Oppdatering fra lokal offentlig høring
Da jeg hadde en stor posisjon aksjer (1 million aksjer) leide jeg inn en advokat for å være med på høringen der borte. Nå er alle aksjene solgt.
Kommunikasjon på Whatsapp er da som følger (les hele om du vil, viktigst er kanskje på bunn. Men totalen gir mening for meg. Så er det opp til deg hva du gjør med det. Jeg solgte alt !
I GÅR
Meldinger du sender til denne samtalen er kryptert fra ende til ende.
Hello Mr., my name is Victor, im an associate with Rodolfo Roessing
14:43
Ill be attending the public hearing in Barcarena tomorrow, about the conduct agreements between Norsk Hydro and the MPPA and MPF
14:45
Denne meldingen ble slettet.
14:47
Thats a test message, please replay if you received it
14:49
Reply *
14:49
Hi. Thank you very much. In grocery shopping now but got your message
14:49
Great, ill keep in touch early in the morning, as soon as i get in the hearing
14:51
Just got home now. Im very glad ypu can go there tomorrow. My investment position is based on earning money when Alunorte reopens and the embargo is completely lifted. So tomorrow is all about what information is given there about this. Will they oppose an opening, is it ok, but they want more moeny from Norsk Hydro, do they want it still closed, due to uncertainty about technology or safety. I understand that you wont be able to give 100 % answer about this, due to the fact that the court is the one deciding what happens next. I will be available during the entire day tomorrow, so just message me here. Also if you at any time could give me your opinion based on what ypu have read and hear so far in media and other, what is your best guess and gut feeling about reopening Alunorte in the near future.
15:24
Got it
15:32
As far as o understood, reading in the call notice, the public hearing has a purpose of transparency about the actions taken so far by the state attorneys. It will focus on responses to the locals and, therefore, Will have a more social and midiatic content (in my opinion)
15:42
In addition, it wil deal with the registration and formation of a committee that will follow the measures imposed by the MPF in the agreement with Hydro
15:45
Thus been said, there is still no evidence about any intention of lifting the embargo, manifested by the prosecutors, but i Will follow the info reported by then to give you a position with more certainty tomorrow
15:49
Tank you very much. I suppose it will be quite much about responses from the local people and such. But I also hope some workers without job now also will ask what actions will be taken about reopening it. It might not come much info on it, but hopefully someone will aske for it. There is of course several points for the agenda. And some want moeny for lost water and all the problems they have experienced, as well as someone also want money and their jobs back. Hopefully there will be som comments on the future. If there is a lot of people feeling badly treated by Norsk Hydro, that might also be important. If everyone is happy with the way Norsk Hydro has acted upon the TAC deal, that might be positive to. Really looking forward to your reports tomorrow
15:51
Exactly, you had a good view on the situation
15:53
Ill check and report, dont worry. Greetings, Victor
15:54
15:55
IDAG
Good morning,. Im here at the hearing, waiting for the beginning
12:13
A lot of angry locals
12:13
Great. Looking forward to it
12:13
Ah. Many angry at Norsk Hydro ?
12:13
Im talking with some people at the line
12:13
12:14
Du
Ah. Many angry at Norsk Hydro ?
Yes, um checking up the reason, but nothing official yet
12:14
Very good.
12:15
Do you think the anger is about money or are they serious about Norsk Hydro ruining their environment ?
12:27
More about the money. they’re complaining about lack of resources provided and information by the task force and the company. Some of then think that the registration of the families os been made in a very desorganized fashion
12:31
12:32
But also ive heard some complaining about the environment, but again, nothing official. Just free talking
12:33
Great.
12:33
The task force representatives até here now. As soon as the start the hearing, ill let you know
12:35
Great
12:35
If they don’t inform on the embargo feel free to ask about it if possible to ask questions
12:36
Sure
12:37
Ill try to talk to then after the hearing too
12:37
Very good
12:37
12:39
Let me know if this guy is around. He is the judge
12:39
Okay
12:39
Judge at the federal court I think. Wouldn’t expect him to be there. But never know
12:40
I know him, federal judge
12:40
Environmental coite
12:40
12:40
Court*
12:40
He could be around just to listen as well. But not a big deal
12:41
Is there anyone to contact or ask informal about when a ruling might come ?
