Forum: AMG » Draadje met INHOUD! geen toogpraat a.u.b. » Pagina: 12 | Belegger.nl

Draadje met INHOUD! geen toogpraat a.u.b.

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Topperke
1
Aankopen Heinz (ceo) 35.000 aandelen erbij: www.afm.nl/nl-NL/Professionals/regist...
Aankopen Jackson (cfo) 10.000 aandelen erbij: www.afm.nl/nl-NL/Professionals/regist...
Aankopen Susquehanna (investeerder die onlangs nog short ging) boven 3% grens: www.afm.nl/nl-NL/Professionals/regist...

Mooi!
Bio-marker
2
Voor de liefhebber, interessante analyse van effect van shorters op aandelen rendement. Bij een analyse van alle Nasdaq 100 aandelen gedurende 3 jaar vindt deze studie een extra POSITIEF rendement van 60 basispunten per procent toename in de short interest. Bij AMG hebben we dan nog wat goed te maken...


This paper has investigated the effect of short interest on the subsequent stock price performance on a month-to-month basis. The initial research question of how short interest ratios affect the subsequent performance of stocks of companies incorporated in the NASDAQ-100 index on a 36-month period between January 2012 and December 2014 by using monthly short interest data has been tested by simple and multiple regression analyses. Firm size proxied by the market value of equity has been included as a control variable. The NASDAQ index which was used in prior studies suffers from the shortcoming that many very small firms are incorporated which are not frequently traded. Thus, this paper is the first to use the NASDAQ-100 index as the benchmark.
Since previous research had not been able to reach consensus by reporting contrasting relationships over the last five decades, three schools of thoughts have emerged which are supplemented by a fourth less mainstream way of thinking. This paper therefore has contributed to the ongoing discussion whether short interest serves as an indicator for stock performance.
In Section 3 the expected relationship has been developed which led to the establishment of the main hypothesis that short interest negatively affects abnormal returns on a monthly basis. The simple regression analysis following Mayor (1968) and Woolridge and Dickinson (1994) using a transformed short
interest variable has shown that the expected relationship could not be substantiated. Instead, the results showed the opposite. The positive relationship between the short interest ratio and abnormal return has a coefficient value of 0.60% or 60 basis points. That implies that each increase in the short interest ratio by 1% is followed by an increase in the abnormal return of 60 basis points indicating a strong effect. One can thus conclude that short interest serves as a positively related antecedent of abnormal return. This finding is consistent with the ‘contrarian view’.

essay.utwente.nl/67202/1/Schindler_BA...

herbie bel
0
Prjzen vanadium blijven zakken.

European FeV sellers reported lower prices of $38-39 per kg although it was difficult to confirm whether any transactions had actually occurred. A week ago prices were on either side of $40.
A Polish mill reportedly received offers at $38.50 per lb. A trader said he was offered duty-unpaid FeV at $36.50.
For the first time in weeks, there are signs of prices starting to soften again in China. Sellers, who had been holding out for prices of $50 per kg and higher, reportedly have lowered offer prices to $46.
The US FeV market was dead in terms of spot inquiries. One supplier said that he was encouraged by a slight uptick in buying from a contract customer but he conceded the increased business might have been order specific. “Consumers still need to see prices stabilize before they come into the market,” he said. “Right now, we have a pause. We should know whether demand is recovering in June.”
Noting how fast the market declined in March, some traders hope that they will see as big a price increase at the start of the third quarter in June. European FeV prices fell from $75 per kg at the start of March to below $50 four weeks later.
Other suppliers are quite concerned about the demand outlook for the third quarter given uncertainty about possible trade wars, etc. Even if prices bottom out at $35 per kg, said a European trader, I don’t anticipate consumers rushing in to buy.
Beperktedijkbewaking
0
quote:

Bio-marker schreef op 9 mei 2019 om 11:10:


Voor de liefhebber, interessante analyse van effect van shorters op aandelen rendement. Bij een analyse van alle Nasdaq 100 aandelen gedurende 3 jaar vindt deze studie een extra POSITIEF rendement van 60 basispunten per procent toename in de short interest. Bij AMG hebben we dan nog wat goed te maken...
...
essay.utwente.nl/67202/1/Schindler_BA...

