Enig ny tråd uten kursmål

Blir ikke 93 de første månedene så kunne man vennligst få be om en ny tråd -denne er blitt for lang

Blir ikke pupet opp og shorta denne gang 60kr blir forsvart opp mot Q4

La oss håpe de får retta på dette nå. Ingen land i Europa kan vedkjenne seg dette

Bare tragisk at ikke de russiske sanksjonene er mer omfattende.

Pengene fra salget av delen av Alunorte er vell på "bok" nå :-) Skal nok deles ut til aksjonærer som Exstaordinært utbytte

Tenker nok at dagens oppgang henger sammen med denne meldingen her. Så kan vi vente i spenning på hva som kommer i februar....

EU may add aluminum products to new sanctions package against Russia — newspaper
"Previous sanctions left around 85% of Russian exports of the metal to the EU untouched, according to trade organization European Aluminium," the newspaper noted
BRUSSELS, January 23. /TASS/. Russian aluminum products may be included in the thirteenth package of anti-Russian sanctions, the Politico newspaper said, citing a source in the EU.

The European Union is thus going to introduce sanctions against the Russian energy sector; as electricity accounts for 40% of production costs in aluminum smelting.

"Previous sanctions left around 85% of Russian exports of the metal to the EU untouched, according to trade organization European Aluminium," the newspaper noted. According to a European diplomat, EU member states will soon start discussing "additional elements which will eventually become a proposal for a full ban," Politico said.

The EU is going to introduce new sanctions against Russia by the second anniversary of the start of the special military operation in Ukraine, an EU spokesman told reporters earlier.

https://tass.com/politics/1736123

De som solgte på bakrunn av kursmål og analyse fra DnB tenker jeg er fornøyd idag. Satser på 3-4 kr utbytte

Q4 i 2022 var EBITDA 7,4 milliarder. Kan Nhy nærme seg det ? Ser ikke bort fra det... Opp fra Q3 2023 regner vi med

Aksjemarkedet handler jo i stor grad om å tjene penger på andre aksjonærers bekostning? Det ligger gjerne litt der?

Synd solide gullaksjer må times like mye som jalla,huff.

23.10 Aluminium 2176 USD. Nøyaktig som idag!
Kurs 23.10: 56,76NOK
Idag 59,28NOK
Det kan være 4% mer nedside å hente ut dersom det flater ut her et par dager.
Men sannsynlighet for stigende aluminiumspris er kanskje større?

OSE har gått elendig opp mot andre børser siste år,krona er svak, og utlendingene får norske aksjer på billig salg. Så klarer DNB å komme med en "drittpakke". Hva skal vi med uvenner, når vi har "venner" som DNB .

Vedr billige NHY-aksjer...
Stemmer tallene man ser på oversikten for NHY? P/E på 5,11 og EPS 11,78...?

Se det - DNB jakter billige NHY aksjer - godt tegn - oppgang ventes.

Hydrohøna som sparker eller Circushesten som danser? Samma det!
Den kjøres litt i heisen med aluminiumsprisen stort sett... lite nytt, men kanskje litt?

Dersom denne slår inn snart så kan vi forvente en spekulativ utbunning 2-3 kroner under dagens kurs med etterfølgende oppgang?
Kanskje over 70 i løpet av en måneds tid?
Er litt sånn det funker i kaffekoppen min her idag! 😅

Aluminum decreased 206.50 USD/Tonne or 8.66% since the beginning of 2024, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Aluminum is expected to trade at 2426.12 USD/Tonne by the end of this quarter, according to Trading Economics global macro models and analysts expectations. Looking forward, we estimate it to trade at 2549.02 in 12 months time.

Krig og uro i Midtøsten dessverre

Hva var årsaken til kursnedgangen idag ?

