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Aandeel OCI AEX:OCI.NL, NL0010558797

Laatste koers (eur) Verschil Volume
22,480   -0,070   (-0,31%) Dagrange 22,360 - 22,580 43.302   Gem. (3M) 310,7K

OCI - 2021

7.828 Posts
Pagina: «« 1 ... 374 375 376 377 378 ... 392 »» | Laatste | Omlaag ↓
  1. forum rang 7 Just lucky 21 december 2021 17:55
    quote:

    abbl schreef op 21 december 2021 17:53:

    Er gaat iets gebeuren, dat is vrijwel duidelijk. Ik hoop pas na 4e kwartaalcijfers, want dan is de koers zeker weten opgeveerd al richting de 30,00 euro. Met dan een premie van 30% erbij geeft een mooi bod van rond de 39 a 40 euro. Ik ga toch nog maar wat bijkopen.
    Misschien komt er in januari al een bod, dan pis je flink naast de pot.
  2. forum rang 6 Kruimeldief 21 december 2021 18:53
    quote:

    Kruimeldief schreef op 18 december 2021 23:30:

    Mooie toekomst voor Fertiglobe. Wie weer wat dat met OCI op termijn gaat doen.
    Dat bedoelde ik te zeggen aan iedereen die aan een bod denkt. Het zou mij niet verbazen als de deelneming uiteindelijk de overnemende partij wordt. Ze hebben daar geld zat. Fertiglobe met Sawiris daar aan het hoofd is zelf gewoon genoteerd en dan verdwijnt OCI van de AMX. Europa is te duur qua gas bijvoorbeeld. Als ze er genoeg van hebben, kunnen ze, als ze ècht willen, ook ècht wel snel handelen.
  3. forum rang 6 BultiesBrothers 21 december 2021 19:02
    quote:

    Kruimeldief schreef op 21 december 2021 18:53:

    [...]
    Dat bedoelde ik te zeggen aan iedereen die aan een bod denkt. Het zou mij niet verbazen als de deelneming uiteindelijk de overnemende partij wordt. Ze hebben daar geld zat. Fertiglobe met Sawiris daar aan het hoofd is zelf gewoon genoteerd en dan verdwijnt OCI van de AMX. Europa is te duur qua gas bijvoorbeeld. Als ze er genoeg van hebben, kunnen ze, als ze ècht willen, ook ècht wel snel handelen.
    Europa met haar transitie is wel het laatste continent wat in de toekomst toegang kan hebben tot goedkoop gas ....
  4. forum rang 6 BultiesBrothers 21 december 2021 19:05
    Simply wallstreet:
    Dec 09
    Consensus forecasts updated
    The consensus outlook for 2021 has been updated.

    2021 revenue forecast increased from US$5.86b to US$6.14b.
    EPS estimate fell from US$4.08 to US$3.60 per share.???????????????
    Net income forecast to grow 238% next year vs 15% growth forecast for Chemicals industry in the Netherlands.
    Consensus price target up from €28.72 to €30.07.
    Share price was steady at €23.80 over the past week.

    Celebrations may be in order for OCI N.V. (AMS:OCI) shareholders, with the analysts delivering a significant upgrade to their statutory estimates for the company. The consensus statutory numbers for both revenue and earnings per share (EPS) increased, with their view clearly much more bullish on the company's business prospects.

    After this upgrade, OCI's eight analysts are now forecasting revenues of US$6.0b in 2022. This would be a decent 15% improvement in sales compared to the last 12 months. Statutory earnings per share are presumed to soar 206% to US$3.19. Before this latest update, the analysts had been forecasting revenues of US$5.3b and earnings per share (EPS) of US$2.53 in 2022. There has definitely been an improvement in perception recently, with the analysts substantially increasing both their earnings and revenue estimates.

    See our latest analysis for OCI

    earnings-and-revenue-growth
    ENXTAM:OCI Earnings and Revenue Growth December 9th 2021
    Although the analysts have upgraded their earnings estimates, there was no change to the consensus price target of US$33.81, suggesting that the forecast performance does not have a long term impact on the company's valuation. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. Currently, the most bullish analyst values OCI at US$36.08 per share, while the most bearish prices it at US$26.10. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting OCI is an easy business to forecast or the underlying assumptions are obvious.

    These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the OCI's past performance and to peers in the same industry. It's pretty clear that there is an expectation that OCI's revenue growth will slow down substantially, with revenues to the end of 2022 expected to display 12% growth on an annualised basis. This is compared to a historical growth rate of 17% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 4.7% annually. Even after the forecast slowdown in growth, it seems obvious that OCI is also expected to grow faster than the wider industry.