Heel interessante bijdrage!

herbie bel
3
Bron : ryan notes

On May 13, 2019 By Alice AgoosIn Uncategorized
AMG Vanadium wants ferrovanadium added to a long list of products from the European Union (EU) that the US Trade Representative (USTR) has determined should be subject to additional tariffs following the World Trade Organization’s finding that Airbus received subsidies.
AMG will appear at the USTR hearing on May 15 to present its case. In a letter to the USTR on May 6, AMG’s legal counsel stated:
Hoy Frakes, President of AMG Vanadium, ‘will testify that AMG and the U.S ferrovanadium industry have faced significant unfair trade practices dating back to at least 1994, and that the imposition of additional tariffs on ferrovanadium imported from the EU would provide some relief for the domestic industry, especially as it seeks to expand its production capacity.’
AMG produces FeV from recycled spent catalysts at a facility in Cambridge, OH, and has announced plans to add over 6-million ppy, more than doubling its capacity by building a new plant by early 2021.
Currently the import duty on FeV from the EU is 4.2%. A higher tariff would impact Evraz, which ships FeV from its Nikom converter in the Czech Republic to US customers. In addition, any US traders who import FeV from Treibacher (Austria), Latvia and the Ukraine would be affected.
US annual consumption of FeV is about 16-million lb. Of that, probably 8-million lb comes from the EU and 2-million lb from Canada. Anti-dumping duties on FeV from China and South Africa are prohibitive.
The subsidy investigation of Airbus began in October 2004. In 2012, the US and the EU entered into a procedural agreement, but by 2018, the USTR determined that the EU had failed to implement WTO Dispute Settlement Body recommendations. The USTR, therefore, proposed taking action in the form of additional duties on products of the EU.
The product list is quite long and expanding. It includes FeCr and FeNb. Under Section 301, the USTR can impose additional ad valorem duties of up to 100%. The final list of products subject to increased duties will take into account the report of the Arbitrator on the appropriate level of countermeasures to be authorized by the WTO.
lero
0
quote:

Topperke schreef op 9 mei 2019 om 09:05:


Aankopen Heinz (ceo) 35.000 aandelen erbij: www.afm.nl/nl-NL/Professionals/regist...
Aankopen Jackson (cfo) 10.000 aandelen erbij: www.afm.nl/nl-NL/Professionals/regist...
Aankopen Susquehanna (investeerder die onlangs nog short ging) boven 3% grens: www.afm.nl/nl-NL/Professionals/regist...

Mooi!



Op trivano zie ik dat hun ze juist verkopen of heb ik het mis?
Topperke
0
quote:

lero schreef op 14 mei 2019 om 14:38:


[...]


Op trivano zie ik dat hun ze juist verkopen of heb ik het mis?

Het is moeilijk te zien.
Het lijkt me dat opties direct verkocht zijn & ze wel aandelen hebben aangekocht?
geldmaker
0
quote:

herbie bel schreef op 13 mei 2019 om 17:07:


