CVRD: Gewinn im dritten Quartal schwächer als erwartet gestiegen - 500 Beiträge pro Seite | Diskussion im Forum

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Die brasilianische Companhia Vale do Rio Doce (CVRD) (ISIN US2044121000/ WKN 907799), der weltgrößte Eisenerzförderer, meldete am Mittwoch, dass ihr Gewinn im dritten Quartal etwas schwächer als erwartet gestiegen ist.

Demnach lag der Nettogewinn bei 2,7 Mrd. Brasilianischen Real (BRL), nach 2,3 Mrd. BRL im Vorjahr. Das EBITDA erhöhte sich von 3,4 Mrd. BRL auf 4,3 Mrd. BRL. Analysten waren im Vorfeld von einem Nettogewinn von 3,1 Mrd. BRL und einem EBITDA von 4,8 Mrd. BRL ausgegangen. Der Umsatz kletterte von 7,5 Mrd. BRL auf 8,8 Mrd. BRL.

Die Aktie von CVRD schloss gestern an der NYSE bei 42,68 Dollar.

Wertpapiere des Artikels:
COMPANHIA VALE DO RIO DOCE


Autor: SmartHouseMedia (© wallstreet:online AG / SmartHouse Media GmbH),12:38 10.11.2005

[mickefett]

Der Artikel von Herrn Vaupel ist zwar nicht mehr ganz jung (er stammt vom 7.10.05 aus Traders Daily), aber er geht mir immer wieder durch den Kopf, wenn ich an CVRD denke. Daher lege ich ihn hier ab, damit andere interessierte sich auch daran ergötzen können:

Eisenerz: 90 % Preiserhöhung erst der Anfang
Leser des Artikels: 521


*** China wächst und wächst! Ich habe bei dpa eine schöne Aufstellung gefunden, die ich Ihnen nicht vorenthalten möchte. Es geht um die größten Stahlproduzenten der Welt. Deutschland steht mit 45 Millionen Tonnen auf Platz 6. Auf Platz 3 stehen die USA mit 90 Millionen Tonnen, auf Platz 4 Russland mit 63 Millionen Tonnen. Platz 1? Den hat China inne ... mit 220 Millionen Tonnen! Das ist der Wert für das Gesamtjahr 2004; in diesem Jahr könnte dieser weiter explodieren, auf 342 Millionen Tonnen (Schätzung von MEPS International, einer Gruppe von Stahl-Analysten). Damit produziert China mehr Stahl als die USA, Russland und Deutschland ZUSAMMEN. Und dennoch ist China immer noch ein Stahl-IMPORTLAND. Kein Wunder, dass die chinesische Nachfrage nach Eisenerz und Kohle explodiert. Der brasilianische Eisenerzförderer Companhia Vale do Rio Doce (CVRD) denkt über weitere Preiserhöhungen für Eisenerz nach, da er kaum mit den Lieferungen nachkommt.

Dabei hatte CVRD erst zu Jahresbeginn (Februar) eine Preiserhöhung von 90 % (!) für Eisenerz durchsetzen können. Problemlos durchsetzen können.

Es steigt aber nicht nur die chinesische Nachfrage nach Eisenerz und Kohle, sondern auch nach Kupfer, Zink, Rohöl, ebenso nach Rohwaren wie Weizen oder auch Kakao. (So war der beste Trade im September bei meinem Börsendienst "Rohstoff Signale" ein Kakao-Zertifikat; Kauf am 22.9., Verkauf am 30.9. mit einem Gewinn von 55,5 %, Gebühren

nicht berücksichtigt.) Verstehen Sie jetzt, warum ich bei den Rohstoffen und Rohwaren einen jahrelangen Bullenmarkt sehe?

Übrigens sehen Sie daran, dass eine saubere Trennung zwischen den beiden zentralen Megatrends nicht möglich ist. Warum sollte das auch so sein? Ohne "Megatrend China" kein "Megatrend Rohstoffe"!

(Die an dieser Stelle noch erwähnten Differenzen mit der Türkei zwischen 1529 und heute habe ich hier als Themenfremd herausgenommen. Mickefett)

Ich wünsche Ihnen ein schönes Wochenende!