    The Bottom Line
    The biggest takeaway for us from these new estimates is that analysts upgraded their earnings per share estimates, with improved earnings power expected for next year. Fortunately, analysts also upgraded their revenue estimates, and our data indicates sales are expected to perform better than the wider market. The lack of change in the price target is puzzling, but with a serious upgrade to next year's earnings expectations, it might be time to take another look at OCI.

    Even so, the longer term trajectory of the business is much more important for the value creation of shareholders. We have estimates - from multiple OCI analysts - going out to 2023, and you can see them free on our platform here.

    Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies that insiders are buying.
  5. [verwijderd] 21 december 2021 20:47
    quote:

    BultiesBrothers schreef op 21 december 2021 20:08:

    www.veb.net/artikel/05997/na-afgekets...

    Oud bericht hoor, maar geinig om te lezen
    Het heeft helaas een flink aantal jaren langer geduurd,dit zal zeker het vertrouwen van beleggers
    hebben geschaad ,in het verleden is Sawiris te vaak te optimistisch geweest ,daardoor blijven beleggers
    denk ik het aandeel mijden,maar de duidelijke ommezwaai is in het vorige jaar in het derde kwartaal ingezet en verder versneld en zeker de schuld afbouw is enorme sprong voorwaarts,maar de koers ontwikkeling is om te janken.
  6. [verwijderd] 21 december 2021 20:49
    De Urea prijs zou wel eens veel langer kunnen aanhouden door structuele tekorten.

    Australia to secure urea from IPL to avoid DEF shortage
    Published date: 21 December 2021

    Share:
    The Australian government has made an agreement with Australian fertilizer producer Incitec Pivot (IPL) to increase supplies of refined urea for more diesel exhaust fluid (DEF) production to address a potential DEF shortage in the mining and agriculture sectors.

    IPL will design, trial and, on completion of tests, scale-up manufacturing of significant quantities of technical-grade granular urea (TGU), a critical component of DEF, also known as AdBlue, Australian energy minister Angus Taylor said. Canberra will provide a grant of A$29.4mn ($20.9mn) to IPL, which in turn will supply TGU quantities as needed by current suppliers, as part of the agreement.

    Australia's national road haulage industry body warned earlier this month that the country's diesel market could be affected by potential shortages of DEF because of restrictions China has placed on fertilizers such as urea, a key feedstock for DEF.

    DEF is used in catalytic converters that are part of the vehicle exhaust system and injected into exhaust gases and burnt at high temperatures to break down the nitrogen oxides in exhaust fumes. It ensures diesel-fuelled trucks comply with Australia's national emission standards.

    The agreement with IPL follows the formation of an AdBlue taskforce to address a potential shortage of DEF.

    "Australia currently has adequate stocks of AdBlue on hand, but this agreement with Incitec Pivot will enable domestic production of TGU or supply of an AdBlue product to domestic manufacturers to ensure current supply chain disruptions don't impact on Australian businesses," Taylor said.

    The increase in TGU production by IPL will be done without impacting agricultural fertilizer supply to local farmers or disrupting local distribution chains for AdBlue, the minister said.

    Canberra has also secured additional supplies of refined urea from Indonesia, which will provide 5,000t in January, Australian trade minister Dan Tehan said. This urea supply from Indonesia is enough to make around an additional month's worth of AdBlue, Tehan said.

    "By working closely with our partners, we have been able to secure this critical supply for Australia," the trade minister said.

    By Kevin Morrison
  7. forum rang 7 Just lucky 22 december 2021 09:09
    quote:

    de schaatser schreef op 22 december 2021 08:53:

    Na het geweld van gister bij de concurrenten verwacht ik een koersstijging bij OCI binnen een paar dagen.
    Waarom, het openingsdumpje was weer direct in het rood. Het biedboekje ziet er ook heel mager uit, een rilling en we staan rood. Waarom? Gewoon omdat het kan bij Oci.
  8. forum rang 6 de schaatser 22 december 2021 09:43
    quote:

    Just lucky schreef op 22 december 2021 09:09:

    [...]Waarom, het openingsdumpje was weer direct in het rood. Het biedboekje ziet er ook heel mager uit, een rilling en we staan rood. Waarom? Gewoon omdat het kan bij Oci.
    Niet zo pessimistisch Just Lucky. De markt moet er nog even achter komen, dat er een achterblijver is. gaat allemaal goed komen.
    Het zijn nu de hamsterdagen. Inslaan maar!
7.828 Posts
Pagina: «« 1 ... 374 375 376 377 378 ... 392 »» | Laatste |Omhoog ↑

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