{"id":16346,"date":"2012-06-06T21:30:58","date_gmt":"2012-06-06T19:30:58","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=16346"},"modified":"2012-06-06T21:45:34","modified_gmt":"2012-06-06T19:45:34","slug":"webinar-5-haziran-2012","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/webinar-5-haziran-2012\/","title":{"rendered":"WEB\u0130NAR &#8211; 5 Haziran 2012"},"content":{"rendered":"<p>5 HAziran gecesi saat 20:10&#8217;da ba\u015flayan webinar\u0131m\u0131z saat 22:15&#8217;de tamamland\u0131. Videolar a\u015fa\u011f\u0131daki linktedir.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-4170458548\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"9580705384\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p style=\"text-align: center;\"><a href=\"http:\/\/www.drerdinc.net\/Webinar-5-06-2012\/Webinar-5-06-2012.html\" target=\"_blank\" data-wpel-link=\"external\" rel=\"nofollow external noopener\">5 HAZ\u0130RAN WEB\u0130NAR<\/a><\/p>\n<p>Bu arada webinar s\u0131ras\u0131nda en \u00e7ok incelenmesi istenilen ALK\u0130M \u015firketini i\u015flk olarak inceledik ve son a\u00e7\u0131klad\u0131\u011f\u0131 bilan\u00e7oda K\u00e2r\u0131n\u0131n belirgin \u015fekilde d\u00fc\u015fmesinin sebeplerine de\u011findim. Bunun yap\u0131lan y\u00fcksek yat\u0131r\u0131mlar nedeniyle y\u00fcksek amortismanlardan kaynaklanm\u0131\u015f olabilece\u011fini vurgulad\u0131m. Fakat faaliyet raporunda ve bilan\u00e7o dipnotlar\u0131nda bu konuda yeterli a\u00e7\u0131klama yoktu. Amortismanlar da k\u00e2r\u0131 etkilemi\u015f durumda. Ama Webinar\u0131m\u0131z\u0131 izleyen Ayta\u00e7 Tazeg\u00fcl, ger\u00e7ek bir yat\u0131r\u0131mc\u0131l\u0131k \u00f6rne\u011fi sergileyerek bu konuyu \u015firkete yaz\u0131 ile sormu\u015f. Bana da \u015firketten gelen a\u00e7\u0131klamay\u0131 g\u00f6ndermi\u015f. Kendisine sonsuz te\u015fekk\u00fcr ediyorum. Bu a\u00e7\u0131klamada g\u00f6r\u00fcyoruz ki Temmuz ve A\u011fsutos aylar\u0131na a\u015f\u0131r\u0131 ya\u011f\u0131\u015flar, eldeki kristalle\u015fmi\u015f sodyum s\u00fclfat stoklar\u0131n\u0131n erimesine neden olmu\u015f. Aradaki \u00fcretim a\u00e7\u0131\u011f\u0131 ise ithalatla kapat\u0131l\u0131nca sat\u0131\u015flar\u0131n maliyeti y\u00fckselmi\u015f. \u00a0Dolay\u0131s\u0131yla 2011&#8217;in son \u00e7eyre\u011finde sat\u0131\u015flar\u0131n maliyeti artm\u0131\u015f ve zannnedersem bu sorun 2012&#8217;in ilk \u00e7eyre\u011findeki a\u011f\u0131r k\u0131\u015f \u015fartlar\u0131yla beraber devam etmi\u015f. Ayta\u00e7 Tazeg\u00fcl&#8217;\u00fcn bana g\u00f6nderdi\u011fi yaz\u0131\u015fmay\u0131 a\u015fa\u011f\u0131da veriyorum. \u00a0Burada \u00f6nemli olan konu, bir yat\u0131r\u0131mc\u0131n\u0131n yat\u0131r\u0131mlar\u0131na sahip \u00e7\u0131kmas\u0131 ve g\u00fcnl\u00fck d\u00fc\u015f\u00fcnmemesidir. G\u00f6r\u00fcnen o ki Alkim&#8217;in artan sat\u0131\u015f maliyeti gelecek d\u00f6nemlerde tekrar azalma trendine girecektir. Bu olay g\u00f6steriyor ki, ger\u00e7ek yat\u0131r\u0131mc\u0131s\u0131 oldu\u011funuz \u015firketle ilgili olarak gelen b\u00fct\u00fcn a\u00e7\u0131klamalar\u0131 yak\u0131ndan takip etmek gerekiyor. Her yat\u0131r\u0131mc\u0131 Ayta\u00e7 bey gibi davran\u0131rsa, piyasa \u00e7ok daha etkin hale gelecek ve kumar yeri olmaktan \u00e7\u0131kacakt\u0131r.