sebastian2020 escribió: ↑ Sí. Pero puede fluctuar levemente según tipo de cambio (entiendo que el pago es un monto en BRL traducido a usd). Atención a la fecha de corte (2019)
GRACIAS. TODO SUMA
VALE Vale
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TURCABARBUDA
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Re: VALE Vale
GRACIAS. TODO SUMA
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sebastian2020
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Re: VALE Vale
Sí. Pero puede fluctuar levemente según tipo de cambio (entiendo que el pago es un monto en BRL traducido a usd). Atención a la fecha de corte (2019)
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TURCABARBUDA
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Re: VALE Vale
sebastian2020 escribió: ↑ Hola. Sí. Quedó el dividendo del 2019 sin pagar y se paga ahora
Fecha de corte: 27/12/19
Fecha de pago: 31/07/20
Monto: 0,347
Monto por cedear: a determinar (0,17 menos 40% aprox)
Saludos
34 CTVOS DE DOLAR POR ACCION EN ADR???
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sebastian2020
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Re: VALE Vale
Chulete escribió: ↑ No hay ningún dividendo aprobado pendiente. Lo que está pendiente es la implementación de un nuevo programa de dividendo el cual por el accidente del año pasado fue suspendido. La empresa espera reestablecerlo en el mediano plazo, mientras evalúa el impacto global del Covid.
Mi visión, de acuerdo al FCF que la empresa es capaz de generar con estos niveles de producción/venta/precios, en un contexto más normalizado Vale estimo va a poder distribuir 0.80-1 dólar/adr de dividendos anuales. 8-10% de dividend yield. Saludos
Hola. Sí. Quedó el dividendo del 2019 sin pagar y se paga ahora
Fecha de corte: 27/12/19
Fecha de pago: 31/07/20
Monto: 0,347
Monto por cedear: a determinar (0,17 menos 40% aprox)
Saludos
Re: VALE Vale
SÃO PAULO -- Brazilian iron-ore mining giant Vale SA is financially ready to resume making divided payments after an almost two-year halt following the deadly dam failure in Brumadinho, but it is waiting to see how the coronavirus pandemic advances before making a decision, Chief Financial Officer Luciano Siani said Friday.
Vale's policy was to pay a dividend twice a year, in March and September, and it last distributed cash to shareholders in September 2018 . After the Brumadinho disaster in January 2019 , which killed 270 people, Vale chose to halt payments and focus on helping survivors, rebuilding the town and cleaning up the environmental effects.
Almost a year and a half after the accident, Vale has made progress in those areas and has the financial capacity to start paying dividends again, Mr. Siani said during a webcast sponsored by XP Investimentos.
"From that point of view, there are no more reasons not to distribute dividends," Mr. Siani said. "But we're still in an unprecedented situation" because of the pandemic, he said, and Vale prefers to be conservative and wait to see how things go before committing to resuming payments.
Demand in China , which currently buys about 75% of the world's iron-ore production, fell while the country was working to control the spread of the coronavirus. Vale is watching for a second wave of infections in the Asian country. The risks of that happening appear to be diminishing, Mr. Siani said.
One reason for Vale's positive financial situation is the recent high prices for iron ore, Mr. Siani said. Lower-than-expected production in the first quarter by Vale and rivals in Australia helped push the price higher, but with output increasing again, the price should decline during the second quarter, according to the CFO.
Even with all the cash Vale has at the moment, the company isn't planning any big acquisitions, he said. Previous purchases by the company didn't go as well as hoped, and Vale prefers to use its money to remunerate clients instead, he said.
Vale also isn't planning to increase debt. The company has had a target for liquid debt of about $10 billion , and has $5 billion in liquid debt at the moment. But Vale also has financial commitments related to the Brumadinho disaster of about $4 billion , so it is comfortable with the current level, Mr. Siani said.
Vale's policy was to pay a dividend twice a year, in March and September, and it last distributed cash to shareholders in September 2018 . After the Brumadinho disaster in January 2019 , which killed 270 people, Vale chose to halt payments and focus on helping survivors, rebuilding the town and cleaning up the environmental effects.
Almost a year and a half after the accident, Vale has made progress in those areas and has the financial capacity to start paying dividends again, Mr. Siani said during a webcast sponsored by XP Investimentos.
"From that point of view, there are no more reasons not to distribute dividends," Mr. Siani said. "But we're still in an unprecedented situation" because of the pandemic, he said, and Vale prefers to be conservative and wait to see how things go before committing to resuming payments.
Demand in China , which currently buys about 75% of the world's iron-ore production, fell while the country was working to control the spread of the coronavirus. Vale is watching for a second wave of infections in the Asian country. The risks of that happening appear to be diminishing, Mr. Siani said.
One reason for Vale's positive financial situation is the recent high prices for iron ore, Mr. Siani said. Lower-than-expected production in the first quarter by Vale and rivals in Australia helped push the price higher, but with output increasing again, the price should decline during the second quarter, according to the CFO.
