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AEX 07/04 Zijn er nog MT/LT beleggers onder ons?

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mrbrick50 schreef:

[quote=little johnie]
[quote=mrbrick50]
Verschil -182,23 -2,2848 %
morgen echt onder de 227

waar is onze volgende steun
[/quote]

26 25 24 23 22.5 22.3 22 21 enz ;-)
[/quote]

(zachtjes)durf t niet hard op te zeggen..maar dat is gunstig voor mijn putjes...kan t haast niet geloven..minder verlies...bij aex 200..alles eruit...en dan voor eeeeeeeeeeeeeeeeerg lange termijn aandeeltjes voor op de plank..zodat deze aardbolbekleder op tijd met pensioen kan ..lol
Voorlopig echt geen buy and hold hoor. Er komt nog een boel beweging de komende jaren.
tmaster
0
quote:

Kopie schreef:

Morgen richting 220, vrees ik.
Nee hoor, klein openings dipje naar 225 daarna weer snel boven de 227 en smiddags richting de 230
sluiten op 234

(ps heb behalve TT geen posities, dus ik lul niet naar mn straatje zeg maar)
Kopie
0
Alcoa swings to loss as aluminum prices plunge

(AA 7.81, -0.10, -1.3%) on Tuesday reported a first-quarter loss $497 million, or 61 cents a share, vs. a profit of $303 million, or 37 cents a share a year ago. Excluding discontinued operations, Alcoa would have posted a loss of 59 cents a share. Analysts polled by FactSet Research were looking for a loss, on average, of 51 cents a share. A Reuters Estimates survey came up with a target of a 54-cent loss. Sales fell to $4.1 billion from $5.7 billion a year ago. Wall Street had forecast sales of $4.68 billion
Kopie
0
Ik stuur je een goeie fles wijn als het zo gaat als jij nu schetst!

quote:

tmaster schreef:

[quote=Kopie]
Morgen richting 220, vrees ik.
[/quote]
Nee hoor, klein openings dipje naar 225 daarna weer snel boven de 227 en smiddags richting de 230
sluiten op 234

(ps heb behalve TT geen posities, dus ik lul niet naar mn straatje zeg maar)
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jullie zien mn glimlach niet he...van oor tot oor..

.alhoewel gemengde gevoelens...aex omlaag..wil zeggen..toekomst niet goed uitziet...pfffff
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OK. Cijfers vallen tegen maar niet zoveel tegen dat de futs 10 punten naar beneden donderen.

Non event dus.

Morgen de dip en dan weer omhoog is het meest vermoedelijke scenario
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Alcoa Reports 1st Quarter 2009 Results
Continuing Economic Downturn and 26 Percent Metal Price Decline in Quarter Lead to Revenue Decline and Loss From Continuing Operations of $480 Million, or $0.59 per share;
Company Launched Holistic Program to Re-position Balance Sheet and Restructure Operational Costs;
Strengthened Balance Sheet -- Raised $1.4 Billion in Successful Equity and Convertible Notes Offering, Reduced Dividend for $430 Million Annually, Exiting Shining Prospect Stake for $1.02 Billion;
Procurement Savings of $293 Million, Ramping to $2.0 Billion by 2010;
Overhead Savings of $110 Million, Ramping to $400 Million by 2010;
Working Capital Generated $291 Million, Ramping to $800 Million in 2009;
Reduced Cost to Produce Alumina 33 Percent and Aluminum 30 Percent from 3Q 2008 baseline;
Lowered Debt-To-Capital Ratio to 40.6 Percent and Has $1.1 Billion Cash on Hand at Quarter End.
Tuesday April 7, 2009, 4:07 pm EDT
Buzz up! Print Related:Alcoa, Inc.
NEW YORK--(BUSINESS WIRE)--Alcoa (NYSE: AA - News) today reported a 27 percent sequential drop in revenue resulting in a loss of $480 million for the first quarter of 2009, reflecting the impact of the economic downturn on its core industrial and commercial markets as well as an historic decline in aluminum prices. In the quarter, the Company launched a series of operational and financial actions that successfully increased cash, strengthened liquidity and significantly improved the Company’s cost structure.

Revenues for the first quarter 2009 were $4.1 billion, down from $5.7 billion in the fourth quarter 2008 and down 36 percent from $6.5 billion in revenues in the first quarter of 2008 after excluding divested businesses. The sharp drop in revenue resulted from the impact of the economic downturn on Alcoa’s end markets – automotive, transportation, building and construction and aerospace. As demand weakened during the quarter in those markets, realized metal prices fell an additional $558 a ton – a 26 percent price decline – resulting in prices that are now about 60 percent lower than last summer.

