BultiesBrothers schreef op 9 mei 2023 16:12:
Heb een berg aan vragen in de QA gezet:
Hi Hans, thanks for facilitating questions via the webcast.
I have a number of questions questions
1. We saw a lot of delay in demand in the first quarter. In het press release you stated that the market is tight and demand is improving. Why don't we see this back into urea and ammonia pricing? Information via CRU shows that there is still a lack of buying interest.
2. The first quarter was a difficult quarter in terms of volumes and prices. Can you shine some light on Q2 and if Q2 will be significantly better.
3. How sustainable is the expected cash flow for paying the base dividend of 400 million dollar this year.
4. In the press release you mention the approval of a strategic review of all business lines including the Listing in the Netherlands. What is in this context the main problem for the Dutch Listing and what do you mean with "All Business Lines".
5. We as shareholders still have fresh in mind the course of events about the strategic review of the Methanol Business in 2019.
It took a long time and a lot of fog for shareholders what the outcomes were of this review. Can you ensure that this Strategic Review will be communicated to shareholder in a more comprehensive manner.
6. Is there financial allocation to start a large buy back program?
7. How re-occuring are the costs for gashedges in coming quarters.
8. Do you already have concrete plans on your evaluation of the Business after the Letter from Mr Ubben?
Thanks Hans.