Eurobench.com

[verwijderd] 23 september 2021 19:01

0

Deze afdeling van Borealis staat te koop en er zou veel interesse zijn .ook OCI werd toen genoemd de deal zou dit jaar nog beklonken worden,ben benieuwd wie de koper is.

Austria-based chemicals firm Borealis AG is curtailing its production of ammonia in Europe and will “further analyze the situation” regarding its plants in Austria, France and the Netherlands, a spokeswoman said Thursday. The product is used to make nitrogen fertilizers, which have already seen spiking prices as manufacturers deal with dramatically higher costs for gas, their main feedstock.

[verwijderd] 23 september 2021 19:06

0

OMV-Chemietochter Borealis will Düngemittelgeschäft verkaufen
Die OMV-Tochter Borealis, an der die OMV mit 75 Prozent beteiligt ist, will ihre Stickstoff-Sparte noch im Laufe dieses Jahres verkaufen und sich auf die Produktion von Polyolefinen und Basischemikalien konzentrieren. Das teilte das Unternehmen am Donnerstag mit. Der Stickstoffbereich, zu dem auch die Düngemittelproduktion gehört, macht rund 15 Prozent des Gesamtgeschäfts aus. Die OMV hatte erst vor ...
Den vollständigen Artikel lesen ...

de schaatser 23 september 2021 20:20

1

quote:
BultiesBrothers schreef op 23 september 2021 18:10:
Ben trouwens wel heel erg te spreken over het vooruitblik wat ze hebben gegeven over dividend over H2 2021 en heel 2022. Grote partijen willen dividend voordat ze vaak posities innemen, plus dat OCI ESG "verantwoord" bezig is. Over 2021 en 2022 wordt er 2,40 dividenden uitbetaald (dacht ik: 40ct over 2021 en 2 euro over 2022, iemand die dit kan checken?) . Dat is bij een koers van 30 euro nogsteeds 8% in de komende 1.5 jaar

berekening dividend: Fertiglobe betaalt een super dividend van 850 miljoen.
Dat is 494 miljoen dollar voor OCI= 2,40$
Over 2021 87 miljoen aan OCI = 0,41 $
Over 2222 aan OCI =0,85$
Totaal van Fertiglobe ontvangt OCI= 3,66 $

Ik ga er echter van uit dat OCI zelf ook dividend wil uitbetalen in dezelfde orde als Fertiglobe. OCI haalt 55 % van zijn resultaat uit Fertiglobe. Zij zullen er alles aandoen om die 0,33$ over 2021 uit te keren.
En 0ver 2022 wordt dat ongeveer 0,70$.
Ik denk zelf dat de 494 miljoen = dus 2,40$ per aandeel OCI worden gebruikt voor de algemene middelen van OCI. waar wij als aandeel houders indirect van profiteren.
Resumerend mag je aan dividend over 2021 0,74 $ verwachten. En over 2022 1,55 $ verwachten.

BultiesBrothers 23 september 2021 20:31

1

twitter.com/ICISFertilizers/status/14...

Record high prices trigger European gas demand destruction
Author: Ben Samuel

2021/09/23

Downstrean European gas markets suffered further financial pain with new record spot gas highs on Monday, 20 September and with a focus on reductions to fertilizer producer.

A range of European fertilizer production has been taken offline amid record high Dutch TTF and British NBP gas prices, although the British government stepped in with short-term financial support which led to the resumption of one of CF Industries’ two UK fertiizer plants.

This followed a lack of UK carbon dioxide production, a by-product of ammonia production which is critical for a range of products and services, such as the UK food industry.

The British NBP front month on Monday, 20 September hit a record high of $25.5/MMBtu, with the corresponding TTF market closing at $25.4/MMBtu, a similar record, and with the ICIS TTF benchmark up from $17.2/MMBtu at the start of the month.

European spot prices then edged down but concerns over upcoming winter fundamentals mean that substantial downside is unlikely.

