Yukos - Anschauen - überlegen

 

 

falls du meinen Rat hören möchtest, das Teil bricht gleich ein.  

 

 

 

 

zu wenig. Consors freut sich ueber diese dauernde Minutentraderei.  

yukos zahlt nicht mehr..

By Dmitry Zhdannikov
MOSCOW, Dec 28 (Reuters) - Credit ratings agency S&P cut
Russia's YUKOS to default grade on Tuesday for
missing a payment on a Western bank loan after the stricken oil
major was stripped of its key production unit.
Analysts said the downgrade recognised the hopeless position
of YUKOS, Russia's largest oil exporter until the state sold off
its Yuganskneftegaz unit on Dec. 19 to recover record tax debts.
"The cut only confirmed the obvious -- the company has been
unable to properly service its operations for quite a while,"
said Steven Dashevsky, oil analyst at Aton brokerage in Moscow.
Deprived of its main cash cow Yugansk, whose output is worth
nearly $40 million a day at current oil prices, it was clear
YUKOS would no longer be able to meet its commitments even
though its borrowing was modest for a company of its size.
"Given the current state of affairs at YUKOS I would not say
that the news (on the missed payment) came as a big shock," said
Jeffrey Woodruff from Fitch Ratings, which does not have a
rating on YUKOS. "It was an eventual expectation."
YUKOS borrowed a total of $2.6 billion via two loans: a $1
billion facility organised by Citibank and a second $1.6
billion loan funded by YUKOS's principal owners via Societe
Generale .
The firm managed to reduce the outstanding amount to about
$1.5 billion on both credits as of the end of November.

DISMEMBERMENT LOOMS
YUKOS's shares sank by 25 percent to 20 roubles,
prompting the MICEX bourse to suspend trading twice. YUKOS is
now worth less than $2 billion -- compared with more than $40
billion last year when it was Russia's largest listed company.
YUKOS faces ruin under $27.5 billion in back tax claims,
with only about half extinguished by the sale of Yugansk for
$9.4 billion and the company's own tax payments of $4.5 billion.
For recovery of the remainder, other YUKOS assets, such as
two smaller oil units and five refineries, could yet come under
the hammer, analysts expect.
State oil firm Rosneft emerged as winner of the Yugansk
auction even though YUKOS, in a pre-emptive move, filed for
bankruptcy in the United States and won a U.S. court restraining
order on the sale.
The auction was the culmination of a Kremlin campaign to
crush YUKOS's politically ambitious principal owner, Mikhail
Khodorkovsky, and to seize control of strategic sectors of the
economy sold off in the chaotic privatisations of the 1990s.
Khodorkovsky, on trial for fraud and tax evasion, lambasted
the sale in an open letter from his prison cell on Tuesday as
"the most senseless and destructive event for the economy" since
President Vladimir Putin came to power in 2000.

