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OCI - 2022: Nu of nooit!

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BultiesBrothers
0
quote:

de schaatser schreef op 11 mei 2022 08:20:

Yara min 6,32 %.Zij werden gespaard afgelopen dagen.
Ex dividend gaat Yara.
Yara staat nu 2 NOK in de min. dus bijna niks
de schaatser
0
quote:

BultiesBrothers schreef op 11 mei 2022 09:13:

[...]

Ex dividend gaat Yara.
Yara staat nu 2 NOK in de min. dus bijna niks
Oké.
BultiesBrothers
0
Nou laten we hopen dat 33.38 de dubbele bodem is geweest. Op weekbasis heeft oci de MA lijn aangetikt. Wordt veelal gebruikt door TA ers.
poolbeer
0
3 weken geleden stond dit aandeel boven de € 40,00 terwijl de omstandigheden niet veel verandert zijn. Heb vanmorgen bijgekocht. Morgen presenteerd OCI de kwt cijfers. Ik ga ervan uit dat deze de markt positief gaan verrassen.
BultiesBrothers
0
Gas prijzen in de VS waren flink afgekomen. Ook zijn er enige zorgen over het late plant seizoen in noord ameika vanwege veel regen.
Maar hoorde vandaag bij cnbs alweer dat er mooie instap momenten waren voor CF en peers omdat ze zo hard zijn afgekomen
BultiesBrothers
0
Gasprijs VS is weer gestegen btw.. bijna oude nivo. Hopelijk dat we een Alfen achtig opening hebben
BultiesBrothers
0
Josh Linville
@JLinvilleFert
India #urea purchase tender offers are all submitted.

Just under 3M tons offered with the bulk offered west coast.

Still too early to call bullish/bearish. Tonnage less than I expected.

Results will be important to set the tone as the Northern Hemisphere moves into summer.
3:23 PM · May 11, 2022·Twitter Web App
de schaatser
1
quote:

poolbeer schreef op 11 mei 2022 13:44:

3 weken geleden stond dit aandeel boven de € 40,00 terwijl de omstandigheden niet veel verandert zijn. Heb vanmorgen bijgekocht. Morgen presenteerd OCI de kwt cijfers. Ik ga ervan uit dat deze de markt positief gaan verrassen.
Ik heb misschien een opkikkertje voor je.

ICL groep komt vandaag met de cijfers. De verkoop steeg 67 % tot 2,525 miljard $.
De koers stijgt vandaag 11,3 %.

Ik schat dat OCI een spiegel cijfer van hierboven gaat halen.
Nu is het even afwachten of OCI dan ook 11 % omhoog kan.

Mijn prognose voor OCI eerste kwartaal heb ik al een paar keer weergegeven . n.l.
netto winst 505, omzet 2350 en EBITDA 1080 miljoen.
Wie heeft er een mening?
Das Mooi
0
OCI is bezig met een eindsprint richting het slot en de nabeursveiling. Ik verwacht (en hoop) dat de cijfers meer dan uitstekend zullen zijn, en dat de markt hier positief (10% plus) op zal reageren.

Fingers crossen…..

Das Mooi
Kruimeldief
0
Op de valreep toch nog even wat gekocht. Heb een beetje dubbel gevoel. Er is volgens mij niks bijzonders om de koers te laten stijgen. We weten al lang dat er veel geld wordt verdiend nu.
RJ 80
0
quote:

de schaatser schreef op 11 mei 2022 16:15:

[...]

Ik heb misschien een opkikkertje voor je.

ICL groep komt vandaag met de cijfers. De verkoop steeg 67 % tot 2,525 miljard $.
De koers stijgt vandaag 11,3 %.

Ik schat dat OCI een spiegel cijfer van hierboven gaat halen.
Nu is het even afwachten of OCI dan ook 11 % omhoog kan.

Mijn prognose voor OCI eerste kwartaal heb ik al een paar keer weergegeven . n.l.
netto winst 505, omzet 2350 en EBITDA 1080 miljoen.
Wie heeft er een mening?
Niet qua cijfers, maar wel qua fundament, en dat is dat je voorlopig goed zit grondstoffengerelateerd en bedrijfsresultaten
. Qua koers zou ik het niet weten…. Qua dividend is het een houdertje ongeacht wat die vermaledijde koers doet. Als die verdubbelt dan zal ik s nadenken over deels verkopen ??
BultiesBrothers
0
DTN Retail Fertilizer Trends
Retail Fertilizer Prices Inch Higher Amid Stubborn Supply Concerns
5/11/2022 | 5:00 AM CDT
Russ Quinn
By , DTN Staff Reporter
Connect with Russ:
MAP prices recently set a new all-time high and cost an average of $1,081/ton in the first week of May. The phosphorous fertilizer is now 53% more expensive than last year. (DTN Chart)
OMAHA (DTN) -- Retail fertilizer prices continue to be mostly higher compared to last month, according to prices tracked by DTN for the first week of May 2022.

