Ontvang nu dagelijks onze kooptips!
word abonnee
sluiten ✕
Terug naar discussie overzicht
Had toch iets meer verwacht na de advies verhogingen van gisteren.
Tja, gehoopt, wellicht, maar het is niet een verhoging met een nieuw hoogste koersdoel.
Had niets verwacht, mooie daghandel voor algp's.
Hmm. September opties dalen behoorlijk. Kennelijk doordat er aan de Implied Volatility wordt gesleuteld. Weinig verwachting tot september in de markt.
Opzich goed nieuws voor de CAN prijzen voor OCI Nitrogen in Geleen LONDON (ICIS--The Turkish government has ordered fertilizers producer Bagfas Bandirma Gubre Fabrikalari AS (Bagfas) to halt production on 1 August. The government imposed the shutdown in relation to environmental permits for waste release from Bagfas' factory, sources said. Bagfas has reportedly said it would challenge the enforced shutdown. The producer had not responded to a request for comment at the time of writing. A contract partner with Bagfas said: “Bagfas is optimistic to settle the problem. They are thinking of confirming the next [ammonia] vessel.” Located on the south coast of the Sea of Marmara, the fertilizer major imports and exports a range of fertilizers and acids, including sulphuric and phosphoric acids, triple phosphate (TAP), diammonium phosphate (DAP), NPKs, crystal ammonium sulphate (AS) and calcium ammonium nitrate(CAN). It also provides the Turkish market with a range of fertilizers.A large percentage of CAN from Turkey is exported to northwest Europe, which could be a problem if the Turkish producer is forced to halt production. “If Bagfas manage to sort this problem out, then fine; otherwise [named trader] will be in serious trouble,” commented a major distributor of CAN. The Sea of Marmara has seen a surge of mucilage, also known as “sea snot”, which is detrimental to the fishing community, sea life, and tourism. The “sea snot” is caused by rising seawater temperatures due to global warming and pollution in stagnant waters.
CF daalt hard. Geen idee wat de achterliggende reden hiervan is. Iemand een idee?
BultiesBrothers schreef op 17 juni 2021 16:11 :
CF daalt hard. Geen idee wat de achterliggende reden hiervan is. Iemand een idee?
Die breekt ook bodems, in een week -10%. Vanuit dat perspectief doen we het weer goed.
Tzal allemaal wel komen door de rente verhoging van de FED die pas vanaf 2023 ingaat.
Appel72 schreef op 16 juni 2021 22:17 :
Kon het laten vanmiddag wat Turbos long 22.10 gekocht.
Wel redelijk dicht bij huidige koers maar ik heb vertrouwen dat we boven 22.10 blijven. Zeker na de aanbevelingen van vandaag.
Langs de afgrond bloeien .........
Appel72 schreef op 16 juni 2021 22:17 :
Kon het laten vanmiddag wat Turbos long 22.10 gekocht.
Wel redelijk dicht bij huidige koers maar ik heb vertrouwen dat we boven 22.10 blijven. Zeker na de aanbevelingen van vandaag.
Helaas ben ze kwijt Had dit niet verwacht, ik was iets te positief na al de advies verhogingen van gisteren. Wacht nu eerst de optie expiratie af morgen voordat ik nieuwe positie inneem.
Appel72 schreef op 17 juni 2021 17:29 :
[...]
Helaas ben ze kwijt
Had dit niet verwacht, ik was iets te positief na al de advies verhogingen van gisteren. Wacht nu eerst de optie expiratie af morgen voordat ik nieuwe positie inneem.
