Metallurgy, PoliticsPage 2
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26-May-2024 Sunday
The regulator is close to raising the rate, Gazprom's problems, RENI report and dividends of NLMK, Gazpromneft
23-May-2024 Thursday
Global steel production continued its decline in April 2024. Production in Russia is also not impressive
29-April-2024 Monday
Global steel production deteriorated in March 2024, China is to blame. Russia has recovered after the February minus, but the numbers are modest
27-April-2024 Saturday
MMK reported for the first quarter. 2024 - we note growth in financial terms. indicators, but CAPEX eats up FCF, div. profitability is unlikely to be double digit
25-April-2024 Thursday
Norilsk Nickel will transfer the capacity of the Copper Plant from Norilsk to China
18-April-2024 Thursday
NLMK reported for 2023 — net profit has increased, but there are questions about this. The main driver is dividends, I warned you about them
26-March-2024 Tuesday
Global steel production reached a positive trend in February 2024. Russia has worsened its performance
28-February-2024 Wednesday
Global steel production continues to deteriorate in January 2024. Russia continues to increase its pace
09-January-2024 Tuesday
Sold to Alrosa, transferred to NLMK, not ready to take on further risks of the company
27-December-2023 Wednesday
Global steel production in November showed strong growth compared to last year, but volumes are decreasing every month
19-July-2023 Wednesday
MMK showed excellent results in the second quarter in terms of production and sales, is it worth thinking about dividends?
28-June-2023 Wednesday
MMK talked to BCS - the results should please the issuer's shareholders. Let's figure it out together
22-June-2023 Thursday
Global steel production noticeably worsened in May, but Russia shows phenomenal results
25-April-2023 Tuesday
Global steel production improved markedly in March. The Russian Federation is also recovering, this is reflected in the reporting of issuers
24-April-2023 Monday
Windfall Tax is a tax on excess profits. Its parameters, conditions and which companies will pay the Ministry of Finance
24-March-2023 Friday
Global steel production continues to deteriorate. In Russia, steel production figures are not encouraging
17-March-2023 Friday
MMK is unlikely to return to the issue of dividends before the end of the year. The priority will be the investment program
27-December-2022 Tuesday
The development strategy of metallurgists, everything is trite and readable
26-December-2022 Monday
World steel production is deteriorating. Our metallurgists have few prospects
25-November-2022 Friday
Steel production in the Russian Federation has deteriorated, while the Ministry of Industry and Trade stated that the export of metals does not require state support
22-September-2022 Thursday
Tomorrow, in the DPR, LPR, Kherson and Zaporozhye regions, referendums on joining Russia begin. Brief information about them:
26-August-2022 Friday
Will our market follow the Western one? As well as Airplane dividends, Segezha and TMK report
05-August-2022 Friday
The Russian stock market was selling off, falling below the February 24 close. My actions during these 5 months on the market
04-August-2022 Thursday
Stock Market Events: Rosseti Volatility, Falling Oil Prices and Metals Crisis
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