BultiesBrothers schreef op 5 november 2020 14:20:
Enig info wat uit transcript gehaald kan worden van q2 2020
And just on -- can you remind me, you said that you wanted to get some guidance on how Q3 was looking versus Q2?
Yes, we don't -- just given the commodity nature of our business, we don't like to give specific guidance and we there's directionally or otherwise with regards to how the quarter performs. But we'll say that we've seen a good volume of production, and we've seen a recovery in prices across the board, particularly urea here in Q3. The European contract price for methanol, for example, we should see that step-up in Q4 because the spot price is covered quite meaningfully. So I'll leave it at that. But yes, I mean, typically, Q3 is a lower quarter for fertilizer companies in general. And Q2 tends to be a little bit stronger, but we've seen a good recovery here in Q3 and explained on the urea side and on the methanol and ammonia side. -------------------------------------------------------------------------------- Hassan H. Badrawi, OCI N.V. - Group CFO, Executive VP & Executive Director [45] -------------------------------------------------------------------------------- I mean the one thing I could add to Ahmed is that obviously, you recall also last year, our Q3 last year was specifically quite intense in terms of in terms of turnaround activities. So that is the backdrop we leave you with.