High gas and electricity prices have become a major global issue, with governments stepping in from Brazil to China to try to mitigate concerns over supply and the impact on downstream industries ahead of the peak winter demand period in the northern hemisphere.

BRITISH DEMAND CUTS

British gas demand from the industrial sector has dropped with some companies reducing off-take due to high NBP prices, although low renewable generation is having a larger impact on the wholesale market.

On 15 September, CF Industries announced that it would halt fertilizer production at two UK facilities due to the high cost of gas.

A day after the announcement, gas demand in Britain from the industrial sector dropped to just over 4 million cubic metres (mcm), down from 6mcm the day before.

Gas off-take from industrial users was already below average with consumption of about 5.77mcm/day during the month to date, compared with 10mcm/day over the same period between 2016-2020.

Demand from the sector only represents around 5% of the UK total, meaning even if other off-takers cut nominations, the impact on the NBP is likely to be limited.

Overall gas use during September is actually above average for the month despite the lower industrial usage, as power sector off-take has increased to compensate for low wind generation.

POWER SECTOR

Strength in gas prices has led to more UK coal-fired capacity coming back into the mix with these plants accounting for about 2.5% of the UK generation stack this month, compared to less than 1% during September 2020.

Gas demand for electricity production has still been higher than normal, as low wind output has played a much greater role than the return of coal.

In September to date, off-take from UK gas plants has averaged just under 60mcm/day, compared to 46mcm/day on average over the period between 2016-2020.

Over the same days, wind farms have produced about 2.4GW on average, accounting for less than 9% of the generation stack, down from more than 21% during September last year.

Days of particularly low wind output have corresponded with surging gas demand from the power sector, for instance on 15 September when wind farms produced just 1.7GW while off-take from gas plants was up to 70mcm.

EUROPEAN FERTILIZERS

Both British NBP front month and day-ahead have progressively climbed over the course of the summer as LNG cargoes have continually delivered into the Asian Pacific over Europe amid high Norwegian pipe gas maintenance, resulting in below-average European storage levels ahead of the winter.

CF Industries’ 595,000 tonne/year Billingham ammonia site was in the process of restarting in the middle of the week.

Reports suggested the government deal with CF Industries may have been drafted to exclude other companies which have shut production due to higher gas costs from seeking similar national subsidies.

CF Industries appeared to have bought 15,000 tonnes of ammonia from Algeria due to arrive at Tees this weekend. Yara has a site located at Immingham, in Hull, with capacity of 300,000 tonnes/year, which also closed on the back of rising energy costs.

Elsewhere in Europe, ammonia production has been stopped due to high costs for raw materials.

Prices for ammonium nitrate and calcium ammonium nitrate have escalated past the previous all-time highs reached in the financial crash of 2007-8, with prices tipped to continue increasing throughout the winter. Ben Samuel, Morgan Condon, Richard Ewing, Ruth Liao, Julia Meehan, Jake Stones and Deepika Thapliyal

BultiesBrothers 23 september 2021 20:39

1

quote:
de schaatser schreef op 23 september 2021 20:20:
[...]

berekening dividend: Fertiglobe betaalt een super dividend van 850 miljoen.
Dat is 494 miljoen dollar voor OCI= 2,40$
Over 2021 87 miljoen aan OCI = 0,41 $
Over 2222 aan OCI =0,85$
Totaal van Fertiglobe ontvangt OCI= 3,66 $

Ik ga er echter van uit dat OCI zelf ook dividend wil uitbetalen in dezelfde orde als Fertiglobe. OCI haalt 55 % van zijn resultaat uit Fertiglobe. Zij zullen er alles aandoen om die 0,33$ over 2021 uit te keren.
En 0ver 2022 wordt dat ongeveer 0,70$.
Ik denk zelf dat de 494 miljoen = dus 2,40$ per aandeel OCI worden gebruikt voor de algemene middelen van OCI. waar wij als aandeel houders indirect van profiteren.
Resumerend mag je aan dividend over 2021 0,74 $ verwachten. En over 2022 1,55 $ verwachten.

