Termine und Dividende 2006

Hauptversammlung war am 30.06.2006: gezahlt werden sollen 12,73 Rubel / Anteilsschein, nicht später als 31.12.2006, aber was heißt das: 1/2 Jahr warten?

12.73 Russischer Rubel = 0.37216 Euro, bei Kurs zu 18 € ist das eine Dividendenrendite von 2%.

Emerging Markets Investor - Mechel riet zum kaufen (13:53 26.06.06): Westerburg, 26. Juni 2006 (aktiencheck.de AG) - Die Experten von "Emerging Markets Investor" raten Anlegern, sich von der Aktie von Mechel (ISIN US5838401033/ WKN A0DKXW) unbedingt ein paar Stücke ins Depot zu legen. ... Von dem im Herbst vergangenen Jahres erreichten Hoch bei 37 USD habe sich die Aktie auf aktuell 19,60 USD nahezu halbiert. ... ein Kursziel von 36 USD genannt. Die Dividendenrendite liege in diesem Jahr bei 7%, im nächsten Jahr bei 7,7% und im übernächsten bei 9,2%. Das 2007er KGV betrage gerade einmal 5,4.

wer weiss genaueres,
habe ich mich bei der Dividende verrechnet oder hat Emerging Markets Investor aus Westerburg am 26. Juni 2006 eine zu hohe Dividende geschrieben?
wann ist der Stichtag für die Dividendenberechtigung ?
wer hat Erfahrung mit der Auszahlung bei russischen Aktien?

Texte von Mechel:
Announcement of the Convening the Annual General Shareholders' Meeting of Mechel OAO (Location of the Company: 12 Krasnopresnenskaya Naberezhnaya, Moscow, Russian Federation)
In accordance with the decision of the Board of Directors, the Annual General Shareholders'
Meeting of Mechel Open Joint Stock Company will be held in the form of a meeting (joint presence of
shareholders) on June 30, 2006.
Place of conducting the General Shareholders' Meeting shall be: Office 1603, Conference Room,
Office Building, World Trade Center, 12 Krasnopresnenskaya Naberezhnaya, Moscow, Russian
Federation. Time of conducting the General Shareholders' Meeting shall be: 2:00 p.m., local time.
Registration of persons taking part in the General Shareholders' Meeting shall commence at the
place of conducting the Meeting, at 1:00 p.m., local time, on June 30, 2006. To be registered, the
shareholders must produce documents containing their identity, and representatives of the shareholders must also produce documents proving their authority (powers of attorney and/or any other documents in accordance with Russian Federation legislation). The date of preparation of the list of persons eligible to take part in the Annual General Shareholders' Meeting of Mechel OAO (hereinafter, the “Company”) shall be June 3, 2006. Agenda of the Annual General Shareholders' Meeting:
1. Approval of the Company’s Annual Report.
2. Approval of the Annual Financial Statements inclusive of the Income Statement (Profit
and Loss Account) of the Company.
3. Distribution of the Company’s profit, including payment (declaration) of dividends, based
on the financial year results.
4. Election of members of the Company’s Board of Directors.
5. Election of members of the Company’s Audit Commission.
6. Approval of the auditor of the Company.
7. Introducing amendments and additions to the Company’s Charter.
The information (materials) to be provided to persons eligible to take part in the general meeting of shareholders in preparation to the Annual General Shareholders' Meeting shall be available from June 8, 2006, from 10:00 a.m. till 4:00 p.m., local time, at the premises of the sole executive body of the Company: Office 1002, Office Building, World Trade Center, 12 Krasnopresnenskaya Naberezhnaya, Moscow, Russian Federation; and at the address: Office 1303a, Office 1409, Office Building, World Trade Center, 12 Krasnopresnenskaya Naberezhnaya, Moscow, Russian Federation. Shareholders must have documents available with them that prove their identity, and shareholders' representatives must also have documents proving their authority (powers of attorney and/or any other documents in accordance with Russian Federation legislation). The above-mentioned information (materials) will be accessible also for persons taking part in the General Shareholders' Meeting during its conduct. Persons eligible to take part in the General Shareholders' Meeting have the right to obtain copies of the materials within five days from the date the Company receives from such persons their request to provide such copies to them.  Board of Directors Mechel OAO

Dear Sirs,
The following proposal is made on distribution of OAO Mechel net profit:
Net income of the Company amounted to RUR 8,763,441 thousand, as of December 31, 2005.
Net profit is to be distributed as follows:
1. Dividends payment on distributed common shares in the amount of 12.73 RUR per share. The total amount to be paid to shareholders - 5 299 126 583.85 RUR. Payment is to be made by bank transfer not later than December 31, 2006.
2. Remaining net profit amount of 3 464 314 406.97 RUR is to be transferred to unremitted
earnings.
Note: Total number of distributed ordinary common shares - 416 270 745.  

