Umicore

Beleggen in aandelen beurs Brussel, BEL 20, lokale fondsen, etc.
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FF2170
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Re: Umicore

Berichtdoor FF2170 » 14 Mar 2018 03:00

FCA Admits Underestimating the Rise of Electric Cars Was a Mistake:


http://www.thedrive.com/news/19184/fca- ... d=sr-link1


Toyota will too.


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Re: Umicore

Berichtdoor FF2170 » 14 Mar 2018 11:54

Off topic.

A bromance.

To understand partly of what is going on in America, listen to the half-hour interview at upper right hand corner of this page:

https://www.npr.org/2018/03/13/59312241 ... -and-putin

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Re: Umicore

Berichtdoor FF2170 » 14 Mar 2018 18:24

More on VW (from Bloomberg with couple videos):

https://www.bloomberg.com/news/articles ... -car-surge

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Re: Umicore

Berichtdoor FF2170 » 14 Mar 2018 18:30

Waymo in Phoenix, Arizona

https://www.theverge.com/2018/3/13/1711 ... ider-video

What does this imply for worldwide auto volume in the long run?

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Re: Umicore

Berichtdoor FF2170 » 14 Mar 2018 18:34


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Umi
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Re: Umicore

Berichtdoor Umi » 15 Mar 2018 09:09


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Re: Umicore

Berichtdoor FF2170 » 15 Mar 2018 10:46



Screen Shot 2018-03-15 at 2.32.31 AM.png


Maybe he started reading our blog here.

(Their advice was to "sell" with target was €21 on Feb 14? or was that a year ago? Marc Elliot of Investec. He wasn't on most recent conference call. Maybe he is a new analyst at Investec)
U kunt de afbeeldingen in deze bijlage niet bekijken, registreer hier en bekijk de bijlage.

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Re: Umicore

Berichtdoor FF2170 » 15 Mar 2018 11:10

More cobalt news ...

The Chinese company GEM will purchase 50,000 tonnes of cobalt over three years, which amounts to half the world's supply in 2017.

Business Insider, March 15, 2018

"China just locked in its position as a dominant player in electric vehicle production"

http://www.businessinsider.com/china-co ... ies-2018-3

Never heard of GEM.

"GEM, (Green Eco-Manufacture) headquartered in Shenzhen, China, was established in 2002 ... listed on the Shenzhen Stock Exchange A share (stock code 002340) ... the first A-shares listed company in Chinese cobalt industry"

http://gemhi-tech.lookchem.com/

This one? 002340?

http://www.szse.cn/main/en/marketdata/q ... ode=002340
Laatst gewijzigd door FF2170 op 15 Mar 2018 11:16, 1 keer totaal gewijzigd.

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Re: Umicore

Berichtdoor Umi » 15 Mar 2018 11:12

FF2170 schreef:
Maybe he started reading our blog here.

(Their advice was to "sell" with target was €21 on Feb 14? or was that a year ago? Marc Elliot of Investec. He wasn't on most recent conference call. Maybe he is a new analyst at Investec)


it was one of the more conservative analysts indeed!
09:01
Koopadvies Umicore
De Zuid-Afrikaanse zakenbank Investec trekt het advies voor Umicore UMI0,40% op van houden naar kopen. Het koersdoel stijgt van 42 naar 52,9 euro. Met analist Marc Elliott is een van de laatste sceptici overtuigd: tot mei vorig jaar had hij zelfs een verkoopadvies uitstaan., dat pas begin februari van dit jaar veranderde in 'houden'. Op die tijd ging het aandeel van de recyclagegroep Umicore grofweg de helft hoger. Umicore heeft volgens data die Bloomberg bijhoudt nog 3 verkoopadviezen, 9 keer de stempel 'houden' en nu ook 9 koopadviezen.
https://www.tijd.be/markten-live/live-b ... 92311.html



btw, looks like Audi's new Electric model is gonna be a winner!
https://www.tijd.be/ondernemen/auto/nor ... 92353.html

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Re: Umicore

Berichtdoor FF2170 » 15 Mar 2018 11:28

FF2170 schreef:More cobalt news ...

The Chinese company GEM will purchase 50,000 tonnes of cobalt over three years, which amounts to half the world's supply in 2017.

Business Insider, March 15, 2018

"China just locked in its position as a dominant player in electric vehicle production"

http://www.businessinsider.com/china-co ... ies-2018-3

Never heard of GEM.

"GEM, (Green Eco-Manufacture) headquartered in Shenzhen, China, was established in 2002 ... listed on the Shenzhen Stock Exchange A share (stock code 002340) ... the first A-shares listed company in Chinese cobalt industry"

http://gemhi-tech.lookchem.com/

This one? 002340?

http://www.szse.cn/main/en/marketdata/q ... ode=002340


WSJ, March 15 2018

https://www.wsj.com/articles/glencores- ... 1521060016

Glencore’s Cobalt Sale Helps China’s Drive to Build Electric Vehicles
Miner to provide more than 50,000 metric tons over three years to GEM Co.

Glencore PLC has agreed to sell a chunk of its cobalt production to a Chinese company, a person familiar with the matter said, marking another victory for China in a race to lock up supplies of an important metal used in batteries for electric vehicles.

Glencore, the giant Swiss commodity producer and trader, signed a deal several weeks ago to provide more than 50,000 metric tons of cobalt over three years to GEM Co. , a Shenzhen-listed chemicals firm, the person said. Glencore is the world’s biggest cobalt producer, and the amount represents about a third of its production over the course of the deal.

Once an obscure metal in a relatively small market, cobalt is now projected to be in greater demand as electric-car production increases and smartphone use grows around the world. The scarce blue metal is an essential ingredient in lithium-ion batteries because of its ability to absorb high levels of heat.

Apple Inc., Tesla Inc., Volkswagen AG and other large companies have been scrambling to secure their own cobalt supplies from sources including Glencore, the company’s chief executive, Ivan Glasenberg, said on a conference call in December.

“Electric vehicles will be disruptive to the world,” Mr. Glasenberg said. “Cobalt is basically off the charts.”

China is revving up its electric-vehicle industry, the largest in the world. The country has focused on dominating cobalt resources in the Democratic Republic of Congo, which turns out about 60% of the world’s supply.

In 2011, Beijing listed electric vehicles as one of seven “strategic emerging industries.” Chinese firms produce about 77% of refined cobalt chemicals, up from 67% in 2012, according to London commodities researcher CRU Group.

Glencore has two giant mining operations in Congo and controls about one-quarter of cobalt output world-wide. Glencore has said its Katanga Mining operation in Congo is expected to produce 34,000 tons of cobalt by 2019, likely making it the most productive cobalt mine in the world.

A report, commissioned by Glencore and issued by CRU, forecast that by 2030 the demand for cobalt to be used in electric vehicles could reach 314,000 metric tons, more than four times the current global supply.

One potential obstacle to gaining Congolese cobalt is the country’s government, which is ratifying a new mining code over the objections of Glencore and other companies. The code scraps protections for mining companies and adds higher taxes and royalties for copper and cobalt.

“It’s going to create underinvestment in the country,” Mr. Glasenberg said last month.

Write to Scott Patterson at scott.patterson@wsj.com
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