Nyrstar - größter Feinzinkhersteller der Welt (Seite 3)
eröffnet am 04.05.17 11:59:36 von
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ID: 1.252.141
ID: 1.252.141
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ISIN: BE0974294267 · WKN: A2AKN7
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| 47,33 | -97,99 |
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Oje, das schaut ganz schön übel aus.
340 Mio Euro nä Jahr fällig.
Hängt wohl alles von trafigura ab.
Sind in dem Buchwert (ifrs!) von 5 Euro die Schulden als Verbindlichkeit berücksichtigt?
340 Mio Euro nä Jahr fällig.
Hängt wohl alles von trafigura ab.
Sind in dem Buchwert (ifrs!) von 5 Euro die Schulden als Verbindlichkeit berücksichtigt?
Antwort auf Beitrag Nr.: 58.844.580 von faultcode am 01.10.18 18:16:33
https://www.bloomberg.com/news/articles/2018-10-25/trafigura…
=>
• Nyrstar shares, bonds hit fresh lows amid debt worries
• Europe’s biggest zinc smelter reports results next week
For nearly a decade, Trafigura Group Chairman Claude Dauphin coveted a zinc deal with Europe’s top smelter. The commodities trader finally got across the threshold in 2015, months after its co-founder’s sudden death.
Just a few years later, it’s become one of Trafigura’s biggest headaches.
Nyrstar NV shares have plunged to record lows as falling zinc prices squeeze profit and drive worries about its huge pile of debt. Nyrstar, which is scheduled to publish its third-quarter report next week, has 340 million euros of bonds ($388 million) maturing in September next year that analysts at ABN Amro Bank NV and ING Bank say the company may struggle to refinance.
That’s raising questions about whether top shareholder Trafigura will need to put more money into the struggling company. The pain keeps getting worse. On Wednesday, the stock plunged 25 percent and the bonds tumbled after Morgan Stanley analysts said the shares could be worthless. Nyrstar dropped another 11 percent on Thursday morning.
Trafigura owns more than 24 percent of the Belgian company, but its exposure doesn’t end there. The No. 2 metals trader has made prepayments to Nyrstar as part of its offtake agreements and has provided the company with a $250 million working capital facility.
The crisis at Nyrstar is another problem for Trafigura as the commodities trading industry globally faces declining profits and the fallout from bad investments. Louis Dreyfus Holding BV bailed out its Brazilian sugar business Biosev earlier this year, and Noble Group is in the process of a debt restructuring.
Nyrstar’s troubles have already drawn the attention of hedge funds specializing in distressed debt, according to people familiar with the matter. The funds are looking at the company amid expectations that it may struggle to raise sufficient funds to repay the September 2019 bond, said the people, who asked not to be identified discussing private information.
Trafigura “remains a supportive shareholder” of Nyrstar, a company spokeswoman in Geneva said. The company declined to answer further questions. Nyrstar declined to comment.
For Trafigura, the Nyrstar relationship represented a chance to challenge its arch-rival and industry leader Glencore Plc in the zinc market. Dauphin was passionate about the lead and zinc business, having led trading of the metals at Marc Rich + Co. before he went on to co-found Trafigura. He was affronted to have lost out in 2008, when Glencore won a major Nyrstar trading deal, and again in 2013, when he was edged out by Noble Group Ltd. for another contract to market Nyrstar’s zinc.
Today, Trafigura’s stake in Belgium-based Nyrstar is worth more than 200 million euros less than it paid for the shares, according to analyst estimates and data compiled by Bloomberg.
To be sure, the Nyrstar investment hasn’t been all bad for Trafigura. The relationship has helped the commodities trader secure deals to supply zinc concentrates to its smelters, as well as for much of Nyrstar’s refined zinc production including the bulk of both marketing deals coveted by Dauphin that were wrested away from Noble and Glencore. Nyrstar has said it buys its concentrates at a significantly higher price than the annual benchmark level.
Nyrstar will probably have to issue new equity to meet its obligations, or undergo a more formal debt restructuring, according to ABN Amro’s Philip Ngotho.
For Trafigura, that would represent a dilemma: increase its exposure to the struggling company by putting in further cash in the form of debt or equity; or risk seeing its investment wiped out altogether. Trafigura could also issue a bridge loan to Nyrstar or increase the working capital facility.
“I can imagine that Trafigura would prefer not to be the only provider of capital to Nyrstar as it would be significantly increasing its risk exposure,” said Ngotho, who has a sell rating on the stock.
Trafigura's Bold Bet on Zinc-Maker Nyrstar Keeps Getting Uglier
25.10.https://www.bloomberg.com/news/articles/2018-10-25/trafigura…
=>
• Nyrstar shares, bonds hit fresh lows amid debt worries
• Europe’s biggest zinc smelter reports results next week
For nearly a decade, Trafigura Group Chairman Claude Dauphin coveted a zinc deal with Europe’s top smelter. The commodities trader finally got across the threshold in 2015, months after its co-founder’s sudden death.