<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #333399;\">SORU: <\/span><\/p>\n<p><span style=\"color: #333399;\">Ad Soyad: Ayta\u00e7 Tazeg\u00fcl<\/span><br \/>\n<span style=\"color: #333399;\">Mesaj: Say\u0131n yetkili,<\/span><br \/>\n<span style=\"color: #333399;\">\u015eirketinizin hisse senedi yat\u0131r\u0131mc\u0131s\u0131y\u0131m. Son \u00e7eyrekte a\u00e7\u0131klad\u0131\u011f\u0131n\u0131z bilan\u00e7oda sat\u0131\u015flar\u0131n maliyetlerinin \u00e7ok artt\u0131\u011f\u0131n\u0131 g\u00f6zlemledim. F\u0130nansal tablo dipnot a\u00e7\u0131klamalar\u0131ndan bunun nedenini g\u00f6remedim. Bunun sebebi nedir, e\u011fer bu konu ile ilgili doyurucu a\u00e7\u0131klama bulabilirsem, tam olarak finansal tablo dipnot a\u00e7\u0131klamalar\u0131nda hangi sayfadad\u0131r?<\/span><br \/>\n<span style=\"color: #333399;\">Sayg,<\/span><\/p>\n<p><span style=\"color: #333399;\">CEVAP:<\/span><\/p>\n<p><span style=\"color: #333399;\">Ayta\u00e7 bey,<\/span><\/p>\n<p><span style=\"color: #333399;\">Tesislere yapm\u0131\u015f oldu\u011fumuz seyahatler nedeni ile g\u00f6ndermi\u015f oldu\u011funuz mail\u2019e hemen cevap veremedi\u011fim i\u00e7in \u00fczg\u00fcn\u00fcm.<\/span><\/p><div class=\"bilge-content-1\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2321622389\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"3167340272\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p><span style=\"color: #333399;\">Belirtmi\u015f oldu\u011funuz gibi 2011 y\u0131l\u0131 son \u00e7eyrekte konsolide br\u00fct kar marj\u0131nda d\u00fc\u015f\u00fc\u015f ger\u00e7ekle\u015fmi\u015f olup, d\u00fc\u015f\u00fc\u015f \u00f6zellikle Kimya k\u0131sm\u0131ndan kaynaklanm\u0131\u015ft\u0131r. Kar marj\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn nedenlerini belirtmek gerekirse ;<\/span><\/p>\n<p><span style=\"color: #333399;\">2011 y\u0131l\u0131nda a\u00e7\u0131klanan a\u015fa\u011f\u0131daki \u00f6zel durum a\u00e7\u0131klamas\u0131nda belirtildi\u011fi \u00fczere, mevsim normallerinin \u00fcst\u00fcndeki ya\u011f\u0131\u015flar Cihanbeyli tesisinde hammadde stoklar\u0131nda erimeye neden olmu\u015f ve \u00fcretime ara verilmi\u015ftir. Ancak m\u00fc\u015fterilere kar\u015f\u0131 taahh\u00fctlerimizi yerine getirmek i\u00e7in Sodyum S\u00fclfat ithalat\u0131 yap\u0131lm\u0131\u015f olmas\u0131 nedeni ile maliyetlerde art\u0131\u015f s\u00f6z konusu olmu\u015f ve kar marj\u0131na yans\u0131m\u0131\u015ft\u0131r.<\/span><\/p>\n<p><span style=\"color: #333399;\">A\u00e7\u0131klamada belirtildi\u011fi gibi yeni hammaddenin meydana geli\u015fi Ocak 2012 tarihine kadar s\u00fcrd\u00fc\u011f\u00fcnden 2012 y\u0131l\u0131 ilk \u00e7eyre\u011fini de etkilemi\u015ftir.<\/span><br \/>\n<span style=\"color: #333399;\">M.Faruk Y\u00dcKSEL<\/span><br \/>\n<span style=\"color: #333399;\">Alkim Alkali Kimya A.\u015e.<\/span><\/p>\n<p><span style=\"color: #333399;\">ALK\u0130M ALKAL\u0130 K\u0130MYA A.\u015e. \/ ALKIM []\u00a0<a href=\"tel:26.08.2011%2016\" data-wpel-link=\"internal\"><span style=\"color: #333399;\">26.08.2011 16<\/span><\/a>:43:40 \u00d6zel Durum A\u00e7\u0131klamas\u0131 (Genel)<\/span><\/p><div class=\"bilge-content-2\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-283590979\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"1818807385\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p><span style=\"color: #333399;\">2011 y\u0131l\u0131 Haziran ve Temmuz aylar\u0131nda daha \u00f6nceki d\u00f6nemlerde son 20 y\u0131ld\u0131r hi\u00e7bir \u015fekilde g\u00f6r\u00fclmemi\u015f derecede \u015fiddetli &#8211; adeta afet derecesinde meydana gelen ya\u011f\u0131\u015flar sonucu Bolluk