$センチュリー アルミニウム カンパニー(CENX.US)$ So moving forward, solar energy is gonna be pretty big. 2026 Homeowners will be able to write off the cost of setup and installation for solar panels. Free installation is pretty huge since that was the whole barrier to begin with. Anyways, all those solar panels use a shit ton of aluminum on account of its reflictivity. That's just onee area that will see a big increase in demand for aluminum. As the lies and corruption surrounding plastics come out, there will be ...
Shareholders should be cautious due to the company's high debt levels and deficit exceeding its market capitalization. The company's falling revenue, EBIT loss, significant liabilities, and negative free cash flow of US$71m over the last twelve months make it risky.
Century Aluminum's robust revenue growth and insider share purchases hint at future prospects. Improvement seen as it delivers better five-year return compared to last year. However, investment risks remain relevant.
$アルミニウム(2407)(ALImain.US)$prices have shown a tentative upward trend since mid-August. Towards the end of the year, concerns about possible aluminum supply shortages in the coming year, coupled with the expectation that the Fed's aggressive rate hikes are coming to an end, have once again bolstered aluminum prices. According to Goldman Sachs analysts, aluminum prices could...
The significant deficit in the balance compared to the company’s worth, negative EBIT, falling revenues, and negative free cash flow make Century Aluminum a risky consideration for investors.
Gainers: •$ナショナル シネメディア(NCMI.US)$+17.9% (AMC discloses 6.8% stake in NCMI) •$マグナチップセミコンダクター(MX.US)$+14.8% (report that private equity firms including Carlyle Group (CG) will bid for the company) •$ディーローカル(DLO.US)$+13.7% (In reaction to earnings) •$シリウスポイント(SPNT.US)$+8.2% (Chairman and CEO resigns to pursue other opportunities) •$ビヨンド エア(XAIR.US)$+6.4% (presents positive study update from the at-home LungF...
14
1
3
報告
dk moo :
Good looking well run company $Hope Bancorp (HOPE.US)$ . Took a hit during SVB drama but coming back. Ex-Dividend Date 8/2 on 5.26%
$NYダウ(.DJI.US)$$S&P 500 Index(.SPX.US)$$Nasdaq Composite Index(.IXIC.US)$The U.S. and the European Union have announced a deal at the G20 summit in Rome to ease U.S. tariffs on steel and aluminum totaling more than $10B of E.U. exports each year, removing one of the most significant trade disputes from the Trump administration's levies imposed in 2018. U.S. Commerce Secretary Gina Raimondo said the arrangement will maintain the tariffs but allow limited amounts of European imports to enter the U.S. free from tariffs while the E.U. will drop retaliatory tariffs. U.S. officials said the deal will ensure that steel entering the U.S. from Europe is entirely produced in Europe. American Iron and Steel Institute head Kevin Dempsey said the agreement will "prevent another steel import surge that would undermine our industry." ETFs:$ヴァンエック・鉄鋼ETF(SLX.US)$,$Barclays Bank Plc Ipath Ser B Blmbrg Alumi Subindx Tr Etn(JJU.US)$ Potentially relevant steel and aluminum tickers include$ユナイテッド ステーツ スチール(X.US)$,$ニューコア(NUE.US)$,$クリーヴランド・クリフス(CLF.US)$,$リライアンス(RS.US)$,$アルセロール・ミタル(MT.US)$,$スチール ダイナミクス(STLD.US)$,$アルコア(AA.US)$,$センチュリー アルミニウム カンパニー(CENX.US)$ The deal was praised by$ハーレー ダビッドソン(HOG.US)$, one of the U.S. companies that was hit hardest by E.U. retaliatory tariffs;$リーバイ ストラウス A(LEVI.US)$jeans and bourbon whiskey were among other targets of the retaliatory measures. Climate change is another focus of the summit, which will set the tone for global talks on climate in Glasgow, Scotland, that immediately follow the Rome meeting.
20
6
2
報告
Kieron Morley :
The only reason Trump got on Europe's case was the Chinese started to dump their subsidized surpluses through Europe once Obama raised steel tariffs on China in early 2016 (yes Obama started the tariff war with China not Trump). Note the part of the agreement that ensures European Steel is made in EUROPE. This is why that's in there.
