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Aandeel OCI AEX:OCI.NL, NL0010558797

Laatste koers (eur) Verschil Volume
10,905   +0,010   (+0,09%) Dagrange 10,830 - 10,980 260.066   Gem. (3M) 981K

OCI - 2021

7.828 Posts
Pagina: «« 1 ... 175 176 177 178 179 ... 392 »» | Laatste | Omlaag ↓
  1. Outperformers 10 augustus 2021 15:50
    quote:

    Just lucky schreef op 10 augustus 2021 15:45:

    De omzet neemt nu sterk toe, er wordt dus ook vanuit America flink gekocht. Het dumpen van stukken wordt helaas ook direct flink opgeschaald, waardoor de koers niet echt omhoog gaat.
    Echt serieus groot kun je de omzet (nog) niet noemen. Is de helft van het gemiddelde dagvolume. Zou mooi zijn als de interesse om groot in te kopen weer terugkomt. Zijn toch de nodige positieve signalen die dat rechtvaardigen. Verbaast me wel dat grotere kopers wegblijven.
  2. forum rang 7 Just lucky 10 augustus 2021 15:52
    quote:

    Outperformers schreef op 10 augustus 2021 15:50:

    [...]

    Echt serieus groot kun je de omzet (nog) niet noemen. Is de helft van het gemiddelde dagvolume. Zou mooi zijn als de interesse om groot in te kopen weer terugkomt. Zijn toch de nodige positieve signalen die dat rechtvaardigen. Verbaast me wel dat grotere kopers wegblijven.
    Ik heb het over de omzet vanaf 15.30, 40k in 15 min is voor OCI heel veel (zeker gezien de laatste weken). Het aantal grote transacties is vanaf 15.30 ook veel groter.
  3. Outperformers 10 augustus 2021 15:54
    quote:

    Just lucky schreef op 10 augustus 2021 15:52:

    [...]Ik heb het over de omzet vanaf 15.30, 40k in 15 min is voor OCI heel veel (zeker gezien de laatste weken).
    Eens, maar het zet de koers vooralsnog niet echt in beweging. Grote verkoper heeft nog wat stukjes liggen waar ze(?) blijkbaar vanaf moet
  4. forum rang 7 Just lucky 10 augustus 2021 15:59
    quote:

    Outperformers schreef op 10 augustus 2021 15:54:

    [...]

    Eens, maar het zet de koers vooralsnog niet echt in beweging. Grote verkoper heeft nog wat stukjes liggen waar ze(?) blijkbaar vanaf moet
    Dat klopt, als je nu op 19.20 een bied zet van 300k stukken, dan wordt die order waarschijnlijk direct uitgetikt.
  5. forum rang 7 Just lucky 10 augustus 2021 16:25
    quote:

    Kruimeldief schreef op 10 augustus 2021 16:07:

    In de registers is al lange tijd geen melding te vinden (wie door de 5 of 3% zakt).
    Dat hoeft ook niet, de Gates kunnen maximaal 11 mln (5%) stukken dumpen voordat ze iets moeten melden (afhankelijk van hun aandelenbelang). Er wordt momenteel volop geloosd waardoor een verdere stijging er helaas niet inzit. Ze hebben alvast een blok van 28k stukken op 19,30 gezet, benieuwd of die wordt opgekocht.
  6. forum rang 7 Just lucky 10 augustus 2021 16:30
    CF dik 3% in de plus op basis van groeicijfers die niet kunnen tippen aan de cijfers van OCI. En de koers van OCI?, die staat vast onder een verkoopblok. Koers CF is de laatste dagen met ca. 7% gestegen en OCI 0% vanwege de enorme verkoopdruk van een grote verkoper. Oh gelukkig, zie net dat de grote verkooporder (28k stukken) is opgekocht.
  7. eduardo3105 10 augustus 2021 16:33
    quote:

    Just lucky schreef op 10 augustus 2021 16:30:

    CF dik 3% in de plus op basis van groeicijfers die niet kunnen tippen aan de cijfers van OCI. En de koers van OCI?, die staat vast onder een verkoopblok. Koers CF is de laatste dagen met ca. 7% gestegen en OCI 0% vanwege de enorme verkoopdruk van een grote verkoper. Oh gelukkig, zie net dat de grote verkooporder (28k stukken) is opgekocht.
    En de laat is nu aardig leeg. Is dit het begin van het herstel?? of toch weer een dode mus
  8. Outperformers 10 augustus 2021 16:35
    quote:

    Just lucky schreef op 10 augustus 2021 16:30:

    CF dik 3% in de plus op basis van groeicijfers die niet kunnen tippen aan de cijfers van OCI. En de koers van OCI?, die staat vast onder een verkoopblok. Koers CF is de laatste dagen met ca. 7% gestegen en OCI 0% vanwege de enorme verkoopdruk van een grote verkoper. Oh gelukkig, zie net dat de grote verkooporder (28k stukken) is opgekocht.
    Zou kunnen dat ze het laatste portie in de laat hebben gezet. Lijkt inmiddels inderdaad opgekocht wat de weg omhoog vrij maakt. Of is dat wishful thinking ?