Jammer man.. maar wel risico vol om zo dichtbij te gaan zitten. We zullen morgen zien of we onder de 22 gaan zitten vanwege optie expiratie. Ben wel klaar met dit aandeel als alles op deze manier moet, haha... Leuk zo'n koersdoel verhoging, maar weinig effectief. Frustrerend.
twitter.com/JLinvilleFert/status/1405... Grains are down hard today which is causing forward #fertilizer price ideas to drop as well. November #DAP just traded $17.50 from yesterday settle. Q3 #urea just traded x3 at approximately $5 lower Might be a blip...might not
Global demand sparks urea price spike Gregor HeardGregor Heard @grheard 16 Jun 2021, 3:30 p.m. News Urea prices have risen on the back of strong international demand and higher freight costs. Urea prices have risen on the back of strong international demand and higher freight costs. Aa AUSTRALIAN farmers will have to contend with a rise in nitrogen fertiliser costs with urea prices set to rise to in excess of $A700 a tonne with strong international demand sending prices up by up to $65/t in the past month. Rabobank senior agricultural analyst Wes Lefroy said there had been a strong appreciation in urea values globally as croppers globally sought to boost yields to take advantage of high grain prices on offer. In particular he said Indian farmers had been on the hunt for product in recent weeks following good monsoon rains, while farmers in North America are also buying up. Domestically, he said NSW and WA farmers, where there has been a fantastic start to the season, were looking at big nitrogen programs, while demand is more subdued in Victoria and South Australia where it remains on the dry side in many regions. Mr Lefroy said global prices had also risen on the back of higher freight costs. "Across all commodities there have been issues getting ships, with less new ships hitting the water and this is also contributing to the price rise." However, in some good news for growers Mr Lefroy said it was anticipated there would be sufficient nitrogen reserves for the winter top dressing period. "There looks to be reasonable supplies for now, further ahead it is hard to anticipate given demand may change," he said. Andrew Chivell, Australian Fertiliser Services Association chairman, said the market was watching how long the spike in demand continued. "People who got in pre-orders and have supply either at home or on the water have got the best of the prices with the rises going to have an impact on any new shipments," he said. Mr Chivell, based in Cobden, in Victoria's south-west, said there was a good supply of urea in Australia or on the water. "I don't think we'll have a huge exposure to the higher prices, but it could have an impact on those who decide they want to put some more out in the spring," Mr Chivell said. He said freight costs had risen substantially, from around $45/t to $73/t in the past year, but paid tribute to the supply chain for the lack of disruptions during the uncertainty of COVID-19. "It has worked well and what we are hear from our customers is while they don't like seeing the price go up it is having the supply when they need it that they most value," he said. "From the perspective of the fertiliser businesses the importers have done a great job, it has been seamless getting supplies which was a concern when COVID first hit." Mr Chivell said with high grain and livestock prices farmers had said they were still getting bang for their buck with nitrogen applications. "Especially in the areas where they have taken off a lot of grain in recent years the nitrogen levels will be down so there's likely to be a response from nitrogen application." Brett Hosking, Grain Growers chairman, said while farmers did not like seeing input cost rises, high commodity prices meant the cost increase could be absorbed. "We'd love to see urea cheaper, the same as all your inputs, but we understand it is a supply and demand equation," Mr Hosking said. "Those that have been organised and put in forward orders have been able to lock in lower prices so that shows the advantages of being prepared." Mr Hosking said while the price rise was frustrating, the security of supply was the more important factor. "We need to have the product when we need it and there does not seem to be a problem on that front which is good news." Mr Hosking said it was difficult to estimate urea needs for the rest of the season. "It is one of the short-falls of the industry that we can't accurately predict what we'll need in the coming months and highlights the need for more work on accurate seasonal weather forecasting." "In the shorter term outlook having greater confidence in rainfall predictions means people are more likely to put out urea and not worry about it being lost due to the rain front not eventuating." The story Urea prices climb steeply first appeared on Farm Online.
BultiesBrothers schreef op 17 juni 2021 20:44 :
www.investing.com/commodities/us-corn Daling vanwege dit denk ik
Zou goed kunnen, Bultie, al wordt er geen commentaar of reden gegeven waarom CORN opeens daalt. Is de markt/beurs nu zo zenuwachtig, dat als Corn opeens zakt, meteen bedrijven als CF en OCI klop krijgen? Alsof Corn het enige eindproduct is waarvan OCI afhankelijk is om grondstof van te leveren. Ik heb niet het idee dat allerlei fertilizerproducten opeens in elkaar klappen.