Etter som Nhy har guida og fortalt om utsiktene kommende år, opp mot det "grønne skiftet" skulle kursen vært langt høyere. Som vi vet så er guidinga på den forsiktige sida. Noen som gjør en" god jobb" med å laste og holde den nede.Men men Nhy får også lastet :-)

ALCOA: VIL STANSE PRODUKSJON VED AUSTRALSK ALUMINARAFFINERI
9.1.2024 06:58 • TDN Finans •
Kopier link
Oslo (Infront TDN Direkt): Alcoa planlegger å fullstendig stanse produksjonen ved aluminaraffineriet Kwinana i Vest-Australia i 2024. Prosessen skal starte i andre kvartal og være gjennomført i tredje kvartal.
Det fremgår av en melding fra selskapet mandag.

Kwinana-anlegget, som har en kapasitet på rundt 2,2 millioner tonn, har driftet på 80 prosent av kapasiteten siden januar 2023.

I en uttalelse sa Alcoa at beslutningen var basert på en rekke faktorer, inkludert anleggets alder på 60 år, skala, driftskostnader og lav kvalitet på bauksitt.

Før med tiden kunne NHY gå opp enkelte dager, imot OSE og børser Ser tendenser i dag.

Et midlertidig tollfritak for stål og aluminium som eksporteres fra EU til USA, forlenges til 2025, kunngjorde president Joe Biden torsdag.

Fritaket fra 25 prosent toll på stål og 10 prosent på aluminium ble innført midlertidig i januar, i første omgang for to år. En tollfri kvote på de to metallene erstattet tollavgiften som ble innført av Bidens forgjenger Donald Trump.

EU svarte på Trumps toll med å legge avgifter på en rekke amerikanske varer, inkludert bourbon brennevin, lystbåter og Harley-Davidson motorsykler. Også disse er skrinlagt fram til 2025 og dermed til etter USAs presidentvalg neste høst og EU-valget til våren.

USA og EU har forsøkt å enes om tiltak for å hindre at metallmarkedet oversvømmes av overskuddsproduksjon fra blant annet Kina og for å fremme grønnere stålproduksjon.

Samtaler om dette skulle blitt fullført i år, men havnet i dødvanne uten en løsning. Biden sier de to partene har gjort betydelige fremskritt og fortsetter samtalene.

(NTB)

Positivt, men sånn går nå dagan.

Norsk Hydro: Status tilbakekjøp av egne aksjer .. innvanning pågår
https://www.nordnet.no/market/news/1008618289

Og så må EU gi mer penger og bomber ti Ukraina :-)

Hehe EU kjøper Alu av Rusal og Ukraina bomber i hue igjen

Disse vil ikke gi seg


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https://e24.no/boers-og-finans/i/dwVpoB/hydro-varsler-nedskrivninger-paa-59-milliarder-i-fjerde-kvartal

Blir interessant hvordan dette mottas i markedet. Nå er dette bare nedsrivninger som vel kanskje betyr mindre skatt for 2023 og ikke påvirker cashflow på annen måte, men allikevel....

Eu jobber sakte men sikkert å kvele.Russ AL. Blir nok hevet ut av EU i løpet av 2024.
Tålmodighet er vel ett stikkord mht NHY

Industry group urges EU to impose broader sanctions on Russian aluminium

November 17, 20234:14 PM GMT+1Updated a month ago




[1/2]A worker stores aluminium ingots at the foundry shop of the Rusal Krasnoyarsk aluminium smelter in Krasnoyarsk, Russia October 3, 2018. REUTERS/Ilya Naymushin/File Photo Acquire Licensing Rights



LONDON/BRUSSELS, Nov 17 (Reuters) - The European Union should impose broader import bans on Russian aluminium, industry group European Aluminium said on Friday, arguing that the current proposal to ban certain products would have only a limited impact.

EU members are currently debating a European Commission proposal for a 12th package of sanctions set to include import bans for diamonds and liquefied propane and measures designed to tighten implementation of a price cap on Russian oil.

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It also includes bans on aluminium wires, tubes and pipes, but these only make up 12% of EU aluminium imports from Russia, European Aluminium said in a statement.

"We strongly encourage the European Union to accelerate its efforts and broaden their scope to cover all major product categories," said Director General Paul Voss.