12:42
I just talked with a federal prosecutor
12:43
She told me that i may talk to her, after the hearing, in case of any doubts
12:44
Very good
12:44
About the embargo, and the TAC
12:44
She told me that they have meetings with the company managers every week
12:45
But she will talk about that in the hearing
12:46
Very good
12:46
She’s nice, very proactive
12:47
Ill wait until the end, if you have any doubts
12:48
And speak with her
12:48
Great
12:48
Did she in anyway seem satisfied with the company ?
12:49
Yes, i think the company is collaborating
12:51
Thanks. Given how you know the political climate and the incident at vale, how controversial would you say an reopening of the Alunorte would be now ? Best to wait or wouldn’t be to much problems lifting it now ?
12:57
It depends entirely in how the MP is seeing the company efforts. If the MP decides in favor of the lifting, the court usually accepts. The media may use the Vale incident to criticizes the lifting, but thats not so important, if the autorities are convinced about the company compliance
13:02
Thanks. MP, is that the public defender ?
13:04
No, MP is “Ministério Público”, portuguese for State Attorneys. Sorry
13:05
Ah, thanks. And the MP is there today ?
13:06
The MPE are the State attorneys, the MPF members are the federal prosecutors
13:06
Yes, both are here
13:06
Great. Would you also say that if the MP doesnt approve of the lifting, normally that would be the ruling as well ?
13:07
Yes, the prosecutors in Brazil have a lot of influence in court decisions about environmental issues
13:08
Great. Has it started now ?
13:09
They also have investigation and fiscalization powers, thats why their acts means so much in this type of case
13:10
Du
Great. Has it started now ?
Nope, locals are still been accommodated
13:11
Ok
13:11
A lot of people
13:11
In Norway the stock exchange closes in 3 hours and 15 minutes. I guess thats about 12.25 your local time. After this time, you can summarize and dont have to message so often.
13:12
And if there is something important to listen to, just dont answer me, just text when its best for you
13:13
Ok
13:14
Do you think its possible that the MP will decide today about what to do next ? If people are happy with the threatment, and just ask for more money, they can lift the embargo ? Based on if the feel the company has cooperated well ? Sort of to figure out if its ok to lift embargo and work on compensation further ?
13:24
Well, i dont think they will anounce the intention of lifting the embargo today. Mostly because the people are not happy with the treatment and desorganization in registration
13:32
Ok, so far you judgmentcall would be that its still to early to reopen Alunorte, because once they open it, they dont have the same leverage, and ot would be wrong to open it if they havent complied in a good way ?
13:33
Things normally work in a very slow pace, cause the majority of locals are very poor and uneducated
13:34
And there’s a lot of political bias evolving the investigation, thats why i think its too early for the lift
13:35
Du
Ok, so far you judgmentcall would be that its still to early to reopen Alunorte, because once they open it, they dont have the same leverage, and ot would be wrong to open it if they havent complied in a good way ?
Yes, but this is based in how the people are seeing the company efforts. There are a lot of people who reside in the area near the industry, so its hard to procede with a registration and fair distribuition of the money
13:40
Also, i think that, as you said, is a question of leverage, they dont want to lose the right hand in the negociation
13:42
But i will heard the Mp today, and report.
13:43
But its important for you to know the context. Social and environmental issues here brings a lot of political manipulation
13:44
Thanks. As I have understood it, it is up to the court to decide lifting or not now. Do the court have to come with a ruling, or can they simply just wait and see. A ruling could be to uphoald th embargo, lift it, or embargo 100 %. Is there any timeframe that they have to make a ruling, or can they wait as long as they want.
13:44
I'm very glad for the context for this. The company has of course not guided the norwegian stocck holders about this.
