Aandeel OCI AEX:OCI.NL, NL0010558797

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4finance schreef op 22 september 2020 20:45:

OCI, ik heb vandaag de aandelen verkocht en direct Bayer mee aangekocht. Heb toch nog wat winst gemaakt. Hopelijk gaat voor de zittenblijvers nog een mooie koers worden.

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jessebrown schreef op 1 oktober 2020 21:16:

This transaction is expected to result in cash interest savings of more than $23 million per annum. In addition to savings of approximately $9 million from separately refinancing debt at Fertiglobe, OCI has lowered its weighted average cost of gross debt (WACD) by approximately 60 bps to below 4.5%. The Company’s WACD was around 6.0% at the end of 2018.
Besparing op de rente kosten van 23 $ miljoen per jaar is niet gering,ook de crediet waardigheid neemt flink toe, OCI laat zich in een paar dagen tijd meer goed nieuws brengen dan de laatste 18 maanden goed bezig OCI.

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Krentenmenten schreef op 1 oktober 2020 21:27:

[...] behalve de koers....

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jessebrown schreef op 1 oktober 2020 22:31:

[...]Ja dat zal zeker nog meer tijd nodig hebben,vertrouwen komt te voet maar vertrekt te paard.

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wess schreef op 2 oktober 2020 09:50:

www.iex.nl/Premium/Adviezen/506548/OC...

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R0ME0 schreef op 1 oktober 2020 23:40:

32 mio $ rente kosten besparing van deze en die van Fertiglobe die ook deze maand wordt afgerond.

Goed voor de fcf waarmee weer afgelost kan worden.

Het vliegwiel komt langzaam op gang.

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BultiesBrothers schreef op 2 oktober 2020 14:23:

Indian tender brings some cheer to listless urea market

LONDON (ICIS) -- Urea prices are showing signs of stabilising after the much awaited urea import tender in India was announced, two weeks later than expected. -India's RCF issues urea tender -Egypt sells over 100,000 tonnes -Chines Chinese exports to remain high Prices have been under pressure on the delay from Rashtriya Chemicals and Fertilizers Limited (RCF), while no other major import market market has stepped in. If RCF buys around 1.8m tonnes in its 9 October tender like a previous purchase by MMTC it could absorb most of the supply until mid-November. But it is too early to say if this will be a reality. RCF is likely to buy as much urea as available while quantities confirmed by sellers will depend on prices. Current expectations are in the low-$270s/tonne CFR (Cost and Freight) but the market could move either way next week Most expect prices to remain stable or increase as producers get comfortable. It’s hard to be too bearish for the next 30 days or so. There is of course Indian demand and North Africa also got done and sold so producers there are no longer in stress,” said a a trader. The Chinese are on holiday 1-8 October for Golden Week Celebrations but are expected to supply another 1m tonnes if prices are around $260/tonne FOB (Free on Board). All of the Arab Gulf’s spot spot availability is expected to move to India. Similarly for the Black Sea and Indonesia. Egyptian producers are now committed for October after placing over 100,000 tonnes in the low/mid-$250s/tonne FOB. This could limit availability for Latin America, Europe and other south Asian. However, no big rush is expected with Brazilian buyers well stocked. The fate of an Ethiopian tender is still not known after offers were extended. “Brazilians have been the best buyers this year, reactive to prices. They bought way ahead and built inventory when prices were low,” said the trader. There is small demand in Latin and central America, and other south Asian countries. India is still the only big driver for the market, which makes the outlook balanced to stable on pricing for the rest of the year.

Alstu, kost wat knip en plakwerk maar dan heb je ook een artikel beet ;)