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Aandeel OCI AEX:OCI.NL, NL0010558797

Laatste koers (eur) Verschil Volume
10,815   0,000   (0,00%) Dagrange 10,730 - 10,890 206.988   Gem. (3M) 986,5K

OCI - 2022: Nu of nooit!

7.660 Posts
Pagina: «« 1 ... 53 54 55 56 57 ... 383 »» | Laatste | Omlaag ↓
  1. forum rang 6 de schaatser 7 februari 2022 23:19
    Deze week gaat Fertiglobe waarschijnlijk naar de 4 Dirham. Introductie 2,55 Dirham. Koersstijging van 56,8 %.
    Daarmee is de totale waarde van Fertiglobe gestegen naar 9 miljard $. Waarvan de helft in het bezit van OCI is.
    Is 4,5 miljard $. De waarde per aandeel is 21,45 $. in het aandeel OCI.
  2. [verwijderd] 8 februari 2022 08:08
    Wordt geen hoog vlieger.

    Yara delivers improved results, proposes NOK 30 per share dividend
    February 08, 2022 02:00 ET | Source: Yara International ASA

    ...

    English
    Oslo, 8 February 2022: Yara reports improved fourth-quarter results as increases in prices more than offset the impact of higher energy cost. Fourth-quarter EBITDA excluding special items1 was USD 765 million compared with USD 511 million a year earlier. Net income was a negative USD 26 million compared with a positive USD 246 million a year earlier, as Yara recognized impairment losses of USD 250 million, of which USD 232 million is related to the Dallol mining project in Ethiopia. Excluding currency effects and special items, basic earnings per share1 was USD 1.19 compared with USD 0.76 per share in fourth quarter 2020.

    The main elements of the fourth-quarter results are:

    Increased margins reflect business model resilience
    7.9% ROIC1, in line with a year earlier as impairments offset margin growth
    NOK 30 per share annual dividend proposed; total NOK 58 per share cash returns2 paid and proposed for 2021

    “Yara delivers strong returns in a volatile environment, with EBITDA excluding special items up 50%. I would like to give credit to our entire organization for a solid effort”, said Svein Tore Holsether, President and Chief Executive Officer of Yara.

    “We propose a NOK 30 per share dividend to the annual general meeting, bringing our total cash distribution to shareholders for 2021 to NOK 58 per share", Holsether said.

    Fourth-quarter operating income was USD 148 million, compared with USD 210 million a year earlier. Net income attributable to shareholders of the parent was USD 41 million (USD 0.16 per share) compared with USD 246 million (USD 0.93 per share) a year earlier.

    Yara’s industry fundamentals are robust, as the twin challenges of resource efficiency and environmental footprint require significant transformations within both agriculture and the hydrogen economy. Yara’s leading food solutions and ammonia positions are well placed to both address and create business opportunities from these challenges.

    Yara’s market environment is supportive, with higher nitrogen prices globally reflecting both strong demand and a tight supply situation. However, high and volatile natural gas prices continue to pose a challenge for the nitrogen industry in Europe, adding to global food security concerns in a situation with already tight supply across the main nutrients.
  3. Amaja 8 februari 2022 08:11
    Yara: bepaald geen blow out cijfers! Als we het daarvan moeten hebben zou het een sof worden. Maar gelukkig is daar Fertiglobe met jarenlange gas contracten tegen vaste prijzen. Daar zullen we het van moeten hebben. In Dubai zijn ze daar wel achter (zie bericht van de Schaatser), maar in Amsterdam nog niet. Jammer, maar misschien komt het binnenkort goed.

  4. [verwijderd] 8 februari 2022 08:36
    EARNINGS
    FEBRUARY 8, 20228:09 AMUPDATED 15 MINUTES AGO
    Yara Q4 lags forecast, dividend jumps
    By Reuters Staff

    2 MIN READ

    OSLO (Reuters) -Norwegian fertiliser maker Yara posted weaker than expected fourth quarter core profits on Tuesday while the board proposed raising its full-year dividend by more than analysts had predicted.

    October-December earnings before interest, tax, depreciation and amortisation (EBITDA), excluding one-off items, rose to $765 million from $511 million a year ago, while analysts in a company-provided poll had expected profits of $1.0 billion.

    The price of fertilisers soared last year along with that of natural gas, a key input in the making of ammonia-based crop nutrients, triggering warnings of global food price inflation here.

