I wanted to share my successful trade in the OMV share with you - perhaps some of you have also made this trade or made good profits with the share. Last year I had the dividend paid out, but realized afterwards that the payout of just under 11% was reflected in the fall in the share price.

This time I bought in bit by bit after the ex-day and have so far been able to realize good profits. I am leaving part of the position open and will gradually liquidate it. I have invested part of the realized profits in $GOOGL (-2.74%) - and $AMZN (-3.47%) -ETFs, as I found the entry prices very attractive. I intend to try this trade again, but with double the position size

Position size was/is approx. 5k.

By the way, I was inspired by @TomTurboInvest - as far as I can tell, he has already made this trade twice. If we ever meet on the slopes: A yeast dumpling and a beer are on me, thanks! :)

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$OMV (-5.53%) News update 25.03.2025

OMV Petrom, the largest integrated energy company in South East Europe, and ROMGAZ, the largest producer and main supplier of natural gas in Romania, announce the start of the first well to develop and exploit the Pelican South and Domino gas fields in the Neptun Deep block in the Black Sea, 160 km from the coast. The project is progressing according to plan, with first gas expected in 2027. Once plateau production is reached, Neptun Deep will contribute around 8 billion cubic meters per year to Romania's gas production.

"The start of drilling marks an important milestone in the progress of the Neptun Deep project, which is of strategic importance for Romania. The development of this project will allow Romania to meet its natural gas needs from its own sources and become a major player on the European market. Neptun Deep also contributes to the Romanian economy: It is estimated that it will generate revenues of around EUR 20 billion for the state budget over the entire duration of the project. We are doing everything we can to implement this project safely and efficiently so that the first gas deliveries can take place in 2027," says Christina Verchere, CEO of OMV Petrom.

"We are very pleased that the next phase of the Neptun Deep project can now begin, i.e. the start of the ten wells to secure natural gas production. Four wells will be located in the Pelican South field, the other six in the Domino field. The first well will be drilled in the Pelican South field at a water depth of around 120 meters. The gas reservoir as such lies approximately 2,000 meters below the seabed. We expect the drilling work for these ten wells to continue into the fourth quarter of 2026," says Cristian Hubati, OMV Petrom Executive Board member responsible for exploration and production.

"The start of drilling operations is an important achievement for the development of the Neptun Deep project. For ROMGAZ, this project is a strategic investment, as evidenced by its share in relation to the Group's total investments. The completion of the project and the first gas deliveries in 2027 will strengthen the profile of the ROMGAZ Group on the energy market in Romania and in the entire region - as a producer and supplier of natural gas as well as a producer and supplier of electricity. In addition, Neptun Deep will support ROMGAZ Group's long-term business operations, expand our investment opportunities and ensure their sustainability, as is also anchored in our energy transition strategy," says Răzvan Popescu, CEO of S.N.G.N. ROMGAZ S.A.

"The drilling of the Neptun Deep block is the first substantial offshore activity in the Black Sea and demonstrates that the development and exploitation work programs by both titleholders are being delivered within the project schedule. This milestone underlines ROMGAZ's commitment to the implementation of the Neptun Deep project. It also demonstrates the Group's investment strength and good cooperation with the operator, the Ministry of Energy, the regulator ANRMPSG, the regulator ACROPO and other relevant ministries and authorities. We are determined to complete this phase successfully and to carry out the offshore work under safe conditions. Thanks to the joint efforts of the project teams and contractors involved, we will succeed," says Aristotel Jude, Deputy CEO of S.N.G.N. ROMGAZ S.A.

The borehole foundations in the Pelican South field were successfully installed using the so-called CAN-ductor. This advanced technology for offshore drilling minimizes the overall environmental footprint of the drilling process. Drilling of the first well is expected to take two to three months.

Drilling will be carried out using the Transocean Barents mobile drilling rig, which has been contracted specifically for this project. The integrated drilling services will be provided by Halliburton Energy Services Romania and Newpark Drilling Fluids Eastern Europe. Halliburton will utilize its international expertise and experience gained to date in Romania for a wide range of services including cementing, directional drilling and well completion.

