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Home  /  Forum  /  OCI  /  OCI - 2022: Nu of nooit!

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Aandeel OCI AEX:OCI.NL, NL0010558797

  • 26,430 21 mei 2024 17:37
  • +0,550 (+2,13%) Dagrange 25,960 - 26,430
  • 490.278 Gem. (3M) 340,4K

OCI - 2022: Nu of nooit!

7.660 Posts
Pagina: «« 1 ... 75 76 77 78 79 ... 383 »» | Laatste | Omlaag ↓
  1. forum rang 6 Kruimeldief 15 februari 2022 18:39
    quote:

    Ruval schreef op 15 februari 2022 18:09:

    …….
    Morgen zullen ongetwijfeld wat analisten komen met hun bevindingen na de analyst call en wellicht wat koersdoel verhogingen. Hopelijk komende dagen verder omhoog en dan een keer de € 30 aantikken
    Ik hoop het met jou mee, Ruval, maar we zitten nu zoveel jaar al in OCI, dat we helaas (te) vaak hebben moeten meemaken, dat niet ondenkbaar is, dat dit het weer was (vanochtend nog zelfs rood!) en morgen er weer gedumpt wordt.
  2. forum rang 6 Ruval 15 februari 2022 18:42
    quote:

    Kruimeldief schreef op 15 februari 2022 18:39:

    [...]
    Ik hoop het met jou mee, Ruval, maar we zitten nu zoveel jaar al in OCI, dat we helaas (te) vaak hebben moeten meemaken, dat niet ondenkbaar is, dat dit het weer was (vanochtend nog zelfs rood!) en morgen er weer gedumpt wordt.
    Ik constateer dat er weinig vertrouwen is. Op basis van het (recente) verleden kan ik dat begrijpen. Maar op basis van huidige cijfers en vooruitzichten is er echt alle reden om heel veel vertrouwen te hebben in fors oplopende koersen….
  3. forum rang 6 RJ 80 15 februari 2022 19:17
    Maar jingens, met zo’n dividendplan, even aangenomen dat ze dit op dit niveau kunnen blijven doen ieder jaar, vind ik het even minder belangrijk wat die koers doet. Maar goed denkniet dat er heel lang tegen gestelde divi-rendement plus verrassing later het jaar lang ophuisige niveaus gekocht kan worden. Ik vind het vooral supermooi resultaat, los van de koers. Even bevestiging dat de belegging in OCI wel snor zit voorlopig.

    En nu minder dagkoersgeneuzel meer hier aub. Beetje mag best ;-) maar hout binnen de perken graag
  4. forum rang 6 BultiesBrothers 15 februari 2022 19:18
    quote:

    RJ 80 schreef op 15 februari 2022 19:17:

    Maar jingens, met zo’n dividendplan, even aangenomen dat ze dit op dit niveau kunnen blijven doen ieder jaar, vind ik het even minder belangrijk wat die koers doet. Maar goed denkniet dat er heel lang tegen gestelde divi-rendement plus verrassing later het jaar lang ophuisige niveaus gekocht kan worden. Ik vind het vooral supermooi resultaat, los van de koers. Even bevestiging dat de belegging in OCI wel snor zit voorlopig.

    En nu minder dagkoersgeneuzel meer hier aub. Beetje mag best ;-) maar hout binnen de perken graag
    Wat een waardeloze dag was het vandaag ;p
  6. forum rang 6 BultiesBrothers 15 februari 2022 19:24
    Hopelijk gooit CF vanavond nabeurs nog wat olie op het vuur dat men ziet dat de kunstmest industrie big business is en dat ze de ammonia majors worden en de shells exxons etc van de troon af gaan stoten met hun waterstof..
    Nee maar hopelijk een supportive outlook die ook voor OCI geldt.
  7. forum rang 6 BultiesBrothers 15 februari 2022 19:28
    Fertiglobe's profit surges amid higher demand for products
    The world’s largest seaborne exporter of urea and ammonia reported a net income of $366.5m in the fourth quarter of 2021
    Fertiglobe reported $1.18 billion in revenue during the fourth quarter. Photo: Fertiglobe
    Fertiglobe reported $1.18 billion in revenue during the fourth quarter. Photo: Fertiglobe

    Fareed Rahman
    Feb 15, 2022
    Fertiglobe, the world’s largest seaborne exporter of urea and ammonia, reported an increase of more than eightfold in its fourth-quarter profit as revenue jumped on the back of higher demand for its products.

