Vopak - Neue Erholungswelle? - 500 Beiträge pro Seite | Diskussion im Forum

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Vopak WKN: A1CYGK - ISIN: NL0009432491 Börse: Euronext in Euro / Kursstand: 46,95 Euro Die Aktie von Vopak markierte Anfang Dezember 2012 ein Hoch bei 58,07 Euro. Seit diesem Hoch befindet sich der Wert in einer Korrekturbewegung. Dabei fiel er auf …

Lesen sie den ganzen Artikel: Vopak - Neue Erholungswelle?

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inzwischen wieder unter 40 EUR; nachkaufen?

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alter Thread: VOPAK - Lagerbetreiber

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heute trading update;

Aktie leicht im plus, Geschäft zäh

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Kurs hat in den letzten Wochen angezogen, vermutlich weil Lagerkapazität angesichts des Ölpreisverfalls attraktiver geworden ist;

habe heute mal zu 52,- bis Sep15 veroptioniert

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inzwischen kamen die Jahreszahlen;

sie haben endlich die Vorzugsaktien gekillt, bei denen ich mir nie sicher war, wie ich sie berücksichtigen sollte

Netto wenig Bewegung, die Aktie ist teuer

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Antwort auf Beitrag Nr.: 48.863.375 von R-BgO am 23.01.15 12:43:20

und heute als Pendant einen short-put Mrz16@40 für 1,75 verkauft;

bringt über 4% auf 9 Monate => 5,3% p.a.

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Vopak divested its terminals in Sweden

Rotterdam, 10 June 2015


Today, Royal Vopak sold the Swedish entity Vopak Sweden AB to Inter Pipeline Ltd., a transportation and storage company based in Canada. The divested entity consists of four terminals: Vopak Terminal Gothenburg, Vopak Terminal Gävle, Vopak Terminal Malmö and Vopak Terminal Södertälje. The combined operational capacity of these terminals is 1.3 million cbm, of which 0.3 million cbm is cavern storage.

This divestment is in line with the outcome of Vopak's business review as announced on 2 July 2014. Based on this business review, Vopak has updated its terminal portfolio criteria in accordance with the changing energy and petrochemical landscape and continuing economic shift from West to East. As part of this, Vopak announced, amongst others, its decision to divest around 15 primarily smaller terminals.

The debt free enterprise value for the divestment of Vopak Sweden AB amounts to SEK 865 million, which results in net cash proceeds at completion of SEK 844 million (approximately EUR 90.7 million). In 2014 these terminals contributed less than 1% of Vopak's EBITDA. From a financial reporting perspective, the divestments will be reported in Q2 2015 and will result in a non-material exceptional result. The net cash flows resulting from this transaction will be used to execute Vopak's strategy.

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Antwort auf Beitrag Nr.: 48.863.375 von R-BgO am 23.01.15 12:43:20

der call verfällt heute wertlos

das hier kam vor rund 4 Wochen, nach dem HJ-Ergebnis:

UPDATE 1-Dutch storage company Vopak shares dive on outlook concerns
(Updates with shares tumbling, CEO comments)

By Toby Sterling

Aug 21 (Reuters) - Shares in Vopak, the Dutch oil and chemicals storage company, tumbled on Friday after it said it did not expect Asian markets to improve and that its core earnings were likely to be lower in the second half of the year.

Vopak said its first-half earnings rose 17 percent thanks to good trading conditions in North America and Europe, offset by the impact of China's economic slowdown.

But investors dumped the stock on the company's worsening outlook, sending the stock down more than 15 percent, poised for its worst trading day in nearly three decades.

The results coincided with data showing the Chinese factory sector shrank at its fastest rate in almost 6-1/2 years. .

Vopak, the world's largest independent storage tank operator, reiterated its April forecast for full year EBITDA, or earnings before interest, taxes, depreciation and amortisation, in excess of 763 million euros ($858 million) for 2015.

However, that implies a decline in the second half of the year after the company reported EBITDA of 408 million euros in the first half of 2015.

Vopak Chief Executive Eelco Hoekstra confirmed a decline in the second half was the most likely scenario.

"If you do not expect or see signals for significant improvements for the Asian results in the second half of the year...then it's more likely of course that the second half of the year is lower than the first half," he said.

To meet current guidance, the company would have to report EBITDA of at least 355 million in the second half -- which would represent a 13 percent fall from first half levels.

Vopak said the impact of divestments would also be felt in the second half of the year.

