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Aandeel OCI AEX:OCI.NL, NL0010558797

  • 24,960 23 apr 2024 17:35
  • +0,160 (+0,65%) Dagrange 24,690 - 25,150
  • 235.353 Gem. (3M) 398,9K

OCI 2017

1.566 Posts
Pagina: «« 1 2 3 4 5 6 ... 79 »» | Laatste | Omlaag ↓
  1. jessebrown 3 februari 2017 21:27
    Here's Why CF Industries Stock Gained 10.7% in January
    An analyst upgrade and rising optimism for fertilizer prices lifted shares.

    Maxx Chatsko (TMFBlacknGold) Feb 3, 2017 at 11:49AM
    Toy workers stacking successively larger piles of coins, symbolizing growth.
    IMAGE SOURCE: GETTY IMAGES.

    What happened
    Shares of nitrogen fertilizer specialist CF Industries (NYSE:CF) jumped nearly 11% last month after analysts cozied up to the stock. In addition, long-beaten-down investors are finally seeing the light for a recovery in agricultural nutrient prices.

    So what
    The stock had a ho-hum start to 2017 until analysts at B of A Merrill Lynch changed their rating from hold to buy on January 20, citing likely improvements in earnings starting this year. The announcement set a target price of $40 per share and lifted CF Industries stock 6% that day.

    CF Chart

    CF DATA BY YCHARTS.

    Shares kept rising, but gave back some of the gains in the last week of January. Still, CF Industries stock trades below $36 per share today -- meaning the new analyst price target represents 12% upside before the hefty 3.3% dividend is factored in.

    Investors are betting that shares will rise even further in the long term as nutrient prices begin to recover. In fact, nearly all major fertilizer producers have signaled that the worst is over and a slow recovery will begin in 2017 and 2018. That could bode well for CF Industries, which, at the very end of December, announced that its final capacity expansion project was completed and operating at commercial production levels.

    The short-term benefits may be debatable, and rapid capacity expansions were admittedly one of the major contributing factors in the recent downturn, but the recent portfolio-wide upgrade and investments will enable some of the lowest-cost production and growth in the company's history. A reduction in capital expenditures related to growth investments in 2017 should also help the stock rise by providing a slight boost to the bottom line.

    Now what
    What happens from here depends on nitrogen fertilizer demand. Leading producers are optimistic that the overall fertilizer market will begin to return to form in the next two years, but volatility is likely, as the supply-demand balance works its way to an equilibrium.
  2. incognitoo 5 februari 2017 17:22

    Het jaar is nog zeer jong, dit jaar moet er logischerwijs 26 à 30 EURO op het bord komen. Een overname is nog altijd sluimerend achter de schermen.
    zoals al vaker gemeld, dit is een no brainer voor rendement te maken.
    Rustig blijven zitten en de kleine correcties doorstaan want de trend is heftig stijgend.
  3. forum rang 10 DeZwarteRidder 11 februari 2017 10:20
    Why CF Industries Could Report Weak Gross Margins in 4Q16
    By Adam Jones | Feb 10, 2017 2:53 pm EST
    Gross margins

    Earlier in this series, we saw that CF Industries (CF) is expected to report a 19% decline in its sales year-over-year in its upcoming 4Q16 earnings. This decline is expected to impact the company’s gross margins in the upcoming quarter.

    Analysts’ estimates

    For 4Q16, analysts expect CF Industries (CF) to report gross income of $140 million. On estimated revenues of $908 million, this gross income figure yields a 15% gross margin, which is significantly lower than the company’s 25% gross margin in 4Q15.

    For the next four quarters, including 4Q16, CF Industries is expected to report gross income of $745 million. With a sales estimate for the next four quarters of ~$4.0 billion, this translates to a gross margin of 18.6%. Once again, this is significantly lower compared to the gross margin of 26.1% seen during the most recent four quarters.
    Why margins could contract

    Weakness in the top line is expected to weigh heavily on CF Industries’s (CF) margins in 4Q16, as the cost of goods is expected to fall only 11.8% compared to a 19% decline in sales. This is likely due to downward pressures on nitrogen fertilizer, which may extend to companies (MOO) (DJIA-INDEX) such as Terra Nitrogen (TNH), PotashCorp (POT), and CVR Partners (UAN).

    However, for the next four quarters, the cost of goods could impact margins negatively. Sales are expected to rise 2% while the cost of goods is expected to rise 7%.