MISSED PAYMENT
Although the firm previously announced events of default on
both loans, the default notices had merely enabled the company's
creditors to enforce security provisions, said S&P.
"Until recently, YUKOS had continued payments on its debt.
The missed interest payment on Dec. 27, however, constitutes a
default under S&P criteria," said Elena Anankina from S&P.
S&P lowered its long-term corporate credit and senior
secured bank loan ratings on YUKOS to 'D' from 'CC'. S&P did not
specify on which of the two credits YUKOS had missed the
payment, but industry sources said it was the Citibank facility.
The $1 billion loan was organised, managed and arranged by
Citi, Commerzbank , Credit Lyonnais , Deutsche
Bank , HSBC , ING Bank , BNP
Paribas , and the Dutch unit of UFJ , a
Japanese bank.
YUKOS was using Yugansk exports as collateral to pay the
interest and the principal of the debt.
"With the departure of Yugansk, which represented 60 percent
of its oil output and exports, the firm is likely to be forced
to declare force majeure on its exports," said a trader with a
Western major.
"We have been waiting either for a force majeure notice or a
regular cargo nomination programme for January over the past few
weeks. Nothing has happened so far, but time is running out".
((Reporting by Dmitry Zhdannikov, editing by Edmund Klamann;
Reuters Messaging: dmitri.zhdannikov.reuters.com@reuters.net,
Moscow Newsroom, + 7 095 775 12 42))
By Dmitry Zhdannikov
MOSCOW, Dec 28 (Reuters) - Credit ratings agency S&P cut
Russia's YUKOS to default grade on Tuesday for
missing a payment on a Western bank loan after the stricken oil
major was stripped of its key production unit.
Analysts said the downgrade recognised the hopeless position
of YUKOS, Russia's largest oil exporter until the state sold off
its Yuganskneftegaz unit on Dec. 19 to recover record tax debts.
"The cut only confirmed the obvious -- the company has been
unable to properly service its operations for quite a while,"
said Steven Dashevsky, oil analyst at Aton brokerage in Moscow.
Deprived of its main cash cow Yugansk, whose output is worth
nearly $40 million a day at current oil prices, it was clear
YUKOS would no longer be able to meet its commitments even
though its borrowing was modest for a company of its size.
"Given the current state of affairs at YUKOS I would not say
that the news (on the missed payment) came as a big shock," said
Jeffrey Woodruff from Fitch Ratings, which does not have a
rating on YUKOS. "It was an eventual expectation."
YUKOS borrowed a total of $2.6 billion via two loans: a $1
billion facility organised by Citibank and a second $1.6
billion loan funded by YUKOS's principal owners via Societe
Generale .
The firm managed to reduce the outstanding amount to about
$1.5 billion on both credits as of the end of November.

DISMEMBERMENT LOOMS
YUKOS's shares sank by 25 percent to 20 roubles,
prompting the MICEX bourse to suspend trading twice. YUKOS is
now worth less than $2 billion -- compared with more than $40
billion last year when it was Russia's largest listed company.
YUKOS faces ruin under $27.5 billion in back tax claims,
with only about half extinguished by the sale of Yugansk for
$9.4 billion and the company's own tax payments of $4.5 billion.
For recovery of the remainder, other YUKOS assets, such as
two smaller oil units and five refineries, could yet come under
the hammer, analysts expect.
State oil firm Rosneft emerged as winner of the Yugansk
auction even though YUKOS, in a pre-emptive move, filed for
bankruptcy in the United States and won a U.S. court restraining
order on the sale.
The auction was the culmination of a Kremlin campaign to
crush YUKOS's politically ambitious principal owner, Mikhail
Khodorkovsky, and to seize control of strategic sectors of the
economy sold off in the chaotic privatisations of the 1990s.
Khodorkovsky, on trial for fraud and tax evasion, lambasted
the sale in an open letter from his prison cell on Tuesday as
"the most senseless and destructive event for the economy" since
President Vladimir Putin came to power in 2000.

MISSED PAYMENT
Although the firm previously announced events of default on
both loans, the default notices had merely enabled the company's
creditors to enforce security provisions, said S&P.
"Until recently, YUKOS had continued payments on its debt.
The missed interest payment on Dec. 27, however, constitutes a
default under S&P criteria," said Elena Anankina from S&P.
S&P lowered its long-term corporate credit and senior
secured bank loan ratings on YUKOS to 'D' from 'CC'. S&P did not
specify on which of the two credits YUKOS had missed the
payment, but industry sources said it was the Citibank facility.
The $1 billion loan was organised, managed and arranged by
Citi, Commerzbank , Credit Lyonnais , Deutsche
Bank , HSBC , ING Bank , BNP
Paribas , and the Dutch unit of UFJ , a
Japanese bank.
YUKOS was using Yugansk exports as collateral to pay the
interest and the principal of the debt.
"With the departure of Yugansk, which represented 60 percent
of its oil output and exports, the firm is likely to be forced
to declare force majeure on its exports," said a trader with a
Western major.
"We have been waiting either for a force majeure notice or a
regular cargo nomination programme for January over the past few
weeks. Nothing has happened so far, but time is running out".
((Reporting by Dmitry Zhdannikov, editing by Edmund Klamann;
Reuters Messaging: dmitri.zhdannikov.reuters.com@reuters.net,
Moscow Newsroom, + 7 095 775 12 42))

Gruß Pichel

 

Gruß Pichel

 

Bio, immer noch drin ?  

geil (bin short!)

