Yara International (Seite 3)
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ISIN: NO0010208051 · WKN: A0BL7F
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Werte aus der Branche Chemie
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 115,63 | +62,31 | |
| 9,2500 | +48,00 | |
| 31,00 | +38,08 | |
| 43,01 | +22,89 | |
| 33,99 | +22,71 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 4,7143 | -13,82 | |
| 7,7500 | -14,17 | |
| 0,9401 | -17,54 | |
| 46.460,00 | -46,60 | |
| 30,00 | -99,12 |
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Antwort auf Beitrag Nr.: 50.059.860 von MrLivermore am 26.06.15 20:11:23Einfach mal "K+S und Yara" googeln
Antwort auf Beitrag Nr.: 50.059.338 von Griboss am 26.06.15 18:29:42
Nö. Yara spielt in einem anderen Theater.
Zitat von Griboss: In der Düngemittelbranche ist wieder Fantasie. Yara profitiert mit, den wenn KS übernommen wird reduziert sich die Zahl der Marktakteure und davon profitieren alle auch Yara
Nö. Yara spielt in einem anderen Theater.
In der Düngemittelbranche ist wieder Fantasie. Yara profitiert mit, den wenn KS übernommen wird reduziert sich die Zahl der Marktakteure und davon profitieren alle auch Yara
Norway's Yara buys Brazilian phosphate miner - AGP/R - Aug 5 2014
www.agprofessional.com/news/Norways-Yara-buys-Brazilian-phos…
"Fertilizer firm Yara agreed to buy a 60 percent stake in Brazilian phosphate miner Galvani Indústria for $390 million, including future equity commitments, further expanding in its key market.
Norway's Yara will pay Brazilian entrepreneur Rodolfo Galvani Jr $225 million for the stake and has committed to injecting $165 million of fresh equity, while also agreeing to spend around $550 million until 2019 on developing the firm's mines.
"The Galvani acquisition will help secure phosphate fertilizer capacity in the centre of the country and in the attractive and fast-growing agri frontiers of Brazil," Yara said in a statement. "This acquisition represents another significant step in realizing our Latin American growth strategy."
Yara spokesman Thor Giaever said the firm also has an option to buy the remaining 40 percent of Galvani, but only after completion of expansion projects, with the option price related to earnings.
The deal comes a year after Yara completed its $750 million acquisition of Bunge's fertilizer business in Brazil, which gave it 22 blending facilities across the country along with some production capacity.
The Galvani business, which owns mining, production, blending and warehousing facilities, had revenues of $352 million last year and earnings before interest, tax, depreciation and amortisation of $48 million.
The firm has one brownfield and two greenfield mining projects under development with capacity of more than 2 million tonnes of phosphate rock per year. Start-up is expected three to five years after Yara completes the deal.
"These appear reasonably full valuation metrics, but the company specialises in the downstream phosphate fertiliser SSP (single superphosphate) which sees strong growth in Brazil," brokerage Liberum said in a note. "Galvani is also backwardly integrated into phosphate rock which allows solid margins."
Yara spokesman Giaever said there were more consolidation opportunities in Brazil and Latin America but declined to comment on whether the company would make more acquisitions in the near future.
Swedbank analyst Hans Erik Jacobsen said Brazil is the world's fourth-biggest consumer of fertilizer and one of the countries where consumption was growing fastest.
"Fifty percent of the phosphate consumed in Brazil is imported, so local production should be very profitable," Jacobsen said.
Yara shares were up 0.5 percent at 292.2 crowns in morning trading, in line with Oslo's main share index. "
www.agprofessional.com/news/Norways-Yara-buys-Brazilian-phos…
"Fertilizer firm Yara agreed to buy a 60 percent stake in Brazilian phosphate miner Galvani Indústria for $390 million, including future equity commitments, further expanding in its key market.
Norway's Yara will pay Brazilian entrepreneur Rodolfo Galvani Jr $225 million for the stake and has committed to injecting $165 million of fresh equity, while also agreeing to spend around $550 million until 2019 on developing the firm's mines.
"The Galvani acquisition will help secure phosphate fertilizer capacity in the centre of the country and in the attractive and fast-growing agri frontiers of Brazil," Yara said in a statement. "This acquisition represents another significant step in realizing our Latin American growth strategy."
