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Just lucky 19 januari 2022 17:08

0

quote:
de schaatser schreef op 19 januari 2022 16:57:
[...]

Er staat een verkoop order in van 1,6 miljoen stuks. Wat is dit ???
Houden we niet van groene amoniak?
je jan er een lekker visje inbakken.
Bij Talpa kan veel. Ik wil ook even.
KUT,KUT,KUT en door er maar wat mosterd bij/

Dat kan niet, die orders worden geweigerd, ben ik ook eel eens tegen aan gelopen.

biobert 19 januari 2022 17:18

0

Je zou toch zeggen dat met die mooie koers van 3,81 dollar voor Fertiglobe het aandeel OCI het toch ook eens beter gaat doen.

WOLLY 19 januari 2022 17:21

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Ik vroeg me af wat de reden kon zijn van de plotselinge sterke daling vanaf half 2 tot op heden :
een daling van 25,38 tot 24,64.Euro
Opeens schoot me te binnen dat overmorgen , vrijdag 21 januari , er expiratie plaats vindt.
Blijkbaar is/zijn er 1 of enkele "grote jongens" , die er belang bij hebben dat de koers expireert onder de 25 Euro. Als de expiratie voorbij is verwacht ik dat de koers weer naar boven zal gaan.
Ik heb dit "patroon" al een aantal keren eerder gezien.

WOLLY

DeZwarteRidder 19 januari 2022 17:22

0

quote:
biobert schreef op 19 januari 2022 17:18:
Je zou toch zeggen dat met die mooie koers van 3,81 dollar voor Fertiglobe het aandeel OCI het toch ook eens beter gaat doen.

Ik stel voor dat Fertiglobe een bod doet op OCI.

abbl 19 januari 2022 17:26

0

ja wolly, expiratie kan er inderdaad mee te maken hebben. Was vorig jaar ook elke keer.

BultiesBrothers 19 januari 2022 17:30

0

quote:
DeZwarteRidder schreef op 19 januari 2022 17:22:
[...]

Ik stel voor dat Fertiglobe een bod doet op OCI.

Jij stelt iets voor.
Ben alleen bang dat je voorstel het niet redt.

eduardo3105 19 januari 2022 17:57

0

quote:
DeZwarteRidder schreef op 19 januari 2022 17:22:
[...]

Ik stel voor dat Fertiglobe een bod doet op OCI.

Ik denk dat de familie Oci verkoopt en doorgaat met Fertiglobe

DeZwarteRidder 19 januari 2022 18:01

0

quote:
eduardo3105 schreef op 19 januari 2022 17:57:
[...]
Ik denk dat de familie Oci verkoopt en doorgaat met Fertiglobe

Dat kan heel mooi als Fertiglobe een bod doet op OCI in aandelen Fertiglobe.

BultiesBrothers 19 januari 2022 18:15

0

quote:
eduardo3105 schreef op 19 januari 2022 17:57:
[...]
Ik denk dat de familie Oci verkoopt en doorgaat met Fertiglobe

Dan moet fertiglobe een bod doen op alle aandelen minus fam sawiris deel. Een aandelen ruil voor Europese beleggers is alleen maar onhandig. Hoe komen die ooit op de ADX

BultiesBrothers 19 januari 2022 18:25

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Mijn scenario is als volgt. Fertiglobe doet een bod op alle aandelen OCI en verdwijnt van de AMX. Sawiris houdt zijn aandelen en de onze aandelen gaan naar Fertiglobe. Om deze overname te bekostigen doen ze een emissie op de ADX. Met die emissie halen ze weer een berg met geld op om de overname te bekostigen. Sawiris houd een deel van zijn belang vast is OCI en daardoor hoeft fertiglobe niet alle aandelen OCI op te kopen

marcobol 19 januari 2022 19:37

0

quote:
abbl schreef op 19 januari 2022 17:26:
ja wolly, expiratie kan er inderdaad mee te maken hebben. Was vorig jaar ook elke keer.

Daar geloof ik niets van, voor het eerst sinds maanden liggen er nauwelijks optiebelangen. Er staan alleen 450 calls 24,50 open dat is verwaarloosbaar. Rest c/p bijna allemaal glad.

BultiesBrothers 19 januari 2022 19:49

1

Methanol gaat de toekomst worden
economictimes.indiatimes.com/industry...

Plan to shift inland waterways, army trucks to methanol in the works
SECTIONSPlan to shift inland waterways, army trucks to methanol in the worksBy Yogima Seth Sharma, ET BureauLast Updated: Jan 18, 2022, 06:10 AM IST
Synopsis
Methanol is a low-carbon, hydrogen carrier fuel produced from high ash coal, agricultural residue, CO2 from thermal power plants and natural gas. It is cheaper than petrol and diesel and also ethanol.

