On ikka kena ralli olnud, hea näide taas , kuidas mõnikord pole vale taktika osta langevat nuga, aga närv peab tugev olema.
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Tulemused olid vist head, 20€
Third quarter in brief:
● Comparable EBITDA totaled EUR 531 (293) million
● EBITDA totaled EUR 447 (301) million
● Renewable Products’ comparable sales margin was USD 480 (341)/ton
● Oil Products’ total refining margin was USD 15.5 (10.6)/bbl
● Cash flow before financing activities was EUR -50 (16) million
January–September in brief:
● Comparable EBITDA totaled EUR 1,083 (1,084) million
● EBITDA totaled EUR 893 (861) million
● Cash flow before financing activities was EUR -49 (-803) million
● Cash-out investments were EUR 679 (1,245) million
● Leverage ratio was 38.0% at the end of September (31.12.2024: 36.1%)
● Comparable earnings per share: EUR 0.25 (0.30)
● Earnings per share: EUR 0.04 (0.05)
Figures in parentheses refer to the corresponding period for 2024, unless otherwise stated.
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Käive vähenes 15 mrd → 14 mrd, aga rentaablus paranes
Cash flow miinusega, sest toodeti lattu ette, kuna Rotterdami ja Singapuri rafineerimistehased on mõlemad poolteist kuud korralises hoolduses aasta lõpus.
Kasvu panustas traditsiooniline kütus rohkem kui renewables, aga viimasel tunduvad ka olevat juba jalad kindlalt põhjas. Igatahes tore, et Porvoo aasta lõpus hoolduses ei ole, kust tavalisest naftast tooted tulevad 
Kes kevadel taipas 0,7 book value pealt osta, sel on praeguseks 100% tõusu käes.
mina nii nutikas polnud, minul oli vaja enne divika kärbet ahnitseda, ehkki divika kärbe oli selgelt oodatav ja selle mõju aktsiahinnale samuti prognoositav. aga igal juhul on poss praegu reipalt roheline ja kavatsen ka edasi hoida.
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Viimasel ajal eps või vabaraha kedagi eriti ei huvita, põhiline, marginaal paraneb, eile Nokia Renkaa samuti hüppas 400% marginaali paranemise peale.
Krt oleks koodid unustanud , siis oleks Nestega rikkaks saanud.
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Inerts ja trend tundub tugev sellega, kui tõus läks järsuks proovisin veidi vähendada ja languse ajal varusid täiendada…nüüd vb tahta minna uusi tippe püüdma.
Eks võib arvata, et üks kett varsti Soomes kütust ei müü, eile oli ka rõve uudis, mis rääkis, mis CO2 koodi plaanib aasta pärast EU lisada.
Ise sai vahepeal Equinori võetud, gaas hind U.S rallib korralikult ja div ka 6%.
Ostetakse ka aasta lõpuni aktsiat tagasi ja tuuliku bisnessist ka nats pos. uudis, et Oersted vähendas ühes pargis osalust, see oli kõnes selline AGA koht.
Paistab, et Neste võib teha uue jala alla, otseselt kliima kokkuleppes musta kütust ei keelatud ja lisaks vaatan, hiinlaste näpud ulatuvad ka igale poole- kui just see autotöösusega seotud pole, ala anname teile sakslastele kiibid tagasi, kui meilt kütust ostate. Diil
Mis on uudised et see kasvab täna 5% ?
Shelli boss ei näe SAFiga tegelemisel pointi ja pani Rotterdami tehase ehituse seisma 3 k. tagasi.
Wael Sawan, chief executive of Shell, has rowed back on green commitments over concerns they have not been able to achieve the desired returns on investment. The Shell boss cautioned earlier this year that the take-up of SAF in the aviation industry was less than 0.1%. He said it was “difficult to see a penetration that is going to be massive” because the green alternative “is more expensive” than fossil fuels.
Eelmine nädal tuli 2 ostusoovitust:
OP Corporate Bank: MarketScreener teatab 5. detsembril 2025, et OP Corporate Bank tõstis NESTE reitingu “Buy” (osta) ja seadis hinnasihi 27 €.
Bank of America: sama päev (5. dets 2025) tõstis Bank of America NESTE reitingu “Underperform” → “Buy”.
