMittal mills, stocking depot in Pittsburgh Mar 24, 2016, 2:45pm EDT Black Diamond Capital Management LLC announced Thursday that an affiliated investment vehicle has signed a definitive agreement with ArcelorMittal to acquire three of its plants and additional operations, including a stocking depot in Pittsburgh. The mills are ArcelorMittal's LaPlace, La., Harriman, Tenn., and Vinton, Texas, steelmaking and finishing operations, which are focused on the production and sale of long carbon steel products in North America. The LaPlace operations are primarily located outside of New Orleans with an additional rolling mill in Harriman, and also include three stocking depots: the one in Pittsburgh and others in Tulsa, Okla., and Chicago. Black Diamond said the acquisition is expected to close in early April. ArcelorMittal Harriman ArcelorMittal Harriman is a rolling mill located in Harriman, Tennessee, 37 miles west of Knoxville. Formerly operated under Bayou Steel Corporation, the facility has served the light structural shapes, merchant bar and rebar markets for more than 25 years. ArcelorMittal Harriman, originally founded in 1961 as Tennessee Forging Company, manufactures merchant bar shapes, including equal leg angles, unequal leg angles, flats, rounds, squares and rebar. ArcelorMittal currently operates three barge-based, finished inventory depots strategically located in Tulsa, Chicago and Pittsburgh, as well as a rail-based depot near Los Angeles. The Harriman facility connects to the U.S. inland waterways system allowing for wide geographic product distribution through these finished inventory depots. The Harriman plant covers 198 acres and has an annual rolling capacity of 180,000mt. General manager: Raymond Hawkins Union representation: United Steelworkers Local 9410 Employees: 40 Products made: Angles, unequal angles, flats, rounds, squares and rebar Markets served: Steel service centers, shipbuilding/marine, highway safety, original equipment manufacturers, bridge Principal production facilities: 16 stand in-line bar mill, automatic finishing equipment
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Gutas 28/03/16 11:54
Ha respondido al tema Arcelor Mittal (MTS)
Recuerdo hace unas semanas encontre una noticia que teniamos en venta tres fabricas en USA, por lo que se ve poco han tardado en encontrar comprador para las dos mas pequeñas. Los terminos del acuerdo son confidenciales asi que me temo que sera poco dinero. De todos modos para mi es una buena noticia. Os dejo informacion de las dos mini-plantas que hemos vendido. ArcelorMittal LaPlace LaPlace is a mini-mill operation located alongside the Mississippi River in LaPlace, La., 35 miles northwest of New Orleans. The facility produces billets, equal leg angles, unequal leg angles, flats and channels, as well as standard and wide-flange beams. ArcelorMittal LaPlace has a deep water dock that can accommodate ships with a 45-foot draft and multiple barges. ArcelorMittal LaPlace connects to the U.S. inland waterways system allowing for wide geographic product distribution through these finished inventory depots. General Manager: Raymond Hawkins Union representation: United Steelworkers Local 9121, Kinley Porter Hourly employees: 348 Salaried employees: 108 Acreage: 430 Products made: Flats, angles, channel, beams Markets served: Steel service centers, shipbuilding/marine, highway safety, original equipment manufacturers, bridge Principal production facilities: Electric arc furnace, ladle metallurgy station, two four-strand continuous billet casters, fifteen-stand Danieli medium section mill ArcelorMittal Vinton Vinton is a mini-mill operation located alongside the Rio Grande River near El Paso, Texas. The plant specializes in production of rebar for the commercial and industrial construction industry, grinding balls for the mining industry, and smooth rounds. The plant was built in 1962 by Border Steel Rolling Mill Company, and was acquired by ArcelorMittal in 2007. General Manager: Kesavan Rangaswamy Union representation: United Steelworkers Local 9424-0 Hourly employees: 288 Salaried employees: 90 Acreage: 234.5 Products made: Rebar, grinding balls and smooth rounds Markets served: Construction and mining Principal production facilities: Electric arc furnace, billet caster, rolling mill and ball mill
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Gutas 17/03/16 14:03
Ha respondido al tema Arcelor Mittal (MTS)
Ahora mismo si vendes estas en plusvalias, yo si fuera tu suscribiria todos los derechos. Creo que de aqui a abril la accion va a estar mejor que ahora por lo tanto tendrias mas plusvalias. Pero si no eres un inversor que le guste correr riesgos vender ganando dinero siempre va a ser un acierto.
