Report
Emna Ben Bdira ...
  • Maxime Kogge

Eramet : Manganèse qui rit, nickel qui pleure : OC révisé à 109 vs 94 €

>Les cours du manganèse réagissent enfin à l’arrêt de la production de GEMCO - Les cours du manganèse ont enfin réagi à l’arrêt de la production de GEMCO puisque l’indice du minerai haute teneur a bondi hier de 12% à 4,8 $/dmtu selon le relevé hebdomadaire de FastMarkets. Pour rappel, l’australien GEMCO a subi un cyclone le 17 mars qui a endommagé significativement la mine et le terminal portuaire. Il a dû stopper son activité et a suspendu sa guidance de production 2...
Underlying
Eramet SA

Eramet is a mining and metallurgical group, which specializes in the extraction, production and marketing of non-ferrous metals, their chemical derivatives, alloys and superalloys, and parts. Co.'s operations are divided into three divisions: Nickel division which focuses on nickel and its derivative applications; Manganese division which focuses on manganese alloys, manganese chemical derivatives and provides recovery and recycling services of metals contained in oil-industry catalysts, electric batteries and acid solutions; and Alloys division which produces and sells special high-performance steels, superalloys and pre-machined parts based on these materials or aluminium and titanium.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Emna Ben Bdira

Maxime Kogge

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch