Evraz Share Discussion Threads

[racg] 08/3/2014 00:48

Steel in oversupply. Roman et al own too mich of the company. Russian sanctions. Still, at this price I m tempted to enter for a long ardous haul, I think will bear fruit.

[catsneck2] 06/3/2014 18:15

This company is one of the worlds lowest cost steel makers, when the steel price recovers (which it will) Evraz will be in a great position to be making big profits. IMO this has got to be the low point, assuming Russia/Ukraine doesn't kick off. Well, past the low point if you know what I mean. Unsure of the ramifications if Roman decides he wants it all to himself though.

[neilyb675] 06/3/2014 16:42

full year results and IMS in April , plus a campaign to give some general awareness has been muted I believe...could be a great recovery share. For me it ticks the steel producer box - are there many steel producers of this size at this price, answer: no.

imvhpo, imo

[careful] 06/3/2014 11:48

100,000 employees, now paid in weak currencies.
a cap of around £1bn?
must be worth many times more.

[karmastuartra] 06/3/2014 10:53

come on you iron maiden!

[karmastuartra] 06/3/2014 07:36

Im in,couldnt resist,patience and time equals a good return.

[casholaa] 05/3/2014 23:03

Already there in at 64. Trailing buy orders at 5p downward increments.

[racg] 05/3/2014 15:42

This is going on my watch list. I m not sure of how investable it is due to the free float, purely apart from the macro economics, we have the geo politics to worry on.

Could be a massive return though.


Mmmmmm

[baron83] 05/3/2014 10:21

Hopefully, we picked the bottom. I may add to my 62.10s.

Back inside lower bollinger band on the daily which is definitely positive and we all know about that RSI - it's whacked.

Would like to see a close above 65p+

GLA

twitter: @barondaytrading

[neilyb675] 04/3/2014 21:19

racg
4 Mar'14 - 20:36 - 173 of 173 0 0


Pity about the free float.
__________________________________

In what way...?

I understand there is a theory that its good to have massive free float - like say a BP or a VOD. But those shares are what I call "steady Eddie" type quality shares.

EVR is similar in a way to EMG - in that it has a knack of doing 3% intra day moves - either way. Perhaps the lack of free float exaggerates this factor.

[racg] 04/3/2014 20:36

Pity about the free float.

[neilyb675] 04/3/2014 16:10

sliced my 61.09 top up for some nice free shares at 65.31, trade time 08.05.

Nice quick rise but cannot help but feeling this "crisis" will play out a bit more and possibly bring some more price volatility. On the radio whilst driving home today I heard "shots were fired". What happens over-night ??

[neilyb675] 04/3/2014 16:07

racg
4 Mar'14 - 14:23 - 170 of 170 0 0


What is the free float?
_________________________________

approx. 23%........not much is it..?

[racg] 04/3/2014 14:23

What is the free float?

[neilyb675] 04/3/2014 05:59

EVRAZ is a vertically integrated steel, mining and vanadium business with operations in the Russian Federation, Ukraine, USA, Canada, Czech Republic, Italy, Kazakhstan and South Africa. EVRAZ is among the top 20 steel producers in the world based on crude steel production of 16,1 million tonnes in 2013. A significant portion of the company's internal consumption of iron ore and coking coal is covered by its mining operations. The Group is listed on the London Stock Exchange and is a constituent of the FTSE 250. EVRAZ employs approximately 100 000 people. The company's consolidated revenues for the year ended 31 December 2012 were US$14,726 million, and consolidated EBITDA amounted to US$2,012 million.

Our principal activities are:
◾Manufacturing steel and steel products
◾Iron ore mining and enrichment
◾Coal mining
◾Manufacturing vanadium products
◾Trading operations and logistics

EVRAZ is:
◾A vertically integrated global steelmakers
◾One of the lowest cost global steel producers
◾The market leader in construction steel products
◾The leading global supplier of steel rails
◾One of the world leaders in the production of vanadium
◾Globally diversified

We are a global steel and mining company delivering value to our infrastructure customers. We make the world stronger, safer and cleaner.

[saltaire111] 03/3/2014 21:24

I guess the risk is mr A could take this private. We saw what happened with enrc.

Salty

[careful] 03/3/2014 17:24

obviously a high risk punt.

$14bn turnover.
net assets $5.4bn
a huge and important steel and rail company.
roman abramovich a major shareholder, with all his inside contacts and a personal pal of putin.

the current situation drives the company to below £1bn value. crazy.
contrarians have to be tempted, this could be a multi bagger if things get sorted.

[neilyb675] 03/3/2014 16:38

careful

DITTO, and very well said............Roman Abramovich and Lanebrook aint selling. In fact THEY HAVE JUST BEEN BUYING.

[careful] 03/3/2014 16:32

topped up at 61p.
blood on the streets/fear and all of that.
when the going gets tough....
big men stand up when little men sit down.

[karmastuartra] 03/3/2014 16:21

gonna go lower.

[neilyb675] 03/3/2014 16:20

PS When I tried first off to buy, was getting neg trade......they did not want to sell the shares.

[neilyb675] 03/3/2014 16:20

from LSE:

"Today 16:09 BTFATH1Bargain 61.65 No Opinion

This share price is an absolute bargain, Russia will never enforce military action they just want to show the US that they can hold their ground. As for evr what a ridiculous over reaction even fxpo which has all it's assets in the Ukraine has bounced up 10% from the low in the last 2 hours. Looking forward to April when the results are out showing reduced costs, lower employee numbers and a profit for the year. This will be over a £1 in mid April. Gla all "

_______________________________________________________________

I agree just trebled up. Price paid was 61.09. Average now 70. Abramovich has added recently - as have Lanebrook as a whole.

This Ukraine situation will blow over, non-story imo.

[baron83] 03/3/2014 15:38

In at 62.10.

GLA

twitter: @barondaytrading

[declan2] 03/3/2014 13:30

putin could nationalise all of these companies