566 Pe por ACCION a cobrar en ENERO 2020
Mañana se hace percha....
Y los tenedores que hacemos....pasamos a ADR ??
Que dicen ??
TS Tenaris
Re: TS Tenaris
Antifáz escribió:Cómo ves arbitrar con TXAR (que está igual que hace dos años atrás?
Aunque no tiene ADR...
RCentral escribió:ni mamado
No coincido para nada, si vamos por sector el Siderúrgico quedó reducido a solo 2 acciones en el mercado local, Aluar y TXAR.
TXAR está totalmente subvaluada, es una empresa sólida que casi no tiene deuda, tiene el 29 % de Ternium México y el 6 % de Usiminas Brasil, sumado a lo que exporta le permite tener amplitud en cuanto al riesgo local. En el último balance demostró que resiste cualquier Tsunami, casi triplicó las ganancias con respecto al primer trimestre y ganó un 630 % más que igual período del año anterior (3.132 mill. contra 436 mill. del año anterior).
Tiene un dividend yield del 5 %, un Valor Libros de 25,50 actualizado al último balance ( hoy cerró 14.20...fijate si está atrasada) y un P.Neto de 115.174,606 mill.
Tiene un problema, me parece que la manipulan mucho para mi gusto, esto se resuelve si entra volumen, obviamente. Saludos.
Re: TS Tenaris
ADIOS A TS .HOY ME DESPRENDI DE TODAS. EL TIEMPO DIRA SI HICE BIEN NO ESPERAR HASTA LAS 4 OPCIONES Q DABA LA EMPRESA
Re: TS Tenaris
General Shareholders Meeting approves delisting of Tenaris’s shares from the Buenos Aires stock exchange
July 29, 2019 17:42 ET | Source: Tenaris S.A.
multilang-release
LUXEMBOURG, July 29, 2019 (GLOBE NEWSWIRE) -- Tenaris S.A. (NYSE, Buenos Aires and Mexico: TS and MTA Italy: TEN) announced today that its General Shareholders Meeting has approved the delisting of the Company’s shares from the Buenos Aires stock exchange, Bolsas y Mercados Argentinos S.A. (“BYMA”), through a voluntarily withdrawal from listing pursuant to Article 32, clause c), Section VIII, Chapter II of Title III of the rules (Normas) of the Argentine National Securities Commission (Comisión Nacional de Valores, or “CNV”), which permits the Company to delist from BYMA without making a delisting public tender offer.
The Company will file its request with the CNV to voluntarily withdraw its shares from listing on BYMA within the applicable term provided in the above referred statute. Once the delisting of the Company’s shares from BYMA is authorized, the Company will inform the respective terms of the Selling Facility and the Migration Facility announced in its June 11, 2019 press release and the conditions and requirements for shareholders holding their shares through the global depositary and custodian for the Argentine stock market, Caja de Valores S.A. (“CVSA”), to avail themselves of such facilities through an “Hecho Relevante” announcement in Argentina in accordance with applicable CNV Rules.
Shareholders holding shares through CVSA on June 11, 2019 who were absent from the General Shareholders Meeting may exercise the right under article 22 of the Company’s articles of association (”Appraisal Right”) to have such shares repurchased by the Company at the arithmetic average of the closing Argentine peso sale price per share as reported by BYMA for the ninety (90) calendar-day period immediately preceding the date of the General Shareholders Meeting, which equals ARS 566.55 (five hundred and sixty-six Argentine pesos with fifty-five cents) per share. Holders of shares or ADSs held through the clearing systems for any other stock exchanges are not entitled to Appraisal Rights. Any person who, at any time on or after June 11, 2019, either acquired any Company shares through CVSA, or migrated to CVSA any Company shares from the clearing systems for any of the other stock exchanges, is not entitled to claim or exercise any Appraisal Rights with respect to such shares. Appraisal Rights are non-transferrable. Any and all rights to claim or exercise Appraisal Rights with respect to any shares held through CVSA that, at any time on or after June 11, 2019, were either sold or otherwise transferred, or were migrated to the clearing systems for any other stock exchanges, are forfeited.
