Van beleggers
voor beleggers
desktop iconMarkt Monitor
  • Word abonnee
  • Inloggen

    Inloggen

    • Geen account? Registreren

    Wachtwoord vergeten?

Ontvang nu dagelijks onze kooptips!

word abonnee

Aandeel OCI AEX:OCI.NL, NL0010558797

  • 25,000 23 apr 2024 15:27
  • +0,200 (+0,81%) Dagrange 24,690 - 25,150
  • 98.318 Gem. (3M) 401,6K

OCI - 2021

7.828 Posts
Pagina: «« 1 ... 63 64 65 66 67 ... 392 »» | Laatste | Omlaag ↓
  1. forum rang 10 voda 30 maart 2021 17:09
    Fitch positiever over OCI

    FONDS KOERS VERSCHIL VERSCHIL % BEURS
    OCI
    18,59 0,11 0,60 % Euronext Amsterdam

    (ABM FN-Dow Jones) Fitch Ratings heeft het vooruitzicht voor de kredietwaardigheid van OCI verhoogd van negatief naar stabiel. Dit bleek dinsdag uit een rapport van de kredietwaardigheidsbeoordelaar.

    De rating voor OCI bleef BB.

    Fitch rekent erop dat de schuldpositie volgend jaar weer zal dalen tot minder dan 4,5 keer de operationele kasstroom (FFO). Dit zou mede te danken zijn aan betere prijzen voor kunstmest en methanol na het dieptepunt van vorig jaar.

    De schuldratio stond in 2019 op maar liefst 7,5 en daalde vorig jaar sterker dan verwacht tot 5,6. In 2024 zou de ratio volgens de analisten van Fitch moeten dalen tot ongeveer 3,5 keer.

    Het aandeel OCI steeg dinsdagmiddag 0,4 procent.

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

    © Copyright ABM Financial News B.V. All rights reserved.
  2. forum rang 6 BultiesBrothers 30 maart 2021 17:25
    quote:

    voda schreef op 30 maart 2021 17:09:

    De schuldratio stond in 2019 op maar liefst 7,5 en daalde vorig jaar sterker dan verwacht tot 5,6. In 2024 zou de ratio volgens de analisten van Fitch moeten dalen tot ongeveer 3,5 keer.
    Op basis van de huidige marktverwachtingen voor verkochte prijzen en de groeiverwachtingen voor de productie- en omzetvolumes in 2021, verwacht OCI een daling van de schuldratio tot onder 3,0 tegen eind dit jaar.

    3,5x in 2024 of onder de 3 eind 2021 (zie link)? Wel een verschilletje. Of zie ik dat verkeerd?
  3. forum rang 6 Ruval 30 maart 2021 17:28
    quote:

    BultiesBrothers schreef op 30 maart 2021 17:25:

    [...]

    Op basis van de huidige marktverwachtingen voor verkochte prijzen en de groeiverwachtingen voor de productie- en omzetvolumes in 2021, verwacht OCI een daling van de schuldratio tot onder 3,0 tegen eind dit jaar.

    3,5x in 2024 of onder de 3 eind 2021 (zie link)? Wel een verschilletje. Of zie ik dat verkeerd?
    Verschillende maatstaven. OCI gaat uit van ebitda/schuld
  4. forum rang 6 BultiesBrothers 31 maart 2021 15:03
    Hier nog een stukje uit het Fitch rapport over dividend:

    Dividend Assumptions: Dividends to minorities are included in Fitch's calculation of FFO, hence higher-than-expected distributions could impair OCI's forecast deleveraging. The cancellation of a USD125 million dividend payment to non-controlling interests in Sorfert in 2020 significantly supported the improvement in FFO net leverage. We forecast dividend to non-controlling interests to rise to USD230 million in 2021, driven by stronger results, and decline to USD200 million p.a. thereafter, given our expectation of lower EBITDA post 2021. We assume OCI will keep to its commitment of not paying any dividend to its shareholders over the next four years until it is on track to reach its internal target of 2.0x net debt/EBITDA through the cycle.

    www.fitchratings.com/research/corpora... (hele rapport)
  5. forum rang 6 Kruimeldief 31 maart 2021 16:16
    Ergens, maar ik kan niet meer terugvinden waar, heb ik toch een plaatje gezien waarin OCI grafisch de planning van deleverage liet zien. Of er nu wel of niet de komende vier jaren dividend te verwachten is, is een andere zaak dan dat OCI toch wel eerder dan over vier jaar onder die beruchte 2.0 verhouding meende te kunnen komen.
  6. forum rang 6 BultiesBrothers 31 maart 2021 23:26
    tail Fertilizer Trends
    UAN28 Prices Surge 34% Since Last Month Amid Nitrogen Price Spike
    3/31/2021 | 10:34 AM CDT
    Russ Quinn
    By , DTN Staff Reporter
    Connect with Russ:
    This chart averages the price of urea, anhydrous, UAN28 and UAN32 on a price per pound of nitrogen basis. The average price for a pound of nitrogen is nearly 32% above the five-year average price. (DTN chart)
    OMAHA (DTN) -- According to retail fertilizer prices tracked by DTN for the fourth week of March 2021, some fertilizer prices are still climbing at pretty good clip, while others have not increased as much as in recent weeks. Like last week, only seven of the eight major fertilizers were up a significant amount, which DTN designates as 5% or more.