Moscow, Russia – July 7, 2008 – Mechel OAO (NYSE: MTL), a leading Russian integrated mining and steel company, today announced preliminary* financial results for the first quarter ended March 31, 2008.

Consolidated net revenue in the first quarter of 2008 is expected to exceed $2.3 billion, an increase of more than 60% when compared with consolidated net revenue of $1.4 billion in the first quarter of 2007. Consolidated net income in the first quarter of 2008 is expected to be about $500 million, an increase of approximately 160% when compared with consolidated net income of $190 million in the first quarter of 2007. Consolidated gross profit is expected to exceed $1.0 billion, an increase of 97% when compared with gross profit of $545 million in the corresponding period of 2007, and consolidated operating income is expected to exceed $630 million, an increase of approximately 100% over consolidated operating income of $302 million in the first quarter of 2007. Consolidated EBITDA is expected to exceed $850 million for the first quarter of 2008 compared with consolidated EBITDA of $340.0 million in the first quarter of 2007. Consolidated EBITDA margin is expected to increase to over 36.5% in the first quarter of 2008 compared to 24% in the 2007 first quarter.

Net debt to EBITDA ratio is expected to be approximately 1.45 in the first quarter of 2008 compared to 0.14 in the first quarter of 2007.

Igor Zyuzin, Mechel’s Chief Executive Officer, commented: “Mechel continues to rapidly grow its business and again expects to achieve record financial results. Our expected performance in the 2008 first quarter reflects the successful execution of our strategy, focused on the development of the mining segment through both organic growth and acquisitions, as well as the realization of efficiencies in the steel segment from facility modernization, cost savings and product line optimization initiatives. Mechel’s strong performance in the first quarter was also due to favorable pricing trends in our major markets.”

Mining Segment Preliminary Results

Mining segment revenue from external customers in the first quarter of 2008 is expected to exceed $850 million, an increase of over 105% from segment revenues of $409.3 million in the first quarter of 2007. The mining segment net income in the first quarter of 2008 is expected to amount to over $300 million, an increase of over 170% compared to net income of $107 million in the corresponding period of 2007. Gross profit is expected to exceed $600 million, an increase of over 110% compared to gross profit of $280.6 million in the corresponding period of 2007, and operating income is expected to exceed $410 million, an increase of over 130% compared to operating income of $176.6 million in the first quarter of 2007. Mining segment EBITDA in the first quarter of 2008 is expected to be not less than $510 million, an increase of over 150% compared to EBITDA of $198.3 million achieved in the previous year’s first quarter. EBITDA margin is expected to increase to more than 49% in the first quarter of 2008 compared with 34.4% in the first quarter of 2007. (EBITDA margin is calculated as a percentage of consolidated revenues of the segment, including intersegment sales.)

Vladimir Polin, Mechel Management Company’s Chief Executive Officer, commented on the mining segment operating results: “Our anticipated financial results for the mining segment, which will represent another record for the Company, are due in part to the acquisition of Yakutugol at the end of 2007. Compared with the corresponding period in 2007, coal production in the first quarter of 2008 rose over 60%. Furthermore, coking coal production was the main driver of our performance, with production increasing 94% compared to the first quarter of last year. Segment results were also positively affected by increased capacity in Mechel’s Port Posiet terminal operation, where capacity in the 2008 first quarter was increased by over 50% due to operational improvements. We also benefited from a favorable price environment for coal products due to the fact that significant demand and supply imbalance appeared in consequence of environmental and infrastructural problems. The mining segment saw coal pricing growth over the past six months, and looking forward we anticipate the existing price environment to continue given infrastructural restraints in the market. We also expect to benefit from the results of our capital expenditure program, gradually increasing mining segment production volumes and continuing to achieve strong results throughout the year.”

