OCI Resources - 500 Beiträge pro Seite
eröffnet am 28.10.13 19:58:40 von
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ID: 1.187.741
ID: 1.187.741
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ISIN: US1724641097 · WKN: A143LL · Symbol: SIRE
25,32
USD
0,00 %
0,00 USD
Letzter Kurs 26.05.23 Nasdaq
Neuigkeiten
Werte aus der Branche Rohstoffe
Wertpapier | Kurs | Perf. % |
---|---|---|
725,25 | +18,50 | |
0,8750 | +15,89 | |
1,7300 | +14,95 | |
1,2000 | +13,21 | |
1,9550 | +12,71 |
Wertpapier | Kurs | Perf. % |
---|---|---|
27,61 | -6,25 | |
3,5600 | -7,53 | |
1,7900 | -8,67 | |
0,5050 | -10,62 | |
0,5550 | -20,71 |
Ich spekuliere auf fette Dividende, OCI avisiert 10% nach Börsengang im September, daher Kauf heute zu $22,-USD.
siehe: http://seekingalpha.com/article/1677202-oci-resources-10-yie…
Homepage: http://www.ociresources.com/
Market cap ca. 400 Mio USD
Im Sodium/carbonat bereich sollte bis 2018 noch leichtes überangebot bestehen, aber OCI ist sehr gut aufgestellt.
NRP hält 49%, siehe http://www.nrplp.com/index.cfm/MenuItemID/546.htm
interessante Zusammenfassung:
http://seekingalpha.com/article/1691232-ipo-preview-oci-reso…
Hier Infos zum IPO:
http://mlpprotocol.files.wordpress.com/2013/09/ocir-roadshow…
vg
XIO
Antwort auf Beitrag Nr.: 45.710.235 von XIO am 28.10.13 19:58:40siehe auch:
Global soda ash oversupply could continue to 2018
http://www.indmin.com/Article/3265438/Global-soda-ash-oversu…
Global soda ash oversupply could continue to 2018
http://www.indmin.com/Article/3265438/Global-soda-ash-oversu…
aus der Präsentation
forecast 2014:
forecast 2014:
Goldman Sachs Group Inc. assumed coverage on shares of Oci Resources LP (NASDAQ:OCIR) in a research note issued to investors on Tuesday, TheFlyOnTheWall.com reports. The firm issued a buy rating and a $24.00 price target on the stock.
http://tickerreport.com/banking-finance/25925/goldman-sachs-…
http://tickerreport.com/banking-finance/25925/goldman-sachs-…
The Lexington Group Targets Position in OCI Resources, the Week’s Only IPO
A risk with many mining companies is that their mine will eventually run dry, but this is not the case with OCIR. They have proven that there enough trona reserves in the ground to substantial the company for another 33 years with an additional probable reserve to last another 35 years. The demand for soda ash is expected to increase 5% per year through 2017.
http://beforeitsnews.com/business/2013/10/the-lexington-grou…
A risk with many mining companies is that their mine will eventually run dry, but this is not the case with OCIR. They have proven that there enough trona reserves in the ground to substantial the company for another 33 years with an additional probable reserve to last another 35 years. The demand for soda ash is expected to increase 5% per year through 2017.
http://beforeitsnews.com/business/2013/10/the-lexington-grou…
Video:
http://www.thestreet.com/story/12032694/1/91video93-quick-ta…
Dividend yields of 10% are hard enough for established public companies to pay out, let alone those that are just coming public.
But one company that is going public plans to offer such a dividend, as Francis Gaskins, research director at Equities.com, discussed with TheStreet's Debra Borchardt.
OCI Resources plans to trade under the ticker symbol "OCIR" and is looking to raise $100 million in its public offering, with shares priced between $19 to $21.
The company's dividend is expected to yield around 10%, a rather lofty ratio. However, Gaskins said it's achievable for the 50-year-old company.
He added that it pays out a lot of cash and that a look at its 12-month projections makes it seem reasonable that the company can cover the minimum dividend payout, which would be about $39.9 million, based on a 10% yield.
http://www.thestreet.com/story/12032694/1/91video93-quick-ta…
Dividend yields of 10% are hard enough for established public companies to pay out, let alone those that are just coming public.
But one company that is going public plans to offer such a dividend, as Francis Gaskins, research director at Equities.com, discussed with TheStreet's Debra Borchardt.
OCI Resources plans to trade under the ticker symbol "OCIR" and is looking to raise $100 million in its public offering, with shares priced between $19 to $21.
The company's dividend is expected to yield around 10%, a rather lofty ratio. However, Gaskins said it's achievable for the 50-year-old company.
He added that it pays out a lot of cash and that a look at its 12-month projections makes it seem reasonable that the company can cover the minimum dividend payout, which would be about $39.9 million, based on a 10% yield.
http://seekingalpha.com/article/1707102-11-high-yielding-oci…
The 25 day post-IPO quiet period on OCI Resources, LP (OCIR) comes to an end on October 8, which will likely lead to at least a brief rise in the stock's price as the underwriters release positive research reports. OCIR's strong underwriters, including Goldman Sachs (GS), Citigroup (C), Credit Suisse , and Barclays (BCS), will release positive information into the market beginning on the eighth.
Our work over the past two years and academic studies have empirically revealed a meaningful correlation between the number and visibility of underwriters and the size of the increase in stock price caused by the ending of the quiet period. The increase in price will likely begin in the week running up to the end of the quiet period as investors buy in advance of the release of research, which they know will be typically positive (an underwriter would rarely release a negative research report on a company that it just underwrote).
The company also has projected to offer a 50 cents per share distribution each quarter which calculates to an over 11% plus yield based on today's current price of $18.10. See our recent SeekingAlpha IPO report for OCIR.
CONCLUSION
OCIR may be an attractive buy over the next few weeks as investors anticipate the research reports that will be released by the underwriters and other firms at the end of the quiet period. We also anticipate that the high yield will also become better well known from the publicity surrounding the reports. This phenomenon occurred recently with another commodity based IPO, Phillips 66 Partners Limited Partnership (PSXP).
