ArcelorMittal LU1598757687

Arcelor november 2023

1. Wollin 8 november 2023 09:55

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   quote:

   Wollin schreef op 8 november 2023 09:32:

   En groen!
   

   Hieruit blijkt toch echt vertrouwen uit te stralen op mee vallende cijfers.
   Kunnen nog slecht zijn, maar minder slecht
2. 03har 8 november 2023 10:13

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   Heb deze noig niet zien langs komen !!
   03haR
   
   6 November 2023, 14:10 CET
   
   ArcelorMittal today announces the publication of its third quarter 2023 sell-side analysts’ consensus figures.
   
   The consensus figures are based on analysts’ estimates recorded on an external web-based tool provided and managed by an independent company, Visible Alpha.
   
   To arrive at the consensus figures below, Visible Alpha has aggregated the expectations of sell-side analysts who, to the best of our knowledge, cover ArcelorMittal on a continuous basis.
   
   The listed analysts follow ArcelorMittal on their own initiative and ArcelorMittal is not responsible for their views. ArcelorMittal is neither involved in the collection of the information nor in the compilation of the estimates.
   
   3Q’23 consensus estimates
   
   EBITDA ($m) $1,815
   
   Net income ($m) $909
   
   Earnings per share ($) $1.10
   
   Number of sell-side analyst participation: 10 brokers
3. mvliex 1 8 november 2023 10:36

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   Zelfde cijfers als eergisteren 15.15 uur.
4. 03har 8 november 2023 10:47

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   quote:

   mvliex 1 schreef op 8 november 2023 10:36:

   Zelfde cijfers als eergisteren 15.15 uur.
   

   Gezien, was er een week tussen uit vandaar niet opgemerkt, dank.
   
   03haR.
5. Wollin 8 november 2023 11:52

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   quote:

   gerard45 schreef op 7 november 2023 17:10:

   hoe groot zal de ellende donderdag zijn
   
   A: een beetje
   B: veel
   C: extreem
   

   Wat denk je zelf eigenlijk?
   Ik neig nu zelf naar een beetje of misschien wel gewoon groen.
   Vandaag laat niets zien, dat hij morgen gaat dalen
6. 03har 8 november 2023 12:10

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   ArcelorMittal S.A.: Blackrock Inc. shareholding notification
   11/6/2023 - GLOBENEWSWIRE NEUTRAL
   6 November 2023, 11:00 CET ArcelorMittal (the ‘Company') announces that on 31 October 2023 it received a shareholding notification from BlackRock, Inc. According to this notification, the following threshold of (potential) voting rights was reached: 5.72% on 30 October 2023. This notification is available in the Luxembourg Stock Exchange's OAM electronic database on www.bourse.lu and on the Company's website corporate.arcelormittal.com under ‘Investors - Corporate Governance - Shareholding structure
7. 03har 8 november 2023 12:27

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   Blackrock ziet het wel zitten schijnbaar.
   Bovendien shortsell (gemeld) 0%
   03haR
8. Wollin 8 november 2023 14:14

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   quote:

   03har schreef op 8 november 2023 12:10:

   ArcelorMittal S.A.: Blackrock Inc. shareholding notification
   11/6/2023 - GLOBENEWSWIRE NEUTRAL
   6 November 2023, 11:00 CET ArcelorMittal (the ‘Company') announces that on 31 October 2023 it received a shareholding notification from BlackRock, Inc. According to this notification, the following threshold of (potential) voting rights was reached: 5.72% on 30 October 2023. This notification is available in the Luxembourg Stock Exchange's OAM electronic database on www.bourse.lu and on the Company's website corporate.arcelormittal.com under ‘Investors - Corporate Governance - Shareholding structure
   

   Dit was wel 30 oktober hè.
   We staan nu een euro hoger.
9. Wollin 8 november 2023 15:50

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   Nu van een procent min naar groen.
   Dit is wel opvallend positief.
   Ik zou het nu raar vinden als ermorgen een euro vanaf gaat
10. 03har 8 november 2023 17:58

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    quote:

    Wollin schreef op 8 november 2023 14:14:

    [...]
    Dit was wel 30 oktober hè.
    We staan nu een euro hoger.
    

    ?, waar.
11. Wollin 8 november 2023 18:07

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    quote:

    03har schreef op 8 november 2023 17:58:

    [...]
    
    ?, waar.
    

