Meststoffen
Re: Meststoffen
Maar voor die mijn aankoopkoers bereikt... (van de jaren stillekes toen ze een moeilijk uitspreekbare naam hadden)goudhaantje schreef: ↑05 aug 2020 19:45Een andere major in de sector is Nutrien, ticker NTR, ook deze heeft de laatste maanden een mooi parcours gereden, van 25 $ midden maart tot 35.70 $ momenteel.
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.
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Re: Meststoffen
Bedankt voor de informatie. Verwaarlozing van de opslag (na inbeslagname van een tankerlading) van ammonium nitraat schijnt de oorzaak te zijn van de catastrofe in Libanon.joni schreef: ↑05 aug 2020 09:33Het afvalproduct van kunstmest, doet het véél beter op de beurs, tenminste voor wie omschakelde naar dat afvalproduct..….
(los van het feit dat boeren, steeds minder kunstmest mogen gebruiken per hectare)
In 1942 hadden ze daar ervaring mee in Tessenderlo, nu in Libanon opnieuw….
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.
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goudhaantje
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- Lid geworden op: 11 feb 2017 15:58
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Re: Meststoffen
Ook hier goede resultaten dit kwartaal 'Kunstmestproducent CF Industries (+1,7%) rapporteerde een sterke bedrijfskasstroom van 490 miljoen dollar.'
First Pacific, Goldfields, Zijin mining , Ur-energy ,Imerys, Savencia , Yara International , Carlsberg Korea Electric Power, Sprott Physical Uranium, Vranken, Hummingbird Resources, EVS,Etex , ThermoFisher,NVent,Pentair,Brederode,Pan American silver, Far Eastern Consortium,Tessenderlo, Bayer,GBL
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goudhaantje
- Forum gebruiker
- Berichten: 194
- Lid geworden op: 11 feb 2017 15:58
- waarderingen: 74
Re: Meststoffen
Ik heb voor de merger van Potash Corp of Saskatchewan en Agrium mijn positie omgeruild voor Mosaic en dat is ook nog geen succesverhaal gebleken.sjos schreef: ↑06 aug 2020 07:27Maar voor die mijn aankoopkoers bereikt... (van de jaren stillekes toen ze een moeilijk uitspreekbare naam hadden)goudhaantje schreef: ↑05 aug 2020 19:45Een andere major in de sector is Nutrien, ticker NTR, ook deze heeft de laatste maanden een mooi parcours gereden, van 25 $ midden maart tot 35.70 $ momenteel.
First Pacific, Goldfields, Zijin mining , Ur-energy ,Imerys, Savencia , Yara International , Carlsberg Korea Electric Power, Sprott Physical Uranium, Vranken, Hummingbird Resources, EVS,Etex , ThermoFisher,NVent,Pentair,Brederode,Pan American silver, Far Eastern Consortium,Tessenderlo, Bayer,GBL
-
goudhaantje
- Forum gebruiker
- Berichten: 194
- Lid geworden op: 11 feb 2017 15:58
- waarderingen: 74
Re: Meststoffen
Degelijke Q resultaten van Nutrien dankzij de oplopende prijzen :
Nutrien has published its 1Q21 results, with net earnings of US$133 million (US$0.22 diluted earnings per share). 1Q21 adjusted net earnings were US$165 million, or US$0.29 per share, and adjusted EBITDA was US$806 million.
“Our earnings and free cash flow results highlight the strength of our integrated business model, execution of strategic initiatives and the recovery in global agricultural markets. Nutrien delivered a record first quarter for Retail and strong fertilizer volumes and margins,” commented Mayo Schmidt, Nutrien’s President and CEO.
“Crop prices and cash margins are at multi-year highs and growers are responding accordingly with increased seeded acreage and a focus on maximising yields and our team at Nutrien is supporting them at every level. We are delivering the end-to-end services and products they need including our full suite of crop inputs, digital tools and innovative and sustainable solutions that help achieve higher yields. This is a very exciting time for Nutrien, and the team is focused on executing Nutrien’s strategy and achieving operational excellence across our business,” added Schmidt.
Nutrien generated US$476 million in free cash flow in 1Q21, more than double that in 1Q20, while adjusted EBITDA increased by nearly 60% compared to 1Q20.