The company is in the process of divesting 15 primarily smaller terminals, which contributed around 4 percent to 2014 earnings, to focus on markets with higher demand, largely in the Middle East and Asia. ($1 = 0.8895 euros) (Additional reporting by Anthony Deutsch; Editing by Anand Basu and Keith Weir)

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Antwort auf Beitrag Nr.: 50.022.498 von R-BgO am 22.06.15 11:33:47

die Stücke werde ich wohl angedient bekommen;

deswegen noch einen weiteren short-put Sep16 mit strike 30 drunter gelegt

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Port of Rotterdam: Gate LNG throughput down 73 pct in Q1

LNG throughput volumes at the Dutch Gate terminal dropped substantially in the first quarter of this year, according to data released by the Port of Rotterdam on Wednesday.

The throughput volumes (incoming and outgoing) fell 72.6 percent on year to 142,000 tonnes of LNG, the data showed.

According to the data, Gate received 56,000 tonnes of LNG in the first quarter, down 85 percent as compared to the same period a year before.

“A substantially lower volume of LNG was re-exported to non-EU destinations in the first quarter,” the Port of Rotterdam said, adding that the throughput volumes are expected to recover over the remainder of 2016.

Gate LNG terminal, a unit of Gasunie and Vopak, said in January its customers unloaded and reloaded a total number of 49 LNG vessels last year compared to 34 ships in 2014.

The LNG terminal in the Port of Rotterdam also recently performed its first cargo transshipment directly between two LNG tankers without chilled gas passing through one of Gate’s three 180,000 cbm tanks.

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Vopak and Exmar sign agreement on FSRU transaction

Rotterdam, The Netherlands, 21 December 2016


Following the announcement on 2 September 2016 that Vopak and Exmar had started exploratory discussions on floating LNG storage and regasification, an important milestone has been reached being the signing of an agreement on the acquisition of the FSRU business of Exmar by Vopak and the possible cooperation between Vopak and Exmar in future projects.

The agreement on the acquisition envisages the transfer in stages of Exmar's participation in FSRU assets, FSRU projects under development and a corresponding part of the Exmar organisation.

The finalization of the deal is subject to consent and cooperation of multiple stakeholders including current partners in the FSRU's and customary approval from authorities. Subsequently, the ultimate scope of the transaction is dependent on the outcome of this process.

As the outcome of the scope and the timing of the completion of the acquisition is currently unknown, no further details are disclosed. Material updates will be communicated via press releases.

This press release contains inside information as meant in clause 7 of the Market Abuse Regulation.

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Antwort auf Beitrag Nr.: 54.145.319 von R-BgO am 23.01.17 19:04:28

Dutch Vopak boosting LNG business

Dutch tank storage company Vopak aims to strengthen its presence as a service provider in the liquefied natural gas (LNG) infrastructure market, according to chief executive Eelco Hoekstra.

Together with joint venture partners, Gasunie and Enagas, Vopak currently operates two terminals – the Gate LNG terminal in the port of Rotterdam and Altamira on the east coast of Mexico.

Vopak said on Friday the company’s operating profit from its LNG activities amounted to 17.3 million euros in the first half of this year, which is an 8 percent rise compared to the prior year.

However, the company’s earnings before interest and tax (EBITDA) decreased by 6 percent to 394 million euros.

Vopak said earnings would drop 5 to 10 percent in 2017 due to, among other, lower occupancy rates of its tank terminals.

“Although our EBITDA is lower compared to last year, I am encouraged with the ongoing transition of our global portfolio,” Hoekstra said.

“While focusing our business development efforts more on projects related to chemical and industrial terminals, and terminals facilitating the global gas markets, including our ambitions to strengthen our presence as a service provider in the LNG infrastructure market, we are still pursuing oil related opportunities in emerging countries,” he said.

Worth mentioning, European Commission has last month approved an LNG joint venture consisting of Vopak, Gasunie and Oiltanking. The trio aims to build a multi-service LNG terminal, including import and small-scale services in Northern Germany.

Also earlier this year Belgium’s Exmar and Vopak said that the planned transaction under which Exmar would sell its FSRU business to the Dutch company will not continue.

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heute short-put geschrieben:

mär18@35,00 zu 2,53

sind 7,2% Rabatt auf den aktuellen Kurs

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die Kapitalrenditen früherer Jahre schaffen sie irgendwie nicht mehr...

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2018 war so, so:

Umsatzrückgang & Gewinnzuwachs, Divi von 1,05 auf 1,10