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Aandeel OCI AEX:OCI.NL, NL0010558797

Laatste koers (eur) Verschil Volume
26,380   +0,420   (+1,62%) Dagrange 25,940 - 26,400 70.610   Gem. (3M) 417,5K

OCI - 2021

7.828 Posts
Pagina: «« 1 ... 9 10 11 12 13 ... 392 »» | Laatste | Omlaag ↓
  1. [verwijderd] 12 januari 2021 19:02
    Hedge fondsen worden steeds positiever voor de sector,verwachten rotatie -UIT TECH-naar DOW aandelen zeker deze sector door fors gestegen landbouw producten zullen Fertilizers ook verder stijgen.
    Nutrien Stock
    Agricultural products firm Nutrien was heavily discussed by U.S. Investing Champion and longtime CAN SLIM expert David Ryan on a recent episode of IBD Live.

    St. Clair explained that one of the appeals of Nutrien stock has been its steady growth. Since hitting a low of 23.85 in March 2020, shares of Nutrien have climbed 116%. Nutrien stock has consistently found support at the 50-day line since last August and is now less than 1% below its 52-week high.

    St. Clair added that Nutrien's previous run in the mid-2000s illustrates the stock is capable of producing huge returns.

    "Looking at a monthly chart, the one key and I think the big take-away is that this has done it before," said St. Clair. "So it's possible that it could do it again."
  2. [verwijderd] 12 januari 2021 19:13
    Intrepid provides potash, Trio and 2021 update
    Published by Pippa Luck, Editorial Assistant
    World Fertilizer, Thursday, 07 January 2021 09:00

    Intrepid Potash Inc. have announced the following updates on its potash and Trio® pricing and its 2021 outlook.

    Potash price into agricultural markets has increased by US$90/t, or 31%, above 2020 summer-fill pricing after a US$40/t increase announced in December. Current potash price into agricultural markets is US$65/t above the January 2020 winter-fill price.

    Trio® price into agricultural markets has increased by US$60/t, or 27%, above 2020 summer-fill pricing after a US$20/t increase in December. Current Trio® price into agricultural markets is US$50/t above the January 2020 winter-fill price.

    Oilfield outlook continues to improve in the Northern Delaware Basin driven by an increase in drilling and fracking activity. Intrepid currently forecasts 1Q21 and full year 2021 water volumes in excess of same time last year in the Intrepid and NGL Energy Partners (NGL) three-ranch area of mutual interest (AMI). Current indications from operators for water needs during the calendar year 2021 are in excess of the total water available for sale under Intrepid and NGL’s joint marketing agreement affording Intrepid the opportunity to exploit optionality in its water portfolio.

    “Good weather and compelling fertilizer economics have spurred strong early season demand for potash and Trio® in our domestic markets”, said Bob Jornayvaz, Intrepid's Executive Chairman, President, and CEO. “A strong agricultural commodity environment across a wide range of crops that includes corn, soybeans, wheat, cotton, coffee and sugar, combined with a reduced potash supply has driven the improvements in the fertilizer market in recent weeks. After announcing the price increases in December, we quickly filled the rest of our Q121 order book before the higher price took effect and expect the benefits of higher pricing will be seen in the second quarter of next year. We continue to see good value across the fertilizer supply chain and have already sold select spot t at the higher price levels.”

    Jornayvaz continued: “We see strong growth in our oilfield business as operators on the Intrepid South Ranch and AMI have aggressively increased development plans, resulting in significant water requirements for 2021. Due to the amount of water needed for multi-stage fracs, we expect to exploit the inherent optionality in our water book, narrowing our focus to the best margin opportunities as the year progresses. We are also opportunistically evaluating the purchase of additional water to meet the demand of large-scale fracs and to serve customers beyond our currently available water rights. Infrastructure improvements have lowered our cost/bbl of water transfers compared to last year and position us well for the coming year.”

    “We remain intensely focused on executing in all phases of the business, particularly on cost and recovery improvements at our mine sites. We managed well through 2020 and the disruption caused by the COVID-19 pandemic and are glad to begin 2021 with a lot of positive news as COVID vaccines start to be administered across the country. As we head into 2021, we still see significant growth potential in the areas we operate and look forward to capitalising on those opportunities in the months ahead.”
  3. [verwijderd] 12 januari 2021 20:24
    Protectionist measures in grain markets add to global supply concerns
    TAGS: TRADE WHEAT
    iStock/Getty Imagescombine harvesting a wheat field
    Egypt cancels a tender to buy wheat; Russia plans to enact grain-export quota in February.
    Bloomberg | Jan 12, 2021

    By Megan Durisin, Yuliya Fedorinova and Abdel Latif Wahba

    The threat of Russia tightening wheat-export restrictions to safeguard its food supplies is spooking traders, prompting Egypt to take the rare step of canceling a tender to buy the grain.

    Russia said it will this week discuss whether to adjust an export tax planned for next month amid concerns the measure hasn’t done enough to keep high domestic prices in check. Egypt, its top customer, drew offers from the fewest companies since June at high prices. That prompted the tender to be scrapped.

    The dearth of participants highlights how protectionist measures in grain markets are adding to concerns about tighter global supply. Benchmark wheat, corn and soy futures are near six-year highs as adverse weather threatens crops, and major grain suppliers including Russia and Argentina are seeking to curb shipments to quell local food-price inflation.