Some Commodities Have Now Wiped Out All of Their 2021 Gains 1 / 2 Some Commodities Have Now Wiped Out All of Their 2021 Gains Yvonne Yue Li and Marvin G. Perez Thu, June 17, 2021, 11:32 PM (Bloomberg) -- For all the talk of a commodities boom, some markets have now wiped out gains for the year and several more are close to doing so. Soybean futures have erased their 2021 advance, sliding more than 20% from an eight-year high reached in May. Corn and wheat have also tumbled from multiyear highs. The Bloomberg Grains Spot Subindex slid the most since 2009 on Thursday. Other commodities that saw big rallies evaporate include platinum, while once-surging nickel, sugar and even lumber have faltered. The fact that some commodities markets are falling while others -- including crude oil and tin -- are holding gains underscores how unevenly the complex is responding to economies reopening and expanding once again. While those materials have climbed on strong demand fundamentals, others face their own unique headwinds, such as an easing supply worries in soybeans and monetary policy uncertainty in the case of gold and silver. Some materials also took a hit this week on China’s efforts to slow inflation and Federal Reserve signals for interest-rate increases, with the dollar rising and the Bloomberg Commodity Index set for its worst week since the start of the pandemic. “Risk-off is front and center thanks to the hawkish words from the Fed, which came on the back of the Chinese government-led directives over prior weeks,” said Michael Cuoco, head of hedge-fund sales for metals and bulk materials at StoneX Group. “Central-bank stimulus helped the markets gather steam in the spring of 2020, and now there is a bit of a macro reset.” Even some of the markets that are clearly benefiting from the reopening are seeing a pullback, with copper heading for its worst week in more than a year. The cool-down in many raw materials comes after the Bloomberg commodity gauge reached multiyear highs. Analysts including those at Trafigura Group have said tight supplies and rampant demand point to the possibility of another supercycle -- an extended period during which prices are well above their long-term trend. A gauge of the dollar extended gains on Thursday after climbing the most in a year on Wednesday, making commodities less appealing to investors holding other currencies. A big backwardation in many commodities and seasonality accounts for some of the recent slump as futures contracts roll over. China has stepped up its campaign to rein in prices and reduce speculation in a bid to ease the threat to its economy from soaring raw-materials costs. The country’s top economic planner on Thursday reaffirmed its intention to cool commodities, and said it will release metals from state reserves in a timely manner to push prices back to a normal range. Also hurting prices of many agricultural products has been improving weather in growing regions. Recent beneficial rains have corn futures on track for the steepest monthly decline since 2011 and for soybeans since 2016. Getting Whiplash “The volatility we are seeing now is all about weather,” Stephen Nicholson, a senior analyst for grains and oilseeds at Rabobank, said in a phone interview on Thursday. “Over the last few weeks you just get whiplash from day to day.” The slump in many resource prices deepened this week after Fed officials sped up their expected pace of policy tightening, fueling worries that the U.S. central bank would soon pare stimulus that’s helped spur stellar gains in metals, agriculture and energy. Still, energy and industrial metals, which have gained from bets that reopening economies will stoke demand, are still well above where they started the year, and some analysts say the rally is unlikely to fade significantly. “We believe we are in the early innings of a decade long strong cycle in commodities, similar to the cycle that took place from the late 90’s through 2008,” said Jason Bloom, global market strategist for Invesco, which oversees $1.4 trillion assets for clients. “The supply constraints are relatively insulated from the language of the Fed in a given meeting. China can push around prices in the short-term by releasing reserves, but they don’t control markets.” (Updates with Bloomberg grains subindex drop in second paragraph)
De z.g.n. supercycle en de enorme verwachtingen voor de sector met zeer hoge afzetprijzen lijken alweer voorbij te zijn ,waar OCI in 2019 nog piekte op 28 euro op lagere Urea prijzen dan nu en het bedrijf er nog nooit zo goed voorgestaan heeft,is de markt niet bereid om voor het aandeel een prijs te betalen die in het verleden er wel voor betaald werd,alle mooie verwachtingen en verhoogde koersdoelen van de zakenbanken ten spijt de markt geloofd het niet,enigste voordeel voor OCI is de stijgende US dollar,in vergelijk met de sector uit de US.