The 25 day post-IPO quiet period on OCI Resources, LP (OCIR) comes to an end on October 8, which will likely lead to at least a brief rise in the stock's price as the underwriters release positive research reports. OCIR's strong underwriters, including Goldman Sachs (GS), Citigroup (C), Credit Suisse , and Barclays (BCS), will release positive information into the market beginning on the eighth.
Our work over the past two years and academic studies have empirically revealed a meaningful correlation between the number and visibility of underwriters and the size of the increase in stock price caused by the ending of the quiet period. The increase in price will likely begin in the week running up to the end of the quiet period as investors buy in advance of the release of research, which they know will be typically positive (an underwriter would rarely release a negative research report on a company that it just underwrote).
The company also has projected to offer a 50 cents per share distribution each quarter which calculates to an over 11% plus yield based on today's current price of $18.10. See our recent SeekingAlpha IPO report for OCIR.
CONCLUSION
OCIR may be an attractive buy over the next few weeks as investors anticipate the research reports that will be released by the underwriters and other firms at the end of the quiet period. We also anticipate that the high yield will also become better well known from the publicity surrounding the reports. This phenomenon occurred recently with another commodity based IPO, Phillips 66 Partners Limited Partnership (PSXP).
Oci Resources LP : to Release Third Quarter 2013 Earnings Results November 5, 2013
aus dem IH Board
"OCIR plans to pay $39.9 million in minimum yearly distributions, which is a 10% return at the price range mid-point of $20." (Seeking Alpha, 2013)
Get this.
OCI Resources is sitting on roughly $44.3 billon worth of soda ash. If you do the math…
Roughly $305/ton x 145.5 million tons = $44,377,500,000
"Based on a projected mining rate of 4.0 million short tons of trona per year, OCI Wyoming has enough proven and probable trona reserves to continue mining trona for approximately 67 years." (Seeking Alpha, 2013)
How much will OCI Resources LP (OCIR) mine a year?
Roughly $305/ton x 4 million tons a year = $1,220,000,000
This is all permitting that OCIR keeps their production rate at 90%+.
This is not including the rising price of soda ash.
This does not include COGS and other expenses.
This does mean promised consistent revenue and growth.
The more I dig into OCIR, the more I like it. Though I'd wait for a dip that usually comes after IPOs. Then again, if OCIR beats estimates and announces a dividend, it could be best to get in now before it shoots up.
"OCIR plans to pay $39.9 million in minimum yearly distributions, which is a 10% return at the price range mid-point of $20." (Seeking Alpha, 2013)
Get this.
OCI Resources is sitting on roughly $44.3 billon worth of soda ash. If you do the math…
Roughly $305/ton x 145.5 million tons = $44,377,500,000
"Based on a projected mining rate of 4.0 million short tons of trona per year, OCI Wyoming has enough proven and probable trona reserves to continue mining trona for approximately 67 years." (Seeking Alpha, 2013)
How much will OCI Resources LP (OCIR) mine a year?
Roughly $305/ton x 4 million tons a year = $1,220,000,000
This is all permitting that OCIR keeps their production rate at 90%+.
This is not including the rising price of soda ash.
This does not include COGS and other expenses.
This does mean promised consistent revenue and growth.
The more I dig into OCIR, the more I like it. Though I'd wait for a dip that usually comes after IPOs. Then again, if OCIR beats estimates and announces a dividend, it could be best to get in now before it shoots up.
http://eandt.theiet.org/news/2013/oct/soda-ash-close.cfm
Tata Chemicals Europe said it was shutting its soda ash factory at Winnington in Northwich which has produced the chemical for industries such as glass and soap-making since 1874, as it was being squeezed by rising gas prices
Tata Chemicals Europe said it was shutting its soda ash factory at Winnington in Northwich which has produced the chemical for industries such as glass and soap-making since 1874, as it was being squeezed by rising gas prices
Bin gespannt auf die ersten Quartalszahlen nache dem Börsengang.
Alles ist möglich. Fallen diese gut aus, werden einige Analysten auf der Bildfläche erscheinen.
Alles ist möglich. Fallen diese gut aus, werden einige Analysten auf der Bildfläche erscheinen.
Antwort auf Beitrag Nr.: 45.749.441 von XIO am 03.11.13 10:32:21Beginning with the quarter ending Dec. 31, 2013, OCIR intends to distribute at least the minimum quarterly distribution of $0.5000 per unit, or $2 on an annualized basis
http://www.investingdaily.com/18571/new-partnerships-on-the-…
http://www.investingdaily.com/18571/new-partnerships-on-the-…
Heute Zahlen nach Börsenschluß!
noch nicht so, wie erhofft:
Third Quarter 2013 Highlights:
-- Third quarter Earnings per Unit were $0.22 and $0.69 year-to-date. Pro forma third quarter Earnings per Unit were $0.40 and $1.31 year-to-date.
-- Reported $23.0 million of EBITDA for the quarter; year-to-date September 30, 2013 EBITDA of $72.2 million. EBITDA attributable to OCIR was $10.1 million for the quarter; $35.0 million year-to-date. Pro forma EBITDA attributable to OCIR was $11.7 million for the quarter; $36.8 million year-to-date.
-- Third quarter revenue of $105.6 million decreased 5.7% over the prior year quarter; year-to-date revenue of $324.6 million decreased 6.5% versus 2012 period.
-- Results were impacted by both scheduled and unscheduled maintenance outages in September.
Fourth Quarter 2013 Outlook:
-- We expect improving international demand to positively impact volumes in the quarter.
-- Total revenues expected to increase approximately 10% sequentially, driven by higher volumes and improving prices in Asia.
-- Favorable improvement from federal royalty rate changing from 6% to 4%.
Third Quarter 2013 Highlights:
-- Third quarter Earnings per Unit were $0.22 and $0.69 year-to-date. Pro forma third quarter Earnings per Unit were $0.40 and $1.31 year-to-date.