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Gutas 17/03/16 12:40
Ha respondido al tema Arcelor Mittal (MTS)
Si tienes el dinero para suscribirlas todas y vas a largo plazo deberias suscribir la totalidad. Si meter ese dinero te puede suponer un problema entonces haz la operacion blanca (vender una parte de los derechos y con ese dinero suscribir el resto no pones ni un centimo de tu bolsillo). Si estas muy asqueado de la accion y no eras un inversor a largo plazo vender todos los derechos y con ese dinero lo inviertes en otra empresa que tu estimes que pueda revalorizarse en los proximos meses.
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Gutas 16/03/16 23:06
Ha respondido al tema Arcelor Mittal (MTS)
Hoy se reunian en Bruselas para hablar del sector del acero, estas han sido las conclusiones: http://europa.eu/rapid/press-release_IP-16-804_en.htm The Commission suggests policy measures to support the European steel sector to overcome its serious challenges, largely due to global overcapacity. The European Commission has presented today a Communication setting out how the European steel sector can overcome its short-term and long-term challenges with the support of Member States and the EU institutions. A joint effort is needed to overcome these serious challenges fuelled by global overcapacity, a dramatic increase of exports and an unprecedented wave of unfair trading practices. High energy costs and changing market conditions require energy-intensive industries to adapt and innovate to ensure their long-term competitiveness and sustainability. Vice-President Jyrki Katainen, responsible for Jobs, Growth, Investment and Competitiveness,said: "We must do more to help the steel sector and other energy-intensive industries adapt, innovate and compete on the basis of quality, cutting-edge technology, efficient production and a highly skilled workforce. We now have a record level of anti-dumping measures on steel products in place and the Commission is determined to restore a global level playing field. We will take steps to further streamline our procedures but Member States must also act together and urgently adopt our legislative proposal to modernise EU trade defence instruments and make fairer trade a reality." The Commission is already acting with determination to support the steel industry in overcoming the short-term challenges. With the Communication "Steel: Preserving sustainable jobs and growth in Europe" the Commission announces new short-term measures that will strengthen the EU’s defence against unfair trade practices, as well as longer-term action to guarantee the long-term competitiveness and sustainability of energy-intensive industries like steel: Defence against unfair trade practices: The Commission is already imposing a record number of measures to offset the detrimental effect of dumping, with 37 anti-dumping and anti-subsidy measures in place on steel products (16 of which on steel imports from China). The Commission will further accelerate the adoption of anti-dumping measures and stands ready to make additional proposals to speed up the overall procedure and improve the efficiency of the current system. It is high time to back up rhetoric with action: a swift adoption by the co-legislators of the Commission proposal from 2013 to modernise trade defence instruments is crucial to streamline procedures and increase their speed and effectiveness. Notably the removal of the so-called lesser duty rule in certain circumstances would allow imposing higher anti-dumping duties. The Commission will also propose a prior surveillance system on steel products. Prior surveillance measures are part of the EU's existing safeguard instrument and can be introduced when import trends threaten to cause injury to European Union producers. Tackling the causes of global overcapacity: In addition to measures aiming to address global overcapacity, the Commission is tackling the underlying causes of the problem at bilateral and multilateral level. This is being done with the EU's main partners (China, Japan, India, Russia, Turkey and the United States) as well as in relevant international fora such as the OECD and the WTO. Just last week, bilateral meetings were held with China and Japan. The Commission will further reinforce this international work, in particular in the context of the G20. Investing in future solutions and technologies for a more competitive industry: The long-term competitiveness of energy-intensive industries depends on their ability to develop breakthrough technologies in areas such as energy efficiency or carbon capture and utilisation. This requires more private and public investment in innovation, research and new technologies. At EU level, various funds are available to support the steel industry on its modernisation path. These funds include the €315 billion European Fund for Strategic Investments (which has