TXAR Ternium Argentina (ex ERAR)

[danyf]

"Durante este año"

Lo analizaron, pero no va a ser en un año electoral.

[monfe]

Ademas nos manda el indice de Emergentes, seria un golaso, vieron el volumen de Tx las ultimas ruedas?

[danyf]

"Durante este año"

[danyf]

"Going to your second question, yes, you're right. We have discussed this in the past. We have these as an possible opportunity to unlock some value. But clearly as we also discussed in the last couple of quarters, this is something that we require the acceptance, first of all, of the shareholders in our subsidiary in Argentina that is basically the government, to be part of a transaction of this kind.

And basically we leased the subsidiary in Argentina which is something that we considered is not feasible to realize, especially during an election year like the one that we have today in Argentina. So, unfortunately, it's nothing that we can think of during this year."

"And secondly, I just wanted to ask you about the possibility of listing in Argentina.

You've mentioned this in years past, about potentially doing this to close the valuation gap between yourself and peers. I'm wondering with everything going on in Argentina, if that's still a possibility, if there's been any discussions with the government about potentially buying out the Siderar stake? Anything you could add would be much appreciated. Thank you."

https://seekingalpha.com/article/425964 ... art=single

Ternium S.A. (TX) CEO Maximo Vedoya on Q1 2019 Results - Earnings Call Transcript

Me entretiene ver las elucubraciones que hacen cuando en el primer link que subiste está la respuesta en la conferencia subida en seeking alpha

[Cristian707]

"Going to your second question, yes, you're right. We have discussed this in the past. We have these as an possible opportunity to unlock some value. But clearly as we also discussed in the last couple of quarters, this is something that we require the acceptance, first of all, of the shareholders in our subsidiary in Argentina that is basically the government, to be part of a transaction of this kind.

And basically we leased the subsidiary in Argentina which is something that we considered is not feasible to realize, especially during an election year like the one that we have today in Argentina. So, unfortunately, it's nothing that we can think of during this year."

"And secondly, I just wanted to ask you about the possibility of listing in Argentina.

You've mentioned this in years past, about potentially doing this to close the valuation gap between yourself and peers. I'm wondering with everything going on in Argentina, if that's still a possibility, if there's been any discussions with the government about potentially buying out the Siderar stake? Anything you could add would be much appreciated. Thank you."

https://seekingalpha.com/article/425964 ... art=single

Ternium S.A. (TX) CEO Maximo Vedoya on Q1 2019 Results - Earnings Call Transcript

[el profe]

Si ese tw llega a ser real, seria la noticia del año!

yo no se si es humo o no!! pero siempre alguno tiene data antes y arranca a pagar! y hace una semana que pagan para arriba y uno solo es el que vende cantidad! seguramente las de frontera!! la llevo a 10.80 y mira donde esta una semana despues!! si se confirma, explota!

[Vladimir]

https://twitter.com/juangoicoa/status/1 ... 8635011073

Si ese tw llega a ser real, seria la noticia del año!

[el profe]

"Estimado, por favor tome nota por política Ternium Argentina no confirma ni desmiente rumores. Los hechos relevantes que atañen a la compañía se informan al mercado por los canales correspondientes tan pronto como la dirección toma conocimiento de los mismos."

Pero en verdad si desmienten cuando le preguntas por algo que no van ahcer.

A buen entendedor...

[monfe]

Gracias no sabia como poner el enlace en seeking alpha esta el conf call si pueden subirlo.

"Estimado, por favor tome nota por política Ternium Argentina no confirma ni desmiente rumores. Los hechos relevantes que atañen a la compañía se informan al mercado por los canales correspondientes tan pronto como la dirección toma conocimiento de los mismos."

Pero en verdad si desmienten cuando le preguntas por algo que no van ahcer.

[garralaucha2]

VENDO O NO VENDO?? 10% EN DLS EN UNA SEMANA

[green arrow]

https://twitter.com/juangoicoa/status/1 ... 8635011073

Gracias no sabia como poner el enlace en seeking alpha esta el conf call si pueden subirlo.

[monfe]

Canje con Tx, vamos a cotizar en USA, a cuanto sera el canje?

[monfe]

https://twitter.com/juangoicoa/status/1 ... 8635011073

Chan, eso arreglaria el tema de las regalias.

[Cristian707]

https://twitter.com/juangoicoa/status/1 ... 8635011073

[Ferelite]

Estas proyectando el VL?

si exactamente