die neue Norske Skog (NSKOG)
eröffnet am 05.12.19 21:43:36 von
neuester Beitrag 05.02.23 13:38:09 von
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ID: 1.316.525
ID: 1.316.525
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ISIN: NO0010861115 · WKN: A2PTK2 · Symbol: 0BQ
3,1260
EUR
-3,58 %
-0,1160 EUR
Letzter Kurs 17:20:45 Frankfurt
Neuigkeiten
Werte aus der Branche Holzindustrie
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 20,030 | +9,45 | |
| 16,850 | +8,08 | |
| 15.500,00 | +7,64 | |
| 1,2500 | +5,04 | |
| 27,58 | +4,99 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 14,420 | -6,67 | |
| 0,6700 | -6,94 | |
| 3,8500 | -7,23 | |
| 43,99 | -8,32 | |
| 7,4100 | -9,52 |
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Antwort auf Beitrag Nr.: 70.808.336 von faultcode am 11.02.22 12:36:50
"Normalised profitability"
ich war heute in einem Staples-Laden in Auflösung. Dachte, ich könnte nochmal billig Büropapier DIN A4 kaufen.Pustekuchen! Die wollten glatt EUR12 für 500 Blatt und dann läppische -15%. Ich sehe, woanders im 2500-Seitenpack zahlt man so EUR7...8 pro 500 Seiten.
2015 hat sowas noch EUR4.39 gekostet: https://de.statista.com/statistik/daten/studie/466090/umfrag…
=> Norske Skog’s schreibt daher auch zum Q1 u.a.:
Outlook:
...
The significant capacity closures and conversion to packaging paper in the industry continues to positively impact the market balance for publication paper. Additional capacity closures have been announced for 2022 and 2023. Operating rates are expected to remain high for the industry during 2022.
...
https://www.norskeskog.com/investors/press-releases/english-…
siehe auch:
das gilt aber nur für PUBLICATION PAPER EUROPE, nicht PUBLICATION PAPER AUSTRALASIA (stabil)
=> also in Europa ist PUBLICATION PAPER das neue Gold
Endlich geht es aufwärts
Antwort auf Beitrag Nr.: 70.808.297 von faultcode am 11.02.22 12:32:56
4.2.
Profitability normalising in challenging environment
https://www.norskeskog.com/about-norske-skog/press-room/pres…
...
Norske Skog’s EBITDA in the fourth quarter of 2021 was NOK 422 million, an increase from NOK 111 million in the third quarter of 2021. Sales prices for all grades increased in the quarter as a necessary consequence of unprecedented high energy costs in Europe and a tightened publication paper market situation following significant capacity closures and post Covid-19 demand recovery. The European mills operated at full capacity during the quarter.
“The substantial price increases in the European markets during the fourth quarter were a direct consequence of the unprecedented volatility and price level in the European energy market, and was necessary following several quarters of low or negative cash flows. Following significant capacity closures in the industry over the past 18 months, the demand for publication paper now exceeds available capacity,” says Sven Ombudstvedt, CEO of Norske Skog.
...
...
Outlook
Energy and raw material markets remain highly volatile and uncertain into 2022. The unprecedented increases for the largest input factors, particularly energy, do not show signs of being alleviated any time soon. The continued high prices for energy, recovered paper and other input costs into 2022 have resulted in further necessary publication paper price increases for all grades in Europe.
The significant capacity closures and conversion to packaging paper in the industry have positively impacted the market balance for publication paper. Additional capacity closures have been announced for 2022 and 2023.
Operating rates are expected to remain high for the industry well into 2022.
The waste-to-energy facility at Norske Skog Bruck is in the commissioning phase and is expected to reach full operations in the second quarter. Once fully operational, the facility will substantially reduce gas consumption and thus CO2-emissions for the Norske Skog Bruck site.
Norske Skog carries out preparatory groundwork for establishing packaging paper production at both Norske Skog Bruck and Norske Skog Golbey, and performs necessary commercial market preparations. Production of packaging paper is expected to start at Norske Skog Bruck in the fourth quarter of 2022, and at Norske Skog Golbey in the fourth quarter of 2023.
...
Profitability normalising in challenging environment
https://www.norskeskog.com/about-norske-skog/press-room/pres…
...
Norske Skog’s EBITDA in the fourth quarter of 2021 was NOK 422 million, an increase from NOK 111 million in the third quarter of 2021. Sales prices for all grades increased in the quarter as a necessary consequence of unprecedented high energy costs in Europe and a tightened publication paper market situation following significant capacity closures and post Covid-19 demand recovery. The European mills operated at full capacity during the quarter.
“The substantial price increases in the European markets during the fourth quarter were a direct consequence of the unprecedented volatility and price level in the European energy market, and was necessary following several quarters of low or negative cash flows. Following significant capacity closures in the industry over the past 18 months, the demand for publication paper now exceeds available capacity,” says Sven Ombudstvedt, CEO of Norske Skog.
...
...
Outlook
Energy and raw material markets remain highly volatile and uncertain into 2022. The unprecedented increases for the largest input factors, particularly energy, do not show signs of being alleviated any time soon. The continued high prices for energy, recovered paper and other input costs into 2022 have resulted in further necessary publication paper price increases for all grades in Europe.
