Yara Q1 2022
Det ser ut til å være et godt kvartal. https://newsweb.oslobors.no/message/560105
Kan noen forklare meg hvorfor Yara faller på børsen?
Kan noen forklare meg hvorfor Yara faller på børsen?
UerfarenInvest
27.04.2022 kl 09:29
4809
Fallet må være relatert til siste oppdatering rundt situasjonen rundt gass.
totto11
21.06.2022 kl 14:31
4403
Noen som vet når man må eie aksjen for å ta del i utbytte? Er det måneskifte juni juli? Eller er det siste dag før generalforsamlingen?
UerfarenInvest
21.06.2022 kl 14:57
4349
De gir (normal) utbytter 1 gang i året.
Så det er ikke (planlagt) noe utbytte igjen før våren 2023.
Så det er ikke (planlagt) noe utbytte igjen før våren 2023.
Tiur11
21.06.2022 kl 15:43
4319
De siste to åra er det betalt ut tilleggsutbytte på høsten(september/oktober) og det vil jeg tro skjer i år også.
Det var jo et veldig godt 1.kvartal
Det var jo et veldig godt 1.kvartal
Fluefiskeren
24.06.2022 kl 13:45
3747
Men det er rart at den har falt mye mer enn hovedindeksen over de tre siste ukene.
Traderèn
26.06.2022 kl 15:30
3578
Fra Arctic..
YARA: RAISING TARGET
We reit. Buy and raise target to NOK 525 (500)
Q2/22 due 19 July
We expect EBITDA of USD 1,521m so we are 16% above consensus at USD 1,314m
Higher nitrogen prices once again offset higher nat gas assumptions
Two key uncertainties: i) volume deliveries, ii) urea price differentials
We see 30-50 NOK in extraordinary divi potential per share on top of 40 NOK ordinary
YARA: RAISING TARGET
We reit. Buy and raise target to NOK 525 (500)
Q2/22 due 19 July
We expect EBITDA of USD 1,521m so we are 16% above consensus at USD 1,314m
Higher nitrogen prices once again offset higher nat gas assumptions
Two key uncertainties: i) volume deliveries, ii) urea price differentials
We see 30-50 NOK in extraordinary divi potential per share on top of 40 NOK ordinary
Fluefiskeren
26.06.2022 kl 15:36
3570
Veldig fint dersom vi får så mye utbytte igjen. Kursen tok seg veldig raskt opp igjen etter vårens utbytte.
Benyttet anledingen til å doble på fredag.
Benyttet anledingen til å doble på fredag.
Redigert 26.06.2022 kl 15:37
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Traderèn
26.06.2022 kl 15:47
3554
Her er fra DNB 4 mai.
Yara (BUY, NOK600) says it will evaluate a potential stock listing of a minority share in Yara Clean Ammonia. The purpose of the IPO is said to be able to raise capital to accelerate its growth.
ABG Sundal Collier and J.P. Morgan have been retained by Yara to advise on the evaluation of a potential IPO of YCA.
Yara has been looking to partner up with others in order to build up its clean ammonia unit. A potential stock listing should not have any immediate impact on the NPV of the business unit in question, in our view. Neutral
Yara (BUY, NOK600) says it will evaluate a potential stock listing of a minority share in Yara Clean Ammonia. The purpose of the IPO is said to be able to raise capital to accelerate its growth.
ABG Sundal Collier and J.P. Morgan have been retained by Yara to advise on the evaluation of a potential IPO of YCA.
Yara has been looking to partner up with others in order to build up its clean ammonia unit. A potential stock listing should not have any immediate impact on the NPV of the business unit in question, in our view. Neutral
Traderèn
26.06.2022 kl 15:49
3554
Her er fra DNB 4 mai.
Yara (BUY, NOK600) says it will evaluate a potential stock listing of a minority share in Yara Clean Ammonia. The purpose of the IPO is said to be able to raise capital to accelerate its growth.
ABG Sundal Collier and J.P. Morgan have been retained by Yara to advise on the evaluation of a potential IPO of YCA.
Yara has been looking to partner up with others in order to build up its clean ammonia unit. A potential stock listing should not have any immediate impact on the NPV of the business unit in question, in our view. Neutral..
25 mars
Yara:
Yara (BUY, NOK575) we estimate the running EPS to have come up by USD0.4 to a level of level of USD27.7 this week. A EUR40/t increase in the CAN price contributed to a USD1.3 uplift in the running EPS. This was accompanied by a USD20/t increase in the price of urea, which contributed to a USD0.2 uplift in the running EPS. A USD1.9/Mmbtu increase in the EU natural gas price had a USD0.8 negative running EPS effect, while FX and other effects had a negative USD0.3 running EPS contribution. With a share price of NOK448, and a running EPS of USD27.7, Yara is now trading at a P/E multiple of 1.9x (avg. since 2005 of 10.9x).
Yara (BUY, NOK600) says it will evaluate a potential stock listing of a minority share in Yara Clean Ammonia. The purpose of the IPO is said to be able to raise capital to accelerate its growth.
ABG Sundal Collier and J.P. Morgan have been retained by Yara to advise on the evaluation of a potential IPO of YCA.
Yara has been looking to partner up with others in order to build up its clean ammonia unit. A potential stock listing should not have any immediate impact on the NPV of the business unit in question, in our view. Neutral..
25 mars
Yara:
Yara (BUY, NOK575) we estimate the running EPS to have come up by USD0.4 to a level of level of USD27.7 this week. A EUR40/t increase in the CAN price contributed to a USD1.3 uplift in the running EPS. This was accompanied by a USD20/t increase in the price of urea, which contributed to a USD0.2 uplift in the running EPS. A USD1.9/Mmbtu increase in the EU natural gas price had a USD0.8 negative running EPS effect, while FX and other effects had a negative USD0.3 running EPS contribution. With a share price of NOK448, and a running EPS of USD27.7, Yara is now trading at a P/E multiple of 1.9x (avg. since 2005 of 10.9x).
Tiur11
26.06.2022 kl 17:38
3461
altså de tror 70-90 kroner pr.aksje i utbytte/ekstrautbytte til høsten?
Fluefiskeren
26.06.2022 kl 17:54
3437
Jeg forstår det slik at det er samlet utbytteutbetalinger i 2022. Vi har jo fått 40 kr allerede.
Spennende med fri aksjer nytt selskap.