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Thema: Mechel - besserer Blue chip als Severstal?

  1. #31
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    Russland: Putin mit Absatzpolitik von Stahlproduzent Mechel unzufrieden

    http://www.russlandonline.ru/ruwir00.../imgbv36ak.jpg

    Russlands Regierungschef Wladimir Putin hat seine Unzufriedenheit mit der Absatzpolitik des großen russischen Metallproduzenten Mechel geäußert. Er habe dem Föderalen Antimonopoldienst und dem Untersuchungsausschuss bei der Generalstaatsanwaltschaft empfohlen, die Aktivitäten von Mechel zu überprüfen, sagte Putin am Donnerstag in Nischni Nowgorod (Wolgagebiet) in einer Beratung zu Problemen der Metallurgie.
    "Im ersten Quartal dieses Jahres hatte Mechel Rohstoffe ins Ausland zu Preisen verkauft, die nur die Hälfte der Binnen- und der Außenmarktpreise betrugen." Dabei bemängelte Putin, dass der Staat eine beachtliche Summe an Steuern verloren habe. (Yukos lässt grüssen Hasi)

    "Man muss klären, was bei Mechel los ist", sagte der Regierungschef. Igor Sjusin, der Leiter und größte Aktionär von Mechel, war zu der Beratung eingeladen worden, ließ sich aber wegen Krankheit entschuldigen. "Wir haben den Chef und Eigentümer eingeladen, und er meldet sich sofort krank. Natürlich bleibt Krankheit Krankheit. Aber ich denke, dass er (Sjusin) schnellstmöglich genesen sollte. Sonst werden wir zu ihm einen Doktor schicken müssen, der dann alle Probleme lösen wird", sagte der Regierungschef.

    Kurze Zeit nach Putins Erklärung brachen Amerikanische Hinterlegungsscheine (ADR) auf Mechel-Aktien an der New Yorker Wertpapierbörse (NYSE) um 15,5 Prozent ein. Der Sturzflug halte weiter an, hieß es in New York. RIA Novosti

  2. Nach oben    #32
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    ..sollen Steuerbetrüger in RU angeklagt werden wie in den USA? ...oder nicht?

    Putin schreckt Anleger

    http://www.fuw.ch/images/fuwlogo.jpg

    Von Gerhard Beck
    Die Angst vor staatlichen Eingriffen in die Wirtschaft lässt die russische Börse auf Tauchfahrt gehen. Auslöser ist Ministerpräsident Putin, der Druck auf Mechel ausübt. Das blieb nicht folgenlos: Die Titel verloren letzte Woche in Moskau 30% und zum Wochenauftakt weitere 27% auf 18.70$. Putin wirft dem sechstgrössten Stahlproduzenten des Landes Steuerbetrug vor. Das Unternehmen soll Kokskohle zu einem Viertel des Inlandpreises an eine Schweizer Tochter veräussert haben, um Steuern zu umgehen. Die Kohle sei dann zu Marktpreisen weiterverkauft worden. Parallelen zum Fall Yukos sind offensichtlich. Chodorkowski wurde vor allem vorgeworfen, russisches Öl an ausländische Offshore-Unternehmen zu billig verscherbelt zu haben, um es dann zu Weltmarktpreisen abzusetzen. Die Angst, der Staat könnte zu einer Kontrolle der Preise zurückkehren, lässt internationale Investoren davor zurückschrecken, in Russland zu investieren. Das imposante Wirtschaftswachstum allein zieht daher zu wenig ausländische Direktinvestitionen an. Putin sollte das bedenken.
    Die attackierte Mechel reagiert vorsichtig-zurückhaltend und will mit den Behörden zusammenarbeiten und die Preise anpassen. Das metallurgische Kombinat aus Tscheljabinsk gab zu, dass der Exportpreis im ersten Quartal nur einen Bruchteil des Inlandpreises betragen hatte. Putin kritisierte auch, dass der Stahlproduzent russische Abnehmer massiv benachteiligt und die hohen Preise auf dem Binnenmarkt ausgenützt habe. Und willfährig leitete das Kartellamt ein Verfahren ein. Dabei kann keine Rede davon sein, dass die Gesellschaft im Stahlgeschäft des Landes eine Monopolstellung hat. Wenn sich der Staat in die Preisbildung der Unternehmen einmischt, gewinnt Russland kein Vertrauen bei internationalen Anlegern.
    Genauso schlecht für den Investitionsstandort Russland ist der Streit der russischen und der britischen Co-Eigentümer des Vorzeigeölunternehmens TNK-BP. Ein Bündnis russischer Oligarchen versucht seit geraumer Zeit rechtlich gegen den CEO des drittgrössten russischen Ölkonzerns vorzugehen. Der langjährige Topmanager Robert Dudley soll nur die Interessen von BP vertreten haben. Dudley warf hingegen den Unternehmern Vekselberg, Fridman, Khan und Blawatnik vor, nur an schnellem Geld interessiert zu sein und die langfristige Entwicklung der Gesellschaft zu vernachlässigen. Putin und der neue Präsident Medwedew haben bisher nicht klar Position bezogen. Vielen Investoren kommen jedoch immer grössere Zweifel an der Rechtssicherheit in Russland. Für den Kapitalmarkt sind solche Konflikte Gift. Der russische Leitindex verlor letzten Freitag 5,6%. Auch Anfang der Woche setzte sich die Talfahrt fort. Verlierer sind beide – BP und der Staat. Russland riskiert im Konflikt seinen drittgrössten, technisch vorbildlichen Produzenten nachhaltig zu schädigen. BP müsste hohe Gewinneinbussen hinnehmen. Denn rund ein Viertel der Gesamtproduktion und ein Fünftel der Reserven entfallen auf TNK-BP.
    Ökonomisch ruht sich Russland derzeit auf den hohen Energiepreisen aus, und die Unternehmen verzeichnen hohe Gewinnsteigerungen. Putin vergisst jedoch, dass die Wirtschaft dringend Modernisierungen und Investitionen braucht, um sich entwickeln zu können. Eine verlässliche Rechtsprechung und eine Corporate Governance, die internationalen Kriterien entspricht, sind nötig, damit sich die Börse wieder erholt. Vorerst warten die Investoren aber vergeblich auf gute Nachrichten aus Moskau.

