Ein bischen OXY
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Wertpapier: Occidental Petroleum Co |
Sechs potentielle Bieter (:
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| Boardmail an "bjkrug" |
Wertpapier: Occidental Petroleum Co |
...was auch immer dieses prediction system sei...
6b6f6df6-73ae-417a-87ec-eed359eca8e4.jpeg (verkleinert auf 29%)
On July 30, 2020, the Executive Compensation Committee of the Board approved the partial restoration of the base salaries of such executive officers to a cap of $500,000, and the full restoration of the base salary of the Company’s Senior Vice President, General Counsel and Chief Compliance Officer, effective as of August 1, 2020. In light of these compensation decisions, the 2020 annualized base salary of the Company’s Chief Executive Officer, Vicki Hollub, represents a reduction of approximately 53% from the base salary set for Ms. Hollub in 2019.
Also wenn das Management mehr bekommt, dann sollten die Aktionäre auch mal wieder eine richtige Dividende bekommen.
* Überfällig: quarterly dividend announcement für Mitte Oktober (2018: 12.Juli, 2019: 11.Juli)
* 3. August: Verteilung der 1/8 Option pro Aktie
* 10. August: 2nd Quarter Results
* 11. August: press conference
* Mitte Oktober: Quarterly dividend ?
Im Fluss:
*Wyoming Landverkauf (700 Mio. $ ?)
* $4.5 bln energy asset to Indonesia's Pertamina
irgendwas vergessen ?
Occidental has now increased its dividend every year for 17 consecutive years. The total increase in the annual dividend rate from 2002 exceeds 500 percent. Occidental has paid quarterly dividends continuously since 1975.
Tja...alles Gute geht auch mal dem Ende entgegen. In diesem Fall zum großen Teil selbstverschuldet
* Überfällig: quarterly dividend announcement für Mitte Oktober (2018: 12.Juli, 2019: 11.Juli)
* 3. August: Verteilung der 1/8 Option pro Aktie
* 10. August: 2nd Quarter Results
* 11. August: press conference
* Mitte Oktober: Quarterly dividend ?
* October: 2036 Zero Coupon bis zu $992Mio könnten zurückgegeben werden
Im Fluss:
*Wyoming Landverkauf (700 Mio. $ ?)
* $4.5 bln energy asset to Indonesia's Pertamina
irgendwas vergessen ?
Der asset Deal,ist Nichtverstehen gleiche, den man noch vor 2 Monaten für 9 Mrd machen wollte. Damals waren alle african Assets dabei, was beim aktuellen Deal mit Tunesien nicht so ist.
Warren Buffetts Berkshire Hathaway hatte erst im vergangenen Jahr 10 Mrd. USD in eine dafür neu kreierte Vorzugsaktie investiert. Diese ist mit einer fixen Dividende von 8% ausgestattet (in Cash oder in Aktien bezahlbar), frühestens in zehn Jahren zurückzuzahlen und beinhaltet zehn Jahre lang die Option, Occidental-Aktien über 5 Mrd. USD zum Kurs von 62,50 USD zu erwerben.
Im Bann des Virus: Auf welche ausgebombten Rohstoff-Aktien Warren Buffett und Carl Icahn setzen | wallstreet-online.de - Vollständiger Artikel unter:
https://www.wallstreet-online.de
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| Boardmail an "bjkrug" |
Wertpapier: Occidental Petroleum Co |
es wurde m.W. bisher keine Änderung bei Icahn oder Buffet bekannt gegeben.
- Buffet ist Gläubiger mit guter Besicherung.
- Icahn hat eigene Direktoren im Board.
Somit steht eine Veräußerung wohl kaum auf der Agenda. Ob Nachkäufe getätigt wurden, muss sicherlich zu gegebener Zeit bekannt gegeben werden.
Aus dem Icahn 13D SEC Filing noch vor dem Frieden mit dem Management:
The Reporting Persons acquired their positions in the Shares in the belief that the Shares were undervalued. The Reporting Persons believe the Issuer’s merger with Anadarko Petroleum was a terrible transaction and the Issuer’s CEO and Board of Directors must be held accountable for the historic loss in stockholder value that has seen the Issuer’s share price plummet from almost $70 to $12 in less than a year and which has resulted in the destruction of over $47 billion in stockholder value, which is a decrease of an amazing 83%. It is one of the worst disasters in financial history and we believe the CEO and Board must be held accountable, and the Board must be replaced.
In the near term, critical decisions must be made to ensure OXY’s long-term viability, but most importantly, OXY needs a Board that prioritizes stockholder value ahead of their own personal interests. Although Chairman Batchelder is leaving the Board and is not standing for reelection, he alone is not responsible for losing over $47 billion in stockholder value. The whole Board is responsible for allowing this unconscionable deal and we believe the Board cynically gambled stockholder value to prevent stockholders from seeing a possible bid from a well-capitalized, interested acquiror.