Bron : ryan notes

On May 13, 2019 By Alice AgoosIn Uncategorized
AMG Vanadium wants ferrovanadium added to a long list of products from the European Union (EU) that the US Trade Representative (USTR) has determined should be subject to additional tariffs following the World Trade Organization’s finding that Airbus received subsidies.
AMG will appear at the USTR hearing on May 15 to present its case. In a letter to the USTR on May 6, AMG’s legal counsel stated:
Hoy Frakes, President of AMG Vanadium, ‘will testify that AMG and the U.S ferrovanadium industry have faced significant unfair trade practices dating back to at least 1994, and that the imposition of additional tariffs on ferrovanadium imported from the EU would provide some relief for the domestic industry, especially as it seeks to expand its production capacity.’
AMG produces FeV from recycled spent catalysts at a facility in Cambridge, OH, and has announced plans to add over 6-million ppy, more than doubling its capacity by building a new plant by early 2021.
Currently the import duty on FeV from the EU is 4.2%. A higher tariff would impact Evraz, which ships FeV from its Nikom converter in the Czech Republic to US customers. In addition, any US traders who import FeV from Treibacher (Austria), Latvia and the Ukraine would be affected.
US annual consumption of FeV is about 16-million lb. Of that, probably 8-million lb comes from the EU and 2-million lb from Canada. Anti-dumping duties on FeV from China and South Africa are prohibitive.
The subsidy investigation of Airbus began in October 2004. In 2012, the US and the EU entered into a procedural agreement, but by 2018, the USTR determined that the EU had failed to implement WTO Dispute Settlement Body recommendations. The USTR, therefore, proposed taking action in the form of additional duties on products of the EU.
The product list is quite long and expanding. It includes FeCr and FeNb. Under Section 301, the USTR can impose additional ad valorem duties of up to 100%. The final list of products subject to increased duties will take into account the report of the Arbitrator on the appropriate level of countermeasures to be authorized by the WTO.


Is hier al iets van bekend??
geldmaker
1
Nee hoor die daling is normaal per dag. Als hij stabiliseert zijn we al blij als hij gaat stijgen 2/3 dagen achtereen zijn we blij. Hoop dat vanadium op de lijst van Trump komt...
herbie bel
0
Largo to up V2O5 capacity to 1,000 mtpm by Q4
On May 15, 2019 By Alice AgoosIn Uncategorized
Largo Resources plans to increase its nameplate V2O5 production capacity at the Maracas Menchen mine in Brazil to 1,000 mtpm from 800 mtpm by the fourth quarter of this year.
Expansion ramp-up will begin in the second quarter of 2019 and be completed in Q3 2019.
In its guidance for 2019, Largo said that it plans to produce 10,000-11,000 mt compared to production of 9,830 mt in 2018. Largo also expects its average cash cost per lb (exclusive of royalties) to be $3.45-3.65 in 201
herbie bel
0
nog iemand die zijn productie gaat verhogen als ik het juist lees.

Bushveld’s Q1 vanadium output and sales fall
On May 16, 2019 By Alice AgoosIn Uncategorized
Bushveld Minerals has big plans for boosting its vanadium production capacity to 5,000 mtpy and eventually 10,000 mtpy, but right now the company is struggling to keep pace with last year’s production of 2,560 mt.
In the first quarter Bushveld produced 649 mt of vanadium Nitrovan at Vametco, down 11.1% compared to the year-ago quarter and down 1.2% from production in Q4 2018.
Bushveld began several productivity initiatives in the first quarter including increasing the hourly feed rate to the kiln and recovery. March 2019 production of 270 mt was the highest monthly production rate in 21 months.
Bushveld’s 2019 production guidance for Vametco is 2,800-2,900 mt, 9-13% higher than 2018 production. The guidance doesn’t include contribution from the proposed acquisition of Vanchem for $68-million which is expected to be completed as soon as July 31, 2019 and no later than October.
The Vanchem acquisition is subject to: Approval by the South African Competition Commission and the South African Reserve Bank; the cessation of specific commercial agreements; and no material adverse changes affecting the Vanchem business during the interim period between signature and completion of the agreements.
Bushveld’s vanadium sales in Q1 2019 were 508 mt, down 27% compared to the year-ago quarter and down 32% compared to Q4 2018.
Its average sales price for the quarter was $73.30 per kg, up 19% compared to the first quarter of 2018 but down 32% compared to Q4 2018.
Bushveld’s unit cost (excluding depreciation, royalties, selling, general and administrative expenses) was $18.60 per kg in the first quarter, down 3.9% compared to the year-ago quarter and up 3.6% compared to Q4 2018. Bushveld’s guidance for unit costs for 2019 is $18.90-19.50 per kg, 2-4% lower than its 2018 unit cost.
Bushveld continues to review the timing and required investment to further increase Vametco’s nameplate capacity to 5,000 mtpy, in order to generate a steady state production in excess of 4,200 mtpy.
herbie bel
0
blijft zakken..