Steel Segment Preliminary Results

Revenue from external customers in Mechel’s steel segment in the first quarter of 2008 is expected to be approximately $1.27 billion, an increase of over 28% compared to $990 million in the first quarter of 2007. Net income in the segment in the first quarter of 2008 is expected to be more than $170 million, an increase of over 80% when compared with $90 million in the previous year’s first quarter. Gross profit is expected to exceed $360 million, an increase of over 30% over $267.8 million in the corresponding period of 2007, and operating income is expected to exceed $195 million, an increase of approximately 50% over operating income of $131 million in the first quarter of 2007. EBITDA in the steel segment is expected to be over $320 million, two times the $146.3 million achieved in the first quarter of 2007. EBITDA margin is expected to increase from 14.5% in the previous year’s first quarter to about 24% in the first quarter of this year. (EBITDA margin is calculated as a percentage of consolidated revenues of the segment, including intersegment sales.)

Commenting on operating results in the steel segment, Vladimir Polin said: “Mechel continues to increase the proportion of its steel produced using the continuous casting method, which has improved the effectiveness of the segment’s metallurgical plants. Our first quarter 2008 results will reflect the significant progress we have made with continuous casting compared to the same period last year, as the share of steel produced through continuous casting amounted to some 30%, that led to reduced materials consumption. As a result, Mechel increased steel products output by 5% compared to the first quarter of the last year. Financial results in the steel segment were also supported by considerable growth of steel products prices due in part to rising raw material prices for steel production. Modernization of our facilities and growth in sales of high value added products were also contributors to our results during the 2008 first quarter and remain among the main priorities for Mechel in the steel segment. We expect to achieve substantial results by realizing the benefits of our partner agreement with Russian Railways, which was signed earlier this year. The agreement envisages construction of a universal rolling mill, which is capable of producing high-quality rails of up to 100 meters long at the Chelyabinsk Metallurgical Plant.”

Power Segment Preliminary Results

Revenue in Mechel’s power segment is expected to exceed $190 million, an increase of about 10 times over revenue of $19.1 million in the first quarter of 2007. It is expected that net income for the segment will amount to approximately $15 million, an increase of more than six times net income of $2.5 million reported in the first quarter of the last year. Gross profit is expected to exceed $100 million, compared with $5 million in the corresponding period of 2007, and operating income is expected to exceed $27 million, an increase of approximately 670% over $3.5 million in the first quarter of 2007. EBITDA in the power segment in the first quarter of 2008 is expected to amount to not less than $30 million, approximately eight times higher than the $3.7 million reported in the first quarter of 2007. EBITDA margin rose to more than 11% in the first quarter 2008 compared to 9.1% in the first quarter 2007. (EBITDA margin is calculated as a percentage of consolidated revenues of the segment, including intersegment sales.)

Commenting on the results of the power segment Vladimir Polin said: “Electrical power volumes generated in the first quarter of this year far exceed those of 2007 primarily based on the inclusion of the Southern Kuzbass Power Plant into Mechel’s structure. During last year we made a number of acquisitions in the power business and this year we took steps to develop the power assets management structure by consolidating of power-generating facilities to our OOO Mechel-Energo subsidiary.”

Igor Zyuzin concluded: “Our anticipated financial results for the first quarter of 2008 demonstrate the effectiveness of Mechel’s integrated business model and strategy, as well as a market environment that has continued to be favorable, as well as our investments aimed at productivity enhancements and increased output of high value added products. In the first quarter we also moved forward with our plans to start construction of a railroad to Elga coal deposit. The commencement of operations at this deposit will enable Mechel to strengthen its position as one of the world’s coking coal market leaders. We believe that the record profit performance and our operational progress have created a strong foundation for Mechel to achieve good results for the full year.”

* This information is intended to provide disclosure to investors of currently expected preliminary figures regarding our financial results for the 1st quarter of 2008. The preliminary figures provided in this statement are subject to change and may differ meaningfully from the final figures. Final 2008 first quarter financial results will be issued in mid-July when a review of the 1st quarter financial statements has been completed.

***

Mechel OAO
Alexander Tolkach
Phone: + 7 495 221 88 88
Alexander.Tolkach@mechel.com  

Ich glaube, dass Putin nur heiße Luft gemacht hat.
Der Verkausdruck nich dem Split kam m.M. nach durch Gewinnmitnahmen. Aber, wer jetzt noch nichz verkauft hat, kann doch dabei bleiben. Oder?
Spätestens ab Dezember dürfte die Post wieder abgehen.

