Top Tip an alle Freunde der "Batteriestory" --- UMICORE (Seite 3)
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Umicore publishes its 2023 Integrated Annual Report: Driving transformation for the future
March 22, 2024 06:00 ET| Source: Umicore
Umicore publishes its 2023 Integrated Annual Report: Driving transformation for the future
Umicore has published its Integrated Annual Report: Driving transformation for the future, providing a comprehensive overview of the Group’s strategic, financial, operational and ESG (environmental, social and governance) performance over the year 2023.
“Umicore’s 2023 results demonstrated our ability to deliver strong cash flows and margins in the face of challenging market conditions. 2023 marked also the year of driving the transformation for the future, having established the right foundations for the success of our 2030 RISE Strategy. Battery Materials made strong progress on its growth trajectory with firm supply contracts serving our global car and battery customers from our ‘local-for-local’ supply chains and with a broad battery technology roadmap. Progress in the decarbonizing of our activities translated into renewable electricity covering more than 40% of our electricity needs, and we strengthened our Management Board with two new roles focused on Technology and on People – core elements of our 2030 RISE Strategy. Those and many more milestones we achieved thanks to the committed involvement of our colleagues worldwide and mean we’re confidently embarking on the next stage of our journey,” said Mathias Miedreich, CEO of Umicore.
Strategic milestones towards 2030 RISE
In Battery Materials for electric vehicles, construction started on its greenfield plant in Canada. This marked the last step in establishing a global battery materials production presence, which is backed by firm long-term supply contracts with car and battery customers worldwide and significant government grants. Umicore’s IONWAY joint venture with Volkswagen’s PowerCo decided to build its first battery materials plant in Nysa, Poland, next to Umicore’s existing plant. Just one-and-a-half years into its 2030 RISE Strategy, Umicore announced in October an order book for battery materials of 190 gigawatt hours (GWh) contracted cathode materials volumes for 2027 and 270 GWh for 2030, while at the same it could lower its expected 2022-26 investment needs to execute the order book. In Catalysis, the groundbreaking of Umicore’s large-scale fuel cell catalyst plant in China marked another milestone, addressing growing demand for green hydrogen. Umicore launched an “Efficiency for Growth” program Group-wide to adapt to an increased challenging global context, while reinforcing its mindset of continuous improvement and delivering on excellence in the execution of its growth trajectory.
Strong cash flows and margins in a tough year
Umicore’s 2023 results demonstrated the Group’s resilience even with significant headwinds from lower PGM (platinum group metals) prices, higher inflation and after having raised its investments for future growth, notably in Battery Materials. Umicore delivered a strong adjusted EBITDA margin of 25% – in line with the 2030 RISE Strategy margin of more than 20% – and a strong operational free cash flow of € 332 million. Those results were achieved thanks to financial discipline, accelerated efficiencies through the launch of its “Efficiency for Growth” program and by expanding the strategic hedging of metals in terms of the duration and proportion of such contracts to the benefit of more predictable cash flows. Slightly higher earnings at Energy & Surface Technologies were due to a one-off contribution from Battery Materials. Catalysis delivered record results for the third consecutive year, while Recycling again reported very high returns on invested capital well above pre-2020 levels.
ESG
Umicore’s Climate Transition Plan underlines our commitment to climate action, resilience and transparency. As such, Umicore progressed in the decarbonization of its activities, with more than 40% of its electricity needs covered by renewable energy. Its European activities, which include two of Umicore’s largest sites worldwide and located in Belgium, were powered by 57% of renewable electricity. In terms of responsible sourcing, Umicore expanded its sustainable sourcing frameworks and third-party auditing from cobalt to nickel and lithium.
https://www.globenewswire.com/en/news-release/2024/03/22/285…
March 22, 2024 06:00 ET| Source: Umicore
Umicore publishes its 2023 Integrated Annual Report: Driving transformation for the future
Umicore has published its Integrated Annual Report: Driving transformation for the future, providing a comprehensive overview of the Group’s strategic, financial, operational and ESG (environmental, social and governance) performance over the year 2023.