  3. Nach oben    #33

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    Unfug.
    Dank meiner Stiftung PRO OLIGARCH haben Oligarchen sowas wie Steuerbetrug nicht nötig.
    Im attachment kann man sehen wie verarmte Oligarchen mit dem von mir in harter Arbeit verdienten daytrading profits die an die Stiftung PRO OLIGARCH abgeführt werden sich und anderen eine kleine Freude bereiten.
    Zuerst haben wir den Eisbecher OLIGARCH der mit 187 mg reinem Blattgold garniert wird. Gold ist essbar und soll zwar nicht intelligenz aber potenzfördernd wirken, jedenfalls ab 950 US$/ounce.
    Daneben Katzennahrung OLIGARCH. Es wird aus einer aus Japan stammenden
    nach Sibirien exportierten felllosen Rinderrasse gemacht Sibirien wird zu diesm Zweck mit Gazprom Edelgas beheizt. In freier Wildbahn ist das Rind eine begehrte Beute freilebender Hauskatzen. Jedenfalls wenn die Gegend beheizt ist.
    100 gramm gehen für 500 US$ an den naturnah katzenhaltenden Oligarchen.
    Miniaturansichten angehängter Grafiken Miniaturansichten angehängter Grafiken edible_gold_leaf.jpg‎  

    kobe_beef.jpg‎  



  4. Nach oben    #34
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    Sorry Vladi, Du scheinst mir zu antworten. Kann Dich "leider" nicht sehen

  5. Nach oben    #35

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    Nein. Ru bull nummern nur wenn ein trade gegen mich gelaufen ist da braucht man was zum lachen. Sonst nicht.

  6. Nach oben    #36

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    Putin, Medvedev Diverge as Protege Shows He Isn't a `Puppet'

    Die verstehen Putins Mafia system nicht...einfach mal nach Palermo fahren
    RU ist dasselbe nur grösser ich bleibe bei den Mechel calls der Mechel Oligarch wird das Schutzgeld zahlen...nein nein nicht Steuernachzahlung Schutzgeldnachzahlung also RU bleibt Oligarchie wenn Putin nicht erledigt werden kann wie wärs mal mit Polonium sprudel?

    Putin, Medvedev Diverge as Protege Shows He Isn't a `Puppet'

    By Henry Meyer

    Aug. 1 (Bloomberg) -- The honeymoon between Russian President Dmitry Medvedev and Prime Minister Vladimir Putin may be over.

    Medvedev's implicit accusation yesterday that his predecessor caused ``nightmares'' for business in Russia by attacking a steel and coal company was the latest sign of division.

    The two have rarely been seen in public together since the May 7 presidential inauguration, though Medvedev says they speak several times a day. While Putin maintains control of foreign policy, some key allies, including First Deputy Prime Minister Igor Shuvalov, are now siding with the president.

    ``Medvedev does not want to remain a puppet president any longer,'' said Alexei Mukhin, director of the Center for Political Information, an independent research group in Moscow. ``He's trying to speed up a handover of power.''

    For now, Medvedev's criticisms are more warning shots than a struggle for power with Putin, who is still the nation's pre- eminent politician. Putin, not Medvedev, will be traveling to Beijing next week for the opening of the Olympic Games and to meet world leaders, including U.S. President George W. Bush.

    Putin's July 24 attack on OAO Mechel for alleged price fixing halved its share price and wiped more than $60 billion, or almost 9 percent, off the Russian stock market.

    Shuvalov, who stands in for the prime minister when he is away, and the president's economic adviser, Arkady Dvorkovich, were among those who showed displeasure at Mechel's treatment.

    Divided Loyalties

    They belong to a group of Russian officials who, like Medvedev, oppose state intervention in the economy and favor foreign investment. Putin has a history of interference, including the takeover of OAO Yukos Oil Co., once Russia's largest oil producer.

    ``There are number of people with split loyalties,'' said Sergei Markov, a pro-government lawmaker and director of the Institute of Political Studies, which advises the Kremlin. ``People like Dvorkovich dreamed of a person like Medvedev becoming president and they are happy to be Medvedev supporters.''

    So far, Putin, 56, who handed the presidency to Medvedev, 42, after stepping down at the end of his eight years in the Kremlin, has managed to keep the main levers of power. Putin allies dominate the presidential administration and the Cabinet.

    The Russian president may seek to reshuffle Putin's Cabinet as early as September or October, according to Mukhin.

    The president will start replacing regional governors who owe their jobs to Putin, and possibly Moscow Mayor Yuri Luzhkov as well, Kremlin spokesman Alexei Pavlov said.

    Stronger Hand

    While Medvedev formally has the power to dismiss the prime minister, Putin currently has the stronger hand as leader of the ruling United Russia party. He controls a two-thirds majority in the lower house of parliament, enough to impeach the president. He has also set up a mini-cabinet that reports only to him, including the defense, interior and foreign ministers, who should nominally be under presidential control.

    Western diplomats in Moscow say their governments were taken aback when Russia vetoed United Nations sanctions against Zimbabwe on July 12, four days after Medvedev agreed to punitive measures at a meeting with other Group of Eight leaders in Japan.

    Medvedev, a lawyer by training, has stressed the need for more dialogue between East and West. Under Putin, a former KGB colonel, ties with the U.S. and Europe became increasingly strained.

    Russia's new foreign affairs strategy, approved last month, for the first time made explicit the role of the prime minister in implementing the policy.

    Putin's Popularity

    Putin remains Russia's most popular politician, trusted by 54 percent of Russians, compared with 36 percent for Medvedev, according to a poll published July 25 by the Moscow-based Levada Center.

    Tension between the two men was clear already on May 9, when Putin watched stonily as the new president addressed the nation from Red Square on the anniversary of victory in World War II.

    The first sign that Medvedev may be challenging his second-tier status came a day before the Mechel affair broke, when he demanded a shake-up in the bureaucracy he inherited, condemning the sale of posts to the highest bidder.

    Putin's Mechel attack exacerbated investor concern toward Russia amid turmoil in global equity markets and falling commodity prices.

    `Utmost Care'

    Shuvalov said Mechel shouldn't share the fate of now bankrupt Yukos. Dvorkovich warned of the need to exercise ``utmost care'' toward publicly quoted companies and the stock market.

    Investors are assuming the current power structure will last for a 12-month ``honeymoon period, but the risk of some changes ahead of that is one reason why investors remain nervous of Russia and why they are inclined to panic quickly,'' said Chris Weafer, chief strategist at UralSib Financial Corp. in Moscow.

    Medvedev will have to tread carefully if he wants to avoid open war with Putin, said Yury Korgunyuk, an analyst with the INDEM research group in Moscow.

    ``For the moment, Medvedev is biding his time, hoping to exploit more of Putin's mistakes,'' he said. ``It's important for him not only to push Putin aside but to avoid an all-out conflict.''

  7. Nach oben    #37
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    Russische Mechel braucht 2 Mrd. USD Kredit

    Moskau 01.12.08 Der russische Minenbetreiber und Stahlproduzent Mechel hat die russische Wneschekonombank um einen Kredit in Höhe von 2 Mrd. USD gebeten, um damit die Auslandsschulden begleichen zu können. Dies berichtet heute die russische Tageszeitung Wedomosti.

