Cement Company?

[Dr_Who]

Any good cement company that are listed in Aussie?

Esp interested in cement aussie company that exports.

[AMR]

I believe Boral may be involved in cement production.

[Dr_Who]

Are there any pure cement company?

[macduffy]

Are there any pure cement company?

Adelaide Brighton -ABC.

[Dr_Who]

Adelaide Brighton -ABC.

Thanks MD. Will do some research in the company.

[Huang Chung]

No listed pure cement companies on the ASX, but Adelaide Brighton is probably the closest you'll get.

[lakedaemonian]

Are there any pure cement company?

CEMEX NYSE= CX

[Sideshow Bob]

Why the interest Doc?

[macduffy]

Are there any pure cement company?

Hi doc.

You may be interested to hear that ABN Amro have upgraded their recommendation on ABC from Hold to Buy with a target of $2-40.

[Dr_Who]

ABC is looking good.

The huge infrastructure stimulus will benefit these firms.


disc: shareholder

[macduffy]

You will have seen this, doc?

http://www.theaustralian.news.com.au/business/story/0,28124,25437116-643,00.html

[Dr_Who]

Yeah, I have Mcduffy. Thanks.

I bought more shares today cos the Boral overhang of stock is out of the way which should give the sp a boost in a few days or so. Would be more interesting to see who bought Boral's stake.

[Joshuatree]

Took a punt on ABC AdBri (Adelaide Brighton) yest. S/P drop seems way overdone, 25% drop to $2.35.50 year contracts with Alcoa not being continue in 2021. Increasing comp from

Download Document

(https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4Q24z hj2v%2FZ7%2FLFiGug%3D)Download Document (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4Qy6y xTzv%2FZ7%2FLFiGug%3D)OUTLOOKPROJECTIONS


https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/59c70cab-d2a6-4de1-8dca-b8560d214632 https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/ef4c4b99-5b06-449e-b6d9-213a15c2f49d250
200
150
100
50


RESIDENTIAL APPROVALS (000’S)

80
70
60
50
40
30
20

ENGINEERING WORK DONE (EX MINING) ($B)


https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/192db52f-fa4c-4bfe-8905-e0a2de451c45 https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/3750a0a9-00c3-4e7a-ade2-6b32c4e6f3fc https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/911d9e8c-f500-472a-af47-f32d41f468800
2018 2019* 2020* 2021* 2022* 2023* 2024* 2025* 2026*

2015 2016 2017 2018 2019* 2020* 2021* 2022* 2023* 2024* 2025* 2026* *Forecast


Detatched Multi


https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/10c0481e-9647-4ef2-b43f-e12e55d88f49 https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/53d41053-0e6e-4333-8733-78baf975d35c*Forecast

Source: Macromonitor, ‘Australian Construction Outlook 2019’




Long-term outlook remains strong


› Residential approvals continue to be challenging in near- term

› Access to finance and confidence remains low but is expected to improve in 2021

› Long-term outlook for population growth, which will drive the demand for residential and infrastructure construction, remains strong, particularly on the eastern seaboard of Australia.
Source: Macromonitor





Pipeline of infrastructure investment


› Pipeline of infrastructure work supports long-term demand for construction materials

› Strong support across levels of government for investment

› Timing of commencement and spend rate of projects difficult to predict
Source: Macromonitor





Infrastructure spending continues


› Infrastructure spending expected to remain at substantially elevated levels for more than five years

› Significant number of projects have either commenced or are in the planning stages, with bipartisan support for investment across all tiers of government
Source: Macromonitor






https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/8c2dff8e-0d5f-4b8d-8493-2274a1038bb0https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/9ca4123e-fe91-46ae-852d-ab9c2a5e27e129

Adelaide Brighton | Results presentation for the year ended 31 December 2019


Projected inflection point




OUTLOOK
PROJECTIONS
OUTLOOK FOR GOLD

VALUE OF MINING WORK DONE ($B)

WA ALUMINA PRODUCTION AND PRICE


30 25 20 15 10


https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/b270f61d-a881-4b8b-b411-f9d19db88d88 https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/25403261-f82a-4b68-8132-9eacd7c059c7https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/17e43041-6b41-4fee-98f2-1bb280ce84685
0
2018 2019* 2020* 2021* 2022* 2023* 2024* 2025* 2026*
*Forecast


Price for gold and nickel supports growth



Improved mining investment



Stable outlook for Alumina





› Pricing for gold remains at historic highs, particularly in AUD terms

› Nickel price recovering with strong outlook for WA production

› Activity in sector looks to support further demand for cement and lime, particularly in WA
Source: Department of Industry, Science, Energy and Resources Resource and Energy Quarterly, December 2019






› New mining investment will begin following 2019, driven by iron ore and gold production capacity expansion

› Growth outlook is strong in our key markets of Western Australia and the Northern Territory over the long-term.