Potash adjusted EBITDA increased 33% in 1Q21 compared to the same period in 2020, due to higher net realised selling prices and sales volumes. Potash sales volumes were near record levels for a first quarter due to continued strong demand in North American and offshore markets. Potash cash cost of product manufactured was US$57/t in 1Q21, down US$3/t from the same period in 2020, despite headwinds from a stronger Canadian dollar.
Nitrogen adjusted EBITDA increased 27% in 1Q21 compared to the same quarter in 2020 primarily due to higher net realised selling prices. Sales volumes decreased due to lower opening inventories this year after a strong fall application season and reduced production in Trinidad
Nutrien has published its 1Q21 results, with net earnings of US$133 million (US$0.22 diluted earnings per share). 1Q21 adjusted net earnings were US$165 million, or US$0.29 per share, and adjusted EBITDA was US$806 million.
“Our earnings and free cash flow results highlight the strength of our integrated business model, execution of strategic initiatives and the recovery in global agricultural markets. Nutrien delivered a record first quarter for Retail and strong fertilizer volumes and margins,” commented Mayo Schmidt, Nutrien’s President and CEO.
“Crop prices and cash margins are at multi-year highs and growers are responding accordingly with increased seeded acreage and a focus on maximising yields and our team at Nutrien is supporting them at every level. We are delivering the end-to-end services and products they need including our full suite of crop inputs, digital tools and innovative and sustainable solutions that help achieve higher yields. This is a very exciting time for Nutrien, and the team is focused on executing Nutrien’s strategy and achieving operational excellence across our business,” added Schmidt.
Nutrien generated US$476 million in free cash flow in 1Q21, more than double that in 1Q20, while adjusted EBITDA increased by nearly 60% compared to 1Q20.
Potash adjusted EBITDA increased 33% in 1Q21 compared to the same period in 2020, due to higher net realised selling prices and sales volumes. Potash sales volumes were near record levels for a first quarter due to continued strong demand in North American and offshore markets. Potash cash cost of product manufactured was US$57/t in 1Q21, down US$3/t from the same period in 2020, despite headwinds from a stronger Canadian dollar.
Nitrogen adjusted EBITDA increased 27% in 1Q21 compared to the same quarter in 2020 primarily due to higher net realised selling prices. Sales volumes decreased due to lower opening inventories this year after a strong fall application season and reduced production in Trinidad
First Pacific, Goldfields, Zijin mining , Ur-energy ,Imerys, Savencia , Yara International , Carlsberg Korea Electric Power, Sprott Physical Uranium, Vranken, Hummingbird Resources, EVS,Etex , ThermoFisher,NVent,Pentair,Brederode,Pan American silver, Far Eastern Consortium,Tessenderlo, Bayer,GBL
Re: Meststoffen
En een klein jaar later:sjos schreef: ↑04 aug 2020 19:50Volop en dit sinds jaaaaren.goudhaantje schreef: ↑04 aug 2020 18:46Een van de sectoren die weinig last van de corona crisis gaat hebben is de landbouw en in het verlengde daarvan de messtofproducenten. Gegeten gaat er nog steeds worden en ondanks de honderd duizenden corona slachtoffers daalt de wereldbevolking niet. Na het diepe dal waar uit de sector komt lijken de genoteerde bedrijven terug hogere region en op te zoeken. Zelf heb Ik Mosaic, Yara en Phosagro in portefeuille, zijn er nog hier die geinvesteerd hebben?
Momenteel: Mosaic Company (The)
USD 15,54 +1,86 (+13,60%)
Mosaic +5,22% aan 36,49 USDollar..
Nutrien +2,11% aan 60,54 USDollar. Deze maand werd het Jaar Hoog bereikt aan 62,37.
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.
Re: Meststoffen
Nutrien: Fertilizer Names Are The New Cloud Stocks In 2021
May 13, 2021
Summary
Elevated spot prices across all agricultural commodities, particularly corn and soybeans, are fueling demand for Nutrien's products.
Nutrien is a global leader in the production of potash and nitrogen. Prices remain elevated due to supply and demand mismatches present throughout commodity markets.
The fertilizer producer also operates a network of 2,000-plus retail locations across seven countries. The Nutrien Ag Solutions retail segment accounts for roughly a third of annual EBITDA.
