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Umicore SA (UMICF) Q4 2022 Earnings Conference Call February 16, 2023 03:30 AM ET Company Participants Mathias Miedreich - Chief Executive Officer Wannes Peferoen - Chief Financial Officer Conference Call Participants Charlie Webb - Morgan Stanley Chetan Ud...
The following slide deck was published by Umicore SA in conjunction with their 2022 Q4 earnings call. For further details see: Umicore SA 2022 Q4 - Results - Earnings Call Presentation
Summary Cobalt spot prices were lower for the month, LME inventory was lower for the month. Cobalt market news - BMI anticipates that cobalt prices will fall in early 2023 given surplus forecasts. Project Blue forecasts cobalt prices should strengthen as the year goes on. Cobalt min...
Summary The Umicore/PowerCo JV looks to have secured another supply agreement in December. The risk/reward calculus remains tricky, however, particularly relative to the high ROCE bar. With ample headwinds to navigate in the near to long term and the stock still at a relative valuat...
Summary Cobalt spot prices were flat for the month. LME inventory was also flat for the month. Cobalt market news - Cobalt metal prices diverge on demand shifts due to strength in aerospace demand and weakness in battery demand notably from consumer electronics. ERG: "Total demand f...
Summary Cobalt spot prices were flat for the month, LME inventory was slightly lower. Cobalt market news - Strong cobalt production and weaker demand has pushed the cobalt market into a significant surplus this year. The U.S. DoE awards $2.8 billion in grants. Cobalt miners' n...
Summary Umicore announces a new JV with Volkswagen's battery unit PowerCo. The economics are attractive, highlighting Umicore's growing leadership in the EV materials space. Yet, the company is at the start of a major capex cycle and a potential cyclical downturn as well. ...
Summary Cobalt spot prices were up slightly for the month, LME inventory was lower. Cobalt market news - BMI: The world will need 62 new cobalt mining projects of 5,000tpa by 2035, 38 if recycling is factored in. Cobalt miners news - Vale and Huayou plan to build an $1.8b HPAL...
Umicore SA (UMICF) H1 2022 Earnings Conference Call July 29, 2022 3:30 AM ET Company Participants Mathias Miedreich – Chief Executive Officer Filip Platteeuw – Chief Financial Officer Conference Call Participants Chetan Udeshi – JPMor...
The following slide deck was published by Umicore SA in conjunction with their 2022 Q2 earnings call. For further details see: Umicore SA 2022 Q2 - Results - Earnings Call Presentation