Aperam

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Droopymaes
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EU applies definitive stainless HRC anti-dumping duties
The European Commission has concluded its investigation into anti-dumping duties on stainless hot rolled coil imports from China, Indonesia and Taiwan. According to a note, authorities have confirmed with definitive measures the existing provisional measures announced in April.
The investigation started back in August 2019 on the back of complaints made by local steelmakers. During the investigation the EU confirmed the need for duties to be applied; it nevertheless decided that retroactive collection of duties for volumes imported before the provisional measures will not be needed.
Indonesian importers will face a duty of 17.3%, while Chinese suppliers will be hit by duties of between 9.2% and 19%, depending on the mill’s provenance. Taiwanese material will face a duty of 4.1-7.5%. Compared to the provisional measures, authorities somewhat lowered the duties on some Chinese and Taiwanese suppliers.
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Droopymaes schreef:
08 okt 2020 09:25
EU applies definitive stainless HRC anti-dumping duties
The European Commission has concluded its investigation into anti-dumping duties on stainless hot rolled coil imports from China, Indonesia and Taiwan. According to a note, authorities have confirmed with definitive measures the existing provisional measures announced in April.
The investigation started back in August 2019 on the back of complaints made by local steelmakers. During the investigation the EU confirmed the need for duties to be applied; it nevertheless decided that retroactive collection of duties for volumes imported before the provisional measures will not be needed.
Indonesian importers will face a duty of 17.3%, while Chinese suppliers will be hit by duties of between 9.2% and 19%, depending on the mill’s provenance. Taiwanese material will face a duty of 4.1-7.5%. Compared to the provisional measures, authorities somewhat lowered the duties on some Chinese and Taiwanese suppliers.
Mijn hamvraag is evenwel simpel doch pertinent: Als je de aangeboden import-prijzen verhoogt met de duties ... komt de prijs dan gelijk met de Europese aanbieders of blijft de import dan evenwel nog altijd goedkoper?

In ieder geval hier een blije aandeelhouder met pakketjes aan 18 en 22 EUR dankzij de corona-crash. Achteraf spijt dat ik geen hogere positie kocht, maar zo gaat het altijd natuurlijk. Vorige week kon je ze nog oppikken aan 22,5 EUR ... dat was een mooi momentum, maar ook nagelaten wegens pessimistisch beursklimaat dat intussen alweer vergeten is. Alleszins mijn stukjes koester ik, elk kwartaal een mooi dividend is een heerlijkheid.

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Droopymaes
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Stainless production seen rebounding in 2021
Stainless 300 series scrap will increase its share in the global stainless scrap market to 59.3% by 2030 from the current 54%, Steel & Metals Market Research analyst Markus Moll said at last week’s virtual Bureau of International Recycling (BIR) event.
Global stainless steel consumption should meanwhile grow 11% next year, Moll observed. The current year’s decline would be restricted to -4%, because of 3% growth in China – easily the world’s largest consumer of stainless steel at more than 21 million tonnes/year. Consumption drops of -13% in 2020 each in Europe and the USA will be followed by gains of 16% and 19% respectively next year. Asia excluding China is seen falling -12% in 2020 and rebounding 22% next year.
The combined share of global stainless steel production held by China and Indonesia will continue to climb to over 70% in 2021, but this will plateau in subsequent years because of protectionist measures imposed by other countries, Moll commented at the event monitored by Kallanish.
Global flows of stainless scrap – excluding revert – reached 9.8 million tonnes in 2019, with Moll “…surprised” that Europe increased imports from the CIS by 10% on-year to over 250,000t. Almost 600,000t of stainless scrap was shipped from Europe to India, up 7%. However, Andre Reinders of Nimomet LLC said major Indian producer Jindal Stainless had reportedly committed to further reducing its reliance on imported raw materials from 65% three years ago to 35% by 2021.
China’s scrap ratio was just above 20% last year, well short of the 70%-plus and 80%-plus recorded by Europe and the US respectively. Stainless scrap availability in China – currently at around 3m t/y – is growing by a minimum of 10% per annum and will continue to be consumed entirely within the domestic market, Moll concluded.

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Droopymaes
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Aperam forecasts some improvement in fourth quarter
French stainless steel producer Aperam expects the market to improve in the fourth quarter, although some of the drivers behind this may only last for the short term.
“Business took a first step returning towards normalisation in Q3, which we utilised as all our plants were fully operational,” chief executive Timoteo Di Maulo says in a report monitored by Kallanish. “Our results improved due to strict cost discipline across all segments, a flexible product mix management in Brazil and with higher volumes in Europe. Still, a challenging competitive environment persists combined with the threat of another Covid-related slowdown and continued price pressure in Europe.”
Q3 sales increased by 3% on-quarter to €841 million ($980m). Steel shipments increased from 376,000 tonnes in Q2 to 432,000t in Q3. Volumes in both Europe and Brazil improved from their Q2 lows on the back of economic recovery. Ebitda also increased in Q3 to €65m from €49m in Q2, driven by higher volumes, strict cost control and flexible multi-product business in Brazil. Ebitda in Q3 2019 stood at €79m.
Prices in Europe remained under pressure, which was compounded by rising raw material costs. This was only partly compensated by the absence of negative inventory valuations, the report states.
The Stainless & Electrical Steel segment had sales of €664m in Q3, up 5% on Q2. Steel shipments were 417,000t, an increase of 15%. Average steel selling prices for the segment decreased by -8% on Q2.
In January-September Aperam registered consolidated sales of €2,708m, down from €3,240m in the same period in 2019. Ebitda stood at €184m versus €255m
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European stainless coils prices increase
The European stainless steel market remains uncertain despite coil producers' prices sustaining an upward trend. Distributors and service centres are struggling to pass on the coil price increases to their customers.
Over the past 15 days the market in Europe has been quiet. Apparent demand for flat and tubular products is currently low due to the global pandemic. However, the latest announcement of a potential vaccine is forecast to boost confidence and market activity in the coming days, sources believe.
French distributors are more optimistic than in other countries as activity has been at normal levels so far this month. In Italy, Germany and Benelux, there have not been any "real transactions" but only small volumes purchased, distribution sources and re-rollers say.
European mills' order books are full until the end of the year. Import prices of stainless coils from Asian countries are not considered competitive and buyers are only purchasing European material. Stainless HRC in Europe can be found at €1,780-1,790/t delivered for January casting while CRC is at €1,900/t ($2,245) delivered on average, sources suggest

