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OCI - 2022: Nu of nooit!

7.660 Posts, Pagina: « 1 2 3 4 5 6 ... 11 12 13 14 15 16 17 18 19 20 21 ... 379 380 381 382 383 » | Laatste
Just lucky
0
quote:

BultiesBrothers schreef op 11 januari 2022 10:35:

Wel sneu dat OCI het nog slechter doet dan Wereldhave en VastNed..pff
OCI is het enige fonds wat ik totaal niet snap qua koersverloop. Chippers gaan vandaag weer hard, groot gelijk, een korting van 20% is een mooie koop voor de lange termijn voor een dergelijk groeiaandeel.
Just lucky
0
Ik dacht vrijdag nog even, toen AMG iets boven de 29 stond, zal ik OCI maar in een keer weg doen en alles direct in AMG stoppen. Maar ik dacht toen weer, het worden topcijfers, toch maar even wachten.
[verwijderd]
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Een koopadvies voor Aperam,bij de afstort maart 2020 dieptepunt 12 euro,niet gedaan,verwachte van OCI een outperformer ,enorme fout van mij.

Aandeel Aperam AEX:APAM.NL, LU0569974404
Laatste koers (eur)
51,860
11-jan-2022 10:35:54
Verschil
+2,740 (+5,58%)
Dagrange 50,580 - 51,920
Just lucky
0
quote:

jessebrown schreef op 11 januari 2022 10:41:

Een koopadvies voor Aperam,bij de afstort maart 2020 dieptepunt 12 euro,niet gedaan,verwachte van OCI een outperformer ,enorme fout van mij.

Aandeel Aperam AEX:APAM.NL, LU0569974404
Laatste koers (eur)
51,860
11-jan-2022 10:35:54
Verschil
+2,740 (+5,58%)
Dagrange 50,580 - 51,920
Zeker, en Aperam stijgt wel op een koopadvies. OCI heeft een hele rij koopadviezen gekregen de laatste maanden, wat gebeurde er, helemaal niets, zelfs geen verhoogde omzet.
[verwijderd]
0
Bij het rijtje kunstmest aandelen die ik volg ,is OCI het meest trieste aandeel en waar eigenlijk het meest positieve is gebeurd in jaren.

Deze kwam ook van laag in de 4 euro en stijgt maar door.

ANALYSE-FLASH: Baader Bank belässt K+S auf 'Add' - Ziel 17 Euro
MÜNCHEN (dpa-AFX) - Die Baader Bank hat die Einstufung für K+S auf "Add" mit einem Kursziel von 17 Euro belassen. Analyst Markus Mayer verwies in einer am Dienstag vorliegenden Studie darauf, dass Konkurrentin Yara tags zuvor angekündigt habe, den Kauf von Kaliumchlorid-Dünger (MOP) aus Belarus einzustellen, da internationale Sanktionen die Fortsetzung der langjährigen Geschäftsbeziehung nahezu unmöglich gemacht hätten. Das könnte für den Düngerhersteller K+S zu einem Extra-Geschäft führen oder zumindest den MOP-Preisen in der Europäischen Union
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helfen./ck/mis
BultiesBrothers
0
quote:

RvdN schreef op 11 januari 2022 10:52:

Kooporder geraakt, positie verdubbeld. Fingers crossed haha
Lekker man!.
[verwijderd]
0
Het aandeel zal ook gauw zijn plaats uit de AMX verliezen,de dramatisch lage omzet zal dit aandeel in de ACmx index doen belanden en dan is het internationaal helemaal niet meer serieus .
BultiesBrothers
0
quote:

jessebrown schreef op 11 januari 2022 10:58:

Het aandeel zal ook gauw zijn plaats uit de AMX verliezen,de dramatisch lage omzet zal dit aandeel in de ACmx index doen belanden en dan is het internationaal helemaal niet meer serieus .
Ook weer niet overdrijven, haha.
Zo laag is de omzet ook weer niet
BultiesBrothers
0
Iemand enig idee wat de regels zijn bij de Euronext omtrent het bekendmaken van een publicatie datum voor kwartaalcijfers?
BultiesBrothers
0
Moen we vandaag wel boven de 24 sluiten, dan lijkt me dat een sterk TA signaal. Soort van bullish engulfish.
de schaatser
0
Beurs schaam je. Hier hoort OCI niet te zitten. Hoger met die hap, anders koop ik de hele tent op!
Sprak de oude schaatser met zijn hoofd diep gebogen in het ijskoude wak.
Hij voelde dat de Titanic langzaam naar de bodem van het ijskoude kapitalistische denken verdween.
Vrouwen en kinderen weenden bij het gemis van hun dierbare OCI.
Just lucky
0
quote:

de schaatser schreef op 11 januari 2022 16:10:

Beurs schaam je. Hier hoort OCI niet te zitten. Hoger met die hap, anders koop ik de hele tent op!
Sprak de oude schaatser met zijn hoofd diep gebogen in het ijskoude wak.
Hij voelde dat de Titanic langzaam naar de bodem van het ijskoude kapitalistische denken verdween.
Vrouwen en kinderen weenden bij het gemis van hun dierbare OCI.
Denk dat je meer kan verdienen met een mooie bundel verhalen/gedichten.
BultiesBrothers
0
Dit betekent in ieder geval minder china productie -> nog lagere inventories wereldwijd
finance.yahoo.com/news/china-blue-sky...

China’s Blue-Sky Plan for Olympics Is Stifling Fertilizer Output
Bloomberg News
Tue, January 11, 2022, 6:29 AM·1 min read

1 / 2
China’s Blue-Sky Plan for Olympics Is Stifling Fertilizer Output
(Bloomberg) -- China’s urea plants are getting caught up in Beijing’s drive to ensure blue skies for the Winter Olympics, which includes ordering factory shutdowns to curb air pollution.

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Three plants in northern Shanxi province were asked to begin operating at 50% capacity due to pollution, driving up domestic prices for the nitrogen fertilizer, said Scotiabank analyst Ben Isaacson. Futures in Zhengzhou rose almost 5% on Friday to the highest since October, but have pared gains this week.

As Beijing ramps up pollution controls in the lead up to the winter games in February, more urea factories could be asked to suspend or cut output. China, a key supplier of urea, sulphate and phosphate to the global market, has curbed fertilizer exports since late last year to protect domestic supplies, a move that worsened a global price shock and risked stoking food inflation further.

“Chinese exportable supply is firmly out of the market through May,” said Bloomberg Intelligence analyst Alexis Maxwell.

The outlook for urea is also dependent on the cost of energy sources like coal and natural gas, which have risen around the world due to shortages and winter heating needs.