Just a few years later, it’s become one of Trafigura’s biggest headaches.
Nyrstar NV shares have plunged to record lows as falling zinc prices squeeze profit and drive worries about its huge pile of debt. Nyrstar, which is scheduled to publish its third-quarter report next week, has 340 million euros of bonds ($388 million) maturing in September next year that analysts at ABN Amro Bank NV and ING Bank say the company may struggle to refinance.
That’s raising questions about whether top shareholder Trafigura will need to put more money into the struggling company. The pain keeps getting worse. On Wednesday, the stock plunged 25 percent and the bonds tumbled after Morgan Stanley analysts said the shares could be worthless. Nyrstar dropped another 11 percent on Thursday morning.
Trafigura owns more than 24 percent of the Belgian company, but its exposure doesn’t end there. The No. 2 metals trader has made prepayments to Nyrstar as part of its offtake agreements and has provided the company with a $250 million working capital facility.
The crisis at Nyrstar is another problem for Trafigura as the commodities trading industry globally faces declining profits and the fallout from bad investments. Louis Dreyfus Holding BV bailed out its Brazilian sugar business Biosev earlier this year, and Noble Group is in the process of a debt restructuring.
Nyrstar’s troubles have already drawn the attention of hedge funds specializing in distressed debt, according to people familiar with the matter. The funds are looking at the company amid expectations that it may struggle to raise sufficient funds to repay the September 2019 bond, said the people, who asked not to be identified discussing private information.
Trafigura “remains a supportive shareholder” of Nyrstar, a company spokeswoman in Geneva said. The company declined to answer further questions. Nyrstar declined to comment.
For Trafigura, the Nyrstar relationship represented a chance to challenge its arch-rival and industry leader Glencore Plc in the zinc market. Dauphin was passionate about the lead and zinc business, having led trading of the metals at Marc Rich + Co. before he went on to co-found Trafigura. He was affronted to have lost out in 2008, when Glencore won a major Nyrstar trading deal, and again in 2013, when he was edged out by Noble Group Ltd. for another contract to market Nyrstar’s zinc.
Today, Trafigura’s stake in Belgium-based Nyrstar is worth more than 200 million euros less than it paid for the shares, according to analyst estimates and data compiled by Bloomberg.
To be sure, the Nyrstar investment hasn’t been all bad for Trafigura. The relationship has helped the commodities trader secure deals to supply zinc concentrates to its smelters, as well as for much of Nyrstar’s refined zinc production including the bulk of both marketing deals coveted by Dauphin that were wrested away from Noble and Glencore. Nyrstar has said it buys its concentrates at a significantly higher price than the annual benchmark level.
Nyrstar will probably have to issue new equity to meet its obligations, or undergo a more formal debt restructuring, according to ABN Amro’s Philip Ngotho.
For Trafigura, that would represent a dilemma: increase its exposure to the struggling company by putting in further cash in the form of debt or equity; or risk seeing its investment wiped out altogether. Trafigura could also issue a bridge loan to Nyrstar or increase the working capital facility.
“I can imagine that Trafigura would prefer not to be the only provider of capital to Nyrstar as it would be significantly increasing its risk exposure,” said Ngotho, who has a sell rating on the stock.
Antwort auf Beitrag Nr.: 58.767.043 von faultcode am 21.09.18 21:49:40so nebenbei:
• die Aktie gibt's z.Z. für den halben Buchwert
=> der materieller Buchwert pro Aktie beträgt zum 30.6.2018: ~EUR5
• die Aktie gibt's z.Z. für den halben Buchwert
=> der materieller Buchwert pro Aktie beträgt zum 30.6.2018: ~EUR5
Antwort auf Beitrag Nr.: 57.995.994 von faultcode am 15.06.18 17:13:58der niedrige Zinkpreis schlägt voll zu:
20.9.
Adverse market conditions to impact Nyrstar's Q3 2018 earnings
https://www.nasdaq.com/press-release/nyrstar-adverse-market-…
=>
Nyrstar NV ("Nyrstar" or the "Company") announces today that a preliminary review of the draft unaudited management financial information of the Company indicates that, on the basis of current market conditions, the Company is likely to record an Underlying EBITDA result for H2 2018 which is materially below that achieved in H1 2018. The Company's Q3 2018 earnings have to date been negatively impacted by external market conditions, primarily zinc prices, compounded by historically low zinc treatment charges. The current zinc price has fallen by approximately 25% compared to the H1 2018 average of USD 3,268 per tonne.
Full year 2018 guidance for production and capex remains unchanged and, on the basis of current market conditions, the Company reiterates its guidance for positive full year 2018 Free Cash Flow.
The Company's main working capital facilities are committed and support a strong liquidity pool which is expected to be in the range of EUR 620 to 650 million at the end of this month.
The outlook for the Company in 2019 will benefit from the ongoing ramp-up of the Port Pirie Redevelopment, the ramp-up of the Myra Falls mine, which achieved first concentrate production this quarter and is expected to make its first concentrate shipment in Q4 2018, and the hedge of 166kt of zinc for Nyrstar's mining operations that has been put in place at a price of approximately USD 3,000 per tonne.