“Alcoa responded swiftly to the declines in our end markets and the historic drop in aluminum prices with a holistic program that dramatically re-positions our balance sheet and operational cost structure,” said Klaus Kleinfeld, President and CEO of Alcoa. “The result has been a rapid increase in liquidity during the quarter and significant operational cost savings. Besides putting us in a strong position to manage through this downturn, we now have the strategic and operational fundamentals in place for Alcoa to emerge even stronger when the economy recovers.”

During the quarter, the Company launched wide-ranging operational initiatives to reduce costs, increase cash, and improve liquidity. Procurement efficiencies and reduced overhead will eliminate more than $2.4 billion in annual costs by 2010. For the quarter, we generated $293 million in procurement savings and $110 million from overhead reductions. By 2010, capital expenditures will be cut by 50 percent. Working capital initiatives generated $291 million in cash this quarter and will result in a total of $800 million in cash in 2009.

“Our operational measures are already beginning to bear fruit in all our businesses,” said Kleinfeld. “In our Primary Products segments, for example, since the third quarter of 2008 we have reduced the cost of producing alumina and aluminum by 33 and 30 percent, respectively. Pacing well ahead of our 25 percent reduction target, we expect our efforts to have a significant impact on Primary’s profitability and cash flow in 2009.”

Major initiatives were taken during the quarter to execute on the financial pillar of the Company’s holistic program. Most are already completed and Alcoa finished the first quarter with $1.1 billion of cash on hand. The Company reduced the quarterly dividend, resulting in cash savings of $430 million annually. Alcoa received $500 million of a $1.02 billion payment from Chinalco for exiting its stake in the Shining Prospect venture. The Company recorded a non-cash after-tax loss of approximately $120 million on exiting the investment. Alcoa raised $1.4 billion in cash through successful common stock and convertible notes offerings to further improve its liquidity. As a result, Alcoa is in a much stronger cash position with availability of $5.2 billion of aggregate revolving credit facilities that support its commercial paper program and has lowered its debt-to-capital ratio to 40.6 percent.

Quarterly Financial Details

Income from continuing operations for the first quarter 2009 showed a loss of $480 million, or $0.59 per share, compared with a loss from continuing operations in the fourth quarter of 2008 of $929 million, or $1.16 per share, and income from continuing operations in the first quarter of 2008 of $299 million, or $0.36 per share.

The first quarter of 2009 was a net loss of $497 million, or $0.61 per share, compared with net loss for the fourth quarter of 2008 of $1.2 billion, or $1.49 per share and net income for the first quarter of 2008 of $303 million, or $0.37 per share.

Discontinued operations for the first quarter 2009 had a loss of $17 million, or $0.02 per share, representing the results of operations for the Electrical and Electronic Solutions business which is being divested. In the fourth quarter 2008, discontinued operations had a loss of $262 million, or $0.33 per share.

During the quarter the Company completed temporary curtailments of approximately 18 percent of its global smelting output. In addition, a plan to curtail an incremental 100,000 mtpy in May was announced, bringing total curtailments to approximately 20 percent of output. Alcoa also completed an exchange with ORKLA ASA for the remaining stake in two smelters and an anode plant in Norway for Alcoa’s stake in the Sapa soft alloy extrusion joint venture. With the exchange, Alcoa once again became the largest producer of primary aluminum in the world. Alcoa recorded a non-cash after-tax gain on the transaction of approximately $130 million.

The quarter’s results reflect the gain on the exchange for the Norway operations and a discrete tax benefit which were essentially offset by the negative impact of restructuring and other charges and the exiting of the stake in Shining Prospect.

Capital expenditures for the quarter were $471 million, with 70 percent dedicated to growth projects, primarily the Juruti bauxite mine and Sao Luis alumina refinery expansion in Brazil, which will help lower the Company’s costs moving forward. Both projects are expected to be completed in the first half of 2009.

Summary

“While our financial performance in the quarter was adversely affected by the economy-driven drop in demand, we launched operational and financial measures that will significantly improve our profitability and cash flow in 2009 and beyond. In fact, they have already begun to have an impact in the first quarter,” said Kleinfeld.

