Aandeel Corbion AEX:CRBN.NL, NL0010583399

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pfaas schreef op 4 maart 2017 07:07:

Total Corbion PLA Formally Starts up Operations

Released: 03/03/2017 09:35:00

Total Corbion PLA has officially launches its operations to produce and market Poly Lactic Acid (PLA) polymers. PLA is a biobased and biodegradable polymer made from annually renewable resources. As announced by parent companies Total and Corbion last November, the new company is a 50/50 joint venture based in the Netherlands.

Total Corbion PLA’s world-class PLA polymerization plant, with a capacity of 75,000 tons per year, is currently under construction at Corbion’s site in Thailand. The plant start-up is planned for the second half of 2018 and will produce a full range of Luminy® PLA neat resins: from standard PLA to specialty, high heat resistant PLA.

Corbion’s existing lactide plant has been transferred into Total Corbion PLA, as well as the existing Corbion bioplastics commercial and technical teams, who will continue to market lactide and PLA resins and support current and future customers.

Stéphane Dion, newly appointed CEO of Total Corbion PLA, stated: “In the fast-growing bioplastics arena, our new company is committed to supplying a versatile and innovative material that is both biobased and biodegradable, bringing added value to customers and contributing to a more sustainable world for ourselves and future generations.”

François de Bie, Total Corbion PLA’s Senior Marketing Director, commented: “The start-up of operations marks an important milestone for PLA, and our commercial and technical teams are delighted to have two strong parent companies supporting the future of bioplastics.”

PLA is a fast-growing polymer market segment with an estimated annual growth rate of 10 to 15% to 2025. Biodegradable and industrially compostable, PLA is one of the first renewable polymers able to compete with existing polymers, combining unique functional properties like transparency, gloss and stiffness. PLA is currently used in a broad range of markets, including food packaging, single-use tableware, textiles, oil and gas, electronics, automotive and 3D printing.

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Bowski schreef op 4 maart 2017 13:25:

[...]
Er is zelfs al een officiële website voor de nieuwe JV Total Corbion PLA: www.total-corbion.com/

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pfaas schreef op 6 maart 2017 07:38:

Aardige cijfers! Leuke dividend verhoging. Omzetgroei wordt weer voorzien in 2017.

De koersontwikkeling zal vooral bepaald worden door de interpretatie van deze passage:

'We expect the portfolio changes initiated over 2016 to have a continued positive effect on our EBITDA margin in Biobased Ingredients. However, as the price of sugar cane, one of our main raw materials, increased over the course of 2016, we anticipate an adverse effect on our EBITDA margin in 2017. On balance we expect some EBITDA margin pressure and our EBITDA excluding one-off items for 2017 to be slightly below that of 2016. The EBITDA margin in Biobased Ingredients is expected to remain firmly above the 18% target level. Volatility in the EBITDA of Biobased Innovations will remain high due to irregular product and sales order patterns and spend phasing of our major innovation initiatives."

De EBITDA Biobased Ingredients in 2016 was 19,8%. We blijven dus wel de suikerprijs volgen....

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Bowski schreef op 4 maart 2017 14:59:

Recyclen van PLA youtu.be/CFv5iLkKx-U

Is dit niet te veel een geidealiseerde situatie? Dit lijkt op simpelweg omsmelten.
Het begint in het filmpje dus met schoonmaken, dat is 'zo gepiept'??? Verwijderen wat je niet bij je PLA wilt hebben. Dat lijkt me niet echt opgelost. Reststoffen die aan het PLA vast zitten, zoals lijm, drukinkt, ... spoel je er niet zo even van af.
Ik zou graag een soort chemische reactietank (of in ieder geval een degelijke oplossing) zien waarin PLA gerecycled wordt, ook als er akelige (voedsel-)reststoffen bij zitten.

Note: Recycled PLA grades are not suitable for food-grade applications.
www.loopla.org/services/rpla.htm

Die bekertjes kan je dus helemaal niet hergebruiken!(voor drankbekers)

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Joop213 schreef op 6 maart 2017 10:30:

Beetje overdreven daling dit

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willemn schreef op 6 maart 2017 10:46:

[...]

lagere omzet
lagere ebitda
veel lager regulier dividend
lagere vooruitzichten

dan valt min 6% nog mee

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willemn schreef op 6 maart 2017 13:17:

enig idee waarom de koers dan 6% in de min staat?
omdat het zo geweldig gaat?