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OCI NL0010558797

Laatste koers (eur)

11,165
  • Verschil

    -0,135 -1,19%
  • Volume

    1.003.314 Gem. (3M) 730,9K
  • Bied

    11,150  
  • Laat

    11,300  
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OCI - 2021

7.828 Posts
Pagina: «« 1 ... 24 25 26 27 28 ... 392 »» | Laatste | Omlaag ↓
  1. [verwijderd] 9 februari 2021 15:40
    Boem.... en weer 8,5% hoger in 3mnd met 150% gestegen.

    Intrepid Announces $50 Increase to Potash Price

    More content below
    Intrepid Potash, Inc
    Mon, February 8, 2021, 10:15 PM

    More content below

    IPI
    +8.86%
    Denver, CO, Feb. 08, 2021 (GLOBE NEWSWIRE) -- Intrepid Potash Inc. (NYSE:IPI) (“Intrepid”) today announced the following increase to its potash price at all locations.

    Effective February 8, 2021, Intrepid increased its agricultural pricing for potash by $50 per ton at all locations and on all new orders. Potash price is now posted at $140 per ton above the 2020 summer-fill value. Orders taken at the previous price level are expected to be delivered by the end of April.

    “Intrepid continues to benefit from great early season demand for fertilizer as increasing commodity prices, tightening inventory levels, and strong farm economics are quickly leading to the best spring season in years.” said Bob Jornayvaz, Intrepid's Executive Chairman, President, and CEO. “After two years of lackluster application, farmers are eager to replace nutrients and maximize yield in this increasingly strong commodity environment. Last week, we finished booking historic second quarter volumes at the full $40 per ton price increase announced in December and are confident moving price higher immediately. We expect to achieve this higher pricing on spot tons in the second quarter.”

    About Intrepid:

    Intrepid is a diversified mineral company that delivers potassium, magnesium, sulfur, salt, and water products essential for customer success in agriculture, animal feed, and the oil and gas industry. Intrepid is the only U.S. producer of muriate of potash, which is applied as an essential nutrient for healthy crop development, utilized in several industrial applications, and used as an ingredient in animal feed. In addition, Intrepid produces a specialty fertilizer, Trio®, which delivers three key nutrients, potassium, magnesium, and sulfate, in a single particle. Intrepid also provides water, magnesium chloride, brine, and various oilfield products and services.
    Intrepid serves diverse customers in markets where a logistical advantage exists and is a leader in the use of solar evaporation for potash production, resulting in lower cost and more environmentally friendly production. Intrepid's mineral production comes from three solar solution potash facilities and one conventional underground Trio® mine.

  2. [verwijderd] 9 februari 2021 15:49
    Intrepid Potash, Inc. (IPI)
    NYSE - Nasdaq Real Time Price. Currency in USD
    Add to watchlist

    Quote Lookup

    30.60+3.19 (+11.64%)
    As of 9:47AM EST. Market open.
  3. forum rang 4 eduardo3105 9 februari 2021 16:03
    quote:

    jessebrown schreef op 9 februari 2021 15:49:

    Intrepid Potash, Inc. (IPI)
    NYSE - Nasdaq Real Time Price. Currency in USD
    Add to watchlist

    Quote Lookup

    30.60+3.19 (+11.64%)
    As of 9:47AM EST. Market open.
    Je zou toch zeggen dat iemand interesse in OCI moet gaan krijgen. Helaas is het koersverloop vandaag weer teleurstellend. Zeker afgezet na het mooie nieuws van sectorgenoten en het verloop gisteren.
  4. [verwijderd] 9 februari 2021 16:12
    quote:

    BultiesBrothers schreef op 9 februari 2021 16:06:

    Daalt wel weer heel makkelijk...
    Resultaten Yara niet helemaal overtuigend voor de markt???
    Ziet er geregisseerd uit....maar goed, kan aan mij liggen.
    Zie de enorme koop aan het begin en daarna met kleine pakketjes naar beneden
  5. forum rang 6 de schaatser 9 februari 2021 20:10
    Vandaag even in de pauze stand.
    Yara leuk winst genomen.
    Puts geschreven in Oci. We kunnen morgen weer omhoog. De slotveiling was indrukwekkend.
  6. forum rang 7 Just lucky 9 februari 2021 23:30
    De Urea prijzen zijn vandaag weer stevig gedaald. Tov vorige week nu 5 a 10% eraf. Mag nu wel weer stabiliseren.
  7. forum rang 6 BultiesBrothers 10 februari 2021 00:41
    quote:

    Just lucky schreef op 9 februari 2021 23:30:

    De Urea prijzen zijn vandaag weer stevig gedaald. Tov vorige week nu 5 a 10% eraf. Mag nu wel weer stabiliseren.
    Ja idd zeg. Flink afgekoeld in de VS. Rest ook in mindere mate. Oorzaak geen idee. Chinezen eerder aan het werk gegaan ondanks Lunar New Year.?
  8. forum rang 6 BultiesBrothers 10 februari 2021 00:47


    Borealis to focus on chemicals, polyolefins as OMV consolidates position
    Author: Tom Brown

    2021/02/08

    LONDON (ICIS)--Borealis is tightening its focus on base chemicals and polymers as it prepares to divest the bulk of its fertilizers business after shareholder OMV doubled down on its position in the Austria-headquartered petrochemicals producer.

