Evraz Share Discussion Threads

[elpirata] 08/4/2021 17:27

Yep paid on HL

[mackie] 08/4/2021 17:26

Anyone seen a sight of the dividend, I believe it should have been paid on the 7th?

[garycook] 26/2/2021 00:19

Now yielding 6% and around 36p dividend a year at current GBP/USD 1.3970.

[doubleorquits] 25/2/2021 16:03

This is the stock that keeps giving. As per my previous post, I had hoped for a slight increase over the previous 20c dividend subject to cashflow/results. I would assume that we may even be able to expect the next dividend later in the year to match or better this one. That would imply 60c going forward as a minimum which gives a healthy return of around 7% at £6. Not so long ago these were paying 75c per annum.

As I daid before, anyone buying at or around the lows a year ago has not only more than doubled their capital but locked in a handsome dividend yield going forward.

[garycook] 25/2/2021 07:18

Nice 30 cents dividend declared.Results look good too.

[ianguerin] 25/2/2021 06:18

krutt - it was me. Just credit my Paypal account ! No other thanks needed

[doubleorquits] 24/2/2021 17:23

I think the dividend might give us a fair idea of fair value. At £6 a dividend of 30p per annum i.e. the same tomorrow as the interim will mean that would be a yield of 5% which in recent history is low. I don't expect a full year total to be 45p (i.e tomorrow's dividend would have to be 30p) but it would be nice. All depends on free cashflow but certainly anybody buying at the March lows has probably locked in a double digit yield or already. I am speculating but I would be surprised and disappointed if it was below 15p subject to currency fluctuations with the strong pound. The last dividend is valued at only 14.5p at today's conversion rates.

Just thinking out loud to myself.....

[krutt] 24/2/2021 17:00

Why can't all my shares be like this? I bought in a year ago and am more than happy with performance and dividend. I cant recall whoever put me on to Evraz but a Huge Thanks to you!

[doubleorquits] 24/2/2021 16:13

Yes. What do we think the dividend will be?

[plasybryn] 24/2/2021 11:07

Financial Results and dividend info. tomorrow?

[krutt] 02/2/2021 13:45

Q4 2020 vs Q3 2020 HIGHLIGHTS

-- In Q4 2020, EVRAZ' consolidated crude steel output rose by 7.4% QoQ, mainly due to higher production volumes at EVRAZ NTMK following the completion of scheduled capital repairs during Q3 2020, as well as improved production volumes at EVRAZ North America, which grew by 26.6% QoQ.

-- Total sales of steel products increased by 12.0% QoQ, driven primarily by sales of semi-finished products, which grew by 30.4%. This, in turn, was mainly the result of a recovery in export markets and weaker demand for finished construction products in Russia due to seasonal factors.

-- Total raw coking coal production rose by 26.1% QoQ, driven by the relaunch of production at the Razrez Raspadsky open pit as well as better production volumes at the Raspadskaya mine.

-- Coking coal concentrate production grew by 5.6% QoQ, mainly due to increased coal mining volumes.

-- External sales volumes of coking coal products fell by 19.2% QoQ, due to a deficit of GZh grade coal amid longwall move at the Uskovskaya mine as well as elevated levels of Q2-Q3 2020 sales amid utilisation of stockpiles.

-- External sales of iron ore products decreased by 8.4% QoQ, amid higher consumption of pellets by EVRAZ NTMK following the successful launch of blast furnace no. 6 in Q3 2020.

-- Sales of vanadium products rose by 51.4% QoQ, mainly due to higher steel utilisation rates, following increased FeV demand also from the automotive industry as well as some increase of oxide and FeV sales to China during Q4 2020.

FY2020 vs FY2019 HIGHLIGHTS

-- In 2020, EVRAZ' consolidated crude steel production remained almost flat YoY (-1.3%), despite challenges created by the COVID-19 pandemic. In addition, turbulence in the oil and gas markets led to lower demand, resulting in decrease of production volumes at EVRAZ North America.

