Endelig underskrift i dag eller i morgen av salget av Alunorte .( Betaling i år gir Exord utbytte i år ?)

Kapital markedsdag :
I tråd med utbyttepolitikken
og måltall for kapitalstrukturen, tar Hydro sikte på å dele ut 50-60 prosent av
justert resultat etter skatt for 2023 til aksjonærene.

17:06|TDN Direkt
Hydro har fullført salg av eierandeler i brasiliansk aluminiumraffineri
Hydro har fullført transaksjonen på 1,11 milliarder dollar for salg av 30 prosent eierandel i det brasilianske aluminaraffineriet Hydro Alunorte og Hydros eierandel på 5 prosent i bauksittprodusenten Mineracão Rio do Norte (MRN), samt Vales eierandel på 40 prosent i MRN.

Det fremgår av en melding fredag.

Kan vi forvente 2 kr i ekstra utbytte ? Blir en halv milliard mindre norske kroner pga lavere dollar kurs.

2 kr er ca 5 milliarder

Hydro&Volvo,net zero transportation👍

Forstod ikke helt. Du må legge med denne 🎅 👍
https://www.hydro.com/en/media/news/2023/hydro-and-volvo-group-join-forces-to-accelerate-net-zero-transportation/

Det var en julerebus,grattis du løste den😉

👍😅 ta med denne og. Her ble alt avslørt.
https://www.finansavisen.no/energi/2023/12/02/8066736/hydro-inngar-klimasamarbeid-med-volvo

E ikke måte på, og på en lørdag :-)

Nhy blir holdt nede. Meglerhusa som ikke har gjort leksa si, prøver å lure småfolket til å selge. Er nå "eventyret" starter. Kinamann og Rusland er borte. Straffetoll på høykarbon Alu. Nhy vil få en form for monopol på lavkarbon Alu i den vestlige verden. Som igjen er forenelig med gode marginer. Vil se den bilprodusenten som våger å produsere med høykarbon aluminium etter hvert.

Det bør også innføres mindre engangsavgifter for biler som er produsert av miljøvennlige produkter for å stimulere til mersalg. Skal ikke så mye til så blir dette en snakkis blant folk.

Ja, alt er relativt opp mot stimulering av det grønne skiftet. Men NHY er i en unik possisjon der de har ett produkt som "selger seg selv" ;-))

https://www.hydro.com/en/media/news/2023/hydro-wins-changemaker-recognition-at-cop28-as-zero-emission-halzero-project-reaches-new-milestone/

Tja. Investtech har NHY på "hold deg borte"-lista. Ellers er alupris nå på nivå som kun forsvarte 57-58 kroner siste den var der for rundt 6 uker siden.
Får vi en klassisk hydroskrell anytime?

Er så "glad" denne Aluprisen får mindre og mindre betydning for Nhy ;-)

Er Circushesten på vei inn i manesjen?

Jøss, en oppgradering...

Oslo (Infront TDN Direkt): Morgan Stanley høyner kursmålet på Norsk Hydro til 89 kroner pr aksje, fra 86 kroner, ifølge Reuters torsdag.

TDN Direkt finans@tdn.no Infront TDN Direkt, +47 21 95 60 70

Selv er jeg spent på effekten av strømprisene på resultatet i Q4.

Låner vell ut shortaksjer med denne oppgraderingen. ( stoler ikke på disse krypa)

Nå kan den vende👍

Må jo snu opp efter Marked dag der Nhy guida så det holder

Pos strokes på løpende bånd drar indexen alene👍
Jp Morgan overvekter pt.

Det er fremdeles et stykke opp til 89 eller deromkring, får håpe på po strokes..

Var snakk om Nhy burde dele opp selskapet for å synlig gjøre verdiene i selskapet. Noen som har innblikk i slikt ?

Mer av slikt vil vel komme nå .. tilbakekjøp av aksjer .. diversifisering/ reinvestering i profilAl.. utvikler av ny framstillingsmetode..osv

Tirsdag06:52
DEL
JP Morgan oppgraderer Norsk Hydro-aksjen
JP Morgan oppgraderer Norsk Hydro til en overvekt fra tidligere undervekt, skriver Infront TDN og viser til Reuters tirsdag.

Infront TDN Direkt
07. desember08:37
DEL
Morgan Stanley øker Hydro-kursmål
Morgan Stanley høyner kursmålet på Norsk Hydro til 89 kroner per aksje, fra 86 kroner, ifølge Reuters torsdag.

Alcoa Corporation (AA)
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Aluminium - (MAL3)
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09:02:42

Alcoa Corporation (AA)
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28.55+2.56 (+9.83%)
As of 09:33AM EST. Market open.

Over 10% opp nå.

Samtidig fortsetter den enorme handelen i sluttauksjonen for NHY. Enda ikke forstått hvorfor den skiller seg så mye ut sammenlignet med andre med tanke på dette.

12,% hu hei hvor det går.

Stiger vel såpass mye siden dollarkursen svekkes. For Hydro er dette motsatt effekt men ikke veldig mye. Bør få kurs på 67 imprgen

2,212.00
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Voldsom stigning på Alcoa. Over 15 % like før stengetid. Hva skjer ?

23% de to siste dager. Dyrt å kjøpe egne aksjer for Nhy framover

23%?

Alcoa opp 8% på ons og 15% tor :-)

Citi kutter anb. til neutral. PT NOK 71

Drit nå i Citi

Aluminium - (MAL3)
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Et stykke frem til 71 enda..

26% på tre dager

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

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...

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

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

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

Du blir kongen på haugen med det ferske fair price nivået

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.

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....

Disse vil ikke gi seg


Alcoa Corporation (AA)
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Hehe EU kjøper Alu av Rusal og Ukraina bomber i hue igjen

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

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