“We also see both near-term and long-term catalysts that should improve the prospects for the aluminum industry,” said Kleinfeld. “Current stimulus programs that target infrastructure and energy efficiency will create a demand for the unique characteristics of aluminum – lightweight, strong, durable, recyclable
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0
quote:

little johnie schreef:

[quote=mrbrick50]
[quote=little johnie]
[quote=mrbrick50]
Verschil -182,23 -2,2848 %
morgen echt onder de 227

waar is onze volgende steun
[/quote]

26 25 24 23 22.5 22.3 22 21 enz ;-)
[/quote]

(zachtjes)durf t niet hard op te zeggen..maar dat is gunstig voor mijn putjes...kan t haast niet geloven..minder verlies...bij aex 200..alles eruit...en dan voor eeeeeeeeeeeeeeeeerg lange termijn aandeeltjes voor op de plank..zodat deze aardbolbekleder op tijd met pensioen kan ..lol
[/quote]

Voorlopig echt geen buy and hold hoor. Er komt nog een boel beweging de komende jaren.
ik weet t johny..maak me ook zorgen over alles..

meer voor de generatie die na ons komt..denk dat t nog zo ver komt als in oostblok,je ouders in huis nemen,om de kosten te drukken...
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novastar schreef:

Alcoa Reports 1st Quarter 2009 Results
..blablablabla...
Tipje, dit is een slowchat hier. Niet een nieuws site ;). Linkjes prima maar een grote lange post, zonder layout of iets in die richting bevordert de leesbaarheid hier niet zoveel. Idem voor al die andere nieuwsberichten die hier wel eens langskomen, post ze gewoon in linkjes of gewoon de 1e alinea plus link. Schieten we al een stuk verder op.

Gewoon een vriendelijk tipje :-)
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P&E schreef:

Arcelor +2,6% nabeurs.
Jammer, helaas dus niet de fles laten knallen morgen. Nu maar hopen dat de Aziaten nog even de staalboeren dumpen :) oh nee,:P:P

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quote:

Kopie schreef:

Precies, P&E.

Jammer dat we morgen weer dalen en dat terwijl de crisis zo goed als voorbij is.
Voorbij??????? We zijn nog niet op de helft kopie.
zojuist de eerste Q1 cijfers, Alcoa en die zijn niet best!! Moet je nagaan wat ons nog te wachten staat.
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"
“While our financial performance in the quarter was adversely affected by the economy-driven drop in demand, we launched operational and financial measures that will significantly improve our profitability and cash flow in 2009 and beyond. In fact, they have already begun to have an impact in the first quarter,” said Kleinfeld.

“We also see both near-term and long-term catalysts that should improve the prospects for the aluminum industry,” said Kleinfeld. “Current stimulus programs that target infrastructure and energy efficiency will create a demand for the unique characteristics of aluminum – lightweight, strong, durable, recyclable "

positieve outlook,morgen open op 227!

gr en welterusten,

JJ
tmaster
0
quote:

Kopie schreef:

Ik stuur je een goeie fles wijn als het zo gaat als jij nu schetst!

[quote=tmaster]
[quote=Kopie]
Morgen richting 220, vrees ik.
[/quote]
Nee hoor, klein openings dipje naar 225 daarna weer snel boven de 227 en smiddags richting de 230
sluiten op 234

(ps heb behalve TT geen posities, dus ik lul niet naar mn straatje zeg maar)
[/quote]
Daar houd ik je aan! :)

Als ik de mark een beetje aanvoel, dan hadden we vanmiddag al die gap kunnen sluiten. we ging al met pijn en moeite door die 227 die goed verdedigd werd. Daarna waren even alle remmen los, maar zonder al te veel moeite stonden we zo weer boven de 227. Men wil gewoon graag omhoog. Er zijn grote partijen actief.
De Amies stonden op overbought. De indicatoren zijn heel mooi afgekoeld. Men heeft nog wat ruimte om terug te gaan naar 7700 om in het stijgende trend kanaaltje te blijven. Daar zijn ze ook keurig binnen gebleven vandaag..
Als er morgen geen overwacht slecht nieuws naar buiten komt dan zie ik morgenvroeg een licht stijgende AEX wat in de middag nog extra gesteund wordt door groen futs en een hogere Wall street.

Aegon en ING hebben veel verloren afgelopen dagen, die zullen morgen weer gaan plussen en als MT mee doet (Alcola nu op +2,5%) dan kan het wel eens hard gaan.

Olie heeft wat steun gevonden rond 50 dollar. Ook deze kan weer verder stijgen.
Ik zie het gewoon helemaal zitten de komende dagen!

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Alcoa iets up (2%) nabeurs ondanks slechter dan verwachte cijfers..

Mosaic fertilizer products(overigens bijna 3 keer zoveel waard als Alcoa) slechter dan verwachte cijfers en iets down..
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