- Fertiglobe is targeting to pay an amount of at least $315 million in dividends for the financial year 2022 (50% paid in October 2022 and 50% paid in April 2023), subject to general meeting approval => 182 miljoen dollar voor OCI (58%) => 0.86 Euro p/a

- In addition, Fertiglobe is targeting a dividend distribution for the period covering H2 2021 of at least $150 million, which will be paid in April 2022 => 87 miljoen dollar voor OCI (58%) => 0.41 Euro p/a

- As part of the reset, Fertiglobe is closing a $1.1 billion bridge financing at attractive interest rates, of which c.$250 million will be used to refinance existing debt at Fertiglobe and EFC, and the remaining $850 million to pay a dividend to its two shareholders. => Valt deze dividend uitkering ook ten goede aan ons als Piet Particulier? Of blijft dit binnen de OCI NV en Adnoc op de balans staan als dividenduitkering? Dus dat de cash positie omhoog gaat/ er andere schulden verder mee worden afgelost.

Dividend Collector 23 september 2021 20:46

1

www.lynx.nl/kennis/artikelen/ta-van-e...

Ook over OCI.

de schaatser 23 september 2021 21:09

0

De collega kunstmestmakers gaan vandaag met dik 5 % omhoog.
Dat betekend dat de kunstmestwereld aandacht krijgt. Aandacht betekend belangstelling, fantasie en nieuwe kopers.
Kan morgen OCI ook van profiteren. 5 % zou leuk zijn. dat wordt dan 25,35 euro op de teller.
Nog 5 euro van het voorlopig doel.

de schaatser 23 september 2021 21:16

0

quote:
BultiesBrothers schreef op 23 september 2021 20:39:
[...]

- Fertiglobe is targeting to pay an amount of at least $315 million in dividends for the financial year 2022 (50% paid in October 2022 and 50% paid in April 2023), subject to general meeting approval => 182 miljoen dollar voor OCI (58%) => 0.86 Euro p/a

- In addition, Fertiglobe is targeting a dividend distribution for the period covering H2 2021 of at least $150 million, which will be paid in April 2022 => 87 miljoen dollar voor OCI (58%) => 0.41 Euro p/a

- As part of the reset, Fertiglobe is closing a $1.1 billion bridge financing at attractive interest rates, of which c.$250 million will be used to refinance existing debt at Fertiglobe and EFC, and the remaining $850 million to pay a dividend to its two shareholders. => Valt deze dividend uitkering ook ten goede aan ons als Piet Particulier? Of blijft dit binnen de OCI NV en Adnoc op de balans staan als dividenduitkering? Dus dat de cash positie omhoog gaat/ er andere schulden verder mee worden afgelost.

Zo staat het ook in mijn citaat met als extra het stukje bestand van OCI de 45% van het totaal.

galaking 23 september 2021 21:39

0

OCI kan de grote dividenduitkering (58% van de 850 mln $) goed gebruiken voor de aangekondigde aflossing van de lening van 540$.

Ruval 23 september 2021 22:18

0

quote:
galaking schreef op 23 september 2021 21:39:
OCI kan de grote dividenduitkering (58% van de 850 mln $) goed gebruiken voor de aangekondigde aflossing van de lening van 540$.

OCI heeft volledig de regie in eigen handen. Lage rentelasten, sterke cashflow, strategische ontwikkelingen op diverse fronten met behoud controle, dividend uitkeringen etc etc.

Familie Sawiris heeft een buitengewoon sterk trackrecord op gebied van waarde creatie voor aandeelhouders. Dat gaan ze nu ook weer waarmaken, de puzzelstukjes vallen allemaal samen…. Nog max 6 weken tot finale ontknoping.

Appel72 23 september 2021 22:22

0

quote:
de schaatser schreef op 23 september 2021 21:09:
De collega kunstmestmakers gaan vandaag met dik 5 % omhoog.
Dat betekend dat de kunstmestwereld aandacht krijgt. Aandacht betekend belangstelling, fantasie en nieuwe kopers.
Kan morgen OCI ook van profiteren. 5 % zou leuk zijn. dat wordt dan 25,35 euro op de teller.
Nog 5 euro van het voorlopig doel.

