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Home  /  Forum  /  OCI  /  OCI dec 2018 -dec 2019

Ontvang nu dagelijks onze kooptips!

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Aandeel OCI AEX:OCI.NL, NL0010558797

  • 24,780 19 apr 2024 17:35
  • -0,140 (-0,56%) Dagrange 24,570 - 25,140
  • 316.096 Gem. (3M) 404,1K

OCI dec 2018 -dec 2019

10.231 Posts
Pagina: «« 1 ... 18 19 20 21 22 ... 512 »» | Laatste | Omlaag ↓
  5. forum rang 4 Dicall69 25 februari 2019 19:05
    quote:

    Dicall69 schreef op 15 februari 2019 10:59:

    Hopelijk zien we maandag 25 februari, nabeurs dat OCI de volgende jaarcijfers bij benadering heeft behaald :

    Omzet van rond de 3,1 miljard en liefst hoger
    Ebitda van 920 miljoen of hoger
    Een positieve nettowinst over heel 2018, hoe klein dan ook
    Cashflow verwacht ik inmiddels boven de 300 miljoen
    Schuldratio tussen de 3 en 4

    Bovenstaand zou betekenen dat men in het vierde kwartaal als volgt heeft gepresteerd :

    Omzet ongeveer 770 miljoen
    Ebitda ongeveer 240 miljoen
    Nettowinst van minimaal 30 miljoen
    Cashflow ongeveer 75 miljoen
    Schuldenratio gedaald van 5,5 beneden 4

    Ben benieuwd, hoe andere forumleden de resultaten over 2018 inschatten, daarbij verwacht ik dat de vooruitzichten/ outlook over 2019 heel goed zullen zijn !!!

    Ben benieuwd,hoe mijn prognose overeind blijft ten opzichte van wat OCI daadwerklijk heeft gepresteerd ???
  7. BASF en BAYER kopen 25 februari 2019 20:20
    HIER ZIJN DE CIJFERS !!!!!!

    OCI N.V. REPORTS 2018 RESULTS
    ===========================

    February 25 2019

    OCI N.V. Q4 2018 Results Report Final vF.pdf

    OCI N.V. Reports Strong Free Cash Flow in Q4 2018
    Highlights:

    Strong free cash flow generation of $305 million and a reduction in net debt of $295 million during the fourth quarter of 2018
    Own-produced volumes sold increased 20% during Q4 2018 compared to Q4 2017 resulting in a record 9.4 million metric tons for the full year 2018
    Revenues increased 47% during Q4 2018 versus Q4 2017 driven by higher volumes and higher selling prices
    Adjusted EBITDA increased 102% to $269 million in Q4 2018 from $133 million in Q4 2017 driven by the higher revenues and higher margins
    Adjusted net income improved to $17 million in Q4 2018 from a loss of $53 million in Q4 2017
    The improvement in leverage metrics continued with a trailing net debt / adjusted EBITDA of 4.4x at 31 December 2018, down from 7.0x at 31 December 2017 and 5.5x at 30 September 2018
    Statement from the Chief Executive Officer – Nassef Sawiris:

    “We ended 2018 with a robust quarter. We more than doubled our Adjusted EBITDA compared to the same quarter a year ago and generated strong free cash flow which delivered a significant reduction of $295 million in net debt during the fourth quarter and excellent progress on our deleveraging priority.

    This growth demonstrates that our previous investments in new capacities are starting to pay off with a solid performance at Iowa Fertilizer Company and the ramp-up and first cash dividend from Natgasoline. We achieved this volume and earnings growth despite a shutdown at Natgasoline during the fourth quarter due to utilities supply issues that have now been resolved, coupled with low water levels in the Rhine which affected despatches of CAN in Europe.

    As a company we view selling forward large quantities of product to wholesalers during the low season at low prices as value destructive, as it creates an unnecessary overhang in the market when distributors become competitors during the peak season. We believe that our approach, combined with our strategic locations, and the strong execution of our operational teams has allowed us to capture the benefits of a rising pricing environment during the third and fourth quarters of 2018, maximize netback prices and outperform the industry in North America.

    Our positioning in the Upper Midwest of the United States is unique and gives us significant freight and logistical advantages. This becomes even more prominent in the spring season, when the availability of river barges and other logistical challenges (such as congestion on the rivers and railroads) become a bottleneck for product that is to be transported into the Midwest originating from New Orleans (NOLA).

    We expect our low-cost operations in the United States to be a key source of growth in 2019. Towards the end of 2018, IFCo reached record production levels of 115% of nameplate capacity as a result of both optimization work and an increase in our permitted production levels as described last quarter. This has resulted in a significant improvement in EBITDA performance at IFCo during the fourth quarter. We expect continued improvement at IFCo in 2019 due to several factors, including consistent production performance, the full effect of the increase in allowable operating rates, and a significant increase in diesel exhaust fluid volumes.

