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Re: VALE Vale

Publicado: Lun Jun 22, 2015 4:12 pm
por new_zombie
Esperemos zorro, me estoy cansando de esperarle...es refugio de valor comparado con el merval, pero viendo hoy como reacciono se duda un poco.... :golpe:

Re: VALE Vale

Publicado: Lun Jun 22, 2015 2:59 pm
por Dostoievsky
http://www.sinferbase.com.br/relatorios.php

Abril y Mayo, vendiendo lindo "pelotas" localmente, absorvimos mercado.
Hay que seguir la venta de pellets, porque aporta lindo en el ebitda y sus precios no han sido tan castigados.

Notar que ademas de las ventas propias, tenemos participacion en samarco.

Re: VALE Vale

Publicado: Lun Jun 22, 2015 10:18 am
por Dostoievsky
http://www.worldsteel.org/dms/internetD ... 0Table.pdf

Sigue en buen ritmo el crecimiento en Brasil e India.

Re: VALE Vale

Publicado: Sab Jun 20, 2015 11:53 am
por ave fenix
Excelente los articulos!!!
Queda claro el camino!!

:100: :100:

Ahora PPP solo eso!!!

Re: VALE Vale

Publicado: Vie Jun 19, 2015 11:55 pm
por valiant
Dostoievsky escribió:Cada 10c de devaluacion en el real, ahorramos unos 800 palos en el capex (2015-18)...mas el ahorro operativo.
Fortuna!
La dif de cambio, si bien se anota en el bce y se ve linda, no es ganancia real.

bien,de acuerdo.
me he puesto a leer algo sobre la empresa y comento algo que debes saber de sobra,pero bue,para mi es novedad.
el credito de los chinos para que vale pueda avanzar con el proyecto S11D ,el permiso para atracar los valemax directamente en china y la venta de 4/ 8 valemax a china para hacerse de liquidez.
me gusto esta seccion del articulo "Vale's S11D project contains 4.2 billion tonnes of ore at 66.7 per cent grade – well above the 62 per cent benchmark grade and the 61.5 per cent grade coming from Australia's flagship "Pilbara Blend". "

lindos articulos.
http://www.smh.com.au/business/mining-a ... h5leq.html
http://www.dailyreckoning.com.au/what-c ... 015/05/21/

Re: VALE Vale

Publicado: Vie Jun 19, 2015 10:47 am
por ahg1976
:golpe: nunca termina de arrancar.
Igual viendo como esta el Merval.....Brasil es cobertura ahora para mi.

Re: VALE Vale

Publicado: Vie Jun 19, 2015 10:46 am
por CHIQUI1
remador escribió:La bajaron con nada.

Tipica afirmación efectuada cuando hay rotura de tujes, 2.2 millones es nada? es lo que dicen para autotranquilizarse,sabiendo que es mentira.

Re: VALE Vale

Publicado: Vie Jun 19, 2015 10:43 am
por remador
La bajaron con nada.

Re: VALE Vale

Publicado: Vie Jun 19, 2015 10:37 am
por lucas3
otra vez sopa!!

Re: VALE Vale

Publicado: Jue Jun 18, 2015 11:53 pm
por CHIQUI1
Me iba a dormier y veo esta pe lo tu dez que puso este salame de bolsita, informacion vieja que no aporta nada, y todo ese espacio que ocupa, realmente voy a entregar el NABOLARDI DE ORO, no solo en titulos sino tambien aca, y este es candidato a ganarlo comodamente,,, :mrgreen:

Re: VALE Vale

Publicado: Jue Jun 18, 2015 9:48 pm
por valiant
ese hecho,la entrada de guita ,te lo puede bajar bastante al dolar.

Re: VALE Vale

Publicado: Jue Jun 18, 2015 9:45 pm
por Dostoievsky
http://www.infomoney.com.br/mercados/ac ... -fomc-veto

El central le tiro otro tiro al real, reduce swaps por 2da vez en 7 días...abajo de 3 no lo quieren, como marcabamos hace poco.

Curioso que la primera reduccion la pusieron como noticia destacada y esta apenas la mencionan :twisted:
Amén del analista q dice abajo otra cosa que deciamos y es que entra guita a rv brasil.


esto:

http://www.infomoney.com.br/mercados/an ... hoje-noite

es muy interesante, el tape esta vivo y coleando.

Re: VALE Vale

Publicado: Jue Jun 18, 2015 7:29 pm
por bolsita1
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Re: VALE Vale

Publicado: Jue Jun 18, 2015 5:09 pm
por CHIQUI1
bolsita1 escribió:Valiant ves alguna correlacion de el quilombo Griego con esta , tengo NBG y las 12 se mueven en paralelo de una manera muy rara

Y la correlacion?? todavia no se que significa moverse de una manera rara en bolsa? cuantas pavadas se escriben, prefiero mis chistontos. :mrgreen:

Re: VALE Vale

Publicado: Jue Jun 18, 2015 5:04 pm
por bolsita1
murddock escribió:Interesante doble piso en 6.22 USD aca.

https://www.invertirenbolsa.com.ar/wp-c ... /vale3.png

Que haces Murddock hacia años que no te leia , seguis con la morocha infernal que te trajiste de vacaciones al sur ? :respeto: