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2025 Q4 -tulosraportti
42 päivää sitten
22,00 NOK/osake
Irtoamispäivä 13.5.
0,96%Tuotto/v

Tarjoustasot

NorwayOslo Børs
Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
2--
96--
228--
85--
96--

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Yhtiötapahtumat

Datan lähde: FactSet, Quartr
Seuraava tapahtuma
2026 Q1 -tulosraportti
24.4.
Menneet tapahtumat
2025 Q4 -tulosraportti
11.2.
2025 Q3 -tulosraportti
17.10.2025
2025 Q2 -tulosraportti
18.7.2025
2025 Q1 -tulosraportti
25.4.2025
2024 Q4 -tulosraportti
7.2.2025

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 11 t sitten
    ·
    11 t sitten
    ·
    Australia's largest ammonia plant will be shut down for two months to repair damage caused by a power outage, amid a global supply crisis for the vital ingredient fertiliser and explosives. More than a quarter of the world's traded ammonia flows through the Strait of Hormuz, as do 43 percent of urea shipments – the fertiliser made from ammonia. This flow has been reduced to a trickle since the US and Israel attacked Iran, as have vital gas supplies, leading to fertiliser plants in India having to shut down. Yara's Pilbara plant, which uses gas to produce 850,000 tonnes of ammonia a year, was hit by a power outage last week, damaging equipment. A spokesperson for the Norwegian company said that workers and the environment were not affected, and initial assessments indicated that repairs could take approximately two months. "Yara fully understands how important its products are to customers, and will work to get operations back online as soon as possible," he said. An adjacent plant, half-owned by Australian Orica, uses 140,000 tonnes of ammonia to make the explosive technical ammonium nitrate (TAN) for the mining sector in Western Australia. The remaining ammonia is sent to Australian and international customers, and much of it is used to make urea fertiliser. Just a week ago, Yara's CEO Svein Tore Holsether warned about the dangers of a prolonged closure of the Strait of Hormuz, which would affect fertiliser supply. "If the Strait of Hormuz were closed for a year, it would be catastrophic ... you would see significant reductions in agricultural yields," he said. "This is a regional conflict with global implications, and it goes straight into the food system." The shutdown in Pilbara could not have come at a worse time for Australia's farmers, who last year imported 1.2 million tonnes of urea in April and May for use before or shortly after sowing. Three quarters came from the Gulf countries, where shipping is now severely restricted after the US and Israel attacked Iran. Mining relies on explosives Australia's largest export commodity could also be affected. For the next two months, iron ore miners in Washington no longer have 330,000 tonnes of TAN produced annually right on their doorstep. The explosive is used in large quantities to blast rock so that it can be collected, crushed and sent to port. The extent of production disruptions, if any, will depend on the stocks of TAN that miners have and whether they can obtain other supplies at short notice. Wesfarmers subsidiary CSBP operates WA's second largest ammonia plant in Kwinana near Perth. CSBP uses Kwinana's annual production of 255,000 tonnes and additional imported ammonia to make ammonium nitrate for fertiliser and explosives. CSBP would not say whether any of the imported ammonia came from Yara. "It is standard business practice for us to continuously monitor and manage our supply chain to ensure we meet customer demand," said a company spokesperson. March 23, 2026: comments from Yara's CEO added. Peter Milne I worked in oil and gas in commercial and technical positions for 20 years. Since 2016, I have written for The West Australian, WAtoday, The Guardian and Boiling Cold, and won five WA Media Awards.
  • 3 päivää sitten
    3 päivää sitten
    Will Yara go back to 350 kr ?
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    Hoping for 0kr. Then I can buy more shares.
  • 21.3. · Muokattu
    ·
    21.3. · Muokattu
    ·
    Yara (YAR): The fertilizer crisis is not a “free lunch” The closure of the Strait of Hormuz is now sending shockwaves into a market many investors overlook: fertilizer. According to E24, Felleskjøpet Agri has sold about ten percent of its normal annual volume in just one week, while prices are already up 40–50 percent in some markets. The analysis firm CRU estimates that the urea price could rise over 60 percent from pre-conflict levels. Intuitively, this should be bullish for Yara — but the market signals something far more nuanced. Yara closed at 516.40 kroner on Friday, down 5.59 percent on a single trading day. This comes after a rise of over 40 percent in the last six months and a technical picture that was clearly overbought with RSI over 70. The break upwards through the trend channel in March now appears more like a “blow-off top” than the start of a new stable uptrend. This is classic Yara: a deeply cyclical stock that moves in powerful commodity cycles, not a linear compounder — something the long-term price chart from 100 kroner in 2004 to peaks over 500 kroner and back down towards 300 illustrates with all clarity. What makes this crisis particularly challenging to analyze for Yara is that the company is not just a producer — it is also a major buyer. Significant parts of Yara’s blending operations in Europe and Asia depend on imported urea from the Middle East, precisely the flow that is now physically blocked by the Hormuz closure. Yara is thus a winner on the price side and a loser on the input cost side in one and the same crisis. The outcome depends on how long the conflict lasts, how quickly contracts can be renegotiated, and whether alternative supply lines can be established in time. Furthermore, from January 1, 2026, the EU’s Carbon Border Adjustment Mechanism, CBAM, came into force — a mechanism that affects imported fertilizer into Europe and gives Yara double exposure to cost pressure precisely when the raw material situation is most challenging. Historically, the urea price has been the strongest single driver for the Yara stock, but the return does not always fully reflect the commodity price. In the previous major fertilizer cycle from 2020 to 2022, Yara delivered around 31 percent return, while more pure-play actors like K+S in Frankfurt delivered far higher percentage returns on the same market signal. Yara is simply not a “pure play” on fertilizer prices, and it is important to keep this in mind when interpreting the ongoing price development. Friday’s fall of nearly six percent can be read in two ways. Either it is a healthy correction after an overbought period, or it is the start of a repricing where the market begins to price in the cost risk on the input side. The market usually moves before the narrative is fully formulated, and Friday’s movement may be the first sign that investors are beginning to distinguish between companies that profit from higher prices and companies that simultaneously incur higher costs. Yara falls into the latter category — at least partially. Yara is a quality company with a strong industrial position and solid dividend history. But in today’s market, the case is more complex than it appears at first glance. This is not a pure winner of the fertilizer crisis, but a balancing act where the question is whether earnings will actually meet expectations — or whether the market is already ahead of the fundamentals. Do you have a position in Yara? Is Friday’s fall a healthy correction, or the start of something bigger? This is not financial advice. Always make your own assessments before investment decisions. Sources: E24 — Fertilizer prices soar: «An explosive sale» (21.03.2026) https://e24.no/naeringsliv/i/Wv0Jzd/gjoedselprisene-fyker-i-vaeret-et-eksplosivt-salg Financial Content / MarketMinute — Fertilizer Prices Surge as Strait of Hormuz Disruption Threatens 2026 Planting Season (18.03.2026) https://markets.financialcontent.com/stocks/article/marketminute-2026-3-18-fertilizer-prices-surge-as-strait-of-hormuz-disruption-threatens-2026-planting-season Financial Content / MarketMinute — Global Food Security at Risk as Strait of Hormuz Blockade Chokes World Fertilizer Supply (19.03.2026) https://markets.financialcontent.com/stocks/article/marketminute-2026-3-19-global-food-security-at-risk-as-strait-of-hormuz-blockade-chokes-world-fertilizer-supply
    1 päivä sitten · Muokattu
    ·
    1 päivä sitten · Muokattu
    ·
    I entered Yara in 2020 with 1/4 of the allowed position. It was frustrating to sit for several years raking in dividends (173 kr) on a position I knew was too small, but buying more shares was not an option. An opportunity for replenishment presented itself in 2024/25 and I increased Yara 4x, (290-310) with a good GAV as a result and just the right size position. I sold 20% at 568 kr, to put money in the war chest, but I hold a sufficient shareholding so that the dividends can become noticeable in the coming years.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, ​​eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Uutiset

AI
Viimeisin
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q4 -tulosraportti
42 päivää sitten
22,00 NOK/osake
Irtoamispäivä 13.5.
0,96%Tuotto/v

Uutiset

AI
Viimeisin
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 11 t sitten
    ·
    11 t sitten
    ·
    Australia's largest ammonia plant will be shut down for two months to repair damage caused by a power outage, amid a global supply crisis for the vital ingredient fertiliser and explosives. More than a quarter of the world's traded ammonia flows through the Strait of Hormuz, as do 43 percent of urea shipments – the fertiliser made from ammonia. This flow has been reduced to a trickle since the US and Israel attacked Iran, as have vital gas supplies, leading to fertiliser plants in India having to shut down. Yara's Pilbara plant, which uses gas to produce 850,000 tonnes of ammonia a year, was hit by a power outage last week, damaging equipment. A spokesperson for the Norwegian company said that workers and the environment were not affected, and initial assessments indicated that repairs could take approximately two months. "Yara fully understands how important its products are to customers, and will work to get operations back online as soon as possible," he said. An adjacent plant, half-owned by Australian Orica, uses 140,000 tonnes of ammonia to make the explosive technical ammonium nitrate (TAN) for the mining sector in Western Australia. The remaining ammonia is sent to Australian and international customers, and much of it is used to make urea fertiliser. Just a week ago, Yara's CEO Svein Tore Holsether warned about the dangers of a prolonged closure of the Strait of Hormuz, which would affect fertiliser supply. "If the Strait of Hormuz were closed for a year, it would be catastrophic ... you would see significant reductions in agricultural yields," he said. "This is a regional conflict with global implications, and it goes straight into the food system." The shutdown in Pilbara could not have come at a worse time for Australia's farmers, who last year imported 1.2 million tonnes of urea in April and May for use before or shortly after sowing. Three quarters came from the Gulf countries, where shipping is now severely restricted after the US and Israel attacked Iran. Mining relies on explosives Australia's largest export commodity could also be affected. For the next two months, iron ore miners in Washington no longer have 330,000 tonnes of TAN produced annually right on their doorstep. The explosive is used in large quantities to blast rock so that it can be collected, crushed and sent to port. The extent of production disruptions, if any, will depend on the stocks of TAN that miners have and whether they can obtain other supplies at short notice. Wesfarmers subsidiary CSBP operates WA's second largest ammonia plant in Kwinana near Perth. CSBP uses Kwinana's annual production of 255,000 tonnes and additional imported ammonia to make ammonium nitrate for fertiliser and explosives. CSBP would not say whether any of the imported ammonia came from Yara. "It is standard business practice for us to continuously monitor and manage our supply chain to ensure we meet customer demand," said a company spokesperson. March 23, 2026: comments from Yara's CEO added. Peter Milne I worked in oil and gas in commercial and technical positions for 20 years. Since 2016, I have written for The West Australian, WAtoday, The Guardian and Boiling Cold, and won five WA Media Awards.
  • 3 päivää sitten
    3 päivää sitten
    Will Yara go back to 350 kr ?
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    Hoping for 0kr. Then I can buy more shares.
  • 21.3. · Muokattu
    ·
    21.3. · Muokattu
    ·
    Yara (YAR): The fertilizer crisis is not a “free lunch” The closure of the Strait of Hormuz is now sending shockwaves into a market many investors overlook: fertilizer. According to E24, Felleskjøpet Agri has sold about ten percent of its normal annual volume in just one week, while prices are already up 40–50 percent in some markets. The analysis firm CRU estimates that the urea price could rise over 60 percent from pre-conflict levels. Intuitively, this should be bullish for Yara — but the market signals something far more nuanced. Yara closed at 516.40 kroner on Friday, down 5.59 percent on a single trading day. This comes after a rise of over 40 percent in the last six months and a technical picture that was clearly overbought with RSI over 70. The break upwards through the trend channel in March now appears more like a “blow-off top” than the start of a new stable uptrend. This is classic Yara: a deeply cyclical stock that moves in powerful commodity cycles, not a linear compounder — something the long-term price chart from 100 kroner in 2004 to peaks over 500 kroner and back down towards 300 illustrates with all clarity. What makes this crisis particularly challenging to analyze for Yara is that the company is not just a producer — it is also a major buyer. Significant parts of Yara’s blending operations in Europe and Asia depend on imported urea from the Middle East, precisely the flow that is now physically blocked by the Hormuz closure. Yara is thus a winner on the price side and a loser on the input cost side in one and the same crisis. The outcome depends on how long the conflict lasts, how quickly contracts can be renegotiated, and whether alternative supply lines can be established in time. Furthermore, from January 1, 2026, the EU’s Carbon Border Adjustment Mechanism, CBAM, came into force — a mechanism that affects imported fertilizer into Europe and gives Yara double exposure to cost pressure precisely when the raw material situation is most challenging. Historically, the urea price has been the strongest single driver for the Yara stock, but the return does not always fully reflect the commodity price. In the previous major fertilizer cycle from 2020 to 2022, Yara delivered around 31 percent return, while more pure-play actors like K+S in Frankfurt delivered far higher percentage returns on the same market signal. Yara is simply not a “pure play” on fertilizer prices, and it is important to keep this in mind when interpreting the ongoing price development. Friday’s fall of nearly six percent can be read in two ways. Either it is a healthy correction after an overbought period, or it is the start of a repricing where the market begins to price in the cost risk on the input side. The market usually moves before the narrative is fully formulated, and Friday’s movement may be the first sign that investors are beginning to distinguish between companies that profit from higher prices and companies that simultaneously incur higher costs. Yara falls into the latter category — at least partially. Yara is a quality company with a strong industrial position and solid dividend history. But in today’s market, the case is more complex than it appears at first glance. This is not a pure winner of the fertilizer crisis, but a balancing act where the question is whether earnings will actually meet expectations — or whether the market is already ahead of the fundamentals. Do you have a position in Yara? Is Friday’s fall a healthy correction, or the start of something bigger? This is not financial advice. Always make your own assessments before investment decisions. Sources: E24 — Fertilizer prices soar: «An explosive sale» (21.03.2026) https://e24.no/naeringsliv/i/Wv0Jzd/gjoedselprisene-fyker-i-vaeret-et-eksplosivt-salg Financial Content / MarketMinute — Fertilizer Prices Surge as Strait of Hormuz Disruption Threatens 2026 Planting Season (18.03.2026) https://markets.financialcontent.com/stocks/article/marketminute-2026-3-18-fertilizer-prices-surge-as-strait-of-hormuz-disruption-threatens-2026-planting-season Financial Content / MarketMinute — Global Food Security at Risk as Strait of Hormuz Blockade Chokes World Fertilizer Supply (19.03.2026) https://markets.financialcontent.com/stocks/article/marketminute-2026-3-19-global-food-security-at-risk-as-strait-of-hormuz-blockade-chokes-world-fertilizer-supply
    1 päivä sitten · Muokattu
    ·
    1 päivä sitten · Muokattu
    ·
    I entered Yara in 2020 with 1/4 of the allowed position. It was frustrating to sit for several years raking in dividends (173 kr) on a position I knew was too small, but buying more shares was not an option. An opportunity for replenishment presented itself in 2024/25 and I increased Yara 4x, (290-310) with a good GAV as a result and just the right size position. I sold 20% at 568 kr, to put money in the war chest, but I hold a sufficient shareholding so that the dividends can become noticeable in the coming years.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, ​​eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Tarjoustasot