EU industry has already started to phase out Russian aluminium, with January-August imports down by a third from the same period in 2022, based on European Aluminium data. For ingots, Russia represented 9% of all EU imports, compared with 25% in previous years.


In the first nine months of this year, EU imported almost 500,000 metric tons of Russian aluminium and aluminium products worth 1.26 billion euros ($1.37 billion), according to Eurostat data. For 2022, imports were worth 2.84 billion euros.

In July, the group sent a letter to members saying it had discussed the possibility of "actively calling for EU sanctions on Russian aluminium", but not on Russian major producer Rusal (RUAL.MM).


While substituting other supply for Russian ingots would be feasible in Europe, the wide global spread of Rusal's operations makes sanctions on that company more problematic, July's memorandum said.

Friday's statement did not mention Rusal, which produced 4 million metric tons of primary aluminium last year, about 6% of global supply.

European Aluminium members include refiners, smelters, manufacturers of semi-finished products and recyclers, including top producers Hydro (NHY.OL), Alcoa (AA.N) and Rio Tinto (RIO.L).


https://neighbourhood-enlargement.ec.europa.eu/news/eu-adopts-12th-package-sanctions-against-russia-its-continued-illegal-war-against-ukraine-2023-12-19_en
EU adopts 12th package of sanctions against Russia for its continued illegal war against Ukraine
EU adopts 12th package of sanctions against Russia for its continued illegal war against Ukraine
The Commission welcomes the Council's adoption of a 12th package of sanctions against Russia. The focus of this package is to impose additional import and export bans on Russia, combat sanctions circumvention and close loopholes.

In particular, this package includes additional listings of Russian individuals and companies and new import and export bans – such as banning the export of Russian diamonds to Europe – in very close cooperation with our G7 partners. Moreover, the package tightens the implementation of the oil price cap by monitoring more closely how tankers may be used to circumvent the cap. It also includes stricter asset tracing obligations and tough measures on third-country companies circumventing sanctions.

The 12th package has these key elements:

ADDITIONAL LISTINGS

Over 140 additional individuals and entities subject to asset freezes. This covers actors in the Russian military and defence, including military industry companies and Private Military Companies. This also includes actors from the IT sector, as well as other important economic actors. The measures also target whose who have orchestrated the recent illegal so-called “elections” in the territories of Ukraine that Russia has temporarily occupied, and those responsible for the forced “re-education” of Ukrainian children, as well as actors spreading disinformation/propaganda in support of Russia's war of aggression against Ukraine.
TRADE MEASURES

Import ban on Russian diamonds: import restrictions on non-industrial diamonds, mined, processed, or produced, in Russia. These proposed sanctions are part of an internationally coordinated G7 diamond ban, aiming to deprive Russia of this important revenue stream estimated at €4 billion per year. All G7 members will implement a direct ban on diamonds exported from Russia at the latest by 1 January 2024. As of 1 March 2024, a ban on Russian diamonds polished in a third country will take effect and, as of 1 September 2024, the ban will be expanded to include lab-grown diamonds, jewellery, and watches containing diamonds. To further the effectiveness of these measures, a robust traceability-based verification and certification mechanism for rough diamonds will be established within the G7.
Import ban on raw materials for steel production, processed aluminium products and other metal goods: new measures restricting imports from Russia of certain metal goods.
Export restrictions: additional export restrictions on dual-use and advanced technological and industrial goods worth €2.3 billion per year. In particular:
New export controls on dual use/advanced tech, aiming to further weaken Russia's military capabilities, including chemicals, thermostats, DC motors and servomotors for unmanned aerial vehicles (UAV), machine tools and machinery parts.
New export bans on EU industrial goods, to further hamper Russia's capacities in its industrial sector, including machinery and parts, construction-related goods, processed steel, copper and aluminium goods, lasers, and batteries.
Addition of 29 Russian and third country entities to the list of entities associated to Russia's military-industrial complex (including entities registered in Uzbekistan and Singapore).
Prohibition to provide enterprise and design-related software to the Russian government or Russian companies. The aim is to further hamper Russia's capacities in its industrial sector. Restrictions in the area of services are an area where we have worked closely with our international partners, including the US and the UK.
STRICTER ASSET FREEZE OBLIGATIONS