    Next, we’ll discuss the EPS (earnings per share) estimates for CF Industries.
    Part 4
    CF Industries to Announce Its 4Q16 Earnings: What to Expect PART 4 OF 8
    CF Industries Expected to Report Negative Earnings Growth in 4Q16
    By Adam Jones | Feb 10, 2017 2:53 pm EST
    Earnings growth

    CF Industries (CF) has had lackluster earnings growth over the past three years. On an adjusted basis, CF Industries saw an earnings increase of 7% in 2015. CF saw negative earnings in 2013 and 2014. Let’s look at how the company is expected to perform in 4Q16.

    CF Industries Expected to Report Negative Earnings Growth in 4Q16
    4Q16 earnings

    In 4Q16, CF Industries is expected to report earnings per share (or EPS) of -$0.05, a significant fall from its EPS of $0.76 in 4Q15. The situation has not improved, as you can see in the chart above.

    For the next four quarters, Wall Street analysts expect the company to report EPS of $0.36 per share, which is a significant fall from its EPS of $1.62 in the last four quarters—a 78% decline year-over-year.

    PotashCorp’s (POT) earnings fell 71% in 4Q16. CVR Partners (UAN) plans to announce its earnings on February 16, 2017, and it is expected to announce EPS of -$0.04 versus $0.27 a year ago.

    Unlike the above-mentioned companies, Mosaic Company (MOS) doesn’t have any exposure to nitrogen fertilizers. MOS is expected to report EPS of $0.16 versus $0.44 a year ago. These negative earnings growth figures are reflected in the stock performances of these companies (SPY) (SPX-INDEX).

    Next, we’ll discuss analysts’ estimates for capital expenditures for CF Industries. Later in the series, we’ll look at the company’s free cash flow growth.
    Part 5
    CF Industries to Announce Its 4Q16 Earnings: What to Expect PART 5 OF 8
    CF Industries’s Capex Estimates for the Next 4 Quarters
    By Adam Jones | Feb 10, 2017 2:53 pm EST
    Capital expenditures

    Much of the fertilizer industry (MOO) (DJIA-INDEX) is struggling with lower fertilizer prices. Like all prices, fertilizer prices are a function of supply and demand. Demand doesn’t fluctuate much due to the essential requirement of crop nutrients. However, the supply side can go through bumpy cycles.

    Lately, several North American nitrogen producers expanded their capacities while Chinese producers have done the opposite. Let’s look at the analysts’ expectations for CF Industries’s (CF) capital expenditure (or capex) over the next 12 months.

    marketrealist.com/2017/02/cf-industri...
  4. jessebrown 12 februari 2017 10:38
    Met de negatieve verwachtingen van vele analisten voor zowel Potash en CF ind. is
    het des te vreemde dat vrijdag CF met bijna 4% en Potash 1,65%e,stegen die de hele week
    al hoger ging op de NYSE,met de komende week cijfers van deze 2 ,ben ik er niet
    gerust op,na de forse stijging van de laatste 3 mnd voor OCI.
  5. jessebrown 16 februari 2017 08:10
    F Industries posts bigger-than-expected loss

    Reuters ReutersFebruary 16, 2017Comment
    (Adds background, forecast, details)

    Feb 15 (Reuters) - U.S. nitrogen fertilizer producer CF Industries Holdings Inc reported a bigger-than-expected loss, but said it expects prices in North America to improve through the first half of the year.

    The company's shares were down 9 percent in after-market trading on Wednesday.

    Fertilizer prices plunged last year amid declining U.S. farm incomes and excess global supply.

    The average selling price for ammonia fell about 40 percent to $277 per ton in the fourth quarter, while that of urea fell 22 percent to $214 per ton, CF said.

    CF's quarterly loss totaled $320 million, or $1.38 per share, compared with a profit of $27 million, or 11 cents per share, a year earlier.

    Excluding items, the company reported a loss of 39 cents per share. Analysts had expected a smaller loss of 5 cents per share.

    The Deerfield, Illinois-based company's net sales fell 22 percent to $867 million.
  6. jessebrown 16 februari 2017 18:14
    OCI vandaag buiten gewoon sterk na de zeer zwakke cijfers CF.

    MARKET NEWS | Thu Feb 16, 2017 | 10:11am EST
    Fertilizer maker CF Industries welcomes possible US border tax
    Feb 16 U.S.-based CF Industries Holdings Inc , the third-largest global nitrogen fertilizer producer, would welcome a U.S. border tax on imports, as it would mirror conditions the company already faces selling into other markets, Chief Executive Tony Will said on Thursday.

    A House Republican plan would cut corporate income tax to 20 percent from 35 percent, exclude export revenue from taxable income and impose a 20 percent tax on imports. (Reporting by Rod Nickel in Winnipeg, Manitoba)
1.566 Posts
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