Michael Vaupel

Gruß Mickefett

[jensdab]

@ alle

Es gibt news zur Übernahme eines kanadischen Nickel Explorers:

Tuesday, November 29, 2005

CANICO RESOURCE CORP. and COMPANHIA VALE DO RIO DOCE (CVRD)

Brazilian iron ore miner CVRD has acquired Canadian resource company Canico Resource for Can$876 million, CVRD said in a statement. Specifically, the iron ore miner has secured 93% of Canico`s common shares outstanding on a fully diluted basis. Payment for Canico shares is expected to be made by December 1, while CVRD has extended the offer deadline to December 8 to Canico shareholders who have not yet accepted the offer.
(See BNamericas: CVRD acquires 93% of Canico for US$750 million )

Quelle:

http://www.infomine.com/news/headline/welcome.asp?NewsID=568…

MfG jensdab

[mickefett]

Am 23.2.2006 gibts die Ergebnisse 2005:

CVRD 2005 earnings release

Rio de Janeiro, December 16, 2005 – Companhia Vale do Rio Doce (CVRD) will release its 2005 earnings on Thursday, February 23, 2006 after market closes. CVRD will release simultaneously consolidated financial statements in US GAAP (generally accepted accounting principles in the United States) and BR GAAP (generally accepted accounting principles in Brazil).

CVRD will host a conference call and webcast on Friday, February 24, 12:00 p.m. Rio de Janeiro, Brazil time, 10:00 a.m. United States Eastern Standard Time and 3:00 p.m. British Standard Time.

GRuß Mickefett

[mickefett]

Übernahme von Canico, dem kanadischen Betreiber der Nickelmine Onca Puma in Brasilien mit einer Jahresproduktion von 57000t Nickel:


CVRD concludes its offer for Canico’s acquisition

CVRD has so far acquired 99.2% of Canico’s common shares. The bidding period for the acquisition of the entire outstanding Canico common shares expired last December 8. Stock payment took place by December 12 and represented, for CVRD, an expenditure of approximately 57 million Canadian dollars.

The Brazilian company intends to, as soon as possible, acquire the remaining Canico common shares out in the market, though a compulsory, statutory acquisition, by paying the same price of the final bid and requiring its delisting from the Toronto Stock Exchange.

The purchase of Canico together with the Onça Puma Project means a significant step, as CVRD becomes a major player within the non-ferrous metal business. At the same time, it is consistent with CVRD’s corporate strategic objective of continuously accruing value for its shareholders.

Know more about Canico
Canico is a Canadian company which is into mineral exploitation, focusing on the deployment of Onça Puma, a lateritic nickel ore project sited in the Brazilian State of Pará. According to viability studies, the plant will have a nominal production capacity of 57,000 tons of nickel. Its deployment will demand investments of US$ 1.1 billion.
The startup of the first module is anticipated for 2008. CVRD will review the project Onça Puma in order to maximize synergies with its current and future operations, and consequently allow better yields to the Company’s shareholders.
Gruß Mickefett

[mickefett]

Hier gibts den letzten Vierteljahresbericht von CVRD für das Quartal 3/2005:

http://www.cvrd.com.br/cvrd_us/media/itr_brgaap_3t05i.pdf

Gruß Mickefett

[mickefett]

Etwas für aktive Aktionäre der CVRD

CVRD presents capex budget for 2006

Rio de Janeiro, January 24, 2006 – Companhia Vale do Rio Doce (CVRD) will host a conference call and webcast on Friday, January 27, 12:00 p.m. Rio de Janeiro, Rio de Janeiro time, 09:00 a.m. United States Eastern Standard Time and 2:00 p.m. British Standard Time. CVRD will discuss its 2006 capex at this conference call and webcast. Instructions to participate in these events are available at the Company’s website, www.cvrd.com.br, Investor Relations section.