-- Reported $23.0 million of EBITDA for the quarter; year-to-date September 30, 2013 EBITDA of $72.2 million. EBITDA attributable to OCIR was $10.1 million for the quarter; $35.0 million year-to-date. Pro forma EBITDA attributable to OCIR was $11.7 million for the quarter; $36.8 million year-to-date.
-- Third quarter revenue of $105.6 million decreased 5.7% over the prior year quarter; year-to-date revenue of $324.6 million decreased 6.5% versus 2012 period.
-- Results were impacted by both scheduled and unscheduled maintenance outages in September.
Fourth Quarter 2013 Outlook:
-- We expect improving international demand to positively impact volumes in the quarter.
-- Total revenues expected to increase approximately 10% sequentially, driven by higher volumes and improving prices in Asia.
-- Favorable improvement from federal royalty rate changing from 6% to 4%.
Antwort auf Beitrag Nr.: 45.769.516 von XIO am 06.11.13 07:36:39PS
Our business objective is to generate stable cash flows, allowing us to make quarterly cash distributions to our common and subordinated unitholders and, over time, to increase those quarterly cash distributions.
We intend to pay a prorated distribution covering the period from September 18, 2013 through December 31, 2013, payable on or around February 14, 2014 to unitholders of record on January 30, 2014. Our partnership agreement provides for a minimum quarterly distribution of $0.5000 per unit for each whole quarter, or $2.00 per unit on an annual basis.
Our business objective is to generate stable cash flows, allowing us to make quarterly cash distributions to our common and subordinated unitholders and, over time, to increase those quarterly cash distributions.
We intend to pay a prorated distribution covering the period from September 18, 2013 through December 31, 2013, payable on or around February 14, 2014 to unitholders of record on January 30, 2014. Our partnership agreement provides for a minimum quarterly distribution of $0.5000 per unit for each whole quarter, or $2.00 per unit on an annual basis.
Smart Money Loves Natural Resource Partners
http://www.fool.com/investing/general/2013/11/10/smart-money…
http://www.fool.com/investing/general/2013/11/10/smart-money…
Zum Thema Soda As von der Konkurrenz FMC:
http://seekingalpha.com/article/1783472-fmc-management-discu…
Peter Butler
How do you guys see the global soda ash capacity in the second half this year and next year in light of the synthetic producers have very high costs and a very high inflation rate on the costs, and you hear rumbles about shutdowns and et cetera? What does your survey show on capacity coming on here?
Pierre R. Brondeau - Chairman, Chief Executive Officer, President and Chairman of Executive Committee
Thank you, Peter. Let me start to answer that, and then I'll ask Ed to complete my answer. But directionally, and that is one of the reasons for which we were able to deliver higher average domestic price here in North America, and we are seeing sequentially, even if it is slower than what we're expecting sequentially increasing price in the export market, and mostly in Asia, it's because we are seeing a tightening of the supply-demand. It is a combination of synthetic plants being shut down. And the latest one were the plants from the announcement from Solvay. Some Chinese plants shut down because of environmental situation. And a demand, the market we are serving, if you look to especially in China, and the growth is being driven by China today, but especially around the glass packaging, flat glass, detergent, those market also have been growing maybe more strongly over the last few months. So we see a tightening of the supply-demand, which is creating an environment where we are able to reestablish pricing which are more in line with the -- with historical pricing. I think the soda ash market is going to grow by 5% this year -- or 3% to 5% this year mostly because of the demand on the end market. Ed, do you want to add something to this...
Edward T. Flynn - President of The Industrial Chemicals Group and President of FMC Minerals
Yes. Peter, let me just add a little bit. You're correct on the synthetics, and we've begun to see some of them shut down. Pierre mentioned that Solvay announced the shutdown of their Portugal plant in Q2, Q3. They also announced a rebalancing of their Italy operation around the same time to balance supply and demand. In Australia, Penrice shut down in the third quarter. Also, the Turkish producer Eti Soda announced that their Beypazari expansion will be delayed and won't be fully running until 2016. And they also announced the further expansion of Kazan will be delayed till 2017, 2018. TATA in the U.K. recently announced that they're evaluating shutting down their Winnington, U.K., plant. They haven't made a decision, but they notified the works council. Pierre referenced the environmental issue with the Chinese Hubei plant, which is a 1 million ton plant, was shut down in the third quarter because of a fish kill. And now is running again only at about 30% capacity. You mentioned some rumors. There's a rumor that Qingdao plant in China may shut down, that's an 800,000 ton plant. We did see the Chinese export price rise in September from 1 91 [ph] in August to 1 95 [ph]. And we're seeing Chinese industrial production stop its decline in the first half of the year and is beginning to climb again back over 10 [ph]. And specifics that Pierre discussed on what we're seeing in Chinese domestic demand: Auto production's up 12%, flat glass is up 10%, container demand year-over-year is up 4% and detergent's up 13%. So we're seeing both supply restrictions or shutdowns that I don't believe have worked their way into the marketplace yet in terms of putting less soda ash on the water, and we're seeing demand increase inside of China. I hope that helps.
http://seekingalpha.com/article/1783472-fmc-management-discu…
Peter Butler
How do you guys see the global soda ash capacity in the second half this year and next year in light of the synthetic producers have very high costs and a very high inflation rate on the costs, and you hear rumbles about shutdowns and et cetera? What does your survey show on capacity coming on here?
Pierre R. Brondeau - Chairman, Chief Executive Officer, President and Chairman of Executive Committee
Thank you, Peter. Let me start to answer that, and then I'll ask Ed to complete my answer. But directionally, and that is one of the reasons for which we were able to deliver higher average domestic price here in North America, and we are seeing sequentially, even if it is slower than what we're expecting sequentially increasing price in the export market, and mostly in Asia, it's because we are seeing a tightening of the supply-demand. It is a combination of synthetic plants being shut down. And the latest one were the plants from the announcement from Solvay. Some Chinese plants shut down because of environmental situation. And a demand, the market we are serving, if you look to especially in China, and the growth is being driven by China today, but especially around the glass packaging, flat glass, detergent, those market also have been growing maybe more strongly over the last few months. So we see a tightening of the supply-demand, which is creating an environment where we are able to reestablish pricing which are more in line with the -- with historical pricing. I think the soda ash market is going to grow by 5% this year -- or 3% to 5% this year mostly because of the demand on the end market. Ed, do you want to add something to this...
Edward T. Flynn - President of The Industrial Chemicals Group and President of FMC Minerals
Yes. Peter, let me just add a little bit. You're correct on the synthetics, and we've begun to see some of them shut down. Pierre mentioned that Solvay announced the shutdown of their Portugal plant in Q2, Q3. They also announced a rebalancing of their Italy operation around the same time to balance supply and demand. In Australia, Penrice shut down in the third quarter. Also, the Turkish producer Eti Soda announced that their Beypazari expansion will be delayed and won't be fully running until 2016. And they also announced the further expansion of Kazan will be delayed till 2017, 2018. TATA in the U.K. recently announced that they're evaluating shutting down their Winnington, U.K., plant. They haven't made a decision, but they notified the works council. Pierre referenced the environmental issue with the Chinese Hubei plant, which is a 1 million ton plant, was shut down in the third quarter because of a fish kill. And now is running again only at about 30% capacity. You mentioned some rumors. There's a rumor that Qingdao plant in China may shut down, that's an 800,000 ton plant. We did see the Chinese export price rise in September from 1 91 [ph] in August to 1 95 [ph]. And we're seeing Chinese industrial production stop its decline in the first half of the year and is beginning to climb again back over 10 [ph]. And specifics that Pierre discussed on what we're seeing in Chinese domestic demand: Auto production's up 12%, flat glass is up 10%, container demand year-over-year is up 4% and detergent's up 13%. So we're seeing both supply restrictions or shutdowns that I don't believe have worked their way into the marketplace yet in terms of putting less soda ash on the water, and we're seeing demand increase inside of China. I hope that helps.
website sei tagen down, die der mutter ist ok
OCI Resources LP to Present at Citi Basic Materials Conference in New York Dec. 3
Antwort auf Beitrag Nr.: 45.963.646 von XIO am 02.12.13 19:21:45PS: Homepage wieder OK...
Aktuelle Investor Präentation
http://www.ociresources.com/files/doc_downloads/Q3%202013%20…
http://www.ociresources.com/files/doc_downloads/Q3%202013%20…
2013 MLP Year in Review: IPOs
http://www.fool.com/investing/general/2013/12/14/2013-mlp-ye…
The "other" subsector here encompasses MLPs ranging from the obscure trona miner and soda ash producer OCI Resources (NYSE: OCIR ) , to the metallurgical coke producer
SunCoke Energy Partners (NYSE: SXCP
http://www.fool.com/investing/general/2013/12/14/2013-mlp-ye…
The "other" subsector here encompasses MLPs ranging from the obscure trona miner and soda ash producer OCI Resources (NYSE: OCIR ) , to the metallurgical coke producer
SunCoke Energy Partners (NYSE: SXCP
OCI Ressourcen Soda Preise, wie z. B. Umsatz und das operative Ergebnis wird voraussichtlich im Quartalsvergleich steigern
http://translate.google.de/translate?sl=ko&tl=de&js=n&prev=_…
http://translate.google.de/translate?sl=ko&tl=de&js=n&prev=_…
Could Natural Resource Partners Be Seeing A Bottoming Out In Coal?
Natural Resource Partners has taken a page from Penn Virginia's playbook over the last decade and actively increased its non-coal operations. While NRP's efforts haven't been on quite the same scale or pace as PVR's move years ago into midstream gas, non-coal royalty revenue has more than tripled as a percentage of the total since 2005.
Aggregates and industrial minerals are now almost 10% of NRP's revenue mix, and the company owns both 500 million tons of aggregates reserves and a 49% stake in OCI Wyoming, a large producer of soda ash. Soda ash isn't exactly a growth market (about half of it goes into the manufacture of glass), but it is a relatively stable and consistent market that can throw off good cash flow relative to the ongoing capex reinvestment requirements.....
http://seekingalpha.com/article/1909721-could-natural-resour…
Natural Resource Partners has taken a page from Penn Virginia's playbook over the last decade and actively increased its non-coal operations. While NRP's efforts haven't been on quite the same scale or pace as PVR's move years ago into midstream gas, non-coal royalty revenue has more than tripled as a percentage of the total since 2005.
Aggregates and industrial minerals are now almost 10% of NRP's revenue mix, and the company owns both 500 million tons of aggregates reserves and a 49% stake in OCI Wyoming, a large producer of soda ash. Soda ash isn't exactly a growth market (about half of it goes into the manufacture of glass), but it is a relatively stable and consistent market that can throw off good cash flow relative to the ongoing capex reinvestment requirements.....
http://seekingalpha.com/article/1909721-could-natural-resour…
The soda ash industry continues to grow, despite a waning glass market
http://www.indmin.com/Article/3291556/Year-in-Review-2013-So…
http://www.indmin.com/Article/3291556/Year-in-Review-2013-So…
Hab den Eindruck, das Volumen (immer noch auf sehr niefrigem Nevayu) nimmt permanent zu, bin wieder auf EK -Niveau.
Antwort auf Beitrag Nr.: 46.184.825 von XIO am 08.01.14 18:32:19arte heute Abend:
http://www.arte.tv/guide/de/043707-000/mark-lombardi-kunst-u…
http://de.wikipedia.org/wiki/Mark_Lombardi#Leben
http://www.arte.tv/guide/de/043707-000/mark-lombardi-kunst-u…
http://de.wikipedia.org/wiki/Mark_Lombardi#Leben
PS:
nach dem Listing gings erstmal ewtas bergab, das passiert vielen.
Momentan schauts aber wieder ganz ok aus, hoffe, das ist bereits die trendwende:
nach dem Listing gings erstmal ewtas bergab, das passiert vielen.
Momentan schauts aber wieder ganz ok aus, hoffe, das ist bereits die trendwende:
ATLANTA--(BUSINESS WIRE)-- OCI Resources LP (the "Partnership") (NYSE: OCIR) announced today its first cash distribution approved by the board of directors of its general partner.
