POSCO: Transition to a Holding Company & Business Strategies for 2030

[Sanawela]

Antwort auf Beitrag Nr.: 75.697.797 von Miraflor am 28.04.24 15:35:51

Die Zahlen haben mich zwar auch nicht vom Hocker gerissen, aber Posco ist so breit aufgestellt, dass sie bei einer Konjunkturbelebung (Insbesondere in China) wieder zum letzten Hoch finden sollte

[Miraflor]

Hier in Kürze die Qua-1-Zahlen.
https://www.finanzen.net/nachricht/aktien/posco-spons-adrs-d…

Aus meiner Sicht nichts Ganzes und nichts Halbes.

[trick17-2]

Ich hab jetzt unter 70 Euro etwas zugekauft. An der Börse wird ja nich5 geklingelt, wenn Aktien günstig sind.
Für mich ist Posco ein herausragendes Unternehmen. Im Stahlbereich sowieso extrem produktiv.
Die anderen Asstes werden auch immer werthaltiger. Bei den fallenden Aktienkursen wäre auch mal
wieder ein buyback nicht schlecht. Wir bekommen doch hier einen neuen CEO?!

Ich hatte hier mal den Wert einzelner börsennotierter Beteiligungen aufaddiert. Hat sich sicherlich etwas nach unten
verschoben, aber hier ist viel Sibstanz vorhanden. Bilanz ist auch gut, modearte Verschuldung.
Es gibt hier natürlich den Konglomeratabschlag und schnelle Gewinne sind nicht garantiert.
Aber Posco ist in vielen Zukunftsfeldern mit Projekten unterwegs. Man muss dann aber hinter dem Stahlbereich schauen.
Alles zusammen gibt es für 20 Mrd USD. Genau mein Ding.

Andere Ideen in dieser Richtung: CK Hutchinson (bin ich drin), Jardine Matheson (Watchlist).

trick17

[Oginvest]

Hyundai Motor fast-tracks US EV plant to 2024

...
Additionally, Hyundai has partnered with another Korean battery maker SK On to construct a $5 billion battery plant in Bartow County, Georgia, aimed to begin operations in the second half of 2025, with a 35 GWh annual capacity, supporting Hyundai's factory in Montgomery, Alabama, and Kia's plant in West Point, Georgia.
...

https://www.koreaherald.com/view.php?ud=20240214050627

[Oginvest]

Tokyo Steel to raise prices for four products in February

TOKYO, Jan 22 (Reuters) - Tokyo Steel Manufacturing 5423.T, Japan's top electric-arc furnace steelmaker, on Monday said it will raise prices for four steel products by up to 1.9% in February to reflect market conditions and rising production costs amid higher raw material prices.

This is the company's first price hike in 10 months and comes after it kept prices unchanged for six months for all of its steel products, including its main H-shaped beams.

For February, prices for hot rolled coils, pickled and oiled coils, hot-dip galvanized coils and checkered coils will rise by 2,000 yen ($13.5) a metric ton while prices for other products will remain unchanged.

Prices for hot coils will increase by 1.9% to 107,000 yen ($723) a ton while H-shaped beams will remain at 127,000 yen a ton.

Tokyo Steel said in a statement that inventories for steel sheets, used largely by manufacturers, are at low levels as domestic steelmakers continue to hold down supplies while manufacturing costs continue to rise, increasing the need for the steelmakers to boost product prices.

Meanwhile, demand for steel products used in construction remains lacklustre as many projects have been delayed due to labour shortages, logistics bottlenecks, and a shortage of other construction materials, the company said.
...

https://www.nasdaq.com/articles/tokyo-steel-to-raise-prices-…

[Oginvest]

Antwort auf Beitrag Nr.: 75.150.721 von Miraflor am 23.01.24 16:06:45

Für mich ist das hier kaufen... bei Gelegenheiten nachkaufen... langfristig wie bei Anglo/BHP/Rio/Vale... abwarten bis die China Nachfrage wieder ansteigen wird. 😉

[Miraflor]

Antwort auf Beitrag Nr.: 75.094.962 von Oginvest am 12.01.24 19:56:36

Moin Oliver,
bin jetzt bei POSCO wieder eingestiegen, nachdem ich im letzten Jahr mit einem netten Gewinn (leider zu früh) verkauft hatte.
Nach wie vor überzeugendes Geschäftmodel mit guten Zahlen. Wenn die Märkte (insbesondere China) wieder nach oben drehen, sollten sie (mit leichter Verzögerung) überproportional steigen.
We will see

[Oginvest]

Posco, Lithium South to jointly develop Hombre Muerto project

South Korea’s Posco and Canada’s Lithium South Development (TSXV: LIS) — a junior with a $39-million market cap — have signed an agreement for the joint development of the Hombre Muerto lithium project in the Argentine province of Salta.

