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Thema: Mechel - besserer Blue chip als Severstal?

  1. #61
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    Mechel launches new stainless steel production complex


    Sunday, 25 Jul 2010Mechel OAO announced that that Russian prime minister Mr Vladimir Putin inaugurated a high quality and stainless steel production complex in the arc furnace melting shop 6 of Chelyabinsk Metallurgical Plant.

    While launching the new production complex in the arc furnace melting shop 6, the Russian PM was accompanied by Mr Igor Sechin deputy prime minister, Mr Victor Khristenko minister of industry & trade, Mr Nikolay Vinnichenko the Plenipotentiary of the President of Russian Federation in Ural Federal Region, Mr Mikhail Yurevich Governor of the Chelyabinsk Region, Mr Igor Zyuzin the Chairman of the Board of Directors of Mechel OAO, Mr Andrei Deineko Chief Executive Officer of Mechel Steel Management OOO and Mr Sergey Malyshev Managing Director of CMP.

    The Russian PM introduction to the plant started with a presentation of CMP and the project for renovation of the arc-furnace melting shop 6 which includes just commissioned complex for production of high quality and stainless steel.

    Mr Sergey Malyshev Managing Director of CMP described current situation at the plant, focusing on investment programs being implemented as well as CMP’s capacities utilization level, which currently exceeds pre crisis levels by 10%.

    Then the Prime Minister pushed the start button of the high quality and stainless steel production complex. Mr Putin examined production sites of the three machines constituting the complex. Mechel management described the production process of the two machines for out of furnace steel processing ladle furnace 2 and vacuum degasser as well as the main machine of the complex slab concaster 2 that produced its first slab today.

    Commissioning of the new complex would result in improvement of casted steel quality, boost in annual output of slabs from 600 thousand tonnes to 1.2 million tonnes, significant product range expansion and decrease in consumption of raw materials and power. The new equipment will not only ensure better quality of products but would also allow CMP to increase output of plates and coils of corrosion-resistant steel grades, competing in quality with the products of the leading European producers, after reconstruction of the plant’s rolling facilities.

    Investments in the project totaled RUB 3.6 billion.

    Mr Igor Zyuzin Chairman of the Board of Directors of Mechel OAO said “Implementation of this project would allow CMP to start production of new types of stainless flat long products used in the most important industries of our country such as defense, transport machinery, construction. At the present moment these products are not manufactured by Russian metallurgical plants. Thus, commissioning of this new complex would result in the decrease in the share of the imported products and complete elimination of import in a number of product groups."

    http://steelguru.com/stainless_steel...ex/156683.html

  2. Nach oben    #62
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    Russia's Mechel eyes mining unit IPO in H2 2011

    HONG KONG, Nov 16 (Reuters) - Russia coking coal and steel producer Mechel plans an initial public offering of its mining division in the second half of 2011 at the earliest to fund growth, its Chief Financial Officer told Reuters on Tuesday.

    The Justice family sold $229 million worth of Mechel preferred American Depository Shares in May, at $7.50 each, below an indicated range of $10.50 to $13.80. But Mechel share prices have since surged 228 percent to $24.6 apiece.

    'London and New York are our obvious choices, but we'll also study Hong Kong. The question for us is where to get the best valuation,' said Stanislav A. Ploschenko, who is attending an emerging markets investor conference arranged by Renaissance Capital.

    Its mining segment accounts for about 75 percent of Mechel's EBITDA (earnings before interest, tax, depreciation and amortisation), thanks to the strong rise in coal sale prices. Mechel expects coking coal prices to grow 20-25 percent next year.

    Currently, New York-listed Mechel trades at an enterprise to 2011 EBITDA multiple of 5.9 times, similar to that of Hong Kong-listed China Coal's 6.6 times, but below the 10 times forward multiple of Coal India, the world's largest coal company by production and reserves.

    Mechel, whose market value stands at $10.3 billion, would continue to hold a controlling stake in its mining unit, which includes Southern Kuzbass Coal Co, Yakutugol, Mechel Bluestone Coal Co and Korshunov Mining Plant, said Ploschenko.

    The size of the IPO, which would see 10 to 25 percent of the mining segment go public, depends on capital expenditure plans and would involve new shares only, he added.

    Mechel, controlled by billionaire Igor Zyuzin, acquired U.S.-based Bluestone Coal from the Justice family last April for $436 million and 83.3 million preferred shares.

