ich würde zumindest bis zum Anfang Juli mit einer Investition bei Arrium warten, die Aktie ist ja günstig, aber es könnte noch günstiger werden. Lies das durch... du machst natürlich, wie du möchtest, letztendlich geht es um dein Geld :-)
"The business is now targeting an average cash breakeven price for FY16 of ~US$50/dmtii, (Platts 62% Fe CFR China), which at current prices would deliver an average contribution of ~A$16/dmtiii for the financial year.
This includes targeting an FOB loaded cash costiv of ~US$26/wmt (~A$35/wmt) and a total CFR into China cash cost including capital expenditure of US$45/dmt (~A$59/dmt)v in FY16.vi This includes a significant reduction in planned capital expenditure to US$5/t (~A$6/t)vii, down ~A$70 million from its prior FY16 target of A$13/t. Targeted sales for FY16 are 9 – 10 million tonnes, with grade for these sales expected to average ~58.5% Feviii. Further reductions in capital expenditure are planned post FY16, decreasing the business’ capital expenditure plan for FY16 – FY19 by ~$140 million.
The reduction in capital expenditure is expected to result in lower sales volumes of approximately 6 – 8Mtpa in FY17 – FY19ix, however the business retains the flexibility to increase capital expenditure (exploration, capitalised waste and stripping) and sales volumes subject to the external environment.
Underlying Earnings Before Interest, Tax, Depreciation and Amortisation (EBITDA) for the year ending 30 June 2015 is expected to be between $335 million and $350 millionx. This includes stronger underlying earnings in the second half from both Mining Consumables and Steel, as well as the impact of lower iron ore prices in Mining.
In February, Arrium stated that it expected Group underlying earnings for the second half of FY15 to be greater than the first halfxi assuming prevailing iron ore prices and exchange rates continued through the balance of this financial year. Notwithstanding recent modest improvements in iron ore prices, the lower Group earnings expectation for the second half simply reflects the substantial deterioration in average iron ore prices since the February announcement."
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