Neste’s Board of Directors decided on a new plan period within the share-based long-term incentive scheme for key employees
Neste Corporation, Stock Exchange Release, 10 December 2025 at 2:45 p.m. (EET)
The Board of Directors of Neste Corporation has approved the commencement of a new plan period within the share-based long-term incentive scheme for Neste’s key employees. The scheme comprises a Performance Share Plan (also “PSP”) targeted to Neste’s management and selected key employees and a Restricted Share Plan (also “RSP”) which serves as a complementary structure for individual retention and recognition and for other specific situations.
Neste originally announced the establishment of the long-term incentive scheme on 12 June 2025.
Performance Share Plan (PSP) 2026-2028
The next individual plan within the PSP structure, PSP 2026-2028, commences effective as of the beginning of 2026 and the potential share reward thereunder will be paid during the first half of 2029. The payment of the reward is conditional on the achievement of the performance metrics the Board of Directors has set for the plan.
The performance metrics based on which the potential share reward under PSP 2026‒2028 will be paid are Renewable Fuels Sales Volume and Neste comparable ROACE. The performance metrics of the scheme are strongly linked to Neste’s ambitious climate targets, such as the positive climate impact, carbon handprint, resulting from customers replacing fossil fuels with renewable fuels produced by Neste.
Eligible to participate in PSP 2026-2028 are approximately 120 individuals, including the members of Neste Leadership Team.
If all the performance metrics set for PSP 2026‒2028 plan are fully achieved, the aggregate maximum number of shares to be paid based on this plan is approximately 1,020,000 shares (referring to gross earning, from which the applicable payroll tax is withheld, and the remaining net value is paid to the participants in shares).
The estimated aggregate gross value of this plan, based on the current value of the share of Neste, is approximately EUR 17.6 million. The materialized value of the plan may deviate from this estimate as a result of share price development and the degree to which the performance metrics set for the plan are achieved.
If the individual’s employment with Neste terminates before the payment date of the share reward, the individual is, as a main rule, not entitled to any reward based on the plan.
Restricted Share Plan (RSP) 2026-2028
The next plan within the Restricted Share Plan structure, RSP 2026-2028 commences effective as of the beginning of 2026, and the potential share reward thereunder will be paid during the first half of 2029 at the latest.
A precondition for the payment of the share reward based on the Restricted Share Plan is that the employment or service of the individual with Neste continues until the payment date of the reward.
The aggregate maximum number of shares to be paid based on RSP 2026-2028 is approximately 102,000 shares (referring to gross earning, from which the applicable payroll tax is withheld, and the remaining net value is paid to the participants in shares).
The estimated aggregate gross value of this plan, based on the current value of the share of Neste, is approximately EUR 1,8 million. The materialized value of the plan may deviate from this estimate as a result of share price development and the amount of share grants made based on the plan.
Other terms
The amount of rewards payable to participants based on Neste’s long-term incentive scheme is limited by a pay cap set by the company’s Board of Directors.
Neste applies a share ownership policy to the members of the Neste Leadership Team. The members of Neste Leadership Team shall retain in their ownership at least half of the shares received under the share-based incentive programs of the company until the value of their share ownership in Neste corresponds to at least their annual gross base salary.
Neste Corporation
Board of Directors
Eks reaalne põhjus pigem see, vahet pole, et homme eps plussis pole link
Neste tõmbab ka kulutusi koomale.
Neste Corporation, Press Release, 15 December 2025 at 11 a.m. (EET)
Neste, the world’s leading producer of renewable diesel and sustainable aviation fuel (SAF), revises some of its climate targets due to the company’s current financial position and streamlined investment portfolio. Reaching the original climate targets by the previously communicated very ambitious target years would have required significant investments that are currently not realistic. Neste continues to drive growth in renewable fuels, providing alternatives to fossil fuels to mitigate climate change.
Neste sets a carbon footprint target of reducing greenhouse gas emissions in its own operations (Scope 1 & 2) by 80% by 2040, replacing the target of reaching carbon neutral production by 2035. The timeline for the related interim target of 50% emission reduction is extended from 2030 to 2035. With these changes Neste focuses solely on absolute emission reductions in its own operations and removes the option of using emission compensation from its climate target setting. Two of Neste’s climate targets remain unchanged: the carbon footprint target to reduce the use-phase emission intensity of sold products by 50% by 2040, and the carbon handprint target to help customers reduce their greenhouse gas emissions by 20 Mt annually by 2030. The respective reference years 2019 and 2020 have not been changed.