    Wie aus Kreisen berichtet wurde, werde das Geld benötigt, um damit die Schulden für die Übernahme des Chrom- und Nickelproduzenten Oriel benötigt. Weiterhin wird berichtet, dass die Gespräche über die Bedingungen des Vertrages noch verhandelt würden.
    Erst in der vergangenen Woche hatte die Evraz Gruppe einen Kredit in Höhe von 1,8 Mrd. USD von der WEB erhalen

  8. Nach oben    #38
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    Mechel Posts Record Profits for 9 Months
    19 December 2008

    Mechel, the country's largest coking coal producer, had record profits in the first three quarters of the year but will have to cut production and working hours to navigate through a period of sinking commodities prices, chief executive Igor Zyuzin said Thursday.

    Net income soared 131.9 percent to $1.64 billion, and earnings before interest, tax, depreciation and amortization rose 137.7 percent to $2.86 billion on record coal and steel prices, Mechel said in a statement. Sales grew 85 percent to $8.6 billion.

    The company's American Depositary Receipts were down 2.6 percent at 2:12 p.m. in New York, outperforming Russian stock indexes. The RTS Index fell 4.5 percent Thursday.

    Speaking during a conference call after the company announced its results, majority owner Zyuzin said Mechel had hedged itself to protect against crisis related risks. But the company, which faced a stinging attack in July from Prime Minister Vladimir Putin on its pricing policies, faces worse results for the fourth quarter as demand for coking coal and steel sinks.

    As a result, Zyuzin said, Mechel will cut its overall production by 20 to 25 percent in the fourth quarter of 2008 and the first quarter next year. To keep its profits high, he said, Mechel is increasing its sales of thermal coal and reducing coking coal production as well as looking to ferroalloys instead of nickel.

    "We are adjusting production to a bigger share of steam coal, as its market has improved," Zyuzin said, adding the demand for the coking coal had halved.

    Zyuzin said he was expecting the reduction of the coking and thermal coal prices by 20 to 30 percent in the first half of the next year.

    Mechel also had a 50 percent hedge against rising electricity prices, Zyuzin said, and a number of other measures should help the company get through the down market.

    "Our drivers are: selling metals through our own broad sales network, sales of metals for different industries, and exposure to different world markets," he said. The company exports to South Korea, Japan, as well as to Europe.

    Putin criticized the company for selling coking coal, one of the materials used in steelmaking, to domestic customers at double the price it was selling it abroad.

    Zyuzin said that while he expected an overall slowdown on the Russian construction market of 10 to 20 percent in 2009, Mechel's sales structure would enable the company to increase its market share.

    Zyuzin said Mechel had reduced work hours instead of cutting jobs, and had already saved $30 million with the measure this year.

    Mechel had frozen almost all of its investment programs until January 2010, prioritizing the construction of a rolling mill at the Chelyabinsk Steel Plant and construction of a rail link to its Elga coal deposit and the open pit at the site.

    "We hope that in 2009 the company will continue its mergers and acquisitions activity, partially offsetting negative consequences of the world economic crisis," Zyuzin said.

  9. Nach oben    #39
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    13.01.2009 07:20
    Mechel OAO Announces Payment of Dividends Based on the Results for 2007 Fiscal Year


    MOSCOW, January 13 /PRNewswire/ --

    Mechel OAO (News) (NYSE: MTL), one of the leading Russian mining and metals companies, announces a dividend payment (including taxes) of RUR10,974,744,749.12 (approximately US$378.4 million as of December 31, 2008), based on the Company's results for the 2007 fiscal year.

    Mechel OAO has allocated for its annual dividend payment to shareholders for the 2007 fiscal year the total of RUR10,981,222,253.10 (approximately US$378.6 million as of December 31, 2008) (including taxes), or RUR26.38 (approximately US$0.9 as of December 31, 2008) per one ordinary registered book-entry share. The amount of funds allocated to pay the annual dividend is over 50% of the company's net profit for 2007 according to US GAAP.

    As of December 31, 2008, all funds to pay the dividend to the holders of Mechel's ADRs were transferred to the account of the Company's depositary bank (Deutsche Bank), which will distribute them before January 15, 2009.

    Total dividends of RUR6,477,503.98 (approximately US$223 thousand as of December 31, 2008), or 0.06% of the allocated amount, were not distributed to certain shareholders due to their failure to fulfill their obligations to provide information on their bank details required to transfer the dividends.

    Mechel is one of the leading Russian companies. Its business includes four segments: mining, steel, ferroalloy and power. Mechel unites producers of coal, iron ore concentrate, steel, rolled products, ferroalloys, hardware, heat and electric power. Mechel products are marketed domestically and internationally.

    Some of the information in this press release may contain projections or other forward-looking statements regarding future events or the future financial performance of Mechel, as defined in the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. We wish to caution you that these statements are only predictions and that actual events or results may differ materially. We do not intend to update these statements. We refer you to the documents Mechel files from time to time with the U.S. Securities and Exchange Commission, including our Form 20-F. These documents contain and identify important factors, including those contained in the section captioned "Risk Factors" and "Cautionary Note Regarding Forward-Looking Statements" in our Form 20-F, that could cause the actual results to differ materially from those contained in our projections or forward-looking statements, including, among others, the achievement of anticipated levels of profitability, growth, cost and synergy of our recent acquisitions, the impact of competitive pricing, the ability to obtain necessary regulatory approvals and licenses, the impact of developments in the Russian economic, political and legal environment, volatility in stock markets or in the price of our shares or ADRs, financial risk management and the impact of general business and global economic conditions.


    PS. so langsam werde ich mich an den Tresen bewegen um noch ein Paar Stücke nach den gestrigen roten Zahlen von Alcoa einzusammeln, ich hatte im Dezember schon mal angefangen.
    Miniaturansichten angehängter Grafiken Miniaturansichten angehängter Grafiken Mechel.jpg‎  


  10. Nach oben    #40
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    http://www.fuw.ch/images/fuwlogo.jpg

    Russischer Stahl für China
    Rubelschwäche stützt den Export – Günstige Produktionsbedingungen – Aktien erholen sich


    Gerhard Beck

    Die Aktien russischer Stahlproduzenten sind in den vergangenen drei Wochen mehr als 60% gestiegen. Der schwache Rubel treibt den Export nach Asien an. Dort steigt die Nachfrage nach billigerem Stahl aus Russland. Ein hoher Anteil des chinesischen staatlichen Konjunkturprogramms von rund 586 Mrd. $ soll in die Modernisierung der Transportinfrastruktur investiert werden.


    Die Stahlpreise haben sich deshalb wieder etwas erholt. Obwohl die chinesische Stahlindustrie nur 60 bis 70% ausgelastet ist, bleibt der Import aus Russland wegen des schwachen Rubels attraktiv. China hat bisher auf neue Importzölle für Stahl und Rohstoffe verzichtet. Die Industrie braucht trotz des schwächeren Wirtschaftswachstums immer noch viel Stahl.


    Flaute auf dem Heimmarkt

    In anderen Regionen und auf dem russischen Heimmarkt sieht die Nachfragesituation weniger gut aus. In den USA sollen nur 90 Mrd. $ des Konjunkturprogramms von 787 Mrd. $ in die Infrastruktur fliessen. Die US-Stahlindustrie ist höchstens zur Hälfte ausgelastet, und der protektionistische Wirtschaftskurs erschwert russischen Billiganbietern den Marktzugang.