The total cash distribution of $0.5707 is comprised of the minimum quarterly distribution of $0.5000 for the fourth quarter 2013, plus the $0.0707 third quarter 2013 distribution, reflecting the pro rata portion of its minimum quarterly distribution of $0.5000 for the 13 days of operation from September 18, 2013 to September 30, 2013.
The cash distribution is payable on February 14, 2014 to unitholders of record on January 30, 2014.
The total cash distribution of $0.5707 is comprised of the minimum quarterly distribution of $0.5000 for the fourth quarter 2013, plus the $0.0707 third quarter 2013 distribution, reflecting the pro rata portion of its minimum quarterly distribution of $0.5000 for the 13 days of operation from September 18, 2013 to September 30, 2013.
The cash distribution is payable on February 14, 2014 to unitholders of record on January 30, 2014.
Improving soda ash market
Demand and supply in the soda ash market may reach a new equilibrium, helping raise prices
http://www.livemint.com/Money/tPjJmPYF68uKlazfs1HBjI/Improvi…
Demand and supply in the soda ash market may reach a new equilibrium, helping raise prices
http://www.livemint.com/Money/tPjJmPYF68uKlazfs1HBjI/Improvi…
alles klärchen momentan:
Improving soda ash market continues to buoy prices
http://www.indmin.com/Article/3302633/SodaAsh/Improving-soda…
http://www.indmin.com/Article/3302633/SodaAsh/Improving-soda…
OCI Resources LP (OCIR) Ex-Dividend Date Scheduled for January 28, 2014
Read more: http://www.nasdaq.com/article/oci-resources-lp-ocir-exdivide…
Read more: http://www.nasdaq.com/article/oci-resources-lp-ocir-exdivide…
OCI Resources LP to Release Fourth Quarter and Year End 2013 Financial Results February 12, 2014
Positive year ahead for chemical grade salt prices
http://www.indmin.com/Article/3306174/SodaAsh/Positive-year-…
http://www.indmin.com/Article/3306174/SodaAsh/Positive-year-…
Chemicals producer tips “big year” for lithium but muted growth for potash
Speciality chemicals producer FMC Corp. said during a post-earnings conference call for its Q4 2013 results that it is maintaining an “optimistic” attitude towards soda ash pricing for the coming year
Speciality chemicals producer FMC Corp. said during a post-earnings conference call for its Q4 2013 results that it is maintaining an “optimistic” attitude towards soda ash pricing for the coming year
OCI Resources LP Announces Fourth Quarter 2013 Financial Results
http://www.marketwatch.com/story/oci-resources-lp-announces-…
Kirk Milling, OCI Resources President and CEO, commented “We are pleased with our results in OCIR's first full quarter as a public company. Our fourth quarter operating performance and our EBITDA of $32.3 million were in line with our expectations. Volume sold was 10.1% higher, and our revenue was 11.4% higher sequentially versus the third quarter of 2013. As expected, international pricing showed sequential improvement versus the previous quarter, driven mostly by higher prices in the Asia region.
"The Market reports in January indicate continued increases in soda ash prices in Asia, but the outlook is uncertain due to potential increasing production levels in China. Our focus for 2014 centers around execution of our operational plan to increase volumes by 2% to 4%. In the near term, we remain committed to delivering our $0.50 per unit quarterly distribution, while continuing to assess potential opportunities to grow distributions in the future."
http://www.marketwatch.com/story/oci-resources-lp-announces-…
Kirk Milling, OCI Resources President and CEO, commented “We are pleased with our results in OCIR's first full quarter as a public company. Our fourth quarter operating performance and our EBITDA of $32.3 million were in line with our expectations. Volume sold was 10.1% higher, and our revenue was 11.4% higher sequentially versus the third quarter of 2013. As expected, international pricing showed sequential improvement versus the previous quarter, driven mostly by higher prices in the Asia region.
"The Market reports in January indicate continued increases in soda ash prices in Asia, but the outlook is uncertain due to potential increasing production levels in China. Our focus for 2014 centers around execution of our operational plan to increase volumes by 2% to 4%. In the near term, we remain committed to delivering our $0.50 per unit quarterly distribution, while continuing to assess potential opportunities to grow distributions in the future."
Insider Buying: Angela A. Minas Acquires 5,000 Shares of Oci Resources Stock (OCIR)
http://www.mideasttime.com/insider-buying-angela-a-minas-acq…
immerhin 110.000 USD investiert
http://www.mideasttime.com/insider-buying-angela-a-minas-acq…
immerhin 110.000 USD investiert
neues ath
zu OCI.. aus Korea sind die News schneller ;-=
http://translate.google.de/translate?sl=ko&tl=de&js=y&prev=_…
http://translate.google.de/translate?sl=ko&tl=de&js=y&prev=_…
ATLANTA--(BUSINESS WIRE)-- OCI Resources LP (the "Partnership") (NYSE: OCIR) announced today the approval of its quarterly distribution by the board of directors of its general partner. The minimum quarterly distribution of $0.5000 for the first quarter of 2014 is payable on May 15, 2014 to unitholders of record on April 30, 2014.
Seit langer Zeit mal nen artikel:
OCI Resources - An MLP With A 9% Yield And Potential To Grow
http://seekingalpha.com/article/2157083-oci-resources-an-mlp…
OCI Resources - An MLP With A 9% Yield And Potential To Grow
http://seekingalpha.com/article/2157083-oci-resources-an-mlp…
OCI Resources LP to Release First Quarter 2014 Earnings Results May 7, 2014
ATLANTA--(BUSINESS WIRE)-- OCI Resources LP (NYSE: OCIR) today reported its financial and operating results for the first quarter ended March 31, 2014.
First Quarter 2014 Financial Highlights:
Net sales of $116.2 million increased 7.4% over the prior-year first quarter.
EBITDA of $28.2 million increased 15.6% over the prior-year first quarter.
Earnings per unit were $0.52.
Distributable cash flow was $13.1 million. Distribution coverage ratio was 1.31 for the three months ended March 31, 2014; and 1.27 since completion of our initial public offering ("IPO").