13:44
Thats why i think they will be reluctant in lifting or at least anounces its intention public
13:45
The public hearing is most for give information about the money distribution and organize the registration. But, ill talk to then and ask about the embargo
13:46
great
13:47
Those that have been registrered, do they feel fairly threated by the company ? If the also feel badly treated its worse than only those not registrated felling bad about the company
13:48
Yes, thats a good question. There are some local leaders here. They will né the ones making the first demands and asking questiona
13:49
Questions*
13:49
I will heard their toughts and report
13:49
13:49
+55 91 8895-7756Victor Meira
Yes, thats a good question. There are some local leaders here. They will né the ones making the first demands and asking questiona
They will be*
13:50
Du
Thanks. As I have understood it, it is up to the court to decide lifting
Kommunikasjon på Whatsapp er da som følger (les hele om du vil, viktigst er kanskje på bunn. Men totalen gir mening for meg. Så er det opp til deg hva du gjør med det. Jeg solgte alt !
I GÅR
Meldinger du sender til denne samtalen er kryptert fra ende til ende.
Hello Mr., my name is Victor, im an associate with Rodolfo Roessing
14:43
Ill be attending the public hearing in Barcarena tomorrow, about the conduct agreements between Norsk Hydro and the MPPA and MPF
14:45
Denne meldingen ble slettet.
14:47
Thats a test message, please replay if you received it
14:49
Reply *
14:49
Hi. Thank you very much. In grocery shopping now but got your message
14:49
Great, ill keep in touch early in the morning, as soon as i get in the hearing
14:51
Just got home now. Im very glad ypu can go there tomorrow. My investment position is based on earning money when Alunorte reopens and the embargo is completely lifted. So tomorrow is all about what information is given there about this. Will they oppose an opening, is it ok, but they want more moeny from Norsk Hydro, do they want it still closed, due to uncertainty about technology or safety. I understand that you wont be able to give 100 % answer about this, due to the fact that the court is the one deciding what happens next. I will be available during the entire day tomorrow, so just message me here. Also if you at any time could give me your opinion based on what ypu have read and hear so far in media and other, what is your best guess and gut feeling about reopening Alunorte in the near future.
15:24
Got it
15:32
As far as o understood, reading in the call notice, the public hearing has a purpose of transparency about the actions taken so far by the state attorneys. It will focus on responses to the locals and, therefore, Will have a more social and midiatic content (in my opinion)
15:42
In addition, it wil deal with the registration and formation of a committee that will follow the measures imposed by the MPF in the agreement with Hydro
15:45
Thus been said, there is still no evidence about any intention of lifting the embargo, manifested by the prosecutors, but i Will follow the info reported by then to give you a position with more certainty tomorrow
15:49
Tank you very much. I suppose it will be quite much about responses from the local people and such. But I also hope some workers without job now also will ask what actions will be taken about reopening it. It might not come much info on it, but hopefully someone will aske for it. There is of course several points for the agenda. And some want moeny for lost water and all the problems they have experienced, as well as someone also want money and their jobs back. Hopefully there will be som comments on the future. If there is a lot of people feeling badly treated by Norsk Hydro, that might also be important. If everyone is happy with the way Norsk Hydro has acted upon the TAC deal, that might be positive to. Really looking forward to your reports tomorrow
15:51
Exactly, you had a good view on the situation
15:53
Ill check and report, dont worry. Greetings, Victor
15:54
15:55
IDAG
Good morning,. Im here at the hearing, waiting for the beginning
12:13
A lot of angry locals
12:13
Great. Looking forward to it
12:13
Ah. Many angry at Norsk Hydro ?
12:13
Im talking with some people at the line
12:13
12:14
Du
Ah. Many angry at Norsk Hydro ?
Yes, um checking up the reason, but nothing official yet
12:14
Very good.
12:15
Do you think the anger is about money or are they serious about Norsk Hydro ruining their environment ?
12:27
More about the money. they’re complaining about lack of resources provided and information by the task force and the company. Some of then think that the registration of the families os been made in a very desorganized fashion
12:31
12:32
But also ive heard some complaining about the environment, but again, nothing official. Just free talking
12:33
Great.
