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OCI 2023

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  1. forum rang 6 BultiesBrothers 6 februari 2023 14:06
    quote:

    Dartzeiler schreef op 6 februari 2023 13:57:

    [...]

    Juiste keuze!
    Zo zie ik het ook. Succes en op naar de €40,- Mooi briesje vandaag en een zonnetje erbij. Ik ga zo even heerlijk zeilen.
    Beter van wel, want dan kan ik van nog een beetje hypotheek naar hypotheekloos op mn volgende huis.
    Wel zo prettig...
  2. forum rang 10 nine_inch_nerd 6 februari 2023 14:13
    quote:

    effegenoeg schreef op 6 februari 2023 13:58:

    [...]

    Ik zou zeggen kom er bij.
    We kunnen nog wel enige bodemstampers er bij gebruiken.
    Zoals je inmiddels vernomen hebt zijn de secundaire omstandigheden goed te noemen.
    -lol-
    Ik was er bij tot net na de uitkering dividend eind 2022 en toen mijn positie verkocht rond de €39.

    De relatie met de aardgas prijs is niet positief (minder voordeel gehedgde aardgas door OCI) en daling kunstmestprijzen en ik weet dat in Geleen de fabrieken van OCI niet vol draaien, maar nogmaals de duurzame richting van dit bedrijf spreekt me aan en de financiële toestand (veel geld komt er nog binnen en schuld is nihil) is optimaal.
  3. forum rang 8 objectief 6 februari 2023 14:55
    quote:

    Dividenhunter schreef op 6 februari 2023 14:51:

    Wow...... dit zijn nog eens goede berichten!

    www.iex.nl/Nieuws/766422/OCI-selectee...

    Ik heb er net nog wat bij gekocht op € 30,22 volgens mij hebben we nu echt de bodem verlaten en gaat de koers weer rap naar de € 38 - € 39,-
    Andere beleggers zien dat schijnbaar niet, want het is geld uitgeven om in 2025 aan evt. te verdienen.
  4. forum rang 6 BultiesBrothers 6 februari 2023 15:08
    quote:

    nine_inch_nerd schreef op 6 februari 2023 14:13:

    [...]

    -lol-
    Ik was er bij tot net na de uitkering dividend eind 2022 en toen mijn positie verkocht rond de €39.

    De relatie met de aardgas prijs is niet positief (minder voordeel gehedgde aardgas door OCI) en daling kunstmestprijzen en ik weet dat in Geleen de fabrieken van OCI niet vol draaien, maar nogmaals de duurzame richting van dit bedrijf spreekt me aan en de financiële toestand (veel geld komt er nog binnen en schuld is nihil) is optimaal.
    Geleen draait weer, aldus ICIS mapje van Europa.
    Daar staat geeen curtailment of 'reduced rates' bij OCI Nitrogen.
    Denk dat ze volop draaien met geimporteerd ammoniak vanuit MENA
  5. forum rang 10 nine_inch_nerd 6 februari 2023 15:17
    quote:

    BultiesBrothers schreef op 6 februari 2023 15:08:

    [...]

    Geleen draait weer, aldus ICIS mapje van Europa.
    Daar staat geeen curtailment of 'reduced rates' bij OCI Nitrogen.
    Denk dat ze volop draaien met geimporteerd ammoniak vanuit MENA
    Oké. Mijn ervaring en waarneming was inderdaad van enkele weken geleden (begin januari nog effe terug bij mijn oude werknemer op de chemelotsite geweest). Mooi om te horen, dan.
  6. forum rang 6 NewKidInTown 6 februari 2023 15:40
    Ik moet wel even achter m'n oren krabben.....

    Marketscreener zegt over OCI:

    Weaknesses

    According to Standard & Poor's' forecast, revenue growth prospects are expected to be very low for the next fiscal years.
    The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
    For the last four months, the sales outlook for the coming years has been revised downwards. No recovery of the group's activities is yet foreseen.
    For the last few months, analysts have been revising downwards their earnings forecast.
    The average price target of analysts who are interested in the stock has been significantly revised downwards over the last four months.
    The average consensus view of analysts covering the stock has deteriorated over the past four months.
    Over the past twelve months, analysts' consensus has been significantly revised downwards.
    Prospects from analysts covering the stock are not consistent. Such dispersed sales estimates confirm the poor visibility into the group's activity.
    The group usually releases earnings worse than estimated.
  7. forum rang 6 BultiesBrothers 6 februari 2023 16:13
    quote:

    NewKidInTown schreef op 6 februari 2023 15:40:

    Ik moet wel even achter m'n oren krabben.....

    Marketscreener zegt over OCI:

    Weaknesses

    According to Standard & Poor's' forecast, revenue growth prospects are expected to be very low for the next fiscal years.
    The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
    For the last four months, the sales outlook for the coming years has been revised downwards. No recovery of the group's activities is yet foreseen.
    For the last few months, analysts have been revising downwards their earnings forecast.
    The average price target of analysts who are interested in the stock has been significantly revised downwards over the last four months.
    The average consensus view of analysts covering the stock has deteriorated over the past four months.
    Over the past twelve months, analysts' consensus has been significantly revised downwards.
    Prospects from analysts covering the stock are not consistent. Such dispersed sales estimates confirm the poor visibility into the group's activity.
    The group usually releases earnings worse than estimated.
    linkje?
  8. forum rang 6 BultiesBrothers 6 februari 2023 16:14
    quote:

    NewKidInTown schreef op 6 februari 2023 15:40:

    Ik moet wel even achter m'n oren krabben.....