Seven fertilizers were more expensive, although none were up significantly, which DTN designates as a price move of 5% or more.

DAP had an average price of $1,057/ton (all-time high), MAP $1,081/ton (all-time high), potash $881/ton, 10-34-0 $906/ton, anhydrous $1,534/ton (all-time high), UAN28 $631/ton and UAN32 $730/ton (all-time high).

MAP set a new all-time high last week, continuing the streak of record-breaking movements in the fertilizer segment. According to DTN's 13-year data set, only potash and 10-34-0 have yet to break historical records.

One fertilizer was slightly lower compared to last month, but nothing noteworthy. Urea was slightly less expensive looking back to last month and had an average price of $1,001/ton.

More Recommended for You

On a price per pound of nitrogen basis, the average urea price was at $1.09/lb.N, anhydrous $0.94/lb.N, UAN28 $1.13/lb.N and UAN32 $1.14/lb.N.

In the most recent edition of the North American Agribusiness Review by Rabobank, analysts took a closer look at farm inputs, mainly fertilizer. The Russian invasion of Ukraine has caused a great deal of volatility for the inputs market.

This situation, along with natural gas bearing the brunt of geopolitical scrutiny, has added a second pillar of uncertainly in global fertilizer markets.

"This has resulted in price dislocations and illiquid markets (exacerbated by seasonality) causing fertilizer prices to reach nominal and real-time records in some markets since the conflict began," the report stated. "This uncertainty is likely to persist over the coming months."

North American agricultural producers are likely to see tight markets, with the risk that uncertainty in the global sphere bleeds further into the U.S. Some regions may move earlier than normal to secure supplies for the upcoming season, given the potential long-term risk associated with the war.

Rabobank said there are two big events to watch for in the near future: potential demand destruction among growers due to record high prices and how the Chinese re-enter the global export market of nitrogen and phosphorus. You can read the full report here:

Most fertilizers continue to be considerably higher in prices than one year earlier.

10-34-0 is 47% more expensive, MAP is 53% higher, DAP is 67% more expensive, UAN28 is 76% higher, UAN32 is 83% more expensive, urea is 95% is higher, potash is 102% higher and anhydrous is 115% more expensive compared to last year.

DTN gathers fertilizer price bids from agriculture retailers each week to compile the DTN Fertilizer Index. DTN first began reporting data in November 2008.

Canadian fertilizer manufacturer Nutrien has increased fertilizer production in the wake of the invasion of Ukraine by Russia, Dow Jones reported. You can read it here: .

Dry
Date Range DAP MAP POTASH UREA
May 3-7 2021 634 705 436 514
May 31-Jun 4 2021 652 712 443 524
Jun 28-Jul 2 2021 677 721 476 542
Jul 26-30 2021 695 753 549 554
Aug 23-27 2021 697 756 569 557
Sep 20-24 2021 709 786 625 585
Oct 18-22 2021 810 863 716 735
Nov 15-19 2021 825 911 769 859
Dec 13-17 2021 858 935 796 901
Jan 10-14 2022 863 932 807 913
Feb 7-11 2022 876 935 815 905
Mar 7-11 2022 919 955 822 901
Apr 4-8 2022 1040 1056 875 1031
May 2-6 2022 1057 1081 881 1001
Liquid
Date Range 10-34-0 ANHYD UAN28 UAN32
May 3-7 2021 618 712 358 398
May 31-Jun 4 2021 619 719 363 412
Jun 28-Jul 2 2021 625 730 366 421
Jul 26-30 2021 631 737 365 419
Aug 23-27 2021 632 748 370 420
Sep 20-24 2021 633 772 383 436
Oct 18-22 2021 659 940 451 492
Nov 15-19 2021 739 1220 571 651
Dec 13-17 2021 790 1420 579 663
Jan 10-14 2022 796 1430 584 679
Feb 7-11 2022 827 1487 600 699
Mar 7-11 2022 866 1490 603 704
Apr 4-8 2022 901 1534 629 729
May 2-6 2022 906 1534 631 730
Russ Quinn can be reached at