12:33
The task force representatives até here now. As soon as the start the hearing, ill let you know
12:35
Great
12:35
If they don’t inform on the embargo feel free to ask about it if possible to ask questions
12:36
Sure
12:37
Ill try to talk to then after the hearing too
12:37
Very good
12:37
12:39
Let me know if this guy is around. He is the judge
12:39
Okay
12:39
Judge at the federal court I think. Wouldn’t expect him to be there. But never know
12:40
I know him, federal judge
12:40
Environmental coite
12:40
12:40
Court*
12:40
He could be around just to listen as well. But not a big deal
12:41
Is there anyone to contact or ask informal about when a ruling might come ?
12:42
I just talked with a federal prosecutor
12:43
She told me that i may talk to her, after the hearing, in case of any doubts
12:44
Very good
12:44
About the embargo, and the TAC
12:44
She told me that they have meetings with the company managers every week
12:45
But she will talk about that in the hearing
12:46
Very good
12:46
She’s nice, very proactive
12:47
Ill wait until the end, if you have any doubts
12:48
And speak with her
12:48
Great
12:48
Did she in anyway seem satisfied with the company ?
12:49
Yes, i think the company is collaborating
12:51
Thanks. Given how you know the political climate and the incident at vale, how controversial would you say an reopening of the Alunorte would be now ? Best to wait or wouldn’t be to much problems lifting it now ?
12:57
It depends entirely in how the MP is seeing the company efforts. If the MP decides in favor of the lifting, the court usually accepts. The media may use the Vale incident to criticizes the lifting, but thats not so important, if the autorities are convinced about the company compliance
13:02
Thanks. MP, is that the public defender ?
13:04
No, MP is “Ministério Público”, portuguese for State Attorneys. Sorry
13:05
Ah, thanks. And the MP is there today ?
13:06
The MPE are the State attorneys, the MPF members are the federal prosecutors
13:06
Yes, both are here
13:06
Great. Would you also say that if the MP doesnt approve of the lifting, normally that would be the ruling as well ?
13:07
Yes, the prosecutors in Brazil have a lot of influence in court decisions about environmental issues
13:08
Great. Has it started now ?
13:09
They also have investigation and fiscalization powers, thats why their acts means so much in this type of case
13:10
Du
Great. Has it started now ?
Nope, locals are still been accommodated
13:11
Ok
13:11
A lot of people
13:11
In Norway the stock exchange closes in 3 hours and 15 minutes. I guess thats about 12.25 your local time. After this time, you can summarize and dont have to message so often.
13:12
And if there is something important to listen to, just dont answer me, just text when its best for you
13:13
Ok
13:14
Do you think its possible that the MP will decide today about what to do next ? If people are happy with the threatment, and just ask for more money, they can lift the embargo ? Based on if the feel the company has cooperated well ? Sort of to figure out if its ok to lift embargo and work on compensation further ?
13:24
Well, i dont think they will anounce the intention of lifting the embargo today. Mostly because the people are not happy with the treatment and desorganization in registration
13:32
Ok, so far you judgmentcall would be that its still to early to reopen Alunorte, because once they open it, they dont have the same leverage, and ot would be wrong to open it if they havent complied in a good way ?
13:33
Things normally work in a very slow pace, cause the majority of locals are very poor and uneducated
13:34
And there’s a lot of political bias evolving the investigation, thats why i think its too early for the lift
13:35
Du
Ok, so far you judgmentcall would be that its still to early to reopen Alunorte, because once they open it, they dont have the same leverage, and ot would be wrong to open it if they havent complied in a good way ?
Yes, but this is based in how the people are seeing the company efforts. There are a lot of people who reside in the area near the industry, so its hard to procede with a registration and fair distribuition of the money
13:40
Also, i think that, as you said, is a question of leverage, they dont want to lose the right hand in the negociation
13:42
But i will heard the Mp today, and report.
