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Aandeel OCI AEX:OCI.NL, NL0010558797

Laatste koers (eur) Verschil Volume
10,620   -0,090   (-0,84%) Dagrange 10,545 - 10,690 430.998   Gem. (3M) 944,2K

OCI dec 2018 -dec 2019

10.231 Posts
Pagina: «« 1 ... 357 358 359 360 361 ... 512 »» | Laatste | Omlaag ↓
  1. [verwijderd] 1 augustus 2019 10:25
    quote:

    Geldboertje0205 schreef op 1 augustus 2019 07:55:

    En OCI genereert altijd meer cashflow dan CF Industries, dus ....

    DEERFIELD, Ill. -- July 31, 2019

    CF Industries Holdings, Inc. (NYSE: CF), a leading global fertilizer and
    chemical company, today announced results for its first half and second
    quarter ended June 30, 2019.

    Highlights

    * First half net earnings of $373 million^(1), or $1.67 per diluted share;
    EBITDA^(2) of $973 million; adjusted EBITDA^(2) of $936 million
    * Second quarter net earnings of $283 million^(1), or $1.28 per diluted
    share; EBITDA ^ of $672 million; adjusted EBITDA of $631 million
    * Trailing 12-month net cash from operating activities of $1.6 billion, free
    cash flow^(3) of $995 million

    * Record first half and quarterly gross ammonia production
    * Record first half and quarterly granular urea sales volume; record
    quarterly ammonia sales volumes

    * Repurchased approximately 2.7 million shares during the quarter
    Niet waar, CF genereert een free cashflow van 1 miljard en OCI vorig jaar 400 miljoen. Misschien dat het dit jaar hoger ligt door betere marges maar 1 miljard zal niet lukken.
  2. Mr sponge 1 augustus 2019 11:52
    quote:

    RCM schreef op 1 augustus 2019 10:25:

    [...]

    Niet waar, CF genereert een free cashflow van 1 miljard en OCI vorig jaar 400 miljoen. Misschien dat het dit jaar hoger ligt door betere marges maar 1 miljard zal niet lukken.
    En dan moet je er wel bij vermelden dat die 1 miljard bij CF in de eerste helft van dit jaar is gerealiseerd...
  3. jessebrown 1 augustus 2019 14:24
    Ook juli was een zeer sterke maand !

    JRJ90620yesterday
    Some comments from the CEO at today's 2nd quarter conference call.What's not to like?

    Historically, our Retail business is seasonally slower in July and August, but this year has been different. The combination of the delayed season and higher crop prices have resulted in our July retail sales being up over 40% compared to last year. With tighter supplies and improved prices, we see potential for around 95 million acres of corn planted next year. Higher corn acreage combined with lower crop input applications this spring should support strong recovery in crop input demand this fall and certainly, in the 2020.

    In potash, global prices have remained relatively stable. Assuming an adequate application window, we expect a strong fall application season in the U.S. and a lot of inventory being pulled through the channel. Demand in Brazil is expected to remain robust, supported by favorable crop prices and continued acreage expansion. We expect customers in India to settle new potash contracts before China this fall although we have moderated our view of full-year shipments to these markets.

    given weather-related lower North American demands in the first half and some short-term softness in other markets, we now forecast global potash shipments between 65 million and 67 million tons in 2019. We have therefore lowered our potash sales guidance to 12.6 million to 13 million tons. As always, we were able to respond if market opportunities emerge.

    Similar to potash, we expect a strong fall nitrogen application season in the U.S. urea prices have outperformed other sources of nitrogen in part due to continued strong demand from India. global ammonia prices weakened through the first half, but we expect that seasonal curtailments in production along with improved demand will provide underlying support to prices in the second half of the year.

    We have lowered our annual adjusted earnings guidance to $2.70 to $3 per share given the extreme weather impact from the first half of the year and our adjusted EBITDA guidance to $4.35 billion to $4.7 billion. The midpoint of our annual adjusted EBITDA guidance is up 15% from last year, which still represents strong year-over-year growth, demonstrating the synergy capture and the strengths of our business.

    Moving beyond 2019, we see the potential for an excellent year in 2020 and we are making good progress against the long-term strategic agenda we laid out at our Investor Day. in Retail, we are transforming the business through scale, efficiency and digital leadership. We will continue to expand our business in core markets in North America and Australia while prudently building out our network in Brazil. We expect to grow retail earnings by around 60% over the five-year period driven by a combination of organic and inorganic growth initiatives and we have set clear performance targets in each of these areas.
  4. [verwijderd] 1 augustus 2019 14:24
    quote:

    DeZwarteRidder schreef op 1 augustus 2019 09:41:

    [...]
    Ook Dicall weet helemaal niks.
    Wij weten wel dat jij met een enorm verlies zit, sinds de koers in maart op geruchten van een overname niet meer onder de € 20,- heeft genoteerd, dus je zult hier wel zeer negatief moeten blijven, maand op maand er helemaal naast zitten bij de expiratie samen met Stamrecht, dus volhouden, doen wij heel zeker ook.
    De versnelde positieve ontwikkelingen gaan ons zeker geen windeieren leggen.
  5. [verwijderd] 1 augustus 2019 14:26
    quote:

    RCM schreef op 1 augustus 2019 10:25:

    [...]

    Niet waar, CF genereert een free cashflow van 1 miljard en OCI vorig jaar 400 miljoen. Misschien dat het dit jaar hoger ligt door betere marges maar 1 miljard zal niet lukken.
    OCI ruim 600 miljoen in 2018 en dat bij 1,5 miljard aan operationele kosten, informeren is een must, OCI gaat alle records fiks verbreken en anders hebben we nog een deal die nog steeds in de lucht hangt.
10.231 Posts
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