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US Steel (X) +50% sind hier locker drin

eröffnet am 10.02.15 22:32:47 von
neuester Beitrag 24.08.22 14:53:45 von


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 Ja Nein
    Avatar
    24.08.22 14:53:45
    Beitrag Nr. 148 ()
    23.8.
    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.


    United States Steel | 23,34 €
    Avatar
    01.04.22 15:27:50
    Beitrag Nr. 147 ()

    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%
    United States Steel | 34,18 €
    Avatar
    29.01.22 11:54:43
    Beitrag Nr. 146 ()
    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.
    United States Steel | 17,54 €
    Avatar
    27.01.22 21:50:42
    Beitrag Nr. 145 ()
    Anmerkung vor den Zahlen:

    Stahlaktien sind und waren immer zyklisch. Ja, ich weiß.

    Aber:
    Diese scheinbar albern niedrigen Bewertungen der großen US-Stahlaktien
    ist schon bemerkenswert.
    Wobei besonders US Stell noch einmal um Längen günstiger erscheint als die anderen,
    denn hier notiert man inzwischen bei einem KGV von 1 bis 2 UND wir sind auch noch weit unter Buchwert.
    Würde US Stell ähnlich bewertet wie Nucor, müsste sich US Steel aus dem Stand heraus
    mehr als verdreifachen.
    United States Steel | 18,64 $
    Avatar
    20.12.21 01:53:26
    Beitrag Nr. 144 ()
    17.12.
    U.S. Steel Warns of Slowdown in Orders as Industry’s Rally Ebbs
    https://finance.yahoo.com/news/u-steel-slumps-profit-warning…
    ...

    United States Steel | 23,08 $
    Avatar
    29.10.21 12:47:39
    Beitrag Nr. 143 ()
    28.10.
    United States Steel Corporation Announces a $300 Million Stock Repurchase Program and Increases Its Quarterly Dividend to $0.05 Per Share
    https://www.wallstreet-online.de/nachricht/14597704-united-s…
    ...
    United States Steel Corporation (NYSE: X) (“U. S. Steel”) today announced that its Board of Directors approved significant enhancements to its capital allocation priorities aligned with the continued execution of its Best for All℠ strategy. The enhancements include:

    • A stock repurchase program under which up to $300 million of the Company’s outstanding common stock may be repurchased at the discretion of management.

    • A quarterly dividend of $0.05 per share, a 400%, or $0.04 per share, increase over the previous quarter’s dividend. The dividend is payable Thursday, December 9, 2021 to stockholders of record at the close of business on Monday, November 8, 2021.

    “Today’s announcement demonstrates the significant progress we have made in the execution of our Best for All strategy,” said U. S. Steel President and Chief Executive Officer David B. Burritt.
    “We have made substantial progress on our announced deleveraging plans and expect to complete our incremental $1.0 billion target by the end of the year and ahead of schedule. Our expected $3.1 billion of total 2021 deleveraging combined with our robust cash and liquidity position has also allowed us to confidently begin executing organic growth investments aligned with long-term value creation. Today’s capital allocation enhancements further affirm our bullish outlook for the long-term future of U. S. Steel, are attractive uses of capital and demonstrate that our strategy is truly best for all by ensuring our stockholders directly benefit from the company’s continued success.”
    ...
    United States Steel | 21,80 €
    Avatar
    17.09.21 12:40:27
    Beitrag Nr. 142 ()
    17.9.
    U.S. Steel to Build $3 Billion Mill With Record Rally Enduring
    https://www.bloomberg.com/news/articles/2021-09-16/u-s-steel…
    ...
    U.S. Steel Corp. will spend about $3 billion to build a new mill, the latest sign that steelmakers are growing more comfortable that higher prices will last.

    The so-called mini-mill will combine two electric arc furnaces, which primarily use steel scrap and are far more energy-efficient than traditional integrated plants that are fed by coal. The company expects to begin construction in the first half of 2022 and start producing in 2024.
    ...

    U.S. Steel characterized the planned mill, expected to produce 3 million tons of flat-rolled steel products, as part of the efforts to achieve its 2030 goal of reducing greenhouse gas emissions intensity by 20%, according to a statement.

    The board has authorized an exploratory site selection process for the location of the mini-mill, according to the statement. Potential locations include Indiana and Illinois where U.S. Steel has existing EAF operations as well as greenfield sites.



    EAF = electric arc furnace
    United States Steel | 21,58 €
    Avatar
    11.08.21 12:00:01
    Beitrag Nr. 141 ()
    10.8.
    Steelmakers Surge as U.S. Infrastructure Plan Buoys Demand View
    https://finance.yahoo.com/news/steelmakers-surge-u-infrastru…
    ...
    United States Steel | 24,38 €
    Avatar
    22.04.21 14:00:51
    Beitrag Nr. 140 ()
    22.4.
    Steel Futures Soar in China as Output Cuts Meet Robust Demand
    https://finance.yahoo.com/news/steel-futures-soar-china-outp…

    ...
    Steel futures in China extended their surge as the country pushes to rein in production amid a seasonal pick up in demand.

    Rebar in Shanghai is at the highest since futures began trading in 2009, while hot-rolled coil is near the highest since 2014. Prices are surging after Chinese authorities and the steel sector pledged measures to reduce output, including in the hub of Tangshan, and curb carbon emissions.

    “We expect the central government will likely launch a nationwide production control plan soon,” which could be followed by more cuts in other provinces in the second half, Citigroup Inc. wrote in a note. “Despite the market concerns of potential inflation risks, we believe the government is determined to curb steel production in order to reduce its carbon footprint.”

    The surge in steel has boosted profit margins at China’s mills, encouraging producers to increase output and lifting benchmark spot iron ore prices to the highest in a decade. Crude steel production neared a record in March despite the pollution crackdown.

    “Steel producers appear to be making the most of the high margins, boosting output ahead of possible further restrictions,” Australia & New Zealand Banking Group Ltd. analysts including Daniel Hynes wrote in a note. “This is creating strong demand for steel-making raw materials. Combined with ongoing supply side issues, iron ore prices look well supported in the short term.”

    Still, if Chinese stimulus measures end later this year, steel output will eventually weaken, the bank said, and increasing environmental curbs on the sector could have a sizable impact on iron ore prices.

    ...
    United States Steel | 18,66 €
    Avatar
    02.02.21 12:45:05
    Beitrag Nr. 139 ()
    Antwort auf Beitrag Nr.: 65.829.918 von faultcode am 24.11.20 20:41:33Saisonalität bei $X:



    • Close-Preise am Monatsende in USD: März 2009|Ende der GFC bis Januar 2021
    • gemacht mit fbprophet: https://pypi.org/project/fbprophet/
    United States Steel | 15,29 €
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    US Steel (X) +50% sind hier locker drin