VALE SA WKN: 897136 ISIN: BRVALEACNOR0 Kürzel: CVLC Forum: Aktien Thema: Hauptdiskussion

Meint ihr die dividende wird beibehalten

@Andresando: der brasilianische Aktienindex hat das Jahr mit einer Performance von -12% beendet. Mehr muss man zum Wirtschaftsgenie Bolsonaro nicht sagen. Dazu kommt noch die starke Währungsabwertung

An welche Börse hat die Firma am meistens Volume?

Korreliert sehr stark mit Eisenerz... und das steigt jetzt wieder...

Morgen. Steige ich heute wahrscheinlich ein.

Moin Leute, das hier sollte ein guter Inflationshedge sein, oder?

Hab auch erste Position aufgebaut, super Einstieg

Danke hab sie jetzt 👍

Die Original BR aus Brasil. BRVALEACNOR0

Besitzt ihr die Sa oder die AdR? Bin am überlegen aufgrund des höheren spreads der sa

up up up

Und los gehts 🚀

Ist jetzt nicht der Boden erreicht? Geht doch seitwärts…., oder nicht ?

Wann ist denn hier der Boden erreicht 🤔

Absolut unterbewertete Rohstoffperle, geile Dividende und viel Aufwärtspotential !

Operating Performance In third-quarter 2021, cost of goods sold totaled $5.8 billion, up 21% year over year. Gross profit increased 15% year over year to $6.8 billion. Gross margin was 54% compared with 55% in the prior-year quarter.Selling, general and administrative expenditure declined 9% year over year to $115 million. Research and evaluation expenses climbed 29% to $136 million from the year-ago quarter.Adjusted operating income was $6.2 billion in the reported quarter, reflecting growth of 17% from the prior-year quarter. Adjusted EBITDA was $6.9 billion in the reported quarter compared with $6.1 billion in the prior-year quarter.Pro-forma adjusted EBITDA (excluding expenses related to Brumadinho and COVID-19) advanced 14% year over year to $7.1 billion.Ferrous Minerals’ EBITDA increased 15% year over year to $6.7 billion — the highest EBITDA result for a third quarter since 2012. Base Metals EBITDA slumped 36% to $505 million from the last-year quarter. Coal EBITDA was $32 million against a negative $213 million in third-quarter 2020. Balance Sheet & Cash Flow Vale exited the third quarter of 2021 with cash and cash equivalents of $10.8 billion compared with $8.8 billion at the end of the last-year quarter. Free cash flow in the quarter was around $7.8 in the quarter under review.In September, the company paid dividends of $7.4 billion, bringing the year-to-date total to $13.5 billion. Vale’s board of directors approved a new share buyback program of up to 200 million shares, equivalent to 4.1% of the currently outstanding shares of the company.Gross debt at the quarter-end was $11.9 billion compared with $13.4 billion at the end of the last-year quarter. In the reported quarter, net cash generated from operating activities was around $9 billion compared with $4.8 billion in the prior-year quarter. Outlook In sync with its “value over volume” approach, Vale has decided to lower its supply of high-silica low-margin products by around 4 Mt in the fourth quarter, due to weak demand and low prices. It added that if this scenario persists, it will reduce the offering of low-margin products in 2022 by around 12-15 Mt.Per the World Steel Association, steel demand will go up 4.5% year over year in 2021 and further 2.2% in 2022. Apart from China, the steel sector will gain on pent-up demand, and rising business and consumer confidence. This will continue to support iron ore demand. However, weak demand in China will remain a headwind.Meanwhile, China’s curb on steel production will hurt coking coal demand. Prices for the thermal coal market will be supported in the fourth quarter by demand and supply imbalance. For nickel, the company anticipates a deficit in 2021. Growth in stainless steel production and a shift toward the electrification of the world economies will continue to support demand for the metal. Copper market is also expected to show a deficit this year and prices are expected to ride on robust demand and persisting supply issues.