As part of the deal, the partners will have a split claim on all brine produced at two of the Norma Edith and Viamonte blocks in Catamarca and Salta. This arrangement avoids a lengthy, costly, and uncertain legal undertaking, the companies said, as they both hold claims to the same ground but in different provinces.
...

https://www.northernminer.com/fast-news/posco-lithium-south-…

[Oginvest]

Posco Introduces Cutting-Edge System for Manufacturing High-Quality Lithium for Batteries

Posco Holdings, in collaboration with local secondary battery company W-Scope Korea, announced a significant breakthrough on Thursday, revealing the successful development of a crucial system essential for acquiring lithium hydroxide. This achievement represents a strategic advancement in Posco Holdings' efforts to establish a self-sufficient production process for battery-grade lithium hydroxide, reducing dependency on imported components.

Utilizing a membrane electrodialysis process, Posco Holdings has been producing battery-grade lithium hydroxide from lithium brine and ore. Previously, however, the company relied entirely on imported components for its membrane electrodialysis process. The newly developed membrane electrodialysis system is expected to result in cost savings for Posco Holdings while ensuring a stable supply of key components crucial to the lithium hydroxide production process.

The collaborative efforts between Posco Holdings and W-Scope Korea commenced in 2021, focusing on the development of their proprietary membrane electrodialysis system. With the completion of this development phase, W-Scope Korea will play a crucial role in providing essential components for the system, including membranes.

Although specific details regarding the cost savings resulting from the in-house electrodialysis system were not disclosed by Posco Holdings, the company revealed plans to initially implement the membrane electrodialysis system in its brine lithium plant in Argentina. This facility is projected to achieve an annual production capacity of 25,000 tons of lithium hydroxide upon completion in the first half of 2024.

Subsequently, the membrane electrodialysis system will be integrated into South Korea's first lithium hydroxide factory, situated within the Yulchon Industrial Complex in Suncheon, South Jeolla Province. This factory, owned by Posco-Pilbara Lithium Solution, commenced operations in the previous month and boasts an annual production capacity of 21,500 metric tons of lithium hydroxide, sourced from lithium ore imported from Pilbara Minerals in Australia.

Posco-Pilbara Lithium Solution has ambitious plans for expansion, intending to construct a second lithium hydroxide plant adjacent to the initial facility by 2024. This expansion aims to double the production capacity to an impressive 43,000 tons per year, reinforcing the Yulchon Industrial Complex as a prominent hub for lithium hydroxide production.

Posco Holdings clarified that while the membrane electrodialysis system will be applied to certain lithium hydroxide plants, other facilities may employ different processes. The diversity in production methods reflects the company's commitment to employing the most suitable technologies for each specific context.

Looking ahead, Posco Holdings has set an ambitious target of producing a combined 423,000 tons of lithium hydroxide, derived from lithium ores, brines, and other sources, by the year 2030. This vision underscores the company's dedication to meeting the growing demand for lithium hydroxide while contributing to the sustainable development of the energy storage industry.

https://www.chemanalyst.com/NewsAndDeals/NewsDetails/posco-i…

[Oginvest]

So nebenbei: Japan's Nippon Steel to buy U.S. Steel in $14.9 bln deal

Dec 18 (Reuters) - Japan's Nippon Steel (5401.T) clinched a deal on Monday to buy U.S. Steel (X.N) for $14.9 billion in cash, prevailing in an auction for the 122-year-old iconic steelmaker over rivals including Cleveland-Cliffs (CLF.N) and ArcellorMittal (MT.LU).

The deal price of $55 per share represents a 142% premium to Aug. 11, the last trading day before Cleveland-Cliffs unveiled a $35-per-share cash-and-stock bid for U.S. Steel.

Cleveland-Cliffs' move prompted U.S. Steel to launch a sale process. In a meeting of its board of directors on Sunday, U.S. Steel deemed Nippon's offer superior to a sale to Cleveland-Cliffs, which had raised its bid in the high $40-per-share range, the sources said.

The outcome is also a blow for ArcelorMittal, which Reuters has reported also pursued U.S. Steel. Nippon and ArcelorMittal own a plant in Alabama that produces steel sheet products by processing semi-finished products, or slabs, procured from local and overseas suppliers. They are also investing about $1 billion in an electric arc furnace.

The deal will help Nippon, the world's fourth largest steel maker, move toward 100 million tonnes of global crude steel capacity, while significantly expanding its production in the United States, where steel prices are expected to rise as automakers ramp up production following their recent deals with labor unions to end strikes.
...

https://www.reuters.com/markets/deals/japans-nippon-steel-pl…