    30 en 31 oktober stond AM op 20.00/ 20,25€ nu eind van de dag 21,30.
    Dus een euro hoger.
    Stel in het ergste geval morgen een euro eraf, staan we nog steeds hoger dan 30 oktober.
    Gezien de zeer matige dalingen deze 2 dagen, geloof ik niet dat het morgen een bloedrode dag word.
    Aperam 2 forse dalingen 2 dagen
12. christo1 8 november 2023 21:35

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    Veel kans dat arcelormittal Us Steel overneemt, nog geen duidelijkheid of dit in samenwerking met Nippon Steel zal zijn.
    
    US Steel (NYSE:X) quickly ticked higher, though it has since gone negative amid a report that ArcelorMittal (NYSE:MT) is in the lead position to acquire the steelmaker.
    
    ArcelorMittal (MT) is speculated to be in advanced discussions with Societe Generale and Credit Agricole to finance its bid for US Steel (X), according to a Betaville "uncooked" alert on Wednesday. There's some speculation that MT is teamed up with Nippon Steel (OTCPK:NISTF) in its bid for US Steel.
    
    The report appears to contradict an item from CNBC's David Faber on Friday that Cleveland-Cliffs (NYSE:CLF), which originally made a bid for US Steel (X) that was rejected in August, is in the pole position to buy the company.
    
    The latest updates come after Bloomberg reported Thursday that final bids for US Steel (X) are expected shortly after some site visits next week. CNBC's Faber said he expects the sales process may be completed by the end of the month.
    
    In August, US Steel (X) said it entered into confidentiality agreements with "numerous" third parties. US Steel (X) started a formal review process after rejecting the Cliffs (CLF) bid. US Steel (X) rejected a $7.3 billion cash and stock bid from Cliffs (CLF) in August.
    
    Mvg.
13. 03har 8 november 2023 21:44

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    US Steel seesaws amid report ArcelorMittal may be lead bidder
    
    Nov. 08, 2023 2:45 PM ETUnited States Steel Corporation (X), CLF, MTNISTFBy: Joshua Fineman, SA News Editor5 Comments
    Steel coil transport
    Taitai6769/iStock via Getty Images
    
    US Steel (NYSE:X) quickly ticked higher, though it has since gone negative amid a report that ArcelorMittal (NYSE:MT) is in the lead position to acquire the steelmaker.
    
    ArcelorMittal (MT) is speculated to be in advanced discussions with Societe Generale and Credit Agricole to finance its bid for US Steel (X), according to a Betaville "uncooked" alert on Wednesday. There's some speculation that MT is teamed up with Nippon Steel (OTCPK:NISTF) in its bid for US Steel.
14. mvliex 1 8 november 2023 21:46

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    New Strong Sell Stocks for November 3rd
    
    Zacks Equity Research
    Fri, November 3, 2023 at 12:02 PM GMT+1·1 min read
    
    Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:
    
    ArcelorMittal S.A. MT is an integrated steel and mining company. The Zacks Consensus Estimate for its current year earnings has been revised 7.5% downward over the last 60 days.
    
    Ethan Allen Interiors Inc. ETD is an interior design company and manufacturer and retailer of home furnishings. The Zacks Consensus Estimate for its current year earnings has been revised 8.3% downward over the last 60 days.
    
    Hormel Foods Corporation HRL is a food processor and distributor. The Zacks Consensus Estimate for its current year earnings has been revised 2.4% downward over the last 60 days.
    
    View the entire Zacks Rank #5 List.
    finance.yahoo.com/news/strong-sell-st...
15. Wollin 8 november 2023 22:10

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    Oeps dat is allemaal niet veel goeds
16. voda 9 november 2023 06:58

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    Beursupdate: AEX op Wall Street
    
    Door ABM Financial News op woensdag 8 november 2023
    Views: 2.853
    
    (ABM FN-Dow Jones) Op Wall Street zijn woensdag zeven van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam lager gesloten.
    
    Aegon (-1,03%)
    ArcelorMittal (-0,47%)
    ASML (-0,49%)
    ING Groep (+0,16%)
    Philips (-0,26%)
    RELX (-0,35%)
    Royal Dutch Shell (-0,65%)
    Unilever (-0,37%)
    
    Euro/dollar: 1,0707
    
    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 734,64 punten, zijn geëindigd op 732,88 punten.
    
