reports
Yara share purchases and mandatory notification of trades
Yara share purchases and mandatory notification of trades The Foundation for employees’ shares in Yara (“Stiftelsen for ansattes aksjer i Yara”) has today purchased shares in the market as part of the employee share purchase program in Norway. As part of Yara’s employee share purchase program in Norway, the Foundation for employees’ shares in Yara (“Stiftelsen for ansattes aksjer i Yara”) has today purchased in the market a total of 47,200 Yara shares (ticker: YAR, ISIN: NO0010208051) at an average price of NOK 313.8409 per share. Employee share purchase program: Permanent Yara emplo...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- Niclas Gehin
Yara (Buy, TP: NOK425.00) - Higher premiums and lower costs
Q3 saw higher achieved prices and premiums, contributing to a 22% EBITDA beat. Fixed costs were also reported to have come down USD88m per year. We have raised our 2025–2026e EPS by 4–6% on the back of the beat. We see significant upside potential in the share price from possible changes in EU natural gas prices and cuts in the capex programme. We reiterate our BUY and NOK425 target price.
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
Reminder: Program for the publication of Yara International ASA third ...
Reminder: Program for the publication of Yara International ASA third quarter results 2024 Yara International ASA third quarter 2024 results will be published on Friday, 25 October 2024 at 08:00 CEST. You can follow the third-quarter results presentation online at 12:00 CEST. The presentation will be held in English. The report, presentation and webcast will be available at the above mentioned times at There will also be a conference call at 13:00 CEST the same day with an opportunity to ask questions to Yara’s management. Please use the link to register for this session: Regi...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
Program for the publication of Yara International ASA third quarter re...
Program for the publication of Yara International ASA third quarter results 2024 Yara International ASA third quarter 2024 results will be published on Friday, 25 October 2024 at 08:00 CEST. You can follow the third-quarter results presentation online at 12:00 CEST. The presentation will be held in English. The report, presentation and webcast will be available at the above mentioned times at There will also be a conference call at 13:00 CEST the same day with an opportunity to ask questions to Yara’s management. Please use the link to register for this session: Registered con...
- Niclas Gehin
Yara (Buy, TP: NOK425.00) - Potential upside from nat-gas and capex
We reiterate our BUY and NOK425 target price, as we believe Yara’s record-low share price of USD30 can be bolstered by: 1) further comments suggesting capex reductions, or 2) changes to EU natural gas prices over the winter. We see both scenarios as likely following recent capex comments from management and the high inherent volatility in EU natural gas prices over the winter months. We expect Yara to report a Q3 EBITDA of USD472m as the result should rise by cUSD~100m YOY. We have changed our E...
- ABGSC Strategy Research
- Bengt Jonassen
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
Yara International ASA - share purchase and mandatory notification of ...
Yara International ASA - share purchase and mandatory notification of trades Yara has today purchased in the market a total of 19,261 Yara shares (ticker: YAR, ISIN: NO0010208051) at an average price of NOK 297.8423 per share on behalf of members of Yara’s Group Executive Board. The shares are purchased on behalf of and transferred to Yara executives taking part in the Share Based Remuneration (SBR) program. In order to support alignment between members of the Group Executive Board and shareholder interests, it is expected that members of the Group Executive Board participating in Yara’s S...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
Yara International ASA: 1 director
A director at Yara International ASA bought 5,000 shares at 315.000NOK and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two year...
- Niclas Gehin
Yara (Buy, TP: NOK425.00) - Looking to cut costs and capex
Q2 EBITDA beat consensus by 14%. With the results, management announced plans to cut costs and capex by USD150m (the former would equate to ~12% of consensus 2026e PTP). Our capex estimates were already below the previous guidance of USD1.3bn per year, so we have not made any changes. However, we have raised our 2025–2026e EPS by 3%, expecting only parts of the cost cuts to materialise. We continue to find Yara attractively valued at a 2025e P/E of 9x and 10% dividend yield. We reiterate our BUY...
Yara International ASA - Mandatory notification of trade
Yara International ASA - Mandatory notification of trade Chair of the Yara Board of Directors Trond Berger has purchased a total of 5,000 Yara shares on Friday, 19 July 2024 at an average price of NOK 315 per share.Following this purchase, Trond Berger owns a total of 8,000 shares in Yara international ASA. Details of the transaction can be found in the attachment. The share purchase is considered as PDMR trade under the Market Abuse Regulation (EU) No 596/2014 (“MAR”) and is subject to the disclosure requirements pursuant to MAR article 19. ContactMaria Gabrielse...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
Yara improves results and initiates cost action
Yara improves results and initiates cost action Yara reports second-quarter EBITDA excluding special items1 of USD 513 million compared to USD 252 million in second quarter 2023. Net income was USD 3 million compared with a net loss of USD 298 million a year earlier. To strengthen financial performance and improve shareholder returns going forward, Yara is initiating a cost and capex reduction program. Second-quarter 2024 highlights: EBITDA excluding special items1 of 513 MUSD, reflecting improved marginsStrong cash conversion with 500 MUSD operating capital release150 MUSD cost r...
Yara med økte resultater og kostnadstiltak
Yara med økte resultater og kostnadstiltak EBITDA eksklusive spesielle poster1 for andre kvartal var 513 millioner USD sammenlignet med 252 millioner USD i andre kvartal 2023. Resultat etter skatt var 3 millioner USD sammenlignet med et tap på 298 millioner USD året før. For å forbedre de finansielle resultatene og øke avkastingen, igangsetter Yara et program for å redusere kostnader og investeringer. Hovedpunkter fra kvartalet: EBITDA eksklusive spesielle poster1 på 513 millioner USD, som reflekterer økte marginerSterk kontantstrøm med 500 millioner USD i redusert arbeidskapitalP...
Reminder: Program for the publication of Yara International ASA second...
Reminder: Program for the publication of Yara International ASA second quarter results 2024 Yara International ASA second quarter 2024 results will be published on Friday, 19 July 2024 at 08:00 CEST. You can follow the second-quarter results presentation online at 12:00 CEST. The presentation will be held in English. The report, presentation and webcast will be available at the above mentioned times at: There will also be a conference call at 13:00 CEST the same day with an opportunity to ask questions to Yara’s management. Please use the link to register for this session: Regis...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
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