Neste

Investeerimine
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Kanep on teine teema
Florida hääletas koos presidendiga ka kanepi lubamist kõigile 21+. Praegu lubatud vaid med kanep. Arvati et läheb läbi, 60% hääli oli vaja. See oleks lisanud turule mingi miljard-kaks aastas. Aga ei läinud läbi. seepärast kanepiaktsiad kukkusidki.
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Tulekahju

Neste’s Rotterdam refinery has been shut down due to a fire on 8 November 2024. The fire has been extinguished and it did not cause any injuries. Neste is currently investigating the incident and the repair work will start as soon as possible.

Based on our initial assessment, the Rotterdam refinery production will be down for several weeks impacting the renewable diesel customer deliveries. As a result, Neste changes its Renewable Products total sales volume guidance for 2024:

The revised 2024 guidance for Renewable Products is: “Renewable Products’ total sales volume is expected to increase from 2023 and to reach approximately 3.7 Mt (+/- 5%) in 2024, out of which SAF sales volume is expected to be 0.35–0.55 Mton. Renewable Products’ full-year 2024 average comparable sales margin is expected to be in the range of USD 360–480/ton”.

The previous 2024 guidance for Renewable Products was: “Renewable Products’ total sales volume is expected to increase from 2023 and to reach approximately 3.9 Mt (+/- 5%) in 2024, out of which SAF sales volume is expected to be 0.35–0.55 Mton. Renewable Products’ full-year 2024 average comparable sales margin is expected to be in the range of USD 360–480/ton”

We are mitigating any impacts on our renewable diesel customers. The incident has no effect on the ongoing Rotterdam refinery expansion project.

Neste Corporation
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Hea uudis on see, et see tulekahju tõstis kõvasti (10%+) HVO hinda Euroopa turul, sest Neste Rotterdami rafineerimistehas on Euroopa suurim oma 1,3m tonnise tootmismahuga.
Halb uudis on see, et Neste ei saa nüüd sellest hinnatõusust mitu nädalat osa enne kui tehas taas käima läheb.
Neste uuest guidance'st läks 0,2m tonni maha, HVO-d, sest SAF-i guido ei muutunud.
Njah, kurat, ei ole ikka veel ostukoht. Üks negatiivne sürpriis tuleb veel, kui nad ütlevad, et selle aasta eest divikat ei saa. Tegelt oleks selle võinud nüüd koos uue guidoga juba välja öelda.
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To= Schlagbaumm
Väljusin eile siiski, ei tahtnud jääda trumpi-tuulte meelevalda. täna selgub, et oli õige otsus. Neste saab koos muu taastuva sektoriga kõvasti tappa. 13 euro tasemest vajus läbi nagu ei miskit. next stop 12

---Aga täna, nädal aega hiljem selgub , et ei olnud õige otsus? Kahe päevaga +9 %. Hõisata ei tohi aga natuke positiivsust teeb ikka, kui suur ports Nestet käes. :)
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HVO hind on tõusnud üsna püstloodis ja eks Neste praegu isegi midagi teenib, kui müüb tünne tühjaks.
jama on aga selles, et Rotterdam on maas, endiselt ja kui ta viimati maas oli, eelmisel aastavahetusel kui õigesti mäletan, siis oli ta kutu mingi 4-5 nädalat. Nii et vaevalt ta praegugi enne tööle hakkab.
kaks ilusat tõusupäeva on pannud tõepoolest näpud uuesti sügelema, aga ma siiski passin. kst. nagunii selgub, et teistpidi loll. see põhja püüdmine on üks suur müsteerium
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Mingi 60 milj. liitri peale sõlmiti leping ka esmakordselt Kanadaga, läheb lennukite kütteks.
Ega põhja siin ei tea jah, aga mõtle positiivselt, see kui pos ajutiselt ka vee all ja kui firma nimel aktsiad, siis see ajutine miinus vähendab järgmistel aastatel maksukohustust :)
Kus sa HVO hinda jälgid?
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Mina vaatan siit: https://www.qcintel.com/
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Kaks nädalat näeb tasuta. Kui ladudes manti piisavalt ja kindlustus rikke kataks, võiks järgmisi tulemusi isegi oodata.
Panen ajaloo mõttes siia 3kuu oma.
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Ma vaatan ICE-st, seal on üleüldse tasuta, ainult intraday ei näe, aga noh kui pole treider, siis pole sest lugu.

Aasta graafik on päris ilus:
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Lugesin täna info kirja ja mõtlesin, et kui palju võiks olla osaliselt riigi firmades paremad tulemused, kui liikmed saaksid ka 40% palgast aktsiates.

