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Vale S.A. (VALE)

NYSE - NYSE Delayed Price. Currency in USD
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22.17-0.37 (-1.64%)
At close: 4:00PM EDT
22.00 -0.17 (-0.77%)
After hours: 07:59PM EDT
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  • J
    Joe
    First Majestic Silver Corp.
    @MT....you'll love the irony...not yet ready to call it a generational stock just yet, but I've owned for awhile and bought more last week and this morning - #MT-....just on their investment in form energy...form energy- google that one. Also backs up logic to owning #BHP, #RIO and #VALE.
  • D
    Dylan
    TL;DR VALE I a producer of COBALT, which Musk stated (in an interview following Battery Day), was actually the mineral who's scarcity was the limiting factor in the production of EV batteries (that while a shortage of Lithium was expected, the Cobalt shortage would have the greatest impact). Producers of Cobalt are just as few as producers of Lithium, qnd as this fact becomes abundant, it will drive hype pushing prices of producers 10X that of the Lithium producer price boom. AND if research continues and the price of mass production gets a little cheaper, then NMC batteries will be the standard, and we will see both Nickel and Cobalt demand and
    prices skyrocket. But Cobalt will be the scarce resource and will command an intense premium. VALE IS WELL POSITIONED FOR THE BATTERY MARKET.

    Everyone is mentioning nickel as Vale's top "product," but it's Cobalt. Elon Musk actually said that Cobalt is the limiting factor in battery production. While nickel is used in older, less expensive battery cells, particularly Nickel-Cadmium & Nickel Metal Hydride batteries ("NiCads" & "NiMH; which were/are commonly used in relatively low-power consuming digital cameras for their relative lightweight compared to traditional, non-rechargable Alkaline or the very low energy density ZnC & ZnCl). Nickel will be important, as the EV market begins to move into the developing markets with specialized lightweight vehicles and the ultra-economy consumer vehicles, so the investment in Nickel R&D will be a long run return still. But the energy density, maximum output power, recharge speed, and battery lifespan of Lithium based batteries is (aside from experimental and currently disproportionately expensive solid state battery technology cells) is far superior to any batteries that use Nickel as the cathode, particularly for applications such as EVs. The most common Lithium batteries all use Cobalt: Lithium Cobalt Oxide batteries are used in most smartphones, but can be flammable, so other ionic salts utilizing Cobalt are also used, such as Lithium Iron Cobalt... and lithium nickel manganese cobalt oxide, which is some of the most promising new affordable battery cell tech. Since Cobalt had previously only been used in so-called "super-alloys", which had applications in very specialized sectors such as jet engines, dental implants and high tensile titanium. For this reason, not many producers already exist. But Cobalt containing Lithium batteries are creating and are poised to create a demand which the world has never seen. That will be the limiting factor which will cause the impending battery shortage.

    While Musk stressed the importance Lithium in the impending battery shortage, he later stated in an interview that it was actually COBALT that would be the limiting factor in production.

    So it is likely that Nickel will soon have a use in the battery industry, but be a far less profitable resource, especially considering the abundance of Nickel that can be reclaimed already in circulation (I mean that figuratively, not talking about the coins), while Cobalt is an already scarce resource. While it hasn't been brought to light yet, the demand for Cobalt in the relatively recent future will greatly surpass that of Lithium, and the hype and price boost surrounding all producers of the metal will be ten times that of the Lithium spike after battery day!
  • g
    genz
    I couldn’t be happier with the daily emails I get from (http://Fairstox.com). They give me the best daily advice based on stock market news and help me make wiser decisions when it comes to investing. An absolute must for any investor!
  • a
    anthony
    vale has 2 things going for it:

    1. it produces the best quality iron ore in the world and has huge reserves and
    2. it is the worlds leading producer of nickel. on battery day elon musk said that he envisioned making improved batteries and the superconductor but would need much more nickel to achieve scale. 2 years ago electric cars made up 1% of all cars on the road. today they account for 3%. by 2025 they are expected to account for 10%. by 2030 28% and by 2040 58% of the world car market. if you think that tesla stock is perhaps overpriced right now then maybe buying into the supply chain(VALE) is the next best thing.
  • k
    kindoflost
    2Q21
    production report, Monday, July 19th after close
    earnings, Wednesday, July 28th after close
    conf call, Thursday, July 29th 11am
  • R
    Richard
    Did anyone get there Div. today?
  • E
    Edward
    Dividend showed up today in my IRA. They didn't subtract the foreign tax or ADR fee - HAPPY!
    Bullish
  • R
    Roy
    Given the potential VALE has in earnings growth, this stock should be up a dollar each month until the end of this year. At least $29 by Christmas?
  • R
    Roy
    Did you miss that buying opportunity there at 22.40? I did. There's a lot of "coulda, shoulda, woulda" in the stock market.
  • J
    Jen and
    Any idea what is going on today with the price drop?
  • J
    John
    I have a question regarding Vale's logistics operation. Vale has a fleet of vessels (e.g. Valemax) for shipping iron ore and other metals across the oceans. They were mainly constructed in China and South Korea. Are these ships partly owned by other companies as well?
    Bullish
  • K
    Kaish
    Only dropped $0.16 on ex dividend date even though dividends were about $0.44. Looks like demand for Vale shares is strong. I think the next leg up to $30 will start on Friday.
    Bullish
  • R
    Richard
    “Iron ore and steel prices are once again rising higher … amid strong demand from the Chinese steel industry and supply issues from the largest global producers,” market analyst Fitch Solutions wrote in a note.

    However, an improvement in supply and weaker consumption by downstream players at current high prices are expected to cap gains in the coming months, Fitch added.
  • M
    Miner
    Vale has more cash and liquidity than debt
    Please get some info before posting misinformation
  • J
    JohnK
    Does Vale have a share buy back program? It would seem to me that a company who prefers to give dividends than see its share price rise except little by little would also want to buy back shares and let the shares it buys back start to appreciate while its cost of paying dividends go down. Either way - it’s hard to be in a sounder stock.
  • 🎩 Oz
    One share of Vale is about the same #$%$ pounds of copper. Yet 1 share gives you $1.50 in dividend a year, do yourself a favor and buy Vale.
  • k
    kindoflost
    Brazil exported 33.68MT of iron ore in June, a 9-month high
  • R
    Richard
    FCX Forward PE 29 ?? Less than 1% Div . If Vale PE were 29 it would be trading at $146.00 a share and still be a better buy than FCX
  • J
    JohnK
    What is the ex-div date?
  • J
    JohnK
    A company that makes this much money and pays such a great dividend is pathetically undervalued here. Justice in the world obtains at $59.