Yara spokesman Thor Giaever said the firm also has an option to buy the remaining 40 percent of Galvani, but only after completion of expansion projects, with the option price related to earnings.
The deal comes a year after Yara completed its $750 million acquisition of Bunge's fertilizer business in Brazil, which gave it 22 blending facilities across the country along with some production capacity.
The Galvani business, which owns mining, production, blending and warehousing facilities, had revenues of $352 million last year and earnings before interest, tax, depreciation and amortisation of $48 million.
The firm has one brownfield and two greenfield mining projects under development with capacity of more than 2 million tonnes of phosphate rock per year. Start-up is expected three to five years after Yara completes the deal.
"These appear reasonably full valuation metrics, but the company specialises in the downstream phosphate fertiliser SSP (single superphosphate) which sees strong growth in Brazil," brokerage Liberum said in a note. "Galvani is also backwardly integrated into phosphate rock which allows solid margins."
Yara spokesman Giaever said there were more consolidation opportunities in Brazil and Latin America but declined to comment on whether the company would make more acquisitions in the near future.
Swedbank analyst Hans Erik Jacobsen said Brazil is the world's fourth-biggest consumer of fertilizer and one of the countries where consumption was growing fastest.
"Fifty percent of the phosphate consumed in Brazil is imported, so local production should be very profitable," Jacobsen said.
Yara shares were up 0.5 percent at 292.2 crowns in morning trading, in line with Oslo's main share index. "
Quarterly Report 4Q 2013
Fourth quarter 2013 financial highlights
Millions, except where indicated otherwise 4Q 2013 4Q 2012
Revenue and other income NOK 20,566 20,966
Operating Income NOK 544 2,148
Share net income equity-accounted investees NOK (18) 492
EBITDA NOK 1,835 3,591
EBITDA excl. special items NOK 2,339 3,539
Net income after non-controlling interest NOK 59 2,153
Earnings per share 1) NOK 0.21 7.67
Earnings per share excl. currency and special items NOK 2.64 7.21
Average number of shares outstanding (millions) NOK 277.2 280.6
CROGI (12-month rolling average) 12.6% 17.3%
ROCE (12-month rolling average) 12.4% 19.3%
Production (Kt) 2)
Ammonia kt 1,844 1,788
of which equity accounted investees kt 453 479
Urea kt 1,189 1,089
of which equity accounted investees kt 365 337
Nitrate kt 1,587 1,556
of which equity accounted investees kt 100 69
NPK 3) kt 1,241 1,169
of which equity accounted investees kt 67 68
CN kt 285 290
UAN kt 276 196
SSP - based fertilizer 4) kt 201 142
Total production kt 6,623 6,231
Sales volumes (Kt)
Ammonia kt 705 880
of which industrial products 5) kt 172 158
Urea kt 1,769 1,620
of which fertilizer kt 1,429 1,298
of which Yara-produced fertilizer kt 564 549
of which Yara-produced Industrial products 6) kt 313 261
of which equity-accounted investees kt 778 645
Nitrate kt 1,566 1,547
of which fertilizer kt 1,389 1,378
of which Yara-produced fertilizer kt 1,260 1,278
of which Yara-produced Industrial products kt 138 151
NPK kt 2,350 1,710
of which Yara-produced compounds kt 1,100 1,157
of which Yara-produced blends kt 1,206 477
CN kt 278 257
of which fertilizer kt 183 168
of which Yara-produced fertilizer kt 178 165
of which Yara-produced Industrial products kt 86 81
UAN kt 247 153
of which Yara-produced fertilizer kt 236 132
DAP/MAP kt 103 40
MOP/SOP kt 189 75
Other products kt 758 571
of which industrial products kt 545 394
Total sales kt 7,964 6,854
Realized European nitrate price 7) USD/t 367
Energy cost 2)
Oil & gas cost (weighted average) USD per MMBtu 7.8 8.3
Oil & gas cost Europe (weighted average) USD per MMBtu 11.2 11.4