    Net profit attributable to owners of the company for the three-month period to the end of December rose to $366.5 million, from $45.1m in the same period a year earlier, the company said in a statement to the Abu Dhabi Securities Exchange, where its shares are traded.

    READ MORE
    Abu Dhabi's Fertiglobe set to play 'big role' in global energy transition
    Fertiglobe teams up with Masdar and Engie to develop green hydrogen unit in Ruwais
    Revenue during the period more than doubled to $1.18 billion.

    “Fertiglobe delivered a solid set of results in fourth-quarter of 2021, further underpinning our exciting growth potential,” said chief executive Ahmed El-Hoshy.

    “Considering healthy free-cash generation in the second half of 2021 and our commitment to create shareholder value, we are pleased to announce our first post-IPO [initial public offering] dividend of $340m, exceeding our previous guidance.”

    Fertiglobe, a joint venture between Adnoc and Netherlands-listed OCI, raised about $795m in its initial IPO last year, amid strong demand from international, regional and local investors. The listing was the third-largest on the ADX.

    The company — which is also the Mena region’s largest producer of nitrogen fertilisers by production capacity — sold more than 1.145 billion shares representing 13.8 per cent of its share capital last year.

    “Our current order book looks healthy into the second quarter of 2022, and we expect [the] first half [of] 2022 to be strong, driven by attractive farm economics, strong demand in our ammonia end-markets and our globally competitive position,” Mr El-Hoshy said.

    Fertiglobe’s full-year profit climbed more than ninefold to $702.7m as revenue more than doubled to $3.31bn, according to the stock exchange filing.

    The company is bullish about ammonia as the world focuses on the reduction of emissions to protect the environment.

    “Ammonia is the dominant energy carrier for hydrogen. With green hydrogen seen as essential to support the decarbonisation of industry, food, transport and energy, there is a huge opportunity for clean ammonia to deliver green hydrogen all over the world,” he said.

    Last month, the company signed an agreement with Abu Dhabi’s Masdar and France’s Engie to co-develop a green hydrogen plant in the UAE for the production of ammonia.

    As part of the agreement, the three companies will study the development, design, financing, procurement, construction, operation and maintenance of an industrial-scale and globally cost-competitive green hydrogen plant in Al Ruwais.

    It will have a potential capacity of up to 200 megawatts and be operational by 2025, with Fertiglobe as the sole long-term off-taker.

    “This represents a great opportunity for the company and the UAE to play a crucial role in the global energy transition. Abu Dhabi is an ideal location to produce green hydrogen, given the country’s commitment to a low carbon future, its unique renewables profile and its strategic geographic location,” Mr El-Hoshy said.

    Hydrogen is gaining importance as the fuel of the future and low-carbon ?hydrogen is deemed essential in decarbonising hard-to-abate industrial sectors such as heavy transport.

    Updated: February 15th 2022, 8:08 AM
  9. forum rang 6 BultiesBrothers 15 februari 2022 19:34
    quote:

    Amaja schreef op 15 februari 2022 19:32:

    Nog iemand iets interessants gehoord op de conferentie call? Jammer dat ik geen vastlegging kan vinden van de vragen en antwoorden. Of heb ik iets gemist?
    Moet je even wachten op het transcript van de conference call op seekingalpha.com
  10. forum rang 6 BultiesBrothers 15 februari 2022 19:45
    Maar even ter verduidelijking want de dividenden vliegen om de oren. Check even of ik het goed noteer:

    -Over H2 2021 wordt een dividend uitgekeerd van 1.45 EURO
    (OCI announces a proposed payment of an interim distribution for the period H2 2021 of €1.45 per share (or c.$350 million including a $200 million base).