Even with all the cash Vale has at the moment, the company isn't planning any big acquisitions, he said. Previous purchases by the company didn't go as well as hoped, and Vale prefers to use its money to remunerate clients instead, he said.
Vale also isn't planning to increase debt. The company has had a target for liquid debt of about $10 billion , and has $5 billion in liquid debt at the moment. But Vale also has financial commitments related to the Brumadinho disaster of about $4 billion , so it is comfortable with the current level, Mr. Siani said.
Re: VALE Vale
No hay ningún dividendo aprobado pendiente. Lo que está pendiente es la implementación de un nuevo programa de dividendo el cual por el accidente del año pasado fue suspendido. La empresa espera reestablecerlo en el mediano plazo, mientras evalúa el impacto global del Covid.
Mi visión, de acuerdo al FCF que la empresa es capaz de generar con estos niveles de producción/venta/precios, en un contexto más normalizado Vale estimo va a poder distribuir 0.80-1 dólar/adr de dividendos anuales. 8-10% de dividend yield. Saludos
Re: VALE Vale
¿No se sabe nada del dividendo que esta aprobado desde diciembre del año pasado? Me refiero a cuando se pagaría.
Re: VALE Vale
100vivos escribió:https://www.google.com/url?sa=t&source= ... 2789192406
Exportar menos a mayor precio, equilibrará?
Re: VALE Vale
6/17/2020
Vale informs on the suspension of interdiction of the Itabira Complex
Rio de Janeiro, June 17th, 2020 – Vale S.A. (“Vale”) informs that, on this date, the Sub-Secretariat for Labour Inspection, in Minas Gerais, issued a Term of Suspension of Interdiction of the Itabira mining complex, comprising by the Conceição, Cauê and Periquito mines, determining the total suspension of the interdiction initially determined by the Sub-Secretariat for Labour Inspection itself, which concluded in its technical report that additional measures adopted by Vale were considered satisfactory to mitigate the risk of workers’ contamination during their labour activities.
Vale reaffirms that it is aware of its socioeconomic responsibility and, since the beginning of the pandemic, it has been looking for ways to contribute to the Brazilian society in the fight against the virus, protecting its employees and the communities close to its operations.
The Itabira Complex activities were halted since June 5th, 2020 and the production impact was lower than 1 Mt. The operation will be gradually resumed and there is no need to revise the iron ore production guidance of 310-330 Mt in 2020.
Vale informs on the suspension of interdiction of the Itabira Complex
Rio de Janeiro, June 17th, 2020 – Vale S.A. (“Vale”) informs that, on this date, the Sub-Secretariat for Labour Inspection, in Minas Gerais, issued a Term of Suspension of Interdiction of the Itabira mining complex, comprising by the Conceição, Cauê and Periquito mines, determining the total suspension of the interdiction initially determined by the Sub-Secretariat for Labour Inspection itself, which concluded in its technical report that additional measures adopted by Vale were considered satisfactory to mitigate the risk of workers’ contamination during their labour activities.
Vale reaffirms that it is aware of its socioeconomic responsibility and, since the beginning of the pandemic, it has been looking for ways to contribute to the Brazilian society in the fight against the virus, protecting its employees and the communities close to its operations.
The Itabira Complex activities were halted since June 5th, 2020 and the production impact was lower than 1 Mt. The operation will be gradually resumed and there is no need to revise the iron ore production guidance of 310-330 Mt in 2020.
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virumancia
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Re: VALE Vale
OSALRODO escribió: ↑ Vale una nueva compra en UBS sobre optimismo petrolero
3 de junio de 2020 3:32 PM ETEl |Acerca de: Vale SA (VALE)El |Por: Carl Surran , editor de noticias de SA
Los ADR de Vale ( VALE + 3% ) se actualizan a Buy from Neutral con un precio objetivo de $ 12 en UBS, que dice que los inversores deberían "olvidarse de los precios del mineral de hierro por un momento" y centrarse en el petróleo como el principal impulsor de las acciones.
La correlación de la compañía con el mineral de hierro había caído a ~ 50% en los últimos años, mientras que su correlación con el petróleo crudo había aumentado a más del 90%, dice UBS.
El equipo de energía de UBS prevé que los precios del petróleo aumenten hasta $ 48 / bbl en 2021, lo que puede "elevar la curva general de costos de mineral de hierro en apoyo de los precios y, a su vez, las acciones de Vale".
Vale perdió casi 100 millones de toneladas métricas de producción de mineral de hierro tras el derrame de Brumadinho, que UBS cree que podría dar lugar a una dilución de costos significativa a medida que la empresa aumenta, compensando parcialmente los precios más bajos del mineral de hierro.
UBS también cree que aumentar la producción podría impulsar la inflación de los costos de flete, lo que pone a Vale en una ventaja frente a sus pares con mayores proporciones de flete spot.
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