I'm "bullish" on NTR with a five-year price target of $122 on the stock.
The value camp remains atop the market in 2021, unseating investors' long-standing thirst for growth at any cost. A coup of sorts in the markets. Driven by a world economy reawakening from a pandemic, with a full tank of central government stimulus. While the recovery trade continues to play out, the inflation fear narrative has led to a swift rise in interest rates and contracting P/E ratios. The seismic shift from growth to value has investors revamping their portfolios. Fertilizer names have quickly become the new "cloud stocks" of 2021, just a different cloud... a pungent one.
The high fashion color palate of the equity markets went from a clean shade of renewable energy "green" in 2020 to more of a John Deere look in 2021. Agricultural commodity prices continue to rise, with corn and soybean spot prices doubling over the last 12 months. Elevated prices will likely persist beyond 2021, incentivizing producers to focus on higher crop yields and expanding the utilization of arable acreage. Sounds a lot like the constrained semiconductor industry, except in the world of agriculture, potash and nitrogen are the technological inputs of choice.
Formed in 2018, with the merger of Agrium and PotashCorp, Nutrien Ltd. (NTR) has become the largest global provider of crop inputs, services, and solutions. Nutrien ranks as the world's largest producer of potash and the third-largest producer of Nitrogen. On the surface, Nutrien could easily be overlooked, characterized as simply a commodity play, forever hitched to the underlying.
However, in addition to producing over 23 tonnes of potash/nitrogen per year, Nutrien also operates 2,000-plus retail locations in seven countries. Nutrien Ag Solutions accounts for 33% of annual EBITDA, while sales of potash and nitrogen make up the remainder. We see the retail vertical as a buoy, smoothing out the natural level of volatility commodity-based businesses typically face. The Nutrien Ag Solutions vertical reduces the probability of downside earnings surprises, while also acting as a primary driver of future growth.
Adoption of Nutrien's Digital Hub continues to rise, with 18% of retail sales occurring on the platform in Q1 2021. Online purchases have risen materially from the 10% level of retail sales seen in Q1 2020. Efficiencies associated with the digital offering helped push retail margins to 22% in Q1 2021. A large opportunity exists here, and Nutrien's online offering is picking up steam. Digital revenues totaled $359M in the most recent quarter, more than doubling over the last 12 months.
To those relatively new to our screening process, when placing a five-year price target on a company’s common shares, the BSN app puts a high emphasis on “visible sustainable growth.” Extended growth forecasts come with their own set of limitations. Statistically speaking, the further out we forecast, the lower our confidence interval becomes around modeled expectations. To combat confidence interval slippage, we look for signs of earnings growth visibility. As the degree of earnings visibility increases, so do the chances that our growth assumptions will be observed.
The favorable pricing environment across all three segments of Nutrien's business provides a lengthy runway for sustainable EPS growth. Over the last three years, Nutrien has grown EPS at a CAGR of over 18%. I would argue that NTR's business environment looks to be more favorable over the next five years than it did over the previous three years (which includes the pandemic), yet we are only using an annual growth rate of 17.3%. We are being a bit conservative here, given that 65% of the EBITDA is highly correlated to the price of potash and nitrogen. Prices tend to cut both ways over the long haul.
In terms of fundamentals, Nutrien has what the market judges are looking for on the equity catwalk in 2021: A forward P/E ratio around 20, an EPS growth rate above 15%, a PEG ratio in the neighborhood of 1.0, and throw in a dividend yield of 3.0%. Is it any surprise that this fashion-forward fertilizer name gets an A+ Value Grade, and a 5-year price target of $122.
Next, we need to gauge the current momentum and near-term performance history for shares of Nutrien. NTR has risen more than 85%-plus during the last year, providing consistent market out-performance, while boasting a market Beta below 1.0 and a respectable dividend yield of 3.0%. We remain "bullish" on Nutrien, and has been a strong alpha contributor, to both our Premier Growth and our Dividend & Growth strategies.
For a name that has risen over 85% in the last year, the chart for Nutrien looks healthy and consistent. From August of 2020 to mid-April of 2021, shares of Nutrien refused to break previously set support levels, following up each test with a new 52-week high. The recent pullback in NTR may provide a near-term entry point. The 50-day MA of $56, serves as the first line of support, a level the stock has spent little time below over the last year. If the second level of support at $52 were to give way, the chart could deteriorate quickly. An unlikely outcome in our view, when supply and demand mismatches in agricultural commodities, are expected to persist well into 2022. We currently have NTR ranked #141 in our BSN database, putting it in the top 2.5% of names covered.