    “Traders will play on the defensive, given that the increase in the Russian export tax might change the price of the wheat they’ll have to transport and export out of Russia,” said Carlos Mera, senior analyst at Rabobank. “I would expect any increasing tax would result in lower exports going forward.”

    Egypt buys most of its wheat from Russia, the world’s top exporter. It received only one offer of Russian grain on Tuesday, which was well above prices for Romanian and French supplies, according to traders who asked not to be identified. In the last tender in mid-December, 10 companies offered wheat. Egypt has canceled tenders just a handful of times in recent years.

    Russia has a history of disrupting the wheat market by implementing restrictions or duties. Egypt’s tender was the first to seek supplies after Feb. 15, when the Black Sea nation plans to enact a grain-export quota and 25 euro ($30) a ton tax on wheat exports.

    A custom and tariff sub-commission will meet this week to discuss whether to adjust the duty. The nation’s grain-export union said the measures have been nearly fully absorbed by international markets and the country “has no choice” but to consider raising the tax.

    “It’s too early to say how high that will be,” Eduard Zernin, head of Russia’s grain-export union, said on Monday. Interfax reported a grain-market source as saying a tax of 50 euros a ton was being considered.

    Protectionist measures
    Argentina on Monday called off a temporary ban on corn shipments and instead will opt for a daily sales cap until the coming harvest in March to protect local supplies. However, farmers riled by the original suspension pushed ahead with a three-day trade strike.

    Chicago wheat futures rose as much as 2.4%, while prices reached a seven-year high in Paris. Traders are also keeping an eye on the U.S. government’s closely watched monthly crop report due later Tuesday, which is expected to show a smaller forecast for world stockpiles.

    “You’ve got weather stories, and when on top of that you’ve got politics, you’ve got a perfect storm,” said Benjamin Bodart, a grains analyst at Agritel, a unit of Argus Media. “We were expecting some kind of reduction in demand, but it hasn’t really materialized as of yet. The big importers are trying to secure more food.”
  4. [verwijderd] 12 januari 2021 20:38
    Na vele jaren van teleurstellingen en verkeerde timing met OCI,krijg ik steeds meer het gevoel,onderbouwd door hogere afzetprijzen en zeer goede vooruitzichten voor de boeren,dat dit jaar een topjaar gaat worden,mijn opti,s maart doorgerold naar juni verwacht ik voor de komende kwartalen
    zeer goede resultaten,mede doordat de OCI na jaren van investeren het oogsten nu voor de deur staat.
  5. forum rang 6 Ruval 12 januari 2021 20:45
    quote:

    jessebrown schreef op 12 januari 2021 20:38:

    Na vele jaren van teleurstellingen en verkeerde timing met OCI,krijg ik steeds meer het gevoel,onderbouwd door hogere afzetprijzen en zeer goede vooruitzichten voor de boeren,dat dit jaar een topjaar gaat worden,mijn opti,s maart doorgerold naar juni verwacht ik voor de komende kwartalen
    zeer goede resultaten,mede doordat de OCI na jaren van investeren het oogsten nu voor de deur staat.
    Verwacht ik ook. Koers even op adem komen na sterke stijging vorige week.

    Bij de kwartaalcijfers krijgen we wat meer gevoel en beter inzicht welk effect de hogere prijzen hebben op winst en cashflow. Aangevuld met hopelijk meer richting qua verkoop Methanol kan koers duidelijk hogere richting kiezen.
  6. [verwijderd] 12 januari 2021 20:51
    Dit gaat dan wel over Potash,maar de gehele fertilizers sector krijgt door dit bericht een boost.
    Deze gigant is zeer postief voor de komende kwartalen.

    Home › News › Canpotex Fully Committed on Potash Sales Through Q1 2021
    Canpotex Fully Committed on Potash Sales Through Q1 2021
    Subscribe to News
    NEWS
    January 12, 2021
    Due to continued strong demand for potash in key offshore markets, Canpotex is fully committed on volumes for potash sales through Q1 2021. This strong demand continues to be supported by solid fundamentals for several major agricultural commodities in numerous growing regions. The fully committed position through Q1 2021 exists without new contract settlements in China or India. The focus on food security continues in a number of Canpotex’s offshore markets.
  7. [verwijderd] 12 januari 2021 21:25
    Nog eentje dan,met de nieuwe president in de VS Jo-Biden,deze Jo een groot voorstander van Clean energie zal dit voor de grote producenten van Amonia op termijn een enorm nieuw verdien model worden voor de Nitro-producenten,YARA en CF investeren al fors voor de overgang maar ook OCI is er mee begonnen. CF vandaag ook zojuist +6%.
    CF Industries Joins Hydrogen Council to Further Commitment to Clean Energy Economy
  8. forum rang 4 eduardo3105 12 januari 2021 22:52
    quote:

    jessebrown schreef op 12 januari 2021 21:25:

    Nog eentje dan,met de nieuwe president in de VS Jo-Biden,deze Jo een groot voorstander van Clean energie zal dit voor de grote producenten van Amonia op termijn een enorm nieuw verdien model worden voor de Nitro-producenten,YARA en CF investeren al fors voor de overgang maar ook OCI is er mee begonnen. CF vandaag ook zojuist +6%.
    CF Industries Joins Hydrogen Council to Further Commitment to Clean Energy Economy

    bedankt weer voor je bijdrage Jesse
7.828 Posts
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