    In Russland selbst gehen wenige Impulse vom Binnenmarkt aus. Viele grosse Infrastrukturprojekte sind auf Eis gelegt. Der Energiesektor schubladisiert die meisten Vorhaben, und der Staat scheint mit den Vorbereitungen für die Olympischen Spiele in Sotschi ausgelastet zu sein. Die Stahlindustrie war Ende 2008 nur noch zur Hälfte ausgelastet.
    Die Stahlwerke des Landes produzieren im internationalen Vergleich sehr günstig. Die grossen Konzerne sind im Gegensatz zum globalen Trend vertikal integriert. Sie verfügen meist über eine eigene Rohstoffbasis und Energieversorgung, sodass sie die Kosten niedrig halten können. Die Rubelabwertung hat die Ausfuhren angeregt. Exportorientierte Unternehmen wie Evraz Group, Mechel und Severstal haben weiterhin gute Wachstumschancen. Trüber sind die Aussichten für die auf den Binnenmarkt konzentrierten Gesellschaften wie MMK und NLMK.


    Exportwachstum

    Die Ausfuhren stiegen auch im Krisenjahr 2008. Der Export von Halbfabrikaten aus Eisen und nicht legiertem Stahl nahm 6,6% auf 15,18 Mio. Tonnen im Wert von 10,4 Mrd. $ zu. Die Ausfuhr von Flachwalzgut aus Eisen und nicht legiertem Stahl sank hingegen 6,3% auf 5,9 Mio. Tonnen oder 4,5 Mrd. $. Der Export von Erzen und Eisenkonzentraten in die GUS-Staaten stieg 8,6% auf 4,1 Mio. Tonnen und von Flachwalzgut 8,3% auf 1,1 Mio. Tonnen. Insgesamt exportierte Russland im vergangenen Jahr 41,2 Mio. Tonnen Eisenmetalle im Gesamtwert von 28,6 Mrd. $.


    Evraz Group, der international ausgerichtete, zweitgrösste russische Stahlkonzern steigerte den Umsatz in den ersten neun Monaten 2008 gegenüber dem Vorjahr von 5,95 auf 17 Mrd. $. Der Betriebsgewinn vor Amortisation und Abschreibungen (Ebitda) nahm von 4,24 auf 5,95 Mrd. $ zu.
    Severstal schränkte im vierten Quartal die Stahlproduktion gegenüber dem dritten um fast die Hälfte auf 3,1 Mio. Tonnen ein. Dennoch überstieg die Jahresproduktion von 19,2 Mio. Tonnen Stahl den Vorjahresausstoss um 10%. Im ersten Semester 2008 erwirtschaftete der Konzern einen Gewinn von 1,9 Mrd. $ (+69%).
    Mechel erhielt Anfang Jahr einen Kredit der Gazprombank über 1 Mrd. $, womit der Kauf der britischen Oriel Resources refinanziert werden soll. Diese Lösung stimmt zuversichtlich, weil der Stahlkocher dadurch nicht direkt auf staatliche Finanzhilfe angewiesen ist. In den ersten neun Monaten 2008 wurde der Gewinn auf 1,64 Mrd. $ gegenüber dem Vorjahresergebnis mehr als verdoppelt.
    Trotz der kränkelnden Hauptmärkte in Russland und den USA können sich die russischen Billiganbieter behaupten. Ein markanter Gewinnrückgang ist 2009 aber nicht zu vermeiden. Das Ölabkommen mit China stützt den Röhrenhersteller TMK. Die Aktien Evraz, Severstal und Mechel bergen weiteres Aufwärtspotenzial. MMK und NLMK hingegen sind schon wieder überbewertet, weil die binnenmarktorientierten Unternehmen kaum vom fallenden Rubel profitieren.
    Russische Stahlaktien sind nur für risikofähige Anleger mit Geduld geeignet. Nicht zuletzt, weil die Gesellschaften von Mehrheitsaktionären kontrolliert werden und die Titel oft mit hoher Geld-Brief-Spanne notieren. TMK und Mechel werden manchmal tagelang gar nicht gehandelt. Als Beimischung können sich jedoch besonders Evraz und Severstal als Salz in der Suppe erweisen.

  11. Nach oben    #41
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    03.04.2009 09:50
    Mechel Completes Its Preferred Shares Placement

    Mechel OAO (News) (NYSE: MTL), one of the leading Russian mining and metals companies, announces the completion of the open subscription placement of its preferred shares.

    The preferred shares placement was completed April 2, 2009, when the procedures of payment and transition of shares to the buyer occurred. During the placement process only one offer to purchase the preferred shares of the Company was submitted. The preferred shares were purchased by one of Mechel's subsidiaries, Skyblock Limited. According to the international financial reporting standards of US GAAP used by the Company, the issued shares have become treasury stocks.

    Placement of the preferred shares through public offering in the amount of 138,756,915 started on April 1, 2009. In compliance with the resolution of Mechel OAO's Board of Directors, the nominal value of each preferred registered book-entry share is RUR 10.0 (approximately USD 0.3).

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    Mechel zahlt für US-Hütte Bluestone Coal 436 Millionen Dollar

    MOSKAU, 26. Februar (RIA Novosti). Der russische Stahlkonzern Mechel hat eine endgültige Vereinbarung über die Übernahme der US-Hütte Bluestone Coal unterzeichnet.

    Die Akquisition lässt sich der russische Konzern 436 Millionen US-Dollar kosten. Außerdem übergibt er den jetzigen Bluestone-Coal-Eignern 83,2 Millionen eigener Vorzugsaktien. Der Deal soll in diesem Mai perfekt gemacht werden, teilte Mechel am Mittwoch mit.

    Bluestone hat 2008 rund 2,8 Millionen Tonnen Kokskohle hergestellt und einen Bruttoerlös von 327 Millionen Dollar erwirtschaftet, wobei das EBITDA rund 94 Millionen Dollar betrug.

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    Wirtschaftsnews - von heute 10:41

    Mechel übernimmt weiteren US Stahlproduzenten
    Moskau 23.04.09 (www.emfis.com) Der russische Minen- und Stahlkonzern Mechel hat gestern die Übernahme des US Stahlproduzenten Bluestone Coal für 436 Mio. USD und 83,3 Mio. Mechel-Vorzugsaktien beschlossen.

    Mechel hat mitgeteilt, dass die Übernahme das Ziel hat, einen der weltweit größten Produzenten von Kokskohle zu formen.


    Quelle: EMFIS.COM, Autor: (cs

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    Russischer Stahlkonzern Mechel meldete Gewinnsprung für 2008


    MOSKAU, 03. Juni (RIA Novosti). Der große russische Stahlproduzent Mechel hat für 2008 einen Gewinnsprung gemeldet.

