Umicore

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

Berichtdoor FF2170 » 01 Mei 2018 15:52

There are 20 analysts covering this company. It's been 5 days since the new guidance and only two of them have written a note for their clients? If this was in America over half of them would have put out a note the very next day.

https://www.trivano.com/aandeel/umicore.241.adviezen



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Re: Umicore

Berichtdoor FF2170 » 01 Mei 2018 19:52

March global electric car sales up 53% Y/Y, with YTD sales up 59% Y/Y.

Note, 60% of all global plug-in EV sales so far in 2018 were pure electric (aka BEV).

March China electric car sales were up 85% Y/Y.

March Europe electric car sales were up 41% Y/Y.

March US electric car sales were up 42% Y/Y.

Last three years, 2015/16/17, worldwide EV grew by approximately 65%, 45%, 50%.

Umicore's RBM will have to grow at these rates just to keep up with the market (before counting grid storage growth).

article on SA:
https://seekingalpha.com/article/416799 ... lock=false

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Re: Umicore

Berichtdoor FF2170 » 01 Mei 2018 21:43

"Electric buses are coming, and they’re going to help fix 4 big urban problems"

https://www.vox.com/energy-and-environm ... tric-buses


CEO of @Proterra_Inc. @rcpopple predicts battery-electric buses will be 100% of new transit sales by 2030.

https://twitter.com/tonyseba/status/991347358112903168


"Proterra claims world record, says its electric bus traveled more than 1,100 miles on a single charge"

http://www.latimes.com/business/autos/l ... story.html

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Re: Umicore

Berichtdoor FF2170 » 01 Mei 2018 21:56

Vanadium: the ‘beautiful metal’ that stores energy

https://www.universal-sci.com/headlines ... res-energy

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Re: Umicore

Berichtdoor FF2170 » 02 Mei 2018 04:49

Get this electric scooter and use the bus or subway then you don't need a car.

Today its range is 30 km (19 miles), in the future it will do more.

https://electrek.co/2018/05/01/xiaomi-m ... er-review/

Someone in the comment section below the article wrote:

"Being the only electric scooter I've ridden via the dockless sharing ones around San Francisco, it is pleasing to read your review and see that my view of this model largely matches with your more learned opinion.

I'm a bit old and jaded when it comes to technology these days, but my first ride on one of these was from the Ferry Building to the Golden Gate Bridge and back and I was blown away by the fact that A) it could go the distance, B) how fast it went and C) that it still had juice in the tank at the end.

I have come to believe over the last month that these things really are going to change the way that we get around cities."


Someone else wrote:

"This looks perfect to throw in the back of my LEAF for accessing charging opportunities that aren't exactly at my destination(s), but close enough for a couple minutes on the scooter."

So true!

We can see electric scooters, skateboards, and bikes used massively in cities all around the world. This will save so many people a huge amount of money by not owning a car. And when you really do need a car just use Uber or some car share app.


.

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charel01
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Re: Umicore

Berichtdoor charel01 » 02 Mei 2018 09:03

Op 2 mei 2018 hebben de analisten van Berenberg hun beleggingsadvies voor Umicore (UMI; ISIN: BE0974320526) herhaald. Het advies van Berenberg voor Umicore blijft "houden".

Het koersdoel wordt door de analisten verhoogd van 45,00 EUR naar 48,00 EUR.
blotte marc liked last!
Go with the flow.

joe 123
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Re: Umicore

Berichtdoor joe 123 » 02 Mei 2018 09:52

charel01 schreef:Op 2 mei 2018 hebben de analisten van Berenberg hun beleggingsadvies voor Umicore (UMI; ISIN: BE0974320526) herhaald. Het advies van Berenberg voor Umicore blijft "houden".

Het koersdoel wordt door de analisten verhoogd van 45,00 EUR naar 48,00 EUR.


Het Nederlands AMG doet het ook schitterend vandaag
+12% momenteel.Kwamen ook met goede resultaten voor de dag.

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Re: Umicore

Berichtdoor FF2170 » 02 Mei 2018 19:03

China warns Chile against blocking $5 billion SQM lithium deal

Move to halt sale of stake in miner to Tianqi could ‘leave negative influences’

https://www.ft.com/content/238bda20-48b ... e73aab7ccb

The Chinese is so aggressive with electric (and battery supply chain), they will eventually export electric cars and create lots of jobs in China.

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Re: Umicore

Berichtdoor FF2170 » 02 Mei 2018 19:35

CNN has a video story on Congo cobalt

http://money.cnn.com/2018/05/01/technol ... 648AMStory

Note the accounting forms in the film are in Chinese, perhaps from Huayou. Recall recent LG Chem's JV with Huayou.

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Re: Umicore

Berichtdoor FF2170 » 03 Mei 2018 00:50

Proterra CEO Ryan Popple predicts that, in the US alone, BEBs will represent a third of all new transit sales by 2020, 50% by 2025, and 100% by 2030.

(Buses are economic buys. Popple clearly sees an S-curve adoption rate as explained by others such as Tony Seba)

Podcast:

https://www.greentechmedia.com/articles ... o-dominate