“Umicore’s 2023 results demonstrated our ability to deliver strong cash flows and margins in the face of challenging market conditions. 2023 marked also the year of driving the transformation for the future, having established the right foundations for the success of our 2030 RISE Strategy. Battery Materials made strong progress on its growth trajectory with firm supply contracts serving our global car and battery customers from our ‘local-for-local’ supply chains and with a broad battery technology roadmap. Progress in the decarbonizing of our activities translated into renewable electricity covering more than 40% of our electricity needs, and we strengthened our Management Board with two new roles focused on Technology and on People – core elements of our 2030 RISE Strategy. Those and many more milestones we achieved thanks to the committed involvement of our colleagues worldwide and mean we’re confidently embarking on the next stage of our journey,” said Mathias Miedreich, CEO of Umicore.
Strategic milestones towards 2030 RISE
In Battery Materials for electric vehicles, construction started on its greenfield plant in Canada. This marked the last step in establishing a global battery materials production presence, which is backed by firm long-term supply contracts with car and battery customers worldwide and significant government grants. Umicore’s IONWAY joint venture with Volkswagen’s PowerCo decided to build its first battery materials plant in Nysa, Poland, next to Umicore’s existing plant. Just one-and-a-half years into its 2030 RISE Strategy, Umicore announced in October an order book for battery materials of 190 gigawatt hours (GWh) contracted cathode materials volumes for 2027 and 270 GWh for 2030, while at the same it could lower its expected 2022-26 investment needs to execute the order book. In Catalysis, the groundbreaking of Umicore’s large-scale fuel cell catalyst plant in China marked another milestone, addressing growing demand for green hydrogen. Umicore launched an “Efficiency for Growth” program Group-wide to adapt to an increased challenging global context, while reinforcing its mindset of continuous improvement and delivering on excellence in the execution of its growth trajectory.
Strong cash flows and margins in a tough year
Umicore’s 2023 results demonstrated the Group’s resilience even with significant headwinds from lower PGM (platinum group metals) prices, higher inflation and after having raised its investments for future growth, notably in Battery Materials. Umicore delivered a strong adjusted EBITDA margin of 25% – in line with the 2030 RISE Strategy margin of more than 20% – and a strong operational free cash flow of € 332 million. Those results were achieved thanks to financial discipline, accelerated efficiencies through the launch of its “Efficiency for Growth” program and by expanding the strategic hedging of metals in terms of the duration and proportion of such contracts to the benefit of more predictable cash flows. Slightly higher earnings at Energy & Surface Technologies were due to a one-off contribution from Battery Materials. Catalysis delivered record results for the third consecutive year, while Recycling again reported very high returns on invested capital well above pre-2020 levels.
ESG
Umicore’s Climate Transition Plan underlines our commitment to climate action, resilience and transparency. As such, Umicore progressed in the decarbonization of its activities, with more than 40% of its electricity needs covered by renewable energy. Its European activities, which include two of Umicore’s largest sites worldwide and located in Belgium, were powered by 57% of renewable electricity. In terms of responsible sourcing, Umicore expanded its sustainable sourcing frameworks and third-party auditing from cobalt to nickel and lithium.
https://www.globenewswire.com/en/news-release/2024/03/22/285…
Planwirtschaft funktionierte noch nie
Den Spruch, "der Markt hat immer recht", kennen sicher einige. Aktuell erleben wir das gerade im Bereich Elektroantriebe. Von der Politik mit Subventionen vorangetrieben, steht exemplarisch der EV Sektor vor einer tragischen Ernüchterung. Die meisten Kunden wollen gar kein Elektrofahrzeug oder ihnen ist der Preis einfach zu teuer. Klima hin oder her.Schlechtes makroökonomisches Umfeld
Doppelt tragisch ist das für Umicore, da zusätzlich noch die Zinspolitik der EZB und der FED erste Zinssenkungen erst für das zweite Halbjahr 2024 anpeilen. Analysten und Aktionären wird plötzlich bewusst, die Märkte sind viel zu hoch bewertet. Da rücken dann plötzlich die ökonomischen Fakten wieder stärker in den Fokus. Da sehen die Ergebnisse von Umicore für das FY 3023 nicht gut aus.
https://seekingalpha.com/news/4068033-umicore-non-gaap-eps-o…
Verhaltene Aussichten für 2024
Das Wirtschaftswachstum in Europa schwächelt gerade sehr, was die Auftragslage zusätzlich bremst. Das aktuelle Rating der Analysten für Umicore ist "halten". Der Blick auf den Chart zeigt, der Kurs (16.02.2024) von 21,51 USD liegt unter den untersten Schätzungen (low) der Analysten von 21,55 USD.
