OCI « Terug naar discussie overzicht

quote:

Dartzeiler schreef op 6 februari 2023 13:57:

[...]

Juiste keuze!
Zo zie ik het ook. Succes en op naar de €40,- Mooi briesje vandaag en een zonnetje erbij. Ik ga zo even heerlijk zeilen.

quote:

effegenoeg schreef op 6 februari 2023 13:58:

[...]

Ik zou zeggen kom er bij.
We kunnen nog wel enige bodemstampers er bij gebruiken.
Zoals je inmiddels vernomen hebt zijn de secundaire omstandigheden goed te noemen.

quote:

Dividenhunter schreef op 6 februari 2023 14:51:

Wow...... dit zijn nog eens goede berichten!

www.iex.nl/Nieuws/766422/OCI-selectee...

Ik heb er net nog wat bij gekocht op € 30,22 volgens mij hebben we nu echt de bodem verlaten en gaat de koers weer rap naar de € 38 - € 39,-

quote:

nine_inch_nerd schreef op 6 februari 2023 14:13:

[...]

-lol-
Ik was er bij tot net na de uitkering dividend eind 2022 en toen mijn positie verkocht rond de €39.

De relatie met de aardgas prijs is niet positief (minder voordeel gehedgde aardgas door OCI) en daling kunstmestprijzen en ik weet dat in Geleen de fabrieken van OCI niet vol draaien, maar nogmaals de duurzame richting van dit bedrijf spreekt me aan en de financiële toestand (veel geld komt er nog binnen en schuld is nihil) is optimaal.

quote:

BultiesBrothers schreef op 6 februari 2023 15:08:

[...]

Geleen draait weer, aldus ICIS mapje van Europa.
Daar staat geeen curtailment of 'reduced rates' bij OCI Nitrogen.
Denk dat ze volop draaien met geimporteerd ammoniak vanuit MENA

quote:

NewKidInTown schreef op 6 februari 2023 15:40:

Ik moet wel even achter m'n oren krabben.....

Marketscreener zegt over OCI:

Weaknesses

According to Standard & Poor's' forecast, revenue growth prospects are expected to be very low for the next fiscal years.
The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
For the last four months, the sales outlook for the coming years has been revised downwards. No recovery of the group's activities is yet foreseen.
For the last few months, analysts have been revising downwards their earnings forecast.
The average price target of analysts who are interested in the stock has been significantly revised downwards over the last four months.
The average consensus view of analysts covering the stock has deteriorated over the past four months.
Over the past twelve months, analysts' consensus has been significantly revised downwards.
Prospects from analysts covering the stock are not consistent. Such dispersed sales estimates confirm the poor visibility into the group's activity.
The group usually releases earnings worse than estimated.

quote:

NewKidInTown schreef op 6 februari 2023 15:40:

Ik moet wel even achter m'n oren krabben.....

Marketscreener zegt over OCI:

Weaknesses

According to Standard & Poor's' forecast, revenue growth prospects are expected to be very low for the next fiscal years.
The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
For the last four months, the sales outlook for the coming years has been revised downwards. No recovery of the group's activities is yet foreseen.
For the last few months, analysts have been revising downwards their earnings forecast.
The average price target of analysts who are interested in the stock has been significantly revised downwards over the last four months.
The average consensus view of analysts covering the stock has deteriorated over the past four months.
Over the past twelve months, analysts' consensus has been significantly revised downwards.
Prospects from analysts covering the stock are not consistent. Such dispersed sales estimates confirm the poor visibility into the group's activity.
The group usually releases earnings worse than estimated.

quote:

NewKidInTown schreef op 6 februari 2023 15:40:

Ik moet wel even achter m'n oren krabben.....

Marketscreener zegt over OCI:

Weaknesses

According to Standard & Poor's' forecast, revenue growth prospects are expected to be very low for the next fiscal years.
The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
For the last four months, the sales outlook for the coming years has been revised downwards. No recovery of the group's activities is yet foreseen.
For the last few months, analysts have been revising downwards their earnings forecast.
The average price target of analysts who are interested in the stock has been significantly revised downwards over the last four months.
The average consensus view of analysts covering the stock has deteriorated over the past four months.
Over the past twelve months, analysts' consensus has been significantly revised downwards.
Prospects from analysts covering the stock are not consistent. Such dispersed sales estimates confirm the poor visibility into the group's activity.
The group usually releases earnings worse than estimated.

quote:

De Porscheknakker schreef op 6 februari 2023 17:53:

Shortpositie staat op 0.