    The mining unit has a 60 percent market share of coking coal concentrate in Russia and is the third biggest Russian coal producer.

  3. Nach oben    #63

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    heute 3Q earnings

    Mechel 3Q Net Profit Seen Up 73%
    Quelle: DJPN


    OAO Mechel (MTL): 3Q Earnings

    Due: Dec. 14

    DJ Survey of 5 Analysts:

    Average Net Profit: $229M, up 73% ($132M in 3Q 2009)

    Average Ebitda: $564M, up 34% ($420M in 3Q 2009)

    Average Revenue: $2.54B, up 61% ($1.57B in 3Q 2009)



    Börsenweisheit: Buy with the rumour, sell on the news!

  4. Nach oben    #64
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    @tino: dann hätte ich schon lange keine aktien mehr

    Kusoke


  5. Nach oben    #65
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    Mechel reported strong 3Q 10 US GAAP financials yesterday beating consensus estimates on profits. Mechel is among our favorite long-term plays in the sector, given exceptionally bullish mining segment outlook and its competitive price on P/E and EV/EBITDA multiples.

    MTL US: BUY | Fair Value: USD 39.20 | Current Price: USD 28.41 | Upside/Downside: 38%

    Mechel reported strong 3Q 10 US GAAP financials yesterday. Despite a global decline in steel prices the company
    managed to boost revenues to USD 2.65bn or by 9% q-o-q. EBITDA increased to USD 607mn or by 16% and exceeded
    the market expectations of USD 555mn. Net income surged to USD 347mn compared to USD 38mn in the prior quarter
    and also topped consensus estimates by 56%. Please see below for the summary of results:
    Mechel mining remains the main EBITDA generator
    In the current economic conditions Mechel benefits from the large share of coal sales in its revenue structure (33% in 3Q
    10). In the third quarter as in 2Q 10 the mining segment contributed the majority of the company’s consolidated EBITDA –
    USD 439 or 72%. Capacity utilization in Mechel’s coal-mining assets reached pre-crisis levels in 3Q 10. We expect 4Q 10
    to continues these trends as steel prices remain flat, while coal prices are appreciating – we anticipate the mining segment
    will remain the main EBITDA generator for the company.
    Mining segment – very bullish 2011 outlook
    During the conference call Mechel said that it expects average coal prices in 2011 to surge by 30% y-o-y. At the same
    time the company expects to boost total coal output b 12% the next year (including 15% boost in coking coal production).
    We also note that the company completed pre-winter maintenance works at its mining assets what increased coal
    production cash-costs in 3Q 10, so we anticipate slight improvements in segment’s margins in 4Q 10.
    Conference call takeaways
    The company confirmed our view that flooding in Australia may cause coal prices to rise, saying that it sees this as a real
    possibility. Mechel said that its CAPEX plans for the next year will be revised as some of the investments planned for 2010
    (mainly relating to universal mill construction and the railroad track to Elga deposit) have been postponed to 2011. At the
    same time the company claims that there will be no delays in commissioning of the named projects.
    Bottomline
    Based on what was said at the conference call we anticipate significant improvements in Mechel’s financial results driven
    by strong performance of the company’s mining segment. Unlike NLMK, MMK and Severstal, Mechel’s stock still trades
    below April’s peaks (when steel prices surged).
    With 2010 expected P/E of 18.6x and EV/EBITDA of 9.6x Mechel is one of the cheapest among Russian major steel
    producers on multiples and the discount on estimated 2011 multiples is expected to be even greater.
    We reiterate our Buy recommendation for the stock and confirm our view that Mechel is currently one of the most
    interesting mid and long-term plays in the sector.

    Quelle: metropol

    Kusoke

  6. Nach oben    #66
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    Yesterday Mechel reported 1Q 11 financial results showing mixed dynamics on the back of weaker production figures and rising prices. We believe slight short-term pressure on the stock will offer an attractive buying opportunity, and a strong management outlook for 2Q 11 should be supportive.