1) Yara currently has no share-based compensation program that results in a dilutive effect on earnings per share
2) Including Yara share of production in equity-accounted investees
3) Excluding NPK blends
4) Primarily an intermediate product used to make NPK blends
5) 82% ammonia equivalents
6) 46% urea equivalents
7) Per ton of CAN equivalents
Fourth quarter 2013 financial highlights
Millions, except where indicated otherwise 4Q 2013 4Q 2012
Revenue and other income NOK 20,566 20,966
Operating Income NOK 544 2,148
Share net income equity-accounted investees NOK (18) 492
EBITDA NOK 1,835 3,591
EBITDA excl. special items NOK 2,339 3,539
Net income after non-controlling interest NOK 59 2,153
Earnings per share 1) NOK 0.21 7.67
Earnings per share excl. currency and special items NOK 2.64 7.21
Average number of shares outstanding (millions) NOK 277.2 280.6
CROGI (12-month rolling average) 12.6% 17.3%
ROCE (12-month rolling average) 12.4% 19.3%
Production (Kt) 2)
Ammonia kt 1,844 1,788
of which equity accounted investees kt 453 479
Urea kt 1,189 1,089
of which equity accounted investees kt 365 337
Nitrate kt 1,587 1,556
of which equity accounted investees kt 100 69
NPK 3) kt 1,241 1,169
of which equity accounted investees kt 67 68
CN kt 285 290
UAN kt 276 196
SSP - based fertilizer 4) kt 201 142
Total production kt 6,623 6,231
Sales volumes (Kt)
Ammonia kt 705 880
of which industrial products 5) kt 172 158
Urea kt 1,769 1,620
of which fertilizer kt 1,429 1,298
of which Yara-produced fertilizer kt 564 549
of which Yara-produced Industrial products 6) kt 313 261
of which equity-accounted investees kt 778 645
Nitrate kt 1,566 1,547
of which fertilizer kt 1,389 1,378
of which Yara-produced fertilizer kt 1,260 1,278
of which Yara-produced Industrial products kt 138 151
NPK kt 2,350 1,710
of which Yara-produced compounds kt 1,100 1,157
of which Yara-produced blends kt 1,206 477
CN kt 278 257
of which fertilizer kt 183 168
of which Yara-produced fertilizer kt 178 165
of which Yara-produced Industrial products kt 86 81
UAN kt 247 153
of which Yara-produced fertilizer kt 236 132
DAP/MAP kt 103 40
MOP/SOP kt 189 75
Other products kt 758 571
of which industrial products kt 545 394
Total sales kt 7,964 6,854
Realized European nitrate price 7) USD/t 367
Energy cost 2)
Oil & gas cost (weighted average) USD per MMBtu 7.8 8.3
Oil & gas cost Europe (weighted average) USD per MMBtu 11.2 11.4
1) Yara currently has no share-based compensation program that results in a dilutive effect on earnings per share
2) Including Yara share of production in equity-accounted investees
3) Excluding NPK blends
4) Primarily an intermediate product used to make NPK blends
5) 82% ammonia equivalents
6) 46% urea equivalents
7) Per ton of CAN equivalents
Trading Spotlight
Antwort auf Beitrag Nr.: 45.579.237 von websin am 07.10.13 10:28:28Hab mal heute ein paar Stücke zu 29,5 € eingeladen. Yara ist ein grundsolides Unternehmen. Nehme gerne auch noch mehr zu tieferen Kursen 
Jahrestief erreicht
29,213 €
-2,36%
29,213 €
-2,36%
Dabei habe ich eben beim KGV noch nicht einmal den wahrscheinlichen Gewinnanstieg aus 2012 berücksichtigt.
Habe ich mich verrechnet?
Ich bin jetzt selbst überrascht, als ich angefangen habe, meinen Kommentar zu schreiben, hielt ich die Kursziele der Analysten von ca 48 Euro noch für ok.
Kurse von 80 Euro sollten fair sein.
Habe ich mich verrechnet?
Ich bin jetzt selbst überrascht, als ich angefangen habe, meinen Kommentar zu schreiben, hielt ich die Kursziele der Analysten von ca 48 Euro noch für ok.
Kurse von 80 Euro sollten fair sein.
Ich verstehe nicht, warum Yara bei knapp 40 festklebt.
Was spricht für die Aktie:
-Jedes Jahr Aktienrückkäufe. Allein seit Mai 3,6 Mio, bei einer Gesamtaktienzhl von knapp 288 Mio. Maximal 5% der Aktien können bis Mai 2013 gekauft werden, die Aktien werden eingezogen.
