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Aandeel OCI AEX:OCI.NL, NL0010558797

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OCI - 2022: Nu of nooit!

7.660 Posts
Pagina: «« 1 ... 232 233 234 235 236 ... 383 »» | Laatste | Omlaag ↓
  1. forum rang 5 silverbullet 30 juni 2022 19:46
    Yara investerings ambitie is slecht ontvangen op de beurs.gezien de aandeel waarde van bijna 7% verloren ging.

    June 30 (Reuters) - Yara International ASA ::REG-INAUGURAL YARA CLEAN AMMONIA CAPITAL MARKETS DAY.STRATEGIC AMBITION TO LEVERAGE AND SCALE CURRENT PLATFORM TO CAPTURE A LEADING MARKET SHARE ACROSS CLEAN AMMONIA VALUE CHAIN.CLEAN AMMONIA REPRESENTS A MASSIVE OPPORTUNITY THAT IS PROJECTED TO DRIVE EXPONENTIAL, LONG-TERM MARKET GROWTH.STRATEGY OF SCALING INTEGRATED MIDSTREAM PLATFORM WHILE EXPANDING INTO UPSTREAM AND DOWNSTREAM SEGMENTS OF CLEAN AMMONIA VALUE CHAIN.SEEKS TO INVEST UP TO USD 400 MILLION DOLLARS TO INCREASE MIDSTREAM CAPACITY AND ESTABLISH A DOWNSTREAM PRESENCE BY 2030.MIDSTREAM GROWTH PLAN INCLUDES SELECTIVE INVESTMENTS IN TERMINALS AND VESSELS.COMMERCIAL ORGANIZATION WILL SPEARHEAD DEVELOPMENT OF NEW END-MARKETS.EXISTING AMMONIA PLANTS WILL REMAIN IN YARA.TO DEVELOP NEW CLEAN AMMONIA PRODUCTION, ALSO UTILIZING YARA'S EXISTING ASSET BASE.PORTFOLIO IS WEIGHTED TOWARDS BLUE PROJECTS IN NORTH AMERICA WHERE COMPANY IS EXPLORING SEVERAL OPPORTUNITIES.PROJECT PORTFOLIO IS DIMENSIONED TO PROVIDE ASSET-BACKED PRODUCTION OF ABOUT 2.5 MILLION TONNES OF BLUE AND GREEN AMMONIA BY 2030.PLANS TO INVEST USD 1.5 - 1.8 BILLION IN BLUE AMMONIA PRODUCTION BY 2030.THESE PROJECTS ARE EXPECTED TO CONTRIBUTE ABOUT 2.1 MILLION TONNES OF BLUE AMMONIA BY 2030.HEGRA PROJECT IN PORSGRUNN MAY CONTRIBUTE ABOUT 0.4 MILLION TONNES OF AMMONIA BY END OF DECADE.TARGETS EBITDA MARGINS OF >30 USD / TONNE IN LINE WITH 2020 AND 2021 PERFORMANCE.
  2. KK_L 1 juli 2022 09:19
    quote:

    P01021 schreef op 30 juni 2022 21:29:

    Net mijn terugbetaling kapitaal gestort gekregen van Belfius bank en ja GEEN afhouding van 30% !!!! De volle 1,45eur per aandeel ontvangen
    Dat maakt een immens verschil. Ben hier zwaar van mijn tak aan het maken tegen Keytrade bank. Ben je verder tevreden van Belfius? Ik ga zeker weg bij Keytrade met alle kapitaalafslossingen die er nog te verwachten zijn bij OCI.
  3. forum rang 10 DeZwarteRidder 1 juli 2022 09:37
    quote:

    KK_L schreef op 1 juli 2022 09:19:

    [...]Dat maakt een immens verschil. Ben hier zwaar van mijn tak aan het maken tegen Keytrade bank. Ben je verder tevreden van Belfius? Ik ga zeker weg bij Keytrade met alle kapitaalafslossingen die er nog te verwachten zijn bij OCI.
    Het is veel makkelijker om te verkopen voor de ex-dividenddatum.
  4. forum rang 6 BultiesBrothers 1 juli 2022 14:25
    Higher Prices Ahead for Inputs
    Economist Sees Little Relief for Fertilizer, Fuel Prices
    6/30/2022 | 2:10 PM CDT
    Russ Quinn
    By , DTN Staff Reporter
    Connect with Russ:
    Fertilizer and fuel prices appear to be set to stay fairly high for the near future, according to a Kansas State University Extension agricultural economist. (DTN photo by Matthew Wilde)
    OMAHA (DTN) -- The price outlook for both fertilizer and fuel is not very optimistic, according to a Kansas State University (KSU) agricultural economist Gregg Ibendahl.