    DIVESTMENT AND REALIGNMENT
    After several years of peaks and troughs for its fertilizers operations, Borealis announced last week that it is preparing to put the business in play.

    With no set timeline to divest, the sale of the nitrogen and melamine operations will represent a total break from the fertilizer sector for the company, with the exception of a Benelux player with two production plants it continues to hold a stake in.

    Fertilizers has been one of the three pillars of Borealis’ operations, alongside commodity chemicals and polyolefins, but it is the smallest of those core divisions, according to CFO Mark Tonkens.

    “I would not say a sale would make us much smaller, ferts is 10-15% of our top-line [sales], but from a magnitude perspective it doesn't make such a big impact, especially if you look in parallel with our growth projects,” he said.

    The European fertilizers sector has long been due for consolidation, according to comments from various members of the Borealis management team to ICIS over the last few years, but the decision was reached to get out of the market rather than invest further in the sector, Tonkens said.

    “We have always said for many years that consolidation needs to happen in the Europe fertilizers industry, and at the same time we also believe that we are more focused as a dedicated polyolefins/chemicals company than a fertilizer company, so that made us believe that we would now start a process for divestment and get it executed,” he said.

    OMV FOCUS
    The shifting focus of the company comes at a time when stakeholder OMV has significantly ramped up its investment in the company, investing $4.68bn in an additional 39% stake in October 2020 despite the focus on cost-cutting among oil players during the pandemic.

    OMV’s stake now stands at 75%, with Abu Dhabi's investment fund Mubadala holding the remaining equity.

    News of plans to sell the nitrogen and melamine operations came a day ahead of the announcement that Alfred Stern is to step down in April from the CEO position, to be replaced by Thomas Gangl, an OMV executive board member with responsibility for the oil and gas firm’s refining and petrochemicals activities.

    Stern will move to OMV’s executive board with a focus on chemicals and materials.

    In a statement, Borealis described Stern’s key contribution in his three years as chief executive as his stewardship in handling the company’s shift in focus towards sustainability and the circular economy.

    Oil and gas firms, particularly in Europe, have been focused in recent years on the routes that will allow them to diversify their core businesses and diversify portfolios.

    Chemicals, sustainability, renewables and bio-refining have emerged as some of the key avenues for oil majors to attempt to reinvent themselves as the likely downslope from a ‘peak oil’ era draws closer, and how heavily to commit to each diversification option.

    While some firms have elected against the chemicals route to increasing operating margins, with BP selling off the bulk of its operations in the space to INEOS last year, OMV is betting on industry trends towards sustainability as a significant growth space, according to Tonkens.

    “OMV now consolidates Borealis fully, they like Borealis as part of the family to move more toward chemicals,” Tonkens said.

    “OMV is very active on chemical recycling, we are bringing those mechanical and chemical recycling initiatives together, and we can make the flywheel go much faster,” he added.

    PDH LANDSCAPE
    Borealis is also one of three European players that have been developing large-scale propane dehydrogenation (PDH) capacity in the region, alongside INEOS and Grupa Azoty.

    When all three projects were initially announced, speculation was rife in the market as to whether one of those projects would end up delayed or mothballed.

    INEOS was the first to blink, announcing in January that it was delaying construction of its Antwerp, Belgium, unit to focus on work on the cracker part of the complex, citing market appetite for ethylene as the reason for the rephrasing of the project work.

    No timeline has been disclosed for completion to work on the PDH unit.

    Borealis expects to complete its PDH unit by Q2 2022 and, while market dynamics already made the case for the project, a reduction in new supplies is likely to result in a tight market for propylene, according to Tonkens.

    “When we made that investment decision regarding PDH we, of course, looked at the landscape and at time also INEOS was already contemplating building a PDH unit, so in our supply/demand balance, we have taken that into account,” he said.

    “The fact that they have now decided to postpone it without saying a date improves our position and gives us an even stronger belief that this is an excellent investment, a market which will really be in need of propylene, but also lower activity on the refinery and cracker side, so it is a good development,” he added.

    The pandemic has disrupted the timelines for numerous petrochemical projects, due to tighter controls on spending or logistical difficulties pushing timelines beyond projected start dates.

    A result of this is that 2021 may have been a bear market for many commodity chemicals due to ample supply and weakened demand, but the low cycle is yet to materialise, according to Tonkens.

    “The market is really tight, and if you asked us a year ago, we would have said that in 2021-2022 a lot of capacity will be coming on which will lead to a low market, which we don't see now,” he said.