Outlook:
We are maintaining our prior outlook for soda ash volumes to increase 2% to 4% over 2013 levels, and international prices to rise 3% to 5% in 2014.
We continue to expect 2014 expansion capital expenditures to be in the range of $24 to $30 million.
We continue to expect 2014 maintenance capital expenditures to be in the $12 to $15 million range, with planned maintenance outages in the second and third quarters.
First Quarter 2014 Financial Highlights:
Net sales of $116.2 million increased 7.4% over the prior-year first quarter.
EBITDA of $28.2 million increased 15.6% over the prior-year first quarter.
Earnings per unit were $0.52.
Distributable cash flow was $13.1 million. Distribution coverage ratio was 1.31 for the three months ended March 31, 2014; and 1.27 since completion of our initial public offering ("IPO").
Outlook:
We are maintaining our prior outlook for soda ash volumes to increase 2% to 4% over 2013 levels, and international prices to rise 3% to 5% in 2014.
We continue to expect 2014 expansion capital expenditures to be in the range of $24 to $30 million.
We continue to expect 2014 maintenance capital expenditures to be in the $12 to $15 million range, with planned maintenance outages in the second and third quarters.
Increasing Demand for Flat Glass in Construction and Automotive Industries Drives the Global Soda Ash Market, According to New Report by Global Industry Analysts, Inc.
http://www.intercooleronline.com/2014/05/08/increasing-deman…
GIA announces the release of a comprehensive global report on Soda Ash markets. Global Soda Ash market is forecast to reach 70 million metric tons by 2020, buoyed by growing demand for flat glass in the construction and automotive industries, Soda Ash plant capacity expansion in the Middle East, and development of Soda Ash reserves in Turkey, Tanzania, and Kenya.
http://www.intercooleronline.com/2014/05/08/increasing-deman…
GIA announces the release of a comprehensive global report on Soda Ash markets. Global Soda Ash market is forecast to reach 70 million metric tons by 2020, buoyed by growing demand for flat glass in the construction and automotive industries, Soda Ash plant capacity expansion in the Middle East, and development of Soda Ash reserves in Turkey, Tanzania, and Kenya.
... geht gaaaanz laaangsam aufwärts :-)
OCI Resources LP Not Really Cheap, But An Interesting MLP Nonetheless
http://seekingalpha.com/article/2246263-oci-resources-lp-not…
http://seekingalpha.com/article/2246263-oci-resources-lp-not…
26 Dollar mittlerweile.. feine Sache :-)
müsste bald wieder dividende geben.... :-)
The decision by soda ash producer Solvay Chemicals Inc. to increase its prices by $14/s.ton for North American products has prompted market participants to call for the opening of 2015 contract negotiations.
Solvay said that the increase, which is effective from 1 July 2014, or as contracts permit,.
Solvay said that the increase, which is effective from 1 July 2014, or as contracts permit,.
US soda ash producers aim to capture more market share with cleaner footprint
http://www.miningweekly.com/article/us-soda-ash-producers-ai…
http://www.miningweekly.com/article/us-soda-ash-producers-ai…
Antwort auf Beitrag Nr.: 47.258.348 von XIO am 03.07.14 22:30:40OCI Resources LP Declares Quarterly Cash Distribution
OCI Resources LP (the "Partnership") (NYSE: OCIR) announced today the approval of its quarterly distribution by the board of directors of its general partner. The minimum quarterly distribution of $0.50 for the second quarter of 2014 is payable on August 14, 2014 to unitholders of record on August 1, 2014
OCI Resources LP (the "Partnership") (NYSE: OCIR) announced today the approval of its quarterly distribution by the board of directors of its general partner. The minimum quarterly distribution of $0.50 for the second quarter of 2014 is payable on August 14, 2014 to unitholders of record on August 1, 2014
Second Quarter 2014 Financial Highlights:
Net sales of $113.0 million increased 2.0% over the prior-year second quarter; year-to-date net sales of $229.2 million increased 4.7% over the prior year.
EBITDA of $28.2 million increased 14.6% over the prior-year second quarter; year-to-date EBITDA of $56.4 million increased 15.1% over the prior year.
Earnings per unit were $0.51 for the quarter; $1.03 year-to-date.
Distributable cash flow was $12.4 million for the quarter and $25.5 million year-to-date. The distribution coverage ratio was 1.24 and 1.28 for the three and six months ended June 30, 2014; and 1.26 since completion of our initial public offering ("IPO").
Outlook:
We are maintaining our prior outlook for soda ash volumes to increase 2% to 4% over 2013 levels, and international prices to rise 3% to 5% in 2014.
We expect approximately $21 to $25 million of our previously disclosed $24 to $30 million expansion capital expenditure program to be spent in 2014, with the remainder extending to 2015.
We expect approximately $10 to $13 million of our previously disclosed $12 to $15 million maintenance capital expenditure program to be spent in 2014, with the remainder extending to 2015.
Net sales of $113.0 million increased 2.0% over the prior-year second quarter; year-to-date net sales of $229.2 million increased 4.7% over the prior year.
EBITDA of $28.2 million increased 14.6% over the prior-year second quarter; year-to-date EBITDA of $56.4 million increased 15.1% over the prior year.
Earnings per unit were $0.51 for the quarter; $1.03 year-to-date.
Distributable cash flow was $12.4 million for the quarter and $25.5 million year-to-date. The distribution coverage ratio was 1.24 and 1.28 for the three and six months ended June 30, 2014; and 1.26 since completion of our initial public offering ("IPO").
Outlook:
We are maintaining our prior outlook for soda ash volumes to increase 2% to 4% over 2013 levels, and international prices to rise 3% to 5% in 2014.
We expect approximately $21 to $25 million of our previously disclosed $24 to $30 million expansion capital expenditure program to be spent in 2014, with the remainder extending to 2015.
We expect approximately $10 to $13 million of our previously disclosed $12 to $15 million maintenance capital expenditure program to be spent in 2014, with the remainder extending to 2015.