Qualifying shareholders wishing to exercise Appraisal Rights may do so from July 30, 2019 to (and including) August 29, 2019. Details on the proceeding and the conditions and requirements for qualifying shareholders to exercise Appraisal Rights will be informed through an “Hecho Relevante” announcement in Argentina in accordance with applicable CNV Rules.
Based on the total amount of Tenaris shares held through CVSA at the close of trading on July 26, 2019 (excluding those shares that are held by Deutsche Bank as depositary under the Company’s ADS facility), the Company estimates that the maximum number of shares potentially eligible for Appraisal Rights should not exceed 16,735,783 (sixteen million seven hundred thirty-five thousand seven hundred eighty-three) shares, or approximately 1.4% of Tenaris’s total issued and outstanding capital stock. If all holders of such potentially eligible shares were to exercise Appraisal Rights, the maximum amount payable by the Company would not exceed of ARS 9.5 billion, which, at the ARS/USD exchange rate as of the close of business on July 29, 2019, equals USD 218.7 million.
The repurchase of qualifying shares in connection with any exercise of Appraisal Rights will be consummated on the date that is 180 days from the date of the General Shareholders Meeting, i.e., on January 24, 2020. The repurchase price for such shares will be paid in Argentine pesos, and the Company will not be required to pay any interest or any other additional amounts on or with respect to such repurchase price.
Some of the statements contained in this press release are "forward-looking statements". Forward-looking statements are based on management's current views and assumptions and involve known and unknown risks that could cause actual results, performance or events to differ materially from those expressed or implied by those statements.
Tenaris is a leading global supplier of steel tubes and related services for the world’s energy industry and certain other industrial applications.
Giovanni Sardagna
Tenaris
1-888-300-5432
http://www.tenaris.com
https://www.globenewswire.com/news-rele ... hange.html
July 29, 2019 17:42 ET | Source: Tenaris S.A.
multilang-release
LUXEMBOURG, July 29, 2019 (GLOBE NEWSWIRE) -- Tenaris S.A. (NYSE, Buenos Aires and Mexico: TS and MTA Italy: TEN) announced today that its General Shareholders Meeting has approved the delisting of the Company’s shares from the Buenos Aires stock exchange, Bolsas y Mercados Argentinos S.A. (“BYMA”), through a voluntarily withdrawal from listing pursuant to Article 32, clause c), Section VIII, Chapter II of Title III of the rules (Normas) of the Argentine National Securities Commission (Comisión Nacional de Valores, or “CNV”), which permits the Company to delist from BYMA without making a delisting public tender offer.
The Company will file its request with the CNV to voluntarily withdraw its shares from listing on BYMA within the applicable term provided in the above referred statute. Once the delisting of the Company’s shares from BYMA is authorized, the Company will inform the respective terms of the Selling Facility and the Migration Facility announced in its June 11, 2019 press release and the conditions and requirements for shareholders holding their shares through the global depositary and custodian for the Argentine stock market, Caja de Valores S.A. (“CVSA”), to avail themselves of such facilities through an “Hecho Relevante” announcement in Argentina in accordance with applicable CNV Rules.
Shareholders holding shares through CVSA on June 11, 2019 who were absent from the General Shareholders Meeting may exercise the right under article 22 of the Company’s articles of association (”Appraisal Right”) to have such shares repurchased by the Company at the arithmetic average of the closing Argentine peso sale price per share as reported by BYMA for the ninety (90) calendar-day period immediately preceding the date of the General Shareholders Meeting, which equals ARS 566.55 (five hundred and sixty-six Argentine pesos with fifty-five cents) per share. Holders of shares or ADSs held through the clearing systems for any other stock exchanges are not entitled to Appraisal Rights. Any person who, at any time on or after June 11, 2019, either acquired any Company shares through CVSA, or migrated to CVSA any Company shares from the clearing systems for any of the other stock exchanges, is not entitled to claim or exercise any Appraisal Rights with respect to such shares. Appraisal Rights are non-transferrable. Any and all rights to claim or exercise Appraisal Rights with respect to any shares held through CVSA that, at any time on or after June 11, 2019, were either sold or otherwise transferred, or were migrated to the clearing systems for any other stock exchanges, are forfeited.