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Re: Aperam

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Aperam haalt year high 32,7 EUR vandaag. Dit aandeel is onbekend en onbemind op dit forum. Jammer, want deze parel was in maart aan 18 EUR te koop en keert elk kwartaal (!) een regelmatig inkomen uit. Ik heb een pakket rond 18 en 22 EUR gekocht en deze blijven hier levenslang zitten.
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wimvd schreef:
24 nov 2020 12:33
Aperam haalt year high 32,7 EUR vandaag. Dit aandeel is onbekend en onbemind op dit forum. Jammer, want deze parel was in maart aan 18 EUR te koop en keert elk kwartaal (!) een regelmatig inkomen uit. Ik heb een pakket rond 18 en 22 EUR gekocht en deze blijven hier levenslang zitten.
Jij loopt toch ook altijd de koersen achterna... Aperam surft gewoon mee op de algemene vaccin- en US presidenthype. Is niet meer "parel" dan andere cyclische bedrijven met een gezonde balans.

Vermoedelijk heb je de exacte woorden die je hier vandaag schrijft over Aperam ("parel" - "blijft hier levenslang zitten") ook gezegd over Shell en andere aandelen die je met ferm verlies hebt verkocht...

Nu is het een parel en ga je ze levenslang houden, maar bij de eerstvolgende correctie onder je aankoopkoers zwier je ze buiten.

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Ik ben hier al enkele jaren een actief lezer, voor ik mijn eerste voorzichtige stappen naar mijn eerste posts heb gezet.
Bovenstaande opmerking is toch niet hoe ik de posts van Wimvd tot nu toe heb geïnterpreteerd, integendeel. Mogelijk heb ik een aantal verkoopposts net gemist, het zij zo, algemene teneur, + het (recent aangepaste?) onderschrift vind ik toch op buy & hold wijzen, een van mijn favoriete 'posters'.

Wat koers achterna lopen betreft: dit is een van die aandelen die bij mij figuurlijk echt ergens op een plank liggen. Heb ik zowel in mijn portefeuille als voor mijn kinderen ergens, en het aandeel staat verder niet op een favorietenlijst bij mijn andere, actief opgevolgde effectenrekening, dus werkelijk geen idee wat de koers doet, net zoals Wim aangeeft: die zitten daar in portefeuille voor het mooie dividendrendement.

Om het toch even over de koers te hebben: ooit in portefeuille genomen rond 11 euro, in een tijd dat 'buy and hold' niet echt mijn strategie was. Tja, een les die me voor de toekomst enkel slimmer kan maken.
Huidige aankoopprijs ligt bij mij ook rond de 22-24.
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European stainless coil producers to increase prices again
The European stainless steel market has become more optimistic regarding the general outlook of the sector in the coming months. The current high flats and coils prices are supported by strong demand and few imports. Buyers are waiting for increases on stainless coils prices as European mills are not quoting and are expected to push up their prices once again by over €50/tonne ($60) for March and April delivery.
Distributors in Italy, Germany, France and Benelux, are also increasing their prices in line with mills’ soaring values but they are doing so more slowly than mills. Some are finding it challenging to pass on increases downstream. Stocks for flats and tubular products around Europe are said to be medium and medium low particularly in central Europe, a re-roller comments.
European mills' order books are full until March and April. Import prices of stainless coils from Asian countries are not considered competitive and buyers are only purchasing European material. This has already caused coil values to soar by as much as €100/t compared to the beginning of November. Stainless HRC in Europe can be found at €1,900/t delivered for March casting while CRC is at €2,130-2,150/t delivered on average. These prices however are seen soaring significantly when producers go back to quoting and selling in a few days, sources suggest. As imported coils volumes are currently low, buyers expect low availability of coils in Q1.

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Extra concurrentie in Azië:

Two stainless projects to be commissioned in Xiangshui
Two stainless steel projects in Xiangshui in Jiangsu province are expected to be put into production soon: Yancheng Zunxin Metal Technology’s stainless strip processing project and Jiangsu Deyou Precision Steel Tube Company’s stainless pipe project.
Yancheng Zunxin is already debugging equipment of the first phase of its project, including two lines with 250,000 tonnes/year capacity.
The project will straighten and slit stainless coils supplied by Delong. After another three lines of the second phase are put into production before June next year, the total capacity will exceed 400,000 t/y.
Jiangsu Deyou’s stainless pipe project could be put into trial production next month, according to the company’s general manager Yang Qingguo. The designed annual output of 3,000-5,000 tonnes of welded pipe and seamless pipe is worth CNY 1.5-2 billion ($229-306 million).









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