    Im Vorjahr habe Mechel einen nach US-GAAP kalkulierten Überschuss von 1,14 Milliarden US-Dollar erwirtschaftet, 24,9 Prozent mehr als 2007, teilte das Unternehmen am Mittwoch in Moskau mit.

    Der Umsatzerlös sei um 48,9 Prozent auf 9,95 Milliarden Dollar gewachsen. Das Ergebnis vor Steuern, Zinsen und Abschreibungen (EBITDA) nahm von 1,66 Milliarden auf 2,05 Milliarden Dollar zu, hieß es.

    Allerdings wurde im vierten Quartal 2008 wegen der globalen Finanz- und Wirtschaftskrise ein Verlust in Höhe von 497,93 Millionen Dollar erzielt, gegenüber einem Überschuss von 535,7 Millionen Dollar im Vergleichszeitraum 2007. Der Umsatzerlös sei in den letzten drei Monaten 2008 um 57,6 Prozent auf 1,37 Milliarden Dollar geschrumpft.

    Die Mechel-Gruppe hält Mehrheits- bzw. Minderheitsanteile unter anderem am Hüttenkombinat Tscheljabinsk, dem Handelshaus Mechel, den Unternehmen "Juschny Kusbass" und Juschuralnikel, dem Metallurgiekombinat Belorezk, Mechel Trading, Mechel Nemunas (Litauen) sowie Mechel Targoviste und Mechel Campia Turzii (beide Rumänien).

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    Mechel slashes dividends nearly 80pct
    Saturday, 04 Jul 2009

    Interfax reported that shareholders in Mechel voted at their AGM on June 30th to accept dividends of RYB 5.53 per ordinary share and RUB 50.55 on preferred shares for 2008.

    The board recommended overall dividends of RUB 2.302 billion on ordinary shares and RUB 7.014 billion preference.

    Mechel paid RUB 26.38 a share for 2007, so last year's dividend goes down by 71.2%.

    Mechel's dividend policy in the past recommended that at least half of net profit to US GAAP be set aside for shareholders.

    (Sourced from Interfax)

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    Russische Metallaurgieriesen steigern Produktion um fast ein Drittel

    MOSKAU, 25. Juli (RIA Novosti). Die größten russischen Eisenmetallurgiebetriebe, die etwa 90 Prozent des Inlandsmarktes kontrollieren, haben die Produktion zwischen November 2008 und Juni 2009 um 27 Prozent gesteigert.

    Das geht aus einem Bericht des russischen Industrie- und Handelsministers Viktor Christenko hervor. Es handelt sich unter anderem um solche Riesen wie das Westsibirisches Metallurgiekombinat, das Metallurgiekombinat Nichni Tagil, das Metallurgiekombinat Nowokusnezk, SeverStal, die Magnitogorsker Hütte, das Kombinat Nowolipezk und Mechel.

    Im November 2008 - dem schlimmsten Monat für die Branche seit dem Ausbruch der globalen Finanz- und Wirtschaftsksrise - sei die Produktion von Eisenmetallen im Vergleich zum Durchschnittswert der ersten acht Monate 2008 um 46 Prozent eingebrochen. Im Juni 2009 sei ein Rückgang von 19 Prozent registriert worden, heißt es in dem am Freitagabend in Moskau veröffentlichten Dokument.

    Der weltgrößte Stahlproduzent China steigerte seinen Anteil am globalen Markt von 38 Prozent im ersten Halbjahr 2008 auf 48 Prozent in den ersten sechs Monaten 2009. Russland blieb mit 26,3 Millionen Tonnen Stahl bzw. dem 5-prozentigen Anteil am Weltmarkt im ersten Halbjahr 2009 der weltweit viertgrößte Stahlproduzent. Die USA lagen mit 24,1 Millionen Tonnen (4,0 Prozent) auf Platz fünf.

    Nach Schätzung der internationalen Stahlvereinigung (World Steel) wird das in der Eisenmetallaurgiebranche 2007 registrierte Niveau der Produktion nicht früher als 2012 wiederhergestellt.

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    Mechel’s New Production Line

    Mechel’s New Production Line September 14, 2009 |

    One of Russia’s leading mining and metal companies, Mechel OAO (MTL - Analyst Report) is starting a new production line for cold-deformed reinforcement wire at its Beloretsk Metallurgical plant (BMP) subsidiary. Total investment in the project exceeded 55 million rubles ($1.79 million).

    Mechel intends to increase the share of high-margin products manufactured under its Steel division. The company will process the cold-deformed reinforcement wire at its production unit in Moscow into quality wire rod highly demanded in construction. Mechel foresees an increase in demand for this new class of steel products. The company has already received an order for reinforcing wire of BMP production.

    Due to low carbon content and mechanical strengthening, the cold-deformed reinforcement wire has several advantages compared to hot-rolled reinforcement wire such as improved welding characteristics, increased toughness and durability, and lack of scale. Additionally, cold-deformed reinforcement wire has higher design resistance to expansion and compression allowing reduction of its expenditure at 10% to 15%.

    Demand for steel in Russia is expected to be high in the coming years. Mechel and its subsidiaries have implemented a $5.2 billion investment program for 2008–2012, focusing on the development of its Mining and Steel businesses. About $3 billion would go to the Mining business, $2.2 billion to the Steel business, and $42 million to energy projects. Of this, $1.3 billion will be invested in the development of the Chelyabinsk metallurgical plant (Mechel’s primary steel production facility) until 2011.

    The investments should increase total steel capacity by 35% to 6.5 million tons, besides cutting costs through a complete changeover to concasting. Chelyabinsk will increase its flat stainless sheet production by seven times to 300,000 tons and expand its range of construction and engineering steel. As a result, steel production should rise 12% and rolled products output should grow 26%.

    Mechel is looking to invest $1.2 billion in the Mining segment. Part of the spending will be used to increase coal production at Southern Kuzbass by 47% to 21 million tons by 2011. Mechel recently obtained controlling stakes in the coal companies Elgaugol and Yakutugol (68.86% and 100%, respectively), paying $2.34 billion. The companies produce coal in the East Siberian region of Yakutia and had been the largest remaining standalone coal producers in Russia prior to their acquisition by Mechel. Their output is mainly high quality coking coal. Yakutugol produces 10 million tons of coal per year, most of which it has been selling to customers in Japan and Korea. The company plans to increase this output to 15 million tons and redirect it to the domestic market.

    We maintain our Neutral recommendation on the stock.

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    Raspadskaya and Mechel are set to increase domestic and export coking coal prices higher and faster than we expected, and thus we are revising our fair values upward.

