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Aandeel OCI AEX:OCI.NL, NL0010558797

  • 25,600 17 mei 2024 16:09
  • +0,080 (+0,31%) Dagrange 25,250 - 25,700
  • 65.288 Gem. (3M) 350,7K

OCI 2024

835 Posts
Pagina: «« 1 2 3 4 5 6 ... 42 »» | Laatste | Omlaag ↓
  1. silverbullet 13 januari 2024 07:16
    quote:

    anders schreef op 12 januari 2024 17:51:

    Drama
    OCI aandelen zijn beste te combineren met schrijven van PUTS en CALLS door het grillige koersverloop en dus spread groot is valt hier goed geld mee te verdienen
    Je kan de klok erop gelijk zetten dat OCI extra bewegelijk is omdat expiratie weer in zicht is

    Overigens valt het me op dat er steeds meer valt te verdienen in opties dan alleen LONG zitten
    Andere aanraders zijn JET, Alfen, AMG, Corbion, en Aalberts
    Vette premies te behalen met korte looptijd 1 tot max 3 maanden.
  2. forum rang 6 BultiesBrothers 14 januari 2024 22:40
    Nitrogen
    Indian tender yields lower Urea prices but market may be set for a price rebound for January and into February

    The Indian Urea tender offers were opened this week, with low offers of $316/t (west coast India) and $329/t (east coast India). As usual, the Indians countered all offers at these numbers, with around 650,000t being confirmed. This is lower than the 800,000t that the Indians are seeking – perhaps indicative of the low number being unpalatable for most of the participants and maybe also a sign that the urea market is not as oversupplied as many believe. The Indian domestic market remains well-stocked with urea thus the secured tender volume does not pose any concerns. The Indians are likely to wait until March for their next tender. The big unknown at this point is whether the 650,000t fixed under the tender is enough to tighten the urea supply-demand balance (and therefore support higher prices) or will producers find themselves under pressure to shift volumes during February.

    The Indian tender price translates to a Middle East FOB urea price of low $290s per ton, which is the low end of the Middle East price range. Buying activity from a number of traders pulled urea prices up late in the week and we saw some spot prices in the Middle East approaching $330/t. The average price for the week, which is the basis of our price, was around $315/t, which is lower than last week but in practice, Middle East urea price has moved up.

    Sales of Egyptian urea, which mostly goes to Europe, sparked to life this week with the price running up almost $40/t. Much of this activity is explained by traders with European obligations rushing to cover their requirements for the short term. Such a big run up in prices could be an early indication of urea prices starting to firm across the globe. A strong urea market at this time of year would be normal and the weakening prices of the past month are a deviation from historical trends.

    The Brazilian market was extremely subdued and traders trying to test that market with higher prices received zero interest – Brazil has adequate urea inventory for now and with the crop price outlook continuing to look gloomy, Brazilian fertilizer buyers are happy to remain out of the market.

    In North America interest in urea cargoes remains very quiet but the US supply-demand outlook indicates that they are probably short of urea for spring and American buying is expected to increase during this month and through February. If urea prices do start running up, this may prompt US buyers to return to the market more rapidly – which is likely to fuel an ever faster rise in urea prices for this quarter.

    China is expected to remain absent from the international urea market until at least February, so we may well see urea prices firming for the next 3-4 weeks and the return of China, if that does indeed occur in February, may be the next test for urea prices. Our view is that urea prices could well run into the mid-$300s (i.e. $350/t of thereabouts) but above that level a lot of supply gets pulled into the market, especially from sanctioned origins like Russia and Iran, which is likely to balance supply and demand and create a ceiling for prices.

    Demand for Ammonium sulphate has picked up this week, from both fertilizer and industrial users, which has supported a small increase in price. Chinese prices for both crystalline and granular grades rose by $5/t – with urea prices showing signs of firming too, amsul may well see higher prices in the coming weeks.

    Ammonium nitrate prices continue to suffer from lack of demand in Western Europe due to ongoing wet weather hampering farming operations. In Eastern Europe and Russia, local demand has been reasonable and most AN production in that region has been sold into the domestic market. CAN prices are flat and urea still represents a much cheaper form of nitrogen, which has seen EU buyers focus on sourcing urea over CAN/AN despite the rising urea price.

    Ammonia prices in Far East Asia took a big drop this week but this transaction was limited to one small cargo. Elsewhere ammonia prices were unchanged – demand is reported to be very limited in almost all regions, which suggests prices may remain under pressure. Most of the major ammonia export producers appear to have sufficient sales already booked such that they are not chasing new business.
  3. forum rang 9 nine_inch_nerd 15 januari 2024 13:30
    HSBC verhoogt koersdoel OCI

    Gepubliceerd door Trivano.com op 15 januari 2024 om 12:58
    HSBC heeft de aandelen van OCI maandag opnieuw positief beoordeeld. De analisten van HSBC herhaalden het advies kopen voor de aandelen van OCI.

    Het koersdoel werd verhoogd van 25,00 naar 32,50 EUR. Dat betekent dat de analisten verwachten dat de aandelen van OCI met 29% kunnen stijgen vanaf de huidige koers van 25,15 EUR. Daarmee is HSBC heel wat positiever dan de gemiddelde analist, die de koers van OCI met 7% ziet stijgen tot 26,80 EUR.
  4. forum rang 6 BultiesBrothers 15 januari 2024 13:32
    quote:

    nine_inch_nerd schreef op 15 januari 2024 13:30:

    HSBC verhoogt koersdoel OCI

    Gepubliceerd door Trivano.com op 15 januari 2024 om 12:58
    HSBC heeft de aandelen van OCI maandag opnieuw positief beoordeeld. De analisten van HSBC herhaalden het advies kopen voor de aandelen van OCI.

    Het koersdoel werd verhoogd van 25,00 naar 32,50 EUR. Dat betekent dat de analisten verwachten dat de aandelen van OCI met 29% kunnen stijgen vanaf de huidige koers van 25,15 EUR. Daarmee is HSBC heel wat positiever dan de gemiddelde analist, die de koers van OCI met 7% ziet stijgen tot 26,80 EUR.

    Misschien was dat de reden van de korte stijging vanochtend?
    We hebben nog wat goed te maken na dik groene beurs van vrijdag waar wij niet aan mee deden...
  5. forum rang 6 Kruimeldief 19 januari 2024 12:25
    Ik hoop dat het inderdaad stilte voor de storm is, maar daarvoor moeten we wachten op de presentatie van OCI. Vóór die tijd verwacht ik geen significant nieuws over de toekomstplannen en hoe het er financieel uit gaat zien de komende jaren qua Ebitda en op korte termijn voor ons qua kapitaalterugbetaling. Geduld, helaas, maar dat kennen we al vele jaren en blijft soms lastig op te brengen.
    Op 12 februari weten we (iets?) meer.
835 Posts
Pagina: «« 1 2 3 4 5 6 ... 42 »» | Laatste |Omhoog ↑

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