For further information, please contact:
Roberto Castello Branco: [e-mail] [phone]
Alessandra Gadelha: [e-mail] [phone]
Barbara Geluda: [e-mail] [phone]
Daniela Tinoco: [e-mail] [phone]
Fábio Lima: [e-mail] [phone]
Pedro Gibbon: [e-mail] [phone]


This press release may contain statements that express management’s expectations about future events or results rather than historical facts. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected in forward-looking statements, and CVRD cannot give assurance that such statements will prove correct. These risks and uncertainties include factors: relating to the Brazilian economy and securities markets, which exhibit volatility and can be adversely affected by developments in other countries; relating to the iron ore business and its dependence on the global steel industry, which is cyclical in nature; and relating to the highly competitive industries in which CVRD operates. For additional information on factors that could cause CVRD’s actual results to differ from expectations reflected in forward-looking statements, please see CVRD’s reports filed with the Comissão de Valores Mobiliários and the U.S. Securities and Exchange.

[mickefett]

CVRD wird größer:

CVRD announces stock merger with Caemi

Rio de Janeiro, January 23, 2006 – Companhia Vale do Rio Doce (CVRD) announces that the shareholders of Valepar S.A. (Valepar), the controlling shareholder of CVRD, acting under the existing shareholders agreement of Valepar, approved a proposal of CVRD senior management to exchange all preferred shares of Caemi Mineração e Metalurgia S.A. (Caemi) owned by its non-controlling shareholders for new CVRD preferred shares (PNA) to be issued. Using a procedure under the Brazilian corporate law called “incorporação de ações", or stock merger, Caemi will become a wholly-owned subsidiary of CVRD.

The proposal will be ratified by the CVRD Board of Directors at the meeting to be held on January 26, 2006. All 1,558,963,806 publicly-held Caemi preferred shares, which trade on the São Paulo Stock Exchange (Bovespa) under the ticker symbol CMET4, will be exchanged for new CVRD (PNA) shares.

Each non-controlling Caemi shareholder will receive 0.04115 preferred shares PNA of CVRD for each Caemi preferred share. This exchange ratio reflects the stock market price behavior of both shares over the last 90 days.

CVRD currently owns 100% of Caemi’s common shares and 40.06% of Caemi’s preferred shares, for a total of 60.23% of its total capital. After the completion of the stock merger, CVRD will own all Caemi shares.

The stock merger is expected to produce significant benefits to both Caemi and CVRD shareholders, with cost reductions from the simplification of the ownership structure and with synergies, particularly in iron ore operations.

Current non-controlling shareholders of Caemi will benefit from the significant potential for profitable growth at CVRD, which invested an average of US$ 2.1 billion per year over the last five years. At the same time, CVRD shares have higher liquidity, being traded on the Bovespa, NYSE and Latibex.

Current CVRD shareholders will be able to capture all the returns generated by Caemi’s world-class assets.

After the CVRD Board of Directors ratifies the decision of the Valepar shareholders, all steps required to implement the transaction will be taken, including approval by the competent corporate bodies of the two companies.

[mickefett]

Dieses Jahr soll es US$1.069367781 an Dividende geben, auszahlbar am 28.4.2006 und am 31. Oktober 2006:


Investor Relations > Press Releases > 2006




CVRD announces proposal for 2006 minimum dividend: US$ 1.3 billion

Rio de Janeiro, January 26, 2006 - Companhia Vale do Rio Doce (CVRD) announces that its Senior Management have approved and will submit to the Board of Directors a proposal for payment of a minimum dividend of US$ 1.3 billion to shareholders for the year 2006. The payment will be made in two equal installments, on April 28 and October 31, 2006. Considering the issuance of new preferred (PNA) shares which will be issued for the completion of the stock merger with Caemi, as publicly announced on January 23, 2006, the dividend per outstanding share will be US$1.069367781, for both common and preferred shares.

Payments will be made in Brazilian Reais, calculated on the basis of the Brazilian Real/US dollar exchange rate (Ptax–Option 5) published by the Central Bank of Brazil on the business day prior to the Board of Directors meeting that approves the minimum dividend proposal.

The dividend proposed, reconciles the capex budget of US$ 4.6 billion for 2006, focused on the promotion of profitable growth and value creation, with payment of an excellent remuneration to shareholders – 23% higher than the minimum dividend per share announced for 2005 – and the maintenance of a healthy balance sheet.