    In a webinar last week, Ibendahl said both inputs have major issues to overcome before either market will see less expensive prices.

    Fertilizers show the potential for even higher prices based on several different factors despite recent records at the retail level. Fuel, meanwhile, has major supply issues with fewer U.S. refineries in business with no new facilities planned.

    $2,000/TON ANHYDROUS?

    Ibendahl uses a modeling system to predict where retail fertilizer prices could go, using the price of corn, price of oil and inflation to come up with an anhydrous price.

    Based on oil at $125/gallon, a $7.00/bushel corn price and 8% inflation, the model's average price for anhydrous in 2022 should be in the $1,700/ton range, he said.

    Anhydrous climbing to $2,000/ton is not out of the question. Ibendahl said it would not be surprising "at all" if prices climbed to new all-time highs.

    "Farmers should be prepared and be planning for this," he said.

    The model also predicted potash prices could rise to $1,200/ton, while MAP prices could be in the $1,470/ton range, he said.

    For some perspective, the highest average retail fertilizer price tracked by DTN for anhydrous this spring was $1,534/ton. For potash prices, the high point was set at $881/ton, while MAP peaked at $1,083/ton.

    Retail fertilizer prices for the third week of June 2022 were mainly lower, with one fertilizer significantly lower ().

    More Recommended for You

    Many farmers cut back on phosphate and potash applications this growing season to tighten their fertilizer budgets. While a good strategy short-term, at some point yields will suffer, and thus farmers will have to begin to apply these nutrients once again sometime soon, Ibendahl said.

    POTASH PRICES COULD INCREASE

    Ibendahl said he is especially concerned about the potash (K) prices. While the U.S. is somewhat self-sufficient in producing nitrogen and phosphorus fertilizers, most of the K imported into the U.S. comes from Canada. Even these imports are still subject to world geopolitical situations, such as the Ukraine and Russia military conflict.

    Because of this, he said K prices could be subject to large increases in the near future.

    "Potash may be underpriced relative to anhydrous before the conflict," he said. "There could be a big jump coming for potash prices."

    FUEL PRICES CLIMBING BEFORE WAR

    Most people are blaming the Ukraine-Russia military conflict for the higher fuel prices, but Ibendahl is quick to point out prices were climbing before the war. A 50% to 60% increase in fuel prices happened before the fighting began in Ukraine, he said.

    Diesel prices rose first, but gasoline prices climbed quickly in recent months. The normal diesel-gasoline price spread is 25 to 50 cents/gallon, and today it is about $1.00/gallon, he said.

    The U.S. Energy Information Administration (EIA) predicts a recovery in fuel prices could come in the fall. Based on $120/barrel oil prices and a normal price relationship of gas and diesel, Ibendahl said highway diesel prices should be near $4.60/gallon and gasoline prices should be $4.25/gallon.

    "Why are we at these levels?" Ibendahl asked. "It is refinery capacity."

    FUEL SUPPLY LOW

    During the beginning of the COVID-19 pandemic, fuel demand fell off a cliff as the world closed. Some refineries went offline, he said. Now, with people feeling the need to travel after a couple of years of COVID lockdowns, fuel supply can't keep with demand as several refineries never reopened.

    Ibendahl pointed to a couple examples of refineries that never reopened. One was near Philadelphia, which closed because of a fire, and another one was in Louisiana. This plant was closed because of damage from Hurricane Ida.

    U.S. oil refineries are operating at a very efficient 90% to 95% utilization rate, but this still doesn't make up for lower capacity. The nation hasn't seen a new oil refinery open since 1977, he said.

    Ibendahl said companies are not willing to build modern oil refineries in the U.S. for several different reasons. The overall cost, issues with the red tape for environmental concerns and a current administration that isn't a big fan of fossil fuels combine to limit the interest in building oil refineries in the country.

    "I'm not very optimistic we will see lower prices until we see more refinery capacity, and this does not appear to be very likely," he said.

    POSSIBLE RECESSION

    Ibendahl said the effects of high fuel prices could lead the U.S. economy to a major recession, something he feels is a real possibility.