FeV prices still falling
On May 17, 2019 By Alice AgoosIn Uncategorized
European FeV prices dropped to $35-36 per kg, the floor level that pundits mentioned last week, and it is not at all clear that prices have stopped falling. Some suppliers said that prices were closer to $36 per kg, but there was little spot business to back up the claim. The previous week prices had averaged $38.50 per kg.
A 5-mt sale to a US mill reportedly was booked at just below $18 per lb. The buyer reduced his requirement from a truckload. Several suppliers said they refused to go below $18.50 even though the buyer had indicated he was looking for a price below $17 per lb. “I think US buyers are just looking at the price in Europe and expecting to get close to the same price here,” said a trader.
Speaking as an independent consultant at Largo Resources’ analyst call this week, Terry Perles of TTP Squared, said that V2O5 prices tend to peak at $7 per lb when production exceeds consumption and at $15 per lb when there is a supply deficit. Perles foresees a supply deficit for the next three years.
V2O5 prices of $7 and $14 per lb translate to respective FeV prices of roughly $l4 and $28.25 per lb.
Perles also told analysts that he thought current V2O5 price of $8.45 per lb was the floor.
Responding to Perles’ remarks an analyst said:
“Terry said something, which is just technically incorrect. He said he expects the vanadium price back to a support level of $15. If it’s $8.45, support isn’t $15. You just expect the price to move back to $15 from the current price of $8.45, which you didn’t forecast. But I wouldn’t call $15 support, since you’re almost half of that right now.”
Another analyst weighed in as follows:
“Nobody was saying that $30 was a ridiculous price, but what we’re saying is the long-term price is like $7, but we think that the odds are it’ll trade at $15 before it trades at $7. Is that kind of what we’re saying and that the current price seems to be artificially low?”
Perles’ response was to point out that when supply is challenged to meet demand, “there certainly is a stable point at about $15.” Perles told analysts that much of the drop in vanadium prices in late 2018 and in 2019 was based on two misconceptions: 1) that the Chinese rebar standard was not being enforced and 2) that niobium was going to completely replace vanadium in rebar.
Other market sources acknowledge that Chinese mills were stockpiling in advance of the imposition of the rebar standard in Nov 2018, but they are still convinced that the standard isn’t being strictly enforced.
As for the other claim of niobium completely replacing vanadium, “I don’t know anyone in his right mind who would believe that,” said a trader. “What we do know is that there had been significant substitution of niobium in China and to a lesser extent elsewhere in the world.”
Topperke
0
Moet je niet elke dag posten, hoor...
By the way: de recycling fees zijn veel belangrijker dan de prijzen van vanadium, aldus Heinz.
Ebitda/jaar van fees alleen zou na Ohio2 richting $100mil kunnen gaan!
Big Elephant
0
ik had kunnen weten dat HS Schimmelbusch is. Hij moet geen delen verkopen maar beursnotering van AMG Technologies krijgen. Dit is al veel vaker op dit forum gezegd ,maar hoe vaker we het zeggen hoe groter misschien de kans is dat dit ook gebeurd.
Just lucky
0
quote:

Topperke schreef op 17 mei 2019 om 19:05:


Moet je niet elke dag posten, hoor...
By the way: de recycling fees zijn veel belangrijker dan de prijzen van vanadium, aldus Heinz.
Ebitda/jaar van fees alleen zou na Ohio2 richting $100mil kunnen gaan!
Daar geloof ik weinig van, HS drukt zich wel vaker onduidelijk uit. De winstwaarschuwing komt met name door de gedaalde Vanadium prijs, zegt HS zelf. De fees mogen dan aantrekkelijk zijn, de praktijk wijst uit dat de Vanadium prijs belangrijker is.
Topperke
0
quote:

Just lucky schreef op 18 mei 2019 om 18:33:


[...]Daar geloof ik weinig van, HS drukt zich wel vaker onduidelijk uit. De winstwaarschuwing komt met name door de gedaalde Vanadium prijs, zegt HS zelf. De fees mogen dan aantrekkelijk zijn, de praktijk wijst uit dat de Vanadium prijs belangrijker is.

