Ontvang nu dagelijks onze kooptips!

word abonnee
IEX 25 jaar
Uitgebreid zoeken

Beurscodes, betekenis en hulp bij zoeken

Europa

AEX
Euronext Amsterdam
BRU
Euronext Brussels
PSE
Euronext Paris
LIS
Euronext Lissabon
CHX
CBOE Europe, grote(re) EU aandelen
NAV
Investment Funds (NAV)

Noord-Amerika

NYS
New York Stock Exchange
OTC
CBOE BZX Exchange (US)
TSE
Toronto Stock Exchange

Kunt u een instrument niet vinden?

Zoek dan via de zogenaamde ISIN code. Elk instrument, aandeel etc. heeft een unieke code.

Kies vervolgens - wanneer er meerdere resultaten zijn - de notering op de beurs van uw keuze.

Waar vind ik die ISIN code?

Google de naam van het instrument, aandeel etc. met de toevoeging 'ISIN'.

Als zoeken op ISIN code geen resultaten oplevert hebben wij het instrument of aandeel niet in onze koersendatabase.

desktop iconMarkt Monitor
Markt vandaag Koersen Forum Premium IEX Expert
Home  /   Forum   /   OCI   /   OCI - 2022: Nu of nooit!

Aandeel OCI AEX:OCI.NL, NL0010558797

Laatste koers (eur) Verschil Volume
11,070   -0,285   (-2,51%) Dagrange 11,025 - 11,450 1.435.845   Gem. (3M) 917,1K

OCI - 2022: Nu of nooit!

Volgen
7.660 Posts
Pagina: «« 1 ... 95 96 97 98 99 ... 383 »» | Laatste | Omlaag ↓
  6. forum rang 6 BultiesBrothers 3 maart 2022 20:37
    quote:

    Just lucky schreef op 3 maart 2022 19:07:

    [...]Over CF maar te zwijgen, die staat binnenkort op 100. Ik ga ze maar niet meer vergelijken qua performance, dat is te frustrerend.
    Zolang de Russen in Oekraine zitten, blijven de sancties op Rusland verwacht ik.
    Poetin gaat daar niet weg, zonder annexatie van bepaalde gebieden en/of marionetten regering.
    Dus de sancties blijven nog wel even.
  7. forum rang 6 BultiesBrothers 3 maart 2022 22:08
    Conflict Triggers Fertilizer Concerns
    Russia-Ukraine Conflict Adds More Pressure to World Fertilizer Market
    3/3/2022 | 5:10 AM CST
    Russ Quinn
    By , DTN Staff Reporter
    Connect with Russ:
    The global fertilizer market faced yet another challenge when Russia invaded Ukraine last week. (DTN/Progressive Farmer file photo by Jim Patrico)
    OMAHA (DTN) -- A global fertilizer market that has already seen many challenges in the past 18 months will see added pressure from the Russia-Ukraine military conflict, according to The Fertilizer institute (TFI). However, the exact magnitude is unknown for now.

    TFI said in news release Wednesday it was concerned about the destabilizing situation occurring in the Ukraine. Its main concern is the safety of all the citizens in harm's way.

    MORE STRESS FOR FERTILIZERS

    The actions of Russia will affect the global fertilizer market, as 90% of all fertilizer is consumed outside of the United States, according to TFI.

    Russia is the second-largest producer of ammonia, urea and potash and the fifth-largest producer of processed phosphates. The country accounts for 23% of the global ammonia export market, 14% of urea, 21% for potash and 10% of the processed phosphates.

    TFI also points out that the conflict will put stress and uncertainty on the energy market. Russia supplies about one-third of Europe's natural gas supply, the main feedstock to produce nitrogen fertilizers.

    "Because of Russia's large fertilizer production and its role as a global fertilizer supplier, the removal of Russian production from the global marketplace will have an impact on supply," the news release said. "Despite the benefits afforded by a robust U.S.-based fertilizer industry, prices for our products are driven by global supply and demand factors."

    In a call on Tuesday morning, RaboResearch farm input analyst Samuel Taylor said that while we don't know exactly how fertilizers will be affected by this conflict, there are two obvious areas: production and export of fertilizers that come from the region, and the flow of natural gas.

    Ammonia and potash are two fertilizers at most risk. Taylor pointed out that urea, because it's a dry product, has good shipping flexibility versus a product like ammonia, which has a very ridged structure.

    "One of the interesting bits about ammonia is it's transported from a pipeline from Russia down into the Black Sea, and that has actually been shut off in the eastern part of Ukraine," Taylor said. "That is a state-owned pipeline."

    AMMONIA, POTASH PRICES AT RISK

    More Recommended for You

    Taylor said that because of these issues, he believes ammonia and potash prices could stay elevated for some time now.

    At the end of 2021, fertilizer analysts predicted global fertilizer prices could decline in the second half of 2022. World fertilizer markets so far have been fairly quiet, he said.

    Taylor believes seasonality has tamped down the volatility in the global fertilizer markets currently. At some point, however, huge amounts of price volatility most likely will come to the fertilizer market, he said.

