sharetrader
Page 2 of 2 FirstFirst 12
Results 11 to 17 of 17

Thread: Cement Company?

  1. #11
    Veteran novice
    Join Date
    Jun 2007
    Location
    , , .
    Posts
    7,289

  2. #12
    Guru Dr_Who's Avatar
    Join Date
    Aug 2007
    Posts
    3,045

    Default

    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.
    Having got ourselves into a debt-induced economic crisis, the only permanent way out is to reduce the debt – either directly by abolishing large slabs of it, or indirectly by inflating it away.

  3. #13
    IMO
    Join Date
    Aug 2010
    Location
    Floating Anchor Shoals
    Posts
    9,698

    Default

    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

    Download Document OUTLOOKPROJECTIONS


    250
    200
    150
    100
    50


    RESIDENTIAL APPROVALS (000’S)

    80
    70
    60
    50
    40
    30
    20

    ENGINEERING WORK DONE (EX MINING) ($B)


    0
    2018 2019* 2020* 2021* 2022* 2023* 2024* 2025* 2026*


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


    Detatched Multi


    *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


    29

    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


    5
    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





    30

    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





  4. #14
    Guru
    Join Date
    Jul 2002
    Location
    New Zealand.
    Posts
    4,411

    Default

    Quote Originally Posted by lakedaemonian View Post
    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.

  5. #15
    IMO
    Join Date
    Aug 2010
    Location
    Floating Anchor Shoals
    Posts
    9,698

    Default

    Quote Originally Posted by Joshuatree View Post
    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

    Download Document OUTLOOKPROJECTIONS


    250
    200
    150
    100
    50


    RESIDENTIAL APPROVALS (000’S)

    80
    70
    60
    50
    40
    30
    20

    ENGINEERING WORK DONE (EX MINING) ($B)


    0
    2018 2019* 2020* 2021* 2022* 2023* 2024* 2025* 2026*


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


    Detatched Multi


    *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

    29

    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


    5
    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





    30

    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

    s/p still dropping atp. DYOR

  6. #16
    IMO
    Join Date
    Aug 2010
    Location
    Floating Anchor Shoals
    Posts
    9,698

    Default

    MMMH. Not good for ABC and their munster lime plant

    https://businessdesk.co.nz/article/b...e5Mqyu4qguQDiI

  7. #17
    IMO
    Join Date
    Aug 2010
    Location
    Floating Anchor Shoals
    Posts
    9,698

    Default

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

    Adbri Secures Contract Extension with BHP

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •