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OCI NL0010558797

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OCI - 2021

7.828 Posts
Pagina: «« 1 ... 22 23 24 25 26 ... 392 »» | Laatste | Omlaag ↓
  1. Appel72 5 februari 2021 06:50
    Methanex ruim in de plus gisteren > 5%.
    Ik verwacht geen grote daling meer zo net voor de cijfers.
    Werk ze vandaag vanavond zien we wel weer.
  2. forum rang 7 Just lucky 5 februari 2021 09:22
    Mooi al die prachtige koersdoelen de laatste tijd, maar ik heb geen een keer gezien dat het wat met de koers deed.
  3. waregem 5 februari 2021 17:49
    stap per stap eerste over 19.50 en dan naar de oude level van oci is 22 .. laat eerst zien de volgende weken ;;
  4. forum rang 6 RJ 80 5 februari 2021 18:24
    quote:

    Ruval schreef op 2 februari 2021 20:00:

    [...]
    Hoewel ik recent jouw vergelijking met de start van de Elfstedentocht erg grappig vond, lijkt me een dergelijke forse koersstijging de komende weken persoonlijk niet realistisch.

    Per saldo was januari een goede maand voor OCI, maar de afgelopen 2 weken toch veel terughoudendheid. Ondanks 4 analisten verhogingen en verder stijgende prijzen is er gemiddeld gezien weinig handel in het aandeel. Het lijkt alsof dit aandeel nog niet bij een groot (institutioneel) publiek op de radar staat en daar moet een reden voor zijn die ik niet kan inschatten.

    Ik verwacht zelf goede kwartaalcijfers en goede (hopelijk concrete) vooruitzichten. Op dat moment voldoen ze hopelijk aan de verwachting en dan zal er een koersversnelling kunnen komen...
    Gamestop en zilver waren ff interessanter. Komt wel weer ;-)
  5. forum rang 6 BultiesBrothers 6 februari 2021 18:00
    www.methanex.com/sites/default/files/...

    Vastgestelde Methanol contract prijzen februari van Methanex. Ziet er goed uit!

    Methanol
    ** The Asian methanol market could see some upside in the week ended Jan. 30 as European methanol prices surged to about $427/mt on the back of tight global supply and uncertain restart dates of two key European methanol producers.

    ** Producers and traders that had intended to reexport China methanol cargoes are now considering to swing that volume to Europe, trade sources said.

    www.spglobal.com/platts/en/market-ins...
  6. forum rang 6 BultiesBrothers 6 februari 2021 18:16
    DTN Retail Fertilizer Trends
    Urea Prices Increase 10% as Five Fertilizers' Prices Jump Significantly
    2/3/2021 | 5:10 AM CST
    Russ Quinn
    By , DTN Staff Reporter
    Connect with Russ:
    Urea prices jumped $38 per ton this week to $405/ton, a 10% increase. The nitrogen fertilizer now costs 13% more than it did last year. (DTN chart)
    OMAHA (DTN) -- Average retail prices for all eight major fertilizers were higher the fourth week of January 2021, with prices for five fertilizers up a significant amount, which DTN designates as 5% or more, according to retailers surveyed by DTN.

    Urea led the way to the upside and was 10% higher compared to last month with an average price of $405 per ton, a gain of $38. It also marks the first time that urea has been above the $400/ton level in two years.

    Also higher was MAP, which was 8% more expensive from last month. The phosphorus fertilizer had an average price of $580/ton, up $43.

    Two fertilizers were 6% higher than last month. UAN28 had an average price of $220/ton, up $18, while 10-34-0 was at $489/ton, up $25.

    DAP was 5% higher compared to last month. The phosphorus fertilizer had an average price of $500/ton, $25 more than last month. This marks the first time DAP has been at or above the $500/ton level since the third week of April 2019, when the fertilizer's price was at $504/ton.

    The remaining three fertilizers were also higher, but just not as much. Potash had an average price of $379/ton, up $13; anhydrous $489/ton, up $19; and UAN32 $258/ton, up $8.

    More Recommended for You

    On a price per pound of nitrogen basis, the average urea price was at $0.44/lb.N, a 2-cent gain from last month; anhydrous $0.30/lb.N, unchanged; UAN28 $0.39/lb.N, unchanged; and UAN32 $0.40/lb.N, up 1 cent.

    The run-up in retail fertilizer prices over the last several months has mainly to do with the amount of fertilizer that was applied this fall, according to Bob Spratt, manager of LeRoy Fertilizer Services located in LeRoy, Illinois. Replacement prices have come in higher than last fall.

    "The run-up is due to the supply chain being drawn down due to the big (application) last fall," Spratt told DTN.

    The weather in central Illinois, as it was across the Corn Belt, was extremely cooperative for fall fertilizer application. Thus, many tons of fertilizer were applied in the window after harvest and before the beginning of winter.

    Also playing a factor in higher retail fertilizer prices is the rally in grain prices. Retail fertilizer tends to follow corn prices higher once a rally starts.

    Spratt said the short-term price trend in retail fertilizers is mainly steady to higher.

    "I would say, like fuel, fertilizer prices are 'sticky downward' and will probably stay at or near the current levels," he said.
    (Sticky-down refers to the tendency of the price of a good to move up easily, although it won't easily move down)

    With retail fertilizer prices moving higher over recent months, most fertilizers are now higher in price from a year ago, but there are a couple exceptions. Both potash and anhydrous are now 1% more expensive, 10-34-0 is 5% higher, urea is 13% more expensive, DAP is 21% higher and MAP is 33% more expensive compared to last year.

    Only two fertilizers are still lower compared to last year. UAN32 is 6% lower, while UAN28 is 7% less expensive.

    DTN collects roughly 1,700 retail fertilizer bids from 310 retailer locations weekly. Not all fertilizer prices change each week. Prices are subject to change at any time.

    DTN Pro Grains subscribers can find current retail fertilizer price in the DTN Fertilizer Index on the Fertilizer page under Farm Business.

    Retail fertilizer charts dating back to 2010 are available in the DTN fertilizer segment. The charts included cost of N/lb., DAP, MAP, potash, urea, 10-34-0, anhydrous, UAN28 and UAN32.

    DRY
    Date Range DAP MAP POTASH UREA
    Jan 27-31 2020 414 435 373 359
    Feb 24-28 2020 409 434 371 366
    Mar 23-27 2020 409 434 370 382
    Apr 20-24 2020 410 433 370 385
    May 18-22 2020 409 434 367 387
    Jun 15-19 2020 405 429 363 360
    Jul 13-17 2020 406 428 361 359
    Aug 10-14 2020 426 434 353 355
    Sep 7-Sep 11, 2020 434 445 345 360
    Oct 5-9 2020 441 466 335 361
    Nov 2-6 2020 447 479 331 358
    Nov 30-Dec 4 2020 455 499 340 359
    Dec 28-Jan 1 2021 475 537 366 367
    Jan 25-29 2020 500 580 379 405
    LIQUID
    Date Range 10-34-0 ANHYD UAN28 UAN32
    Jan 27-31 2020 467 488 237 275
    Feb 24-28 2020 466 490 235 277
    Mar 23-27 2020 466 491 235 278
    Apr 20-24 2020 468 492 236 279
    May 18-22 2020 469 490 237 280
    Jun 15-19 2020 468 464 233 273
    Jul 13-17 2020 468 460 225 263
    Aug 10-14 2020 465 447 221 259
    Sep 7-Sep 11, 2020 459 434 216 253
    Oct 5-9 2020 457 424 209 250
    Nov 2-6 2020 455 423 208 248
    Nov 30-Dec 4 2020 459 427 208 249
    Dec 28-Jan 1 2021 464 470 209 250
    Jan 25-29 2020 489 489 220 258

    www.dtnpf.com/agriculture/web/ag/crop...,.N%2C%20up%201%20cent.
  7. forum rang 6 Ruval 6 februari 2021 18:40
    quote:

    BultiesBrothers schreef op 6 februari 2021 18:16:

    DTN Retail Fertilizer Trends
    Urea Prices Increase 10% as Five Fertilizers' Prices Jump Significantly
    2/3/2021 | 5:10 AM CST
    Russ Quinn
    By , DTN Staff Reporter
    Connect with Russ:
    Urea prices jumped $38 per ton this week to $405/ton, a 10% increase. The nitrogen fertilizer now costs 13% more than it did last year. (DTN chart)
    OMAHA (DTN) -- Average retail prices for all eight major fertilizers were higher the fourth week of January 2021, with prices for five fertilizers up a significant amount, which DTN designates as 5% or more, according to retailers surveyed by DTN.

    Urea led the way to the upside and was 10% higher compared to last month with an average price of $405 per ton, a gain of $38. It also marks the first time that urea has been above the $400/ton level in two years.

    Also higher was MAP, which was 8% more expensive from last month. The phosphorus fertilizer had an average price of $580/ton, up $43.

    Two fertilizers were 6% higher than last month. UAN28 had an average price of $220/ton, up $18, while 10-34-0 was at $489/ton, up $25.

    DAP was 5% higher compared to last month. The phosphorus fertilizer had an average price of $500/ton, $25 more than last month. This marks the first time DAP has been at or above the $500/ton level since the third week of April 2019, when the fertilizer's price was at $504/ton.

    The remaining three fertilizers were also higher, but just not as much. Potash had an average price of $379/ton, up $13; anhydrous $489/ton, up $19; and UAN32 $258/ton, up $8.

    More Recommended for You

    On a price per pound of nitrogen basis, the average urea price was at $0.44/lb.N, a 2-cent gain from last month; anhydrous $0.30/lb.N, unchanged; UAN28 $0.39/lb.N, unchanged; and UAN32 $0.40/lb.N, up 1 cent.

    The run-up in retail fertilizer prices over the last several months has mainly to do with the amount of fertilizer that was applied this fall, according to Bob Spratt, manager of LeRoy Fertilizer Services located in LeRoy, Illinois. Replacement prices have come in higher than last fall.

    "The run-up is due to the supply chain being drawn down due to the big (application) last fall," Spratt told DTN.

    The weather in central Illinois, as it was across the Corn Belt, was extremely cooperative for fall fertilizer application. Thus, many tons of fertilizer were applied in the window after harvest and before the beginning of winter.

    Also playing a factor in higher retail fertilizer prices is the rally in grain prices. Retail fertilizer tends to follow corn prices higher once a rally starts.

    Spratt said the short-term price trend in retail fertilizers is mainly steady to higher.

    "I would say, like fuel, fertilizer prices are 'sticky downward' and will probably stay at or near the current levels," he said.
    (Sticky-down refers to the tendency of the price of a good to move up easily, although it won't easily move down)

    With retail fertilizer prices moving higher over recent months, most fertilizers are now higher in price from a year ago, but there are a couple exceptions. Both potash and anhydrous are now 1% more expensive, 10-34-0 is 5% higher, urea is 13% more expensive, DAP is 21% higher and MAP is 33% more expensive compared to last year.

    Only two fertilizers are still lower compared to last year. UAN32 is 6% lower, while UAN28 is 7% less expensive.

    DTN collects roughly 1,700 retail fertilizer bids from 310 retailer locations weekly. Not all fertilizer prices change each week. Prices are subject to change at any time.

    DTN Pro Grains subscribers can find current retail fertilizer price in the DTN Fertilizer Index on the Fertilizer page under Farm Business.

    Retail fertilizer charts dating back to 2010 are available in the DTN fertilizer segment. The charts included cost of N/lb., DAP, MAP, potash, urea, 10-34-0, anhydrous, UAN28 and UAN32.

    DRY
    Date Range DAP MAP POTASH UREA
    Jan 27-31 2020 414 435 373 359
    Feb 24-28 2020 409 434 371 366
    Mar 23-27 2020 409 434 370 382
    Apr 20-24 2020 410 433 370 385
    May 18-22 2020 409 434 367 387
    Jun 15-19 2020 405 429 363 360
    Jul 13-17 2020 406 428 361 359
    Aug 10-14 2020 426 434 353 355
    Sep 7-Sep 11, 2020 434 445 345 360
    Oct 5-9 2020 441 466 335 361
    Nov 2-6 2020 447 479 331 358
    Nov 30-Dec 4 2020 455 499 340 359
    Dec 28-Jan 1 2021 475 537 366 367
    Jan 25-29 2020 500 580 379 405
    LIQUID
    Date Range 10-34-0 ANHYD UAN28 UAN32
    Jan 27-31 2020 467 488 237 275
    Feb 24-28 2020 466 490 235 277
    Mar 23-27 2020 466 491 235 278
    Apr 20-24 2020 468 492 236 279
    May 18-22 2020 469 490 237 280
    Jun 15-19 2020 468 464 233 273
    Jul 13-17 2020 468 460 225 263
    Aug 10-14 2020 465 447 221 259
    Sep 7-Sep 11, 2020 459 434 216 253
    Oct 5-9 2020 457 424 209 250
    Nov 2-6 2020 455 423 208 248
    Nov 30-Dec 4 2020 459 427 208 249
    Dec 28-Jan 1 2021 464 470 209 250
    Jan 25-29 2020 489 489 220 258

    www.dtnpf.com/agriculture/web/ag/crop...,.N%2C%20up%201%20cent.
    Dank voor het delen BB, bemoedigend!
  8. [verwijderd] 7 februari 2021 16:21
    Goed speurwerk Bultie,het kan toch niet anders dat OCI gaat vlammen de komende maanden,dinsdag al een voorspel van YARA met cijfers en outlook,maar verwacht OCI met Fertiglobe nog veel meer profiteert van de hogere afzet prijzen,de beloning gaat komen!
  9. forum rang 6 BultiesBrothers 7 februari 2021 16:47
    www.spglobal.com/en/research-insights...

    Zie podcast vanaf minuut 2:40.

    In een eerder artikel werd vermeld dat er 2 grote methanol fabrieken stil liggen en daardoor is het aanbod nog 'tighter' geworden.
    Gelukkig blijkt dat die niet BioMCN is (weet niet of deze beschouwd wordt als groot ;)).
    Maar een Noorweegse fabriek en een Russische en opstart datum is nog onbekend (positief denk ik)
  10. Dinald 7 februari 2021 19:59
    Oud nieuws wellicht van de OCI website

    OCI announces a price increase for Melamine:

    Effective January 1, 2021, or as contracts allow, OCI will increase prices with 200 Euro/metric ton. The price increase is driven by tight market conditions as a result of strong demand


    In NL wordt (zie presentatie Q3 2020 Results Presentation) 219.000 ton melamine gemaakt. Maar 1% van de totale productie.
    Betekent dat er dit jaar, vanaf 1/1/2021 ongeveer 219.000 * 200€ = 43.8 € miljoen extra dekkingsbijdrage binnenkomt, waar alleen maar dankjewel voor gezegd hoeft te worden. Afgezien van lopende contracten. Maar goed, ook de contracten die vernieuwd worden zorgen later voor de prijswinst.

  11. [verwijderd] 7 februari 2021 20:17
    Veel koopadviezen voor OCI, gemiddelde koersdoel nu EUR22...

    Binnenkort maar doortrekken naar 20+ lijkt mij met de aanstaande hausse in commodities.
  12. Appel72 7 februari 2021 21:07
    Weet iemand hoe ea zit met de gasprijzen?
    De belangrijkste kostenfactor voor Methanol en de kunstmest. Wordt dit door OCI ingekocht op basis van dagprijzen en/of is ea afgedekt met (lange) termijn contracten?
    Ben zelf ook positief over OCI ik heb wat calls maart 18 en 19 Euro (bewust Maart ivm cijfers OCI eind februari). En verder heb ik 2 geschreven puts feb 18,50 Euro.
  13. forum rang 6 BultiesBrothers 8 februari 2021 10:26
    Eindelijk weer een dag met fatsoenlijk volume. Ben benieuwd naar de cijfers van Yara. Zou mooi zijn als deze goed zijn en OCI mede daar bij opleeft. YARA is weer op pre corona koers
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