The government is working on a plan to use methanol as fuel for inland waterway transportation and in army trucks as part of a strategy to cut dependence on imported fuel, a top official told ET.

It has initiated talks with Pune-based Deccan Water Treatment Pvt. Ltd. to undertake the conversion of diesel engines so that they can run on methanol, according to the official, as the government enhances focus on green fuels. Deccan Water Treatment will do this with the help of its Swedish joint venture partner.

Methanol is a low-carbon, hydrogen carrier fuel produced from high ash coal, agricultural residue, CO2 from thermal power plants and natural gas. It is cheaper than petrol and diesel and also ethanol.

Apart from cutting India's oil NSE 0.38 % import bill, the use of methanol is also seen as a way of meeting India's commitment at the Paris Climate Conference.

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"NITI Aayog is facilitating conversion of inland waterways at Haldia, Varanasi and Allahabad under this project," the official said.

The project will be implemented through Deccan ScandiNAOS India, a 70:30 joint venture between Deccan Water Treatment and ScandiNAOS, with the latter being the technology partner.

Niti Aayog has drawn a plan to replace 20% of crude imports with methanol, which will help bring down pollution in the country by more than 40%. Under the plan, 500 barges will be converted to run on 100% methanol, replacing heavy oil or bunker oil, resulting in reduction in pollutants being released into rivers and seas.

This could be followed by conversion of army trucks to run on methanol and even diesel railway engines, as India scales up domestic production of methanol.

"Deccan ScandiNAOS India aims to drive the 'methanol economy' programme in India, in line with the government's initiative to promote and adopt alternative fuels in the country, by providing design and supply methanol fuel solutions for internal combustion engines as well as conversion for existing conventional fuel engines to run on methanol," Animesh Sarkar, chairman of the JV company said.

It is estimated that the cost of gasoline including taxes is ?94.49 per litre. The cost of ethanol including taxes on an energy equivalent basis with gasoline is ?69.9, while the cost of methanol on an energy equivalent basis with gasoline is ?37.6, making methanol more economical compared with ethanol and petrol.

Production of methanol from coal is the most economically viable option for India, with the other sources being natural gas, naphtha, biomass, etc.

BultiesBrothers 19 januari 2022 19:54

0

SUSTAINABLE ENERGY
‘Green’ fuels will cost the consumer — but we need to think long term, Maersk CEO says
PUBLISHED THU, JAN 13 202210:28 AM EST
Anmar Frangoul
KEY POINTS
According to the International Energy Agency, international shipping was responsible for approximately 2% of “global energy-related CO2 emissions in 2020.”
With concerns about sustainability mounting, the sector will need to find new ways of reducing the environmental footprint of its operations.
In this article

MAERSK.B-DK

The container ship MORTEN MÆRSK heading to Hamburg on April 22, 2020.
The container ship MORTEN MÆRSK heading to Hamburg on April 22, 2020.
eyewave | iStock Editorial | Getty Images
The CEO of shipping giant Moller-Maersk admitted to CNBC Thursday that shifting to “green” fuels would come at a cost, but emphasized the importance of focusing on the bigger picture rather than short-term pain.

Soren Skou’s comments come a day after his company said it wanted the entire business to reach net-zero greenhouse gas emissions in the year 2040, 10 years ahead of its previous goal.

“When we embark on this carbon neutrality journey, we are going to use … green fuels,” Skou, who was speaking to CNBC’s “Squawk Box Europe,” said. As a starting point, these fuels were “probably two to three times … much more expensive,” Skou said.

“But we’re looking at this over a 20 year horizon and therefore, we think that the inflationary impact will be very modest when it comes out to the consumer.”

“As an example, we are spending around $400 per container on fuels today,” Skou said. “If it triples we need to spend another $800 per container.”

“That’s of course a lot, but … inside the container you have 8,000 pairs of sneakers, for instance, so it’s 10 cents per pair of sneakers. So that’s why I think … for the consumer, it will be manageable.”

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According to the International Energy Agency, international shipping — a crucial cog in the world’s economy — was responsible for approximately 2% of “global energy-related CO2 emissions in 2020.”

With concerns about sustainability mounting and major economies and businesses around the world looking to cut emissions and meet net-zero targets, the sector will need to find new ways of reducing the environmental footprint of its operations.

Back in August, Maersk said it was ordering a number of large, ocean-going vessels able to run on what it called “carbon neutral methanol.” The firm said the vessels would be built by South Korea’s Hyundai Heavy Industries and have the capacity to carry around 16,000 containers.