    Bron: ABM Financial News
17. voda 9 november 2023 07:03

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    07:02
    *ArcelorMittal nettowinst KW3 $929 mln
    07:02
    *ArcelorMittal EBITDA KW3 $1,86 mrd
    07:01
    *ArcelorMittal omzet KW3 $16,62 mrd
    
    (MORE TO FOLLOW) Dow Jones Newswires
18. voda 9 november 2023 07:04

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    ArcelorMittal reports third quarter 2023 results Luxembourg, November 9, 2023 - ArcelorMittal (referred to as “ArcelorMittal” or the “Company” or the "Group") (MT (New York, Amsterdam, Paris, Luxembourg), MTS (Madrid)), the world’s leading integrated steel and mining company, today announced results1 for the three-month and nine-month periods ended September 30, 2023. Commenting, Aditya Mittal, ArcelorMittal Chief Executive Officer, said: "On October 28, 2023, we suffered a catastrophic accident at the Kostenko coal mine in Kazakhstan that took the lives of 46 colleagues. We mourn their passing and deeply regret the devastation caused to the families of the victims. We are doing everything in our power to support them, and our communities at this difficult time. The only course of action is to ensure that we take a hard look inside our Group, identify the gaps that exist and strengthen our safety actions, processes and culture to ensure that we prevent all serious accidents. For this reason, we are commissioning a comprehensive independent 3rd party safety audit, the key recommendations of which will be published in due course. We are committed to learning from this tragedy and taking the appropriate action so that we emerge a better, safer Company.”
    
    3Q'23 financial results: • 3Q 2023 was impacted by a negative price-cost effect and a -3.7% sequential decrease in steel shipments to 13.7Mt (scope adjusted2 -4.3% lower vs. 3Q 2022), resulting in a decline in operating income to $1.2bn in 3Q 2023 (vs. $1.9bn in 2Q 2023)5 • Despite the challenging market environment, the Company continues to demonstrate structurally improved profitability: EBITDA of $1.9bn in 3Q 2023 (vs. $2.6bn in 2Q 2023); EBITDA/t was $136/t, well above the longer-term historical averages for the Group, reflecting the benefits of portfolio optimization and strategic projects • Similarly, net income remains well above longer term historical averages at $0.9bn in 3Q 2023 (vs. $1.9bn in 2Q 2023) reflecting the lower cost balance sheet and significant contribution from the share of JV and associates net income ($0.3bn in 3Q 2023 vs. $0.4bn in 2Q 2023) • This is reflected in the 3Q 2023 basic EPS of $1.11/sh and the last 12 months rolling ROE3 of 9.4%; book value per share4 stands at $66/sh • The Company ended the quarter with net debt of $4.3bn (gross debt of $10.5bn less cash and cash equivalents of $6.3bn) which is $0.2bn lower than at the end of June 30, 2023; and strong liquidity at end of September 30, 2023 of $11.8bn • The Company has repurchased 26.2m shares during 9M 2023 including 7.1m from the current 85m share buy back program Outlook • The Company remains positive on the medium/long-term steel demand outlook and supported by its strong financial position remains focused on safety and executing its strategy of growth with capital returns • FY 2023 capex is expected to be towards the mid-point of the previously communicated guidance range ($4.5bn-$5.0bn); strategic growth projects remain on track and estimated to deliver $1.3bn of additional Page 2 normalized12 EBITDA; the Company’s decarbonization projects are progressing; and our XCarb products are gaining commercial momentum • The Company continues to expect a working capital release for the year (9M 2023 working capital investment of $0.9bn) and expects 4Q 2023 FCF to remain healthy
    
    Voor meer, zie alle cijfers:
    
    corporate.arcelormittal.com/media/2ye...
19. voda 9 november 2023 07:23

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    07:20
    *ArcelorMittal omzet Q3 2023 16,616 miljard dollar tegen 18,606 miljard dollar Q2 2023
    07:20
    *ArcelorMittal EBITDA Q3 2023 1,865 miljard dollar, tegen 2,605 miljard dollar Q2 2023
    07:20
    *ArcelorMittal nettowinst Q3 2023 929 miljoen dollar tegen 1,86 miljard dollar Q2 2023
    07:20
    *ArcelorMittal blijft positief over staalvraag op middellange en lange termijn
20. lefreaks 9 november 2023 07:31

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    quote:

    voda schreef op 9 november 2023 07:23:

    07:20
    *ArcelorMittal omzet Q3 2023 16,616 miljard dollar tegen 18,606 miljard dollar Q2 2023
    07:20
    *ArcelorMittal EBITDA Q3 2023 1,865 miljard dollar, tegen 2,605 miljard dollar Q2 2023
    07:20
    *ArcelorMittal nettowinst Q3 2023 929 miljoen dollar tegen 1,86 miljard dollar Q2 2023
    07:20
    *ArcelorMittal blijft positief over staalvraag op middellange en lange termijn
    

    Je bent er weer vroeg bij, voda... ;-))
    De cijfers liggen iets boven de consensus en de schuld is weer licht gedaald, dus ik denk dat de koers niet veel zal doen.