About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

Wall Street expects a year-over-year decline in earnings on lower revenues when Alcoa (AA) reports results for the quarter ended March 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 17. On the other ...

The most recent trading session ended with Alcoa (AA) standing at $31.40, reflecting a +0.16% shift from the previouse trading day's closing. The stock outpaced the S&P 500's daily loss of 0.14%. On the other hand, the Dow registered a loss of 0.77%, and the technology-centric Nasdaq increased by 0.17%.Shares of the bauxite, alumina and aluminum products company witnessed a gain of 12.97% over the previous month, beating the performance of the Industrial Products sector with its gain of 8.96% and the S&P 50 ...

Alcoa Corporation (AA) recently finalized a binding Scheme Implementation Deed ("Agreement") to acquire Alumina Limited in an all-scrip or all-stock transaction. The agreement, first announced in February, is expected to be completed in the third quarter of 2024.Headquartered in Southbank, Victoria, Australia, Alumina invests in bauxite mining, alumina refining and aluminum smelting operations primarily in Australia, Brazil and Spain.This latest deal highlights the strength of Alcoa’s long-standing partners ...

Key TakeawaysAlcoa has finalized a deal to buy Alumina Limited for about $2.2 billion.The deal, announced last month, will give Alumina shareholders a 31.25% ownership stake in the combined venture.The two companies have operated a joint venture called Alcoa World Alumina and Chemicals for decades, mining, refining, and smelting materials like bauxite and alumina around the world.The acquisition is set to be completed in the third quarter of 2024. Alcoa (AA), one of the world's largest aluminum producers, h ...

PITTSBURGH--(BUSINESS WIRE)--Alcoa (NYSE: AA or “Alcoa”) today announced that it has entered into a binding Scheme Implementation Deed (the “Agreement”) with Alumina Limited (ASX: AWC), under which Alcoa will acquire Alumina Limited in an all-scrip, or all-stock, transaction. The Agreement terms are consistent with the previously agreed and announced transaction process deed (“Process Deed”). Consistent with the Process Deed, the Alumina Limited Board of Directors has recommended that Alumina Limited sha ...

制造业地位 - 美国制造业在经济中占据重要地位，占据国内生产总值的10%[1] - 制造业员工平均年薪为98846美元，93%的员工享有雇主提供的医疗保险福利[2] 就业前景 - 制造业雇佣1300万人，预计到2030年将创造四百万个净新增工作岗位[2]

Alcoa (AA) closed the latest trading day at $26.32, indicating a -1.42% change from the previous session's end. The stock's change was less than the S&P 500's daily loss of 0.17%. Meanwhile, the Dow experienced a drop of 0.06%, and the technology-dominated Nasdaq saw a decrease of 0.55%.Heading into today, shares of the bauxite, alumina and aluminum products company had lost 12.77% over the past month, lagging the Industrial Products sector's gain of 5.62% and the S&P 500's gain of 3.98% in that time.Invest ...

并购 - Alcoa Corporation宣布收购Alumina Limited，Alumina Limited股东将拥有合并公司的31.25%股权，Alcoa股东将拥有68.75%股权[4] - 交易的企业价值约为25亿美元，其中Alumina Limited的债务约为3亿美元[4] - Alumina Limited股东将获得交易前收盘价的13%溢价，以及一年和两年的加权平均价格溢价[8] - Allan Gray已同意支持交易，Alumina Limited董事会将向股东推荐交易[13] 未来展望 - 未来三到五年内，Alcoa将专注于公司的增量增长机会，包括重启冶炼项目和开发新技术[21] - 未来十年内，Alcoa将推出三项突破性技术，包括与Rio Tinto合作的碳无铝制造技术、ASTRAEA技术和未来精炼技术[22] - 预计2026年首次热金属问世，阿尔科亚将在下一个十年初实施[26] 市场扩张和并购 - 交易将为Alcoa提供战略组合决策的灵活性，包括关闭、削减和增长[17] - 美国市场中西部溢价持续下滑，公司增加产能是经济可行的[43] 负面信息 - Alumar冶炼厂的重启进展缓慢，主要受到设备状况、电解液供应和员工知识等因素影响[46] - 公司表示不会再向某个实体注入更多现金，该实体目前还有大约2亿美元现金[50]

收购交易 - Alcoa Corporation宣布将收购其合资伙伴Alumina Limited，交易比例为Alumina Limited股东持有合并公司的31.25%，Alcoa股东持有68.75%[3] - 这次交易对Alumina Limited股东有利，他们将获得收盘价的13%溢价以及一年和两年的加权平均价格溢价[6] - 交易将使Alcoa获得更大的上游业务曝光，包括采矿和精炼，同时也将带来真正的协同效应和资本结构协同效应[8] - 交易将简化Alcoa Corp的股权结构，使其更容易理解财务状况和整体股权故事[10] - 交易也将对各社区利益相关者产生积极影响，特别是在西澳大利亚、巴西和几内亚等地区[11] - Alumina Limited最大股东Allan Gray已同意支持交易，Alumina Limited董事会也将向股东推荐交易[12] 业务发展 - 未来的发展重点将放在上游业务的增长，包括铝土矿采矿和精炼，以及未来十年内的三项突破性技术[16] - Alcoa正在采取措施提高EBITDA，预计到2025年底将达到6.45亿美元，其中包括降低原材料成本、提高竞争力和改善各工厂的运营[28] - 公司正在增加产能，这对公司经济有利，有助于稀释Warrick工厂的固定成本，增加EBITDA正收益[36] - 公司正在努力提高价值产品订单，成本控制良好，但税收可能高于预期[50][51] 项目进展 - Warrick工厂的重启进展顺利，虽然曾暂停一段时间以确保安全文化，但目前已恢复正常[33] - Alumar冶炼厂重新启动进展缓慢，主要受到设备状况、清洁铝液供应和员工知识等方面的影响[37][38] - San Ciprian项目面临挑战，与工会和政府的讨论仍在进行中[39] - Alcoa表示不会再向该项目注资，将与利益相关方共同努力使其成为可行项目[40] 市场影响 - 欧洲能源价格下降对铝厂有利，但长期电力价格仍未降低，可能影响铝厂的长期可行性[41] - 目前的财务状况仍然面临现金流负面，受到市场价格、金属价格和原材料成本等因素影响[42] - 铝在能源转型中的重要性未被充分理解，尤其在风能、太阳能和电缆等领域的应用中[44][45][46] - 公司目前尚未找到经济提取残渣中的镓的方法，未来可能需要增加资本支出和技术解决方案[47][48] 采矿许可 - 公司在西澳大利亚的采矿许可进展顺利，预计将在2025年底获得新许可以开发新矿区[53][56] - 公司在去年取得许可时已经做出一些让步，可能需要进一步让步以获得新的采矿许可，但公司对西澳大利亚许可流程有充分了解[55][57]