Maersk said the ships would have a dual fuel engine set up, a feature which increases costs.

“Additional capital expenditure … for the dual fuel capability, which enables operation on methanol as well as conventional low Sulphur fuel, will be in the range of 10-15% of the total price,” it said.

Shipping is not unique in attempting to find more sustainable ways of powering operations. In aviation, for example, a lot of discussions have taken place about the potential of sustainable aviation fuel, or SAF.

Last October the CEO of Ryanair, Michael O’Leary, acknowledged the need for ambitious sustainable aviation fuel targets but also expressed concerns about how food prices could be affected.

During a discussion at CNBC’s “Sustainable Future Forum,” O’Leary said his firm was investing “a lot of money” with Trinity College Dublin on research into SAF.

In April 2021, the two organizations launched a sustainable aviation research center backed by a 1.5 million euro ($1.72 million) donation from the airline. As well as focusing on SAF, the center will look at noise mapping and zero-carbon propulsion systems for aircraft.

Ryanair has itself set a target of powering 12.5% of its flights with SAF by the year 2030. But speaking to CNBC’s Steve Sedgwick, O’Leary said he thought it was “a very ambitious target — I’m not sure we’ll get there.”

He went on to articulate his feelings about the wider effects of increasing SAF usage. “I do worry over the longer term, though, on sustainable aviation fuels … what’s that going to do to food prices going forward?”

“I think we’re going to reach a point in the next 10 or 20 years where there will be challenges posed not just for the airline industry, but for industry in general, around sustainable aviation fuels where it may have an upward impact on food prices.”

www.cnbc.com/2022/01/13/green-fuels-m...

Ruval 19 januari 2022 20:25

0

Dank Bultie, mooie artikelen.

Ik denk dat niemand twijfelt aan het potentieel van deze trend. Alleen weet geen hond dat OCI zich hier mee bezig houdt en daarom staat dit aandeel totaal niet in de belangstelling….

BultiesBrothers 19 januari 2022 20:31

0

DTN Retail Fertilizer Trends
Fertilizer Prices Continue Mostly Higher; MAP Moves Lower
1/19/2022 | 5:00 AM CST
Russ Quinn
By , DTN Staff Reporter
Connect with Russ:
Potash fertilizer prices are 116% more expensive than one year ago. (DTN chart)
OMAHA (DTN) -- Retail fertilizer prices continue to be mostly higher the second week of January 2022, according to retailers surveyed by DTN. However, for the first time in more than 13 months, a fertilizer was actually lower than a month ago.

None of the eight major fertilizers were up a considerable amount, another new trend. DTN designates a significant move as anything 5% or more.

Seven of the eight major fertilizers were slightly higher. DAP had an average price of $863 per ton, potash $807/ton, urea $913/ton (all-time high), 10-34-0 $796/ton, anhydrous $1,430/ton (all-time high), UAN28 $584/ton (all-time high) and UAN32 $679/ton (all-time high).

One fertilizer was actually lower compared to a month ago; this is the first time this has happened since the first week of December 2020. MAP was down just slightly and had an average price of $932/ton.

On a price per pound of nitrogen basis, the average urea price was at $0.99/lb.N, anhydrous $0.87/lb.N, UAN28 $1.04/lb.N and UAN32 $1.06/lb.N.

The Federal Reserve Board is expecting the income of U.S. farmers to drop in 2022, according to Dow Jones.

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Expectations are for income to be lower in 2022 than in 2021, as recent growth in input prices outpaced growth in agricultural commodity prices. Farmers expect this trend to continue, according to the Federal Reserve in a report published last week.

Higher costs for inputs like fertilizer, as well as fuel and transportation, are pressuring farmers' budgets globally, even as grain futures remain at high levels not seen in several years.

Retail fertilizer prices compared to a year ago show all fertilizers have increased significantly, with several fertilizers having well over 100% price increases.

MAP is now 69% more expensive, 10-34-0 is 70% higher, DAP is 78% more expensive, potash is 116% higher, urea is 145% more expensive, UAN32 is 175% higher, UAN28 178% is more expensive and anhydrous is 202% higher 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: .

A post in the University of Illinois Farm Policy News reported a couple global events could affect fertilizer supply and thus price. You can read it here: .

The recent DTN Global Fertilizer Outlook series focused attention to what the world expectation could be in 2022. This series examined the supply and demand of nutrients globally as well as what direction fertilizer prices could go in the New Year.

Read the nitrogen outlook here: .