13:43
But its important for you to know the context. Social and environmental issues here brings a lot of political manipulation
13:44
Thanks. As I have understood it, it is up to the court to decide lifting or not now. Do the court have to come with a ruling, or can they simply just wait and see. A ruling could be to uphoald th embargo, lift it, or embargo 100 %. Is there any timeframe that they have to make a ruling, or can they wait as long as they want.
13:44
I'm very glad for the context for this. The company has of course not guided the norwegian stocck holders about this.
13:44
Thats why i think they will be reluctant in lifting or at least anounces its intention public
13:45
The public hearing is most for give information about the money distribution and organize the registration. But, ill talk to then and ask about the embargo
13:46
great
13:47
Those that have been registrered, do they feel fairly threated by the company ? If the also feel badly treated its worse than only those not registrated felling bad about the company
13:48
Yes, thats a good question. There are some local leaders here. They will né the ones making the first demands and asking questiona
13:49
Questions*
13:49
I will heard their toughts and report
13:49
13:49
+55 91 8895-7756Victor Meira
Yes, thats a good question. There are some local leaders here. They will né the ones making the first demands and asking questiona
They will be*
13:50
Du
Thanks. As I have understood it, it is up to the court to decide lifting
Redigert 21.01.2021 kl 08:10
Du må logge inn for å svare
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Poenget er at Hydro har fulgt opp den tekniske delen av avtalene. Når anlegget er vurdert som sikkert nok til og håndtere 100% produksjon er det juridisk ikke lenger noen grunn til å holde den på 50%. Det humanitere/samt utbetalinger til folket må gå som sak siden, embargo er knyttet mot anlegget, ikke folket, folket vil nok aldri blir fornøyd samme hvor mye Hydro hadde cashet ut, min mening. Bør også(om de ikke har opptrådt uaksomt) være mulig for Hydro og få dekket deler av tapet via forsikringa- selskap.
Redigert 21.01.2021 kl 08:10
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Hydro har bekreftet at de ikke har noen forsikring mot dette. Svaret kommer nederst her.
Til baikal12. Jeg er ikke uenig med deg, men mener at det synet er med norske øyner. Også har jeg for egen del tenkt at jeg ikke kommer til å tjene penger på bare å se dette med norske øyne. Samme hvor galt jeg mener det er, så kan man ikke se bort i fra systemet der borte. Men opp til deg. Vi er enige om prinsippet for all del.
Svaret:
Hei
Vi regner ikke med noe forsikringsdekning i denne saken
Merknad fra meg Boktransporten: at de ikke har guidet markedet om at det ikke er forsikring på dette, burde også være unødvendig.
Til baikal12. Jeg er ikke uenig med deg, men mener at det synet er med norske øyner. Også har jeg for egen del tenkt at jeg ikke kommer til å tjene penger på bare å se dette med norske øyne. Samme hvor galt jeg mener det er, så kan man ikke se bort i fra systemet der borte. Men opp til deg. Vi er enige om prinsippet for all del.
Svaret:
Hei
Vi regner ikke med noe forsikringsdekning i denne saken
Merknad fra meg Boktransporten: at de ikke har guidet markedet om at det ikke er forsikring på dette, burde også være unødvendig.
Redigert 21.01.2021 kl 08:10
Du må logge inn for å svare
Ok, ja har vel fått eit lignende svar, men at det ikke var helt utelukket, mulig dette har endret seg da jeg stilte spørsmålet ganske tidlig.
Redigert 21.01.2021 kl 08:10
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tv68
16.02.2019 kl 17:39
2978
Den norske stat eier drøyt 34 prosent av aksjene i det tradisjonsrike industrikonsernet. Dermed et papirtap på over 15 milliarder kroner på kursfallet det siste året. Når ledelsen virker handlingslammet burde vell staten inn å prøve hjelpe, men de er nok like handlingslammet. Dette skulle vært ordnet opp i på noen mnd og ikke over ett år. Nå er det bare tragisk hele «sirkuset» i Brasil.