    - Over heel 2022 wordt een dividend uitgekeerd van 1.69 EURO
    The Board of Directors has approved new capital returns policy which combines a consistent base profit distribution to shareholders of $400 million per year with a variable component linked to FCF generated


    - En mogelijk nog een variabel dividend tot maximaal 1.48 EURO in oktober 2022
    and for a subsequent distribution scheduled for October of up to €305 million (or c.$350 million)

    Klopt het zo?
  11. forum rang 6 BultiesBrothers 15 februari 2022 19:57
    Op SeekingAlpha forum:
    Dynamic_Value_Investor
    New: Today, 11:57 AM

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    The OCI.NV call just ended. They covered a ton of ground, but I'm only going to cover a few points most relevant to CVR (and I recommend listening to the replay or reading the transcript when it's published):
    * They have a solid UAN (the commodity) order book with good pricing through 1Q22 and some into 2Q22.
    * Might farmers switch to urea from UAN? It could happen, but it's somewhat limited by the equipment used by farmers. You're more likely to see switching in the northern Plain states than the large, Midwest corn states.
    * EU nat gas pricing is at $20/mmBTU or more into 2023, which would translate into almost $700/ton in feedstock costs alone (my calc). In addition, the EU CO2 tax now adds roughly $180/ton, according to mgt.
    * Is there a price lag in your business? It's generally a month or so (paraphrase). This dynamic (price lag) is especially relevant in the sale of fall ammonia.
    * Indian urea inventories are currently around 3.5 mm tons. The Indian govt targets that metric at 6 mm tons.
    * They believe the most recent Indian tender (about 1.5 mm tons) helped clean up the urea market going into the main US/EU urea selling seasons.
    * Might you/others shift to more ammonia/value-added nitrates over urea? Yes, we could do that (paraphrase).
    * How much EU ammonia capacity is offline? At the end of Dec 21, the number was around 9 mm tons; now estimate that number at 3 mm tons.

    seekingalpha.com/article/4477629-cvr-...
  12. forum rang 6 de schaatser 15 februari 2022 20:10
    quote:

    BultiesBrothers schreef op 15 februari 2022 19:45:

    Maar even ter verduidelijking want de dividenden vliegen om de oren. Check even of ik het goed noteer:

    -Over H2 2021 wordt een dividend uitgekeerd van 1.45 EURO
    (OCI announces a proposed payment of an interim distribution for the period H2 2021 of €1.45 per share (or c.$350 million including a $200 million base).

    - Over heel 2022 wordt een dividend uitgekeerd van 1.69 EURO
    The Board of Directors has approved new capital returns policy which combines a consistent base profit distribution to shareholders of $400 million per year with a variable component linked to FCF generated


    - En mogelijk nog een variabel dividend tot maximaal 1.48 EURO in oktober 2022
    and for a subsequent distribution scheduled for October of up to €305 million (or c.$350 million)

    Klopt het zo?
    Ik lees het als volgt: ieder jaar wordt er voor 400 honderd miljoen dividend uitbetaald. gegarandeerd!
    Eventueel aangevuld met extra uitkering afhankelijk van de free cash flow.
    Het basis dividend is 1,63 euro.
    Voor nu is afgesproken 1,45 euro is 350 miljoen. We krijgen dus in oktober nog 0,18 eurocent ( 50 miljoen ) en de eventuele extra afhankelijk van de free cash flow.
  13. forum rang 6 BultiesBrothers 15 februari 2022 20:16
    quote:

    de schaatser schreef op 15 februari 2022 20:10:

    [...]

    Ik lees het als volgt: ieder jaar wordt er voor 400 honderd miljoen dividend uitbetaald. gegarandeerd!
    Eventueel aangevuld met extra uitkering afhankelijk van de free cash flow.
    Het basis dividend is 1,63 euro.
    Voor nu is afgesproken 1,45 euro is 350 miljoen. We krijgen dus in oktober nog 0,18 eurocent ( 50 miljoen ) en de eventuele extra afhankelijk van de free cash flow.
    Wacht ik tel het laatste punt dubbel. Dat is hetzelfde als de eerste.
    Dus, we kunnen hooguit 1.69 + 1.45 = 3.14 EUR ontvangen aan dividend + mogelijk nog een variabele uitkering gebaseerd of FCF!?
  14. galaking 15 februari 2022 20:27
    Volgens mij wordt er over H2 2021 €1,45 dividend betaald waarschijnlijk in april. Het basisdividend van 400 mln USD en eventueel variabel deel wordt volgens mij voor een deel als interim dividend dit jaar betaald en het slotdividend over 2022 wordt bij het jaarresultaat van 2022 vastgesteld en in 2022 uitbetaald. Zo lees ik het.
  19. forum rang 6 BultiesBrothers 15 februari 2022 22:41
    Highlights