    Ben het met je eens dat de koers van OCI ver is achter gebleven bij die van de sectorgenoten. Zelf vorige week na de Q2 cijfers ingestapt; had zo’n forse terugval niet verwacht. Mochten we toch weer terugzakken naar 19 en lager dan koop ik wellicht nog wat bij alhoewel ik niet echt ben van het ‘middelen’ van je aankoopkoers op die manier
  9. forum rang 6 de schaatser 10 augustus 2021 19:56
    quote:

    de schaatser schreef op 10 augustus 2021 10:04:

    [...]

    Wat ik jammer vindt dat de eerder afgegeven prognose cijfers voor 2021 niet nader onder het vergrootglas worden besproken.
    Omzet eerste halfjaar in dollars 2,6 miljard. optie 2021= 5,2 miljard. Volgens prognose 4,028 miljard
    Ebitda eerste halfjaar in dollars 987 miljoen. optie 2021= 1,974 miljard. Volgens prognose 1,406 miljard.
    W.P.A. eerste halfjaar in dollars 1,17 dollar. optie 2021 = 2,34 dollar . Volgens prognose 1,32 dollar.

    Her is frustrerend dat bij de lager afgegeven prognose de koers van het aandeel de 23 euro heeft aangetikt. En dat nu de feiten nog beter liggen de analist daar zijn mening niet over durft uit te spreken.

    Ik denk dat wij de cijfers die ik als optie omschrijf voor 2021 gaan halen. En dat een terugval van de prijzen in 2022, niet aan de order zijn. Gelijk als het gemiddelde van dit jaar is mijn verwachting. ( boeren zijn nu al voorraad aan het inslaan )
    Bovendien is het ultra moderne fabrieken van OCI niet ter sprake gekomen. Zij kunnen daardoor terrein winnen ten koste van de concurrent.
    Als je nu bovenaan de pagina van dit Forum fundamenteel intoetst dan zie je dat we de rest van het jaar nog maar 0,15 cent gaan verdienen.
    Sorry hoor maar dan kan ik je IEX analyse van vandaag niet serieus nemen.
    Komt bij mij in het vakje knoeiers, naar Siberië met die gast.
  10. forum rang 6 BultiesBrothers 10 augustus 2021 21:11
    Fert markets watching potential China export slowdown
    Gregor HeardGregor Heard
    @grheard
    10 Aug 2021, 7:30 a.m.
    News
    Aa
    New shipments of fertiliser have recently arrived in Australia.
    New shipments of fertiliser have recently arrived in Australia.

    A FERTILISER industry insider has said that while there could be a short-lived decline in fertiliser prices from current record levels, ongoing support would keep prices strong.

    The market is scrambling to assess what is happening in China, one of the world's largest fertiliser producers, after reports that some major Chinese producers would temporarily halt exports to ensure domestic supply and to keep a cap on fertiliser prices there.

    Deepika Thapliyal, senior editor manager at ICIS (the Independent Commodity Intelligence Service), said prices remained high in spite of the normally quiet late summer period in the northern hemisphere.

    Ms Thapliyal said while supplies were set for most producers for August the balance sheet for most crop nutrients is tight with new demand expected to emerge in September.

    She said while a downward correction was expected after record price increases, buyers were likely to swoop in on product once prices come off slightly, while traders may also look at the opportunity to build long positions.

    Ms Thapliyal said the fertiliser market was reacting not only to grain-price related demand but also to high manufacturing costs, with feedstock and gas prices set to keep production costs elevated.

    She said the industry was reacting to the good demand for fertiliser with new manufacturing facilities, such as a 4 million tonne capacity nitrogen plant in Nigeria and ammonia and phosphate expansions in Saudi Arabia, but cautioned these were unlikely to have significant impact on the market for around 12 months.

    Currently, urea prices are softening for the first time since May, with increasing exports from China.

