kelui escribió:estamos igual que ayer, volumen "lacrimógeno" pero subiendo
lindo sería que cierre arriba de 13,20 y mañana arranque desde ahi
Bien Brasil en general. Algunos papeles subiendo fuerte y con volumen. Ej: SID y GGB
VALE Vale
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FedeAndres
- Mensajes: 2426
- Registrado: Lun Sep 16, 2013 11:30 pm
Re: VALE Vale
Bien Brasil en general. Algunos papeles subiendo fuerte y con volumen. Ej: SID y GGB
Re: VALE Vale
estamos igual que ayer, volumen "lacrimógeno" pero subiendo
lindo sería que cierre arriba de 13,20 y mañana arranque desde ahi
lindo sería que cierre arriba de 13,20 y mañana arranque desde ahi
Vale's iron ore becoming quality benchmark
Esta nota tiene más de un mes, pero me parece interesante y no la había leido por eso la comparto
Vale's iron ore becoming quality benchmark - CEO
By Frederico Barbosa
Tuesday, May 29, 2018
Brazilian giant Vale is gradually becoming the new benchmark for quality of the basic product for the global steel industry, iron ore, according to its top executive.
Speaking on a panel during the Brasil Investment Forum on Tuesday, CEO Fabio Schvartsman (pictured) said that the ore produced in Carajás is the best in the world due to its high iron content.
In Brazil's Carajás region, Vale operates its largest and most important mining area, the company's northern system. This system achieved an all-time production record of 40.6Mt in the first quarter, up 12.9% year-on-year, mostly due to the ramp-up of the company's flagship S11D Carajás mine.
Average Carajás iron content reached 64.4% in 1Q18, compared to 63.9% in the same period of last year, as a result of the S11D ramp-up and the reduction in lower grade ore production in line with Vale's ongoing strategy to maximize margins.
Australian ore with 62% iron content for delivery in North China is currently considered the market benchmark. But the global iron ore market has undergone a major transition in the past two years, with users switching to higher iron content material, which has led to a rapid widening of spreads between higher and lower quality products.
Furthermore, Vale also has a dominant position in the production of iron ore pellets, something which is also very important globally, Schvartsman added.
Vale's pellet production rose 2.9% to 12.8Mt in the first quarter, mainly due to the restart of the Tubarão II pellet plant. Roughly 83% of pellet output was attributable to Brazilian operations and the remainder to Vale's plant in Oman. Pellet plant restarts at Tubarão I and São Luís are envisioned by 2Q18 and 3Q18, respectively, the company said in its latest production report.
INVESTMENTS
In the panel, Schvartsman confirmed that Vale see clear interest in investments in Brazil.
"These investments will come if the scenario in Brazil is favorable," he added.
According to the CEO, Brazil offers great opportunities for growth and investments, and even with the recent political and economic outcomes, it is clearly a democratic nation, as local institutions have been tested constantly and have shown resilience.
The company invested US$890mn during Q1, a US$223mn year-on-year drop and the lowest level seen since 1Q05, following the trend of being under US$1bn per quarter and reinforcing capex guidance of US$3.8bn in 2018, Vale said in its 1Q18 earnings release.
Rio de Janeiro-based Vale is the world's largest iron ore producer and exporter.
Vale's iron ore becoming quality benchmark - CEO
By Frederico Barbosa
Tuesday, May 29, 2018
Brazilian giant Vale is gradually becoming the new benchmark for quality of the basic product for the global steel industry, iron ore, according to its top executive.
Speaking on a panel during the Brasil Investment Forum on Tuesday, CEO Fabio Schvartsman (pictured) said that the ore produced in Carajás is the best in the world due to its high iron content.
In Brazil's Carajás region, Vale operates its largest and most important mining area, the company's northern system. This system achieved an all-time production record of 40.6Mt in the first quarter, up 12.9% year-on-year, mostly due to the ramp-up of the company's flagship S11D Carajás mine.