Als we ruim in de 24 eindigen vind ik het ook mooi
Morgen 17:35 weten we het.

BultiesBrothers 23 september 2021 22:52

0

DTN Retail Fertilizer Trends
DAP Fertilizer Tops $700 Per Ton for First Time in a Decade
9/22/2021 | 11:00 AM CDT
Russ Quinn
By , DTN Staff Reporter
Connect with Russ:
The average retail price of DAP was $702/ton for the second week of September 2021, reaching its highest level in 10 years. The phosphate fertilizer is 62% more expensive than last year. (DTN chart)
OMAHA (DTN) -- Potash prices rose significantly compared to last month, while the average retail price of DAP reached a 10-year high, according to prices tracked by DTN for the second week of September 2021.

Potash was 6% higher compared to last month. The fertilizer had an average price of $598/ton.

The remaining seven fertilizers were all just slightly higher. DTN designates a significant price increase as 5% or more.

Four fertilizers had price increases of 3% compared to last month. MAP had an average price of $776/ton, urea $572/ton, anhydrous $762/ton, and UAN28 $381/ton.

The price of UAN32 increased 2% to $428/ton.

DAP prices increased 1% to $702/ton. The average price of 10-34-0 was fractionally higher at $632/ton. DAP rose above $700/ton for the first time in nearly 10 years. The last time the phosphorus fertilizer's price was this high was the second week of Dec. 2011 when the average price was at $702/ton.

More Recommended for You

On a price per pound of nitrogen basis, the average urea price was at $0.62/lb.N, anhydrous $0.46/lb.N, UAN28 $0.68/lb.N and UAN32 $0.67/lb.N.

There's more evidence fertilizer supply shortages could be coming. Last week, two major fertilizer manufacturers announced they were shutting down European facilities due to a relatively new issue facing fertilizer production -- high natural gas prices. (You can find more on rising natural gas prices here: )

On Sept. 15, CF Industries announced a halt in operations at two manufacturing facilities in the United Kingdom. Plants in Billingham and Ince, UK, are stopping production.

"The company does not have an estimate for when production will resume at the facilities," according to a CF Industries press release.

Then on Sept. 17 Yara announced it will curtail production at a at number of its European plants because record high natural gas prices in Europe are affecting ammonia production margins, according to a Yara press release.

By this week, Yara will have shut down around 40% of its European ammonia production capacity.

"Yara will continue to monitor the situation, with the objective to keep supplying customers but curtailing production where necessary," according to a press release.

Retail fertilizer prices compared to a year ago show all fertilizers have increased significantly.

10-34-0 is now 39% more expensive, urea is 59% higher, DAP is 62% more expensive, UAN32 is 69% higher, MAP is 73% more expensive, both potash and UAN28 are now 74% higher and anhydrous is 77% more expensive compared to last year.

DTN surveys more than 300 retailers, gathering roughly 1,700 fertilizer price bids, to compile the DTN Fertilizer Index each week. In addition to national averages, MyDTN subscribers can access the full DTN Fertilizer Index, which includes state averages, here: .

Fertilizer manufacturer CF Industries announced they restarted ammonia plants at the Donaldsonville (Louisiana) Complex after Hurricane Ida. You can read it here: .