Annual fees:

Board members are paid the following fixed annual fees for the term starting at the end of the 2025 AGM and ending at the end of the 2026 AGM:

Chair: EUR 165,000 (135,000), 
Vice Chair: EUR 90,000 (75,000),
Chairs of the Committees EUR 90,000 (75,000 Chair of the Audit Committee) if the person does not simultaneously act as Chair or Vice Chair; and
Members: EUR 75,000 (60,000).

Meeting fees:

In addition to above mentioned fixed annual fees, the Board members will be paid as follows for participation in Board or committee meetings:

EUR 1,000 (1,000) for meetings, or
EUR 2,000 (2,000 or 3,000, for meetings held outside the same continent as the member’s home country) for meeting, if the member travels to the meeting outside his/her home country 
The meeting fee for meetings held over the telephone or through other means of data communication is paid according to the fee payable for meetings held in the member's home country.
In addition, compensation for expenses is paid in accordance with the Company's travel guidelines.

Payment in the form of shares:

Part of the fixed annual fees will be paid in the form of shares in Neste Corporation to be purchased from the markets as follows:

A portion of 40% of the fixed annual fee will be paid in the form of shares and the remainder in cash. Meeting fees will be paid in cash

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Eile sai siis teatavaks,et Pasi Laine vahetab välja senise juhatuse esimehe Matti Kähköneni. Pasi on TEGIJA vaadates mida ta tegi Valmetiga. Aega võtab aga loodame,et teeb Nestega imet.

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Kas Pasi ei saa pigem nõukogu esimeheks (eeldusel, et juhatus tegeleb igapäevase juhtimisega)?

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Soome keeles on see hallituksen puheenjohtajaksi . Minu soome keele oskuse juures tähendaks juhatuse esimeest aga ega ma väga soome keelt ei oska. Kes oskavad, saavad täpsustada.

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Hallituksen puhenjohtaja on juhatuse esimees. Nõukogu on hallintoneuvosto

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Näpu otsaga ikka ostetakse, pärast siin hea uus LHV neid koguseid scrollida. Aktsiat see info ei mõjuta, aga huvitav jälgida. (vahepeal tehti ka leping, et uutele BMW topitakse tehasest tulles paak rohelist kütust täis, endal tekkis kohe mõte, et äkki saavad diislid nii lubatud normidesse viia tulevikus, kui panevad müügile klausli ,- tankida biodiislit.):

Neste and Air New Zealand have signed an agreement for the supply of 23,000 tons (30 million liters) of neat, i.e. unblended Neste MY Sustainable Aviation Fuel™. It is the airline’s largest purchase of sustainable aviation fuel (SAF) to date. The SAF will be used by Air New Zealand at Los Angeles (LAX) and San Francisco (SFO) international airports through to February 2026.

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Aga aktiivselt ta vist firma juhtimisega ei tegele, sest eilsest arvopaperist sai loetud, et “Laine teki Valmetilla niin hyvää tulosta, että hänelle maksettiin poikkeuksellinen 1,25 miljoonan euron erokorvaus, vaikka hän irtisanoutui yhtiöstä oma-aloitteisesti aiemmin tänä vuonna eläköityäkseen. …Laine johtaa myös muiden suuryhtiöiden hallituksia. Hän on eläkevakuutusyhtiö Ilmarisen ja pörssiyhtiö Konecranesin hallitusten puheenjohtaja.”

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Huvitav , kui see diisel ja asjad kõik nii puhtad, kas varsti saaks autosid uuesti toota ilma EGR ja muu sellise jamata, mis inimestel koguaeg peetis?
Täna siis uudis laevadele tarnest.

Neste, KPI OceanConnect and Global Energy collaborate for the first delivery of Neste MY Renewable Diesel to the marine sector in Singapore

Neste Corporation, News, 8 January 2025

800×600 80.6 KB

Photo: Delivery of Neste MY Renewable Diesel to the marine sector in Singapore. Source: KPI OceanConnect

Neste and KPI OceanConnect, a global provider of marine energy solutions, collaborate on the supply of Neste MY Renewable Diesel™ to the marine sector in Singapore in partnership with Global Energy for operational delivery in Singapore waters. This is the first time renewable diesel is supplied to the marine sector players to be used e.g. by cruise ships in Singapore.