2024/2025 geht es wieder aufwärts
2023 haben wir das Tal der Tränen hinter uns gelassen. 2024 werden wir im zweiten Halbjahr eine Belebung der Wirtschaft sehen. Durch eine Entspannung der Zinspolitik wird die Wirtschaft wieder an Dynamik gewinnen. Umicores Engagement im Batteriematerial-Bereich wird erste Früchte tragen. Denn wenn uns eins die Vergangenheit gezeigt hat, EV's verkaufen sich nicht über Subventionen, sondern über einen günstigen Preis. Da mischt Umicore mit seinen Batteriematerialien ganz vorn mit. Denn der Preis der Batterie bestimmt den Preis für das Auto.
Na also, jetzt hat es der inkompetente Vorstand endlich geschafft die Aktie unter 20€ zu drücken. Miese Zahlen und ein mieser Ausblick führen zu downgrades.
Die Batterieträume werden den Wert noch weiter nach unten ziehen. Mal sehen wann Vorstand und Aufsichtsrat für diese Unternehmens- und Kursentwicklung endlich die Verantwortung übernimmt.
Die Batterieträume werden den Wert noch weiter nach unten ziehen. Mal sehen wann Vorstand und Aufsichtsrat für diese Unternehmens- und Kursentwicklung endlich die Verantwortung übernimmt.
Antwort auf Beitrag Nr.: 75.255.551 von Songbird am 10.02.24 10:40:18naja, produzieren wir all die
Dinge wie angesprochen in Europa können wir uns gleich auf eine Inflation jenseits von 25% einstellen. Wobei wer soll es übrigens machen, aber vielleicht sind ja die Europäer bereit ihre wöchentliche Arbeitszeit auf 60 Stunden zu erhöhen. Zwischen Wunsch und Realität klafft halt ein großer Ozean.
Dinge wie angesprochen in Europa können wir uns gleich auf eine Inflation jenseits von 25% einstellen. Wobei wer soll es übrigens machen, aber vielleicht sind ja die Europäer bereit ihre wöchentliche Arbeitszeit auf 60 Stunden zu erhöhen. Zwischen Wunsch und Realität klafft halt ein großer Ozean.
Trading Spotlight
Na prima, weitere Schulden für ein Geschäft, dass keinen Gewinn oder Mehrwert verspricht. Batterieproduktion in Europa wird ein Verlustgeschäft werden.
Umicore wird dasselbe Schicksal ereilen wie es bei Verbio, SMA oder MeyerBurger der Fall ist. Die Politik verhält sich China gegenüber wie das Kaninchen vor der Schlange. Niemand traut sich gegen chinesisches Dumping vorzugehen, aus Angst vor der Gegenreaktion. Lieber versucht man Versäumnisse mit steuerfinanzierten Subventionen zuzukleistern. Reicht das Geld nicht dafür, kann man ja noch die Steuern erhöhen und den Leuten, die ein EV kaufen sollen das Geld dafür wegzunehmen. Europäische Umweltstandards, Sozialpolitik und Gewerkschaften machen eine nicht nur kostendeckende, sondern auch gewinnbringende Produktion von Batterien unmöglich. Chinesische Batterien zu Dumping Preisen werden den Markt bestimmen, so wie es derzeit bei EV ebenfalls der Fall ist. Der Vorstand von Umicore befindet sich n.m.M. hier auf dem sogenannten "Holzweg". Die Anteilseigner werden es schmerzhaft zu spüren bekommen. Wenn man es in Europa mit dem sog. Green Deal ernst meinen würde, müsste die EU schon längst gegen das chinesische Dumping vorgehen. Davor hat aber vor allem Deutschland Angst.