DRY
Date Range DAP MAP POTASH UREA
Sep 14-18 2020 434 448 344 360
Oct 12-16 2020 445 475 332 359
Nov 9-13 2020 454 486 333 358
Dec 7-11 2020 456 510 348 361
Jan 4-8 2021 482 543 369 368
Feb 1-5 2021 554 601 389 429
Mar 1-5 2021 609 673 416 474
Mar 29-Apr 2 2021 618 697 429 502
Apr 26-30 2021 629 703 433 513
May 24-28 2021 652 709 443 523
Jun 21-25 2021 670 720 469 541
Jul 19-23 2021 695 750 543 553
Aug 16-20 2021 695 755 564 556
Sep 13-17 2021 702 776 598 572
Liquid
Date Range 10-34-0 ANHYD UAN28 UAN32
Sep 14-18 2020 455 431 219 253
Oct 12-16 2020 457 424 209 249
Nov 9-13 2020 455 422 208 248
Dec 7-11 2020 464 429 210 252
Jan 4-8 2021 464 470 209 251
Feb 1-5 2021 502 507 239 272
Mar 1-5 2021 560 560 254 304
Mar 29-Apr 2 2021 599 685 340 377
Apr 26-30 2021 613 710 350 391
May 24-28 2021 619 719 361 407
Jun 21-25 2021 625 724 366 420
Jul 19-23 2021 632 736 365 419
Aug 16-20 2021 631 743 369 420
Sep 13-17 2021 632 762 381 428
Russ Quinn can be reached at

Follow him on Twitter at @RussQuinnDTN

eduardo3105 23 september 2021 23:21

0

UREA (GRANULAR) FOB US GULF FUTURES - SETTLEMENTS
SEP 21 - - - - UNCH 507.00 0 249
OCT 21 - - - - +25.00 602.50 0 390
NOV 21 - - - - +26.00 601.00 60 510
DEC 21 - - - - +26.00 601.00 60 440
JAN 22 - - - - +21.50 607.50 0 185
FEB 22 - - - - +21.50 607.50 0 90
MAR 22 - - - - +21.50 607.50 0 90
APR 22 - - - - +2.50 592.50 30 90

[verwijderd] 23 september 2021 23:31

0

seekingalpha.com/news/3742944-kbr-bag...

www.benzinga.com/news/21/09/23067414/...

www.prnewswire.com/news-releases/kbr-...

"KBR INSITE aims to extend the operating life of the Beaumont plant while helping drive carbon reduction and energy efficiency in a sustainable way,"

"Our team will remotely monitor and evaluate the performance of OCI's ammonia-methanol production facility in Beaumont and provide timely recommendations to onsite personnel and support them in operating the plant efficiently, reliably, and safely."

BultiesBrothers 23 september 2021 23:31

0

quote:
eduardo3105 schreef op 23 september 2021 23:21:
UREA (GRANULAR) FOB US GULF FUTURES - SETTLEMENTS
SEP 21 - - - - UNCH 507.00 0 249
OCT 21 - - - - +25.00 602.50 0 390
NOV 21 - - - - +26.00 601.00 60 510
DEC 21 - - - - +26.00 601.00 60 440
JAN 22 - - - - +21.50 607.50 0 185
FEB 22 - - - - +21.50 607.50 0 90
MAR 22 - - - - +21.50 607.50 0 90
APR 22 - - - - +2.50 592.50 30 90

Gaat lekker zo... Ik hoop dat de wereldvoedselvoorziening niet in de problemen dreigt te komen door de hoge prijzen.

BultiesBrothers 23 september 2021 23:49

0

China Warns on Food Security as Coal Crunch Hits Fertilizers

000830.SZ
-4.80%

000902.SZ
-9.98%

SNFRF
0.00%

SNFRY
0.00%
Jasmine Ng
Thu, September 23, 2021, 8:44 AM·1 min read

1 / 2
China Warns on Food Security as Coal Crunch Hits Fertilizers
In this article:

000830.SZ
-4.80%

000902.SZ
-9.98%

SNFRF
0.00%

SNFRY
0.00%

(Bloomberg) -- China once again warned of the impact of skyrocketing energy prices on fertilizer supplies and signaled concern that food security could be affected.

Most Read from Bloomberg

Istanbul Turns Taps on Old Fountains, Joining Global Push for Free Drinks

In Paris, the Wrapped Arc de Triomphe Is a Polarizing Package

How the Child Care Crisis Became a Global Economic Fiasco

The Global Housing Market Is Broken, and It’s Dividing Entire Countries

Berlin Referendum Could Determine the Future of the City’s Housing

The National Development and Reform Commission said fertilizers are important for agricultural production and maintaining food security, and urged authorities to ensure stable prices and prioritize the supply of raw materials and energy to chemical fertilizer companies, according to a WeChat statement.