OCI Resources LP (the "Partnership") (NYSE: OCIR) announced today the approval of an increase of 5% in the distribution to be paid to unitholders and the approval of its quarterly distribution by the board of directors of its general partner. The minimum quarterly distribution of $0.525 for the third quarter of 2014 is payable on November 14, 2014, to unitholders of record on October 31, 2014.
Kirk Milling, CEO, commented, "Since our IPO, we have continued investing in our Green River facility to improve efficiencies and overall output. Now that we are realizing the benefits of these investments, we are in a position to increase our minimum quarterly distribution by 5% and still maintain consistency in our coverage ratio going forward."
Kirk Milling, CEO, commented, "Since our IPO, we have continued investing in our Green River facility to improve efficiencies and overall output. Now that we are realizing the benefits of these investments, we are in a position to increase our minimum quarterly distribution by 5% and still maintain consistency in our coverage ratio going forward."
ATLANTA--(BUSINESS WIRE)-- OCI Resources LP (NYSE: OCIR) today reported its financial and operating results for the third quarter ended September 30, 2014.
Third Quarter 2014 Financial Highlights:
Net sales of $109.8 million increased 4.0% over the prior-year third quarter; year-to-date net sales of $339.0 million increased 4.4% over the prior year.
Adjusted EBITDA of $29.3 million increased 27.4% over the prior-year third quarter; year-to-date Adjusted EBITDA of $85.7 million increased 18.7% over the prior year.
Earnings per unit were $0.52 for the quarter; $1.55 year-to-date.
Quarterly distribution per unit increased by 5%.
Distributable cash flow was $13.3 million for the quarter and $38.8 million year-to-date. The distribution coverage ratio was 1.27 for each of the three and nine months ended September 30, 2014, respectively; and 1.26 since completion of our initial public offering ("IPO").
Third Quarter 2014 Financial Highlights:
Net sales of $109.8 million increased 4.0% over the prior-year third quarter; year-to-date net sales of $339.0 million increased 4.4% over the prior year.
Adjusted EBITDA of $29.3 million increased 27.4% over the prior-year third quarter; year-to-date Adjusted EBITDA of $85.7 million increased 18.7% over the prior year.
Earnings per unit were $0.52 for the quarter; $1.55 year-to-date.
Quarterly distribution per unit increased by 5%.
Distributable cash flow was $13.3 million for the quarter and $38.8 million year-to-date. The distribution coverage ratio was 1.27 for each of the three and nine months ended September 30, 2014, respectively; and 1.26 since completion of our initial public offering ("IPO").
Oci Resources (NASDAQ:OCIR) CFO Kevin L. Kremke bought 8,888 shares of Oci Resources stock in a transaction dated Friday, November 7th. The shares were purchased at an average price of $22.50 per share, for a total transaction of $199,980.00. Following the transaction, the chief financial officer now directly owns 10,304 shares of the company’s stock, valued at approximately $231,840.
Antwort auf Beitrag Nr.: 48.073.939 von XIO am 18.10.14 14:56:35Du hast ja vermutlich schon einige Quartalsdividenden bekommen.
Wie läuft denn die Quellenbesteuerung bei amerikanischen LP's?
Wie läuft denn die Quellenbesteuerung bei amerikanischen LP's?
Antwort auf Beitrag Nr.: 48.335.746 von mge am 16.11.14 23:50:44Ich habe die komplette Dividende auf mein Verrechnungskonto erhalten.
Antwort auf Beitrag Nr.: 48.335.947 von XIO am 17.11.14 06:32:22Danke für die Info.
Interessant - dachte dass sie mindestens die 15% einbehalten.
Ist aber denke ich vom Broker abhängig. Man liest immer wieder, dass bei Dividenden von LP's bis zu 39% einbehalten werden. Will man was zurückholen, muss man eine "Steuererklärung" in den USA abgeben.
Die Erträge von OCI müssten ja die nächsten Jahre recht stabil ausfallen. Fallende Preise nicht ausgeschlossen - aber eher unwahrscheinlich. Und "Material" ist ja genug da. Die Risiken deshalb begrenzt.
Siehst du es als Mittel- oder Langfrist-Invest?
Interessant - dachte dass sie mindestens die 15% einbehalten.
Ist aber denke ich vom Broker abhängig. Man liest immer wieder, dass bei Dividenden von LP's bis zu 39% einbehalten werden. Will man was zurückholen, muss man eine "Steuererklärung" in den USA abgeben.
Die Erträge von OCI müssten ja die nächsten Jahre recht stabil ausfallen. Fallende Preise nicht ausgeschlossen - aber eher unwahrscheinlich. Und "Material" ist ja genug da. Die Risiken deshalb begrenzt.
Siehst du es als Mittel- oder Langfrist-Invest?
Antwort auf Beitrag Nr.: 48.336.484 von mge am 17.11.14 08:49:12ich hatte kohle übrig und dachte.. legst mal was in einen dividendenstarken titel an.
würde oci mal 100% steigen, bin ich aber wahrscheinlich raus.
würde oci mal 100% steigen, bin ich aber wahrscheinlich raus.
Bilanzprognose (2014e)
KGVe: 10,424
KCVe: --
DIVe: 8,73%
KGVe: 10,424
KCVe: --
DIVe: 8,73%
langsam kommt Schwung in den laden
wird zeit für neue ATHs
wird zeit für neue ATHs
noch etwas stoff aus 2014:
Roskill: FMC Sale Shakes Up the Soda Ash Industry
http://www.sys-con.com/node/3231123
Pressure Builds on Soda Ash Prices Amid Supply Shifts
http://news.thomasnet.com/imt/2014/07/29/pressure-builds-on-…
Roskill: FMC Sale Shakes Up the Soda Ash Industry
http://www.sys-con.com/node/3231123
Pressure Builds on Soda Ash Prices Amid Supply Shifts
http://news.thomasnet.com/imt/2014/07/29/pressure-builds-on-…
ideales Momentum!
