24.10.2021, 2683 Zeichen

RHI Magnesita: RHI Magnesita issued its trading statement in respect of the three-month period to 30 September 2021. Demand has continued to be strong for both the Steel and Industrial businesses, with the Group's raw material assets and refractory plants operating at high capacity utilization and order book visibility extending into the first quarter of 2022. Whilst the Group saw improved earnings momentum in September, benefiting from higher prices, profitability in Q3 was in line with H1 2021 due to the impact of further increases in costs. In response to higher costs, the Group has implemented significant customer price increases, with a forecast revenue benefit from agreed increases of Euro 100 mn so far in 2021. Further price increases are being negotiated, with a potential additional revenue benefit of up to Euro 30 mn in 2021. Third quarter profitability was weaker than forecast but momentum improved in September as the benefits of price increases took effect. Achieving full year guidance for EBITA of Euro 310 mn requires a strong performance in the fourth quarter, which is supported by the normal seasonal uplift in cement but is also subject to the agreement of further price increases which are currently being negotiated with customers. Full year EBITA could therefore be between Euro 280 and Euro 310 mn, depending on the successful realization within the fourth quarter of the latest round of price increases and any further increases in costs. In line with its stated strategy to grow in geographies where it is currently under-represented, RHI Magnesita has agreed to acquire an 85.22% stake in Sörmas Söğüt Refrakter Malzemeleri Anonim Şirketi, a producer of refractories for the cement, steel, glass and other industries in Turkey, for a consideration of Euro 38.8 min in cash.
RHI Magnesita: weekly performance: 11.46%

Andritz: International technology group Andritz has received an order from Albaad Massuot Yitzhak Ltd. to supply a neXline wetlace hybrid line for their Dimona facilities, Israel. The line will produce a wide variety of pulp-based wet wipes and is scheduled for start-up during the third quarter 2023. The state-of-the-art neXline wetlace hybrid is the perfect combination of inline drylaid and wetlaid web forming with hydroentanglement and drying, including quality control equipment and a Metris Industry 4.0 package. All components will be delivered by Andritz and are designed to produce first-class fabrics, including biodegradable, carded-pulp and flushable/dispersible nonwovens for end uses as wipes.
Andritz: weekly performance: 1.74%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (19/10/2021)

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