    MTL US: BUY | Fair Value: USD 45.80 | Current Price: USD 25.21 | Upside/Downside: 82%
    MTL/P US: BUY | Fair Value: USD 16.10 | Current Price: USD 8.60 | Upside/Downside: 87%

    Yesterday Mechel released 1Q 11 IFRS results, which showed mixed dynamics. EBITDA was 5% below the market
    consensus, while net income was 6% higher than forecasts and profitability was generally in line with 4Q 10 results.
    As we expected, Mechel saw revenues increase by 6% q-o-q to USD 2.9bn and net income up 58% q-o-q to USD 309mn,
    while EBITDA decreased by 7% q-o-q to USD 567mn. Profitability remained relatively stable with an EBITDA margin of
    19% and net income margin rising to 11%. On a yearly basis, the results came out strong as anticipated on the back of
    rising steel and raw materials prices over the last twelve months. Please see a summary of results below.
    Washing plant shutdown in 1Q 11 affected mining segment financials. A temporary shutdown at the Neryungrinskaya
    washing plant in the first quarter decreased Yakutugol output, resulting in lower exports and consequently EBITDA for the
    mining segment fell by 13% q-o-q (to USD 361mn), affecting consolidated results. Overall mining segment sales volume
    fell by 11% q-o-q (to 4.9mn tonnes), although coking coal and iron ore prices rose by more than 6% q-o-q during the first
    quarter. Currently the plant is working at full capacity and we believe that Mechel should post stronger 2Q 11 results.
    Good steel segment performance on the back of rising prices. Despite billet cash costs rising by 22% q-o-q (to USD
    529 per tonne) on the back of higher input prices and rouble appreciation, EBITDA in the steel segment rose by 13% q-o-q
    on the back of favorable price trends during 1Q 11, which is a positive development in our view. With a rolling mill at
    Izhstal to be commissioned soon and continuing work on a new universal mill at Chelyabinsk MP, we expect a rise in
    production capacity over the long term, which should be supportive of future financial performance.
    Management outlook and guidance. For 2Q 11, Mechel management expects higher raw materials prices, while
    seasonally increased costs will drive FOB billet prices by 4% q-o-q to USD 630-650 per tonne with rolled products prices
    to remain relatively stable at the first quarter level.
    A correction of more than 2% in the stock price following the conference call has created an attractive buying opportunity,
    in our view. Planned production recovery in 2Q 11 coupled with the start of coal production at Elga by the end of summer
    makes Mechel an attractive long-term investment opportunity, in our view, while vertical integration will protect margins in
    an environment of rising raw materials prices.

    Quelle: metropol

    Kusoke

  7. Nach oben    #67
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    Performing dividend payment for the shares of the issuer Joint Stok Company "Mechel" for 2010

    Name of the issuer Joint Stok Company "Mechel"
    Record date 20.04.2011
    Period of payment 2010
    Dividend rate for ordinary share 8.73
    Dividend rate for preffered share 26.21

  8. Nach oben    #68
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    RMG zu Mechel
    Angehängte Dateien Angehängte Dateien

  9. Nach oben    #69
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    Mechel reported 2Q 11 US GAAP results with EBITDA margin stable at 18%. Rising coal output should boost 3Q results.

    MTL US: UNDER REVIEW | Current Price: USD 10.67
    MTL/P US: UNDER REVIEW | Current Price: USD 4.35

    Mechel announced 2Q 11 US GAAP results, according to which revenue rose by 18% q-o-q to USD 3.5bn, EBITDA
    increased by 8% to USD 612mn and net income fell by 38% to USD 192mn. As we anticipated, the EBITDA margin
    remained stable at 18%, while net margin fell by 5ppt to 6%. Please see the table below for details.
    Steel segment performance lagged behind mining division results. The mining division (which contributed 86% to
    consolidated EBITDA in 2Q 11) saw a more than 30% q-o-q rise in revenue as prices for raw materials were rising. Higher
    prices and sales volume in the steel segment, however, were outweighed by an average 9% q-o-q increase in steel
    product cash costs due to higher raw materials prices and the shutdown of blast furnaces for scheduled maintenance.
    EBITDA in the steel segment fell by 56% q-o-q (to USD 65mn) and the segment reported a net loss for the quarter.
    Lower forex gains dragged down 2Q 11 net income. Mechel reported a 38% q-o-q decline in net income (to USD
    192mn), which was mainly due to lower foreign exchange gains in the second quarter compared to 1Q 11 (USD 11mn
    versus USD 153mn). Net of forex gains, net income would rise by 16% q-o-q.
    Management guidance. The management expects stable steel product prices in 4Q 11, although current market
    uncertainty has led the company to revise its full year 2011 capex plans downward by 22% to USD 1.8bn. In addition,
    Mechel reiterated guidance on coking coal production at 14.5mn tonnes, which suggests anticipated a 27% h-o-h increase
    in output volume for 2H 11 since the company already produced 6.4mn tonnes in the first half of the year.
    Overall, we expect no impact on Mechel’s stock price from the results. We expect to see improvement in 3Q results given
    an anticipated rise in coal production, although the bottom line will probably be affected by forex losses.
    In light of the results and updated guidance, we currently put our recommendation on Mechel under review.