De daling vandaag lijkt niet in perspectief te staan met een milde daling, hooguit 5 dollar en merendeel a 2 dollar, op de future markten.
Spurring prices | Tight supplies, especially potash, and high corn prices continue to keep a hot fertilizer market surging. Another Indian urea tender was called as available supply from China dwindles, Bloomberg Intelligence says. Heavy demand in India and Brazil for all major products remains a guiding factor as consumption shifts to the Southern Hemisphere. Blomberg vandaag over urea
Aantal posts per pagina:
20
50
100
Direct naar Forum
-- Selecteer een forum --
Koffiekamer
Belastingzaken
Beleggingsfondsen
Beursspel
BioPharma
Daytraders
Garantieproducten
Opties
Technische Analyse
Technische Analyse Software
Vastgoed
Warrants
10 van Tak
4Energy Invest
Aalberts
AB InBev
Abionyx Pharma
Ablynx
ABN AMRO
ABO-Group
Acacia Pharma
Accell Group
Accentis
Accsys Technologies
ACCSYS TECHNOLOGIES PLC
Ackermans & van Haaren
ADMA Biologics
Adomos
AdUX
Adyen
Aedifica
Aegon
AFC Ajax
Affimed NV
ageas
Agfa-Gevaert
Ahold
Air France - KLM
Airspray
Akka Technologies
AkzoNobel
Alfen
Allfunds Group
Allfunds Group
Almunda Professionals (vh Novisource)
Alpha Pro Tech
Alphabet Inc.
Altice
Alumexx ((Voorheen Phelix (voorheen Inverko))
AM
Amarin Corporation
Amerikaanse aandelen
AMG
AMS
Amsterdam Commodities
AMT Holding
Anavex Life Sciences Corp
Antonov
Aperam
Apollo Alternative Assets
Apple
Arcadis
Arcelor Mittal
Archos
Arcona Property Fund
arGEN-X
Aroundtown SA
Arrowhead Research
Ascencio
ASIT biotech
ASMI
ASML
ASR Nederland
ATAI Life Sciences
Atenor Group
Athlon Group
Atrium European Real Estate
Auplata
Avantium
Axsome Therapeutics
Azelis Group
Azerion
B&S Group
Baan
Ballast Nedam
BALTA GROUP N.V.
BAM Groep
Banco de Sabadell
Banimmo A
Barco
Barrick Gold
BASF SE
Basic-Fit
Basilix
Batenburg Beheer
BE Semiconductor
Beaulieulaan
Befimmo
Bekaert
Belgische aandelen
Beluga
Beter Bed
Bever
Binck
Biocartis
Biophytis
Biosynex
Biotalys
Bitcoin en andere cryptocurrencies
bluebird bio
Blydenstijn-Willink
BMW
BNP Paribas S.A.
Boeing Company
Bols (Lucas Bols N.V.)
Bone Therapeutics
Borr Drilling
Boskalis
BP PLC
bpost
Brand Funding
Brederode
Brill
Bristol-Myers Squibb
Brunel
C/Tac
Campine
Canadese aandelen
Care Property Invest
Carmila
Carrefour
Cate, ten
CECONOMY
Celyad
CFD's
CFE
CGG
Chinese aandelen
Cibox Interactive
Citygroup
Claranova
CM.com
Co.Br.Ha.