Average Carajás iron content reached 64.4% in 1Q18, compared to 63.9% in the same period of last year, as a result of the S11D ramp-up and the reduction in lower grade ore production in line with Vale's ongoing strategy to maximize margins.
Australian ore with 62% iron content for delivery in North China is currently considered the market benchmark. But the global iron ore market has undergone a major transition in the past two years, with users switching to higher iron content material, which has led to a rapid widening of spreads between higher and lower quality products.
Furthermore, Vale also has a dominant position in the production of iron ore pellets, something which is also very important globally, Schvartsman added.
Vale's pellet production rose 2.9% to 12.8Mt in the first quarter, mainly due to the restart of the Tubarão II pellet plant. Roughly 83% of pellet output was attributable to Brazilian operations and the remainder to Vale's plant in Oman. Pellet plant restarts at Tubarão I and São Luís are envisioned by 2Q18 and 3Q18, respectively, the company said in its latest production report.
INVESTMENTS
In the panel, Schvartsman confirmed that Vale see clear interest in investments in Brazil.
"These investments will come if the scenario in Brazil is favorable," he added.
According to the CEO, Brazil offers great opportunities for growth and investments, and even with the recent political and economic outcomes, it is clearly a democratic nation, as local institutions have been tested constantly and have shown resilience.
The company invested US$890mn during Q1, a US$223mn year-on-year drop and the lowest level seen since 1Q05, following the trend of being under US$1bn per quarter and reinforcing capex guidance of US$3.8bn in 2018, Vale said in its 1Q18 earnings release.
Rio de Janeiro-based Vale is the world's largest iron ore producer and exporter.
Re: VALE Vale
EmBel escribió:https://www.bloomberg.com/news/articles ... us-on-smog
Para mi que la gente de BBG se mete en el foro y nos lee
Re: VALE Vale
La produccion en S11D crece y crece 
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FedeAndres
- Mensajes: 2426
- Registrado: Lun Sep 16, 2013 11:30 pm
Re: VALE Vale
kelui escribió:Aclarando que lo mío no es la contabilidad y que es la primera vez que estimo un resultado completamente con cálculos propios en base al informe de producción, me juego un número teniendo el cuenta lo que leí:
Revenues entre $ 8.300 y $ 8.600 MM
EBITDA entre $ 3.300 y $ 3.800 MM teniendo en cuenta los márgenes de los anteriores Q
Coincido bastante. Espero entre 3.8 y 4B. Casi 0,8USD x adr de ebitda.
Precio de vta. mineral un 7% abajo el blend, compensado por un 3% de suba en ventas.
Bien el nickel.
Excelente esta empresa, cómo nos tienr acostumbrados.
Re: VALE Vale
Aclarando que lo mío no es la contabilidad y que es la primera vez que estimo un resultado completamente con cálculos propios en base al informe de producción, me juego un número teniendo el cuenta lo que leí:
Revenues entre $ 8.300 y $ 8.600 MM
EBITDA entre $ 3.300 y $ 3.800 MM teniendo en cuenta los márgenes de los anteriores Q
Revenues entre $ 8.300 y $ 8.600 MM
EBITDA entre $ 3.300 y $ 3.800 MM teniendo en cuenta los márgenes de los anteriores Q
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Tony Stark
- Mensajes: 1760
- Registrado: Lun Oct 23, 2017 7:48 am
Re: VALE Vale
egis escribió:Bueh...
La verdad es que hay gobernadores y también intendentes que parecen atornillados a sus sillones...
Por eso también digo que hay que empezar a limpiar listas de impresentables que los hay en todas partes.
Los casos particulares de Formosa y Córdoba no los conozco porque no he estado allí nunca y poco leo de esas provincias así que no puedo opinar. Pero de oídas nomás y según lo que me cuentan conocidos hay provincias "olvidadas" por ejemplo las del NOA y las andinas del norte.
En lanus, el intendente estuvo mas de 30 años...practicamente fue el 2do fundador!!!
Re: VALE Vale
mcl escribió:El mercado no pareció valorar mucho el informe de producción.