Umicore wird dasselbe Schicksal ereilen wie es bei Verbio, SMA oder MeyerBurger der Fall ist. Die Politik verhält sich China gegenüber wie das Kaninchen vor der Schlange. Niemand traut sich gegen chinesisches Dumping vorzugehen, aus Angst vor der Gegenreaktion. Lieber versucht man Versäumnisse mit steuerfinanzierten Subventionen zuzukleistern. Reicht das Geld nicht dafür, kann man ja noch die Steuern erhöhen und den Leuten, die ein EV kaufen sollen das Geld dafür wegzunehmen. Europäische Umweltstandards, Sozialpolitik und Gewerkschaften machen eine nicht nur kostendeckende, sondern auch gewinnbringende Produktion von Batterien unmöglich. Chinesische Batterien zu Dumping Preisen werden den Markt bestimmen, so wie es derzeit bei EV ebenfalls der Fall ist. Der Vorstand von Umicore befindet sich n.m.M. hier auf dem sogenannten "Holzweg". Die Anteilseigner werden es schmerzhaft zu spüren bekommen. Wenn man es in Europa mit dem sog. Green Deal ernst meinen würde, müsste die EU schon längst gegen das chinesische Dumping vorgehen. Davor hat aber vor allem Deutschland Angst.
EIB Commits €350 Million to Umicore for EV Battery Materials Innovation and Recycling
Posted on 8, February 2024 by EuropaWire
In a significant move to bolster Europe’s electric vehicle (EV) battery industry, the European Investment Bank (EIB) has entered a €350 million financing agreement with Umicore to support research, development, and innovation (RDI) in rechargeable battery materials technologies. This eight-year loan, signed on the sidelines of the EIB Group Forum in Luxembourg, aims to advance Umicore’s pioneering work across its research centers in Belgium, Finland, Germany, and Poland. Umicore’s expertise in battery materials science and its commitment to a complete battery materials supply chain, including recycling, align with the European Union’s Green Deal ambitions and reinforce Europe’s competitiveness in clean mobility. This investment underscores the EIB’s dedication to fostering strategic net-zero technologies and accelerating Europe’s transition to climate neutrality.
LUXEMBOURG, 8-Feb-2024 — /EuropaWire/ — The European Investment Bank (EIB) and Umicore have signed a €350 million financing agreement to support Umicore’s research, development and innovation (RDI) in rechargeable battery materials technologies for electric vehicles (EV) and the recycling of electric vehicle batteries. The eight-year loan, benefitting from competitive financing conditions, will contribute to the development of innovative technologies at Umicore’s research centres in Olen, Hoboken (Belgium), Kokkola (Finland), Hanau (Germany) and Nysa (Poland). It follows a €125 million loan that the EIB had granted to Umicore in 2020 to help finance Europe’s first production facility for cathode active materials for electric vehicles in Poland.
...
https://news.europawire.eu/eib-commits-e350-million-to-umico…
Posted on 8, February 2024 by EuropaWire
In a significant move to bolster Europe’s electric vehicle (EV) battery industry, the European Investment Bank (EIB) has entered a €350 million financing agreement with Umicore to support research, development, and innovation (RDI) in rechargeable battery materials technologies. This eight-year loan, signed on the sidelines of the EIB Group Forum in Luxembourg, aims to advance Umicore’s pioneering work across its research centers in Belgium, Finland, Germany, and Poland. Umicore’s expertise in battery materials science and its commitment to a complete battery materials supply chain, including recycling, align with the European Union’s Green Deal ambitions and reinforce Europe’s competitiveness in clean mobility. This investment underscores the EIB’s dedication to fostering strategic net-zero technologies and accelerating Europe’s transition to climate neutrality.
LUXEMBOURG, 8-Feb-2024 — /EuropaWire/ — The European Investment Bank (EIB) and Umicore have signed a €350 million financing agreement to support Umicore’s research, development and innovation (RDI) in rechargeable battery materials technologies for electric vehicles (EV) and the recycling of electric vehicle batteries. The eight-year loan, benefitting from competitive financing conditions, will contribute to the development of innovative technologies at Umicore’s research centres in Olen, Hoboken (Belgium), Kokkola (Finland), Hanau (Germany) and Nysa (Poland). It follows a €125 million loan that the EIB had granted to Umicore in 2020 to help finance Europe’s first production facility for cathode active materials for electric vehicles in Poland.
...
https://news.europawire.eu/eib-commits-e350-million-to-umico…
2024 EV forecast: the supply chain, charging network, and battery materials market
Dec. 2023
2024 EV forecast: the supply chain, charging network, and battery materials market
Dec. 2023
2024 EV forecast: the supply chain, charging network, and battery materials market
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