Redigert 21.01.2021 kl 08:10
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babols
16.02.2019 kl 17:40
2972
Hei. Til dere som handler opsjoner, hvor handler dere disse? Jeg handler noe på nordnet men på de fleste instrumentene virker det som om det bare er jeg som kjøper.. er det en side man kan følge med det totale antall opsjoner som handles i en aksje?
Redigert 21.01.2021 kl 08:10
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Hr Dust
16.02.2019 kl 17:53
2957
Det enkle er ofte det beste. Dette ordner seg. Basert på at det meste ordner seg.
Kjøp med begge hender. Kurs 34.68
Kjøp med begge hender. Kurs 34.68
Redigert 21.01.2021 kl 08:10
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Uansett, markedet er gått over til å være meget bullish, tror egentlig Brasil har mindre betydning i korte bildet, ved løsning på handelskrig eller eit greit utfall på brexit, kommer Hydro til å gå. Sammenlign kursen med eks. Alcoa så forstår dere. Brasil kommer. Brasil løsning vil være en bonus.
Redigert 21.01.2021 kl 08:10
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Sofasparer
16.02.2019 kl 21:14
2782
Jeg synes faktisk ikke noe om å skrive hvor mange aksjer en har.
Om jeg skriver hvor mange jeg har, kan det umulig sjekkes - derfor lite troverdig.
Har troa på at NHY igjen tusler seg opp mot 40,-
Om jeg skriver hvor mange jeg har, kan det umulig sjekkes - derfor lite troverdig.
Har troa på at NHY igjen tusler seg opp mot 40,-
Redigert 21.01.2021 kl 08:10
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Urquel9
16.02.2019 kl 21:57
2733
Haugen så på NHY for noen dager og sa at risikoen i aksjen kan ligge på oppsiden om den bunner ut på ca. 34 kr, da blir det opp til enhver å vurdere om den har bunnet ut.Den har satt en dobbel bunn, holder den?
Momentum peker nedover og RSI har problemer med å forsere 30. De glidende snittene henger også med hodet.
Det blir vel 2 rolige uker på børsen nå, først skal fiffen fra Østlandet bade seg i champis på fjellet, deretter skal borgerskapet fra Bergen til Geilo (og liknende steder) for det samme, tror derfor det kan gå mot en relativt flat indeks fremover, det gagner sikkert ikke NHY.
Momentum peker nedover og RSI har problemer med å forsere 30. De glidende snittene henger også med hodet.
Det blir vel 2 rolige uker på børsen nå, først skal fiffen fra Østlandet bade seg i champis på fjellet, deretter skal borgerskapet fra Bergen til Geilo (og liknende steder) for det samme, tror derfor det kan gå mot en relativt flat indeks fremover, det gagner sikkert ikke NHY.
Redigert 21.01.2021 kl 08:10
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isaach
16.02.2019 kl 22:05
2722
All fornuft tilsier at saken snart blir loest.Mht faktiske opplysninger,Statsadvokaten eller hydro maa selvsagt fremlegge et forslag til loesning.Jeg nektes nesten aa tro at hydro og Statsadvokaten omtrent ikke forhandler/snakker med hverandre,man befinner seg vel ikke i en barnehage?? ..Den normale prosedyre i en slik sak er at partene etter saa lang til og med betydelige oekonomiske tap viser kortene.Om hydro maa legge 1 milliard paa bordet for aa faa loest denne saken boer de selvsagt gjoere det.Hittil har det kostet hydro 3 millirder i inntektsbortfall.Etter min mening vil ikke hydros miljoeprofil bli saerlig skadelidende ved aksept av objektivt ansvar.I en avtaletekst som offentliggjoeres kan hydro legge frem sitt syn,og uttale at det ut fra en totoalvurdering er best for hydro aa utbetale erstatningen.
Statsadvokaten vil vel ikke vaere alt for noye med formuleringene dersom pengene legges paa bordet.Det er penger denne saken dreier seg om.