NorwayOslo Børs
Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
2--
96--
228--
85--
96--

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Välittäjätilasto

Dataa ei löytynyt

Yhtiötapahtumat

Datan lähde: FactSet, Quartr
Seuraava tapahtuma
2026 Q1 -tulosraportti
24.4.
Menneet tapahtumat
2025 Q4 -tulosraportti
11.2.
2025 Q3 -tulosraportti
17.10.2025
2025 Q2 -tulosraportti
18.7.2025
2025 Q1 -tulosraportti
25.4.2025
2024 Q4 -tulosraportti
7.2.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q4 -tulosraportti
42 päivää sitten

Uutiset

AI
Viimeisin
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.

Yhtiötapahtumat

Datan lähde: FactSet, Quartr
Seuraava tapahtuma
2026 Q1 -tulosraportti
24.4.
Menneet tapahtumat
2025 Q4 -tulosraportti
11.2.
2025 Q3 -tulosraportti
17.10.2025
2025 Q2 -tulosraportti
18.7.2025
2025 Q1 -tulosraportti
25.4.2025
2024 Q4 -tulosraportti
7.2.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

22,00 NOK/osake
Irtoamispäivä 13.5.
0,96%Tuotto/v

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 11 t sitten
    ·
    11 t sitten
    ·
    Australia's largest ammonia plant will be shut down for two months to repair damage caused by a power outage, amid a global supply crisis for the vital ingredient fertiliser and explosives. More than a quarter of the world's traded ammonia flows through the Strait of Hormuz, as do 43 percent of urea shipments – the fertiliser made from ammonia. This flow has been reduced to a trickle since the US and Israel attacked Iran, as have vital gas supplies, leading to fertiliser plants in India having to shut down. Yara's Pilbara plant, which uses gas to produce 850,000 tonnes of ammonia a year, was hit by a power outage last week, damaging equipment. A spokesperson for the Norwegian company said that workers and the environment were not affected, and initial assessments indicated that repairs could take approximately two months. "Yara fully understands how important its products are to customers, and will work to get operations back online as soon as possible," he said. An adjacent plant, half-owned by Australian Orica, uses 140,000 tonnes of ammonia to make the explosive technical ammonium nitrate (TAN) for the mining sector in Western Australia. The remaining ammonia is sent to Australian and international customers, and much of it is used to make urea fertiliser. Just a week ago, Yara's CEO Svein Tore Holsether warned about the dangers of a prolonged closure of the Strait of Hormuz, which would affect fertiliser supply. "If the Strait of Hormuz were closed for a year, it would be catastrophic ... you would see significant reductions in agricultural yields," he said. "This is a regional conflict with global implications, and it goes straight into the food system." The shutdown in Pilbara could not have come at a worse time for Australia's farmers, who last year imported 1.2 million tonnes of urea in April and May for use before or shortly after sowing. Three quarters came from the Gulf countries, where shipping is now severely restricted after the US and Israel attacked Iran. Mining relies on explosives Australia's largest export commodity could also be affected. For the next two months, iron ore miners in Washington no longer have 330,000 tonnes of TAN produced annually right on their doorstep. The explosive is used in large quantities to blast rock so that it can be collected, crushed and sent to port. The extent of production disruptions, if any, will depend on the stocks of TAN that miners have and whether they can obtain other supplies at short notice. Wesfarmers subsidiary CSBP operates WA's second largest ammonia plant in Kwinana near Perth. CSBP uses Kwinana's annual production of 255,000 tonnes and additional imported ammonia to make ammonium nitrate for fertiliser and explosives. CSBP would not say whether any of the imported ammonia came from Yara. "It is standard business practice for us to continuously monitor and manage our supply chain to ensure we meet customer demand," said a company spokesperson. March 23, 2026: comments from Yara's CEO added. Peter Milne I worked in oil and gas in commercial and technical positions for 20 years. Since 2016, I have written for The West Australian, WAtoday, The Guardian and Boiling Cold, and won five WA Media Awards.
  • 3 päivää sitten
    3 päivää sitten
    Will Yara go back to 350 kr ?
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    Hoping for 0kr. Then I can buy more shares.
  • 21.3. · Muokattu
    ·
    21.3. · Muokattu
    ·
