All Posts Tagged With: "VALE"

(GM) Steel Industry Stock Outlook – March 2012 – Industry Outlook

About the Industry

The steel industry can well be termed the backbone of modern society considering steel’s varied uses, be it in construction, transport, electrical appliances, food packaging and the like. In terms of its composition, steel is an...

29Mar2012 | | Comments Off | Continued

(CF) The Seeds for a Commodity Supercycle – Investing in Agriculture

Investing in Agriculture

The...

23Feb2012 | | 0 comments | Continued

(BHP) Court Piles Taxes on Vale

A week ago, Australian lower house has announced the approval of tax on profit for coal and iron ore mining. The news came as a blow to BHP Billiton Ltd. (BHP), Rio Tinto plc (

8Dec2011 | | 0 comments | Continued

(GM) Steel Industry Stock Outlook – November 2011 – Industry Outlook

Overview

The World Steel industry is rather concentrated in structure, with a few producers accounting for the lion’s share of sales.

Steel products are classified into four broad categories: flat steel products, long steel products, scrap...

29Nov2011 | | 0 comments | Continued

(BGS) 17 Rare Earth Elements? The Number is Actually 52

by David Fessler, Investment U Senior Analyst
Thursday, September 15, 2011

At least according to a new list published by the British Geological Survey (BGS). These include the standard list of 17 Rare Earth Elements, 97% of which are produced in China.

However,...

19Sep2011 | | 0 comments | Continued

(BHP) Rio Tinto Sales Up – Misses Estimate

Rio Tinto plc. (RIO) has reported financial results for the first half of 2011. Net earnings attributable to ADR holders of Rio Tinto during the period were $7,587 million, up 30% year over year from $5,845...

5Aug2011 | | 0 comments | Continued

(VALE) VALE S.A. Strengthens Logistics

Vale S.A. (VALE) recently announced that the company’s new giant bulk carriers will be manufactured in China and South Korea as the domestic market is already working at full capacity. The company has booked...

7Jul2011 | | 0 comments | Continued

(GM) Steel Stock Review & Outlook – June 2011 – Industry Outlook

The World Steel industry is rather concentrated in structure, with a few producers accounting for the lion’s share of sales.

Steel products are classified into four broad categories: flat steel products, long steel products, scrap and semi-finished products. Flat...

28Jun2011 | | 0 comments | Continued

(BHP) BHP Billiton Limited Invests Further in Canada

BHP Billiton Limited (BHP) has approved another investment of $488 million to support the development of the Jansen Potash Project in Saskatchewan, Canada. The funding will help in supporting the project’s...

26Jun2011 | | 0 comments | Continued

(BHP) RIO Tinto Announced Plans to Acquire Riversdale Mining

Rio Tinto plc (RIO) announced that it plans to acquire the remaining stake in  Riversdale Mining Limited. by exercising its right under section 661A (1) of the Australian Corporations Act.

Currently,...

26Jun2011 | | 0 comments | Continued

(SID) Rio Tinto to Buy Tata’s Riversdale Stake

Recently, Rio Tinto plc (RIO) received a nod from the Indian Steel major Tata Steel to buy 26% stake in its coal mining company, Riversdale in an open offer of AUD 16.5 per share, or roughly $17.36 per share. The...

23Jun2011 | | 0 comments | Continued

(VALE) Rio Tinto Plc Ups Stake in Ivanhoe

Rio Tinto Plc. (RIO) announced that it is exercising remaining warrants of Ivanhoe Mines Ltd (Ivanhoe) to acquire 55.1 million shares for $502 million or $9.10 per share.

Subsequent to the acquisition,...

22Jun2011 | | 0 comments | Continued

(VALE) Vale S.A.’s Potash Project Suspended

The Rio Colorado potash mine development project of Brazilian miner, Vale S.A. (VALE), has been suspended by the government of the Argentine province of Mendoza. The suspension, according to the Mendoza government...

20Jun2011 | | 0 comments | Continued

(ABX) Barrick Gold Moves into Copper Mining

by Tony D’Altorio, Investment U Research
Friday, April 29, 2011

Barrick...

3May2011 | | 0 comments | Continued

(BRKB) Understanding Japan’s Disaster

The awful news out of Japan just seems to keep getting worse. There are now four reactors that are in trouble and significant (although outside the gates of the plant, not immediately dangerous) levels of radiation have been released into the atmosphere. That has severely...