New listing criterion: The Council has agreed a new listing criterion to include persons who benefit from the forced transfer of ownership or control over Russian subsidiaries of EU companies. This will ensure that no one profits from the losses that EU companies face when their subsidiaries are forcibly acquired by Russian owners/management.
Possibility to keep deceased persons on the asset freeze list, in order to prevent the freezing measure from potentially being undermined.
Tighter obligation for Member States to proactively trace assets of listed persons, in order to prevent and detect instances of breach or circumvention of sanctions.
ENERGY MEASURES

Oil price cap: To make it more difficult for Russia to sustain the war, we have tightened the international G7+ oil price cap, by introducing new measures to more closely monitor the sale of tankers to third countries, as well as require more detailed attestation requirements. This will help to tackle the ‘shadow fleet' used by Russia to circumvent the price cap. In this respect, the EU is in close dialogue with our G7 partners to ensure alignment of our measures and future guidance.
New import ban on liquified petroleum gas (LPG), impacting annual imports worth over €1 billion, with grandfathering of existing contracts for a period of maximum 12 months.
STRONGER ANTI-CIRCUMVENTION MEASURES

Broadening of the scope of the transit prohibition through Russia by adding certain economically critical goods when these are intended for export to third countries.
Obligation for operators to contractually prohibit the re-export of certain categories of sensitive goods to Russia, including goods related to aviation, jet fuel, firearms and goods on the Common High Priority list.
Introduction of a new measure that will require the notification of certain transfers of funds out of the EU from EU entities directly or indirectly owned by more than 40% by Russians or entities established in Russia.
ADDITIONAL MEASURES

Introduction of a new derogation to allow for cases in which Member States decide to deprive in the public interest a listed person of funds or economic resources.
Introduction of a derogation to allow compensation for damages to be paid by a newly listed insurance company.
Introduction of a derogation to allow the sale of EU companies owned by certain listed individuals or entities.
OTHER

Inclusion of a technical amendment allowing for the provision of pilot services necessary for maritime safety.
Background
The EU stands firmly with Ukraine and its people, and will continue to strongly support Ukraine's economy, society, armed forces, and future reconstruction. EU sanctions are at the core of the EU's response to Russia's unjustified military aggression against Ukraine, as they degrade Russia's military and technological capability, cut the country from the most developed global markets, deprive the Kremlin from the revenues it is financing the war with, and impose ever higher costs on Russia's economy. In this respect, sanctions contribute to fulfilling the EU's key objective, which is to continue to work for a just and lasting peace, not another frozen conflict. Their effects grow over time as the sanctions erode Russia's industrial and tech base. The EU also continues to ensure that its sanctions do not impact energy and agrifood exports from Russia to third countries.

As guardian of the EU Treaties, the European Commission monitors the enforcement of EU sanctions by EU Member States.

Du blir kongen på haugen med det ferske fair price nivået

Rusal får ikke levert en skit til EU land etter hvert. Kinamann ryker på" skitten" aluminium. Mitt kursmål på NHY blir da 120 kr , som kan komme fort

https://finance.yahoo.com/news/alcoa-welcomes-decisions-support-western-021900908.html

Alcoa på det meste over 8% opp i dag også? Noe spesielt på gang?

Hadde vært greit forstå hva som er så unikt med NHY i sluttauksjonen ja. Større omsetning enn gjennom handelsdagen de fleste dager. Noen som har noen teorier utover konspirasjons spekulasjoner?

Alcoa er forøvrig videre opp, men så har den vært langt nede...

Omsetning 420 mill NOK, hvorav hele 71% i auksjonen... har gitt å forstå dette, flytting mellom dark pools utenfor rekkevidde ?

26% på tre dager

Alcoa Corporation (AA)
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Et stykke frem til 71 enda..

Drit nå i Citi

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Citi kutter anb. til neutral. PT NOK 71