    However, Reuters has reported that major Chinese exporters, especially those with state connections, may not be sending out product as pressure mounts due to record domestic fertiliser prices.

    And Ms Thapliyal said with Brazilian and Indian demand set to recommence shortly any downward correction was likely to be short-lived.

    On the phosphate front, Ms Thapliyal said the seasonal lull was the dominant factor, with even India, where there is a need for diammonium phosphate (DAP), buying appetite remains muted due to the tight availability and high international prices, although a good monsoon means farmers will look to maximise yield potential with good fertiliser rates.

    Again, China will be important in the phosphate space, as the largest exporter in the world, with Reuters reporting it shipped 3.2 million tonnes of diammonium phosphate fertiliser in the first half of this year as well as 2.4 million tonnes of urea

    In Australia there is solid demand for urea in spite of farmgate prices rising to between $750 and $800 a tonne.

    The strong seasonal conditions across virtually the whole country mean that more urea will be top-dressed than usual.

    Several shipments of fertiliser have arrived in recent weeks, however the industry is still prepared for localised short-term supply hiccups as it waits for boats to arrive.

    Farmer groups have generally said while the rise in prices is not a good thing they still see a good return on investment from nitrogen applications due to the high grain prices and the relatively low risk seasonal conditions.

    www.queenslandcountrylife.com.au/stor...
  11. forum rang 6 BultiesBrothers 10 augustus 2021 21:26
    Nutrien Reports Record Earnings and an Excellent Outlook
    August 09, 2021 05:30 PM Eastern Daylight Time
    SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today its second quarter 2021 results, with net earnings of $1.1 billion ($1.94 diluted earnings per share). Second-quarter adjusted net earnings1 were $2.08 per share and adjusted EBITDA1 was $2.2 billion.

    “We delivered record earnings across our global business for the second quarter and first half of 2021 and expect the remainder of the year to contribute to a full year record. We showcased Nutrien’s unique competitive advantages, strong operating performance and the significant leverage to higher fertilizer prices as we focus on our purpose to help growers meet the ever-growing demand for increased food production in a sustainable manner,” commented Mayo Schmidt, Nutrien’s President and CEO.

    “The outlook for global crop and fertilizer markets continues to be very strong and we are positioned to benefit from our structural advantages and as a global leader in agriculture. We increased our full year 2021 adjusted EBITDA guidance1 by over $1.5 billion, supported in part by our quick actions to produce an additional one million tonnes of potash, illustrating the power of the Potash team’s unparalleled flexible, reliable, and low-cost six-mine network,” added Mr. Schmidt.

    Highlights:

    Nutrien generated record adjusted EBITDA of $3.0 billion and free cash flow1 of $1.9 billion in the first half of 2021. This represents an increase of 36 percent and 40 percent, respectively, compared to the first half of 2020 and 17 percent and 12 percent, respectively higher than the previous record for the company in the first half of 2019.
    Nutrien raised full-year 2021 adjusted EBITDA and adjusted net earnings per share1 guidance to $6.0 to $6.4 billion and $4.60 to $5.10 per share, respectively. This reflects higher expected results across our business, as well as, the benefits of increasing our 2021 potash sales guidance by one million tonnes to address global demand in support of our grower customers around the world. By the fourth quarter of 2021, we expect to surge potash production to an annualized run-rate of approximately 17 million tonnes, due to our flexible mine network and the responsiveness of our dedicated employees.
    Nutrien Ag Solutions (“Retail”) delivered record adjusted EBITDA in the second quarter and first half of 2021. First-half adjusted EBITDA increased 24 percent compared to the same period in 2020 as a result of double-digit growth in revenue and gross margin, higher gross margin percentage and adjusted EBITDA margins surpassing 11 percent. The increase was primarily due to organic growth supported by strong demand for grains and oilseeds, continued growth in our proprietary product sales, optimization and efficiency initiatives, as well as, the ongoing commitment of our approximately 3,600 crop advisors to serve our grower customers.
    Sales through our digitally-enabled retail platform were approximately $1.6 billion in the first half of 2021, nearly double the sales compared to the same period in 2020 and exceeding the full year 2020 results of $1.2 billion in just six months. In the first half of 2021, we processed nearly half-a-million individual grower payments through the digital platform.
    Potash adjusted EBITDA was 48 percent higher in the second quarter and 41 percent higher in the first half of 2021 compared to the same periods in 2020 due to higher net realized selling prices and sales volumes. We achieved record production and sales volumes of nearly 7 million tonnes in the first six months of 2021.
    Nitrogen adjusted EBITDA was 45 percent higher in the second quarter and 38 percent higher in the first half of 2021 compared to the same periods in 2020 due to higher net realized selling prices. Phosphate adjusted EBITDA increased 45 percent in the second quarter and 70 percent in the first half of 2021 compared to the same periods in 2020 due to higher net realized selling prices.
    Subsequent to the second quarter of 2021, Nutrien announced an agreement to purchase Terra Nova, a retail businesses in Brazil with EBITDA margins and acquisition multiples in line with similar transaction metrics for ag retail businesses acquired by Nutrien in the US. We also entered a collaboration agreement with EXMAR NV to jointly develop and build a low-carbon, ammonia-fueled vessel to further reduce maritime transportation emissions.
  12. forum rang 6 BultiesBrothers 10 augustus 2021 21:26
    Market Outlook