William Paul :
The people who are promising that no steel from China gets imported via this are the same people who assured everyone of the orderly withdrawal from Afghanistan. US manufacturing gets the shaft of course, as usual. Harley Davidson sells what, 5-10% to EU? Joe from Scranton Building Back Better.
センチュリー アルミニウム カンパニーに関するコメント
So moving forward, solar energy is gonna be pretty big. 2026 Homeowners will be able to write off the cost of setup and installation for solar panels. Free installation is pretty huge since that was the whole barrier to begin with.
Anyways, all those solar panels use a shit ton of aluminum on account of its reflictivity. That's just onee area that will see a big increase in demand for aluminum.
As the lies and corruption surrounding plastics come out, there will be ...
In reaction to earnings/guidance:
• $コムテック テレコミュニケーションズ(CMTL.US)$ +2.1%, $マイクロン テクノロジー(MU.US)$+1.5%
Other news:
• $アミリックス ファーマシューティカルズ(AMLX.US)$ +9.3% (receives FDA approval for Relyvrio)
• $レディ・キャピタル(RC.US)$ +4.9% (increases share buyback authorization by $25 mln)
• $Blue Apron(APRN.US)$ +2.5% (CFO to resign)
• $フルアー(FLR.US)$ +2.3% (US Dept of Energy extends Fluor-led Savannah River contract)
• $イミュニアリング A(IMRX.US)$ +1.6% (re...
• $ナショナル シネメディア(NCMI.US)$ +17.9% (AMC discloses 6.8% stake in NCMI)
• $マグナチップセミコンダクター(MX.US)$ +14.8% (report that private equity firms including Carlyle Group (CG) will bid for the company)
• $ディーローカル(DLO.US)$ +13.7% (In reaction to earnings)
• $シリウスポイント(SPNT.US)$ +8.2% (Chairman and CEO resigns to pursue other opportunities)
• $ビヨンド エア(XAIR.US)$ +6.4% (presents positive study update from the at-home LungF...
• $グレート・アヤックス(AJX.US)$ : Compass Point Upgrades to Buy from Neutral - PT $16 (from $11)
• $エアロバイロメント(AVAV.US)$ : RBC Capital Upgrades to Outperform from Sector Perform - PT $100 (from $95)
• $カーディナルヘルス(CAH.US)$ : Evercore ISI Upgrades to Outperform from In Line - PT $68 (from $55)
• $セレクティス(CLLS.US)$ : Baird Upgrades to Outperform from Neutral - PT $10
• $クーパー(COO.US)$ : Citigroup Upgrades to Buy from Neutral
• $エンデバー グループ A(EDR.US)$ : Goldman...
U.S. Commerce Secretary Gina Raimondo said the arrangement will maintain the tariffs but allow limited amounts of European imports to enter the U.S. free from tariffs while the E.U. will drop retaliatory tariffs.
U.S. officials said the deal will ensure that steel entering the U.S. from Europe is entirely produced in Europe.
American Iron and Steel Institute head Kevin Dempsey said the agreement will "prevent another steel import surge that would undermine our industry."
ETFs: $ヴァンエック・鉄鋼ETF(SLX.US)$, $Barclays Bank Plc Ipath Ser B Blmbrg Alumi Subindx Tr Etn(JJU.US)$
Potentially relevant steel and aluminum tickers include $ユナイテッド ステーツ スチール(X.US)$ , $ニューコア(NUE.US)$ , $クリーヴランド・クリフス(CLF.US)$ , $リライアンス(RS.US)$ , $アルセロール・ミタル(MT.US)$ , $スチール ダイナミクス(STLD.US)$ , $アルコア(AA.US)$ , $センチュリー アルミニウム カンパニー(CENX.US)$
The deal was praised by $ハーレー ダビッドソン(HOG.US)$, one of the U.S. companies that was hit hardest by E.U. retaliatory tariffs; $リーバイ ストラウス A(LEVI.US)$ jeans and bourbon whiskey were among other targets of the retaliatory measures.
Climate change is another focus of the summit, which will set the tone for global talks on climate in Glasgow, Scotland, that immediately follow the Rome meeting.
まだコメントはありません