CF Industries Holdings Inc

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  • Empty store shelf due to food-grade CO2 shortage
    Company & Industry Overviews

    Why the U.K. Is Experiencing a CO2 Shortage, Impact on Food Supply

    By Rachel Curry
  • uploads///Henry Hub Natural Gas Spot Price
    Miscellaneous

    How Natural Gas Prices Are Moving

    Natural gas prices are critical for nitrogen and ammonia-based phosphate fertilizer producers.

    By Adam Jones
  • uploads///PotashCorp Analysts NTM Recommendation and Target
    Miscellaneous

    Analysts’ April 2017 Recommendations and Targets for PotashCorp

    PotashCorp (POT), the largest producer of potash fertilizers in North America, has fallen 7.0% year-to-date (or YTD).

    By Adam Jones
  • uploads///MOS Analysts NTM Recommendation and Target
    Basic Materials

    Analysts Lower Price Target for Mosaic in August 2017

    Mosaic (MOS) released its 2Q17 earnings on August 1, 2017, and reported EPS (earnings per share) of $0.28, which beat analysts’ estimate of $0.25.

    By Adam Jones
  • uploads///DAP Diammonium Phosphate Realized Prices
    Basic Materials

    How Mosaic’s Phosphate Prices Fared in 2Q16

    Phosphate fertilizer prices are key to Mosaic’s (MOS) Phosphate segment’s sales, earnings, and stock price.

    By Adam Jones
  • uploads///Weekly Urea Spot Prices
    Miscellaneous

    Tracking Urea Price Movement during the Week Ending April 22

    In 2013, about 54% of global ammonia was upgraded to urea, according to FERTECON. But urea prices have rebounded from their lows at the beginning of 2016.

    By Adam Jones
  • uploads///Gross Income and Gross Margin
    Basic Materials

    Is This Why CF’s Stock Has Rallied?

    Like CF Industries’ (CF) sales, its margins are also expected to expand YoY (year-over-year) in Q2 2018 and the next four quarters.

    By Adam Jones
  • uploads///Urea Prices
    Miscellaneous

    Did Capacity Shutdowns in China Impact Urea Prices?

    For the week ending October 28, the overall movement in urea prices was flat to positive. Granular urea prices rose 6.6% to $211 per metric ton in China.

    By Adam Jones
  • uploads///Mosaics  Month Rating and Price Target
    Earnings Report

    Analysts’ Ratings and the Next-12-Month Price Target for Mosaic

    Of the 22 analysts surveyed, about 32% of them gave Mosaic (MOS) a “buy” rating. About 41% of analysts issued a “hold” rating, and only 27% issued a “sell” rating.

    By Adam Jones
  • uploads///FCF
    Company & Industry Overviews

    How CF Industries’ Cash Flows per Ton Are Set to Increase

    With CF Industries’ production capacity increasing, its cash flow per ton of product is also expected to increase.

    By Adam Jones
  • uploads///Potash Segments Shipments
    Earnings Report

    Why Did Mosaic’s Potash Shipments Decline in 4Q15?

    Overall, 4Q15 potash shipments declined 16% to 1,931 thousand tons, from 2,039 thousand tons in 4Q14. Most of the decline came from the international crop nutrient shipments.

    By Adam Jones
  • uploads///Intrepid Potash Next  Month EBITDA and Margin Estimates
    Earnings Report

    Intrepid Potash’s Margins Are Expected to Expand in 2017

    For each of the next four quarters, Intrepid Potash’s EBITDA is estimated to grow YoY. For 1Q17, analysts estimate EBITDA of $2.6 million.

    By Adam Jones
  • uploads///Wholesale Segment Gross Margin
    Earnings Report

    What Benefited Agrium’s Wholesale Gross Margins in 1Q16?

    Agrium’s Wholesale segment’s gross margins declined from 27% in 1Q15 to 24% in 1Q16. This was primarily driven by a decline in gross margins in the Nitrogen and Phosphates segments.

    By Adam Jones
  • uploads///Fertilizer Stocks for the Week Ended March
    Miscellaneous

    Fertilizer Stocks and Commodity Prices: Week Ending March 24

    The week ending March 24, 2017, was broadly negative for agricultural fertilizer stocks. The VanEck Vectors Agribusiness ETF (MOO) fell 0.98%.

