اقفال30-1-2009
اليوريا الشرق الاوسط 296 دولار (اعلى سعر تاريخي هو 898 دولار ) متوسط سعر 2007 هو 325 دولار
الامونيا الشرق الاوسط 202 دولار (اعلى سعر تاريخي هو 900 دولار ) متوسط سعر 2007 هو 225 دولار
بالنسبة لربح سافكو المتوقع اذا استمرت الاسعار على ما هي عليه الان فهو:
1- من اليوريا 225 الف ضرب ( 3.75 ) ضرب ( 296 - 115 ) = 153 مليون شهريا
2- من الامونيا 75 الف ضرب ( 3.75 ) ضرب ( 202 - 80 ) = 102 مليون شهريا
3- الارباح الشهرية الصافية = 255 مليون شهريا
4- الارباح الصافية سنويا = 3060 مليون سنويا = 12.24 ريال للسهم
5- مكرر الارباح على سعر93 ريال = 7.6 مكرر
6- انخفاض سعر اليوريا 10% من 326 دولار الى 296 دولار للطن.
7- ارتفاع الامونيا 40 % من 145 دولار الى 202 دولار للطن.
8- بدء انتاج بعض مصانع الاسمدة العالمية بسبب ارتفاع الاسعار.
اليكم هذين الخبرين :
29 January 2009 17:46 [Source: ICIS news]
LONDON (ICIS news)--Black Sea urea prices have fallen $30-40/tonne (€23-30/tonne) on the back of weaker sentiment and reduced buying interest, market sources said on Thursday.
Business took place predominantly in the range of $260-265/tonne FOB (free on board) Yuzhny, down $30-40/tonne from the end of last week.
Turkey apart, there were few buyers active in the market this week.
Moreover, some of the uncertainty that had prompted prices to climb was removed once Russia and Ukraine settled their dispute over gas supplies, and Ukrainian producers began to resume operations.
The Black Sea port of Yuzhny is a major shipping terminal for urea and other fertilizers.
22 January 2009 17:23 [Source: ICIS news]
LONDON (ICIS news)--An ammonia sale has been completed out of the Black Sea port of Yuzhny, representing the first price indication for over a month, market sources said on Thursday.
Trader Trammo bought Russian tonnes from Nitrochem at $200/tonne (€154/tonne) FOB (free on board), said sources.
Trammo is expected to load the tonnes on the Kurzeme vessel, which is due to arrive in Yuzhny on 26 January, but will not load until early February following repairs to the pipeline delivering ammonia to the port, according to sources.
Nitrochem is understood to be discussing further sales with other buyers for February at the recent sale price level – and higher – sources said.
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