BFFAF News and Press, Basf Se Ord From 03/04/22

BASF (OTCQX:BASFY) says it signed an agreement to secure land for a cathode active materials and recycling site in Quebec, with plans to start production in 2025, as part of its commitment to support North American manufacturers in their transition to electric vehicles. Canada Industry Minist...

Strong pricing power to offset European energy cost pressure. Record dividend per share supported by strong fundamentals. After the sell-off, we see a record valuation discount compared to peers. For further details see: Covestro: Comment After Q4 Release

The following slide deck was published by BASF SE in conjunction with their 2021 Q4 earnings call. For further details see: BASF SE 2021 Q4 - Results - Earnings Call Presentation

Spreads are solid, and despite the automotive, yearly numbers were positive. We like the production expansion in Verbund site in China. Raising of the DPS despite short-term turbulence. Highly discounted versus peers, for us, it's a buy. For further details see: BASF...

Supply disruption and price volatility are both expected. As both Russia and Ukraine have ports serving the grains and oilseeds trade along the Black Sea, logistics will be a key issue. Construction of a sunflower seed processing plant was recently completed in Ukraine. For ...

With the war in Ukraine, I'm taking a look at the high-level implications and guiding toward what would be considered decent targets and considerations. There are negatively and positively impacted sectors to consider. The current environment offers buying opportunities as well as ris...

BASF (OTCQX:BASFY) falls more than 3% in Europe after reporting a drop in Q4 profit, hurt by €800M in additional costs due to rising natural gas prices in Europe, and expecting results to decline in 2022 in a slowing economy. The company Q4 net profit fell to €898M (~$1B) f...

In light of the UK government's "Global Britain" agenda, the focus on striking new free trade agreements with major global economies is a key priority for the current UK administration in 2022. Developments in sustainable AgriTech, crucial to Brazil's agricultural revolution, could ho...

Inflation concerns have started to affect market sentiment, but it is highly uncertain if that will lead to a real market correction or just some short-term dips. I am continuing my monthly investment plans while still awaiting a real market correction or possibly a real crash once ma...

Demand for fresh water is outrunning supply as the result of aquifer and reservoir depletion; farmers are having to cut back. At the same time, crops are coming under stress as the result of climate change / global warming and sustained droughts. For growth, value, and income, inv...