Ferroglobe, Roh-Silizium Lieferant für die PV

Man könnte diese Aktie spekulativ kaufen, kurz bevor der Polysilizium Preis wieder anzieht.
Ferroglobe hat in allen relevanten Absatzregionen (EU, Südafrika, USA) Quarz-Minen und Siliziummetall-Hütten mit firmeneigener Graphitelektroden-Versorgung über China-JV.
Dazu noch eine innovative Methode zur günstigsten Polysilizium-Schmelze erfunden, dem Rohmaterial für multikristalline Solarzellen und Vorprodukt von Mono-Si.
Vllt eine interessante Alternative zu Stahlaktien wie USA Steel (X) oder AkSteel (AKS)?

Dieser Wert ist definitiv ein Kauf wenn die Solarwirtschaft rock-solid anlauf nimmt.

MfG

heftiger Gewinneinbruch

investor.ferroglobe.com/news-releases/...ts-third-quarter-2018

könnte günstige kaufkurse sein ...

mfg

seekingalpha.com/article/4226388-ferroglobe-slumped-now

Ferroglobe verkauft non-core-assets

investor.ferroglobe.com/news-releases/...ts-and-standard-poors

Ferroglobe meldet Zahlen für 2018

• Q4/18 Umsatz ~604 Mio. $
  
• Q4/18 Verlust 15 Mio. $
  
• 2018 Umsatz 2,27 Mrd. $
  
• 2018 Gewinn 83 Mio. $
  
• EPS 0,28$
  
• verschlechterte Aussichten im Hinterkopf behalten
  

investor.ferroglobe.com/news-releases/...er-and-full-year-2018

Ferroglobe meldet Zahlen für Q1/19

• Umsatz 457 Mio. $
  
• Verlust 29 Mio. $
  
• Cash 217 Mio. $
  
• MK 212 Mio. $
  

“Our Q1 results reflect a significant market downturn continuing into 2019. We have reacted swiftly, maintaining our cash position at $217 million, reducing our net debt and reaching a final agreement to divest non-core assets for $190 million,” said Pedro Larrea, CEO of Ferroglobe. “We continue to focus on deleveraging the company, with a target of reaching a net debt level below $200 million, and we have made significant progress in replacing our current RCF with a structure that eliminates leverage-based financial covenants.”

investor.ferroglobe.com/news-releases/...quarter-results-2019

Ferroglobe meldet Zahlen für Q2/19

• Umsatz 409 Mio. $
  
• Verlust 44 Mio. $
  
• Cash 188 Mio. $
  
• MK 130 Mio. $
  
• EKQ 35%
  

"Ferroglobe is making progress in pursuing financing alternatives and other opportunities to improve its capital structure. The terms, timing and structure of such transaction(s) will depend on market conditions and ongoing discussions in the coming weeks. The Company is targeting closing this refinancing around the end of Q3 2019.

To reduce corporate overhead costs and optimize operations, the Company is moving its headquarters from London (U.K.) to Madrid (Spain).  This move – expected to conclude in Q4 2019 - will consolidate key corporate functions in a single location, enhancing efficiency and management effectiveness in a lower cost environment.

To improve its production platform and release working capital, the Company has idled its silicon metal production facility at Polokwane (South Africa) and restarted one furnace at Sabon (Spain), reducing annual production capacity by 39,000 tons"

investor.ferroglobe.com/news-releases/...quarter-results-2019

investor.ferroglobe.com/news-releases/...des-corporate-update

weil vllt die londoner bankster nur den scheiß loswerden wollten... über die börse vergoldet... ich war schon damals skeptisch ob der alten industrieanlagen vor allem in den usa... sieht echt nach schrottverwertung aus, diese aktie.
dagegen sieht elkem stabiler aus - vllt wegen chin. investoren?
mfg

Die nächsten Quartalszahlen werden am 3. Dezember veröffentlicht.

Zahlen für Q3/19

• Umsatz 382 Mio. $
  
• Verlust 140 Mio. $
  
  • davon 174 Mio. $ Impairment
    
• MK 111 Mio. $
  

" On October 11, 2019, Ferroglobe completed the closing of a new five year $100 million North American asset-based revolving credit facility (“ABL”), replacing the Company’s revolving credit facility (“RCF”). The replacement of the RCF marks an important step in the Company’s overall strategy to de-risk the balance sheet. The new ABL has no leverage-based or financial-based covenants and offers reduced liquidity requirements as compared to the prior RCF, thereby enhancing the Company’s flexibility. "

investor.ferroglobe.com/news-releases/...quarter-results-2019

Zahlen für Q4/19

• Umsatz 364 Mio. $
  
• Verlust 75 Mio. $
  

investor.ferroglobe.com/news-releases/...r-and-full-year-2019

Was steckt hinter dem Ausreißer nach oben?

seekingalpha.com/news/...o-include-potential-recapitalization

neues 52 WH