VALE Vale
Re: VALE Vale
Dostoievsky, va rutaagosto18@hotmail.com
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- Mensajes: 3304
- Registrado: Lun Nov 25, 2013 6:37 pm
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- Mensajes: 3304
- Registrado: Lun Nov 25, 2013 6:37 pm
Re: VALE Vale
Me encanta, para largo, pero mi opinion es poco objetiva jejeje...
Re: VALE Vale
para los que son habitues de VALE como la ven
viene de un 60% de pérdida del máximo anual y está en el mismo valor que en noviembre de 2004
estaba pensando en entrarle largo alguna opinión al respecto
viene de un 60% de pérdida del máximo anual y está en el mismo valor que en noviembre de 2004
estaba pensando en entrarle largo alguna opinión al respecto
Re: VALE Vale
asi es , pero mirà este dato de las primeras 10q ponderan, por ej. pbr tiene el 2.59% e itub el 10.30:
Los 10 principales (46,06% de Activos Totales)
Empresa Símbolo % Activos
ITAUUNIBANCO-ON ED N1 ITUB3.SA 10.30
AMBEV S / A -ON EJ ABEV3.SA 8.66
BRADESCO -PN EJ N1 BBDC4.SA 7.96
Brasil Foods -ON NM BRFS3.SA 4.43
Cielo SA CIOXF.SA 3.53
VALE -PNA N1 VALE5.SA 3.28
ITAUSA -PN ED N1 ITSA4.SA 2.90
PETROBRAS -ON PETR3.SA 2.59
Ultrapar Participações SA ULPPF.SA 2.41
No sè cto poderan en el bovespa por ej. itub y pbr ?
Los 10 principales (46,06% de Activos Totales)
Empresa Símbolo % Activos
ITAUUNIBANCO-ON ED N1 ITUB3.SA 10.30
AMBEV S / A -ON EJ ABEV3.SA 8.66
BRADESCO -PN EJ N1 BBDC4.SA 7.96
Brasil Foods -ON NM BRFS3.SA 4.43
Cielo SA CIOXF.SA 3.53
VALE -PNA N1 VALE5.SA 3.28
ITAUSA -PN ED N1 ITSA4.SA 2.90
PETROBRAS -ON PETR3.SA 2.59
Ultrapar Participações SA ULPPF.SA 2.41
No sè cto poderan en el bovespa por ej. itub y pbr ?
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- Mensajes: 3304
- Registrado: Lun Nov 25, 2013 6:37 pm
Re: VALE Vale
Otro dato para analizar el value:
In December 2014, we entered into an investment agreement with Mitsui, through which we will reduce our participation in the Moatize mine to 81% from 95%, and in the Nacala Logistic Corridor to approximately 35%, upon completion of the transaction. The deal will allow us to reduce our direct investment needs in both projects and receive cash back from our investments amounting to US$ 3.7 billion. The final amount is subject to the size of a project finance under discussion.
3,7bi en una empresa q vale por mercado 33bi... Y es una transacción accesoria.
In December 2014, we entered into an investment agreement with Mitsui, through which we will reduce our participation in the Moatize mine to 81% from 95%, and in the Nacala Logistic Corridor to approximately 35%, upon completion of the transaction. The deal will allow us to reduce our direct investment needs in both projects and receive cash back from our investments amounting to US$ 3.7 billion. The final amount is subject to the size of a project finance under discussion.
3,7bi en una empresa q vale por mercado 33bi... Y es una transacción accesoria.
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- Mensajes: 3304
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Re: VALE Vale
andres614 escribió:ok gracias.
solo que ewz ponderan fuerte los bcos itub y bbd, por se destruye hace unos dias fuerte.
Si no recuerdo mal el prospecto, dice q emula el 85% del mdo brasilero, puede fallar.
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- Mensajes: 3304
- Registrado: Lun Nov 25, 2013 6:37 pm
Re: VALE Vale
Costo del i.o. (sin fletes):
Cash cost per metric ton of iron ore fines was US$ 23.2 in 4Q14 vs. US$ 24.7 in 3Q14, a reduction of US$ 1.5 /t. In addition, January 2015 figures already show a reversal of the backlog maintenance services and costs fell further by more than US$ 1/t, even before the effects of the January 2015 depreciation of the Brazilian Real.
