Analysts’ Recommendations and Price Targets for Monsanto
Analysts’ consensus price target for Monsanto is $122.70 per share over the next 12 months.
For fiscal 2017, Monsanto’s free cash flow is estimated to fall on an absolute basis to $1.4 billion.
Monsanto (MON) is currently trading at a forward PE multiple of 23.9x, which is higher than the peer median of 22.6x.
Can Century Aluminum Continue Its Rise?
Century Aluminum (CENX) was among the best-performing aluminum stocks in 2016, with gains of 94%.
Arconic has a mean one-year price target of $29.25, representing a 4.9% upside over its closing price on March 21, 2017.
Due to Alcoa’s (AA) strong cash flow generation in November and December 2016, its net debt fell below $600 million on December 31, 2016.
Must-know: Factors that influence the cement industry
The cement industry is highly affected by regulatory norms. This is prominent in developed countries where environmental issues are more stringent. This adds to the companies’ costs.
An increased focus on infrastructure development increases cement demand. This effect is prominent in emerging economies. A substantial portion of this demand comes from infrastructure projects. The projects are funded by the government.
The cement industry relies on power. Power and fuel costs account for ~30% of the price of cement when it’s sold. As a result, power and fuel have a major impact on the company’s operating expenditure.
Inside Eastman Chemical’s Latest Valuations
On March 28, EMN’s one-year forward PE ratio was 10.70x. Dow Chemical’s, DuPont’s, and LyondellBasell’s ratios were 15.50x, 21.80x, and 9.20x, respectively.
As of March 28, 2016, about 65% of the analysts covering Eastman Chemical (EMN) stock have recommended a “buy,” while 35% have recommended a “hold.”
With Eastman Chemical (EMN) declaring a quarterly dividend of $0.51 per share, its current dividend yield stands at 2.6%.
Why Freeport’s 2017 Guidance Could Be in Disarray
Freeport’s 2017 guidance could be in disarray because of Grasberg issues. Freeport’s debt reduction plan would be impacted due to the Grasberg impasse.
Currently, Freeport is barred from exporting copper concentrates from Indonesia. The company’s export permit expired earlier this year.
Currently, total copper inventories in LME-registered warehouses stand at ~330,000 metric tons—similar to levels at the beginning of the year.
What Analysts See in Cliffs Natural Resources under Trump’s Presidency
US steel prices and order books for customers are the major revenue drivers for Cliffs Natural Resources’s (CLF) US division.
Cliffs Natural Resources (CLF) has “buy” recommendations from 22% of analysts covering the stock and “sell” recommendations from another 22% of these analysts.
Wall Street analysts covering Vale are projecting sales of $33.5 billion for 2017, implying a revenue rise of 22% year-over-year.
How Does SQM Compare to Its Peers?
SQM has outperformed its peers based on PE ratio. The PE ratios of SQM, POT, MOS, and CMP are 20.3x, 11.5x, 9.6x, and 15.4x, respectively, as of November 17, 2015.
Sociedad Química y Minera de Chile (SQM) has a market cap of $5.7 billion. After the company’s 3Q15 earnings report, SQM fell by 5.6% to close at $18.49 per share on November 17, 2015.
Looking ahead, SRC said it has seen the early signs of a recovery in the resource sector, and expects it to continue to be a challenging environment for many commodities-focused businesses throughout 2014 and into 2015.
Comparing Silver Miners’ Valuation
Valuation The EV-to-EBITDA (enterprise value to earnings before interest, tax, depreciation, and amortization) multiple is a good measure for capital-intensive industries because it helps investors compare companies with various capital…
Market sentiment So far in this series, we’ve analyzed silver miners’ key operating and financial metrics. In this part, we’ll look at the market sentiment toward these companies. We’ll also…
Moving averages Traders and investors also look at moving averages while making market entry or exit decisions. Usually, if a stock is trading below its 20-day or 50-day moving average,…
Understanding Environmental Regulations and Efficiency Trends in Specialty Chemicals
Greater community awareness toward the degradation of the atmosphere is forcing specialty chemical companies to comply with environmental regulations.
When the specialty chemicals industry entered a mature phase in the mid-1990s, innovation came to be characterized by small steps rather than by big leaps.
Companies in the specialty chemical industry have fewer intermediaries in their distribution range as they move from coatings to more specialized chemicals.