    We also expect our methanol business to grow in 2019 to reach 2.95 million metric tons of proportionate production capacity. Natgasoline will have its first full year of operations, BioMCN’s second line is due to start up this spring and we expect to finalize the c.13% methanol capacity increase at OCI Beaumont this summer.”

    Outlook

    Focus on Nitrogen Products

    Our diversified portfolio of nitrogen products consists of fertilizer, diesel exhaust fluid and melamine:

    Short term, we expect a portion of our sold fertilizer volumes to shift from the first into the second quarter as demand starts picking up in March / April. Our disciplined sales approach will result in some inventory build-up towards the end of the quarter.
    Nitrogen prices have declined at the beginning of 2019 as a result of the impact of a delayed application season and continued exports from Iran, but we expect global demand to materialize through 2019 as seasonal demand kicks in.
    The outlook is especially strong in the US for the second quarter of 2019: in Q4 2018, ammonia application rates were at historically low levels due to inclement weather, which we expect to result in a boost in demand in spring. In addition, the US Department of Agriculture (USDA) recently estimated that an additional 3 million acres of corn will be planted in the US this season which is supportive of nitrogen demand.
    We continue to expect a tightening of the global supply and demand balance with new capacity additions below historical trend demand growth of c.2% per annum and exports from China at low levels.
    Melamine remains a cornerstone of our Dutch operations, enjoying another good performance in 2018 with contract prices on average 8% higher than the year before and a stable performance in the past few quarters. We expect to continue to capture healthy margins for this business.
    The outlook for the diesel exhaust fluid market in the US remains positive and is expected to grow at rates over 15% per annum in the coming years.
    As a result of the recent DEF plant expansion, investment in related infrastructure, and the establishment of the N-7 joint venture, we have already concluded several 2019 contracts totalling more than double the DEF sales volumes achieved in 2018.

  8. BASF en BAYER kopen 25 februari 2019 20:21
    Focus on Methanol

    Fundamentals of methanol markets are unchanged:

    For methanol we also expect limited new major capacity additions in the next 4-5 years relative to expected demand growth rates in the mid-single digits.
    Following some price weakness at the end of 2018 due to the decrease in oil prices and lower utilization rates at MTO facilities in China, prices have rebounded in the past weeks, and markets in Asia have picked up after Chinese New Year.
    Firming oil prices, increasing utilization rates of methanol-to-olefins (MTO) plants and the addition of multiple new MTO facilities in China should be supportive for methanol prices and demand.
    Gas Markets

    Our cost position is looking favourable with a low blended average natural gas cost. We have a mix of long-term contracts with fixed gas prices in Egypt and Algeria, and spot prices in Europe and the Unites States.

    Gas prices have moderated in both Europe and the United States since the levels reached in 2018. We expect to see the full benefit of the lower gas prices from the second quarter onwards as our European winter exposure hedges expire. In the United States, we continue to benefit from the hedges of $2.42 per mmBtu at IFCo for the majority of our gas needs in Q1 and have secured prices below $2.30 per mmBtu for Q2.



    Despite US sanctions, Iran has continued to export significant volumes at heavily discounted prices in recent months, negatively impacting methanol and fertilizer markets. With export volumes of more than 4 million tons each of urea and methanol in 2018, Iran is one of the largest exporters of both these products globally. However, as sanctions are now being fully implemented and export opportunities for the country diminish, Iranian exports are likely to decline in 2019.

    We are well-positioned to benefit from improving end markets through the unique strategic positioning of our assets in key regions, our globally competitive low-cost asset base and best-in-class free cash flow conversion.

    We expect continued growth in EBITDA and improvement of our leverage metrics in 2019. Net interest and capital expenditures are expected to decrease in 2019, which should contribute positively to our cash flows:

    Interest expense of $341 million in 2018 is expected to decrease by $50-70 million in 2019, also benefiting from a 50bps step-down with every half turn in net debt to EBITDA metrics on OCI NV’s bank facilities.
    Capital expenditures are expected to be c.$200-220 million, of which around $150-160 million for maintenance capital expenditure and an estimated $50-60 million for growth, including the capacity expansion at OCI Beaumont.
    We remain committed to our financial policy to prioritise these expected strong free cash flows towards deleveraging to 2x through the cycle.
  9. forum rang 4 Dicall69 25 februari 2019 20:23
    Ongelooflijk sterke prestatie !!!