    Full year net earnings of $917 million(1), or $4.24 per diluted share, and EBITDA(2) of $2.17 billion, which include the impact of pre-tax non-cash impairment charges of $521 million related to the Company’s U.K. operations; adjusted EBITDA(2) of $2.74 billion
    Fourth quarter earnings of $705 million(1), or $3.27 per diluted share, and EBITDA of $1.19 billion; adjusted EBITDA of $1.26 billion
    Full year net cash from operating activities of $2.87 billion, free cash flow(3) of $2.17 billion, both Company records
    Repurchased approximately 7.5 million shares for $490 million during the fourth quarter, effectively completing the $1 billion share repurchase authorization that expired December 31, 2021
    The U.S. Department of Commerce (Commerce) made preliminary determinations in January 2022 that Russian urea ammonium nitrate (UAN) imports are dumped into the U.S. at margins ranging from 9.15% to 127.19%, and that Trinidadian UAN imports are dumped into the U.S. at a margin of 63.08%
    “The CF Industries team delivered outstanding results in 2021 as strong global nitrogen demand, lower global operating rates and favorable energy spreads drove Company-record free cash generation,” said Tony Will, president and chief executive officer, CF Industries Holdings, Inc. “We expect global nitrogen fundamentals to remain positive, underpinned by the need to replenish global grains stocks, increased economic activity and global energy dynamics. We are well-positioned to continue to drive strong cash generation, enabling us to invest in our clean energy initiatives, return substantial capital to shareholders and achieve our goal of $3 billion of gross debt by 2023.”

    Nitrogen Market Outlook

    Management expects the global nitrogen supply and demand balance to remain tight for the foreseeable future and for the commercial environment to be highly favorable for producers in low-cost regions.

    Global nitrogen inventory entering 2022 is believed to be low following a year of strong demand and lower production due to the impact of energy-related production curtailments and shutdowns in Europe, weather-related disruptions in North America and stagnant production levels in countries such as India. High energy prices in Europe and Asia, along with ongoing restrictions on exports of certain nitrogen products from Russia, Egypt, Turkey and China, suggest global nitrogen supply will continue to be challenged.

    At the same time, management expects global demand for nitrogen to remain robust. The need to replenish global grains stocks continues to support high front month and forward prices for nitrogen-consuming crops. These crop prices support high levels of planting and incentivize fertilizer application. Additionally, increased economic activity continues to drive strong demand for diesel exhaust fluid for emissions abatement as well as ammonia, urea and nitric acid for industrial uses.

    Energy differentials between Europe and Asia versus low cost regions remain significant. This has steepened the global nitrogen cost curve and increased margin opportunities for low-cost North American producers. Forward curves suggest that these favorable energy spreads will persist throughout 2022 and into 2023.

    North America: Management projects corn plantings in the United States will be 91 to 93 million acres in 2022 based on positive economic returns for farmers and a robust fall ammonia application season. The Company believes that other nitrogen-consuming crops (wheat, cotton and canola) will be planted at high levels in 2022 as well. Industrial activity in the region continues to increase in line with economic activity, supporting further demand for nitrogen products.

    India: Urea imports to India from April-December 2021 were approximately 2 million metric tons lower and domestic urea production was flat compared to the same time period in 2020. Published reports indicate that this lower-than-expected level of imports and domestic production has resulted in low urea inventory levels in India. A new urea tender for India was issued in January, and management expects India will tender regularly in the coming months to meet urea demand in the country, which is projected to remain strong.

    Brazil/South America: Strong global corn prices coupled with drought conditions in Southern Brazil and Argentina, which has reduced production forecasts for the current first crop corn, support higher planted corn acres in 2022 and continued strong demand for nitrogen and urea imports.

    Europe: A substantial supply of liquefied natural gas cargoes rerouted to Europe in January 2022 allowed energy prices in the region to moderate from record highs, though they remain elevated compared to the prior year. Forward curves for natural gas in Europe remain above historical norms, challenging producer profitability and likely resulting in continued lower operating rates in the region.

    China: Urea exports from China are expected to be limited through at least the first half of 2022 as the Chinese government has implemented measures to discourage urea exports and promote the availability and affordability of fertilizers domestically. Additionally, published reports indicate that the Chinese government has issued supply contracts to build temporary reserves for summer application. It is estimated that over 1 million metric tons of urea could be accumulated for the country’s first-ever summer fertilizer reserve plan.
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