    Adding to the cost pressure are Western sanctions on Belarus here, the world's second largest producer of potash fertiliser, which forced major distributor Yara to stop buying here the product from that country.

    “High and volatile natural gas prices continue to pose a challenge for the nitrogen industry in Europe, adding to global food security concerns in a situation with already tight supply across the main nutrients,” Yara said in a statement.

    The board plans to pay an annual dividend of 30 Norwegian crowns per share to owners, up from 20 crowns the previous year and more than the 28.50 crowns expected by analysts.
  5. forum rang 6 Ruval 8 februari 2022 08:38
    quote:

    Just lucky schreef op 8 februari 2022 08:29:

    [...]Dan zou OCI positief moeten verrassen, met mogelijk een mooie koerssprong.
    Ik vind het ook helemaal prima. Afgelopen kwartalen had Yara prima cijfers en gebeurde er ook weinig met koers OCI. Laat OCI nu dan zelf maar eens positief verrassen en daar voor beloond worden… Denk zelf dat dividend aankondiging écht extra koerstrigger kan worden
  6. forum rang 6 BultiesBrothers 8 februari 2022 09:11
    Norwegian fertiliser maker Yara posted weaker than expected fourth quarter core profits on Tuesday while the board proposed raising its full-year dividend by more than analysts had predicted.

    Adds quote, background, dividend

    OSLO, Feb 8 (Reuters) - Norwegian fertiliser maker Yara YAR.OL posted weaker than expected fourth quarter core profits on Tuesday while the board proposed raising its full-year dividend by more than analysts had predicted.

    October-December earnings before interest, tax, depreciation and amortisation (EBITDA), excluding one-off items, rose to $765 million from $511 million a year ago, while analysts in a company-provided poll had expected profits of $1.0 billion.

    The price of fertilisers soared last year along with that of natural gas, a key input in the making of ammonia-based crop nutrients, triggering warnings of global food price inflation.

    Adding to the cost pressure are Western sanctions on Belarus, the world's second largest producer of potash fertiliser, which forced major distributor Yara to stop buying the product from that country.

    "High and volatile natural gas prices continue to pose a challenge for the nitrogen industry in Europe, adding to global food security concerns in a situation with already tight supply across the main nutrients," Yara said in a statement.

    The board plans to pay an annual dividend of 30 Norwegian crowns per share to owners, up from 20 crowns the previous year and more than the 28.50 crowns expected by analysts.

    (Reporting by Victoria Klesty, editing by Terje Solsvik)
  7. forum rang 6 BultiesBrothers 8 februari 2022 09:34
    s Yara recognized impairment losses of USD 250 million, of
    which USD 232 million is related to the Dallol mining project in Ethiopia. Excluding currency effects
    and special items, basic earnings per share was USD 1.19 compared with USD 0.76 per share in fourth
    quarter 2020.

    Toch last van die impairments, nog niet eens zozeer gas prijzen
  8. forum rang 10 DeZwarteRidder 8 februari 2022 09:39
    quote:

    BultiesBrothers schreef op 8 februari 2022 09:34:

    s Yara recognized impairment losses of USD 250 million, of
    which USD 232 million is related to the Dallol mining project in Ethiopia. Excluding currency effects
    and special items, basic earnings per share was USD 1.19 compared with USD 0.76 per share in fourth quarter 2020.

    Toch last van die impairments, nog niet eens zozeer gas prijzen
    Vanzelfsprekend heeft Yara ook langlopende aardgascontracten.
  9. forum rang 6 BultiesBrothers 8 februari 2022 09:39
    Outlook
    Yara’s industry fundamentals are robust, as the twin
    challenges of resource efficiency and environmental footprint
    require significant transformations within both agriculture
    and the hydrogen economy. Yara’s leading food solutions
    and ammonia positions are well placed to both address and
    create business opportunities from these challenges.
    Yara’s market environment is supportive, with higher
    nitrogen prices globally reflecting both strong demand and a
    tight supply situation. However, high and volatile natural gas
    prices continue to pose a challenge for the nitrogen industry
    in Europe, adding to global food security concerns in a
    situation with already tight supply across the main nutrients.
    As a result of the high gas prices Yara curtailed production at
    several of its European ammonia facilities in the fourth
    quarter, but production is currently running as normal. Yara is
    committed to supplying its customers provided that
    sufficient margins are available. The situation going forward
    will depend on market developments, especially for
    ammonia globally and natural gas in Europe.
  10. forum rang 6 BultiesBrothers 8 februari 2022 11:52
    Urea drops 35pc but relief may be short lived
    Gregor HeardGregor Heard
    @grheard
    8 Feb 2022, 7 p.m.
    News
    Australia farmers are warned they make not see global drops in urea pricing to impact retail values for some time.
    Australia farmers are warned they make not see global drops in urea pricing to impact retail values for some time.