The global fertilizer market is on a tear due to extreme weather, plant shutdowns and government sanctions, hitting farmers already buckling under the strain of rising costs and stoking fears that food inflation could worsen. In China, the rally has caught the attention of regulators, adding to a range of commodities that Beijing is scrutinizing. The NDRC, China’s top economic planner, vowed in June to crack down on urea hoarding and price gouging.

Urea futures in Zhengzhou hit a new high Thursday, tracking a rally in coal prices. While natural gas is the primary feedstock for nitrogen producers around the world, most Chinese producers use coal, making them vulnerable to Beijing’s increasingly strict policies around air pollution and the environment more broadly.

Shares of Chinese fertilizer companies were mixed after the NDRC statement. Xinyangfeng Agricultural Technology Co. fell by the daily limit in Shenzhen, while Luxi Chemical Group lost as much as 7.1%. In contrast, Hong Kong-listed Sinofert Holdings Ltd., China’s top fertilizer supplier and a unit of state-owned Sinochem Group, gained as much as 5.7%.

(Updates with stock moves in final paragraph)

eduardo3105 23 september 2021 23:51

0

quote:
BultiesBrothers schreef op 23 september 2021 23:31:
[...]

Gaat lekker zo... Ik hoop dat de wereldvoedselvoorziening niet in de problemen dreigt te komen door de hoge prijzen.

Dat gevoel had ik ook BB. Mooi voor Oci maar ergens gaat er toch iets fout.

de schaatser 24 september 2021 09:47

0

quote:
de schaatser schreef op 23 september 2021 21:09:
De collega kunstmestmakers gaan vandaag met dik 5 % omhoog.
Dat betekend dat de kunstmestwereld aandacht krijgt. Aandacht betekend belangstelling, fantasie en nieuwe kopers.
Kan morgen OCI ook van profiteren. 5 % zou leuk zijn. dat wordt dan 25,35 euro op de teller.
Nog 5 euro van het voorlopig doel.

Beursklimaat OCI: Redelijke belangstelling, weinig orders in de laat, kortom die 25 komt vandaag in zicht.

de schaatser 24 september 2021 10:03

0

Het kan verkeren: 19 augustus koers 18,33. Vandaag richting de 25 euro voor OCI. 30 % hoger.

StartendeBelegger 24 september 2021 10:09

0

quote:
de schaatser schreef op 24 september 2021 10:03:
Het kan verkeren: 19 augustus koers 18,33. Vandaag richting de 25 euro voor OCI. 30 % hoger.

Er moet natuurlijk wel gezegd worden dat het goede nieuws zich in deze periode goed heeft opgestapeld. (Wat natuurlijk alleen maar positief is)

Vertraagd	25 apr 2024 17:35
Koers	24,800
Verschil	-0,110 (-0,44%)
Hoog	25,180
Laag	24,660
Volume	250.302
Volume gemiddeld	395.607
Volume gisteren	203.508

08 apr	OCI levert klimaatvriendelijke ammoni...	3
14 feb	FT: Sawiris overweegt OCI verder op t...	3
14 feb	Update: OCI keert minimaal 3 miljard ...	7
14 feb	Beursblik: Degroof verhoogt koersdoel...
14 feb	'Resultaat OCI schiet tekort'	1
13 feb	Chippers en Amerikaanse inflatie bezo...
13 feb	JPMorgan verhoogt koersdoel OCI
07 feb	Jefferies verhoogt koersdoel OCI fors
02 feb	Berenberg zet OCI op de kooplijst	2
23 jan	ING verhoogt koersdoel OCI

OCI « Terug naar discussie overzicht

OCI - 2021

Meedoen aan de discussie?

Direct naar Forum

Detail

OCI nieuws