    Agriculture and Retail


    Crop prices continue to be supported by strong global demand and less than expected supply, resulting in historically low global inventory and strong grower margins. We expect these market fundamentals to continue beyond this season and be supportive of crop prices and grower margins into 2022.
    Growing conditions across North America vary with favorable crop conditions in the US South and East regions, and drought conditions in the Western US, US Northern Plains and Canadian Prairies. We expect this variability could impact regional crop protection and plant health product demand in the second half of 2021 as growers experiencing favorable conditions look to boost and protect yields, particularly given additional pest pressure in parts of the US this summer, while growers impacted by drought may reduce some applications. However, with the strong outlook for crop prices and assuming a normal window for fall application, we expect US fertilizer demand and post-harvest crop protection applications to be strong.
    Brazil’s safrinha corn crop production estimates are significantly below initial market expectations due to both drought and frost. However, Brazilian crop prices remain at near-record highs and growers are expected to increase soybean and safrinha corn area when the next growing seasons begin. In Australia, precipitation has supported favorable soil moisture levels, leading to the largest seeded area for winter crops in the country’s history.
    Crop Nutrient Markets

    Global potash shipments are projected to reach a record 69 to 71 million tonnes in 2021 while inventory in key regions are expected to be historically low going into 2022. This is supported by strong potash consumption backed by favorable agricultural fundamentals, with further upside limited by global supply issues and most producers operating at peak rates.
    We believe Latin America could reach new records for both potash consumption and imports in 2021, as applications for the last crop were strong and growers are proactively securing volumes for the upcoming season. In North America, increased crop area and normal application rates have supported historically high demand which we expect will continue in the fall.
    Global nitrogen demand growth is expected to be approximately 3 percent in 2021 driven by strong agricultural fundamentals and a rebound in industrial demand. In addition, global supply is tight because of production outages and project delays, which together with higher global energy costs, have supported nitrogen prices.
    Strong global urea prices and robust global import demand led Chinese urea exports to increase by over 40 percent during the first half of 2021 compared to depressed 2020 levels. However, as a result of high Chinese domestic prices and very strong demand, the Chinese government urged producers to prioritize the domestic market, which may limit China’s exports through the second half of 2021. Meanwhile, strong Indian urea demand, lower domestic production and tight inventories have resulted in regular tenders.
    Global phosphate demand remains robust in most key markets, which in combination with higher raw material costs and limited growth in export supply has continued to support phosphate prices. While inventories in India are tight, poor import economics create uncertainty for import demand in the second half of 2021.
  13. forum rang 6 de schaatser 10 augustus 2021 23:52
    quote:

    Ruval schreef op 10 augustus 2021 23:06:

    Zowel bedrijven, analisten als ‘market insiders’ geven unaniem aan dat de prijzen op huidige hoge nivo blijven komende halfjaar en verder. Kan iemand me uitleggen waarom ‘de markt’ een correctie inmiddels heeft ingeprijst in de koersen?
    Je zou kunnen redeneren: Als de boeren nu extra inkopen voor de volgende oogst. Deze tonnen mestgoed hoef en kan je niet meer leveren begin 2022. En is dus nu even prijsopdrijvend. En je ziet ook in de verslagen dat de diverse fabrikanten de productie kunnen opvoeren. Met andere woorden het aanbod stijgt en de vraag wordt gehonoreerd. je moet nog oppassen voor overproductie eind 2022 begin 2023.
    Overleg net als in de olie missen we in deze branche. (OPEC )
    Het is een varkenscyclus business.
7.828 Posts
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