    Raspadskaya, Russia’s second-largest producer of coking coal, increased domestic prices by 33 percent, according to Metal Expert. The average price for coking coal concentrate rose by 900 rubles ($30) per metric ton to 3,600 rubles on FCA (free carrier) basis from February. In our RASP model we used an average 2010 domestic coking coal price of RUB3150/tonne, thus RUB3600/tonne is more than we expected. Mechel also confirmed an expected increase in the domestic coking coal price by 20% from USD100/tonne to USD120/tonne. Export prices will rise to USD160/tonne (FCA) and USD190/tonne (FOB) in February 2010.changing the Evraz GDR target price from USD41.42/GDR to USD44.07/GDR.
    We also revised the target prices for MMK downward, from USD16.70/GDR to USD15.80/GDR and NLMK down from USD48.90/GDR to USD46.07/GDR, as we believe these companies are likely to be most affected by rapid growth in domestic coking coal prices, but we reiterate our Buy recommendation for both stocks.
    These increases in domestic coking coal prices drive our RASP 2010 target price up to USD10.5/share from the current USD8.8/share. Also we are revising Mechel’s target price to USD41.4/ADR from USD29.40/ADR. We are

    Quelle: metropol

    Kusoke

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    Mechel revises Yakutia coal production forecast up 20pct

    Thursday, 11 Feb 2010Interfax reported that the Mechel coal and steel group Yakutia-based coal mining unit Yakutugol now plans to produce 9.6 million tonnes of coal this year, 20% above a previous forecast, made before the markets started to recover.

    Mr Igor Khafizov MD of Yakutugol said at a conference of OJSC Mechel Mining managers in Mezhdurechensk that the coal industry hit bottom in the summer, and the markets revived from September onwards, starting with China, then Korea and Japan. OJSC Mechel Mining has consolidated the Mechel group's upstream assets.

    Mr Khafizov said "We should be producing 800,000 tonnes per month by May, up from 550,000 tonnes at present and 900,000 tonnes in October. We need to step up stripping to 5 million tonnes in order to achieve that, and we should have stripped 6.4 million tonnes by the end of the year. We'll commission stage three of the coal enrichment plant in April."

    The Mechel group cut coal production 33% to 17.8 million tonnes in 2009, including coal produced by Mechel Bluestone since May 1, 2009. This included 10.2 million tonnes of coking coal.

    (Sourced from Interfax)

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    Mechel is 100pct loaded

    Sunday, 14 Feb 2010As Uralinformburo was informed at the company, in Q4 2009 there has been increased output of coking coal concentrate by 42%YoY, nickel by 112% YoY, ferrochrome by 199% YoY, steel by 31% YoY, coke by 58% YoY, rolled steel products by 36% YoY, metalware by 45% YoY.

    Mr Vladimir Polin senior vice president of Mechel said the main enterprise of the holding, Chelyabinsk steel works, is now produces more products then before crisis. He said that “In ferroalloys segment production of ferrosilicon and ferrochrome is increased significantly. All ferroalloys plants are fully loaded by orders.”

    The enterprises of Mechel are located in 12 regions of Russia, in Kazakhstan, Romania, Lithuania and Bulgaria. The company unites producers of coal, iron ore concentrate, nickel, steel and finished steel products, ferroalloys, the steel products of further manufacturing, heat and electric power.

    (Sourced from UralInformBuro)

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    Mechel OAO Placed Commercial Papers Of BO-02 Series At a Sum of 5 Billion Roubles


    Moscow, Russia – March 16, 2010 – Mechel OAO (NYSE: MTL), one of the leading Russian mining and metals companies, announces placing its commercial papers.

    On March,16, 2010 Mechel OAO completed placement of its interest-bearing commercial papers of BO-02 series with an obligatory centralized custody(ID serial number 4B02-02-55005-E of 05.02.2009) at MICEX Stock Exchange ZAO.

    Placement was performed by public subscription through collection of offers for fixed-price purchase of commercial papers with coupon rate for the first coupon period under the terms and conditions of Securities Prospectus and Decision on Securities Issuance.

    The number of the commercial papers placed makes 5,000,000 pieces (100% of the issue volume), the nominal value of the commercial papers is 1000 roubles each and the total nominal value of the placed commercial papers is 5,000,000,000 roubles.

    The 1st coupon rate of the commercial papers of BO-02 series is set at the level of 9.75 % per year which corresponds to the sum of 48.62 roubles. According to the Prospectus of the commercial papers of B0-02 series and the Decision on the commercial papers issue of B0-02 series, the coupon rate from the 2nd to the 6th coupon is equal to the 1st coupon rate.

    VTB Capital ZAO, Sberbank OAO, AKB Svyaz Bank OAO and Coalmetbank OAO were managers of the placement.

    Stanislav Ploshchenko, Mechel’s Chief Financial Officer commented on the event: “All in all, we are satisfied with the placement results. Due to the new level of the cost of debt we achieved at the public market we continue improving the group’s credit portfolio by replacing more expensive short-term secured bank loans with more efficient public instruments. High demand – the book was more than four-time oversubscribed at the bottom of the price range - and high quality of investors base, give us reasons to count on healthy liquidity of this paper as well as good perspective for further placement of Mechel’s bonds”.

    Quelle: Mechel

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    Mechel opened representation in China.

    16/03/2010
    Mechel opened its representation in China, the company informed.

    S.Karapetyan is appointed as director. The representation in aimed to support cooperation with Chinese entities and set new business contacts.

    From 2007 Mechel delivers ore concentrate made at Korshunovsky GOK and Yakutugol. The shipment is on rise in line with the contracts settled with China-based companies.

    Besides, Mechel signed a memo on intentions with Minmetals.
    Earlier, Mechel opened representations in South Korea and Japan.

    Mechel Group was set up in Mar. 2003 to involve Izhstal, Cheliabinsky Metallurgic Plant, Yuzhny Kuzbass, Beloretsky Metallurgic Plant, Yuzhuralnickel, Korshunovsky GOK, Vyarsilsky Metalware Plant, Mechel TH, Uralsky Kuznitsa, Moskoks and the Romania- and Lithuania-based plants.

    In 2008 the output declined 3% to 5.909mln ton; rolled products moved down 2% to 5.392mln ton. The coal output increased 24% to 26.393mln ton.

    "AK&M", 16/03/2010

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    Mechel Retains Leadership Among Russian Hardware Producers

    MOSCOW, March 18, 2010 (GLOBE NEWSWIRE) -- Mechel OAO (NYSE:MTL), one of the leading Russian mining and metals companies, announces that according to the report released by Prommetiz, Russian association of hardware producers, in January and February 2010, Mechel's steel division plants retain their leading position among Russian hardware producers which are the members of the association. The plants became leaders in the sphere in the end of 2009.

    In early March, Russian association of hardware producers "Prommetiz" released an analytical survey on hardware market development in Russia, revealing that after the first two months of 2010 Mechel keeps holding its leading position in hardware production in Russia. According to the survey in January and February 2010, the two plants of Mechel's steel division -- Beloretsk Metallurgical Plant ОАО (BMK OAO) and Vyartsilya Metal Products Plant ZAO (VMZ ZAO) jointly produced more hardware than any other Russian companies -- members of Prommetiz association.

    In January members of Prommetiz association produced 105.6 thousand tonnes of hardware, and 119.6 thousand tonnes in February. Thus, the growth rate makes 13.2%.