Statsadvokaten vil vel ikke vaere alt for noye med formuleringene dersom pengene legges paa bordet.Det er penger denne saken dreier seg om.
Redigert 21.01.2021 kl 08:10
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isaach
16.02.2019 kl 22:33
2467
Jeg vil tilføye;Hydro bør fremlegge et forslag til løsning før domstolen kommer med avgjørelsen.Risikoen for en negativ domstolsavgjørelse er for stor.Hydro kommer i en betydeligere vanskeligere situasjon hvis saken tapes.Nå er hydro på offensiven og tidspunktet må være inne for å gjøre et definitivt gjennombrudd.
Redigert 21.01.2021 kl 08:10
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Det var ett godt forslag. Tror også Hydro har mye å tjene på litt ydmykhet og å kjøpe seg ut, kontra en dom som sier at embargoen skal forlenges. Da er veien plutselig ganske lang for å heve den.
Ett tegn på ydmykhet er neppe at Hydro mener at det er bevist at det ikke har vært noen utslipp overhodet. Jeg tror det må gis ved døren for å få en løsning. Påtalemyndigheten besitter to rapporter som sier at det har vært utslipp. Å bevise at det overhode ikke har vært noe utslipp (none so what ever) er en veldig steil tilnærming til dette. MPF og MPPA mener at det ikke er forsvarlig med en oppstart.
Jeg kan absolutt skjønne moduset til selskapet, og sett gjennom norske øyne er dette helt håpløst. Men sett fra begge sider, ser det ikke så oversiktiglig ut, og NHY har neppe inntatt en holdning som lokalbefolkningen og MPF og MPPA anser som litt ydmyk. Satt på spissen, blir dritten igjen der, og pengene går til Norge (sett fra lokalbefolkningens ståsted).
NHY vet sikkert best, men i etterpåklokskapens lys er det vanskelig å se at de har løst dette på en god måte. Med mindre selskapet og styret mener at enhver annen tilnærming ville vært mye dyrere, så er det vanskelig å se at dagens løsning og tilnærming er rett.
Ett tegn på ydmykhet er neppe at Hydro mener at det er bevist at det ikke har vært noen utslipp overhodet. Jeg tror det må gis ved døren for å få en løsning. Påtalemyndigheten besitter to rapporter som sier at det har vært utslipp. Å bevise at det overhode ikke har vært noe utslipp (none so what ever) er en veldig steil tilnærming til dette. MPF og MPPA mener at det ikke er forsvarlig med en oppstart.
Jeg kan absolutt skjønne moduset til selskapet, og sett gjennom norske øyne er dette helt håpløst. Men sett fra begge sider, ser det ikke så oversiktiglig ut, og NHY har neppe inntatt en holdning som lokalbefolkningen og MPF og MPPA anser som litt ydmyk. Satt på spissen, blir dritten igjen der, og pengene går til Norge (sett fra lokalbefolkningens ståsted).
NHY vet sikkert best, men i etterpåklokskapens lys er det vanskelig å se at de har løst dette på en god måte. Med mindre selskapet og styret mener at enhver annen tilnærming ville vært mye dyrere, så er det vanskelig å se at dagens løsning og tilnærming er rett.
Redigert 21.01.2021 kl 08:10
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Har forresten en varsling på SEMAS og Alunorte på Google. Samt overvåker Federal Court Belem for alle dokument med Alunorte. I den forbindelse fant jeg akkurat ut at SEMAS har selv den 13. februar bekreftet at de har gitt en miljøtillatelse til Agropalma på forfalsket informasjon fra selskapet.
Uten at dette direkte har betydning for Norsk Hydro, så stiller ikke den ene parten som har opphevet sin embargo seg noe bedre, ved at de nettopp har gitt en tillatelse til drift basert på forfalsket informasjon. Jeg sier ikke at Hydro har gjort dette, det tror jeg ikke heller. Men i målingen i troverdighet så falt nok SEMAS betraktelig etter at de selv bekrefter at dette har skjedd. Det er naturlig å tenke at det ikke er første gangen det har skjedd heller. Man kan bare spekulere i at de forholder seg til dokumentasjon uten å ta stilling til selve stedet og teknologien som brukes der, og baseres ikke på inspeksjoner. Dette er ikke så svart hvitt som Hydro ønsker. Ei heller formidler de noe av dette til aksjonærene.
