Foro de Rava Bursátil

Dostoievsky escribió:Bueh, new lows, en 5 le entro como rengo a la muleta, o arbitro de pbr. Vale aclarar que las pienso tener varios años.

fuerza , ya falta poco , vende todo tus activos y compra el producido aca, suerte

Gaston89 escribió:VALE: Reuters: Vale likely to sell its ship assets before its mining assets

Estan negociando la venta incluso de un par de valemaxes desde 2014.

Bueh, new lows, en 5 le entro como rengo a la muleta, o arbitro de pbr. Vale aclarar que las pienso tener varios años.

pull back en 6.55
y continuación de recorrido bajista
de manual

The 2015 investment budget approved by our Board of Directors is US$6.358 billion for project
execution, reflecting a 31.2% decrease compared to the 2014 investment budget, and US$3.809 billion for
sustaining existing operations, reflecting a 15.6% decrease compared to 2014. This is the fourth consecutive
year in which we reduce our capital expenditures, maintaining capital discipline and focusing only on world
class projects.

La forma 20f es genial, nunca le presté la debida atencion. Son casi 300 hojas pero se aprende mucho.

VALE: Reuters: Vale likely to sell its ship assets before its mining assets

Dostoievsky escribió:Hoy envié mail a relacion con los inversores de Vale, preguntando por lo de btg y un par de cosas mas sobre lo sostenible y el outlook de la empresa con el io a 50. No esperaba respuesta...

Respuesta

Dear Javier,



Vale is focused in maintaining its competitiveness, even in an environment of lower iron ore prices, through the improvement in productivity and products quality, reduction of costs and expenses and discipline in capital allocation.



Also, in order to be able to keep the investment plan for our main projects, we have several initiatives to raise cash in 2015 and 2016. In line with our discipline in capital allocation, we are looking for the sale of non-core assets and looking for partnerships in coal and fertilizers. Those initiatives should be able to help us fund the gap in cash needs, in case iron ore prices stay at US$ 50/t level.

hoy compre algo.. ha bajado demasiado, creo que se han pasado de mambo

debo una imagen, que no llego bien en el mail. Pero estoy sorprendido de la buena predisposicion.

continua

In 2014 there were important strategic moves, such as, for instance, the investment agreement with Mitsui for the Moatize mine and the Nacala Logistic Corridor. Upon conclusion of the transaction, Vale will hold indirectly 81% of the Moatize mine and 35% of the corridor, sharing control with Mitsui. The transaction will allow Vale to save approximately US$3.7 billion in investment avoidance and cash inflow, both of these being important to conclude our coal projects.



Also, we concluded the deal to sell 25% of the future gold production from the Salobo copper mine, in Brazil, for which we received in advance an amount in cash of US$ 900 million. This transaction was not listed in the slide above.



I would also like to add that we continued to reduce our cost and expense structure, achieving US$1.2 billion savings in 2014. As an example of the optimization in the value of our assets, the Integra and Isaac Plains coal mines in Australia were placed in care and maintenance as they were not economically feasible under price levels expected for the short and medium terms. We expect to continue to reduce costs and expenses going forward.



You can find more details of our debt structure in our Financial Statements – Note 16 and in the 2014 20F (Liquidity and Capital Resources section), both available in our website.





Best,

Andrea Gutman, CFA

Hoy envié mail a relacion con los inversores de Vale, preguntando por lo de btg y un par de cosas mas sobre lo sostenible y el outlook de la empresa con el io a 50. No esperaba respuesta...

Respuesta

Dear Javier,



Vale is focused in maintaining its competitiveness, even in an environment of lower iron ore prices, through the improvement in productivity and products quality, reduction of costs and expenses and discipline in capital allocation.



Also, in order to be able to keep the investment plan for our main projects, we have several initiatives to raise cash in 2015 and 2016. In line with our discipline in capital allocation, we are looking for the sale of non-core assets and looking for partnerships in coal and fertilizers. Those initiatives should be able to help us fund the gap in cash needs, in case iron ore prices stay at US$ 50/t level.

cotte3 escribió:buen día tengo una pregunta. yo opero con un banco puedo comprar, gracias buen feriado

Buenas, si.

buen día tengo una pregunta. yo opero con un banco puedo comprar, gracias buen feriado

ESTE PAPEL ESTA REGALADO.... LEVE ALGO....... BUEN A SUBA HOY... CUADO PAGA DIVIDENDOS Y CUANTOS POR PAPEL?

Corte macd inminente.