› The Group’s Western Australian and Northern Territory operations, deliver key contributions to the Group’s profitability and have remained robust through the cycle, supported by a low cost and competitive resources sector.
Source: Macromonitor






› Projections for Alumina volumes are stable

› Low cost Australian operations well placed to weather recent decline in price which is expected to stabilise
Source: Department of Industry, Science, Energy and Resources Resource and Energy Quarterly, December 2019





https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/e752fdff-3d90-4fe1-8bca-d4550ed97319https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/a9f8a3d0-4198-496b-b25b-df4e2a23fe9230

Adelaide Brighton |

Results presentation for the year ended 31 December 2019




OUTLOOK
2020 MARKET OUTLOOK


Competitive pressures and subdued construction markets in 2020
Mining sector demand expected to grow again, driven by demand from new gold and nickel projects



› WAmarketforcementandlimeexpectedtogrowin2020driven byresources sector demand. New gold and nickel projects improve outlook for lime and cement.

› EarlysignsofrecoveryinQldmarket,drivenbyresourcesa ndconstruction activity. However, increased market capacity in both cement and concrete will impact pricing. Sunstate volumes will be impacted by our joint venture partner settling supply agreements with third parties.

› SAcementmarketrebasedfollowingentryofimportcompeti tion,withprices stabilising in 2H19. Underlying demand expected to be marginally lower following completion of infrastructure projects.

› NSWresidentialdemandrecoverynotexpecteduntil2021

› Vicstableasaresultofcurrentinfrastructureprojects, combinedwithdemand from the industrial and commercial sectors

› Improvedpenetrationintoinfrastructureprogressing,h oweverprojecttiming means no immediate addition to volumes until 2021.

› NTtodeclinemarginallyfollowingcompletionofprojects

› Costpressuresremain,withanticipatedincreasetocosts of$20millionoffsetby cost-out program savings in 2020 of $30 million which remain on target

[whatsup]

CEMEX NYSE= CX

CX bought CSR's cement company RINKER 10 + years ago but ever since its been a down ward slope, total disaster IMO.

[Joshuatree]

Took a punt on ABC AdBri (Adelaide Brighton) yest. S/P drop seems way overdone, 25% drop to $2.35.50 year contracts with Alcoa not being continue in 2021. Increasing comp from

Download Document

(https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4Q24z hj2v%2FZ7%2FLFiGug%3D)Download Document (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4Qy6y xTzv%2FZ7%2FLFiGug%3D)OUTLOOKPROJECTIONS


https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/59c70cab-d2a6-4de1-8dca-b8560d214632 https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/ef4c4b99-5b06-449e-b6d9-213a15c2f49d250
200
150
100
50


RESIDENTIAL APPROVALS (000’S)

80
70
60
50
40
30
20

ENGINEERING WORK DONE (EX MINING) ($B)


https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/192db52f-fa4c-4bfe-8905-e0a2de451c45 https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/3750a0a9-00c3-4e7a-ade2-6b32c4e6f3fc https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/911d9e8c-f500-472a-af47-f32d41f468800
2018 2019* 2020* 2021* 2022* 2023* 2024* 2025* 2026*

2015 2016 2017 2018 2019* 2020* 2021* 2022* 2023* 2024* 2025* 2026* *Forecast


Detatched Multi


https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/10c0481e-9647-4ef2-b43f-e12e55d88f49 https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/53d41053-0e6e-4333-8733-78baf975d35c*Forecast

Source: Macromonitor, ‘Australian Construction Outlook 2019’




Long-term outlook remains strong


› Residential approvals continue to be challenging in near- term
› Access to finance and confidence remains low but is expected to improve in 2021
› Long-term outlook for population growth, which will drive the demand for residential and infrastructure construction, remains strong, particularly on the eastern seaboard of Australia.
Source: Macromonitor




Pipeline of infrastructure investment


› Pipeline of infrastructure work supports long-term demand for construction materials
› Strong support across levels of government for investment
› Timing of commencement and spend rate of projects difficult to predict
Source: Macromonitor




Infrastructure spending continues


› Infrastructure spending expected to remain at substantially elevated levels for more than five years
› Significant number of projects have either commenced or are in the planning stages, with bipartisan support for investment across all tiers of government
Source: Macromonitor





https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/8c2dff8e-0d5f-4b8d-8493-2274a1038bb0https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/9ca4123e-fe91-46ae-852d-ab9c2a5e27e129

Adelaide Brighton | Results presentation for the year ended 31 December 2019


Projected inflection point




OUTLOOK
PROJECTIONS
OUTLOOK FOR GOLD

VALUE OF MINING WORK DONE ($B)

