VALE Vale

[alcaparra]

Bastante atinada pareciera la entrada..veremos..por ahora en USA 13% up..

Vas a ir en corto?
Soy newbie, perdon

[CIRUZZO EL MILLONARIO]

Yo despues de bastante tiempo fuera del papel estoy volviendo de a poco x estos precios..353-355 y 362 pague...de a poco voy a ir armando cartera de nuevo aca..

Bastante atinada pareciera la entrada..veremos..por ahora en USA 13% up..

[mcl]

Hoy tenemos el oil en 30 dólares y el IO en la zona de 90 dólares.

VALE : Iron ore displays safe haven qualities in commodities rout - S&P Global • 6:15 PM

Iron ore prices have remained relatively strong so far during the coronavirus crisis, leading some players and analysts to describe the steelmaking ingredient as an surprising safe haven compared to other metals commodities, S&P Global Platts reports.
"Iron ore is exerting safe-haven resilience... with a combination of coronavirus concerns and an oil price plunge leading to a decoupling of correlation in commodity markets," says William Chin, head of commodities at Singapore Exchange. "Iron ore remains well supported as a macro proxy for China activity - mirroring signs of a pickup in industrial steelmaking activity in China, the likelihood of increased policy stimulus by Beijing to support growth, and in part possible optimism of improving virus stats in China."
"Iron ore [should] be a relative safe haven in mining as China begins to recover while the rest of the world slows," says Jefferies analyst Christopher LaFemina. "Rio and Vale will likely practice what they preach and respond with production cuts as demand weakens in the near term before Chinese imports pick up... we believe consensus iron ore price forecasts are too low."
Of the major commodities, iron ore would benefit most from a recovery in China, especially if steel-intensive stimulus measures kick in, as expected, LaFemina says.

Y hoy está 3,80% arriba el mineral de hierro en China, cuando el resto sigue rojo. Esperemos que punto el precio de Vale lo refleje.

[Chulete]

Hoy tenemos el oil en 30 dólares y el IO en la zona de 90 dólares.

VALE : Iron ore displays safe haven qualities in commodities rout - S&P Global • 6:15 PM

Iron ore prices have remained relatively strong so far during the coronavirus crisis, leading some players and analysts to describe the steelmaking ingredient as an surprising safe haven compared to other metals commodities, S&P Global Platts reports.
"Iron ore is exerting safe-haven resilience... with a combination of coronavirus concerns and an oil price plunge leading to a decoupling of correlation in commodity markets," says William Chin, head of commodities at Singapore Exchange. "Iron ore remains well supported as a macro proxy for China activity - mirroring signs of a pickup in industrial steelmaking activity in China, the likelihood of increased policy stimulus by Beijing to support growth, and in part possible optimism of improving virus stats in China."
"Iron ore [should] be a relative safe haven in mining as China begins to recover while the rest of the world slows," says Jefferies analyst Christopher LaFemina. "Rio and Vale will likely practice what they preach and respond with production cuts as demand weakens in the near term before Chinese imports pick up... we believe consensus iron ore price forecasts are too low."
Of the major commodities, iron ore would benefit most from a recovery in China, especially if steel-intensive stimulus measures kick in, as expected, LaFemina says.

[Martin-R]

La paliza, creo que es peor que cuando se rompio el dique. A mi entender un poco injustificada. Mas alla de los problemas que hay en China que tengo entendido es su principal cliente.

[alcaparra]

Yo lleve un poquito a 341. Ojala pasemos el cimbronazo

[CIRUZZO EL MILLONARIO]

Excelente ! es una gran oportunidad, es una empresa desendeudada.

si si conozco al papel..no al detallo como otros muchachos pero es de mis favoritas hace años..

Sigo pagando muy despacio..conozco q esta piba cuando se pone a bajar puede tener palizas dia a dia asique hay q entrar con cauctela..pero sabiendo q uno paga con un horizonte de mediano al menos..

[Sonic]

Yo despues de bastante tiempo fuera del papel estoy volviendo de a poco x estos precios..353-355 y 362 pague...de a poco voy a ir armando cartera de nuevo aca..

Excelente ! es una gran oportunidad, es una empresa desendeudada.

[Sonic]

perdon el Off Topic, como ven a Banco Bradesco desde lo fundamental ? , mas a la noche la voy a analizar desde A.T

[CIRUZZO EL MILLONARIO]

Que ganas de volver a recargar ....

Yo despues de bastante tiempo fuera del papel estoy volviendo de a poco x estos precios..353-355 y 362 pague...de a poco voy a ir armando cartera de nuevo aca..

[Sonic]

Que ganas de volver a recargar ....

[Sonic]

Esto afectará en el largo plazo?

https://www.bloomberg.com/amp/news/arti ... n-ore-mine

La mitad de ese proyecto aporta 100 M de toneladas mas al mercado

[Sonic]

Esto afectará en el largo plazo?

https://www.bloomberg.com/amp/news/arti ... n-ore-mine

Vale estaba interesada en esa mina de hierro, aparentemente perdió la pulseada.

[mcl]

Esto afectará en el largo plazo?

https://www.bloomberg.com/amp/news/arti ... n-ore-mine

[mcl]

Esta mañana salió nuevo analisis de Morgan Stanley sobre Vale. Muy completo. Overweight con PT de USD 13.50/ADR para el base case. Estiman -y en eso coincido- que para el segundo semestre del año la compañía retome el pago de dividendos los cuales a los precios actuales proyectan un yield del 20%.

Vale (VALE +3.1%) moves higher as Morgan Stanley upgrades shares to Overweight from Equal Weight with a $13.50 price target, saying the stock now fully discounts all potential liabilities related to the Brumadinho dam collapse and have become "too cheap to ignore."

Stanley analyst Carlos De Alba also sees strong cash flow generation and expects dividends to resume in this year's H2.

A ver si entran fuerte.