In the last five years CVRD has invested US$ 10.5 billion, and distributed dividends in the amount of US$ 4.4 billion, successfully taking advantage of the opportunities for growth while simultaneously satisfying the aspirations of its shareholders. At the same time, CVRD’s financial solidity has been recognized by its obtaining the investment grade rating from three of the world`s most important rating agencies (Standard & Poor’s, Moody’s and Dominion Bond Rating Services), and by the reduction of spreads on its bond yields in relation to U.S. Treasury securities.

From 2001 to 2005, the total return to CVRD`s shareholders was 41.7% per year, reflecting the shareholder value creation that is incorporated into the execution of the Company’s financial and business strategy. CVRD`s policy for shareholder remuneration, which has resulted in an average dividend yield of 5.3% over these years, is an integral part of the Company’s process of generating value.







For further information, please contact:
Roberto Castello Branco: [e-mail] [phone]
Alessandra Gadelha: [e-mail] [phone]
Barbara Geluda: [e-mail] [phone]
Daniela Tinoco: [e-mail] [phone]
Fábio Lima: [e-mail] [phone]
Pedro Gibbon: [e-mail] [phone]


This press release may contain statements that express management’s expectations about future events or results rather than historical facts. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected in forward-looking statements, and CVRD cannot give assurance that such statements will prove correct. These risks and uncertainties include factors: relating to the Brazilian economy and securities markets, which exhibit volatility and can be adversely affected by developments in other countries; relating to the iron ore business and its dependence on the global steel industry, which is cyclical in nature; and relating to the highly competitive industries in which CVRD operates. For additional information on factors that could cause CVRD’s actual results to differ from expectations reflected in forward-looking statements, please see CVRD’s reports filed with the Comissão de Valores Mobiliários and the U.S. Securities and Exchange.

[mickefett]

Kohle bauen sie schon in Mozambique ab. Jetzt wollen sie noch nach anderen Energiequellen dort zusammen mit Petrobras suchen:

CVRD and Petrobras search for new opportunities in Mozambique

On January 10th, CVRD and Petrobras signed a Memorandum of Understanding to initiate efforts to identify and evaluate new business opportunities in Mozambique, a country known for its great potential for natural gas exploitation. Studies will be conducted in the areas for prospection, production, natural gas transportation and electric energy generation.

This is the first time that the two largest Brazilian companies have joined forces to study and seek out new businesses opportunities on the African continent. CVRD’s CEO, Roger Agnelli, stated, “What is important is that Petrobras, a leader in natural resource exploration and transport and CVRD, a leader in the mining segment will be working together to conduct these studies”.

This venture is in line with CVRD strategy to search out new competitive energy sources in order to viabilize Company projects. Agnelli commented, “Today, the availability of electric energy is a key factor in new investments”.

The signatory ceremony included CVRD’s Director-President Roger Agnelli; the President of Petrobras, José Sérgio Gabrielli; a representative of the Mozambique Embassy in Brazil, Agostinho Timana; Murilo Ferreira, the CVRD Executive Director of Participations and New Business and João Carlos Araújo Figueira, the Petrobras International Manager for the Americas, Africa and Eurasia.

CVRD in Mozambique

Companhia Vale do Rio Doce has been present in Mozambique since 2004 after winning an international tender for exploiting the Moatize coal deposit in the central region of the country. CVRD is conducting viability studies for the development of one of the world’s largest unexplored carboniferous provinces. Coal reserves in Moatize are estimated at 2.4 billion tons suitable for the extraction of energetic and coking coal grades.

[mickefett]

Umweltfreundliche Wasserkraftwerke haben wir schon genug, da können wir den Anteil an einem neu zu bauenden weiteren verkloppen.



CVRD sells Foz do Chapecó

Rio de Janeiro, February 10, 2006 – Companhia Vale do Rio Doce (CVRD) informs that it entered into a sale agreement with Furnas Centrais Elétricas (Furnas) to sell for R$ 9 million its 40% stake in the consortium to build and operate the Foz do Chapecó hydroelectric power plant.

