Neste is rising sharply today. 
I wonder how high it will go this time.
Analystsâ current consensus target price is 33.24 (22 participants (Inderes 34.50)). There is a significant split between Buy (10) and Hold (9).
Latest significant news:
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Interesting story in biofuels news:
A team of researchers from South Korea has developed a new strategy to efficiently produce fatty acids and biofuels from glucose.
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From Petriâs site. Some facility was also closed there in Texas.
I wonder about those Finns who pay an extra 20 cents per liter for Nesteâs MyDiesel.
The immense profits from renewables in Nesteâs results are under pressure.
If Neste and the Finnish tax authorities genuinely cared about the environment, there shouldnât be a price difference; perhaps it should even be slightly reversed, as engine problems have also emerged.
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That article you linked, @Verneri_Pulkkinen, must have been manna for the algos, as the price is soaring 
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In modern diesels, the EGR valve usually fails at some point. I reason that perhaps the EGR lasts longer when driving with MyDiesel, who knows. Probably no one has studied this. MyDiesel is used to some extent, as I understand it, when trying to get an old diesel âwreckâ through inspection.
But I myself guess that Neste will face somewhat tougher competition in America at some point. MyDiesel taxation only shows the hypocrisy of the taxman. Even the Finnish taxman loves cheap Urals Crude Oil.
https://www.diamondgreendiesel.com/ This is backed by Valero.
Yesterday, Neste informed about IT problems. Today, there seems to be radio silence as nothing new has been heard. Yesterdayâs dip in the stock price subsided, but not because the problems were fixed, right? Could it be some kind of IT sabotage/attack, or does anyone have any serious speculations about the background of the situation?
Neste Oyj, Press Release, 15 October 2019 at 11:45 am\n\nYesterday we released a statement regarding an IT disruption that affected Nesteâs operations.\n\nInvestigations have confirmed that the cause of the disruption was a technical hardware failure in our service providerâs data center in Finland. Our production continues normally and safely, and we have been able to continue fuel deliveries.\n\nExperts are working closely to restore systems to normal as quickly as possible.\n\nWe will provide more information on the situation as it develops.\n\n----\nThis is additional information from Neste today. Yesterday it was already reported that the fault was in the governmentâs network connections and the problem had been fixed.
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I had to start familiarizing myself with Neste by opening a comprehensive report, but it turned out to be as old as the Pope.
@Petri_Gostowski, can we expect a fresh comprehensive report in the near future? If not, where should I look for information about Nesteâs next steps regarding product development? Iâd be interested to know what comes after these car biodiesels. Is there something new and revolutionary in the production pipeline?
I remember a statement from a former Neste executive: âI am a strongly development-oriented person. Itâs not enough for me to just scale.â This is naturally a worrying comment if it means that development work consists of just brewing more of the same concoction that has been brewed for years.
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Unfortunately, I canât promise a new extensive report in the near future 
You should check out the slides from the February Capital Markets Day; they had a lot of information about what the company is planning alongside renewable diesel!
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Does anyone here have Neste in their portfolio or under consideration? I skimmed through the past yearâs analyses and the 2018 annual report. Based on those, Iâm starting to feel like I could make a couple of purchases for a loooong-term portfolio.
Since my own horizon is extra-long, my interest is focused especially on new ventures in the aviation and plastic/chemical industries.
I saw that extensive cooperation with Lufthansa (and, of course, many other airlines and airports) has been initiated, and a former Lufthansa executive has been hired as the new head of renewables in aviation. This clearly suggests ideas for close collaboration. I donât really understand much about the possibilities of renewable fuels in aviation myself, but I need to study the market and its realities more closely. At least the economic situation is good enough that there should be sufficient funds for developing new initiatives.
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I was long, but (unfortunately) sold off the position a while ago when the odds felt too high. Iâve been waiting for the price to drop, but the beast wonât fall enough to justify buying. It looked like it was going to fall, but the earnings report boosted the stock again. Should I wait for more government sales or a drop in crude oil prices?
The barrier to increased consumption of bio-jet fuel has so far been the price. Airlines are under immense cost pressure and have been for a long time. Ticket prices cannot be raised enough, even though costs are constantly rising. This is certainly an opportunity, but it seems too far in the future to count on. Bio-diesel seems to be the driver, but Nesteâs market is, on the other hand, limited to too small an area.
I would really hope for discussion on this, because its production facilities are top-notch. Thereâs no evidence yet from the new CEO.
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Iâve been Googling news and discussions related to renewable aviation fuels. With a quick assessment, there could be some potential here to build a small âmoatâ of sorts. I believe that Western travelersâ attitudes towards flying and aviation emissions will quickly become more critical than they are now (cf. Swedenâs flight tax, flight shame, etc.). A similar change in collective thinking could happen surprisingly quickly, as it did, for example, with smoking. Along with this, the solutions could roughly be as follows:
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Continue flying with fossil fuels â flying decreases â absolute emissions decrease
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Increase renewables in aviation â absolute emissions decrease, even if the amount of air travel does not decrease
I read somewhere that Swedenâs flight tax (domestic and Europe âŹ6/flight, medium-haul âŹ15/flight and intercontinental âŹ30/flight) had reduced air travel volumes quite quickly by about four percent. I didnât check whether it was the number of flights, the number of flight kilometers, or something else. I also didnât delve into the background of the tax in more detail, but I could imagine that one key reason is precisely to reduce aviation emissions. Compared to that, the tax is still a fairly cheap way to curb flying, when I read somewhere that bio-jet fuel costs 3-4 times what traditional jet fuel does. Of course, in real situations, jet fuel is probably diluted very lightly with biofuels, so both price increases and emission reductions are quite moderate.
In the long run, alternative energy forms will increase in aviation anyway, but will it be Nesteâs bio-jet fuel or something else entirely in the tank then? I agree with @DayTraderXLâs view that this is more of a (strong) driver.
The sales of biodiesel for road traffic could be expected to grow significantly in the future, especially by expanding the distribution network in Finland, the Baltics, and Sweden. I tried to quickly find figures for biodiesel production and (country-specific) sales volumes, but I didnât come across any with a quick Google search yet.
Does anyone have a better view of Nesteâs positioning in the plastics and chemical industry? Do these Ikea cooperation ventures have any real impact or future potential?
The valuation multiples are a bit high here, but there seems to be potential in the medium and long term as well.
Edit: Also, is there any sensible competitor analysis available anywhere, especially regarding renewable fuels? Or an analysis of political risks, which are quite significant (hereâs some related discussion: Neste | Sijoitustieto.fi)?
Looks like the bot ordered by the prime minister has been launched on the sales side 
Neste continues its decline. Prices dipped below âŹ30. Are Trumpâs antics also pushing this down?
State/Solidium on the selling block?
Well, this strike has messed things up. Several units in Porvoo and Naantali are down and the rest are on minimum feeds.
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Itâs probably due to the strike and December.
Good buying opportunities, Neste in the portfolio after a long time.
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Bank of America Merrill Lynch restarts coverage of Neste with a âreduceâ rating, target price 26 euros
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Did they justify why? Can those analyses be seen somewhere?
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