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OCI NL0010558797

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OCI 2024

2.803 Posts
Pagina: «« 1 ... 94 95 96 97 98 ... 141 »» | Laatste | Omlaag ↓
  1. The wolf of Duck Street 14 oktober 2024 12:58

    • The wolf of Duck Street

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    Ik begrijp niet goed waarom OCI zich op methanol zou gaan richten. Dan ga je toch niet eerst dat onderdeel verkopen. Dat bij dit soort deal deels wordt uitgekeerd in aandelen van de kopende partij (in dit geval Methanex) is meestal omdat de kopende partij niet teveel schulden aan wilt gaan, dan maar een stukje uitbetaling in aandelen.
  2. forum rang 6 Kruimeldief 14 oktober 2024 13:08

    • Kruimeldief

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    quote:

    mike65537 schreef op 14 oktober 2024 12:42:

    Andere analist heeft artikel "OCI: Schip met geld onderweg" geschreven. Auteur heeft volgens mij wel wat inspiratie opgedaan in dit forum :)
    Mag URL hier niet noemen.

    Deze analist denkt dat OCI zich op Methanol gaat richten.
    Mooi artikel; krijg het net in mijn mailbox. Zit ook een uitleg bij m.b.t. omrekening van de opties na uitkering. Hij zit zelf ook long.
  4. Pehe 14 oktober 2024 16:19

    • Pehe

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    quote:

    Kruimeldief schreef op 14 oktober 2024 13:08:

    [...]
    Mooi artikel; krijg het net in mijn mailbox. Zit ook een uitleg bij m.b.t. omrekening van de opties na uitkering. Hij zit zelf ook long.
    Is het wellicht mogelijk enkele inzichten uit dit artikel hier te delen?
  5. forum rang 6 Kruimeldief 14 oktober 2024 18:13

    • Kruimeldief

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    quote:

    Pehe schreef op 14 oktober 2024 16:19:

    [...]

    Is het wellicht mogelijk enkele inzichten uit dit artikel hier te delen?
    Hoe optie-series worden herberekend, is voor iedereen vrij te vinden in documentatie van Euronext als je naar de ratio-methode gaat zoeken:

    live.euronext.com/sites/default/files...

    Voor de rest kun je er van zeggen:
    De koersdoelen lopen richting 30-33 euro. Uitgaande van een koers van 27 euro: na het ontkoppelen van de superdividenden blijft er een aandeel over van 13 euro, met:

    Een deel cash
    Een deel zit in aandelen Methanex waarvan ze nu zo’n 13% bezitten (ca 420 mln dollar),
    En nog de kunstmestactiva in Geleen
    De totale waarde laat zich ongeveer berekenen op 10,8 miljard dollar plus dan nog de earn out regeling met Fertiglobe. Onduidelijke variabele in deze is de hoeveelheid schuld er zal staan einde jaar.

    Zet je die (inclusief afbouwen ammonia fabriek) op 3 miljard dollar dan komt de waarde van de aandelen uit op (middenprik) 7.8 miljard dollar.

    Per aandeel is dat (in euro’s) 33,5 dollar. Als er dan 14.50 euro uitgekeerd wordt houd je 19 euro over. Met een koers van 27 euro blijft er straks, na uitkeringen, een koers van 12,5-13 euro over.

    Hoewel veel analisten een hold hebben staan op OCI is, afhankelijk van de kansen die je toedicht aan methanol, het aandeel niet duur straks. Uiteraard blijf je afhankelijk van de grillen van de familie Sawiris en waar zij nu weer investeringskansen zien.
  7. pietje33 15 oktober 2024 07:08

    • pietje33

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    “ Per aandeel is dat (in euro’s) 33,5 dollar. Als er dan 14.50 euro uitgekeerd wordt houd je 19 euro over.”

    Wat klopt hier niet ..
  8. forum rang 6 keffertje 15 oktober 2024 07:25

    • keffertje

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    quote:

    pietje33 schreef op 15 oktober 2024 07:08:

    “ Per aandeel is dat (in euro’s) 33,5 dollar. Als er dan 14.50 euro uitgekeerd wordt houd je 19 euro over.”

