US Steel (X) +50% sind hier locker drin
eröffnet am 10.02.15 22:32:47 von
neuester Beitrag 19.12.23 16:32:52 von
neuester Beitrag 19.12.23 16:32:52 von
Beiträge: 155
ID: 1.207.439
ID: 1.207.439
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Gesamt: 9.518
Gesamt: 9.518
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ISIN: US9129091081 · WKN: 529498 · Symbol: X
37,17
USD
+1,56 %
+0,57 USD
Letzter Kurs 02:04:00 NYSE
Neuigkeiten
18.04.24 · dpa-AFX |
16.04.24 · Business Wire (engl.)  |
12.04.24 · Business Wire (engl.) |
03.04.24 · Business Wire (engl.) |
29.03.24 · Business Wire (engl.) |
Werte aus der Branche Stahl und Bergbau
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,9900 | +90,38 | |
| 1,0800 | +34,98 | |
| 5,1500 | +19,35 | |
| 1,6400 | +13,89 | |
| 429,65 | +10,73 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 225,60 | -8,33 | |
| 28,99 | -8,69 | |
| 6.200,00 | -8,82 | |
| 107,78 | -9,41 | |
| 35,10 | -15,93 |
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es wachsen die Zweifel am Deal:
19.12.
Bipartisan opposition to Nippon takeover of U.S. Steel grows
https://www.marketwatch.com/story/nippon-steel-said-its-reac…
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Both Democrats and Republicans blasted the move Monday, arguing that it could threaten both U.S. national security and good-paying union jobs in the United States.
“Today a critical piece of America’s defense-industrial base was auctioned off to foreigners for cash,” said Sen. J. D. Vance, an Ohio Republican, in a statement to MarketWatch in which he criticized U.S. Steel’s focus on the value of the deal for shareholders while ignoring its impact on “our nation’s security, industry and workers.”
The Democratic senators from the Pittsburgh-based company’s home state both came out against the deal as well.
Sen. John Fetterman of Pennsylvania posted a video to X Monday afternoon stating that the deal “is wrong for workers and wrong for Pennsylvania” and pledging that he’d do “everything” he can to block it.
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Fellow Democratic Sen. Bob Casey of Pennsylvania told MarketWatch in an email that the “United States’ marquee steel company should remain under American ownership” because the “deal appears to be a bad deal for Pennsylvania and for Pennsylvania workers.”
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19.12.
Bipartisan opposition to Nippon takeover of U.S. Steel grows
https://www.marketwatch.com/story/nippon-steel-said-its-reac…
...
Both Democrats and Republicans blasted the move Monday, arguing that it could threaten both U.S. national security and good-paying union jobs in the United States.
“Today a critical piece of America’s defense-industrial base was auctioned off to foreigners for cash,” said Sen. J. D. Vance, an Ohio Republican, in a statement to MarketWatch in which he criticized U.S. Steel’s focus on the value of the deal for shareholders while ignoring its impact on “our nation’s security, industry and workers.”
The Democratic senators from the Pittsburgh-based company’s home state both came out against the deal as well.
Sen. John Fetterman of Pennsylvania posted a video to X Monday afternoon stating that the deal “is wrong for workers and wrong for Pennsylvania” and pledging that he’d do “everything” he can to block it.
Advertisement
Fellow Democratic Sen. Bob Casey of Pennsylvania told MarketWatch in an email that the “United States’ marquee steel company should remain under American ownership” because the “deal appears to be a bad deal for Pennsylvania and for Pennsylvania workers.”
...
Nippon Steel ist es geworden:
18.12.2023, 16:42 |
142 Prozent Aufschlag! Sensationelle Übernahme: Nippon Steel kauft U.S. Steel für 14,9 Mrd. US-Dollar!
https://www.wallstreet-online.de/nachricht/17643563-142-proz…
Die zuletzt eher träge Stahlbranche wurde am Montag von einer Mega-Übernahme aufgerüttelt. Durch die Übernahme der Stahlikone U.S. Steel durch Nippon Steel entsteht der zweitgrößte Stahlkonzern der Welt.