In the near- to medium-term, we believe WTI will meaningfully recover, and because of the industry consolidation we believe will occur, we expect strong bids to emerge for OXY. At that time, we will need a Board that will encourage, not discourage, potential bids, and who will allow shareholders to decide whether or not to accept them.
The Issuer’s CEO and Board unanimously voted to roll the dice and bet the Company by risking stockholder money on a disastrous acquisition. They lost the bet. They have egregiously failed OXY stockholders and should be removed. In other cultures, they would have the dignity to resign, or worse; in the army they would be court-martialed; but here, they will probably award bonuses to themselves because the value of their stock grants collapsed. If we allow them to remain, then corporate democracy is a complete travesty.
The Reporting Persons intend to seek Board representation to represent all stockholders and have notified the Issuer of their intent to nominate directors at the Issuer’s 2020 Annual Meeting of Stockholders. We also intend to present stockholder proposals to amend the Issuer’s Certificate and Bylaws to improve OXY’s restrictive corporate governance that currently serves the incumbent Board of Directors to the detriment of fundamental stockholder rights. In connection with the foregoing, the Reporting Persons have spoken to, and intend to speak with, representatives of the Issuer's Board and management, as well as to other stockholders.
The Reporting Persons are considering all their options and, while they have no present plan to do so (except as otherwise disclosed in this Item 4), they reserve the right and are considering whether to propose other transactions which relate to or would result in one or more of the actions specified in clauses (a) through (j) of Item 4 of Schedule 13D.
The Reporting Persons may, from time to time and at any time: (i) acquire additional Shares and/or other equity, debt, notes, instruments or other securities of the Issuer and/or its affiliates (collectively, "Securities") in the open market or otherwise; (ii) dispose of any or all of their Securities in the open market or otherwise; or (iii) engage in any hedging or similar transactions with respect to the Securities.
der angeführte Artikel ist nicht ganz korrekt.
Direkt aus dem SEC-Filing:
On April 30, 2019, Occidental Petroleum Corporation (“Occidental”) announced that it had entered into a Securities Purchase Agreement dated April 30, 2019 (the “Purchase Agreement”) with Berkshire Hathaway Inc. (the “Investor”) pursuant to which Occidental has agreed to issue and sell to the Investor, and the Investor has agreed to purchase from Occidental for an aggregate purchase price of $10 billion in cash: (1) 100,000 shares of a new series of preferred stock of Occidental, to be designated as Cumulative Perpetual Preferred Stock, Series A, par value $1.00 per share (the “Preferred Stock”), having a face value of $100,000 per share, and (2) a warrant (the “Warrant”) to purchase 80,000,000 shares of Occidental’s common stock, par value $0.20 per share (the “Common Stock”), (together, the “Financing Transaction”).
Subject to certain limited exceptions, the Preferred Stock and the Warrant are not transferrable for five years, and the shares of Common Stock issuable on exercise of the Warrant (the “Warrant Shares”) may be transferred at any time but only in transactions that, to the knowledge of the transferror, do not involve the transfer to any single purchaser or group of related purchasers of more than 3.5% of the outstanding Common Stock when aggregated with the Common Stock already owned by such purchaser or group of related purchasers.
The Warrant is exercisable at an exercise price of $62.50 per share of Common Stock at the holder’s option at any time or from time to time, in whole or in part, until the first anniversary of the date on which no shares of Preferred Stock remain outstanding. The exercise price and the number of shares issuable on exercise of the Warrant are subject to certain antidilution adjustments, including for stock splits, reclassifications, noncash distributions, extraordinary cash dividends, pro rata repurchases of Common Stock, business combination transactions, and certain issuances of Common Stock (or securities exercisable or convertible into or exchageable for Common Stock) at a price (or having a conversion or exercise price) that is less than 95% of the market price of the Common Stock at the pricing of the securities issuance.
Bj Krug :stimmt teilweise n Vergessenheit geraten aber die jungs buffi und iChan stehen eigentlich gut dar
War Nicht der Schnitt von iChan bei ca 16 Dollar als er letztes Jahr erhöht hatte ?
Gin: danke nochmals für die Ausführungen und links
Long noch ausgerichtet ist kurzfristig zu erhöhen mit einer zusätzlichen tradingposition
Aber stören tun mich die Parameter im Umfeld
A) Nachlassen des Ölpreises ergo unter 40
B) schlechte Zahlen von Chevron und Exon
Haben ja letzte Woche geliefert
eine tradingmöglichkeit bietet sich vermutlich im Zusammenhang mit den Zahlen. Von Goldman Sachs gibt es shorts.... wenn jemand keine positive Überraschung erwartet.
good luck.........