Uten at dette direkte har betydning for Norsk Hydro, så stiller ikke den ene parten som har opphevet sin embargo seg noe bedre, ved at de nettopp har gitt en tillatelse til drift basert på forfalsket informasjon. Jeg sier ikke at Hydro har gjort dette, det tror jeg ikke heller. Men i målingen i troverdighet så falt nok SEMAS betraktelig etter at de selv bekrefter at dette har skjedd. Det er naturlig å tenke at det ikke er første gangen det har skjedd heller. Man kan bare spekulere i at de forholder seg til dokumentasjon uten å ta stilling til selve stedet og teknologien som brukes der, og baseres ikke på inspeksjoner. Dette er ikke så svart hvitt som Hydro ønsker. Ei heller formidler de noe av dette til aksjonærene.
Redigert 21.01.2021 kl 08:10
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karlman
17.02.2019 kl 13:21
2286
@Boktransporten
Hva har du som mål å oppnå i årlig avkastning for dine investering?
Hva har du som mål å oppnå i årlig avkastning for dine investering?
Redigert 21.01.2021 kl 08:10
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Målet er mest mulig.
Men gambler aldri med den kapitalen jeg har som gjør at jeg er så heldig at jeg aldri må jobbe igjen. Alt overskudd handler vel egentlig bare om finere biler og sånt. Taper jeg toppen gir jeg meg.så lenge jeg er over Limiten holder jeg på.
Men gambler aldri med den kapitalen jeg har som gjør at jeg er så heldig at jeg aldri må jobbe igjen. Alt overskudd handler vel egentlig bare om finere biler og sånt. Taper jeg toppen gir jeg meg.så lenge jeg er over Limiten holder jeg på.
Redigert 21.01.2021 kl 08:10
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Ikke samfunnsøkonomisk å holde HydroAlunorte på 50%, det politiske presse på dommer A.C antar jeg begynner å bli stort, Semas var de som kom med anmodning om å stenge ned, nå er har det sagt det er det er ok med 100%. Hydro har oppfylt den tekniske delen av avtalen. Alt peker i mine øyne mot at vi snart får melding. Vil sikker komme noe støy inetterkant vedrørende TAC, men det går seg til. Hydro aksjonærene kan lene seg tilbake og nyte strømmen av økende aluminium i industrien, det kommer til å dra seg til noe hinsides. Og som sagt, handelssamtaler, alu og dollar samt generelt forbruk av alu er mye viktigere en Brasil, alle sjønner at Alunorte skal tilbake til 100%
Redigert 21.01.2021 kl 08:10
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Husk 10% dollar styrkning tilfører Hydro 3,5-4 mrd ved normal drift.(årlig)
Redigert 21.01.2021 kl 08:10
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halvpris
17.02.2019 kl 21:17
1988
Venter på utbytte, om kurs er ditt eller datt betyr lite.
Sterkere energitall for Hydro
Norsk Hydro er en stor kraftprodusent i tillegg til å produsere aluminium. Selskapets energivirksomhet leverte et justert driftsresultat (ebit) på 500 millioner kroner i fjerde kvartal, en økning på ni prosent fra samme periode året før.
https://e24.no/energi/stroem/kraftselskapene-haaver-inn-paa-dyr-stroem/24561793
Sterkere energitall for Hydro
Norsk Hydro er en stor kraftprodusent i tillegg til å produsere aluminium. Selskapets energivirksomhet leverte et justert driftsresultat (ebit) på 500 millioner kroner i fjerde kvartal, en økning på ni prosent fra samme periode året før.
https://e24.no/energi/stroem/kraftselskapene-haaver-inn-paa-dyr-stroem/24561793
Redigert 21.01.2021 kl 08:10
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