BultiesBrothers
0
AN END DATE TO HIGHER FERTILIZER PRICES IS UNKNOWN, AFBF ECONOMISTS SAY
THE 2008-09 PRICE SPIKE LASTED 18-24 MONTHS.
By Mike McGinnis
1/8/2022
fertilizer tanks in fields
It's well known that farmers will have to pay more to produce this year's crops.
Farmers attending this week's American Farm Bureau Federation's annual convention want to know how long the input price hike will last.
Due to a 2021 spike in global demand for fertilizer as global supply fell, the price of some crop nutrients jumped as much as 150% year-over-year.
For months, many experts have been explaining that there's a hungrier world that needs an increase in crop production.
The demand side of the fertilizer story is easier to tell than the supply side, experts say.
It's the supply side of the fertilizer story that begins to flush out the real issues of higher prices.
A GLOBAL COMMODITY
While the U.S. is the third largest producer of fertilizers in the the world, it uses only 10% of the world's fertilizer supplies.
However, because U.S. farmers lead the world in corn and soybean production, the country's use of fertilizer outstrips its production. In fact, 70% of the U.S. nutrient use can be credited to the production of corn, soybeans and wheat.
Therefore, the U.S. is a net importer of fertilizer.
The key to knowing when the current price spike will end involves knowing the future pattern of global fertilizer demand and the reliance of the largest fertilizer producers around the world, according to AFBF economists.
"It's worth noting that not only does fertilizer use vary around the world, but production varies as well," Veronica Nigh, American Farm Bureau Federation (AFBF) senior economist, told the convention attendees in Atlanta, Georgia, on Saturday.
In the realm of nitrogen fertilizer, Russia, China and Saudi Arabia remain the largest exporters.
Phosphate fertilizer exports are led by China, Morocco and Russia.
In the potassium market, Canada, Belarus and Russia lead the global exports.
"Even the largest producers are only producing 10-25% of the world's needs. So, that means you can have disruptions in a lot of different places that end up having an impact on fertilizer availability and prices in that country of production and users around the world," Nigh says.
ACREAGE INCREASE
Looking back, there was a grocery list of factors that assisted in the 2021 spike in crop nutrient prices. For example, weather-induced plant disruptions, Covid-19, trade waivers, trucking issues, fertilizer plant maintenance delays, and global supply/demand factors, all combined to form a perfect storm for higher crop production costs.
Going forward, an increase in U.S. and global acreage could keep fertilizer prices from falling, AFBF economists say.
"Our (U.S.) planted acreage is up, but global planted acreage is up too. If you look at our competitors such as Argentina and Brazil, they have had tough growing seasons. Now, they will have to increase fertilizer usage in order to get the yield they are looking for," Shelby Swain Myers, AFBF economist says.
Myers added, "That global demand has driven farmers to say, 'I need more fertilizer'."
PRICE HIKE
From September 2020 to September 2021, prices in the U.S. for ammonia increased 210%, liquid nitrogen rose 159%, urea increased 155%, potash was up 134%, MAP increased 125%, and DAP rose 100%, according to an AFBF report. The rising input costs, which account for 15% of total cash costs on U.S. farms according to the AFBF, are expected to remain high through spring 2022 due to a shortage of fertilizer supply.
NATURAL GAS
As natural gas prices go, so go fertilizer prices.
Between 75%-90% of the costs to produce nitrogen are related to natural gas, AFBF economists say.
As the pandemic cut use of natural gas, plants cutback on the volume of the fuel. Meanwhile, as 2022 gets underway and the economy is recovering from the pandemic, demand for natural gas is going higher.
"Natural gas production, like its usage, is a global issue," Swain Myers says. In the European Union, natural gas prices have increased over 300% since March of 2021. So, EU's nitrogen producers are shutting down, due to the sharp increase in raw material. These prices are being passed along to end-users. And, this is not just a nitrogen story, it's a phosphorous story, a potassium story, and unfortunately these prices are being passed on to the U.S."
PRICE OUTLOOK
Following the two AFBF economist's presentation in Atlanta, the first farmer question focused on the outlook for the end to the fertilizer price hike.
U.S. retailers are not expecting a major shortfall of product for 2022's planting season, AFBF economist say.
"They (retailers) just can't operate with a 110% supply expectation when there could be disruptions globally," Swain Myers says.
While some experts seeing this sharply higher fertilizer price environment lasting for the next six months, others remain uncertain.
"We talked about the 2008-09 fertilizer price spike and how that resolved itself after 18-24 months, with this one we don't know. There are a lot of issues. You solve one problem and another one pops up," Nigh says.
"We should keep in mind that additional antidumping and countervailing duties were put on some imports of fertilizer into the U.S., this past year. That is not helping. That is something that we should find some resolution on, regarding the fertilizer sector," Nigh told the AFBF convention attendees.
Also, farmers that normally buy production material at the end of each year for tax purposes were not able to do that, in the same way, in 2021.
In additon, crop prices are telling farmers to increase acreage, creating more demand for fertilizer use.
"We're really going to have a lot of farmers and ranchers look at their books a lot harder this year, analyze that return on investment, and analyze break-even levels. Frankly, right now, input prices are taking a lot of momentum out of the increased crop prices. And, now we are barely breaking even again," Nigh says.
Nigh added, "It's a punch in the gut to look at all of that potential increase (in profit) having to go into crop inputs."
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Vertraagd 31 mei 2024 17:35
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