$OMV (-2,55 %) presented its half-year report and figures for Q2 25 today.

Key performance indicators in Q2 2025:

Group

CCS Operating result before exceptional items decreased to EUR 1,031 million, mainly due to a lower contribution from Energy and Fuels & Feedstock, partly offset by a higher result from Chemicals

CCS profit for the period attributable to shareholders of the parent company before exceptional items decreased to EUR 385 million; CCS earnings per share before exceptional items at EUR 1.18

Cash flow from operating activities excluding net working capital items at EUR 831 million

Organic free cash flow of EUR 160 million

CCS ROACE before special effects at 9%

Frequency of reportable occupational accidents (Total Recordable Injury Rate; TRIR) at 1.45

Chemicals

Polyethylene reference margin Europe increased to EUR 492/t;

Polypropylene reference margin Europe slightly lower at EUR 377/t

Sales volume of polyolefins increased by 5% to 1.61 million tons

Fuels & Feedstock

OMV Refinery Reference Margin Europe increased by 15% to USD 8.1/bbl

Fuel and other sales volumes in Europe remained at a similar level of 4.20 mn tons

Energy

Production down 10% to 304 kboe/d, mainly due to the sale of SapuraOMV

Production costs increased to USD 10.9/boe

The full report can be found under the following link: OMV Konzernbericht Jänner–Juni 2025

Received a dividend of over €100 for the first time! (103.31€ after tax)

As always, first the link to the first post, where you will also find the links to all the other parts https://getqu.in/cbIOkg/

Today there are a few more details on the indicators from part 3 https://getqu.in/9XGYtO/

As described in part 3, I start my analysis with the SMA 200 / 50 / 5 daysto get an overview of the trend.

Example $UBER (-1,69 %)

For me, an important setting for the SMA is that I always use the SMA regardless of my chart setting always on a daily basis. daily basis. This means that even if I have set the chart to weekly or 4h, it always shows me the SMA on a daily basis.

Example $UBER (-1,69 %) 1h hour chart - but the SMA are still on a daily basis, not like the default setting, which always refers to the chart - then the SMAs would be calculated on a 200 / 50 / 5 hour basis!

Next, I'll get the VRVP to see the volumes. I have set the chart to the range since Uber has been in an overarching sideways phase.

I can see the price area with the highest volume and the distribution where 68% of the volume has taken place.

My VRVP settings are as follows, I adjust the line size depending on the visible range - the larger the range, the larger the number of lines.

So, I now have a good overview of the trend after a few minutes.

Now it's time to continue with the VWAP. My anchored VWAP I place it in a prominent position for me. In this case the last low before the start of the sideways phase. This is how I see the "DNA" of Uber - How does Uber behave in the statistical areas of the volume-weighted average price.

For my short-term trades, I zoom into the close range, but the anchored VWAP remains. I only switch to the 1 hour chart and the last few months.

The white circles then show potential entries and exits for me. The orange circles at the bottom show the earnings, there's always a lot of movement😁

Of course, I also look in detail at the price action, i.e. the candles per time unit.

In principle, this describes my main procedure for determining the buy/sell point.

That's it 🤷‍♂️ has been working for me for a long time with the outcome as described in part 2 https://getqu.in/TVNdpR/

Because of the overview, I have hidden the VRVP in the VWAP views, but I always leave it on for my analysis.

Example anchored VWAP with VRVP and SMA5 for the short-term trend

Example anchored VWAP with VRVP and VWAP on a weekly basisI can see where the VWAP of the current week has moved. It's also nice to see how and where the big volumes of the week have positioned themselves 😁

So, that's a bit more detail on my setup. As you can see, with a little practice and routing, you can analyze a stock in a short time. For me, such an analysis usually takes no longer than 10 minutes and I know whether a trade makes sense for me and where to place my buy and sell orders.

PS: I have found a clever script on TradingView for some of my stock screener filters. You can always display some criteria live - in the chart at the bottom right

You can find it under the indicators: Ticker Dashboard For Better Stock Selection

$ADYEN (+0,24 %)
$MMK (+1,79 %)
$MRK (-2,63 %)
$KTN (-1,79 %)
$BRBY (-0,08 %)
$OMV (-2,55 %)
$VER (-0,53 %)
$BG (-1,69 %)
$VOE (-1,59 %)
$ZAL (+4,65 %)
$VRTX (-0,44 %)
$RDC (+2,49 %)

#trading

Dear community, I'll provide a link as an example $OMV (-2,55 %)
$HAUTO (+0,78 %)
$BNP (-0,93 %)
$VOLV A (-1,11 %) because they pay good dividends and withholding tax is properly deducted.