    Having gained the first position in the end of 2009, in the beginning of 2010 Mechel remains Russian leader in hardware production. In January and February Beloretsk Metallurgical Plant OAO produced over 64.5 thousand tonnes of hardware and Vyartsilya Metal Products Plant ZAO's output volume made above 17 thousand tonnes of hardware. In addition to BMK OAO and VMZ OAO, which are the members of Prommetiz association, there is one more hardware manufacturing plant in Mechel's steel division -- Izhstal OAO. In the first two months of 2010 Izhstal produced 5.6 thousand tonnes of hardware.

    Prommetiz Association is the largest and most comprehensive Russian organization which provides data and analytical surveys about hardware markets. The largest hardware producers of Russia are the members of this organization.

    Vladimir Polin, Mechel OAO's Senior Vice-President, noted: "Due to the positive results of Mechel's trading companies and effective cost-cutting program, we successfully restored our plant's capacity utilization that allowed us to get leading positions on the market of high margin hardware products in 2009 and hold these positions in 2010. This once again confirms that our reasonable strategy of steel division development makes significant opportunities for growth."

    Mechel is one of the leading Russian companies. Its business includes four segments: mining, steel, ferroalloy and power. Mechel unites producers of coal, iron ore concentrate, nickel, steel, rolled products, hardware, heat and electric power. Mechel products are marketed domestically and internationally.

    Some of the information in this press release may contain projections or other forward-looking statements regarding future events or the future financial performance of Mechel, as defined in the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. We wish to caution you that these statements are only predictions and that actual events or results may differ materially. We do not intend to update these statements. We refer you to the documents Mechel files from time to time with the U.S. Securities and Exchange Commission, including our Form 20-F. These documents contain and identify important factors, including those contained in the section captioned "Risk Factors" and "Cautionary Note Regarding Forward-Looking Statements" in our Form 20-F, that could cause the actual results to differ materially from those contained in our projections or forward-looking statements, including, among others, the achievement of anticipated levels of profitability, growth, cost and synergy of our recent acquisitions, the impact of competitive pricing, the ability to obtain necessary regulatory approvals and licenses, the impact of developments in the Russian economic, political and legal environment, volatility in stock markets or in the price of our shares or ADRs, financial risk management and the impact of general business and global economic conditions.

    CONTACT: Mechel OAO
    Ekaterina Videman
    + 7 495 221 88 88
    ekaterina.videman@mechel.com

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    Mechel Announces Coking Coal Concentrate Trading Start at St. Petersburg International Raw Material and Commodity Exchange

    Moscow, Russia – April 05, 2010 – Mechel OAO (NYSE: MTL), one of the leading Russian mining and metals companies, announces coking coal concentrate trading start at St. Petersburg international raw material and commodity exchange.

    On the 2nd of April, 2010 St. Petersburg international raw material and commodity exchange ZAO held the 1st Russian coking coal concentrate auction. The auction was held on the terms of commodity exchange specification of «Energy Resources» section. The commodity was brought forward under delivery basis of FCA Tomusinsk and Mezhdurechensk station of Kemerovsky region, Russian Federation. Mechel Trading House OOO, Mechel OAO’s subsidiary, was one of the participants of the trading. Steel mills and coking plants are expected to become the main coking coal concentrate consumers.

    Mechel OAO highly appreciates the importance of the exchange auctions start for coking coal concentrate. Better availability of pricing information is an effective tool for state antitrust control. Implementation of the commodity exchange mechanism for raw materials competitive pricing is a one more step in developing market economy in Russia.

    Quelle: Mechel

  26. Nach oben    #56
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    ________________________________________
    Mechel reported 4Q 09 and full-year US GAAP financial results yesterday, beating net income and EBITDA consensus estimates due to accounting one-offs. We decrease our fair value for Mechel ADRs on higher capex projections.

    MTL US: BUY | Fair Value: USD 39.20 | Current Price: USD 28.88 | Upside/Downside: 36%

    Revenues: Full-year revenues came in at USD 5.75bn, a 42% decrease y-o-y. In 4Q 09, Mechel increased revenues from third parties by 9% q-o-q mainly on the back of strong coal (both steam and coking) prices over the period. The company increased coal sales volume by 11% q-o-q while prices were up 22% on an FCA basis. Mining segment revenues increased by 10%, while the steel segment showed a 6% improvement to USD 983mn.
    Profits: The company reported strong net income and EBITDA figures that beat consensus estimates – Mechel turned to be profit-making in 2009, showing USD 74mn in net income when the market was expecting a USD 248mn net loss. Full-year EBITDA was USD 998mn, a 50% decrease from the prior year.
    Accounting one-offs: Net income and EBITDA grew primarily due to accounting gains from the remeasurement of contingent obligation (CRV) linked to the Bluestone acquisition amounting to USD 494mn. Without the accounting gain, Mechel would have reported a USD 360mn net loss – below the market consensus.

    Debt: Mechel’s total debt at the end of 2009 was USD 6bn (67% of which is long-term), while net debt was USD 5.6bn. The largest portion of the company’s USD 1.7bn debt is to be repaid in 2011.
    Capex: Capex for the full year 2009 amounted USD 613mn, of which USD 367mn was invested in the mining segment and USD 209mn in the steel segment. Mechel plans to significantly increase capex for 2010 and estimates the figure at about USD 1.4bn (for 2010-2012, Mechel plans to spend USD 3.7bn, most of which, USD 2.1bn, will be spent in the Mining segment – the company is developing the Elga coal deposit). We have adjusted our model for new capex expectations.
    We revised our fair value for Mechel ADRs downward from USD41.4 to USD39.2 per ADR as a result of higher CAPEX projections for 2010 and thereafter, but maintain our Buy recommendation.
    (metropol)

    Kusoke

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    Russischer Stahlgigant Mechel schluckt rumänische Hütte Laminorul Braila

    Russischer Stahlgigant Mechel schluckt rumänische Hütte Laminorul Braila
    17:14 | 24/ 04/ 2010

    MOSKAU, 24. April (RIA Novosti). Der russische Stahlgigant Mechel hat die rumänische Hütte Laminorul Braila mehrheitlich übernommen.

    "Mechel hat 100 Prozent der Aktien des Unternehmens Donau Comodities SRL gekauft, das 87,9 Prozent der Anteile an Lamonorul SA in der Stadt Braila hält", teilte der russische Konzern in Moskau mit. Der vorläufige Preis habe 9,4 Millionen Euro betragen. Der endgültige Preis werde voraussichtlich Ende April festgelegt.

    Das rumänische Kartellamt hat der Übernahme bereits am 19. April grünes Licht gegeben. Die Hütte Laminorul Braila liegt im Südosten des Landes am linken Donau-Ufer. In unmittelbarer Nähe befinden sich die Hafen von Braila, in die Schiffe mit einer Ladefähigkeit von bis zu 5000 Tonnen einlaufen können. Zur ausgezeichneten Logistik trägt auch die Nähe zum rumänischen Schwarzmeerhafen Constanta bei.