    Marketscreener zegt over OCI:

    Weaknesses

    According to Standard & Poor's' forecast, revenue growth prospects are expected to be very low for the next fiscal years.
    The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
    For the last four months, the sales outlook for the coming years has been revised downwards. No recovery of the group's activities is yet foreseen.
    For the last few months, analysts have been revising downwards their earnings forecast.
    The average price target of analysts who are interested in the stock has been significantly revised downwards over the last four months.
    The average consensus view of analysts covering the stock has deteriorated over the past four months.
    Over the past twelve months, analysts' consensus has been significantly revised downwards.
    Prospects from analysts covering the stock are not consistent. Such dispersed sales estimates confirm the poor visibility into the group's activity.
    The group usually releases earnings worse than estimated.
    Dan moet je ook de strengths hier neer zetten he...
    Anders denk men dat dat het hele verhaal is van S en P

    www.marketscreener.com/quote/stock/OC...
  9. forum rang 6 BultiesBrothers 6 februari 2023 16:14
    Summary
    The company has strong fundamentals. More than 70% of companies have a lower mix of growth, profitability, debt and visibility.
    According to Refinitiv, the company's ESG score for its industry is good.
    Strengths
    The company's EBITDA/Sales ratio is relatively high and results in high margins before depreciation, amortization and taxes.
    The equity is one of the most attractive in the market with regard to earnings multiple-based valuation.
    Given the positive cash flows generated by its business, the company's valuation level is an asset.
    The company is one of the best yield companies with high dividend expectations.
    Over the last twelve months, the sales forecast has been frequently revised upwards.
    For the past year, analysts covering the stock have been revising their EPS expectations upwards in a significant manner.
    The average target price set by analysts covering the stock is above current prices and offers a tremendous appreciation potential.
    Weaknesses
    According to Standard & Poor's' forecast, revenue growth prospects are expected to be very low for the next fiscal years.
    The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
    For the last four months, the sales outlook for the coming years has been revised downwards. No recovery of the group's activities is yet foreseen.
    For the last few months, analysts have been revising downwards their earnings forecast.
    The average price target of analysts who are interested in the stock has been significantly revised downwards over the last four months.
    The average consensus view of analysts covering the stock has deteriorated over the past four months.
    Over the past twelve months, analysts' consensus has been significantly revised downwards.
    Prospects from analysts covering the stock are not consistent. Such dispersed sales estimates confirm the poor visibility into the group's activity.
    The group usually releases earnings worse than estimated.
  10. Dartzeiler 6 februari 2023 16:43
    quote:

    NewKidInTown schreef op 6 februari 2023 15:40:

    Ik moet wel even achter m'n oren krabben.....

    Marketscreener zegt over OCI:

    Weaknesses

    According to Standard & Poor's' forecast, revenue growth prospects are expected to be very low for the next fiscal years.
    The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
    For the last four months, the sales outlook for the coming years has been revised downwards. No recovery of the group's activities is yet foreseen.
    For the last few months, analysts have been revising downwards their earnings forecast.
    The average price target of analysts who are interested in the stock has been significantly revised downwards over the last four months.
    The average consensus view of analysts covering the stock has deteriorated over the past four months.
    Over the past twelve months, analysts' consensus has been significantly revised downwards.
    Prospects from analysts covering the stock are not consistent. Such dispersed sales estimates confirm the poor visibility into the group's activity.
    The group usually releases earnings worse than estimated.
    Ik moest me ook even achter de oren krabben bij het weglaten van de sterke punten in de verhandeling over OCI door marketscreener ...........

    zo gaan we hier niet met elkaar om. Het ruikt naar manipulatie.

    Dank BultiesBrothers voor de volledige tekst en link
  11. forum rang 4 Porscheknakker 6 februari 2023 17:39
    Eindveiling 225.737 stuks. Ongeveer het aantal van de hele dag. Koers ff met een duppie omlaag gedrukt. Wie zouden deze koersdrukkers kunnen zijn? Ik wacht toch nog met bijkopen. Cijfers afwachten lijkt me het beste.
  12. forum rang 6 BultiesBrothers 6 februari 2023 17:50
    Het meest bijzondere vind ik dat we uit de pas lopen met CF en Yara.
    Met CF staan we YTD -10% verschil...
    Beide stikstofkunstmesten..
    Zal wel buy back van CF zijn die volop draait.
  13. eduardo3105 6 februari 2023 18:13
    OCI
    @oci_nv
    ·
    4 u
    We're pleased to select
    @Lindeplc
    as our partner to supply #clean #hydrogen and #nitrogen to our new #blueammonia facility under development in Beaumont, Texas.
  14. Er is meer dan de Beurs 6 februari 2023 19:07
    quote:

    De Porscheknakker schreef op 6 februari 2023 17:53:

    Shortpositie staat op 0.
    Dat weten we niet, shortposities boven de 0.5% staan op 0. De eventueel resterende kleinere posities worden niet geregistreerd. In theorie kan dat in totaal nog maximaal 5.31% zijn maar waarschijnlijk veel en veel lager.
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