    Four of the major fertilizers continue to push considerably higher. UAN28 was up a mammoth 34% from last month and had an average price of $335/ton. UAN32 was 27% more expensive compared to the prior month and had an average price of $376/ton.

    Anhydrous was up 26% looking back to last month and had an average price of $684/ton. 10-34-0 was 13% higher compared to the prior month and had average price of $599/ton.

    The remaining four fertilizers were higher once again, but these fertilizers saw lesser price spikes compared to the previous weeks.

    Urea was 8% more expensive looking back to last month and had an average price of $499/ton.

    Both MAP and potash were 5% higher than last month. MAP had average price of $696/ton while potash was at $428/ton.

    DAP was just up slightly compared back to the prior month. The phosphorus fertilizer had an average price of $616/ton.

    More Recommended for You

    On a price per pound of nitrogen basis, the average urea price was at $0.54/lb.N, anhydrous $0.42/lb.N, UAN28 $0.60/lb.N and UAN32 $0.59/lb.N.

    DTN recently asked the following poll question, "With some questions about fertilizer supply after a busy fall application season and retail prices climbing much higher during the last several months, what best describes your feeling toward the fertilizer situation currently?" Six different responses were given for the question.

    As of Tues. March 30, there were just under 200 responses. "I have locked in prices; I am not concerned" was the most popular selection with 35% of the votes.

    The next popular response was "I have locked in prices; I am somewhat concerned" with 32% of the vote. Next was "I have locked in prices; I am extremely concerned" with 19% of the vote.

    The remaining three possible selections trailed the first three responses by quite a large margin.

    "I have not locked in prices; I am extremely concerned" earned 6% of the response, while both "I have not locked in prices; I am not concerned" and "I have not locked in prices; I am somewhat concerned" finished tied with just 4% of the vote each.

    While this may be a narrow selection of farmers, I think it shows that many farmers locked in their spring fertilizer needs early and avoided the recent price spikes in retail fertilizer prices. "I have locked in prices" were the top three responses.

    I also believe it is also somewhat telling the fourth most popular response was "I have not locked in prices; I am extremely concerned." Some very truthful farmers did not lock in prices, and they will pay considerably more for nutrients this spring.

    I appreciate everyone who took the time to answer the poll question on the DTN websites. Look for more fertilizer-related poll questions in the future.

    With retail fertilizer prices moving higher over recent months, all fertilizers are now higher in price from a year ago.

    Potash is now 16% more expensive, 10-34-0 is 28% higher, urea is 31% more expensive, UAN32 35% higher, anhydrous is 39% more expensive, UAN28 is 43% higher, DAP is 51% more expensive and MAP 60% is higher compared to last year.

    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
    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 2021 500 580 379 405
    Feb 22-26 2021 605 661 408 464
    Mar 22-26 2021 616 696 428 499
    Liquid
    Date Range 10-34-0 ANHYD UAN28 UAN32
    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 2021 489 489 220 258
    Feb 22-26 2021 532 544 250 296
    Mar 22-26 2021 599 684 335 376

    www.dtnpf.com/agriculture/web/ag/crop...
  7. forum rang 6 Ruval 1 april 2021 08:58
    quote:

    BultiesBrothers schreef op 1 april 2021 00:28:

    Eergisteren nieuwe investor presentation geweest:
    www.oci.nl/media/1906/oci-nv-investor...

    Ik denk dat Hans Zayed grafisch ontwerper is want dit soort presentaties ziet er altijd strak uit. Verklaart ook waarom hij kennelijk nooit tijd heeft om te reageren op inhoudelijke vragen van beleggers.

    Zonder gekheid: leuke update maar geen nieuws. Eerst waarmaken en dan kan koers omhoog....
7.828 Posts
Pagina: «« 1 ... 63 64 65 66 67 ... 392 »» | Laatste |Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord.

Direct naar Forum

Premium

OCI sluist minstens €3 miljard richting aandeelhouder

Het laatste advies leest u als abonnee van IEX Premium

Inloggen Word Abonnee

Lees verder op het IEX netwerk Let op: Artikelen linken naar andere sites

Gesponsorde links