-- Sales volumes of semi-finished products increased by 6.1% YoY, primarily due to a change in the product mix in favour of higher slab and billets sales to export destinations following a decrease in demand in Russia during the COVID-19 pandemic.

-- Sales of finished products declined by 10.1%, mainly attributable to the sale of Palini e Bertoli in 2019, as well as lower tubular and flat-rolled products sales at EVRAZ North America, amid unfavourable market conditions caused by the COVID-19 pandemic.

-- Production of raw coking coal fell by 21.0% YoY, due to a halt in mining at the Razrez Raspadsky open pit from May to September 2020, the idling of the Mezhegeyugol mine from March 2020 and lower production volumes at the Raspadskaya mine due to challenging geological conditions.

-- External iron ore product sales rose by 52.7% YoY, primarily as a result of higher shipments to external markets amid lower consumption of pellets by EVRAZ NTMK during a major overhaul of blast furnace no.6, which was successfully launched in Q3 2020.

-- Sales of final vanadium products declined by 2.2% YoY, mainly due to reduced global FeV demand, following the imposition of COVID-19 restrictions (which were partially compensated by changing the regional sales and product mix to serve the more active Chinese oxide market during 2020).

[tommygriff] 29/1/2021 07:13

Looks like there doing ok to me.

[doubleorquits] 28/1/2021 12:22

Yep, trading update tomorrow so let's see what they tell us - or maybe leave us guessing about.

[plasybryn] 26/1/2021 17:54

Like the sound of the news today. Trading update on Friday?

[eggbaconandbubble] 26/1/2021 08:04

J.P.Morgan reckon £6.50

[my retirement fund] 23/11/2020 23:35

£7.00 would be good wouldn't it?

[garycook] 20/11/2020 05:55

Could EVR get back to 700p.Forward FY dividend around 30p for a yield of around 8% at 378p.This sort of news should help the cause. Vaccine boss suggests 'return to normal life' by second half of 2021
The boss of one of the companies leading the charge for a coronavirus vaccine has expressed hope that there is "a light at the end of the tunnel".

Albert Bourla, chief executive of pharmaceutical company Pfizer, which has announced results of 95 per cent efficacy in its vaccine, said that if vaccination was successful, normal life would return.

Speaking to Sky News he said: "As things (are) going on, until we reach herd immunity, people need to be very careful.

"They need to wear a mask, social distance. There is light at the end of the tunnel, it's real. We never believed to have a vaccine of this efficiency so people need to be patient.

"I believe that the second half of 2021 will be a very different experience for a lot of us.

"I think if we will be able to vaccinate, we can go back to normal life."
The companies plan to submit their safety data to the Food and Drug Administration by the end of the week, Sahin said, adding that they hope the vaccine will be granted emergency use authorization by December or early next year. He also said that by March, other vaccines might be approved and distributed, enabling 60% to 70% of the population to get vaccinated by fall 2021.

"So I expect the most difficult time ... is this winter until March, maybe April, and then the supply of the vaccines will help to get initial control of the situation and full control might be accomplished [by the] end of the summer next year, so we can have a normal autumn and winter 2021," he said.


hxxps://abcnews.go.com/Health/biontech-ceo-explains-pfizer-covid-19-vaccine-plans/story?id=74278184

[eggbaconandbubble] 20/10/2020 16:55

Was there an 'Investor Day' last Friday?

If so, anyone got any links?

[mackie] 14/10/2020 16:22

Hard to say what goes on with this one. the share price can and does go up and down like a yo yo, but I have been in 3 years now and more than happy with the div.

[eggbaconandbubble] 13/10/2020 08:38

OK guys here goes at last..... :-)

Done research here as best I can but still have a bit of a question mark over divi going forward.

I'm not looking for definitive answers here nor guesses but can anyone point me in the right direction? Ta

Any links, research etc etc. would be appreciated.

I hold from a while back and looking to top up if the story looks good.

cheers!