29Mar2011 | | 0 comments | Continued

(MT) Steel Industry Outlook – March 2011 – Industry Outlook

The global Steel industry is rather concentrated in structure, with a few producers accounting for the lion’s share of sales. ArcelorMittal (MT) is the world’s largest steel company, with projected crude...

24Mar2011 | | 0 comments | Continued

(VALE) Vale S.A. Quarterly Earnings Scorecard Shows Excellent

Following the excellent third quarter earnings announcement on October 27, analysts following Vale S.A. (VALE) also remain optimistic. An increase in the capital budget for fiscal 2011, justifies management’s...

7Nov2010 | | 0 comments | Continued

(MT) Steel Industry Outlook – November 2010 – Industry Outlook

The U.S. houses one of the world’s largest steel industries. It is rather concentrated in structure, with a few producers accounting for the lion’s share of sales. ArcelorMittal (MT) is the world’s...

30Oct2010 | | 0 comments | Continued

(POT) Potash Benefits as Demand to Soar in 2011

by Tony D’Altorio, Investment U Research
Wednesday, September 1,...

1Sep2010 | | 0 comments | Continued

(VALE) Vale S.A. Analyst Reiterates Neutral Stock Rating

We reiterate our Neutral recommendation on Vale S.A. (VALE). We are optimistic on the new iron-ore pricing system, the prime reason behind the excellent results during the second quarter of fiscal 2010 with...

27Aug2010 | | 0 comments | Continued

(MT) Steel Industry Review and Outlook – Industry Outlook

The U.S. houses one of the world’s largest steel industries. It is rather concentrated in structure, with a few producers accounting for the lion’s share of sales. If we add companies engaged in the extraction of iron ore and coking coal for the processing of iron...

29Jun2010 | | 0 comments | Continued

(ETN) Fundamentals Behind Soaring Nickel Prices

If you lived through the Great Depression, you’d likely remember the song: “Brother, Can You Spare a Dime?”

These days, commodity investors are singing a slightly different tune: “Brother, Can You Spare a Nickel.” And they’re singing it for very different...

12May2010 | | 0 comments | Continued

(VALE) Vale S.A. Reports Earnings Short of Consensus

Vale S.A.’s (VALE) first quarter EPADR for the fiscal year 2010 was 30 cents, an increase from 26 cents in the year-ago quarter. However, it missed the Zacks Consensus Estimate of 33 cents. Net earnings...

10May2010 | | 0 comments | Continued

(BHP) China’s Hunger for Iron Ore Has Hidden Companies Set to Profit

If you read my article on April 5, you know that the iron ore market is changing… a lot.

In the past, iron ore producers and steelmakers negotiated fixed, yearly prices. Now though, prices will be set in quarterly contracts linked to the spot market.

That...

21Apr2010 | | 0 comments | Continued

(BHP) Iron Ore Market – A New Pricing System Ushers In The End of an Era

For decades, mining iron ore was exceedingly unglamorous.

But beginning in the early 2000s, China’s vast steel needs began to transform all of that. Prices began to soar, and all of a sudden, the industry lost its stigma.

As that happened, people began questioning...

5Apr2010 | | 0 comments | Continued

(JOYG) Joy Global – Emerging Markets Driving Growth

Joy Global (JOYG) is a play on global economic growth with a decent dividend yield.

Company Description

Joy Global is a pure play on the global mining sector. It is a leader...

23Feb2010 | | 0 comments | Continued

(BG) Bunge Limited to Sell Brazil Fertilizer

Bunge Ltd. (BG), a leading integrated global agribusiness and food company in the U.S., is currently engaged in discussions with Vale S.A. (VALE),...

18Jan2010 | | 0 comments | Continued

(STD) Investing in Brazil: Two Ways to Profit From This Emerging Market’s Multiple Growth Trends

by Tony Daltorio, Investment U Research Team
Monday, January 11, 2010

Soccer… the Samba… and carnivals.

These are the things that spring to mind when you mention Brazil.

But these days, the country is increasingly considered an...

12Jan2010 | | 0 comments | Continued

(VALE) Vale S.A. Sees Higher Production

Vale S.A. (VALE), the world’s largest iron-ore supplier, reportedly plans to hike its iron ore production to full capacity next year, helped by the global economic recovery. Vale’s iron ore production...

29Dec2009 | | 0 comments | Continued

(VALE) Investing in Brazilian Steel: Four Companies Set to Profit From Transportation Infrastructure

Tony Daltorio, Investment U Research
Monday, December 22, 2009

Even though Vale (NYSE: VALE) decided to cut its iron ore production by about 10% during the global crisis,...

22Dec2009 | | 0 comments | Continued