Das japanische Unternehmen Nippon Steel hat am Montag den Kauf von U.S. Steel für 14,9 Milliarden US-Dollar in bar angekündigt und sich damit in einer Auktion um die 122 Jahre alte Stahlikone gegen Konkurrenten wie Cleveland-Cliffs und ArcellorMittal durchgesetzt.
Der Preis von 55 US-Dollar pro Aktie entspricht einem Aufschlag von 142 Prozent gegenüber dem Kurs am 11. August, dem letzten Handelstag, bevor Cleveland-Cliffs ein Bar- und Aktienangebot von 35 US-Dollar pro Aktie für U.S. Steel unterbreitete.
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18.12.2023, 16:42 |
142 Prozent Aufschlag! Sensationelle Übernahme: Nippon Steel kauft U.S. Steel für 14,9 Mrd. US-Dollar!
https://www.wallstreet-online.de/nachricht/17643563-142-proz…
Die zuletzt eher träge Stahlbranche wurde am Montag von einer Mega-Übernahme aufgerüttelt. Durch die Übernahme der Stahlikone U.S. Steel durch Nippon Steel entsteht der zweitgrößte Stahlkonzern der Welt.
Das japanische Unternehmen Nippon Steel hat am Montag den Kauf von U.S. Steel für 14,9 Milliarden US-Dollar in bar angekündigt und sich damit in einer Auktion um die 122 Jahre alte Stahlikone gegen Konkurrenten wie Cleveland-Cliffs und ArcellorMittal durchgesetzt.
Der Preis von 55 US-Dollar pro Aktie entspricht einem Aufschlag von 142 Prozent gegenüber dem Kurs am 11. August, dem letzten Handelstag, bevor Cleveland-Cliffs ein Bar- und Aktienangebot von 35 US-Dollar pro Aktie für U.S. Steel unterbreitete.
...
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23.8.
Unlikely Bidder Behind $7.8 Billion US Steel Deal Backs Away
https://www.bnnbloomberg.ca/unlikely-bidder-behind-7-8-billi…
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One day later, Esmark Inc., a steel distributor controlled by Bouchard, announced it was making a higher, all-cash proposal valuing its target at $7.8 billion.
Cut to Wednesday this week and a fresh plot twist: Esmark said it’s no longer pursuing a takeover, citing the United Steelworkers union’s support for Cliffs.
By that point, skepticism was already swirling around the Esmark proposal. While Bouchard, 62, is well known within the US steel world and has a track record of dealmaking, closely held Esmark was an unlikely suitor. A distributor of the metal rather than a producer, the company is also a conglomerate involved in diverse sectors ranging from aviation and real estate, and has about $500 million in annual revenue. An acquisition of US Steel, which had $21 billion in sales last year, would have been its biggest transaction by far.
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Unlikely Bidder Behind $7.8 Billion US Steel Deal Backs Away
https://www.bnnbloomberg.ca/unlikely-bidder-behind-7-8-billi…
...
One day later, Esmark Inc., a steel distributor controlled by Bouchard, announced it was making a higher, all-cash proposal valuing its target at $7.8 billion.
Cut to Wednesday this week and a fresh plot twist: Esmark said it’s no longer pursuing a takeover, citing the United Steelworkers union’s support for Cliffs.
By that point, skepticism was already swirling around the Esmark proposal. While Bouchard, 62, is well known within the US steel world and has a track record of dealmaking, closely held Esmark was an unlikely suitor. A distributor of the metal rather than a producer, the company is also a conglomerate involved in diverse sectors ranging from aviation and real estate, and has about $500 million in annual revenue. An acquisition of US Steel, which had $21 billion in sales last year, would have been its biggest transaction by far.
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16.8.
Exclusive - ArcelorMittal Weighs Possible Bid for US Steel -Sources
https://money.usnews.com/investing/news/articles/2023-08-16/…
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ArcelorMittal SA, the world's second-largest steelmaker, is considering a potential offer for U.S. Steel Corp, three people familiar with the matter said on Wednesday.