    Certain geographies have larger exposure to these global fertilizer problems, he said. Brazil tops the list.

    While North America imports about 20% of its urea from Russia, Brazil imports about 47% of its potash supply from Russia. In addition, about 20% of their urea and 30% of their MAP supply comes from Russia, Taylor said.

    "When we look at a need for supply chain realignment, we have to look at Brazil as a country in great need," he said.

    Beginning last week, Brazil was trying to find other sources for urea. The country was even exploring different bartering programs with the Iranian government, he said.

    One positive ramification in the global supply chain is China reentering the trading market for urea and phosphates, Taylor noted. While Russia makes up 14% of global exports of urea, China makes up about 20% of the global exports of urea.

    The country is expected to reenter the global market in the middle to second half of 2022. This could be a potential risk mitigant in a tightening balance sheet on the urea side, he said.

    IFPRI AG IMPACTS

    The International Food Policy Research Institute (IFPRI) also has been analyzing some of the impacts of the war and the sanctions on both Russia and Belarus. Currently, Belarus and Russia account for about 15% of all world fertilizer. Europe, including Ukraine, rely heavily on both countries for inputs such as potash.

    "The Middle East, to India, and even Brazil import a significant share of our potash from this part of the world. So, it's a global impact," said David Laborde Debucquet, a senior research fellow at IFPRI.

    "We have alternative suppliers. Actually, Canada is a big, big provider of potash. Now, how people can scale their production, that's not so easy, you know -- mining activities cannot be scaled up very quickly. So basic sales for that price have increased and will continue to increase our cost of production. And we could see a shortage of potash in many places, not only in Europe."

    Speaking directly about agricultural production in Ukraine, Debucquet also noted 90% of the potash used by Ukrainian farmers comes from Russia and Belarus.

    That doesn't bode well for potential spring production with the current conflict, he said.

    Europe also relies heavily on Russia for natural gas, which is a key reason the EU has not placed any sanctions on energy markets.

    "The natural gas markets right now are mainly regional markets, (and) that's why we have these big price gap between Europe and the U.S.," Debucquet said.

    "The high price of natural gas in Europe leads to a high price of nitrogen fertilizer in Europe, an issue for European farmers. But (it's) also an issue for global farmers, and in particular the countries that were relying on Europe for buying a lot of their farming goods."

    Large exporting countries like the U.S., the EU member states, Australia and others are the big players in world markets. They will be hit by high input prices, he said.

    "They're also going to enjoy high output prices, and then we are seeing grain prices at record levels and oilseed prices at record levels," said Joe Glauber, a former USDA chief economist and a senior research fellow at the IFPRI.
  13. forum rang 6 de schaatser 4 maart 2022 09:22
    quote:

    de schaatser schreef op 23 februari 2022 00:17:

    We gaan langzamerhand dat gedeelte van de waarde van Fertiglobe terug zien in de totale waardering van OCI.
    De koers van Fertiglobe was vandaag 4,10 Dirham. Totaal voor OCI =17.017.703.780 Dirham =4,09 miljard euro.
    De waarde van OCI was vandaag 24,60 euro = 5,16 miljard euro. Het verschil tussen die 2 is nog maar 1,07 miljard.

    Met andere woorden geheel OCI concern is maar 1,07 miljard meer waard dan hun deelname van 50 % in Fertiglobe genoteerd op de beurs in ABU DHABI.
    We naderen het moment dat de deelname in Fertiglobe de gehele waarde van OCI is en dat je alle andere activiteiten gratis erbij krijgt.
  17. forum rang 6 de schaatser 4 maart 2022 09:45
    quote:

    Kruimeldief schreef op 4 maart 2022 09:35:

    Ga je me nou vertellen, nu ik er na al die jaren uit ben, dat OCI nu wèl stijgt?? Pfff. Gun het jullie wel.
    Kom toch weer bij de club man, gezellig!
    En het wordt steeds beter. Bovendien een goede defensieve belegging.
    Met de cijfers van het eerste kwartaal 2022, verwacht ik dat we boven de 30 zitten.
7.660 Posts
Pagina: «« 1 ... 95 96 97 98 99 ... 383 »» | Laatste |Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord.

Direct naar Forum

Premium

OCI wil nog $1 miljard uitkeren aan aandeelhouders

Het laatste advies leest u als abonnee van IEX Premium

Inloggen Word Abonnee

OCI Nieuws

  1. Corvex Management meldt eerste belang in OCI
  2. Slotcall: ASML, Besi en ASMI enige stijgers in verder volledig roodgekleurde AEX
  3. Beursblik: OCI gul voor aandeelhouders
  4. OCI blijft aandeelhouders belonen
  5. Jefferies verlaagt koersdoel OCI
  6. OCI -55%, maar aandeel ex €14,50 dividend
  7. OCI rondt verkoop Fertiglobe af
  8. ING plaatst SBM Offshore en Sif op favorietenlijst, OCI ervanaf
  9. Kredietbeoordelaar S&P waarschuwt voor mogelijke afwaardering OCI
  10. Degroof haalt OCI van kooplijst