If you want to save yourself the hassle of withholding tax refunds, couldn't you just sell the share the day before the ex-date and buy a new one the next day? As a rule, the share price falls by exactly the price of the dividend, sometimes even more. This way you indirectly get the dividend into your home, but you don't have to wait for the next calendar year or deal with the bureaucracy. Of course it's annoying because of the transaction fees, but depending on the volume and broker, these may also be limited. (Incidentally, you can also reduce taxable gains with a long investment horizon in this way, as you remain within the tax-free allowance and therefore do not realize the gains only after ten or twenty years).

I wonder whether this strategy has ever been seriously considered, discussed or even tried out by anyone.

In my case, I will probably try it out in two weeks with OMV, as I currently still hold the share with Revolut, but I am gradually "transferring" my European shares in particular to Trade Republic - not least because Revolut always pays so many fees into its own pocket for dividends and Revolut is also very annoying as a broker in other respects.

I'm curious to know whether you think this plan is completely crazy or somehow sensible. LG

To give me a better overview, I have looked up the publication dates of all the quarterly figures of the companies in which I am invested.

Of course I don't want to withhold this from you:

May 2025

• 05.05.25 -> Realty Income $O (-0,79 %)
• 06.05.25 -> Ferrari $RACE (+0,4 %)
• 06.05.25 -> Progressive $PGR (-1,5 %)
• 06.05.25 -> Zoetis $ZTS (+1,57 %)
• 07.05.25 -> Novo Nordisk $NOVO B (-2,67 %)
• 08.05.25 -> Main Street Capital $MAIN (-0,23 %)
• 15.05.25 -> Allianz $ALV (-0,12 %)
• 20.05.25 -> Mutares $MUX (-2,24 %)
• 22.05.25 -> NextEra Energy $NEE (-0,03 %)

July 2025

• 10.07.25 -> Progressive $PGR (-1,5 %)
• 21.07.25 -> Prologis $PLD (-2,23 %)
• 23.07.25 -> Amphenol $APH (-0,76 %)
• 24.07.25 -> Greencoat UK Wind $UKW (+0 %)
• 24.07.25 -> NextEra Energy $NEE (-0,03 %)
• 24.07.25 -> Vidrala $VID (+0,88 %)
• 25.07.25 -> Palfinger $PAL (-1,04 %)
• 25.07.25 -> Volkswagen $VOW (-0,74 %)
• 30.07.25 -> HSBC $HSBA (-0,94 %)
• 30.07.25 -> Realty Income $O (-0,79 %)
• 30.07.25 -> Rio Tinto $RIO (-1,67 %)
• 31.07.25 -> Ferrari $RACE (+0,4 %)
• 31.07.25 -> Main Street Capital $MAIN (-0,23 %)
• 31.07.25 -> OMV $OMV (-2,55 %)

August 2025

• 05.08.25 -> Aflac $AFL (-0,19 %)
• 05.08.25 -> DHL Group $DHL (-0,65 %)
• 05.08.25 -> Public Storage $PSA (-1,66 %)
• 06.08.25 -> Novo Nordisk $NOVO B (-2,67 %)
• 07.08.25 -> Allianz $ALV (-0,12 %)
• 12.08.25 -> Mutares $MUX (-2,24 %)
• 12.08.25 -> Zoetis $ZTS (+1,57 %)

October 2025

• 09.10.25 -> Progressive $PGR (-1,5 %)
• 21.10.25 -> Prologis $PLD (-2,23 %)
• 22.10.25 -> Amphenol $APH (-0,76 %)
• 22.10.25 -> NextEra Energy $NEE (-0,03 %)
• 27.10.25 -> Palfinger $PAL (-1,04 %)
• 28.10.25 -> HSBC $HSBA (-0,94 %)
• 29.10.25 -> OMV $OMV (-2,55 %)
• 29.10.25 -> Vidrala $VID (+0,88 %)
• 30.10.25 -> Main Street Capital $MAIN (-0,23 %)
• 30.10.25 -> Volkswagen $VOW (-0,74 %)
• 30.10.25 -> Zoetis $ZTS (+1,57 %)

