UMICORE WKN: A2H5A3 ISIN: BE0974320526 Kürzel: UMI Forum: Aktien Thema: Hauptdiskussion

Heute den Aktionärsbrief von UMICORE erhalten. Bitter. Reduktion der Dividende (war zu erwarten) und Rücknahme der Prognose von Februar. Mal sehen, wie der Titel reagiert. „COVID-19 impact on Umicore’s operations While Umicore’s activities were off to a strong start this year, the virus outbreak caused a serious slowdown in Umicore’s automotive catalyst and battery materials activities in Asia at the time of the Lunar New Year holidays and in the following weeks. Demand and production levels for both automotive catalysts and battery materials in Asia are now gradually picking up. However, as the contagion of the virus spread to the rest of the world, the automotive industry has been forced to shut down most of its assembly lines outside Asia, in many cases for an undefined period of time. Until automotive OEMs restart production again, Umicore is temporarily shutting down most of its catalyst production capacity outside Asia and is resorting to temporary unemployment where applicable. Umicore has adjusted the inflow of raw materials accordingly and is reducing other costs. The Hoboken plant, together with the majority of Umicore’s other recycling facilities, is continuing operations. In response to the changed business context, Umicore is also delaying certain capital expenditures programs. Strong funding structure in place Umicore has a strong balance sheet and ample liquidity with € 1 billion of immediate cash availability, of which approximately half is cash on balance sheet and the other half corresponds to the unused portion of its committed syndicated loans. In addition, Umicore has well over € 0.5 billion of unused, uncommitted credit lines with its core relationship banks. Next to significant liquidity, Umicore has a well-balanced debt structure with no material maturities prior to 2023 and has ample headroom compared to its credit covenants. In recent years it secured € 1.1 billion of medium- and long-term, fixed-rate private placement debt with a phased maturity profile between 2023 and 2031. Its two syndicated loan facilities from a total of twelve banks expire in 2022 and 2025. Decision to reduce the dividend in respect of the full year 2019 As a matter of prudence and in light of the extreme unpredictability of the global situation, Umicore’s Board of Directors has decided to propose a dividend of € 0.375 per share in respect of the full year 2019. This proposal replaces the proposal initially made on 7 February 2020 of € 0.75 per share and corresponds to the amount of the interim dividend of € 0.375 per share which was already paid out on 27 August 2019. This decision is also to be seen as a way for Umicore’s management and Board of Directors to share the efforts among its stakeholders. Umicore will assess the appropriate amount to be returned to shareholders in 2020 once it gains more clarity around the full impact of COVID-19. Withdrawal of full year 2020 outlook provided in February 2020 Results in the first two months of 2020 were well ahead of the prior year. However, the magnitude and the duration of the impact of COVID-19 are presently highly uncertain and the situation is evolving rapidly with many automotive customers shutting down their operations for an undetermined period of time. Hence, it is impossible at present to predict its full impact on the automotive market and Umicore’s activities. Umicore therefore withdraws the outlook given on 7 February 2020 which guided for growth in revenues and earnings for the full year 2020 as it assumed at that time that the virus outbreak would not result in a protracted or material effect on the economy in 2020. Umicore is monitoring the situation closely and will continue to respond as required to help safeguard its people and help contain the spread of the pandemic, while adjusting its operations and preserving its cashflows. Umicore will provide further updates at the time of its AGM which will be held on 30 April 2020. „

Ist schon bitter, was im Moment abgeht an den Börsen...

Ja, wenigstens das. Aber es interessiert im Moment niemanden.... Leider

Die nutzen auch die Chance und kaufen

https://www.globenewswire.com/news-release/2020/03/10/1997710/0/en/Umicore-Acquisition-of-own-shares.html

https://www.globenewswire.com/news-release/2020/02/24/1989447/0/en/Umicore-Transparency-notification-by-BlackRock-Inc.html

Hab hier jetzt erstmal Kasse gemacht, weil es mein größter Posten war. Ein paar Stücke behalte ich natürlich und werde bei Gelegenheit wieder reingehen

https://cleantechnica.com/2020/02/20/audi-umicore-work-on-ev-battery-recycling/

Steigt schon wieder

Okay. Danke.

Das mit den kräftigen Schwankungen nach unten wie nach oben ohne News oder nachvollziehbare Gründe habe ich schon oft erlebt. Infos von Umicore selbst oder auch sonst im Internet sind für die Größe des Unternehmens leider sehr spärlich. Muss man wohl mit klarkommen, langfristig sehe ich die Entwicklung positiv.

Na wenn sie mal fällt dann wohl richtig. Finde keine News. Dann vielleicht doch Nachwirkungen der Zahlen. Hoffe nur kurzfristig.

Umicore bleib ich langfristig optimistisch

Bleibst du für umicore kurzfristig optimistisch (z.B. Heute nachkaufen)?

Komischer Tag heute für mein Depot. Was B2gold, plug und Sixt nach Norden gehen, machen Bausch, Umicore und VOW asa parallel wie aus dem nichts zu nichte.

Nennenswert...gute Frage aber prinzipiell klar da sie ja das Recyclingmaterial haben...bei Minen bin ich mir ausm Kopf nicht sicher