Buy This 8%-Plus Yielding High-Dividend Stock For Dividend Security Going Ex-Dividend Soon
http://seekingalpha.com/article/2808025-buy-this-8-percent-p…
http://seekingalpha.com/article/2808025-buy-this-8-percent-p…
heute geht ja der punk ab in NY mit OCIR.. lange nicht so eine große Anzahl Trades!
alles ok;
alles ok;
sogar ne kleine technische Reaktion heute.. die 26 wurden getestet.
neues Intraday AT-High.. konnte OCIT leider nicht mit übers Wochenende mitnehmen..
Oci Resources LP Declares Quarterly Dividend of $0.53 (OCIR)
http://www.lulegacy.com/2015/01/16/oci-resources-lp-declares…
Oci Resources LP Declares Quarterly Dividend of $0.53 (OCIR)
http://www.lulegacy.com/2015/01/16/oci-resources-lp-declares…
lustige Konstallation, Kauf bei ca. 22.. durch den Dollar Kurs aber schon ca. 45% im Plus in Euro
angenehme Volumenzunahme:
OCI Resources LP Announces Fourth Quarter and Year Ended 2014 Financial Results
Net sales of $126.0 million increased 7.1% over the prior-year fourth quarter; year-to-date net sales of $465.0 million increased 5.2% over the prior year.
Adjusted EBITDA of $34.8 million increased 7.7% over the prior-year fourth quarter; year-to-date Adjusted EBITDA of $120.5 million increased 15.4% over the prior year.
Earnings per unit was $0.68 in the fourth quarter, an increase of 9.7% over the prior-year fourth quarter of $0.62; $2.23 year-to-date.
Quarterly distribution declared per unit of $0.5315, increased 6.3% over the prior-year fourth quarter.
Distributable cash flow of $14.3 million increased 8.3% over the prior-year fourth quarter; $53.1 million year-to-date. The distribution coverage ratio was 1.35 for the fourth quarter; 1.29 year-to-date.
2015 Outlook:
We expect our volume sold to increase 2% to 4%.
We expect our international realized prices to rise 3% to 5%.
Expansion capital expenditures are planned to be $18 to $25 million as we continue to focus on de-bottlenecking our operation to produce additional volume.
Maintenance of business capital expenditures are planned to be in the range of $14 to $17 million.
Net sales of $126.0 million increased 7.1% over the prior-year fourth quarter; year-to-date net sales of $465.0 million increased 5.2% over the prior year.
Adjusted EBITDA of $34.8 million increased 7.7% over the prior-year fourth quarter; year-to-date Adjusted EBITDA of $120.5 million increased 15.4% over the prior year.
Earnings per unit was $0.68 in the fourth quarter, an increase of 9.7% over the prior-year fourth quarter of $0.62; $2.23 year-to-date.
Quarterly distribution declared per unit of $0.5315, increased 6.3% over the prior-year fourth quarter.
Distributable cash flow of $14.3 million increased 8.3% over the prior-year fourth quarter; $53.1 million year-to-date. The distribution coverage ratio was 1.35 for the fourth quarter; 1.29 year-to-date.
2015 Outlook:
We expect our volume sold to increase 2% to 4%.
We expect our international realized prices to rise 3% to 5%.
Expansion capital expenditures are planned to be $18 to $25 million as we continue to focus on de-bottlenecking our operation to produce additional volume.
Maintenance of business capital expenditures are planned to be in the range of $14 to $17 million.
Earnings Call Transcript
http://seekingalpha.com/article/2906716-oci-resources-lps-oc…
http://seekingalpha.com/article/2906716-oci-resources-lps-oc…
Steady demand from glass markets and Asian detergent manufacturers to keep prices up this year.
Prices for natural and synthetic soda ash rose in all major markets across the world last year and are set to remain robust in 2015.
http://www.indmin.com/Article/3432945/Soda-ash-prices-to-rem…
Prices for natural and synthetic soda ash rose in all major markets across the world last year and are set to remain robust in 2015.
http://www.indmin.com/Article/3432945/Soda-ash-prices-to-rem…
Kurs ist vom Hoch 14% zurückgekommen (in Dollar) - trotz guter Börsenstimmung.
Gibt es Gründe?
Gibt es Gründe?
Antwort auf Beitrag Nr.: 49.349.234 von mge am 17.03.15 11:15:41Schwung gibts erst vor der nächsten dividenden-runde... relax
Dividende.. wieder bisl mehr, als im letzten Quartal
ATLANTA--(BUSINESS WIRE)-- OCI Resources LP (the "Partnership") (NYSE: OCIR) announced today the approval, on April 16, 2015, of an increase to its quarterly distribution by the board of directors of its general partner. The quarterly distribution of $0.5380 for the first quarter of 2015 is payable on May 15, 2015, to unitholders of record on May 1, 2015.
ATLANTA--(BUSINESS WIRE)-- OCI Resources LP (the "Partnership") (NYSE: OCIR) announced today the approval, on April 16, 2015, of an increase to its quarterly distribution by the board of directors of its general partner. The quarterly distribution of $0.5380 for the first quarter of 2015 is payable on May 15, 2015, to unitholders of record on May 1, 2015.
New US Soda Ash bill to maintain US global competitiveness
http://www.indmin.com/Article/3447863/SodaAsh/New-US-Soda-As…
http://www.indmin.com/Article/3447863/SodaAsh/New-US-Soda-As…
Analysts at SunTrust Robinson Humphrey initiated coverage on Oci Resources LP
OCIR 0.27%
with a Buy rating. The target price for Oci Resources is set to $28. Oci Resources' shares closed at $23.89 on Friday.
Read more: http://www.benzinga.com/analyst-ratings/initiation/15/05/553…
OCIR 0.27%
with a Buy rating. The target price for Oci Resources is set to $28. Oci Resources' shares closed at $23.89 on Friday.
Read more: http://www.benzinga.com/analyst-ratings/initiation/15/05/553…
OCI Enterprises Inc., the North American subsidiary of OCI Company Ltd. of Seoul, Korea, announced today that it is evaluating strategic alternatives for its stake in OCI Resources LP (NYSE:OCIR).
Bin heute raus.
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