    By Adam Jones
  • uploads///Fertilizer Companies Stocks For Week Ended September
    Basic Materials

    How Did Fertilizer Stocks Perform in the Week Ended September 23?

    Last week was mostly negative for agricultural fertilizer (FXZ) stocks. However, the VanEck Vectors Agribusiness ETF (MOO) ended the week in positive territory.

    By Adam Jones
  • uploads///CFs Forward PE Multiple versus Others
    Company & Industry Overviews

    Is CF Industries’ Valuation Justified?

    Valuation multiples CF Industries (CF) has performed dismally in 2016. With the stock returning -41% YTD (year-to-date), it has left some investors in an uncomfortable position. In this part, we’ll discuss CF’s valuation multiple and compare it with that of peers (IYM). Multiples trading higher Recently, the forward PE (price-to-earnings) multiples of the four major […]

    By Adam Jones
  • uploads///Agriums Next  Month EPS Estimates
    Earnings Report

    Key Takeaways from Agrium’s 2017 Earnings Estimates

    Agrium’s (AGU) earnings for 1Q17 are estimated to fall from $0.05 per share in 1Q16 to -$0.06 per share.

    By Adam Jones
  • uploads///CFs Valuation Multiples versus Peers Median
    Company & Industry Overviews

    A Review of CF Industries’ March 2017 Valuation Multiples

    CF Industries’ (CF) earnings have been falling for the past five years, and it reported negative earnings in 4Q16.

    By Adam Jones
  • uploads///Agriums Gross Profit and Margins Expectations
    Earnings Report

    Will Agrium’s 1Q16 Gross Margins Weaken?

    Agrium (AGU) earns most of its revenues from its retail sales channel. However, when it comes to gross margins, the wholesale channel is more profitable.

    By Adam Jones
  • uploads///N Demand
    Basic Materials

    How Much Demand Will There Be for Nitrogen in the Near Term?

    According to CF Industries, nitrogen prices could remain under pressure as new capacities come online in 2017. However, the company believes that things should improve in 2018.

    By Adam Jones
  • uploads///MAP Prices
    Basic Materials

    MAP Fertilizer Prices Hit a New High in Brazil

    Last week, MAP (monoammonium phosphate) prices in Brazil continued their uptrend, while prices in NOLA (New Orleans) moved sideways.

    By Adam Jones
  • uploads///Agrium Analysts NTM Recommendation and Target
    Miscellaneous

    Wall Street’s Take on Agrium for July 2017

    Unlike PotashCorp (POT), Mosaic (MOS), and CF Industries (CF), Agrium (AGU) has a large retail business, giving the company more stability in earnings.

    By Adam Jones
  • uploads///CF Industries Analysts NTM Recommendation and Target
    Basic Materials

    Analysts’ Views on CF Industries after 2Q17 Earnings

    CF Industries (CF) reported its quarterly earnings on August 2, 2017. Its EPS was $0.10, which was in line with analysts’ consensus estimate.

    By Adam Jones
  • uploads///Intrepid Potash Analysts NTM Recommendation
    Miscellaneous

    Ratings and Price Target for Intrepid Potash

    As of January 23, 2017, one of the six analysts covering Intrepid Potash has a “buy” recommendation for the company over the next 12 months.

    By Adam Jones
  • uploads/// World Urea Production Cost
    Basic Materials

    Why industry capacity changes also affect urea prices and profits

    Generally, a capacity increase tends to lag demand growth, as producers like to see a stronger market before making significant investments.

    By Xun Yao Chen
  • uploads///field _
    Basic Materials

    Key Takeaways from CF Industries’ Strong Second-Quarter Results

    CF Industries reported second-quarter sales of $1.3 billion, which beat analysts’ estimate of $1.2 billion.

    By Adam Jones
  • uploads///Share Repurchase Dividends and Free Cash Flows
    Company & Industry Overviews

    A Look at Potash Corporation’s Cash Flows and Leverage

    During the first nine months of 2015, Potash Corporation’s free cash flows declined to $913 million from $1,175 million in the corresponding period in 2014. This was primarily due to a decline in potash prices.