Gruß Pichel

 

 

will nicht "recht haben wollen"
aber es sah wirklich nicht gut aus  

wäre nicht schlecht  

Gruß Pichel

 

ich brauch mal unterstützung nach den ganzen geschenissen hab ich einen wert von ungefähr 7,50-20,00 euro pro aktie ermittelt wenn dat hier alles nicht so mau wäre, was stimmt nicht habe ich etwas übersehen bitte um mithilfe.

Mfg
TB  

Wie es schein ist die Welle gebrochen
fragt sich ob sich morgen eine neue Auftürmt...

was meint ihr Aufwärts Abwerts ?  

 

meine Meinung.  

Für den Betrag von 10.000 Rubel (350 US-Dollar) hat der staatseigene Ölkonzern Rosneft nach einem Bericht der russischen Finanzzeitung Vedomosti die eigens für die Zwangsversteigerung der Yukos-Tochter Yuganskneftegaz (YNG) aus dem Boden gestampfte Baikal Finance Group übernommen. De facto besitzt Rosneft damit 76,8 Prozent an YNG. Bis zum 11. Januar muss Rosneft nun 7,65 Mrd. US-Dollar an den Staat überweisen. Hinzu kommen 1,7 Mrd. US-Dollar, die die Baikal Finance Group als Sicherheitsleistung für die Teilnahme an der Auktion hinterlegen musste.
Das Geld hat sie sich von der Sberbank geliehen.

Damit ist aber der Hunger von Rosneft noch nicht gestillt. Nach einem Bericht der Zeitung Finansowyje iswestija haben Rosneft und die größte indische Erdölgesellschaft ONGC Videsh ein vertrauliches Abkommen über die Einverleibung von Sibneft abgeschlossen. Aktuell geht es wahrscheinlich um ein 20-prozentiges Aktienpaket, das Yukos gehört, aber zur Zeit durch die Gerichtsvollzieher gesperrt ist. Dieses Aktienpaket hat derzeit einen Wert von rund 2,84 Mrd. US-Dollar.
Die Börsianer an der RTS in Moskau reagierten erst einmal abwartend. Bei einer einzigen Kursfeststellung - 25.000 Aktien wechselten den Besitzer - stieg der Kurs allerdings gegen den Trend rund 2,7 Prozent auf 3,07 US-Dollar.

Insgesamt war es kein guter Tag für die russischen Dividendenpapiere. Allen voran die Aktie von Yukos, die satte 22,28 Prozent auf 0,75 US-Dollar verlor. In den letzten Tagen hatten Spekulationen, der Konzern könnte mit seinen Klagen durchkommen, für steile Anstiege gesorgt. Heute wurden die Anleger wieder von der Realität eingeholt. Standard & Poor&hk;s (S&P) hat das Langfristrating von "CC" auf "D" gesenkt. Damit sei die am 31. Oktober 2003 begonnene Überprüfung der Bonität abgeschlossen, teilte die Ratingagentur mit. Die Herabstufung erfolgte vor dem Hintergrund, dass der Ölkonzern seiner am 27. Dezember fälligen Zinszahlung nicht nachgekommen sei, sagte S&P-Kreditanalystin Elena Anankina. Die Ratingagentur werde nun die Auswirkungen der Yukos-Affäre auf den gesamten russischen Unternehmenssektor verfolgen.  

das ding ist doch älter, willst du den kurs drücken um noch mal billigiger rein zu kommen.
Schreib mal bitte umgehend


MFG
TB  

short noch drin ?  

short zu 2,25

Gruß Pichel