-Stabile Gewinnentwicklung
-Stabile Dividendenanstiege
Year Earnings per share (NOK) /Dividend per share (NOK)
2004 11.79 2.25
2005 10.20 2.35
2006 13.86 2.50
2007 20.60 4.00
2008 28.27 4.50
2009 13.08 4.50
2010 30.24 5.50
2011 41.99 7.00
Sollte 2012 der Gewinn gneauso hoch wie 2011 sein, dann wären das 5,75 Euro pro Aktie. Bei 5% weniger Aktien durch den Rückkauf wären das 6,05 Euro pro Aktie.
Aus meiner Erinnerung der Quartalsergebnisse 2012
1Q 2012: 3% Gewinnanstieg gegenüber 2011
2Q 2012: 25% Gewinnanstieg gegenüber 2011
Bei so einem Wachtumswert ist ein KGV von 12 durchaus gerechtfertigt, zumal andere Düngemittelhersteller sogar noch höhere KGV haben.
Das macht ein Kursziel von 72 Euro
Was spricht für die Aktie:
-Jedes Jahr Aktienrückkäufe. Allein seit Mai 3,6 Mio, bei einer Gesamtaktienzhl von knapp 288 Mio. Maximal 5% der Aktien können bis Mai 2013 gekauft werden, die Aktien werden eingezogen.
-Stabile Gewinnentwicklung
-Stabile Dividendenanstiege
Year Earnings per share (NOK) /Dividend per share (NOK)
2004 11.79 2.25
2005 10.20 2.35
2006 13.86 2.50
2007 20.60 4.00
2008 28.27 4.50
2009 13.08 4.50
2010 30.24 5.50
2011 41.99 7.00
Sollte 2012 der Gewinn gneauso hoch wie 2011 sein, dann wären das 5,75 Euro pro Aktie. Bei 5% weniger Aktien durch den Rückkauf wären das 6,05 Euro pro Aktie.
Aus meiner Erinnerung der Quartalsergebnisse 2012
1Q 2012: 3% Gewinnanstieg gegenüber 2011
2Q 2012: 25% Gewinnanstieg gegenüber 2011
Bei so einem Wachtumswert ist ein KGV von 12 durchaus gerechtfertigt, zumal andere Düngemittelhersteller sogar noch höhere KGV haben.
Das macht ein Kursziel von 72 Euro
Die Story geht weiter. Der Kursaufschwung auch.
MrLivermore
Published: 08:00 CEST 18-07-2012 /Thomson Reuters /Source: Yara International ASA /XOSL: YAR /ISIN: NO0010208051
Yara reports strong second-quarter results
Oslo (2012-07-18): Yara International ASA reports strong second-quarter results with increased sales volumes, especially for Yara-produced fertilizer. Margins strengthened compared with last year, primarily for urea reflecting a tight nitrogen fertilizer market.
Yara reports second-quarter net income after non-controlling interests of NOK 2,800 million (NOK 9.86 per share), compared with NOK 2,225 million (NOK 7.73 per share) last year. Excluding net foreign exchange gain and special items, the result was NOK 10.84 per share compared with NOK 7.84 per share in second quarter 2011. Second-quarter EBITDA excluding special items was NOK 5,196 million compared with NOK 3,540 million last year.
MrLivermore
Published: 08:00 CEST 18-07-2012 /Thomson Reuters /Source: Yara International ASA /XOSL: YAR /ISIN: NO0010208051
Yara reports strong second-quarter results
Oslo (2012-07-18): Yara International ASA reports strong second-quarter results with increased sales volumes, especially for Yara-produced fertilizer. Margins strengthened compared with last year, primarily for urea reflecting a tight nitrogen fertilizer market.
Yara reports second-quarter net income after non-controlling interests of NOK 2,800 million (NOK 9.86 per share), compared with NOK 2,225 million (NOK 7.73 per share) last year. Excluding net foreign exchange gain and special items, the result was NOK 10.84 per share compared with NOK 7.84 per share in second quarter 2011. Second-quarter EBITDA excluding special items was NOK 5,196 million compared with NOK 3,540 million last year.
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