Follow him on Twitter @RussQuinnDTN
BultiesBrothers
0
Blijf het bijzonder vinden dat Tradegate nabeurs gelijk weer daalt, terwijl de VS doorstijgt.
Dit was in de rit omhoog anders. VS omhoog, tradegate omhoog en vice versa
Appel72
0
Op naar de cijfers morgenochtend
In ben benieuwd 10% erbij of een teleurstelling?
Ik ben zelf blijven zitten de laatste dagen met mijn. Aandelen, call opties en turbo’s long. Dit heeft pijn gedaan.
Morgen weet ik of ik het goed heb gedaan
Fijne avond een ieder
BultiesBrothers
0
Kyiv Halts Russian Gas Shipments Through Key Hub
By RFE/RL staff - May 11, 2022, 12:00 PM CDT
Russian gas flows to Europe through Ukraine are falling.
Kyiv has halted the use of a key transit route for Russian gas deliveries.
The European Union is scrambling to reduce dependence on Russian gas, but it has stopped short of a full gas embargo on Moscow.
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Kyiv has halted the use of a major transit route for Russian gas amid continued heavy fighting in the east and south of Ukraine, while Ukrainian forces claimed some progress in pushing Russian forces away from the city of Kharkiv.

Russian gas flows to Europe via Ukraine fell by a quarter on May 11 after Kyiv announced that it would stop Russian shipments through its key Novopskov hub in the east, blaming interference by Russian forces in the region.

It is the first time exports have been disrupted since Moscow launched its unprovoked invasion of Ukraine. Despite the war, Ukraine has remained a major transit route for Russian gas to Europe.

Russia's state-controlled energy giant Gazprom, which has a monopoly on Moscow's gas exports by pipeline, said it was still shipping gas to Europe via Ukraine, but volumes were seen at 72 million cubic meters (mcm) on May 11, down from 95.8 mcm the previous day.

The European Union is scrambling to reduce its reliance on Russian energy supplies, but it has stopped short so far from imposing sanctions on crucial gas flows.

President Volodymyr Zelensky said on May 10 that Ukrainian successes pushed Russian forces out of four villages around Kharkiv, which has been under bombardment since the war began.

The head of the Kharkiv regional state administration, Oleh Synegubov, said four villages -- Cherkasy Tyshky, Rusky Tyshky, Rubizhne, and Bayrak -- had been liberated, though "fierce battles" were still raging in some parts.

Zelensky hailed the gains but warned against celebrating prematurely.

"I also want to urge all our people...not to spread excessive emotions," Zelensky said in a video address. "We should not create an atmosphere of excessive moral pressure, where victories are expected weekly and even daily."

In the strategic southern port of Mariupol, Russian forces continued their assault on the Azovstal steel plant where the city's last defenders are holed up. An aide to the mayor said at least 100 civilians were still trapped there.

Russia is trying to reinforce exposed troops on Snake Island, which could enable it to dominate the northwestern Black Sea with strategic air-defense and coastal defense cruise missiles, the British Ministry of Defense said in a regular bulletin.

"Ukraine has successfully struck" Russian air defenses and resupply lines in the Black Sea with drones, the bulletin noted, leaving Russian resupply lines exposed after the Russian Navy retreated to Crimea following what the United States says was the sinking of the Moskva missile cruiser by Ukraine last month. Ukraine has not confirmed the attack.

Russian missile strikes also hit the southern port of Odesa in an apparent effort to disrupt supply lines.

In Washington, the U.S. House of Representatives approved more than $40 billion more aid for Ukraine as Congress races to keep military aid flowing and support the government in Kyiv. The measure now goes for Senate approval before President Joe Biden can sign it into law.

Related: The U.S. Shale Patch Is Facing A Plethora Of Problems

The U.S. Director of National Intelligence, Avril Haines, meanwhile, told a Senate committee that the United States believes Putin is preparing for a long conflict in Ukraine.

There are indications Russia wants to extend a land bridge to Transdniester, the breakaway region in Moldova, said Haines, adding that Putin is counting on Western resolve to weaken over time.

Haines also told the committee that Putin is expected to become more unpredictable and could order martial law in Russia.

Zelensky said 36 foreign missions are operating in the capital, and the resumption of diplomatic work in Kyiv "confirms Europe's confidence in the future of Ukraine."

Biden's nominee to be the next ambassador to Ukraine, veteran diplomat Bridget Brink, was expected to also easily win confirmation to a crucial position that has been vacant for three years.

Brink spoke to members of the Senate Foreign Relations Committee on May 10 ahead of what's expected to be her easy Senate confirmation.

Brink told senators that if confirmed she would work to fully reopen the U.S. Embassy in Kyiv and take up her work in the country.

By RFE/RL
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Detail

Vertraagd 28 mei 2024 17:35
Koers 25,550
Verschil -0,150 (-0,58%)
Hoog 25,800
Laag 25,530
Volume 230.098
Volume gemiddeld 322.567
Volume gisteren 122.381

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