The significant capacity closures and conversion to packaging paper in the industry have positively impacted the market balance for publication paper. Additional capacity closures have been announced for 2022 and 2023.
Operating rates are expected to remain high for the industry well into 2022.
The waste-to-energy facility at Norske Skog Bruck is in the commissioning phase and is expected to reach full operations in the second quarter. Once fully operational, the facility will substantially reduce gas consumption and thus CO2-emissions for the Norske Skog Bruck site.
Norske Skog carries out preparatory groundwork for establishing packaging paper production at both Norske Skog Bruck and Norske Skog Golbey, and performs necessary commercial market preparations. Production of packaging paper is expected to start at Norske Skog Bruck in the fourth quarter of 2022, and at Norske Skog Golbey in the fourth quarter of 2023.
...
Trading Spotlight
Antwort auf Beitrag Nr.: 65.447.580 von faultcode am 21.10.20 02:09:05
Norske Skog, Q1 2021 presentation, 23 April 2021
ansonsten:
Norske Skog, Q1 2021 presentation, 23 April 2021
ansonsten:
Antwort auf Beitrag Nr.: 62.091.533 von faultcode am 05.12.19 22:00:25
https://finance.yahoo.com/quote/NSKOG.OL?p=NSKOG.OL
ansonsten:
27.06.19
--> 2023H1 ist schon arg spät nach meinem Geschmack
https://finance.yahoo.com/quote/NSKOG.OL?p=NSKOG.OL
ansonsten:
27.06.19
Zitat von faultcode: ...--> und für diese anvisierten Umbauten (für Verpackungspapiere) brauchen sie natürlich (frisches) Geld. Geld was ihnen offenbar Oceanwood nicht (mehr) geben kann oder will...
--> 2023H1 ist schon arg spät nach meinem Geschmack
ein Problem bleibt: CEO Ombudstvedt
...das sehe ich gerade aus dem Q3-Bericht:
für mich gilt immer noch:
10.07.19
Zitat von faultcode: ...--> meine Meinung: die Person Sven Ombudstvedt fängt an toxisch zu werden
--> manche Leute wissen einfach nicht, wann es Zeit ist zu gehen
--> so holten einen neuen Managing Director ohne Norske Skog-Vergangenheit. Vielleicht soll der sich als Nachfolger empfehlen. Das kann aber dauern:
29 August 2019
Bjørn Einar Ugedal becomes new Managing Director at Norske Skog Skogn
https://www.norskeskog.com/About-Norske-Skog/Press-room/Arti…
--> Skogn hat nur 390 Mitarbeiter
Geld kommt in die Kasse (hoffentlich):
9.10.2019
Norske Skog to close Albury newsprint mill and sell site to Visy
https://www.euwid-paper.com/news/singlenews/Artikel/norske-s…
The closure is meant to reduce newsprint capacity by 265,000 tpy, addressing overcapacity issues in the newsprint market in Australasia. Albury site could be converted to packaging paper production.
Norske Skog is announcing the closure of its Albury newsprint mill in Australia. Newsprint production is to be discontinued by the end of December 2019, cutting production capacity by 265,000 tpy.
Norske Skog will sell the Albury site to Australia's paper and packaging company and expects the transaction to be closed in the first quarter next year. Norske Skog puts the purchase price for the Albury mill, including certain related assets, at approximately NOK920m. Net cash proceeds from the transaction will amount to NOK700m.
According to Norske Skog, Albury closure is expected to "provide a positive EBITDA-effect of approximately NOK 80 million in 2020 due to optimisation of Norske Skog mill deliveries in the region and reduced export sales to low-margin Asian markets."
Australia's paper and packaging Visy is reportedly studying the potentials of packaging paper production at the Albury site.
9.10.2019
Norske Skog to close Albury newsprint mill and sell site to Visy
https://www.euwid-paper.com/news/singlenews/Artikel/norske-s…
The closure is meant to reduce newsprint capacity by 265,000 tpy, addressing overcapacity issues in the newsprint market in Australasia. Albury site could be converted to packaging paper production.
Norske Skog is announcing the closure of its Albury newsprint mill in Australia. Newsprint production is to be discontinued by the end of December 2019, cutting production capacity by 265,000 tpy.
Norske Skog will sell the Albury site to Australia's paper and packaging company and expects the transaction to be closed in the first quarter next year. Norske Skog puts the purchase price for the Albury mill, including certain related assets, at approximately NOK920m. Net cash proceeds from the transaction will amount to NOK700m.
According to Norske Skog, Albury closure is expected to "provide a positive EBITDA-effect of approximately NOK 80 million in 2020 due to optimisation of Norske Skog mill deliveries in the region and reduced export sales to low-margin Asian markets."
Australia's paper and packaging Visy is reportedly studying the potentials of packaging paper production at the Albury site.
Antwort auf Beitrag Nr.: 62.091.533 von faultcode am 05.12.19 22:00:25
von oben:
ansonsten:
aus: https://www.marketscreener.com/NORSKE-SKOG-ASA-69788312/fina…
Stats
ich habe die Stats nicht geprüft:von oben:
ansonsten:
aus: https://www.marketscreener.com/NORSKE-SKOG-ASA-69788312/fina…
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