    OCI N.V. Reports Strong Free Cash Flow in Q4 2018
    Highlights:

    Strong free cash flow generation of $305 million and a reduction in net debt of $295 million during the fourth quarter of 2018
    Own-produced volumes sold increased 20% during Q4 2018 compared to Q4 2017 resulting in a record 9.4 million metric tons for the full year 2018
    Revenues increased 47% during Q4 2018 versus Q4 2017 driven by higher volumes and higher selling prices
    Adjusted EBITDA increased 102% to $269 million in Q4 2018 from $133 million in Q4 2017 driven by the higher revenues and higher margins
    Adjusted net income improved to $17 million in Q4 2018 from a loss of $53 million in Q4 2017
    The improvement in leverage metrics continued with a trailing net debt / adjusted EBITDA of 4.4x at 31 December 2018, down from 7.0x at 31 December 2017 and 5.5x at 30 September 2018

    www.oci.nl/investor-relations/news/20...
  10. forum rang 10 DeZwarteRidder 25 februari 2019 20:26
    Focus on Methanol

    Fundamentals of methanol markets are unchanged:

    For methanol we also expect limited new major capacity additions in the next 4-5 years relative to expected demand growth rates in the mid-single digits.
    Following some price weakness at the end of 2018 due to the decrease in oil prices and lower utilization rates at MTO facilities in China, prices have rebounded in the past weeks, and markets in Asia have picked up after Chinese New Year.
    Firming oil prices, increasing utilization rates of methanol-to-olefins (MTO) plants and the addition of multiple new MTO facilities in China should be supportive for methanol prices and demand.

    Gas Markets

    Our cost position is looking favourable with a low blended average natural gas cost. We have a mix of long-term contracts with fixed gas prices in Egypt and Algeria, and spot prices in Europe and the Unites States.

    Gas prices have moderated in both Europe and the United States since the levels reached in 2018. We expect to see the full benefit of the lower gas prices from the second quarter onwards as our European winter exposure hedges expire. In the United States, we continue to benefit from the hedges of $2.42 per mmBtu at IFCo for the majority of our gas needs in Q1 and have secured prices below $2.30 per mmBtu for Q2.



    Despite US sanctions, Iran has continued to export significant volumes at heavily discounted prices in recent months, negatively impacting methanol and fertilizer markets. With export volumes of more than 4 million tons each of urea and methanol in 2018, Iran is one of the largest exporters of both these products globally. However, as sanctions are now being fully implemented and export opportunities for the country diminish, Iranian exports are likely to decline in 2019.

    We are well-positioned to benefit from improving end markets through the unique strategic positioning of our assets in key regions, our globally competitive low-cost asset base and best-in-class free cash flow conversion.

    We expect continued growth in EBITDA and improvement of our leverage metrics in 2019. Net interest and capital expenditures are expected to decrease in 2019, which should contribute positively to our cash flows:

    Interest expense of $341 million in 2018 is expected to decrease by $50-70 million in 2019, also benefiting from a 50bps step-down with every half turn in net debt to EBITDA metrics on OCI NV’s bank facilities.
    Capital expenditures are expected to be c.$200-220 million, of which around $150-160 million for maintenance capital expenditure and an estimated $50-60 million for growth, including the capacity expansion at OCI Beaumont.

    We remain committed to our financial policy to prioritise these expected strong free cash flows towards deleveraging to 2x through the cycle.
  19. forum rang 4 Dicall69 25 februari 2019 20:42
    quote:

    Onderbouwer schreef op 25 februari 2019 20:27:

    Ik werd hier uitgelachen met mn cashflow prognoses!!! En jahoor er nog overheen zelfs!

    Volgend jaar gewoon minimaal 1 miljard vrije kasstroom!

    Morgen dikke FREEZE
    ...

    En Badeend heeft iex dan geen gelijk?
    Ik was al blij met een cashflow van mee dan 300 miljoen voor heel 2018 en hun verdubbelen dat nog eens ruim in het afgelopen 4de kwartaal, gewoon ongekende resultaten waar een verdubbeling van de koers op termijn bij hoort !!!
10.231 Posts
Pagina: «« 1 ... 18 19 20 21 22 ... 512 »» | Laatste |Omhoog ↑

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OCI Nieuws

  1. 08 apr OCI levert klimaatvriendelijke ammoniak aan Compo Expert 3
  2. 14 feb FT: Sawiris overweegt OCI verder op te breken 3
  3. 14 feb Update: OCI keert minimaal 3 miljard dollar uit 7
  4. 14 feb Beursblik: Degroof verhoogt koersdoel OCI
  5. 14 feb 'Resultaat OCI schiet tekort' 1
  6. 13 feb Chippers en Amerikaanse inflatie bezorgen de AEX een flinke kater
  7. 13 feb JPMorgan verhoogt koersdoel OCI
  8. 07 feb Jefferies verhoogt koersdoel OCI fors
  9. 02 feb Berenberg zet OCI op de kooplijst 2
  10. 23 jan ING verhoogt koersdoel OCI

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