WA ALUMINA PRODUCTION AND PRICE


30 25 20 15 10


https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/b270f61d-a881-4b8b-b411-f9d19db88d88 https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/25403261-f82a-4b68-8132-9eacd7c059c7https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/17e43041-6b41-4fee-98f2-1bb280ce84685
0
2018 2019* 2020* 2021* 2022* 2023* 2024* 2025* 2026*
*Forecast


Price for gold and nickel supports growth



Improved mining investment



Stable outlook for Alumina





› Pricing for gold remains at historic highs, particularly in AUD terms
› Nickel price recovering with strong outlook for WA production
› Activity in sector looks to support further demand for cement and lime, particularly in WA
Source: Department of Industry, Science, Energy and Resources Resource and Energy Quarterly, December 2019






› New mining investment will begin following 2019, driven by iron ore and gold production capacity expansion
› Growth outlook is strong in our key markets of Western Australia and the Northern Territory over the long-term.
› The Group’s Western Australian and Northern Territory operations, deliver key contributions to the Group’s profitability and have remained robust through the cycle, supported by a low cost and competitive resources sector.
Source: Macromonitor






› Projections for Alumina volumes are stable
› Low cost Australian operations well placed to weather recent decline in price which is expected to stabilise
Source: Department of Industry, Science, Energy and Resources Resource and Energy Quarterly, December 2019





https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/e752fdff-3d90-4fe1-8bca-d4550ed97319https://www.sharetrader.co.nz/blob:https://www.sharetrader.co.nz/a9f8a3d0-4198-496b-b25b-df4e2a23fe9230

Adelaide Brighton |

Results presentation for the year ended 31 December 2019




OUTLOOK
2020 MARKET OUTLOOK


Competitive pressures and subdued construction markets in 2020
Mining sector demand expected to grow again, driven by demand from new gold and nickel projects



› WAmarketforcementandlimeexpectedtogrowin2020driven byresources sector demand. New gold and nickel projects improve outlook for lime and cement.
› EarlysignsofrecoveryinQldmarket,drivenbyresourcesa ndconstruction activity. However, increased market capacity in both cement and concrete will impact pricing. Sunstate volumes will be impacted by our joint venture partner settling supply agreements with third parties.
› SAcementmarketrebasedfollowingentryofimportcompeti tion,withprices stabilising in 2H19. Underlying demand expected to be marginally lower following completion of infrastructure projects.
› NSWresidentialdemandrecoverynotexpecteduntil2021
› Vicstableasaresultofcurrentinfrastructureprojects, combinedwithdemand from the industrial and commercial sectors
› Improvedpenetrationintoinfrastructureprogressing,h oweverprojecttiming means no immediate addition to volumes until 2021.
› NTtodeclinemarginallyfollowingcompletionofprojects
› Costpressuresremain,withanticipatedincreasetocosts of$20millionoffsetby cost-out program savings in 2020 of $30 million which remain on target







Alcoa faces wrath of WA government over Adbri snubwww.afr.com › Companies › Manufacturing (https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&cad=rja&uact=8&ved=2ahUKEwjS0ODtqrfqAhX78HMBHQe5AzYQFjAAegQIBhAB&url=https%3A%2F%2Fwww.afr.com%2Fcompanies%2Fmanufa cturing%2Falcoa-faces-wrath-of-wa-government-over-adbri-snub-20200705-p5593a&usg=AOvVaw1Fe_adwLyjuDbNyVj9R4-E)

s/p still dropping atp. DYOR

[Joshuatree]

MMMH. Not good for ABC and their munster lime plant

https://businessdesk.co.nz/article/b...e5Mqyu4qguQDiI (https://businessdesk.co.nz/article/brian-gaynor-backdoor-listing-no-8-chris-castle?utm_source=facebook&utm_medium=social&utm_campaign=gaynor-castle&audience_name=BRIAN+GAYNOR%3A+Chris+Castle%2C+who+ has+been+involved+with+NZX+companies+for+nearly+45 +years+with+little+success%2C+is+participating+in+ another+complex+backdoor+listing.%0A%0Ahttps%3A%2F %2Fbusinessdesk.co.nz%2Farticle%2Fbrian-gaynor-backdoor-listing-no-8-chris-castle%3Futm_source%3DFacebook&fbclid=IwAR1zNLhv1FvUkYycCB5Olz_W5qVt1JYiqQ1OOVtif CqXxe5Mqyu4qguQDiI)

[Joshuatree]

Steadyrecovery for ABC , am up re 27% (what isn't though). Alot of cement demand ahead.

Adbri Secures Contract Extension with BHP (https://hotcopper.com.au/threads/5616968/)