The combination would reverse ArcelorMittal's retreat from the United States as a production base after it sold most of its operations to Cleveland-Cliffs Inc in 2020 for $1.4 billion to focus on growing markets such as India and Brazil.
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Exclusive - ArcelorMittal Weighs Possible Bid for US Steel -Sources
https://money.usnews.com/investing/news/articles/2023-08-16/…
...
ArcelorMittal SA, the world's second-largest steelmaker, is considering a potential offer for U.S. Steel Corp, three people familiar with the matter said on Wednesday.
The combination would reverse ArcelorMittal's retreat from the United States as a production base after it sold most of its operations to Cleveland-Cliffs Inc in 2020 for $1.4 billion to focus on growing markets such as India and Brazil.
...
15.8.
Esmark Offers to Buy US Steel for Cash, Trumping Cliffs
https://finance.yahoo.com/news/esmark-offers-buy-us-steel-19…
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Esmark Inc. offered to buy United States Steel Corp. for $7.8 billion in cash, trumping an earlier bid from Cleveland-Cliffs Inc. and raising the stakes in a battle for the future of the US industrial icon.
The announcement by privately held Esmark has surprised many market watchers — the industrial company’s steel business is focused on processing and distributing rather than the raw metal that US Steel produces, making it an unlikely buyer. Esmark chief executive officer and owner James Bouchard, a one-time US Steel executive, said in a phone interview that the company has available cash on hand to fund the offer.
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Esmark Offers to Buy US Steel for Cash, Trumping Cliffs
https://finance.yahoo.com/news/esmark-offers-buy-us-steel-19…
...
Esmark Inc. offered to buy United States Steel Corp. for $7.8 billion in cash, trumping an earlier bid from Cleveland-Cliffs Inc. and raising the stakes in a battle for the future of the US industrial icon.
The announcement by privately held Esmark has surprised many market watchers — the industrial company’s steel business is focused on processing and distributing rather than the raw metal that US Steel produces, making it an unlikely buyer. Esmark chief executive officer and owner James Bouchard, a one-time US Steel executive, said in a phone interview that the company has available cash on hand to fund the offer.
...
Trading Spotlight
14.8.
U. S. Steel Confirms Receipt of Unsolicited Proposals from Cleveland-Cliffs and Multiple Other Parties; Reaffirms Competitive Strategic Review Process to Maximize Stockholder Value
https://www.wallstreet-online.de/nachricht/17237293-u-s-stee…
...
United States Steel Corporation (NYSE: X) (“U. S. Steel” or “the Company”) today confirmed that it has invited Cleveland-Cliffs Inc. (“Cleveland-Cliffs”) to participate in its previously announced strategic review process. The Company previously disclosed it has commenced a formal review process, with the assistance of outside financial and legal advisors, to evaluate strategic alternatives for the Company after receiving multiple unsolicited proposals that ranged from the acquisition of certain production assets to consideration for the whole Company.
The Company had received an unsolicited cash and stock proposal from Cleveland-Cliffs to acquire all of U. S. Steel’s outstanding shares. As detailed in the letter below, U. S. Steel was unable to properly evaluate the proposal because Cleveland-Cliffs refused to engage in the necessary and customary process to assess valuation and certainty unless U. S. Steel agreed to the economic terms of the proposal in advance.
...
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U. S. Steel Confirms Receipt of Unsolicited Proposals from Cleveland-Cliffs and Multiple Other Parties; Reaffirms Competitive Strategic Review Process to Maximize Stockholder Value
https://www.wallstreet-online.de/nachricht/17237293-u-s-stee…
...
United States Steel Corporation (NYSE: X) (“U. S. Steel” or “the Company”) today confirmed that it has invited Cleveland-Cliffs Inc. (“Cleveland-Cliffs”) to participate in its previously announced strategic review process. The Company previously disclosed it has commenced a formal review process, with the assistance of outside financial and legal advisors, to evaluate strategic alternatives for the Company after receiving multiple unsolicited proposals that ranged from the acquisition of certain production assets to consideration for the whole Company.