    Yara (YAR): The fertilizer crisis is not a “free lunch” The closure of the Strait of Hormuz is now sending shockwaves into a market many investors overlook: fertilizer. According to E24, Felleskjøpet Agri has sold about ten percent of its normal annual volume in just one week, while prices are already up 40–50 percent in some markets. The analysis firm CRU estimates that the urea price could rise over 60 percent from pre-conflict levels. Intuitively, this should be bullish for Yara — but the market signals something far more nuanced. Yara closed at 516.40 kroner on Friday, down 5.59 percent on a single trading day. This comes after a rise of over 40 percent in the last six months and a technical picture that was clearly overbought with RSI over 70. The break upwards through the trend channel in March now appears more like a “blow-off top” than the start of a new stable uptrend. This is classic Yara: a deeply cyclical stock that moves in powerful commodity cycles, not a linear compounder — something the long-term price chart from 100 kroner in 2004 to peaks over 500 kroner and back down towards 300 illustrates with all clarity. What makes this crisis particularly challenging to analyze for Yara is that the company is not just a producer — it is also a major buyer. Significant parts of Yara’s blending operations in Europe and Asia depend on imported urea from the Middle East, precisely the flow that is now physically blocked by the Hormuz closure. Yara is thus a winner on the price side and a loser on the input cost side in one and the same crisis. The outcome depends on how long the conflict lasts, how quickly contracts can be renegotiated, and whether alternative supply lines can be established in time. Furthermore, from January 1, 2026, the EU’s Carbon Border Adjustment Mechanism, CBAM, came into force — a mechanism that affects imported fertilizer into Europe and gives Yara double exposure to cost pressure precisely when the raw material situation is most challenging. Historically, the urea price has been the strongest single driver for the Yara stock, but the return does not always fully reflect the commodity price. In the previous major fertilizer cycle from 2020 to 2022, Yara delivered around 31 percent return, while more pure-play actors like K+S in Frankfurt delivered far higher percentage returns on the same market signal. Yara is simply not a “pure play” on fertilizer prices, and it is important to keep this in mind when interpreting the ongoing price development. Friday’s fall of nearly six percent can be read in two ways. Either it is a healthy correction after an overbought period, or it is the start of a repricing where the market begins to price in the cost risk on the input side. The market usually moves before the narrative is fully formulated, and Friday’s movement may be the first sign that investors are beginning to distinguish between companies that profit from higher prices and companies that simultaneously incur higher costs. Yara falls into the latter category — at least partially. Yara is a quality company with a strong industrial position and solid dividend history. But in today’s market, the case is more complex than it appears at first glance. This is not a pure winner of the fertilizer crisis, but a balancing act where the question is whether earnings will actually meet expectations — or whether the market is already ahead of the fundamentals. Do you have a position in Yara? Is Friday’s fall a healthy correction, or the start of something bigger? This is not financial advice. Always make your own assessments before investment decisions. Sources: E24 — Fertilizer prices soar: «An explosive sale» (21.03.2026) https://e24.no/naeringsliv/i/Wv0Jzd/gjoedselprisene-fyker-i-vaeret-et-eksplosivt-salg Financial Content / MarketMinute — Fertilizer Prices Surge as Strait of Hormuz Disruption Threatens 2026 Planting Season (18.03.2026) https://markets.financialcontent.com/stocks/article/marketminute-2026-3-18-fertilizer-prices-surge-as-strait-of-hormuz-disruption-threatens-2026-planting-season Financial Content / MarketMinute — Global Food Security at Risk as Strait of Hormuz Blockade Chokes World Fertilizer Supply (19.03.2026) https://markets.financialcontent.com/stocks/article/marketminute-2026-3-19-global-food-security-at-risk-as-strait-of-hormuz-blockade-chokes-world-fertilizer-supply
    1 päivä sitten · Muokattu
    ·
    1 päivä sitten · Muokattu
    ·
    I entered Yara in 2020 with 1/4 of the allowed position. It was frustrating to sit for several years raking in dividends (173 kr) on a position I knew was too small, but buying more shares was not an option. An opportunity for replenishment presented itself in 2024/25 and I increased Yara 4x, (290-310) with a good GAV as a result and just the right size position. I sold 20% at 568 kr, to put money in the war chest, but I hold a sufficient shareholding so that the dividends can become noticeable in the coming years.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, ​​eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.

Tarjoustasot

NorwayOslo Børs
Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
2--
96--
228--
85--
96--

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

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