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OMV Aktiengesellschaft (OMV.VI)

Vienna - Vienna Delayed price. Currency in EUR
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45.66+0.14 (+0.31%)
At close: 5:35PM CEST
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  • G
    Gerhard
    Bloomberg: OMV's recent acquisition of additional shares of Borealis AG has paid off. In the latest Q4 trading update, OMV announces synergies of EUR 300 Mio.
  • G
    Gerhard
    Personal Opinion: Q4 looks promising, Naphtha and petrochemical prices went up since Q3. In December, OMV and Gazprom signed a gas deal agreement until 2040 (some sources talk about an indirect payment for OMV's loan to the Nord Stream 2 project). The Q4 trading update showed a positive profit in the two-digit mio. range.

    This will jump up back to +37 EUR/share.
  • G
    Gerhard
    They will increase the dividends by +15% ...2 EUR/share. Congratulations!
  • G
    Gerhard
    S&P Report: Naphtha prices increase due shortage on supply side. This will boost OMV's petrochemical business (due the recent aquisition of Borealis).

    Note: Borealis made 2019 a profit of EUR 1 billion (EUR 8 billion revenue)
  • P
    Peter
    Good news for OMV shareholders: Construction of the NordStream II pipeline continues. OMV has big involvement there.
  • G
    Gerhard
    European Gas Conference: OMV's CEO is urging the European Union to partner with Russia on Hydrogen. "Europe needs Hydrogen in order to reach the climate goals for the EU" - Rainer Seele (CEO)
  • G
    Gerhard
    Personal Note: Also note the following two points:

    - OMV is entitled to receive Borealis' dividends - also for 2019 (see below mentioned link)
    - The Q4 report will have Borealis fully consolidated, which means that tax and cost synergies and revenues will be included from both companies.

    My only wish was that I should have bought more shares of this cash-cow when it was at 20 EUR/share.
  • G
    Gerhard
    Today is profit taking and also a good day to buy the dip.

    - Oil will hit $60/barrel today
    - Biden will give an announcement on the $1.9tn stimulus package
    - Note: a stimulus will weaken the dollar and is bullish for the oil price
  • N
    NYSE
    Big recommendation to buy. Europe is going to resume very soon to normal activities.This great Company is undervalued with very strong potentials to rise up to 40#$%$
  • G
    Gerhard
    Q4 Results are here. Very bullish. Furthermore, they presented a EUR 2bn divestment program which includes selling their gas/filling stations in other countries.

    Remember, they did that already with their filling stations in Germany. Top notch company, I have to admit!
  • D
    Daniel
    few days until dividend payment #$%$1,75 per share - nice 5,6% yield while the stock is undervalued by 50%. Just added another 1000 shares to my portfolio
  • P
    Peter
    The numbers in Q4 are in comparison to Q3 simply brilliant. Purchase of Borealis was a good move. Dividend of 1.85 EUR with my avg 24 EUR per stock.. yummy!
  • G
    Gerhard
    Save the date: Q4 Report is on 4th of Feburary!
  • P
    Peter
    Probably the best petrochemical stock on Earth.
  • G
    Gerhard
    All eyes on tomorrow's presentation. Hope you bought some calls!
  • m
    moritz
    Bullish as hell on this company.