The infrastructure required for the development of the two fields includes three subsea production systems (one for Pelican South and two for Domino), the associated gathering network, a shallow water offshore platform, the main gas pipeline to shore in Tuzla and a gas metering station. The offshore platform generates its own electricity and operates to the highest safety and environmental standards. The wells and fields are remotely controlled via a digital twin. An important aspect of the development concept is that the natural energy of the reservoir is used to transport the natural gas onshore, eliminating the need for gas compression. Together with other design features, this ensures that emissions from the development of Neptun Deep are kept to a minimum well below industry norms.

In addition to drilling, work continues on various components of the Neptun Deep project: The production platform is under construction, the subsea infrastructure systems are being fabricated, the support vessel is being built, and construction of the natural gas metering station is also underway.

OMV Petrom and ROMGAZ are jointly investing up to EUR 4 billion in the development of the Neptun Deep project.

Vienna, March 20, 2025 $OMV (-5.53%) Press release

OMV today announced a significant milestone in the chemical industry, following 15 years of pioneering research and development. The company has now started the next expansion stage of its innovative, proprietary ReOil® technology at the Schwechat refinery near Vienna. The new OMV plant can process up to 16,000 tons of hard-to-recycle mixed plastic waste per year - equivalent to the annual plastic waste volume of 160,000 Austrian households.

Alfred Stern, Chairman of the Executive Board and CEO of OMV: "The essential materials of the future must become more sustainable and circular. OMV's chemical recycling technology plays a central role in the growth of our Chemicals business. The commissioning of the new ReOil plant is an important milestone on our path to becoming climate neutral by 2050 at the latest. In addition to mechanical recycling, ReOil processes plastic waste that would otherwise not be recyclable and feeds it back into the value chain. With our Strategy 2030, we are successfully driving forward the circular economy as part of our responsible transformation."

ReOil was first developed in 2009 and positioned OMV as a global pioneer in chemical recycling. The aim was to improve the sustainability of plastics by reintegrating valuable resources back into the value chain instead of disposing of them through incineration or landfill. ReOil achieves this by converting mixed plastic waste into pyrolysis oil, which serves as a raw material for the production of sustainable base chemicals. These chemicals are then further processed into numerous important everyday applications, including food packaging, healthcare products and electric vehicle components. The ReOil technology also has a positive environmental impact: in 2030, a 34% reduction in CO2 emissions can be achieved by chemically recycling mixed end-use plastic waste in the ReOil plant instead of incinerating it.1

The first ReOil pilot plant at the OMV Schwechat refinery has been in operation since 2018 and has so far achieved almost 30,000 cracking hours. During this pilot phase, more than 2.1 million kilograms of plastic waste were processed sustainably. The successful operation of this pilot plant led to the decision to build a larger, upscaled plant, which OMV has now completed and commissioned. Both ReOil plants are ISCC PLUS2 certified.

In the next step, OMV is developing its first large-scale industrial plant for chemical recycling. The final investment decision for this plant is subject to internal approvals. On March 12, 2025, OMV received a commitment of up to EUR 81.6 million in EU funding for the large-scale industrial ReOil plant - the largest public funding the OMV Group has ever received.

Press release $OMV (-5.53%)

Vienna/Brussels, March 12, 2025

OMV and the European Climate, Infrastructure and Environment Executive Agency (CINEA) have signed an agreement for OMV's planned industrial ReOil® plant, securing funding of up to EUR 81.6 million. This is the first time OMV has received funding from the EU Innovation Fund. It is the highest public funding OMV has ever received for an independent project.

The future industrial ReOil® plant will be able to process up to 200,000 tons of used plastics per year that would otherwise end up in landfills or incinerators. OMV's patented ReOil® recycling technology converts waste plastics into sustainable base chemicals and uses them to manufacture a wide range of chemical industry products, especially new plastics. OMV's final investment decision for this plant is subject to final approval.