already supported the modernisation of a steel factory), EU Structural and Investment Funds and the EU research funding programme Horizon 2020. Today's Communication lists the various options clearly. Industry should make full use of these possibilities. Modernising the steel industry by investing in people: Maintaining a modern and competitive steel industry requires a skilled and well-trained work force. With the forthcoming New Skills agenda, the Commission will aim to build a shared commitment to invest in people and their skills in close cooperation with Member States and social partners. The European Globalisation Adjustment Fund and the European Social Fund are available to support workers and their local communities, mitigating adverse social consequences in the context of relocation. Focused policies in areas like competition, energy, emissions trading and the circular economy will help the steel industry to thrive: Ourrevised state aid rules provide ample opportunities for Member States to support cross-border technology, research and innovation and renewable energy schemes. The proposed revision of the emission trading system, currently being discussed by the co-legislators, should be helpful for the steel sector and ensure that it gets an appropriate level of support in the context of the emissions allowance distribution. Commission policy in the areas of climate change and the circular economy are also relevant in this context. Background The steel industry in Europe is world-leading in certain steel product segments, represents 1.3% of EU GDP and provided around 328,000 jobs in 2015. The steel industry is also an important source of indirect employment, since it plays a significant role for many other industrial sectors such as the automotive industry. Despite the potential of the European steel sector and the significant efforts made to innovate and modernise, its competitive position on the global steel market has deteriorated in recent years. Excess production of steel in third countries such as China has increased exports, depressed prices, and given rise to an unprecedented wave of unfair trading practices, distorting the global level playing field. The current challenges for the steel industry are serious, but they can be overcome if all players work together in a spirit of sincere cooperation. The Commission will continue to monitor the situation closely and stands ready to put forward additional measures, as necessary. There is no time to lose to preserve sustainable jobs and growth in Europe.
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Gutas 16/03/16 21:26
Ha respondido al tema Arcelor Mittal (MTS)
Mas buenas noticias, los precios se recuperan y ArcelorMittal empezara a vender mas caro sus productos en Abril en Sudafrica. http://www.mineweb.com/news/iron-and-steel/arcelormittal-sa-to-increase-steel-prices-next-month/ South Africa ArcelorMittal SA to increase steel prices next month Cites global economic developments as part of the reason for price hike. Reuters | 16 March 2016 13:09 Steel Pipe Manufacture For Oil And Gas Industry At Interpipe Ukraine LLC's New Mill JOHANNESBURG – ArcelorMittal South Africa will increase the prices of its steel products from April as it tries to stabilise the business amid rising input costs and after heavy losses due to competition from cheap imports, it said on Wednesday. “The global economic developments and the sustainability of the steel industry are among the factors which led the company to increase prices following its monthly price review,” it said in a statement. The company, majority-owned by ArcelorMittal, said it would increase the prices of hot rolled coil by 8% on average and plate by 11%, among other products. South Africa last year slapped a 10% tariff on imported steel and ArcelorMittal, which had been hurt by cheap steel from China, said in January the government was increasing duties further. ArcelorMittal South Africa is focused on the local steel market, where it is still the largest player. The company, which is reviewing its loss-making Saldanha plant near Cape Town, said a 20% jump in iron ore prices over the last month and a further hike in South Africa’s electricity costs this year influenced its decision. “The challenges faced by ArcelorMittal South Africa and the local steel industry are still persisting, and they are putting the company and the steel sector in a difficult position,” it said.
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Gutas 15/03/16 12:16
Ha respondido al tema Arcelor Mittal (MTS)
Ok hubiera sido una informacion util, no quisiera ser el ultimo mono en moverme. Estoy viendo que tenia que haber vendido los derechos para mi operacion blanca cuando tocaron los 1.10 esta mañana... Ahora tengo miedo los derechos no hagan mas que bajar hasta el ultimo dia :( Que tension la AK.
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