Ben ik het niet mee eens. Ohio 2 kost $300mil om op te starten. Aan $50 mil ebitda per jaar (zoals ik denk) is dit in 6 jaar terugverdiend.
De investeringsbeslissingen van AMG van de voorbije jaren in het achterhoofd en met de vele andere mogelijke projecten rekening houdende (denk aan SP1+ welke in 3 jaar wordt terugverdiend), zal het niet veel minder zijn dan die $50mil.
Want Heinz zei (en dat gaf hij wel duidelijk aan) dat de investeringsbeslissing puur op basis van de fees gemaakt is en geen rekening houdt met de vanadiumprijs.
Over 5 jaar gaat die vanadiumprijs bijlange niet meer zo'n grote impact op AMG hebben als vandaag. Mark my words.
Big Elephant
1
Beste Jonge Belegger en Just Lucky. Jullie hebben aangegeven dat je betwijfelt of ik wel in staat ben om een Engelse vertaling van het Nederlands te geven. Hierbij de tekst die je naar Ms Fischer kan sturen als je dat wil .

a) Within a couple of weeks in Beleggersbelangen een interview will be published with Mr Schimmelbusch and Mr. Thijssen of Beleggersbelangen.

b) According the Berenberg Bank there is a potential that AMG Technologies will get a separate official stock Market quotation in USA.


c)According mr. Bio-Maker the value of AMG Technologies is 722 million US Dollar.More or less the same as AMG as a whole.


d) In the most important Dutch Financial Paper ---Het Financieel Dagblad the following high lights are published :


1) At the moment a split of from a company of a seperate activity is very popular on the stock market.


2 Seperate parts of a company have together more value than the company as a whole,a separate quotation on the stock market makes a company more visible.


3)Separate parts with their own stock quotation have to give possible investors much more information so that the values are more transparant.


In the case of AMG a separate stock Quotation of AMG Technologies will create more value to stockholders,management and personnel of AMG.





Rien ne va plus
4
quote:

Big Elephant schreef op 19 mei 2019 om 13:04:


Beste Jonge Belegger en Just Lucky. Jullie hebben aangegeven dat je betwijfelt of ik wel in staat ben om een Engelse vertaling van het Nederlands te geven. Hierbij de tekst die je naar Ms Fischer kan sturen als je dat wil .


Wederom een verzoek aan Olifant om de onophoudelijke diarree van nutteloze forumspam, schofferingen van forumleden en absurde verzoeken aan forumleden te beperken tot het maanddraadje, of liever nog, helemaal te staken. Hoeveel reacties van geïrriteerde forumlezers zijn er nog nodig voor het besef bij je doordringt dat werkelijk niemand op je continue forumverontreiniging zit te wachten?
Febo85
0
quote:

Big Elephant schreef op 19 mei 2019 om 13:04:


Beste Jonge Belegger en Just Lucky. Jullie hebben aangegeven dat je betwijfelt of ik wel in staat ben om een Engelse vertaling van het Nederlands te geven. Hierbij de tekst die je naar Ms Fischer kan sturen als je dat wil .

a) Within a couple of weeks in Beleggersbelangen een interview will be published with Mr Schimmelbusch and Mr. Thijssen of Beleggersbelangen.

b) According the Berenberg Bank there is a potential that AMG Technologies will get a separate official stock Market quotation in USA.


c)According mr. Bio-Maker the value of AMG Technologies is 722 million US Dollar.More or less the same as AMG as a whole.


d) In the most important Dutch Financial Paper ---Het Financieel Dagblad the following high lights are published :


1) At the moment a split of from a company of a seperate activity is very popular on the stock market.


2 Seperate parts of a company have together more value than the company as a whole,a separate quotation on the stock market makes a company more visible.


3)Separate parts with their own stock quotation have to give possible investors much more information so that the values are more transparant.


In the case of AMG a separate stock Quotation of AMG Technologies will create more value to stockholders,management and personnel of AMG.








Maak een nieuwe gmail account aan en mail dit zelf. Lijkt me de makkelijkste manier. Gewoon een fake afzender invullen en afwachten op hun reactie...
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