    The company had struggled for seven months with the outage of its Stenungsund, Sweden, cracker, which came back online in January after a fire broke out at the site in May 2020.

    While market supply at the period was fairly ample, conditions have changed markedly, with little spot material around.

    “We are happy we don’t have a cracker breakdown at this moment because it would be almost impossible to get your hands on ethylene,” Tonkens said.

    This may shift in the coming months as more base chemicals and polymers capacity comes online, he added, but momentum in the fourth quarter of 2020 is holding for the time being.

    “We do anticipate also the first part of the year to be solid, so we expect a continuation of Q4,” he said.

    “There is still capacity coming onstream, so at the moment that should have some impact, but at the same time I would say that demand is better than expected.”
  9. forum rang 6 BultiesBrothers 10 februari 2021 00:54
    quote:

    Just lucky schreef op 9 februari 2021 23:30:

    De Urea prijzen zijn vandaag weer stevig gedaald. Tov vorige week nu 5 a 10% eraf. Mag nu wel weer stabiliseren.
    Valt me nog nee hoe CF erop reageert. Kan nog komen natuurlijk....
  10. forum rang 10 voda 10 februari 2021 09:04
    Kepler Cheuvreux handhaaft koopadvies op OCI
    09:02
    *Kepler Cheuvreux verhoogt koersdoel OCI van 22,00 naar 30,00 euro

    bron Binck
  11. [verwijderd] 10 februari 2021 09:06
    quote:

    voda schreef op 10 februari 2021 09:04:

    Kepler Cheuvreux handhaaft koopadvies op OCI
    09:02
    *Kepler Cheuvreux verhoogt koersdoel OCI van 22,00 naar 30,00 euro

    bron Binck
    Bam...steuntje in de rug!
    Zullen ze even gebeld hebben met elkaar?
  12. [verwijderd] 10 februari 2021 09:25
    quote:

    Anton8080 schreef op 10 februari 2021 09:06:

    [...]

    Bam...steuntje in de rug!
    Zullen ze even gebeld hebben met elkaar?

    Dit zijn nog eens koersdoel verhogingen waar je wat aan hebt,OCI moet nu eens met blow out cijfers komen waarmee ze dan eindelijk eens laten zien dat de investeringen van de laatste 5 jaar fors gaan uit betalen.
  13. forum rang 7 Just lucky 10 februari 2021 09:39
    quote:

    jessebrown schreef op 10 februari 2021 09:25:

    [...]Dit zijn nog eens koersdoel verhogingen waar je wat aan hebt,OCI moet nu eens met blow out cijfers komen waarmee ze dan eindelijk eens laten zien dat de investeringen van de laatste 5 jaar fors gaan uit betalen.
    OCI reageert nauwelijks op adviezen. Dan kan je beter Fastned hebben, gisteren een koopadvies en koers bijna +20%.
  14. forum rang 10 voda 10 februari 2021 09:41
    Beursblik: Kepler Cheuvreux verhoogt koersdoel OCI flink

    FONDS KOERS VERSCHIL VERSCHIL % BEURS
    OCI
    18,27 0,18 1,00 % Euronext Amsterdam

    (ABM FN-Dow Jones) Kepler Cheuvreux heeft woensdag het koersdoel voor OCI flink verhoogd van 22,00 naar 30,00 euro bij handhaving van het koopadvies.

    OCI profiteert volgens de analisten het meest van de hernieuwde industriële vraag en de meewind in de agrarische sector. Door de mondiale productiefaciliteiten en de positie van stikstof in de waardeketen, kan OCI snel schakelen, meent Kepler.

    Kepler verhoogde het koersdoel op basis van de hogere verwachtingen voor de ureum- en methanolprijzen.

    Het aandeel OCI steeg woensdagochtend met 1,0 procent tot 18,27 euro.

    Door: ABM Financial News.
    info@abmfn.nl
    Redactie: +31(0)20 26 28 999

    © Copyright ABM Financial News B.V. All rights reserved.
  15. waregem 10 februari 2021 10:16
    Stap per stap .. eerst . kleper forecast is mooie .. oci is undervalued tegenover CF. .. eerst terug naar 22 euro ..
  16. forum rang 6 Ruval 10 februari 2021 11:03
    Analist neemt hiermee duidelijk stelling in en dat vind ik een positief signaal.
  17. forum rang 6 BultiesBrothers 10 februari 2021 11:46
    Ben wel benieuwd naar de marktprijzen die Kepler dan verwacht ("
    Kepler verhoogde het koersdoel op basis van de hogere verwachtingen voor de ureum- en methanolprijzen.")


    Als OCI bij huidige omstandigheden (eindelijk) een keer flink winstgevend gaat zijn dan is 30EUR realistisch (mits er dividend gaat komen, anders is het nog voor vele investeerder nog steeds niet interessant).
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