Coca-Cola European Partners
Cofinimmo
Cognosec
Colruyt
Commerzbank
Compagnie des Alpes
Compagnie du Bois Sauvage
Connect Group
Continental AG
Corbion
Core Labs
Corporate Express
Corus
Crescent (voorheen Option)
Crown van Gelder
Crucell
CTP
Curetis
CV-meter
Cyber Security 1 AB
Cybergun
D'Ieteren
D.E Master Blenders 1753
Deceuninck
Delta Lloyd
DEME
Deutsche Cannabis
DEUTSCHE POST AG
Dexia
DGB Group
DIA
Diegem Kennedy
Distri-Land Certificate
DNC
Dockwise
DPA Flex Group
Draka Holding
DSC2
DSM
Duitse aandelen
Dutch Star Companies ONE
Duurzaam Beleggen
DVRG
Ease2pay
Ebusco
Eckert-Ziegler
Econocom Group
Econosto
Edelmetalen
Ekopak
Elastic N.V.
Elia
Endemol
Energie
Energiekontor
Engie
Envipco
Erasmus Beursspel
Eriks
Esperite (voorheen Cryo Save)
EUR/USD
Eurobio
Eurocastle
Eurocommercial Properties
Euronav
Euronext
Euronext
Euronext.liffe Optiecompetitie
Europcar Mobility Group
Europlasma
EVC
EVS Broadcast Equipment
Exact
Exmar
Exor
Facebook
Fagron
Fastned
Fingerprint Cards AB
First Solar Inc
FlatexDeGiro
Floridienne
Flow Traders
Fluxys Belgium D
FNG (voorheen DICO International)
Fondsmanager Gezocht
ForFarmers
Fountain
Frans Maas
Franse aandelen
FuelCell Energy
Fugro
Futures
FX, Forex, foreign exchange market, valutamarkt
Galapagos
Gamma
Gaussin
GBL
Gemalto
General Electric
Genfit
Genmab
GeoJunxion
Getronics
Gilead Sciences
Gimv
Global Graphics
Goud
GrandVision
Great Panther Mining
Greenyard
Grolsch
Grondstoffen
Grontmij
Guru
Hagemeyer
HAL
Hamon Groep
Hedge funds: Haaien of helden?
Heijmans
Heineken
Hello Fresh
HES Beheer
Hitt
Holland Colours
Homburg Invest
Home Invest Belgium
Hoop Effektenbank, v.d.
Hunter Douglas
Hydratec Industries (v/h Nyloplast)
HyGear (NPEX effectenbeurs)
HYLORIS
Hypotheken
IBA
ICT Automatisering
Iep Invest (voorheen Punch International)
Ierse aandelen
IEX Group
IEX.nl Sparen
IMCD
Immo Moury
Immobel
Imtech
ING Groep
Innoconcepts
InPost
Insmed Incorporated (INSM)
IntegraGen
Intel
Intertrust
Intervest Offices & Warehouses
Intrasense
InVivo Therapeutics Holdings Corp (NVIV)
Isotis
JDE PEET'S
Jensen-Group
Jetix Europe
Johnson & Johnson
Just Eat Takeaway
Kardan
Kas Bank
KBC Ancora
KBC Groep
Kendrion
Keyware Technologies
Kiadis Pharma
Kinepolis Group
KKO International
Klépierre
KPN
KPNQwest
KUKA AG
La Jolla Pharmaceutical
Lavide Holding (voorheen Qurius)
LBC
LBI International
Leasinvest
Logica
Lotus Bakeries
Macintosh Retail Group
Majorel
Marel
Mastrad
Materialise NV
McGregor
MDxHealth
Mediq
Melexis
Merus Labs International
Merus NV
Microsoft
Miko
Mithra Pharmaceuticals
Montea
Moolen, van der
Mopoli
Morefield Group
Mota-Engil Africa
MotorK
Moury Construct
MTY Holdings (voorheen Alanheri)
Nationale Bank van België
Nationale Nederlanden
NBZ
Nedap
Nedfield
Nedschroef
Nedsense Enterpr
Nel ASA
Neoen SA
Neopost
Neovacs
NEPI Rockcastle
Netflix
New Sources Energy