The Company had received an unsolicited cash and stock proposal from Cleveland-Cliffs to acquire all of U. S. Steel’s outstanding shares. As detailed in the letter below, U. S. Steel was unable to properly evaluate the proposal because Cleveland-Cliffs refused to engage in the necessary and customary process to assess valuation and certainty unless U. S. Steel agreed to the economic terms of the proposal in advance.
...
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23.8.
CEO Who Dubbed Steel Market a Falling Knife Is Calling a Bottom
https://finance.yahoo.com/news/ceo-dubbed-steel-market-falli…
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While Stelco’s CEO doesn’t see a further decline in prices, Kestenbaum said he also doesn’t anticipate an unexpected surge.
CEO Who Dubbed Steel Market a Falling Knife Is Calling a Bottom
https://finance.yahoo.com/news/ceo-dubbed-steel-market-falli…
...
While Stelco’s CEO doesn’t see a further decline in prices, Kestenbaum said he also doesn’t anticipate an unexpected surge.
31.3.
Oil Drillers Say Scarce Steel a Reason for Flat U.S. Output
https://finance.yahoo.com/news/oil-drillers-scarce-steel-one…
=> U.S. Steel war früher mal traditionell stark im O&G-Röhrenbau -- inkl. Höhen und Tiefen (ausgesprochen zyklisches Geschäft):
siehe aber z.B. im AR2021:
=> in 2021 machten Tubular products nur noch gut 4% der Net sales aus; in 2019 waren es z.B. noch über 9%
Die Ergebnisse von US Steel waren zwar leicht unter den Erwartungen,
aber der Ausblick für das laufende Jahr sehr optimistisch.
Wir befinden uns ja schon seit vielen Jahren an der Börse nicht mehr
im Bereich von logisch nachvollziehbaren Bewertungen im Hinblick auf Wert und
Geldströme von Unternehmen.
Da werden Unternehmen wie Tesla in schwindelerregende Höhen hochgejubelt
(Tesla müsste, wenn ich es richtig sehe, aktuell mehr wert sein als alle anderen Automobilunternehmen auf der Welt zusammen genommen!? - und vermutlich reicht das auch noch nicht - man müsste vermutlich noch das ein oder andere Unternehmen aus anderen Branchen hinzu nehmen, um an die Bewertung von Tesla heran zu reichen - also vielleicht noch Bayer, BASF, Lanxess und Covestro hinzu addiert...und vermutlich reicht auch das noch nicht).
Nun denn, jedenfalls soll US Steel alleine in diesem Jahr rund die Hälfte der aktuellen Bewertung an Gewinn einfahren. Noch mal so ein Jahr wie in 2022 in Aussicht gestellt, und der gesamte Wert von US Steel wäre komplett an den Investor zurück geflossen, der heute kauft.
Alles nur meine Meinung.
aber der Ausblick für das laufende Jahr sehr optimistisch.
Wir befinden uns ja schon seit vielen Jahren an der Börse nicht mehr
im Bereich von logisch nachvollziehbaren Bewertungen im Hinblick auf Wert und
Geldströme von Unternehmen.
Da werden Unternehmen wie Tesla in schwindelerregende Höhen hochgejubelt
(Tesla müsste, wenn ich es richtig sehe, aktuell mehr wert sein als alle anderen Automobilunternehmen auf der Welt zusammen genommen!? - und vermutlich reicht das auch noch nicht - man müsste vermutlich noch das ein oder andere Unternehmen aus anderen Branchen hinzu nehmen, um an die Bewertung von Tesla heran zu reichen - also vielleicht noch Bayer, BASF, Lanxess und Covestro hinzu addiert...und vermutlich reicht auch das noch nicht).
Nun denn, jedenfalls soll US Steel alleine in diesem Jahr rund die Hälfte der aktuellen Bewertung an Gewinn einfahren. Noch mal so ein Jahr wie in 2022 in Aussicht gestellt, und der gesamte Wert von US Steel wäre komplett an den Investor zurück geflossen, der heute kauft.
Alles nur meine Meinung.
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US Steel (X) +50% sind hier locker drin