Qualifying shareholders wishing to exercise Appraisal Rights may do so from July 30, 2019 to (and including) August 29, 2019. Details on the proceeding and the conditions and requirements for qualifying shareholders to exercise Appraisal Rights will be informed through an “Hecho Relevante” announcement in Argentina in accordance with applicable CNV Rules.
Based on the total amount of Tenaris shares held through CVSA at the close of trading on July 26, 2019 (excluding those shares that are held by Deutsche Bank as depositary under the Company’s ADS facility), the Company estimates that the maximum number of shares potentially eligible for Appraisal Rights should not exceed 16,735,783 (sixteen million seven hundred thirty-five thousand seven hundred eighty-three) shares, or approximately 1.4% of Tenaris’s total issued and outstanding capital stock. If all holders of such potentially eligible shares were to exercise Appraisal Rights, the maximum amount payable by the Company would not exceed of ARS 9.5 billion, which, at the ARS/USD exchange rate as of the close of business on July 29, 2019, equals USD 218.7 million.
The repurchase of qualifying shares in connection with any exercise of Appraisal Rights will be consummated on the date that is 180 days from the date of the General Shareholders Meeting, i.e., on January 24, 2020. The repurchase price for such shares will be paid in Argentine pesos, and the Company will not be required to pay any interest or any other additional amounts on or with respect to such repurchase price.
Some of the statements contained in this press release are "forward-looking statements". Forward-looking statements are based on management's current views and assumptions and involve known and unknown risks that could cause actual results, performance or events to differ materially from those expressed or implied by those statements.
Tenaris is a leading global supplier of steel tubes and related services for the world’s energy industry and certain other industrial applications.
Giovanni Sardagna
Tenaris
1-888-300-5432
http://www.tenaris.com
https://www.globenewswire.com/news-rele ... hange.html
Re: TS Tenaris
Stiffmeister escribió:RCentral tengo una duda, esos 12 meses que supuestamente van a dar, es para que siga cotizando en el mercado argentino? osea van a dar 12 meses para salirse o solo es para poder migrar los papeles pero aca va a dejar de cotizar?
la asamblea vota el retiro de la cotización el 29 de julio, luego se comunica a BYMA, BYMA lo aprueba si no tiene ninguna objeción y en un mínimo de 10 días hábiles se efectiviza el desliste y dejará de cotizar, a partir de ahí habrá 1 año para optar por las distintas opciones (que son 4), pero el desliste es prácticamente inmediato luego de su aprobación.
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Stiffmeister
- Mensajes: 1551
- Registrado: Mar Nov 03, 2015 4:05 pm
Re: TS Tenaris
RCentral escribió:mirá en teoría, y durante el lapso de 12 meses, la empresa va a ofrecer una "facilidad de migración" para los que elijan mantener sus acciones en otros mercados donde Tenaris siga cotizando, y supongo que dentro de esa facilidad la empresa se hará cargo de todos los costos que impliquen esa migración, además de facilitar el trámite a los accionistas...
RCentral tengo una duda, esos 12 meses que supuestamente van a dar, es para que siga cotizando en el mercado argentino? osea van a dar 12 meses para salirse o solo es para poder migrar los papeles pero aca va a dejar de cotizar?
Re: TS Tenaris
Antifáz escribió:Coincido con RCentral.
Además, no olvidemos que el derecho de receso se abona al valor promedio del papel durante los últimos 90 días anteriores al de la Asamblea...
Exacto, el derecho de receso responde a una normativa lógica para un país del primer mundo, no para la República Bananera donde vivimos con la inflación desbocada que tenemos, nadie en su sano juicio va a elegir esa opción, por lo cual pensar que están pisando la cotización especulando con eso no tiene sentido, las alternativas potables serán vender afuera o migrar afuera.
Re: TS Tenaris
Antifáz escribió:Cómo ves arbitrar con TXAR (que está igual que hace dos años atrás?