“The company’s original targets to reduce its carbon footprint were based on a plan to transform Neste’s Porvoo refinery into a renewable and circular solutions refining hub by 2035. Since we announced the delay of Porvoo refinery transformation earlier this year, we have conducted a careful assessment of our climate targets to ensure they are ambitious but realistic. Neste’s current financial position does not allow further major capital expenditure beyond the ongoing 2.5 billion euros investment in expansion of our renewables refinery in Rotterdam. As investment projects in our industry take years to complete, the timelines of our climate targets have to be delayed under the current circumstances,” says Neste’s CEO Heikki Malinen.
In the short term, Neste’s climate footprint mitigation actions focus on energy efficiency and operational excellence measures as well as evaluating alternatives to fossil hydrogen. Neste’s planning and development work to gradually convert the Porvoo refinery will continue, and the timeline for transitioning from crude oil to processing renewable and circular raw materials will be determined in line with the actual fuel market demand, legislation development and technological development. For the time being, fossil fuels are needed, among other things, to ensure security of energy supply in Finland.
“Neste continues to provide its customers and consumers alternatives to fossil fuels, and our continuing investment in the world’s largest renewable fuels refinery in Rotterdam underlines our commitment to this. We have also been able to reduce GHG emissions in our own operations by 24% since 2019, despite increasing our production of renewable fuels. We continue our efforts to contribute to mitigating climate change, while at the same time ensuring sustainable financial performance and long-term success,” says Malinen.
Information on Neste’s climate targets is available on Neste’s website. Detailed information on e.g. related plans and progress will be provided in the company’s sustainability statement, which will be published on Neste’s website on 4 March 2026 at the latest.
Neste Corporation
Hanna Maula
Senior Vice President, Communications, Marketing, Sustainability and Public Affairs
Neste täna 4Q tulemustega väljas. Minu arvates pole paha aga turg arvab vastupidiselt. Aktsia hetkel -8 %. Eelmised Q pole head olnud aga aktsia on tõusnud, saa sa siis nüüd aru? 
Ei oma, aga tulemused olid korralikud, võimalik kõnes mingi mure noot, ei kuulanud. Numbrid on korralikud.
Neste’s Financial Statements Release 2025
Neste Corporation, Financial Statements Release, 5 February 2026 at 9 a.m. (EET)
Stronger results towards the end of 2025 - performance improvement work continues
Year 2025 in brief:
Comparable EBITDA totaled EUR 1,683 (1,252) million
EBITDA totaled EUR 1,438 (1,005) million
Renewable Products' sales 4,134 (3,729) kton
Oil Products' sales 11,868 (10,147) kton
Cash flow before financing activities totaled EUR 759 (-341) million
Leverage ratio was 34.3% (36.1%) at the end of December
Earnings per share: EUR 0.19 (-0.12)
Board of Directors will propose a dividend of EUR 0.20 (0.20) per share, totaling EUR 154 (154) million
Fourth quarter in brief:
Comparable EBITDA totaled EUR 601 (168) million
EBITDA totaled EUR 545 (143) million
Renewable Products' comparable sales margin was USD 479 (242)/ton
Oil Products' total refining margin was USD 20.7 (11.8)/bbl
Cash flow before financing activities was EUR 809 (462) million
Figures in parentheses refer to the corresponding period for 2024, unless otherwise stated.
Nagu ikka
Outlook
Guidance for 2026
Renewable Products' sales volumes in 2026 are expected to be approximately at the **same** level as in 2025.
Oil Products' sales volumes in 2026 are expected **to be lower than in 2025** due to the planned maintenance turnaround.
Inderesi foorumis on ka üldine konsensus, et tänane langus oli guido peale, muidu tulemus korralik.
Keeruline koht on ka, et praegu on renewables 75% rakenduses, parimatel päevadel oli 90%. Ja järgmisel aastal lisandub Rotterdami laiendusega veel 1,3m tonni mahtu.
Teisest küljest, SAFi kohustus järgmisel aastal kerkib taas, suvel hakkavad ilmselt uued lepingud tulema.
Ja väike divikas kukub (kõigest 1% küll), see meelitab ehk mõned mullu aktsia juurest minema jooksnud kilejoped tagasi aktsionäriks.
Kaalusin ise korra eile müüki ja täna tagasiostu, arvestades, et guido võib väike pettumus olla. Aga püsisin siiski paigal, sest nagu Livermore’i raamatus vana Partridge ütleb, võib inimene iga liikumise peale tõmmeldes kaotada oma positsiooni ja seda ei saa endale lubada isegi JD Rockefeller. Ammugi siis mina.
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Seda on ka huvitav jälgida, aktsia ostis ülesse pensioni fond link