Costo de fletes 4q14 21,7 usd.
Cash cost per metric ton of iron ore fines was US$ 23.2 in 4Q14 vs. US$ 24.7 in 3Q14, a reduction of US$ 1.5 /t. In addition, January 2015 figures already show a reversal of the backlog maintenance services and costs fell further by more than US$ 1/t, even before the effects of the January 2015 depreciation of the Brazilian Real.
Costo de fletes 4q14 21,7 usd.
Re: VALE Vale
ok gracias.
solo que ewz ponderan fuerte los bcos itub y bbd, por se destruye hace unos dias fuerte.
solo que ewz ponderan fuerte los bcos itub y bbd, por se destruye hace unos dias fuerte.
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- Mensajes: 3304
- Registrado: Lun Nov 25, 2013 6:37 pm
Re: VALE Vale
Confiable es mirar el bove, luego ewz, es el insignia y q mas volumen hace.
Vale:
Cada dolar q baja el i.o. dejamos de ganar (segun las ventas de 2014) 250 palos por año. Vendimos 250mm ton.
En enero (q1.2015) recien vemos el beneficio de la baja fuerte del oil.
Outlook de i.o. según vale:
Iron ore price dropped by 47% in 2014 as a result of a strong supply in the seaborne market, when demand from China’s steel mills was subdued. Lower iron ore prices drove higher cost producers in China and overseas to gradually exit the market. This trend may continue in the short-term and medium-term if the currently challenging market conditions persist leading to a new market equilibrium in the medium to long-term.
China is the world’s largest pellet producer with more than 155 Mtpy, of which approximately 80% is owned by integrated steel mills. After mine closures in China, Chinese steel makers started to use more lump as substitute for domestic pellets. As prices of lump increase, demand for local and seaborne pellets is expected to increase as well, supporting high pellet premiums. An increase in Chinese demand and a restrict environmental policy may increase the demand for blast furnace direct charge and significantly impact the current pellets seaborne market of about 125 Mtpy.
Vale:
Cada dolar q baja el i.o. dejamos de ganar (segun las ventas de 2014) 250 palos por año. Vendimos 250mm ton.
En enero (q1.2015) recien vemos el beneficio de la baja fuerte del oil.
Outlook de i.o. según vale:
Iron ore price dropped by 47% in 2014 as a result of a strong supply in the seaborne market, when demand from China’s steel mills was subdued. Lower iron ore prices drove higher cost producers in China and overseas to gradually exit the market. This trend may continue in the short-term and medium-term if the currently challenging market conditions persist leading to a new market equilibrium in the medium to long-term.
China is the world’s largest pellet producer with more than 155 Mtpy, of which approximately 80% is owned by integrated steel mills. After mine closures in China, Chinese steel makers started to use more lump as substitute for domestic pellets. As prices of lump increase, demand for local and seaborne pellets is expected to increase as well, supporting high pellet premiums. An increase in Chinese demand and a restrict environmental policy may increase the demand for blast furnace direct charge and significantly impact the current pellets seaborne market of about 125 Mtpy.
Re: VALE Vale
DEntro de los etf brasileros, tenès opinòn o dato, cual de todos es el mas confiable? yo sigo en EWZ
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- Mensajes: 3304
- Registrado: Lun Nov 25, 2013 6:37 pm
Re: VALE Vale
Se desinflo la niña..
Re: VALE Vale
Dostoievsky escribió:Quiero los 6,55 con brasil abierto...es mucho pedir?
Y si amigo, ojala se de , porque el tujes ya esta abierto y coloradito
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- Mensajes: 3304
- Registrado: Lun Nov 25, 2013 6:37 pm
Re: VALE Vale
Quiero los 6,55 con brasil abierto...es mucho pedir?
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- Mensajes: 3304
- Registrado: Lun Nov 25, 2013 6:37 pm
Re: VALE Vale
Con la fusta bajo el brazo...igual el velon semanal temible.
Espero sea como el que dejo a mediados de diciembre...
Espero sea como el que dejo a mediados de diciembre...
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