In the topsy-turvy market of 2021, fertilizer stocks don't stink. Nutrien is well-positioned to capitalize on the constructive pricing environment for potash and nitrogen. With near-term supply/demand mismatches expected to keep corn and soybean prices elevated into 2022, utilizing additional arable acreage just makes economic sense. Higher prices for Nutrien's products, incentives for growers to increase crop yields, and management's unwavering focus on improving operational efficiencies, continue to drive margin expansion. Translating into sustainable EPS growth. We give shares of Nutrien two thumbs up... two "green" thumbs.
bron: https://seekingalpha.com/article/442841 ... ks-in-2021
May 13, 2021
Summary
Elevated spot prices across all agricultural commodities, particularly corn and soybeans, are fueling demand for Nutrien's products.
Nutrien is a global leader in the production of potash and nitrogen. Prices remain elevated due to supply and demand mismatches present throughout commodity markets.
The fertilizer producer also operates a network of 2,000-plus retail locations across seven countries. The Nutrien Ag Solutions retail segment accounts for roughly a third of annual EBITDA.
I'm "bullish" on NTR with a five-year price target of $122 on the stock.
The value camp remains atop the market in 2021, unseating investors' long-standing thirst for growth at any cost. A coup of sorts in the markets. Driven by a world economy reawakening from a pandemic, with a full tank of central government stimulus. While the recovery trade continues to play out, the inflation fear narrative has led to a swift rise in interest rates and contracting P/E ratios. The seismic shift from growth to value has investors revamping their portfolios. Fertilizer names have quickly become the new "cloud stocks" of 2021, just a different cloud... a pungent one.
The high fashion color palate of the equity markets went from a clean shade of renewable energy "green" in 2020 to more of a John Deere look in 2021. Agricultural commodity prices continue to rise, with corn and soybean spot prices doubling over the last 12 months. Elevated prices will likely persist beyond 2021, incentivizing producers to focus on higher crop yields and expanding the utilization of arable acreage. Sounds a lot like the constrained semiconductor industry, except in the world of agriculture, potash and nitrogen are the technological inputs of choice.
Formed in 2018, with the merger of Agrium and PotashCorp, Nutrien Ltd. (NTR) has become the largest global provider of crop inputs, services, and solutions. Nutrien ranks as the world's largest producer of potash and the third-largest producer of Nitrogen. On the surface, Nutrien could easily be overlooked, characterized as simply a commodity play, forever hitched to the underlying.
However, in addition to producing over 23 tonnes of potash/nitrogen per year, Nutrien also operates 2,000-plus retail locations in seven countries. Nutrien Ag Solutions accounts for 33% of annual EBITDA, while sales of potash and nitrogen make up the remainder. We see the retail vertical as a buoy, smoothing out the natural level of volatility commodity-based businesses typically face. The Nutrien Ag Solutions vertical reduces the probability of downside earnings surprises, while also acting as a primary driver of future growth.
Adoption of Nutrien's Digital Hub continues to rise, with 18% of retail sales occurring on the platform in Q1 2021. Online purchases have risen materially from the 10% level of retail sales seen in Q1 2020. Efficiencies associated with the digital offering helped push retail margins to 22% in Q1 2021. A large opportunity exists here, and Nutrien's online offering is picking up steam. Digital revenues totaled $359M in the most recent quarter, more than doubling over the last 12 months.
To those relatively new to our screening process, when placing a five-year price target on a company’s common shares, the BSN app puts a high emphasis on “visible sustainable growth.” Extended growth forecasts come with their own set of limitations. Statistically speaking, the further out we forecast, the lower our confidence interval becomes around modeled expectations. To combat confidence interval slippage, we look for signs of earnings growth visibility. As the degree of earnings visibility increases, so do the chances that our growth assumptions will be observed.