    If a recession did occur, prices for both fuels and fertilizer would drop alongside other commodity prices. Some ag analysts feel this situation could lead to another farm financial crisis, he said.

    Old enough to remember the 1980s farm crisis, Ibendahl said there are some similarities and differences to the events that happened 40 years ago. Rising inflation and a possible drop in commodity prices would be similarities.

    "I think the difference would be farmers today generally have a much less debt load than they in the 1980s," Ibendahl said. "But a major recession could lead to something like this."
  5. Daniella 2 juli 2022 13:44
    Ben ook bij Keytrade en inderdaad werd roerende voorheffing afgehouden. Dus eigenlijk maar 1 euro per aandeel gekregen.
    Ben benieuwd of je resultaat bekomt met je klacht.
    Trouwens, vraag me ook af of de banken die geen RV afhouden dit niet signaleren aan fiscus zodat die dan belasting rechtstreeks kunnen heffen.
  6. forum rang 6 BultiesBrothers 2 juli 2022 16:13
    Natural gas values continue to support #nitrogen prices. #Urea buyers remain on the side lines, but with with an Indian tender expected, pent-up Brazilian demand, and a growing number of European nitrogen plant closures, graular and prills prices may rise in July

    Hier maar onze verwachting op baseren..
    Huidige kunstmest prijzen zijn niet houdbaar bij zulke gasprijzen. Vooral Europa wordt komende tijd veel afgeschaald.
    Opzich ben ik positief gestemd over kunstmest prijzen H2 2022.
    Echter, die recessie, beurscorrectie etc kunnen, ondanks goeie prijzen, alsnog roet in het eten gooien.
    Fundamenteel lijkt er niks aan het handje. Echter moet het grote geld dan wel weer in de kunstmest sector instappen.

    Hoe zit het eigenlijk met 'Lang de zijlijn staan", kost dat nog steeds geld voor grote partijen?
    Want als ze nog steeds tegen -% of 0% hun geld moeten stallen, dan zal het haar wel wel weer vinden in aandelen allicht.
  7. forum rang 6 de schaatser 2 juli 2022 20:11
    Bulties weer bedankt voor het delen. Al deze informatie bij elkaar opgeteld zou je verwachten dat de kunstmestaandelen weer kunnen stijgen. Wat ook erg helpt dat andere sectoren minder geliefd worden. Met name de chippers zijn voorlopig uit de gratie.
    als dan ook de obligatie markt nog onzeker blijft ontstaat er een soort trechter waar het geld inloopt voor de kunstmest.
    Maar de boeren moeten wel kopen ! Indien de vraagkant stokt dan zijn de rapen gaar.
    Uiteindelijk is voedsel tekort in 2023- 24 dan onvermijdelijk.
  8. forum rang 6 BultiesBrothers 3 juli 2022 13:21
    quote:

    W@ll-e schreef op 2 juli 2022 21:06:

    Ik verwacht geen noemenswaardige koersverhogingen voor Q2 (eind augustus). Voedseltekorten zullen onvermijdelijk zijn, 't is pervers eigenlijk. Immers waarom meer produceren aan hogere kosten als men de (mindere) productie aan hogere prijzen kan verkopen
    Tja.. ik mijn ogen is het onvermijdelijk dat de kunstmestprijzen zullen gaan stijgen H2 2022, vanwege de zowel Europese als wereldwijde energie crisis en dan voornamelijk gas en LNG.
    Europa schaalt langzaam aan af in industriele productie, althans in Duitsland wordt het steeds kritieker.
    Kunstmestfabrieken moeten noodgedwongen sluiten vanwege te hoge kostprijs. Alleen in Amerika, en Midden Oosten wordt er straks nog geproduceerd, en Rusland.
    China zal naar mijn mening niet veel gaan exporteren om de inflatie nog enigszins voor hun eigen bevolking in toom te houden. Anders schieten daar de binnenlandse kunstmestprijzen ook omhoog en de overheid daar stimuleert al boeren en gaan niet nog meer compenseren omdat de prijzen verder omhoog gaan omdat Chinese producenten liever exporteren dan binnenlands verkopen.

    Lastige situatie, mijn fingerspitzengefuhl zegt dat het onvermijdelijk is dat de prijzen zullen stijgen, maar anderzijds kunnen we ook meegesleept worden in de algehele malaise. Liever weer zo'n herhaling van maart-april-mei periode voor OCI komende tijd.
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