    By Adam Jones
  • uploads///Leverage
    Company & Industry Overviews

    Why Does CF Industries Have High Leverage?

    CF Industries has resorted to leverage to fund its projects, which are expected to create more nitrogen capacity and, in turn, benefit shareholders.

    By Adam Jones
  • uploads///Global Wheat Stock to Use Ratio
    Basic Materials

    What Is Positive about the Recent Wheat Stock-to-Use Numbers?

    In September, the global wheat inventory declined 1.5% to 249 million metric tons compared with 252 million metric tons in August 2016.

    By Adam Jones
  • uploads///Stock Price and Earnings
    Earnings Report

    What You Need to Know from CF Industries’ 4Q15 Earnings Conference

    CF Industries Holdings’ (CF) stock rose by almost 8.4% on February 18, 2016, the day after the company’s 4Q15 earnings release.

    By Adam Jones
  • uploads///FMC Corp Analysts NTM Recommendation and Target
    Miscellaneous

    Analysts’ Price Target and Recommendations for FMC Corporation

    Like Monsanto (MON), FMC Corporation (FMC) is in the business of crop protection products. The majority of FMC’s sales come from its Agricultural Solutions segment.

    By Adam Jones
  • uploads///Nitrogen Segments Average Selling Prices
    Earnings Report

    Why Nitrogen Prices Continue to Face Pressures

    Overall, the nitrogen prices have weakened in 3Q15, falling to $319 per metric ton from $356 per metric ton in 3Q14.

    By Adam Jones
  • uploads///ALSN
    Basic Materials

    ValueAct Capital increases its position in Allison Transmission

    ValueAct Capital upped its stake in Allison Transmission from 4,625,204 shares to 18,025,204 shares, last quarter.

    By Samantha Nielson
  • uploads///Analysts Recommendation for Mosaic
    Miscellaneous

    Mosaic’s Price Target and Recommendations

    On February 2, 2017, only three of the 20 analysts covering Mosaic (MOS) stock gave the company a “strong buy” to a “buy” recommendation for the next 12 months.

    By Adam Jones
  • uploads///risk measurements CMF
    Macroeconomic Analysis

    Volatility: Risks and Rewards Go Hand in Hand

    The Sharpe ratio is calculated using standard deviation as its volatility measure.

    By Vineet Kulkarni
  • uploads///CF Industries Next  Month Capital Expenditure Estimates
    Basic Materials

    Capital Expenditure Expectations for CF Industries in 2Q17

    CF Industries (CF) is expected to see a significant reduction in its capital expenditure (or capex) year-over-year (or YoY) in 2Q17 and for the next four quarters.

    By Adam Jones
  • uploads///Mosaic Analysts NTM Recommendation and Target
    Miscellaneous

    Mosaic’s Price Target Cut to $27 following Its 1Q17 Earnings

    Much like Agrium (AGU), The Mosaic Company (MOS) had a disappointing 1Q17. Mosaic reported flat or no earnings per share (or EPS), missing analysts’ consensus estimate of $0.17.

    By Adam Jones
  • uploads///PotashCorp Gross Margins Contracts across Segments
    Earnings Report

    PotashCorp’s Margins Contract, but How Much?

    Year-over-year, each of PotashCorp’s three segments experienced a margin contraction in 4Q16. How has that affected PotashCorp (POT)?

    By Adam Jones
  • uploads///Fertilizer Affordability
    Basic Materials

    How the Fertilizer Affordability Index Trended Last Week

    Last week, the Fertilizer Affordability Index was unchanged week-over-week at 0.7x.

    By Adam Jones
  • uploads///ground _
    Basic Materials

    April Update for Fertilizer Stocks: Ratings and Price Targets

    Fertilizer stocks have failed to impress investors in 2018. The VanEck Vectors Agribusiness ETF (MOO) has returned ~1.4% year-to-date.

    By Adam Jones
  • uploads///Next  Month Target and Recommendation for POT
    Company & Industry Overviews

    What Are Analysts’ Recommendations for PotashCorp?

    According to 21 analysts surveyed by Reuters, the median price target for PotashCorp over the next 12 months stood at $17, which is about 6.5% below the current market price.