The funding for OMV is part of the European Union's Innovation Fund, one of the world's largest programs to support pioneering low-carbon technologies. The fund focuses on highly innovative technologies and flagship projects in Europe that aim to significantly reduce CO2 emissions.

"We are delighted to receive this extensive support from the EU Innovation Fund. This is proof of OMV's innovative strength. By processing mixed plastic waste that cannot be mechanically recycled and then converting it into valuable raw materials, our pioneering ReOil® technology contributes to the circular economy. It is an important step on our path to climate neutrality by 2050 at the latest," says Martijn van Koten, OMV Executive Board Member, Executive Vice President Fuels & Feedstock and Executive Vice President Chemicals.

OMV was one of the first companies in the world to develop its own chemical recycling technology for mixed used plastics more than 15 years ago. In the meantime, the ReOil® pilot plant at the OMV Schwechat refinery near Vienna has completed around 30,000 cracking hours. ReOil® complements the OMV Group's existing recycling plants and is an important pillar of OMV's circular economy and transformation strategy.

$OMV (-5.53%) News

Publication of inside information pursuant to Art 17 MAR

March 3, 2025

OMV $OMV (-5.53%) and ADNOC have today agreed on the key commercial terms for a combination of their polyolefins businesses. This agreement provides for the combination of Borealis and Borouge under a new, jointly controlled joint venture company. The new company will provide OMV and ADNOC with a common platform for potential growth acquisitions in the polyolefins sector and will be named Borouge Group International.

OMV and ADNOC have also agreed on the key terms for a purchase of all shares in NOVA Chemicals by the joint venture company for a purchase price of USD 9.377 bn. from Nova Chemicals Holding GmbH, a wholly-owned subsidiary of Mubadala Investment Company PJSC, pursuant to a purchase agreement agreed between ADNOC and Mubadala to be entered into by ADNOC as purchaser and, subject to the satisfaction of certain regulatory and other conditions, to be transferred to a subsidiary of the new joint venture company and to result in the acquisition of NOVA Chemicals by the joint venture company.

OMV and ADNOC are expected to have equal ownership and joint control of the joint venture company. It is intended that OMV will make a capital contribution to the joint venture company (determined as of the reference date January 1, 2025) in the amount of EUR 1.608 bn, which will be reduced by dividends paid until the closing of the transaction (currently expected for 2026).

The joint venture company is to be listed on the Abu Dhabi Stock Exchange with the intention of a later listing on the Vienna Stock Exchange. The joint venture company is to have its registered office and group headquarters in Austria. ADNOC has the right to appoint the chairman of the supervisory board of the joint venture company. The Management Board is to be appointed unanimously by both parties on the basis of qualifications. In order to facilitate synergy and integration, in particular with regard to NOVA Chemicals, ADNOC is to be temporarily granted certain special rights.

The current free float shareholders of Borouge plc shall be offered shares in the new joint venture company; in the event that all such free float shareholders accept this offer, the shareholding structure of the joint venture company would be as follows: 46.94% of the shares would be held by OMV and ADNOC respectively and 6.12% of the shares would be in free float.

The acquisition of NOVA Chemicals by the joint venture company is to be financed through a bridge financing, which is subsequently to be refinanced, inter alia, through a capital increase with a currently expected volume of up to USD 4 bn, in which OMV and ADNOC are not expected to participate, thereby increasing the free float of the joint venture company.

The signing of the relevant contractual documents (in particular a framework agreement and an agreement regarding the acquisition of NOVA Chemicals by the future joint venture company) is expected to take place in the course of today.

OMV's existing dividend policy is expected to remain unchanged until the closing of the potential transaction, i.e. at least for the financial year 2025, and it is planned to review it for possible adjustments thereafter in order to continue to enable attractive distributions to shareholders.

The Potential Transaction is subject to, among other things, (i) the signing of the relevant contractual documentation (which is subject to the approval of OMV's Supervisory Board), (ii) negotiations and agreement with ADNOC on the Implementation Agreements, (iii) approvals of the Implementation Agreements by OMV's Executive Board and ADNOC's corporate bodies, and (iv) approvals (such as merger control clearances) by authorities.