fabrikam\u0131z\u0131n hammadde ihtiyac\u0131n\u0131 sa\u011flayan Tersakan g\u00f6l\u00fc \u00fcretim havuzlar\u0131nda stoklanm\u0131\u015f olarak bekleyen Kristal Sodyum S\u00fclfatlarda \u00f6nemli miktarda erime meydana geldi\u011fi i\u00e7in yukar\u0131da zikredilen fabrikam\u0131z\u0131n hammadde stoklar\u0131 Eyl\u00fcl ay\u0131n\u0131n ikinci haftas\u0131nda sona erecektir. Bu \u015fiddetli ya\u011f\u0131\u015f ve erime olmasa hammadde stoklar\u0131m\u0131z her zaman oldu\u011fu gibi bir sonraki so\u011fukta kristalllenme d\u00f6nemi olan 2012 Ocak ay\u0131 sonuna kadar yeterli olacakt\u0131.<\/span><\/p>\n<p><span style=\"color: #333399;\">Bu durumda, Bolluk fabrikam\u0131z Eyl\u00fcl ay\u0131 ortas\u0131ndan itibaren so\u011fuk k\u0131\u015f \u015fartlar\u0131nda yeni hammaddenin meydana gelece\u011fi Ocak 2012 tarihine kadar otomatikman &#8211; zorunlu olarak duru\u015fa ge\u00e7ecektir.<\/span><\/p>\n<p><span style=\"color: #333399;\">Ancak, bu durum kar\u015f\u0131s\u0131nda gerekli tedbirler tam ve eksiksiz olarak al\u0131nm\u0131\u015ft\u0131r. Global piyasalardan yeterli miktarda sodyum s\u00fclfat ba\u011flant\u0131s\u0131 yap\u0131lm\u0131\u015f olup, 15 Eyl\u00fcl 2011 tarihinden itibaren bunlar peyder pey T\u00fcrkiye&#8217;ye gelmeye ba\u015flayacakt\u0131r.<\/span><\/p>\n<p><span style=\"color: #333399;\">Bu \u015fekilde taahh\u00fctlerimizde hi\u00e7bir aksama olmayaca\u011f\u0131 gibi gerek sat\u0131\u015f tonaj\u0131m\u0131z, gerekse y\u0131ll\u0131k sat\u0131\u015f ciromuz daha \u00f6nceden \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fc ve hedeflendi\u011fi gibi ger\u00e7ekle\u015fecektir.<\/span><\/p>\n<p>\u0130NCELENMES\u0130 \u0130STEN\u0130LEN H\u0130SSELER : Hisse kodunun yan\u0131ndaki rakam ka\u00e7 ki\u015fi taraf\u0131ndan bu hissenin incelenmesinin istendi\u011fini g\u00f6steriyor. Webinarda FMIZP hissesine kadar olan analizleri verebildim. Per\u015fembe ak\u015fam\u0131 yapaca\u011f\u0131m\u0131z webinarda kald\u0131\u011f\u0131m\u0131z yerden devam edece\u011fiz.<\/p>\n<p><a href=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/06\/hisse-talepleri.png\" data-wpel-link=\"internal\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16347\" title=\"hisse talepleri\" src=\"http:\/\/www.bilgeyatirimci.com\/wp-content\/uploads\/2012\/06\/hisse-talepleri.png\" alt=\"\" width=\"385\" height=\"1061\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>5 HAziran gecesi saat 20:10&#8217;da ba\u015flayan webinar\u0131m\u0131z saat 22:15&#8217;de tamamland\u0131. Videolar a\u015fa\u011f\u0131daki linktedir. 5 HAZ\u0130RAN WEB\u0130NAR Bu arada webinar s\u0131ras\u0131nda en \u00e7ok incelenmesi istenilen ALK\u0130M&hellip;<\/p>\n","protected":false},"author":102,"featured_media":6420,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1,373],"tags":[],"class_list":["post-16346","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar","category-canli-yayinlar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/16346","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/users\/102"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=16346"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/16346\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/6420"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=16346"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=16346"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=16346"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}