    Zu den wichtigsten Produktionskapazitäten des Werks in Braila zählen zwei Walzwerke mit einer Gesamtleistung von 380 000 Tonnen pro Jahr. 2009 hatte das Werk etwas mehr als 50 000 Tonnen diverser Metallprofile hergestellt. Mehr als die Hälfte ging an Länder in Ost- und Westeuropa, der Rest wurde in Rumänien vermarktet.

    Die Mechel-Gruppe hält Mehrheits- bzw. Minderheitsanteile unter anderem am Hüttenkombinat Tscheljabinsk, dem Handelshaus Mechel, den Unternehmen "Juschny Kusbass" und Juschuralnikel, dem Metallurgiekombinat Belorezk, Mechel Trading, Mechel Nemunas (Litauen) sowie Mechel Targoviste und Mechel Campia Turzii (beide Rumänien).

  28. Nach oben    #58

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    Share Offering

    MOSCOW, April 27, 2010 (GLOBE NEWSWIRE) -- Mechel OAO (NYSE:MTL - News), one of the leading Russian mining and metals companies, today announced the launch of a public offering (the "Offering") by certain selling shareholders of preferred shares and preferred American Depositary Shares, each representing an interest in one-half of one preferred share ("Preferred ADSs").
    The preferred shares and Preferred ADSs are being offered by James C. Justice II, James C. Justice III, James C. Justice Companies Inc. and Jillean L. Justice (the "Selling Shareholders"). The Selling Shareholders propose to offer up to 49,952,488 preferred ADSs, representing 24,976,244 preferred shares, outside the Russian Federation, in addition to an offering of preferred shares to Russian and international investors. The price range has been set at between US$21.00 and US$27.60 per preferred share and US$10.50 and US$13.80 per preferred ADS.

    Weiss jemand, ob und zu welchen Bedingungen "normalsterbliche" Aktionäre an dieser Kapitalverwässerung mitmachen können? Der Preis von 10.50 bis 13.80 USD entspricht ja ungefähr der Hälfte des gegenwärtigen ADR-Preises.

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    Putin Orders Probe of Mine Blasts as Death Toll Rises (Update3)

    http://www.bloomberg.com/apps/news?p...d=ajj8xskky2Ws

    Putin Orders Probe of Mine Blasts as Death Toll Rises (Update3)
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    By Anastasia Ustinova and Yuriy Humber

    May 11 (Bloomberg) -- Russian Prime Minister Vladimir Putin ordered an investigation into explosions at a Siberian coal mine run by OAO Raspadskaya that killed at least 52 people, saying the whole industry will need to learn lessons from the disaster.

    “The situation at the mine and actions of the company officials require the most thorough investigation,” Putin said in a televised government meeting today in Kemerovo province, where the mine is located. “We need to know what caused so many deaths, what led to this big tragedy.”

    The methane blast that shook the mine late May 8, followed by a second explosion the next day, has left 38 miners trapped underground, the Emergencies Ministry said. Seventy-nine workers are in hospital and six were flown to Moscow for treatment, the ministry’s local branch said. Hopes for those still in the mine are fading, Emergencies Minister Sergei Shoigu said.

    Raspadskaya plunged 23 percent in Moscow, its biggest decline since it started trading two years ago. The stricken mine, also called Raspadskaya, is the company’s largest asset and supplies 11 percent of Russian output of coal used in steel.

    The pit will need “several years” to be restored fully, Interfax cited Chief Executive Officer Gennady Kozovoy as saying on the Kemerovo regional administration’s website. The mine accounts for 60 percent of the company’s output.

    ‘Substantial Damage’

    “The explosions were some 500 meters (1,640 feet) below the surface, which suggests the damage was quite substantial,” Vladimir Zhukov, an analyst with Nomura International Plc in Moscow, wrote in a note. “Raspadskaya runs a very low level of inventories and thus a reduction in mined output will directly hit sales.”

    Raspadskaya slid 39.12 rubles to close at 131.89 rubles ($4.37). Russian markets were closed yesterday for a public holiday.

    Investigators are looking into possible causes of the accident, including improper use of mining equipment, human error and malfunctioning machinery, state-run newswire RIA Novosti said, citing an unidentified official. Putin told Alexander Bastrykin, chief investigator of the Prosecutor General’s Office, to oversee the probe.

    “This is not just about Raspadskaya but the entire coal mining industry or any other companies that have potentially hazardous production,” Putin said. Coal mining companies in Russia need to “draw conclusions” from the tragedy, he said.

    Previous Disasters

    The disaster is the latest to befall Evraz Group SA, which owns 40 percent of Raspadskaya, the country’s largest producer of coal used in steelmaking. More than 100 workers died at the Ulyanovsk mine, run by Evraz’s Yuzhkuzbassugol unit, in March 2007 after a methane detector failed to register fatal gas levels. At least 38 died and seven were injured in a methane explosion at another of the unit’s mines in May of that year.

    Evraz, part-owned by billionaire Roman Abramovich, said in December that six workers were killed by a blast at its Yestyuninskaya coal mine in the Ural mountains.

    Raspadskaya yesterday matched a government pledge to give about 1 million rubles ($33,000) to each of the families of the dead miners with its own payments of a similar amount. At least 18 of the deceased were rescuers, RIA Novosti reported.

    More than 270 miners managed to escape after the first blast. The second explosion led to a collapse of some of the mine’s 230 miles of underground passages, destroying buildings on the surface and killing scores of workers, Shoigu told President Dmitry Medvedev, according to a government transcript.

    Hope Fades

    Lifesaving efforts involving 677 rescue workers, lifting machinery and sniffer dogs were also hampered by concerns that any attempt to keep the trapped miners alive by pumping oxygen into the mine might cause another blast.

    “Judging by the injuries on the retrieved bodies, we have less and less hope of finding anyone alive,” Shoigu said.

    Raspadskaya’s Deputy Chief Executive Officer Alexander Andreev, couldn’t immediately be reached for comment today. Evraz spokesman Vyacheslav Kazakov wasn’t available when Bloomberg News called his phone.

    The accident may spur coking coal prices to surge in Russia, benefiting most steel producers who own their own assets including OAO Severstal and OAO Mechel, Nomura’s Zhukov said. OAO Novolipetsk Steel and OAO Magnitogorsk Iron & Steel will be the worst affected as they rely on outside suppliers including Raspadskaya for their coal, Zhukov said.
    To contact the reporters on this story: Anastasia Ustinova at austinova@bloomberg.net; Yuriy Humber in Moscow at yhumber@bloomberg.net

    Last Updated: May 11, 2010 11:33 EDT

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    Mechel’s BoD suggested a 2009 dividend of RUB 1.09 per common share for a 0.2% dividend yield at the current price) and
    RUB 3.29 per preferred share (a 1.5% dividend yield). The record date was May 24.


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