The favorable pricing environment across all three segments of Nutrien's business provides a lengthy runway for sustainable EPS growth. Over the last three years, Nutrien has grown EPS at a CAGR of over 18%. I would argue that NTR's business environment looks to be more favorable over the next five years than it did over the previous three years (which includes the pandemic), yet we are only using an annual growth rate of 17.3%. We are being a bit conservative here, given that 65% of the EBITDA is highly correlated to the price of potash and nitrogen. Prices tend to cut both ways over the long haul.
In terms of fundamentals, Nutrien has what the market judges are looking for on the equity catwalk in 2021: A forward P/E ratio around 20, an EPS growth rate above 15%, a PEG ratio in the neighborhood of 1.0, and throw in a dividend yield of 3.0%. Is it any surprise that this fashion-forward fertilizer name gets an A+ Value Grade, and a 5-year price target of $122.
Next, we need to gauge the current momentum and near-term performance history for shares of Nutrien. NTR has risen more than 85%-plus during the last year, providing consistent market out-performance, while boasting a market Beta below 1.0 and a respectable dividend yield of 3.0%. We remain "bullish" on Nutrien, and has been a strong alpha contributor, to both our Premier Growth and our Dividend & Growth strategies.
For a name that has risen over 85% in the last year, the chart for Nutrien looks healthy and consistent. From August of 2020 to mid-April of 2021, shares of Nutrien refused to break previously set support levels, following up each test with a new 52-week high. The recent pullback in NTR may provide a near-term entry point. The 50-day MA of $56, serves as the first line of support, a level the stock has spent little time below over the last year. If the second level of support at $52 were to give way, the chart could deteriorate quickly. An unlikely outcome in our view, when supply and demand mismatches in agricultural commodities, are expected to persist well into 2022. We currently have NTR ranked #141 in our BSN database, putting it in the top 2.5% of names covered.
In the topsy-turvy market of 2021, fertilizer stocks don't stink. Nutrien is well-positioned to capitalize on the constructive pricing environment for potash and nitrogen. With near-term supply/demand mismatches expected to keep corn and soybean prices elevated into 2022, utilizing additional arable acreage just makes economic sense. Higher prices for Nutrien's products, incentives for growers to increase crop yields, and management's unwavering focus on improving operational efficiencies, continue to drive margin expansion. Translating into sustainable EPS growth. We give shares of Nutrien two thumbs up... two "green" thumbs.
bron: https://seekingalpha.com/article/442841 ... ks-in-2021
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.
Re: Meststoffen
The Mosaic Company
Year-To-Date Performance: +58.5%
Market Cap: $13.1 Billion
The Mosaic Company (NYSE:MOS), through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients worldwide. The company's assets include phosphate rock mines in Florida, Louisiana, Brazil and Peru, and potash mines in New Mexico, Saskatchewan, and Brazil.
As one of the world’s leading fertilizer makers, it has benefitted from a potent combination of a booming farm economy and a surge in agricultural commodity prices, which recently climbed to their highest levels in almost a decade.
Year-to-date, Mosaic shares have gained 58.5%, easily outperforming the broader market by a wide margin. Even more impressive, shares have more than tripled in value in the last 12 months, jumping 232%, as soaring corn and soybean prices boosted investor sentiment on the producer of potash and phosphate fertilizers.
MOS stock reached a new all-time high of $38.22 yesterday, before closing at $36.47, giving the Tampa, Florida-based agriculture giant a market cap of around $13.1 billion.
Mosaic announced earnings and revenue which easily topped consensus estimates when it released first quarter financial results earlier this month.
Earnings per share soared more than 1,000% from the year-ago period to $0.57, better than expectations for EPS of $0.53. Revenue, meanwhile, climbed 28% year-over-year to $2.30 billon, benefitting from higher sales volumes, and rising grain prices.
Comparatively, Mosaic posted a loss of $0.06 per share in the same period last year on revenue of $1.8 billion.
Looking ahead, Mosaic’s management said the outlook for the rest of 2021 continues to be favorable, citing strong demand and pricing fundamentals for crop nutrients.
Taking this into account, MOS shares looked poised for further appreciation in the months ahead.
Honorable mentions: Nutrien (NYSE:NTR), FMC (NYSE:FMC), and CF Industries (NYSE:CF)
May 19, 2021
bron: https://www.investing.com/analysis/2-va ... -200581062?
goudhaantje liked last! Year-To-Date Performance: +58.5%
Market Cap: $13.1 Billion
The Mosaic Company (NYSE:MOS), through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients worldwide. The company's assets include phosphate rock mines in Florida, Louisiana, Brazil and Peru, and potash mines in New Mexico, Saskatchewan, and Brazil.