    Wat klopt hier niet ..
    een euro is geen dollar. Ben ik door naar de volgende ronde? :)
  10. forum rang 6 Kruimeldief 15 oktober 2024 08:48

    • Kruimeldief

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    quote:

    keffertje schreef op 15 oktober 2024 07:25:

    [...]

    een euro is geen dollar. Ben ik door naar de volgende ronde? :)
    Denk het wel. Snel uitgerekend had daar moeten staan iets van 35,5 dollar en 32,5 € i.p.v 33,5 €.
  15. Gladiator72 15 oktober 2024 14:52

    • Gladiator72

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    Oct 15 (Reuters) - ADNOC::FERTIGLOBE BECOMES ADNOC'S PLATFORM FOR LOW-CARBON AMMONIA GROWTH GLOBALLY.ADNOC COMPLETES ACQUISITION OF MAJORITY STAKE IN FERTIGLOBE FROM OCI GLOBAL, INCREASING ITS SHAREHOLDING TO 86.2%.Further company coverage: . (Reporting by Md Manzer Hussain). ((mdmanzer.hussain@thomsonreuters.com; +91 8067498453;)).
  16. forum rang 6 BultiesBrothers 15 oktober 2024 15:00

    • BultiesBrothers

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    Dit is nog relevanter: het MT vertrekt, ofwel OCI wordt volledig geluiqideerd:

    OCI Global Announces Leadership Changes
    Download PDF
    AMSTERDAM, 15 October 2024: OCI Global (Euronext: OCI) (“OCI” or the “Company”) a leading global producer and distributor of hydrogen products today announced that Mr. Ahmed El-Hoshy has informed the Board that he will resign as CEO of OCI after more than four years in the role, and that he will continue as the CEO of Fertiglobe on a full-time basis, to lead it through its next phase of growth. Mr. Hassan Badrawi, OCI’s current Chief Financial Officer will assume responsibility as Chief Executive Officer of OCI. Mr. Beshoy Guirguis, OCI’s current Vice President of Global Growth and Transformation, and Chief Financial Officer of OCI US Nitrogen will assume the role of Chief Financial Officer of OCI. All changes will become effective immediately.

    Nassef Sawiris, Executive Chairman of OCI commented: “I want to express my appreciation for Ahmed’s significant contribution over the last 15 years, for his leadership and dedication, and to wish him continued success in his onward journey with Fertiglobe. Looking to OCI’s future, we are entering a new development phase with a refocus on investments and M&A, facilitated by a multi-billion-dollar equity investment capacity (excluding incremental dividend distributions to be announced), an exceptional management team and a superior track record. Since 2000, OCI has returned approximately USD 20 billion of capital[1] to its shareholders, or an equivalent approximate 40% IRR[2]. Going forward, OCI as a listed vehicle will continue to deploy its entrepreneurial, intellectual and financial capital in the same pursuit of creating shareholder value. I very much welcome Hassan’s appointment as CEO, a 23-year OCI veteran who brings with him a wealth of directly relevant experience to this new stage of growth in his prior capacity as CFO and Head of M&A having been responsible for OCI’s recent strategic review, its successful outcome and having overseen our USD 15 billion cement exit in 2008. I am very confident that under Hassan’s leadership, OCI will continue to create long-term value for our shareholders, advancing an extraordinary legacy and track record to date.”

    Ahmed El-Hoshy, Chief Executive Officer of OCI commented: “Over the past 15 years, I have witnessed OCI emerge as a global leader in fertilizers and chemicals. I am honored to have been a part of this incredible journey and to have contributed to OCI’s success on behalf of all our stakeholders. It has been a privilege to lead OCI and I am extremely proud of what we have built together, and of the enduring value and goodwill that has been created. I am grateful to my colleagues, to the Board and to all our shareholders for their unwavering commitment and support over the years. I look forward to the next chapter with Fertiglobe and am certain that OCI is poised for continued success.”

    In his Chief Executive role, Mr. El-Hoshy has led the Company’s strategy to prioritize value accretive decarbonization growth across its global portfolio to become an industry leader in the ammonia and methanol sectors. Over the last year, Mr. El-Hoshy has played an integral role in the successful divestment of several business to strategic buyers to unlock significant value for shareholders. Previously, Mr. El-Hoshy led the growth of OCI’s US and European businesses, as well as being heavily involved in the creation and subsequent initial public offering of Fertiglobe in 2021. Since joining OCI in 2009, Mr. El-Hoshy has held several positions across the Group including Global Chief Operating Officer, Chief Executive Officer of OCI Americas, and Director of Business Development and Investments.

    In his capacity as Group Chief Financial Officer reporting into the Executive Chair and the Board of Directors, Mr. Badrawi has been instrumental in directing OCI’s M&A activities, in leading OCI’s financial and capital markets strategy, and in assuming responsibility for the Finance, Investor Relations and Communications functions. Since joining OCI in 2001, Mr. Badrawi has held various leadership positions across Finance, Investor Relations, M&A, Corporate and Business Development, Strategy and Project Management. Mr. Badrawi also served on the Board of OCI Global and Fertiglobe.