The closing of this transaction is subject to the satisfaction of some precedent conditions.

Foz do Chapecó is located in the Uruguay river, which borders the Brazilian southern states of Rio Grande do Sul and Santa Catarina. The total installed capacity of the power plant will be 855 megawatts (MW).

CVRD invests in power generation to meet its consumption needs, given the importance of this input for the Company’s operations and its permanent focus on cost reduction.

CVRD owns stakes in five hydroelectric power plants: Igarapava, Porto Estrela, Funil, Candonga and Aimorés, all of them located in the state of Minas Gerais, Brazil. Its take in the electricity generated by these plants is allocated to meet the consumption of its Southern System operations. Currently, the Company is investing in the construction of two new hydroelectric power plants in the state of Minas Gerais, Capim Branco I and Capim Branco II, in the Araguari river, which are expected to start up in 2006 and 2007, respectively.







For further information, please contact:
Roberto Castello Branco: [e-mail] [phone]
Alessandra Gadelha: [e-mail] [phone]
Barbara Geluda: [e-mail] [phone]
Daniela Tinoco: [e-mail] [phone]
Fábio Lima: [e-mail] [phone]
Pedro Gibbon: [e-mail] [phone]


This press release may contain statements that express management’s expectations about future events or results rather than historical facts. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected in forward-looking statements, and CVRD cannot give assurance that such statements will prove correct. These risks and uncertainties include factors: relating to the Brazilian economy and securities markets, which exhibit volatility and can be adversely affected by developments in other countries; relating to the iron ore business and its dependence on the global steel industry, which is cyclical in nature; and relating to the highly competitive industries in which CVRD operates. For additional information on factors that could cause CVRD’s actual results to differ from expectations reflected in forward-looking statements, please see CVRD’s reports filed with the Comissão de Valores Mobiliários and the U.S. Securities and Exchange.

[mickefett]

Und noch einen Fabrikanteil an die Japaner verkauft:


CVRD sells its stake in NES

Rio de Janeiro, February 8, 2006 – Companhia Vale do Rio Doce (CVRD) informs that it entered into a stock sale and purchase agreement with JFE Steel Corporation (JFE), from Japan, to sell its 49% stake in Nova Era Silicon (NES), a ferrosilicon producer with operations in the state of Minas Gerais, Brazil, for US$ 14 million.

The closing of this transaction is subject to the satisfaction of several precedent conditions.

In the first nine months of 2005, NES sold 25,261 tons of ferrosilicon, generating net revenues of R$ 68 million. The cash generation measured by EBITDA (earnings before interest, tax, depreciation and amortization), computed according to the general accepted accounting principles in Brazil (BR GAAP), reached R$ 4 million in the same period. As of September 30, 2006, NES net debt amounted to R$ 22 million.

The divestiture of NES is aligned with the policy of CVRD for the manganese business of focusing on manganese ore and manganese alloys production through wholly owned subsidiaries.

CVRD has a long-term partnership with JFE, involving commercial transactions and joint investments, and it will continue to supply iron ore and logistics services to NES.







For further information, please contact:
Roberto Castello Branco: [e-mail] [phone]
Alessandra Gadelha: [e-mail] [phone]
Barbara Geluda: [e-mail] [phone]
Daniela Tinoco: [e-mail] [phone]
Fábio Lima: [e-mail] [phone]
Pedro Gibbon: [e-mail] [phone]


This press release may contain statements that express management’s expectations about future events or results rather than historical facts. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected in forward-looking statements, and CVRD cannot give assurance that such statements will prove correct. These risks and uncertainties include factors: relating to the Brazilian economy and securities markets, which exhibit volatility and can be adversely affected by developments in other countries; relating to the iron ore business and its dependence on the global steel industry, which is cyclical in nature; and relating to the highly competitive industries in which CVRD operates. For additional information on factors that could cause CVRD’s actual results to differ from expectations reflected in forward-looking statements, please see CVRD’s reports filed with the Comissão de Valores Mobiliários and the U.S. Securities and Exchange.