Spot zinc treatment charges, driven by the zinc concentrate market becoming better supplied, have increased notably in China over the past two quarters. This is expected to result in higher realised treatment charges for the Company in 2019 compared to 2018.
Nyrstar releases its Second 2018 Interim Management Statement at 7:00am Central European time, on Tuesday 30 October 2018...
20.9.
Adverse market conditions to impact Nyrstar's Q3 2018 earnings
https://www.nasdaq.com/press-release/nyrstar-adverse-market-…
=>
Nyrstar NV ("Nyrstar" or the "Company") announces today that a preliminary review of the draft unaudited management financial information of the Company indicates that, on the basis of current market conditions, the Company is likely to record an Underlying EBITDA result for H2 2018 which is materially below that achieved in H1 2018. The Company's Q3 2018 earnings have to date been negatively impacted by external market conditions, primarily zinc prices, compounded by historically low zinc treatment charges. The current zinc price has fallen by approximately 25% compared to the H1 2018 average of USD 3,268 per tonne.
Full year 2018 guidance for production and capex remains unchanged and, on the basis of current market conditions, the Company reiterates its guidance for positive full year 2018 Free Cash Flow.
The Company's main working capital facilities are committed and support a strong liquidity pool which is expected to be in the range of EUR 620 to 650 million at the end of this month.
The outlook for the Company in 2019 will benefit from the ongoing ramp-up of the Port Pirie Redevelopment, the ramp-up of the Myra Falls mine, which achieved first concentrate production this quarter and is expected to make its first concentrate shipment in Q4 2018, and the hedge of 166kt of zinc for Nyrstar's mining operations that has been put in place at a price of approximately USD 3,000 per tonne.
Spot zinc treatment charges, driven by the zinc concentrate market becoming better supplied, have increased notably in China over the past two quarters. This is expected to result in higher realised treatment charges for the Company in 2019 compared to 2018.
Nyrstar releases its Second 2018 Interim Management Statement at 7:00am Central European time, on Tuesday 30 October 2018...
Antwort auf Beitrag Nr.: 57.000.600 von freddy1989 am 12.02.18 07:38:20nichts.
Zinkwerte gehen z.Z. gar nicht (zumindest auch im Vgl. mit Trevali) -- auch wenn Zink selber sich noch ganz gut hält.
Zinkwerte gehen z.Z. gar nicht (zumindest auch im Vgl. mit Trevali) -- auch wenn Zink selber sich noch ganz gut hält.
Trading Spotlight
Hallo hier mal etwas aktuelles
Was erwartet ihr von der Firma 2018?
https://seekingalpha.com/news/3305909-nyrstar-nv-adr-reports…
http://www.miningweekly.com/article/nyrstar-requests-arbitra…
Was erwartet ihr von der Firma 2018?
https://seekingalpha.com/news/3305909-nyrstar-nv-adr-reports…
http://www.miningweekly.com/article/nyrstar-requests-arbitra…
hot commissioning of the Port Pirie Redevelopment
=> heute gutes Plus wegen guter News: https://globenewswire.com/news-release/2017/09/28/1134561/0/…=> The expected project cost to complete the redevelopment is also reaffirmed as approximately AUD 660 million.
=> NYR krabbelt langsam, aber sicher aus dem Loch:
mit Abstand liquidester Markt: Euronext Brussels --> Symbol NYR
https://www.euronext.com/en/products/equities/BE0974294267-X…
=> Volumen bislang - ausser heute - noch gering. Das kann sich aber ändern, wenn das Momentum hier allmählich auffällt:
Ich finde die Firma ist ziehmlich interessant und durch die vielen Metall und die eigenen Minen Operationen auch ziehmlich breit aufgestellt
Hab mal 2 Links eingefügt für einen kurzen Überblick...
http://www.nyrstar.com/investors/en/shareholderinformation/D…
http://www.nyrstar.com/operations/Documents/Fact%20Sheet%20C…
Was haltet ihr von der Firma
Hab mal 2 Links eingefügt für einen kurzen Überblick...
http://www.nyrstar.com/investors/en/shareholderinformation/D…
http://www.nyrstar.com/operations/Documents/Fact%20Sheet%20C…
Was haltet ihr von der Firma
Die seit 2007 gelistete Nyrstar-Aktie aus Belgien (bis 2013 im belgischen Standardwerteindex BEL20 enthalten) ist mittlerweile etwas aus dem Fokus der Anleger gerückt.
Ein Wert mit 2,7 Mrd Euro Umsatz sollte aber einen Diskussions-Thread besitzen.
Gibt es Meinungen zur Aktie ?? (derzeitiger Kurs unter 5 Euro nahe Tiefstkurs)
Ein Wert mit 2,7 Mrd Euro Umsatz sollte aber einen Diskussions-Thread besitzen.
Gibt es Meinungen zur Aktie ?? (derzeitiger Kurs unter 5 Euro nahe Tiefstkurs)
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