    Mr. Guirguis currently serves as Vice President of Global Growth and Transformation, and Chief Financial Officer of OCI’s US Nitrogen business. Previously, Mr. Guirguis was Chief Financial Officer of OCI Americas, including OCI Partners prior to its delisting. Since late 2011, Mr Guirguis has been a key part of the leadership team responsible for OCI’s growth and build out in North America, undertaking various roles including project development and financial management, and has extensive experience in the financial, industrial, and petrochemical industries.

    [1] Includes the announced EUR 14.5 per share distribution and ~USD 2.4 billion of non-cash returns

    [2] Management estimate

    -Ends-
  17. Gladiator72 15 oktober 2024 15:06

    • Gladiator72

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    AMSTERDAM, 15 October 2024: OCI Global (Euronext: OCI) (“OCI” or the “Company”) announces today that it will pay an interim extraordinary distribution of EUR 14.5 per share in aggregate (USD 3.4 billion) following the successful completion of the sale of Iowa Fertilizer Company LLC (“IFCo”) to Koch AG & Energy Solutions in August, and the successful completion of the sale of its shares in Fertiglobe (ADX: FERTIGLB) to Abu Dhabi National Oil Company P.J.S.C. announced today.

    The distribution will be made pursuant to the resolutions of OCI’s general meeting adopted on 25 April 2024 and 21 August 2024 respectively, and the latter resolution being subject to a creditor opposition period expiring on 23 October 2024.

    Payment of the extraordinary distribution is expected to take place on 14 November 2024, subject to no creditors having opposed the distribution. The ex-dividend date is expected to be 28 October and record date to be 29 October.

    The distribution will be made as a repayment of capital or, at the election of the shareholder, as a payment from the profit reserve and subject to Dutch Dividend Withholding Tax. Shareholders that do not make a choice will participate in the repayment of capital. A choice for one option implies an opt-out of the other option.

    The expected cumulative crystallization of approximately USD 11.6 billion gross proceeds from OCI’s recently announced sales affords OCI significant flexibility to deliver on its capital allocation priorities, including deleveraging at a gross level as well as returning a meaningful quantum of capital to shareholders. The Company will communicate potential further extraordinary dividend distributions in due course.
  18. forum rang 6 BultiesBrothers 15 oktober 2024 15:07

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    AMSTERDAM, 15 October 2024: OCI Global (Euronext: OCI) (“OCI” or the “Company”) announces today that it will pay an interim extraordinary distribution of EUR 14.5 per share in aggregate (USD 3.4 billion) following the successful completion of the sale of Iowa Fertilizer Company LLC (“IFCo”) to Koch AG & Energy Solutions in August, and the successful completion of the sale of its shares in Fertiglobe (ADX: FERTIGLB) to Abu Dhabi National Oil Company P.J.S.C. announced today.

    The distribution will be made pursuant to the resolutions of OCI’s general meeting adopted on 25 April 2024 and 21 August 2024 respectively, and the latter resolution being subject to a creditor opposition period expiring on 23 October 2024.

    Payment of the extraordinary distribution is expected to take place on 14 November 2024, subject to no creditors having opposed the distribution. The ex-dividend date is expected to be 28 October and record date to be 29 October.

    The distribution will be made as a repayment of capital or, at the election of the shareholder, as a payment from the profit reserve and subject to Dutch Dividend Withholding Tax. Shareholders that do not make a choice will participate in the repayment of capital. A choice for one option implies an opt-out of the other option.

    The expected cumulative crystallization of approximately USD 11.6 billion gross proceeds from OCI’s recently announced sales affords OCI significant flexibility to deliver on its capital allocation priorities, including deleveraging at a gross level as well as returning a meaningful quantum of capital to shareholders. The Company will communicate potential further extraordinary dividend distributions in due course.

    About OCI Global

    Learn more about OCI at www.oci-global.com. You can also follow OCI on LinkedIn.

    Contact Details
  19. Gladiator72 15 oktober 2024 15:11

    • Gladiator72

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    Enkel wijzigingen in het management. CEO vertrekt, CFO wordt de nieuwe CEO. Er wordt ook gezegd: "The Company will communicate potential further extraordinary dividend distributions in due course."
  20. forum rang 6 BultiesBrothers 15 oktober 2024 15:13

    • BultiesBrothers

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    Gaat dit tweede bedrag, 2.4 miljard over uitkering na aanleiding verkoop Clean Ammonia?
    [1] Includes the announced EUR 14.5 per share distribution and ~USD 2.4 billion of non-cash returns
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