Which 3 stocks would you buy in the next possible crash and why? Preferably buy and hold stocks

For me it would probably be:

$OMV (-5.53%)

$PG (-4.13%)

$ALV (-8.43%)

Reason: solid dividend stocks that would have a very nice dividend credit in the event of a price drop (thought of as a buy or hold)

$OMV (-5.53%) The new plant for sustainable aviation fuel (SAF) and renewable diesel (HVO) with a production capacity of 250,000 tons of sustainable fuels per year is scheduled to come on stream in 2028

With the EUR 750 million investment, OMV Petrom integrates the production of sustainable fuels at the Petrobrazi refinery alongside two green hydrogen plants

OMV Petrom becomes the first major producer of sustainable fuels in Southeast Europe and contributes to the energy transition

February 19, 2025

OMV Petrom, the largest integrated energy producer in Southeast Europe, has started construction of a production plant for sustainable aviation fuel (SAF) and renewable diesel (HVO) at the Petrobrazi refinery. This new plant, with an annual capacity of 250,000 tons, positions OMV Petrom as the first major producer of sustainable fuels in Southeast Europe.

Christina Verchere, CEO of OMV Petrom"Investing in the production of sustainable fuels is part of our Strategy 2030 and reflects OMV Petrom's commitment to the energy transition and the reduction of CO₂ emissions. Sustainable fuels are crucial to decarbonize transportation, especially in areas that are difficult to electrify, such as aviation. Between 2022 and 2030, we will allocate 35% of our investment budget to projects that support the energy transition in Romania and the region."

Radu Căprău, Member of the Executive Board of OMV Petrom, responsible for Refining and Marketing"Our investment strengthens the role of the Petrobrazi refinery in providing the necessary fuels for mobility - today and in the future. Building on a long tradition of operational excellence, the refinery is transforming itself to accommodate the production of sustainable fuels. At the start of this complex project, using new and innovative technologies, we are proud to be leading the way with the first plant in our region. This achievement is thanks to our highly qualified colleagues, whose expertise and commitment are crucial to our success."

The new plant will enable OMV Petrom to integrate the production of SAF and HVO into the existing infrastructure for fuel production, storage and distribution to meet the region's demand for sustainable mobility. The project involves a total investment of EUR 750 million, of which EUR 560 million is earmarked for the construction of the SAF/HVO plant and EUR 190 million for two plants for the production of green hydrogen.

How SAF and HVO are produced and their impact on emissions

SAF (Sustainable Aviation Fuel) and HVO (Hydrogenated Vegetable Oil, also known as renewable diesel) are sustainable fuels produced by processing renewable feedstocks such as used vegetable oils and animal fats. Through advanced refinery processes using green hydrogen, these materials are converted to have similar properties to conventional kerosene and diesel. The use of these fuels enables a significant reduction in CO₂ emissions compared to traditional fossil fuels (for example, by at least 65 percent in the case of SAF and HVO).

The flexibility of the new plant makes it possible to adapt the raw materials used (used oil, animal fats) and blend the end products (SAF and HVO as well as bio-naphtha and bio-LPG) according to market requirements and the availability of raw materials.

Investments in lower-emission transportation

In addition to developing the production of sustainable fuels, OMV Petrom is expanding the network of charging stations for electric vehicles and aims to reach over 5,000 units in Romania by 2030, compared to around 900 currently.

Your opinion is welcome

The Austrian $OMV (-5.53%) sees 2025 as a turning point for the company, as the gas portfolio is better positioned than ever before, according to CEO Alfred Stern.

A decisive step was the arbitration case won against the Russian state-owned company $GAZPwhich enabled OMV to end its business relationship with Russia at the end of 2024. As a result, the company also stopped making payments for Russian gas.

Stern commented in an interview with CNBC that #wef2025that OMV now has a diversified gas portfolio with sources from countries such as Norwaythe USA, Italy and LNG imports.