November 2025

• 03.11.25 -> Public Storage $PSA (-1,66 %)
• 04.11.25 -> Aflac $AFL (-0,19 %)
• 04.11.25 -> Ferrari $RACE (+0,4 %)
• 05.11.25 -> Novo Nordisk $NOVO B (-2,67 %)
• 06.11.25 -> DHL Group $DHL (-0,65 %)
• 10.11.25 -> Realty Income $O (-0,79 %)
• 13.11.25 -> Mutares $MUX (-2,24 %)
• 14.11.25 -> Allianz $ALV (-0,12 %)

January 2026

• 23.01.26 -> NextEra Energy $NEE (-0,03 %)
• 27.01.26 -> Prologis $PLD (-2,23 %)
• 28.01.26 -> Progressive $PGR (-1,5 %)
• 28.01.26 -> Amphenol $APH (-0,76 %)
• 29.01.26 -> Ferrari $RACE (+0,4 %)
• 29.01.26 -> OMV $OMV (-2,55 %)

February 2026

• 04.02.26 -> Aflac $AFL (-0,19 %)
• 04.02.26 -> Novo Nordisk $NOVO B (-2,67 %)
• 13.02.26 -> Allianz $ALV (-0,12 %)
• 17.02.26 -> Zoetis $ZTS (+1,57 %)
• 19.02.26 -> Main Street Capital $MAIN (-0,23 %)
• 24.02.26 -> HSBC $HSBA (-0,94 %)
• 24.02.26 -> Palfinger $PAL (-1,04 %)
• 24.02.26 -> Public Storage $PSA (-1,66 %)
• 24.02.26 -> Realty Income $O (-0,79 %)
• 26.02.26 -> Greencoat UK Wind $UKW (+0 %)
• 26.02.26 -> Vidrala $VID (+0,88 %)

March 2026

• 04.03.26 -> Rio Tinto $RIO (-1,67 %)
• 05.03.26 -> DHL Group $DHL (-0,65 %)
• 17.03.26 -> Volkswagen $VOW (-0,74 %)

April 2026

• 15.04.26 -> Mutares $MUX (-2,24 %)

Ps: Does anyone have the dates of the quarterly figures for $SHEL (-2,22 %) ? Unfortunately I can't find them online.

After making my first small investments of a few hundred euros in the stock market in February '25, I added a larger amount in the course of April. It also took some time to develop an investment strategy; where do I want to invest? What risk do I want to take? Accumulating or distributing? ETFs and/or individual shares? If so, which ones and why? Are there specific countries and/or sectors I would like to focus on?

Only at the end of last week were all the answers to these questions clear: a long-term investment horizon of just over 35 years with relatively low risk. A healthy ETF/share mix of 60/40. Distributing portfolio with high-yield and high-growth positions and with a relative focus on the USA and Europe.

I have a good feeling that I am happy with my strategy in the long term and finally no longer have to constantly turn the entire portfolio inside out.

My ETFs and individual stocks are $HMWO (-0,44 %)
$TDIV (-0,85 %)
$DGSD (-0,78 %)
$MAIN (-0,23 %)
$NOVO B (-2,67 %)
$PGR (-1,5 %)
$PSA (-1,66 %)
$UKW (+0 %)
$APH (-0,76 %)
$DHL (-0,65 %)
$HSBA (-0,94 %)
$MUX (-2,24 %)
$NEE (-0,03 %)
$ZTS (+1,57 %)
$AFL (-0,19 %)
$O (-0,79 %)
$SHEL (-2,22 %)
$VID (+0,88 %)
$RACE (+0,4 %)
$PLD (-2,23 %)
$OMV (-2,55 %)
$PAL (-1,04 %)
$RIO (+0,26 %) and last but not least $VOW (-0,74 %)

#dividende
#dividends
#etfs
#growth
#personalstrategy
#portfoliofeedback

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 (-0,64 %) - and $AMZN (-0,26 %) -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! :)

$

$OMV (-2,55 %) 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 (-2,55 %) 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 (-2,55 %)

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.