Neste MY Renewable Diesel is a solution for reducing greenhouse gas (GHG) emissions in multiple sectors powered by diesel engines, such as in heavy transportation, mining and in construction. Made from 100% renewable raw materials, Neste MY Renewable Diesel is a direct replacement to fossil diesel, suitable for all diesel engines, and its use results in up to 90%* reduced GHG emissions over its life cycle compared to fossil diesel. Neste MY Renewable Diesel has a similar chemical composition to fossil diesel, it is a drop-in solution that can be used in all diesel-powered vessels without the need for additional investment or modifications to engines or fuel distribution infrastructure.

“This first supply of Neste MY Renewable Diesel to the marine sector in Asia-Pacific marks a significant milestone for the industry and demonstrates the versatility of the product across a wide range of applications where it can replace fossil diesel. It is an effective solution for enabling the marine sector to be more sustainable,” says Ee Pin Lee, Head of Commercial APAC, Renewable Products at Neste.

“We are proud to be industry first movers in sourcing and delivering renewable diesel for our clients, helping them reduce their carbon footprint and achieve their environmental goals. By working closely with Neste and Global Energy, we were able to offer a high-quality biofuel to our client, laying the groundwork for further fuel uptake and decarbonisation progress. This successful delivery is a testament to how partnerships can help advance the industry’s green transition,” says Jesper Sørensen, Head of Alternative Fuels and Carbon Markets at KPI OceanConnect.

“Partnering with Neste and KPI OceanConnect to supply renewable diesel to the marine sector in Singapore is an important step in helping our clients reduce their environmental impact. By providing seamless and reliable delivery of renewable diesel with a Maple barge, we are supporting the industry’s transition without compromising operational efficiency. We’re proud to play a role in driving these crucial efforts within the maritime sector,” says Chow Munee, Group Business Manager at Global Energy.

This collaboration sets an important precedent for the marine sector to utilize more sustainable alternatives in their operations. The use of Neste MY Renewable Diesel helps reduce the environmental impact in the marine sector, but also showcases the feasibility of adopting more sustainable solutions seamlessly.

*) The GHG emission reduction varies depending on the region-specific legislation that provides the methodology for the calculations (e.g. EU RED II 2018/2001/EU for Europe and US California LCFS for the US), and the raw material mix used to manufacture the product for each market.

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Neste will publish its fourth-quarter and full-year 2024 results on Thursday, 13 February 2025 at approximately 9 a.m. (EET). The release will be available on the Neste website immediately after publishing.

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Paras pommiauk

Year 2024 in brief:
● Comparable EBITDA totaled EUR 1,252 (3,458) million
● EBITDA totaled EUR 1,005 (2,548) million
● Renewable Products’ sales 3,729 (3,382) kton
● Oil Products’ sales 10,147 (11,885) kton
● Cash flow before financing activities totaled EUR -313 (751) million
● Comparable return on average capital employed (comparable ROACE) was 2.5% (23.9%)
● Leverage ratio was 36.1% at the end of December (31 Dec 2023: 22.7%)
● Comparable earnings per share were EUR 0.17 (2.88) ● Earnings per share: -0.12 EUR (1.87)
● Board of Directors will propose a dividend of EUR 0.20 per share (1.20), totaling EUR 154 (922) million

Fourth quarter in brief:
● Comparable EBITDA totaled EUR 168 (797) million
● EBITDA totaled EUR 143 (672) million
● Renewable Products’ comparable sales margin was USD 242 (813)/ton
● Oil Products’ total refining margin was USD 11.8 (18.9)/bbl
● Cash flow before financing activities was EUR 504 (475) million
● Comparable earnings per share were EUR -0.13 (0.66) Figures in parentheses refer to the corresponding period for 2023, unless otherwise stated.

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paistab et viimaste tulemuste juures tegi põhja ära. dividendi kärbe oli aktsionäride silmis jõle tegu ja seda oli liikumisest näha, aga nüüd on küll kõik negatiivne hinnas sees.

paar positiivset arengut ka:
Indoneesia kavatseb järgmisest aastast teha 3% SAF kohustuse. See on Neste Singapuri tehase müügireviir
tootmiste sulgemine ja nende avamise sahtlissepanek on viinud selleni, et Euroopa renewables turg on struktuurselt lühike lähemas ja keskpikas vaates (Hispaania naftafirma Moeve kirjutab oma aastaraportis)
sarnast sõnumit levitas ka Neste pealik Malinen oma äsjases intervjuus Inderesi analüütikule. umbes viienda minuti paiku räägib turuolukorrast ja umbes kaheksandal minutil SAFist

Edit: nagu alati, hakkas aktsia liikuma miinusesse kohe pärast seda kui ma temast juttu tegin. ehk alla 9 euro saab veel tänagi osta. niipalju siis põhja call’imisest