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Re: VALE Vale

Publicado: Mié Mar 25, 2015 9:30 pm
por Dostoievsky
debo una imagen, que no llego bien en el mail. Pero estoy sorprendido de la buena predisposicion.

Re: VALE Vale

Publicado: Mié Mar 25, 2015 9:29 pm
por Dostoievsky
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

Re: VALE Vale

Publicado: Mié Mar 25, 2015 9:29 pm
por Dostoievsky
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.

Re: VALE Vale

Publicado: Mié Mar 25, 2015 10:26 am
por Dostoievsky
cotte3 escribió:buen día tengo una pregunta. yo opero con un banco puedo comprar, gracias buen feriado

Buenas, si.

Re: VALE Vale

Publicado: Mié Mar 25, 2015 10:26 am
por Dostoievsky

Re: VALE Vale

Publicado: Lun Mar 23, 2015 2:16 pm
por cotte3
buen día tengo una pregunta. yo opero con un banco puedo comprar, gracias buen feriado

Re: VALE Vale

Publicado: Vie Mar 20, 2015 5:44 pm
por ENTRERRIANO
ESTE PAPEL ESTA REGALADO.... LEVE ALGO....... BUEN A SUBA HOY... CUADO PAGA DIVIDENDOS Y CUANTOS POR PAPEL?

Re: VALE Vale

Publicado: Vie Mar 20, 2015 2:12 pm
por Dostoievsky
Corte macd inminente.

Re: VALE Vale

Publicado: Mié Mar 18, 2015 4:47 pm
por Dostoievsky
Desastre valeshka hoy.

Re: VALE Vale

Publicado: Mié Mar 18, 2015 4:47 pm
por Dostoievsky
Inver08 escribió:Al repartir dividendos en el caso de los cedear no se retiene el 10% no? Si tenemos un nuevo rally de argentina y con vale a estos valores va a estar lindo para arbitrar antes del pago.

No por impuestos internos, pero creo que el deutsche te retiene cometas. Cambia con cada cedear, hay que llamar a la soc de bolsa y averiguar.

Re: VALE Vale

Publicado: Mié Mar 18, 2015 3:03 pm
por Inver08
Al repartir dividendos en el caso de los cedear no se retiene el 10% no? Si tenemos un nuevo rally de argentina y con vale a estos valores va a estar lindo para arbitrar antes del pago.

Re: VALE Vale

Publicado: Mar Mar 17, 2015 1:56 pm
por Dostoievsky
Cash flow negativo dicen los craneos de WS, los cagamos a billetazos en la cara... Puede ser negativo, pero exageran siempre.

1bi usd a pagar en 1 mes.

Re: VALE Vale

Publicado: Vie Mar 13, 2015 11:49 am
por Dostoievsky

Re: VALE Vale

Publicado: Vie Mar 13, 2015 10:56 am
por CHIQUI1
menos mal que segui el consejo de andres y me fui a AAPL :mrgreen:

Re: VALE Vale

Publicado: Jue Mar 12, 2015 11:27 am
por Dostoievsky
http://www.vale.com/EN/investors/Calend ... 2015-04-30

17 de abril asamblea
30 de abril dividendos y q1.