Neways Electronics
NewTree
NexTech AR Solutions
NIBC
Nieuwe Steen Investments
Nintendo
Nokia
Nokia OYJ
Nokia Oyj
Novacyt
NOVO-NORDISK AS
NPEX
NR21
Numico
Nutreco
Nvidia
NWE Nederlandse AM Hypotheek Bank
NX Filtration
NXP Semiconductors NV
Nyrstar
Nyxoah
Océ
OCI
Octoplus
Oil States International
Onconova Therapeutics
Ontex
Onward Medical
Onxeo SA
OpenTV
OpGen
Opinies - Tilburg Trading Club
Opportunty Investment Management
Orange Belgium
Oranjewoud
Ordina Beheer
Oud ForFarmers
Oxurion (vh ThromboGenics)
P&O Nedlloyd
PAVmed
Payton Planar Magnetics
Perpetuals, Steepeners
Pershing Square Holdings Ltd
Personalized Nursing Services
Pfizer
Pharco
Pharming
Pharnext
Philips
Picanol
Pieris Pharmaceuticals
Plug Power
Politiek
Porceleyne Fles
Portugese aandelen
PostNL
Priority Telecom
Prologis Euro Prop
ProQR Therapeutics
PROSIEBENSAT.1 MEDIA SE
Prosus
Proximus
Qrf
Qualcomm
Quest For Growth
Rabobank Certificaat
Randstad
Range Beleggen
Recticel
Reed Elsevier
Reesink
Refresco Gerber
Reibel
Relief therapeutics
Renewi
Rente en valuta
Resilux
Retail Estates
RoodMicrotec
Roularta Media
Royal Bank Of Scotland
Royal Dutch Shell
RTL Group
RTL Group
S&P 500
Samas Groep
Sapec
SBM Offshore
Scandinavische (Noorse, Zweedse, Deense, Finse) aandelen
Schuitema
Seagull
Sequana Medical
Shurgard
Siemens Gamesa
Sif Holding
Signify
Simac
Sioen Industries
Sipef
Sligro Food Group
SMA Solar technology
Smartphoto Group
Smit Internationale
Snowworld
SNS Fundcoach Beleggingsfondsen Competitie
SNS Reaal
SNS Small & Midcap Competitie
Sofina
Softimat
Solocal Group
Solvac
Solvay
Sopheon
Spadel
Sparen voor later
Spectra7 Microsystems
Spotify
Spyker N.V.
Stellantis
Stellantis
Stern
Stork
Sucraf A en B
Sunrun
Super de Boer
SVK (Scheerders van Kerchove)
Syensqo
Systeem Trading
Taiwan Semiconductor Manufacturing Company (TSMC)
Technicolor
Tele Atlas
Telegraaf Media
Telenet Groep Holding
Tencent Holdings Ltd
Tesla Motors Inc.
Tessenderlo Group
Tetragon Financial Group
Teva Pharmaceutical Industries
Texaf
Theon International
TherapeuticsMD
Thunderbird Resorts
TIE
Tigenix
Tikkurila
TINC
TITAN CEMENT INTERNATIONAL
TKH Group
TMC
TNT Express
TomTom
Transocean
Trigano
Tubize
Turbo's
Twilio
UCB
Umicore
Unibail-Rodamco
Unifiedpost
Unilever
Unilever
uniQure
Unit 4 Agresso
Univar
Universal Music Group
USG People
Vallourec
Value8
Value8 Cum Pref
Van de Velde
Van Lanschot
Vastned
Vastned Retail Belgium
Vedior
VendexKBB
VEON
Vermogensbeheer
Versatel
VESTAS WIND SYSTEMS
VGP
Via Net.Works
Viohalco
Vivendi
Vivoryon Therapeutics
VNU
VolkerWessels
Volkswagen
Volta Finance
Vonovia
Vopak
Warehouses
Wave Life Sciences Ltd
Wavin
WDP
Wegener
Weibo Corp
Wereldhave
Wereldhave Belgium
Wessanen
What's Cooking
Wolters Kluwer
X-FAB
Xebec
Xeikon
Xior
Yatra Capital Limited
Zalando
Zenitel
Zénobe Gramme
Ziggo
Zilver - Silver World Spot (USD)