    Aa
    INTERNATIONAL urea prices have dropped sharply in recent months, but analysts warn the relief may be temporary and that Australian growers may not see the full extent of the drop at a retail level.

    Wes Lefroy, senior agricultural analyst with Rabobank, said urea prices out of the Middle East, a key origin for the nitrogen fertiliser, had dropped from $US902 a tonne ($A1265/t) in November to as low as $US580/t ($A813/t) towards the end of January.

    This represents a fall of 35 per cent.

    Since then, however, Mr Lefroy said there had been a price gain of $US55/t this week as India, a large buyer of nitrogen fertiliser, stepped back into the market in a meaningful way.

    RELATED: New urea business upbeat about prospects

    RELATED: P could hit $1500/t next year

    Andrew Whitelaw, Thomas Elder Markets analyst, said while the price drop was welcome it was important to note where current values sat in a historical context.

    "Prices have come back but they are still very high compared with what we've seen," Mr Whitelaw said.

    Mr Lefroy agreed.

    "Despite our expectations for lower prices over the next six months we expect local prices will remain well above average," Mr Lefroy said.

    He said the improved availability of natural gas, a key ingredient in urea, in Europe, had been a catalyst for the price fall, as had sluggish sales.

    "There have been reports of a urea shortage globally but the two most recent Indian urea tenders were massively oversubscribed," he said.

    "In December 1.19 million tonnes was booked after offerings of 2.75m tonnes."

    However, he said geopolitical tensions meant there was the threat of prices rising again.

    "Russia is important, as a fertiliser producer in its own right and as a supplier of natural gas," he said.

    "Whatever happens in that Black Sea region will be followed closely by the fertiliser industry."

    Barry Large, Grain Producers Australia chairman, said most Australian farmers were yet to lock in all their urea needs for this year.

    "Like marketing our grain our advice is to hedge as much as possible and to not leave yourself exposed to one price," Mr Large said.

    "You might not get the lowest price overall but you won't be exposed to the risk of big price rises either, it is all about mitigating risk."

    He said farmers were figuring out the best way to approach fertiliser management this year.

    "Some will look to see whether there are any areas they can cut down application to help save some dollars, I think in general people will be trying to defer those decisions until later in the season when they have more idea both of growing season prospects and grain prices.

    "We know we're currently at decile 9 or higher fertiliser prices and we know it will come back at some stage but we don't yet know if further price relief will come in time to be of use to us."

    Availability of product is also something farmers are factoring into their decision making, with some potentially taking hold of supplies earlier than usual to avoid any international disruptions that could cause delays in product reaching Australia.

    "We predict freight interruptions will continue to plague urea deliveries which may cause some delays," Mr Lefroy said.

    GrainCorp managing director Robert Spurway said farmers were getting in early with orders.

    "Urea remains a significant on-farm expense despite the drop in prices, fortunately grain prices also remain high and seasonal conditions remain optimal, so we understand many growers have planned ahead to ensure they have fertiliser and other inputs required," Mr Spurway said.

    Further out, he welcomed new developments within the Australian fertiliser manufacturing sector.

    "We understand the government is working with industry to significantly increase the local production of urea, and naturally we welcome any moves to build onshore supply chain resilience."

    There has been no similar fall in the phosphorus market, with the Chinese ban on exports still keeping prices high.

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  11. beterwisdanonwis 8 februari 2022 11:54
    quote:

    Kruimeldief schreef op 8 februari 2022 11:41:

    Juich niet te vroeg. OCI heeft hier toch ook fabrieken stilgelegd?
    Klopt de twee kleinste die ze hebben (en al een tijdje), de rest draait full steam ahead, we zullen zien, de cijfers komen binnenkort en die zullen mi zeer goed zijn.
7.660 Posts
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