As one of the world’s leading fertilizer makers, it has benefitted from a potent combination of a booming farm economy and a surge in agricultural commodity prices, which recently climbed to their highest levels in almost a decade.
Year-to-date, Mosaic shares have gained 58.5%, easily outperforming the broader market by a wide margin. Even more impressive, shares have more than tripled in value in the last 12 months, jumping 232%, as soaring corn and soybean prices boosted investor sentiment on the producer of potash and phosphate fertilizers.
MOS stock reached a new all-time high of $38.22 yesterday, before closing at $36.47, giving the Tampa, Florida-based agriculture giant a market cap of around $13.1 billion.
Mosaic announced earnings and revenue which easily topped consensus estimates when it released first quarter financial results earlier this month.
Earnings per share soared more than 1,000% from the year-ago period to $0.57, better than expectations for EPS of $0.53. Revenue, meanwhile, climbed 28% year-over-year to $2.30 billon, benefitting from higher sales volumes, and rising grain prices.
Comparatively, Mosaic posted a loss of $0.06 per share in the same period last year on revenue of $1.8 billion.
Looking ahead, Mosaic’s management said the outlook for the rest of 2021 continues to be favorable, citing strong demand and pricing fundamentals for crop nutrients.
Taking this into account, MOS shares looked poised for further appreciation in the months ahead.
Honorable mentions: Nutrien (NYSE:NTR), FMC (NYSE:FMC), and CF Industries (NYSE:CF)
May 19, 2021
bron: https://www.investing.com/analysis/2-va ... -200581062?
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.
Re: Meststoffen
Het Duitse K+S heeft deze morgen haar Jaar Hoog bereikt 11,06 (27.05.2021).
Momenteel: 11,02EUR +0,40EUR +3,77%
K+S: Die Aktie hebt ab - der Grund ist Politik
Die Papiere von K+S haben am Mittwoch mit fast 4 Prozent Kursplus ihre jüngsten Gewinne ausgebaut. Die Aktien des Düngerkonzerns steuern mit gut 10,61 Euro wieder auf das jüngste Zwischenhoch bei 10,94 Euro zu. Der Grund hat nichts mit einer bestimmten Meldung des MDAX-Konzerns zu tun, sondern mit Politik.
Denn einige Anleger spekulierten bereits den Handelstagen über angesichts der angespannten Lage zwischen der EU und Belarus auf Sanktionen gegen den Dünger-Konkurrenten Belaruskali (BPC). Und diese soll es nun auch tatsächlich geben.
BPC habe 2020 etwa 17 Prozent des weltweiten Kalimarktes ausgemacht, sagte ein Marktteilnehmer. Zudem sei das Unternehmen einer der wichtigsten Devisenbeschaffer des Landes in US-Dollar. Gerade in Westeuropa könnten Sanktionen zu einer Kalidünger-Verknappung führen, was günstig für K+S wäre.
Stopp erneut nachziehen!
Es dürfte spannend werden, wie lange sich der politisch bedingte Höhenflug von Kaliproduzenten wie K+S fortsetzen wird. Angesichts der robusten Entwicklung von zahlreichen Agrarrohstoffen sowie der Kalipreise sind die Aussichten für die Aktie aber ohnehin relativ gut. Da auch das Chartbild bullish bleibt, können mutige Anleger weiterhin zugreifen. Dabei sollte das Investment aber unbedingt mit einem Stoppkurs abgesichert werden. Dieser sollte nun auf 8,10 Euro nachgezogen werden.
bron: https://www.deraktionaer.de/artikel/akt ... 3sU8n0XjZA
goudhaantje liked last! Momenteel: 11,02EUR +0,40EUR +3,77%
K+S: Die Aktie hebt ab - der Grund ist Politik
Die Papiere von K+S haben am Mittwoch mit fast 4 Prozent Kursplus ihre jüngsten Gewinne ausgebaut. Die Aktien des Düngerkonzerns steuern mit gut 10,61 Euro wieder auf das jüngste Zwischenhoch bei 10,94 Euro zu. Der Grund hat nichts mit einer bestimmten Meldung des MDAX-Konzerns zu tun, sondern mit Politik.