Aunque no tiene ADR...
ni mamado
Re: TS Tenaris
percanta escribió:gracias habra q pasarse con algunas locales con adr
Cómo ves arbitrar con TXAR (que está igual que hace dos años atrás?
Aunque no tiene ADR...
Re: TS Tenaris
Es cierto que TS está un poco baja.
Lo digo por su valor en u$s ... ...
Pero bueno, todo es relativo.
Algo es bajo o alto en precio con relación a otro activo ... ...
De todos modos, visto la euforia del NYSE y las complicaciones en el canal de Ormuz, podría estar un poquito más apreciada!
Lo digo por su valor en u$s ... ...
Pero bueno, todo es relativo.
Algo es bajo o alto en precio con relación a otro activo ... ...
De todos modos, visto la euforia del NYSE y las complicaciones en el canal de Ormuz, podría estar un poquito más apreciada!
Re: TS Tenaris
RCentral escribió:y cual sería el motivo para que la maten hasta el desliste con el volumen insignificante que mueve TS en la local?
para tener una idea de la dimensión de las cosas, TS mueve en promedio:
* en Milán: 3.000.000 Volumen promedio = 35.000.000 euros = 1700 millones de pesos
* en NYSE: 1.873.000 ADR Vol. promedio = 48.700.000 usd = 2100 millones de pesos
* en BYMA: 72.176 volumen promedio = 936.000 usd = 40 millones de pesos
TS sola mueve en EEUU como en Italia más que todo el volumen operado de todos los papeles en conjunto de éste mercadito de frontera, realmente hay que ser mal pensado para imaginar que a los grandes jugadores les preocupe lo que pase con el desliste (ojo, yo también he malpensado pero siendo objetivo, no tiene sentido)
Coincido con RCentral.
Además, no olvidemos que el derecho de receso se abona al valor promedio del papel durante los últimos 90 días anteriores al de la Asamblea...
Re: TS Tenaris
kelui escribió:yo no quiero ser mal pensado, pero me da la sensación que hasta el desliste acá la van a seguir matando en USA
hoy estuvo casi 2% arriba en milán, y cuando abre NYSE la empiezan a matar, y viene siendo así toda la semana
y cual sería el motivo para que la maten hasta el desliste con el volumen insignificante que mueve TS en la local?
para tener una idea de la dimensión de las cosas, TS mueve en promedio:
* en Milán: 3.000.000 Volumen promedio = 35.000.000 euros = 1700 millones de pesos
* en NYSE: 1.873.000 ADR Vol. promedio = 48.700.000 usd = 2100 millones de pesos
* en BYMA: 72.176 volumen promedio = 936.000 usd = 40 millones de pesos
TS sola mueve en EEUU como en Italia más que todo el volumen operado de todos los papeles en conjunto de éste mercadito de frontera, realmente hay que ser mal pensado para imaginar que a los grandes jugadores les preocupe lo que pase con el desliste (ojo, yo también he malpensado pero siendo objetivo, no tiene sentido)
Re: TS Tenaris
yo no quiero ser mal pensado, pero me da la sensación que hasta el desliste acá la van a seguir matando en USA
hoy estuvo casi 2% arriba en milán, y cuando abre NYSE la empiezan a matar, y viene siendo así toda la semana
hoy estuvo casi 2% arriba en milán, y cuando abre NYSE la empiezan a matar, y viene siendo así toda la semana
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RusoLocoSuelto
- Mensajes: 2666
- Registrado: Sab Abr 21, 2018 8:26 pm
Re: TS Tenaris
percanta escribió:gracias habra q pasarse con algunas locales con adr
Hay que tener en cuenta ahora a algunos Cedear que tienen un lindo volumen, nada como para tirar manteca al techo pero volúmenes, pero sirven para mover una parte de las TS.
Yo ya salí del todo de acá, arrancando 2 días después de la noticia y pude agarrar casi toda la suba de Gold por ejemplo.
Re: TS Tenaris
gracias habra q pasarse con algunas locales con adr 