Moscow, Russia – July 25, 2008 – Mechel OAO publishes its official statement.

Mechel shares concerns of the Government of the Russian Federation, steel plants and metallurgical industry in regard to a growth in prices for steel products and raw materials in the recent time.

As was previously announced, Mechel has started the process of forming long-term commercial relationships with key partners and have signed a number of agreements for delivery of its products to till the end of this year.

Mechel is ready for cooperation with federal authorities of the Russian Federation and, if required, will provide complete information on any arising issues.


Mechel OAO
Ilya Zhitomirsky
Phone: + 7 495 221 88 88
ilya.zhitomirsky@mechel.com  

http://www.mechel.com/news/index.wbp  

Mechel schnell investieren
18.08.08 14:12
kaufen, Analyst: Emerging Markets Investor
Endingen (aktiencheck.de AG) - Die Experten von "Emerging Markets Investor" raten, schnell in die Aktie von Mechel (/ WKN A0DKXW) zu investieren. Putin habe die Exportpreise der Mechel Steel Group als illegal bezeichnet und mit dem Staatsanwalt gedroht. Da fühle man sich an die Zerschlagung von Yukos erinnert. Die momentane Wirtschaftspolitik des Landes bremse die Entwicklung des wichtigsten russischen Koksproduzenten und der Aktienkurs sei von 60 auf zuletzt 16 USD gefallen. Damit werde das Papier nur noch mit einem KGV von 3 bewertet und verfüge damit über ein dreistelliges Erholungspotenzial. Inzwischen habe Russlands Präsident Medwedew angekündigt, den Einfluss der Politik auf die Wirtschaft zu drosseln und der Titel befinde sich auf Erholungskurs. Im Geschäftsjahr 2007 habe Mechel 21,2 Mio. Tonnen Kohle und 6,1 Mio. Tonnen Stahl produziert. Kapazitätssteigerungen und Kostensenkungsmaßnahmen würden planmäßig verlaufen. Für 2008 werde ein EPS von 5,11 USD prognostiziert. Schon in den ersten beiden Quartalen seien die Schätzungen übertroffen worden und eine weitere Steigerung würde die Experten daher nicht überraschen. Mit diesen Gewinnaussichten und dem derzeitigen Kurs kann die Mechel-Aktie als einer der Top Large-Cap-Value-Werte in Russland eingestuft werden, so die Experten von "Emerging Markets Investor". (Ausgabe 16 vom 18.08.2008) (18.08.2008/ac/a/a)




Kursdetails
Name ISIN Kurs Währung Datum/Zeit Diff. abs. Diff. rel.
Mechel OAO US5838401033

derzeitiger Kurs 2,26 €, heute: 20.01.2009

5 Year Dividend History
Payable Amount/Share Ex-Date Record Declaration  
07/31/2008   $1.133       06/04/2008 06/04/2008 06/04/2008  
06/30/2007   $0.75777   05/24/2007 05/29/2007 06/15/2007  
06/30/2006   $0.4704     05/31/2006 06/02/2006 05/24/2006  
07/27/2005   $0.4537     06/02/2005 05/27/2005 06/01/2005  

KGVe 1,86
DIVe 23,24%

http://isht.comdirect.de/html/detail/main.html?sSym=MTL.NYS

dennoch fällt die Aktie sehr sehr stark!  

:-))

endlich mal   .......schon grotesk....aber liegts nicht auch an der Abwertung des Rubels?
Russen kann man nicht trauen, halt korrupt....

war das der Boden?

Mechel wird offenbar nicht einverleibt.  

bin erstmal raus........

rechne mit Gewinnmitnahmen.....

Meine Informationen sind, dass Mechel zur Abwendung der Krise die Aussetzung der Dividende überlegt auszusetzen oder schon ausgesetzt hat. Weiterhin positiv stimmte, dass man von der Gazprombank einen Kredit über 1 mrd. USD erhalten hat. Damit lässt sich was machen in der Krise.  

http://steelguru.com/news/index/2009/02/10/...hel_to_end_dispute.html  

Mechel hat sich stabilisiert.  

ab heute mal wieder mit 3,35....200 St.

V  zu 3,8...