    Quelle: metropol

    Kusoke

  10. Nach oben    #70
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    Bin eingestiegen!

    Auch hier erste Position aufgebaut zu 2,762 €, aufpassen es kann noch billiger werden!

    Gruss Köpenicker!

  11. Nach oben    #71
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    Shares in Russia's Mechel slump in Moscow

    Shares in Russia's Mechel slump in Moscow


    MOSCOW Wed Nov 13, 2013 9:22am EST

    Nov 13 (Reuters) - Shares in Russian coal-to-steel group Mechel collapsed by more than 40 percent in Moscow on Wednesday amid concerns over the company's ability to sustain its $9 billion debt load, traders said.

    "There are lots of stop-loss orders," said Alexei Bachurin, the chief trader of cash equities at Renaissance Capital in Moscow.


    Quelle: reuters.com


    Super Meldung... grrrr

  12. Nach oben    #72
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    Mechel Blames Speculators for 40% Share Price Tumble

    Mechel Blames Speculators for 40% Share Price Tumble
    Reuters
    Feb. 28 2014 20:14

    Shares in indebted Russian coal miner and steelmaker Mechel collapsed by more than one-third in Moscow on Friday in a move the company said was speculative.

    Like other Russian steelmakers, Mechel, which is controlled by billionaire Igor Zyuzin, invested heavily in expansion before the 2008 financial crisis hit demand, forcing it to borrow to support itself.

    Its shares were down 25.1 percent at 39.6 rubles at 6 p.m. in Moscow. Earlier on Friday, their fall reached 40 percent — a record low.

    Mechel blamed the slump on speculation, saying the company's financial position was stable. It also asked the Central Bank to review the case.

    Two traders and two analysts said the move was probably caused by a so-called margin call, in which a bank sells shares held as security against loans. The low liquidity of Mechel's shares in Moscow exaggerated the move, they added.

    The company saw the similar trading day on Nov. 13, when its shares fell 40 percent in Moscow, hit by concerns over a proposed debt restructuring. By the end of 2013, it managed to agree new loan terms with the main banks.

    The company's net debt stood at $9.4 billion as of late 2013. It plans to raise around $1 billion from the sale of assets this year which would help it to offset the $2 billion debt it has to repay next year, the company said in December.

    Jetzt einsteigen in kleinen Tranchen könnte sinnvoll sein! Vorsicht vor der Pleite, aber wohl nicht zu erwarten!?

    Gruss Köpenicker!

  13. Nach oben    #73

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    Ausblick ?

    Der eine sagt: Insolvenz ist eine Möglichkeit.
    http://www.themoscowtimes.com/busine...le/503251.html

    Der nächste sagt: lieber keine Insolvenz, vielleicht einen Investor.
    http://www.1prime.biz/news/archive/_...261C22C%7D.uif

    hat jemand eine Idee, wo die Reise hingehen könnte? Der Kursverlauf hat ja gewaltige Kurven.

    Hajof

  14. Nach oben    #74

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    Staatshilfe-Mechel

    Zur Zeit siehts etwas besser aus-der russ. Staat wird helfen.
    Dann koennen die russ. Banken nicht mehr zugreifen und das Aktienkapital wird nicht verwaessert.
    http://www.reuters.com/article/2015/...me=companyNews
    Der Aktienkurs steigt auch schon
    SW

  15. Nach oben    #75
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    ...ziemlich dünne Faktenlage

    wer hat Infos?

  16. Nach oben    #76

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    Dividende Pref

    Die Dividende fuer die Mechel ADR Pref ist eingebucht. 0.086561 US$ pro Pref
    Das ist ca 10% Dividendenrendite.
    Mal sehn wann comdirect und Co. das einpflegen...
    (oder gepflegt uebergehen)


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