Denn einige Anleger spekulierten bereits den Handelstagen über angesichts der angespannten Lage zwischen der EU und Belarus auf Sanktionen gegen den Dünger-Konkurrenten Belaruskali (BPC). Und diese soll es nun auch tatsächlich geben.
BPC habe 2020 etwa 17 Prozent des weltweiten Kalimarktes ausgemacht, sagte ein Marktteilnehmer. Zudem sei das Unternehmen einer der wichtigsten Devisenbeschaffer des Landes in US-Dollar. Gerade in Westeuropa könnten Sanktionen zu einer Kalidünger-Verknappung führen, was günstig für K+S wäre.
Stopp erneut nachziehen!
Es dürfte spannend werden, wie lange sich der politisch bedingte Höhenflug von Kaliproduzenten wie K+S fortsetzen wird. Angesichts der robusten Entwicklung von zahlreichen Agrarrohstoffen sowie der Kalipreise sind die Aussichten für die Aktie aber ohnehin relativ gut. Da auch das Chartbild bullish bleibt, können mutige Anleger weiterhin zugreifen. Dabei sollte das Investment aber unbedingt mit einem Stoppkurs abgesichert werden. Dieser sollte nun auf 8,10 Euro nachgezogen werden.
bron: https://www.deraktionaer.de/artikel/akt ... 3sU8n0XjZA
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.
Re: Meststoffen
KT trend alvast positief .... vooruitzichten van Nutrien
SASKATOON, Saskatchewan--(BUSINESS WIRE)-- Nutrien Ltd (TSX and NYSE: NTR) announced today that it expects to increase potash production by approximately half a million tonnes in the second half of 2021 compared to earlier expectations, in response to tightening global potash market conditions. Nutrien has a flexible network of six world-class potash mines with competitively positioned, available capacity that it can utilize to help supply global demand.
“We are responding to strong market fundamentals to ensure our customers have the crop inputs they need to feed a growing population. Our network of flexible production and extensive logistics is designed to provide reliable supply and we have a unique ability to be agile and respond to changing market conditions. Our potash asset portfolio is optimally positioned to meet customer needs and drive shareholder value,” commented Ken Seitz, Nutrien’s Executive Vice President and CEO of Potash.
Domestic and offshore potash sales volumes are currently fully committed through September, based on our original production profile for 2021. Nutrien will be actively hiring additional employees and adapting its resources to help increase production across most of its potash mines, ramping up its Vanscoy facility in particular, and will ensure the highest safety standards are maintained in the process.
Nutrien expects these actions to result in upward revisions to potash-related guidance for the second half of 2021 from both a volume and EBITDA perspective, which will be addressed in second-quarter 2021 results. Nutrien continues to actively monitor the market and evaluate other potential options to further increase production if demand warrants it and may provide additional information in this regard at a later date.
goudhaantje liked last!
SASKATOON, Saskatchewan--(BUSINESS WIRE)-- Nutrien Ltd (TSX and NYSE: NTR) announced today that it expects to increase potash production by approximately half a million tonnes in the second half of 2021 compared to earlier expectations, in response to tightening global potash market conditions. Nutrien has a flexible network of six world-class potash mines with competitively positioned, available capacity that it can utilize to help supply global demand.
“We are responding to strong market fundamentals to ensure our customers have the crop inputs they need to feed a growing population. Our network of flexible production and extensive logistics is designed to provide reliable supply and we have a unique ability to be agile and respond to changing market conditions. Our potash asset portfolio is optimally positioned to meet customer needs and drive shareholder value,” commented Ken Seitz, Nutrien’s Executive Vice President and CEO of Potash.
Domestic and offshore potash sales volumes are currently fully committed through September, based on our original production profile for 2021. Nutrien will be actively hiring additional employees and adapting its resources to help increase production across most of its potash mines, ramping up its Vanscoy facility in particular, and will ensure the highest safety standards are maintained in the process.
Nutrien expects these actions to result in upward revisions to potash-related guidance for the second half of 2021 from both a volume and EBITDA perspective, which will be addressed in second-quarter 2021 results. Nutrien continues to actively monitor the market and evaluate other potential options to further increase production if demand warrants it and may provide additional information in this regard at a later date.