Volume
382,186
no te largan un papel más a estos precios
Re: VALE Vale
El mercado no pareció valorar mucho el informe de producción.
Re: VALE Vale
Lec003 escribió:ya me pongo a leerlo, me quedo con esto.
es lo que te decía ayer respecto a los productos premium y lo mismo pasó con el niquel.
kelui escribió:por mi parte espero aumento de producción de IO 65% Fe respecto del de 62% si el ramp up del S11D sigue en línea con lo esperado
Re: VALE Vale
kelui escribió:que lindo!
The market premium for the 65% of iron ore
content over the 62% in 2Q18 increased from an average of US$ 16.0/t in 1Q18 to an average
of US$ 20.2/t in 2Q18.
http://www.vale.com/EN/investors/inform ... -%20vf.pdf
ya me pongo a leerlo, me quedo con esto.
Re: VALE Vale
que lindo!
Rio de Janeiro, July 16th, 2018 – Vale S.A (Vale) achieved a new record of 96.8 Mt of iron ore
production1 for a second quarter, despite the nationwide truck drivers’ strike in May, with 12-
day disruptions in production and logistics across Brazil, leading to force majeure being
declared by many companies. Vale overcame these adversities using the flexibility of its supply
chain, with transfers of supplies between sites, alternative use of railways to transport inputs,
adjustment in mining methods and production plans and change in mill process parameters.
Vale recognizes and thanks the creativity and resilience of its teams to achieve a production
record in such an environment.
Record sales volumes for a second quarter of iron ore and pellets totaled 86.5 Mt in 2Q18, 4.8
Mt higher than in 2Q17. The record was achieved despite the increase of offshore stocks to
support the ongoing blending activities.
Vale’s premium and flexible product portfolio is being tailored to maximize margin and to benefit
from the increase in the “flight to quality” trend. The market premium for the 65% of iron ore
content over the 62% in 2Q18 increased from an average of US$ 16.0/t in 1Q18 to an average
of US$ 20.2/t in 2Q18.
http://www.vale.com/EN/investors/inform ... -%20vf.pdf
Rio de Janeiro, July 16th, 2018 – Vale S.A (Vale) achieved a new record of 96.8 Mt of iron ore
production1 for a second quarter, despite the nationwide truck drivers’ strike in May, with 12-
day disruptions in production and logistics across Brazil, leading to force majeure being
declared by many companies. Vale overcame these adversities using the flexibility of its supply
chain, with transfers of supplies between sites, alternative use of railways to transport inputs,
adjustment in mining methods and production plans and change in mill process parameters.
Vale recognizes and thanks the creativity and resilience of its teams to achieve a production
record in such an environment.
Record sales volumes for a second quarter of iron ore and pellets totaled 86.5 Mt in 2Q18, 4.8
Mt higher than in 2Q17. The record was achieved despite the increase of offshore stocks to
support the ongoing blending activities.
Vale’s premium and flexible product portfolio is being tailored to maximize margin and to benefit
from the increase in the “flight to quality” trend. The market premium for the 65% of iron ore
content over the 62% in 2Q18 increased from an average of US$ 16.0/t in 1Q18 to an average
of US$ 20.2/t in 2Q18.
http://www.vale.com/EN/investors/inform ... -%20vf.pdf
Re: VALE Vale
Brizzio66 escribió: A ver...
Bueno, entonces que se vayan tambien TODOS los Gobernadores Peronistas que estan hace como 30 años en Formosa como Insfran o 20 años en Córdoba como Schiaretti-De la Sota.
Bueh...
La verdad es que hay gobernadores y también intendentes que parecen atornillados a sus sillones...
Por eso también digo que hay que empezar a limpiar listas de impresentables que los hay en todas partes.
Los casos particulares de Formosa y Córdoba no los conozco porque no he estado allí nunca y poco leo de esas provincias así que no puedo opinar. Pero de oídas nomás y según lo que me cuentan conocidos hay provincias "olvidadas" por ejemplo las del NOA y las andinas del norte.
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