K********g
发帖数: 9389 | 1 贪心哦，14.96不卖，活该。
潜水半年吧，短期估计难以出水了 | S*T
发帖数: 685 | 2 downgrade?
【在 K********g 的大作中提到】
: 贪心哦，14.96不卖，活该。
: 潜水半年吧，短期估计难以出水了
| K********g
发帖数: 9389 | 3 不是，要大修炉子，停产一段时间，影响第三季度的收入，赫赫。本来明年上半年做的
事情，提前了。
【在 S*T 的大作中提到】
: downgrade?
| r****d
发帖数: 239 | 4 Sounds that you do have patience:).
http://www.prnewswire.com/news-releases/ak-steel-updates-third-quarter-
2010-outlook-102946249.html
1, advanced outage maintenance
2, outlook downward adjustment: +15/ton to -20/ton---- around
$55Million.
3, estimation of ore price will increase more than 65% as they were
expecting.
Market reaction: -5.8%; -0.84/share. Since AKS has 110 Million shares.
the
market value loss is around 90 millions.
The company said it is now planning to take an 11-day maintenance outage
on
its blast furnace in Ashland, Kentucky, beginning approximately
September 20
, 2010. This outage was previously planned to occur in the first-half of
2011, but has been advanced due to furnace conditions. Further, the
company
now anticipates higher raw material and operating costs in the third
quarter
, as well as a modest increase in the costs associated with an
environmental
remediation project.
The impact of these changes on the company's original guidance for the
third
quarter would result in an operating loss of approximately $20 per ton
for
the third quarter of 2010. The company's original guidance was for an
operating profit of $15 per ton for the third quarter. Nearly half of
the
lower expected financial results for the third quarter are attributable
to
the acceleration of the Ashland blast furnace outage.
Additional Update Regarding Iron Ore Costs
Iron ore is one of the company's principal raw materials, and the price
AK
Steel pays for iron ore under the contracts with its three major iron
ore
suppliers is based upon an annual global iron ore benchmark price. To
date,
no annual global benchmark price for iron ore has been established by
the
industry for 2010. In the absence of such a global benchmark price for
2010
iron ore purchases, the company used an assumed 65% increase from the
2009
benchmark price for purposes of its second quarter 2010 financial
results
and third quarter outlook.
While AK Steel still cannot reliably predict a 2010 global iron ore
benchmark price, the company now believes that the year-over-year
increase
in any such benchmark, if and when it is established, likely will be
higher
than 65%. The effect of any such increase in the benchmark beyond 65%
would
be in addition to the changes in anticipated third quarter earnings
addressed in the preceding update section. AK Steel has previously said,
and
reiterates with this revised outlook, that every five percentage points
of
variation (up or down) from its assumed year-over-year benchmark iron
ore
price increase of 65% would impact the company's third quarter 2010
results
by approximately $11 million, or approximately $7 per ton.
【在 K********g 的大作中提到】
: 贪心哦，14.96不卖，活该。
: 潜水半年吧，短期估计难以出水了
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