Read the phosphorus outlook here:

Read the potash outlook here:

DRY
Date Range DAP MAP POTASH UREA
Jan 11-15 2021 486 551 373 373
Feb 8-12 2021 588 642 398 453
Mar 8-12 2021 615 690 423 483
Apr 5-9 2021 618 699 431 504
May 3-7 2021 634 705 436 514
May 31-Jun 4 2021 652 712 443 524
Jun 28-Jul 2 2021 677 721 476 542
Jul 26-30 2021 695 753 549 554
Aug 23-27 2021 697 756 569 557
Sep 20-24 2021 709 786 625 585
Oct 18-22 2021 810 863 716 735
Nov 15-19 2021 825 911 769 859
Dec 13-17 2021 858 935 796 901
Jan 10-14 2022 863 932 807 913
LIQUID
Date Range 10-34-0 ANHYD UAN28 UAN32
Jan 11-15 2021 469 474 210 247
Feb 8-12 2021 512 524 243 285
Mar 8-12 2021 581 625 306 344
Apr 5-9 2021 605 692 341 378
May 3-7 2021 618 712 358 398
May 31-Jun 4 2021 619 719 363 412
Jun 28-Jul 2 2021 625 730 366 421
Jul 26-30 2021 631 737 365 419
Aug 23-27 2021 632 748 370 420
Sep 20-24 2021 633 772 383 436
Oct 18-22 2021 659 940 451 492
Nov 15-19 2021 739 1220 571 651
Dec 13-17 2021 790 1420 579 663
Jan 10-14 2022 796 1430 584 679
Russ Quinn can be reached at

Follow him on Twitter @RussQuinnDTN

[verwijderd] 19 januari 2022 20:42

0

quote:
Ruval schreef op 19 januari 2022 20:25:
Dank Bultie, mooie artikelen.

Ik denk dat niemand twijfelt aan het potentieel van deze trend. Alleen weet geen hond dat OCI zich hier mee bezig houdt en daarom staat dit aandeel totaal niet in de belangstelling….

Omdat dit bedrijf geleid wordt als een Familie bedrijf een naar binnen gekeerde cultuur waar Sawiris de dienst uitmaakt en de rest van de aandeelhouders het maar mee moeten doen,nooit geen roadshows om je bedrijf in de kijker te zetten in de wereld van beleggers.

[verwijderd] 19 januari 2022 20:47

0

Bloomberg
Fertilizer Giant Nutrien May Be a Target for BHP, Analyst Says

1 / 2
Fertilizer Giant Nutrien May Be a Target for BHP, Analyst Says
Jen Skerritt
Wed, January 19, 2022, 5:26 PM
In this article:

NTR
+0.18%

BHP
+3.00%

(Bloomberg) -- The world’s top fertilizer producer could be a takeover target for BHP Group after a “peculiar” CEO change earlier this month, according to research from Gordon Haskett.

Most Read from Bloomberg

[verwijderd] 19 januari 2022 20:50

0

Bespaar je de moeite ook in dit artikel zal je OCI niet vinden.

Insider Monkey
10 Best Fertilizer Stocks To Buy Now
Usman Kabir
Wed, January 19, 2022, 4:01 PM
In this article:

LXU
-3.22%

IPI
-2.82%

MOS
-3.49%

CMP
-1.45%

UAN
-3.94%

NTR
+0.19%

CF
-0.73%

In this article, we discuss the 10 best fertilizer stocks to buy now. If you want to skip our detailed analysis of these stocks, go directly to the 5 Best Fertilizer Stocks To Buy Now.

Ruval 19 januari 2022 20:54

0

quote:
jessebrown schreef op 19 januari 2022 20:50:
Bespaar je de moeite ook in dit artikel zal je OCI niet vinden.

Insider Monkey
10 Best Fertilizer Stocks To Buy Now
Usman Kabir
Wed, January 19, 2022, 4:01 PM
In this article:

LXU
-3.22%

IPI
-2.82%

MOS
-3.49%

CMP
-1.45%

UAN
-3.94%

NTR
+0.19%

CF
-0.73%

In this article, we discuss the 10 best fertilizer stocks to buy now. If you want to skip our detailed analysis of these stocks, go directly to the 5 Best Fertilizer Stocks To Buy Now.

Bizar, zijn er überhaupt 10 Fertilizer companies?

BultiesBrothers 19 januari 2022 22:56

0

www.methanex.com/our-business/pricing

Methanol prijzen liggen er nogsteeds goed bij. En met hoge olie prijzen zullen deze ook hoog blijven

Vertraagd	2 mei 2024 17:37
Koers	25,440
Verschil	+0,140 (+0,55%)
Hoog	25,560
Laag	25,010
Volume	365.172
Volume gemiddeld	371.008
Volume gisteren	328.207

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

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