    By Adam Jones
  • uploads///fruit _
    Basic Materials

    How Fertilizer Prices Moved in Week Ending February 16

    CVR Partners (UAN) emerged as the top gainer among fertilizer stocks with a 6.7% rise last week to close at $3.18 per share.

    By Adam Jones
  • uploads///Chart Title
    Earnings Report

    Analysts’ Ratings for Agrium before Its 3Q16 Results

    Analysts’ ratings So far in this series, we’ve discussed analysts’ estimates for Agrium’s (AGU) 3Q16 sales, margins, and earnings per share. While you can gauge the outlook for the company using these estimates, it’s also helpful to look at analysts’ recommendations and price targets for Agrium over the next 12 months. Ratings and price targets Overall, […]

    By Adam Jones
  • uploads///IPIs Potash Realized Prices
    Company & Industry Overviews

    How Lower Fertilizer Prices Are Hurting Intrepid Potash

    Realized prices for fertilizer companies are the main culprit for the dismal performances among companies in the agricultural fertilizer sector.

    By Adam Jones
  • uploads///CFs Sales and Growth
    Earnings Report

    Why CF Industries’ Sales Rose in 1Q17

    For 1Q17, CF Industries’ (CF) sales rose 3% year-over-year to $1.04 billion from $1.0 billion in 1Q16.

    By Adam Jones
  • uploads///BAYR MON Opposing Themes
    Basic Materials

    Monsanto-Bayer Merger: Analyzing the Opposition

    The merger between Monsanto (MON) and Bayer is worth $66 billion. It’s one of the largest deals in the agribusiness (MOO) industry.

    By Adam Jones
  • uploads///Analysts Ratings and Price Target for CF
    Earnings Report

    Analysts’ Ratings, Price Target for CF Industries before 1Q16 Earnings

    Out of 16 analysts surveyed by Bloomberg, about 50% have “buy” ratings for CF Industries (CF). About 44% have “hold” recommendations, and one has a “sell” rating for the company.

    By Adam Jones
  • uploads///Pet Coke Price Index
    Macroeconomic Analysis

    Weekly Price Update: Coal Price Index Remained Unchanged

    According to the U.S. EIA, for the first time natural gas will be the largest fuel source for energy. Natural gas should pass coal in 2016, which may explain why coal prices are low.

    By Adam Jones
  • uploads///Mosaics Margins
    Earnings Report

    No Surprise: Mosaic’s Margins Contracted

    Overall margins for Mosaic (MOS) contracted significantly year-over-year.

    By Adam Jones
  • uploads///Urea Prices
    Miscellaneous

    Granular Urea Prices Rose for the Week Ending April 7

    Urea prices in the US Gulf NOLA rose 4.8% week-over-week to $197 per short ton. Prices in the Middle East rose 3.1% week-over-week to $200 per metric ton.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Basic Materials

    Fertilizer Affordability Pressure Eased Last Week

    While the Fertilizer Affordability Index was below one, it’s still higher compared to the average levels observed since January 2016.

    By Adam Jones
  • uploads///CF Industries Valuation Multiple versus Peers
    Basic Materials

    How Is CF Industries Valued prior to Its 2Q17 Earnings?

    It’s now time to look at what investors are paying for CF Industries prior to its 2Q17 earnings. Earlier, we learned that CF Industries is expected to report negative earnings per share in 2Q17.

    By Adam Jones
  • uploads///Median Nitrogen Shipment Growth
    Basic Materials

    How Nitrogen Shipments of These Fertilizer Companies Trended

    In 4Q17, the overall nitrogen shipments of the five companies discussed below moved lower year-over-year.

    By Adam Jones
  • uploads///PotashCorp Agrium Merger Timeline
    Basic Materials

    An Update on the PotashCorp-Agrium Merger

    On September 12, 2016, PotashCorp and Agrium announced their intention to combine in a merger of equals. But China and India have set conditions.

    By Adam Jones
  • uploads///Weekly Ammonia Spot Price at Tampa
    Macroeconomic Analysis

    Why Ammonia Prices Will Benefit Phosphate Producers

    The average price of ammonia for the week ending March 11 stood at $310 per metric ton, remaining unchanged from the previous week.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Miscellaneous

    Fertilizers Were Affordable for the Week Ending June 23

    According to the Fertilizer Affordability Index, 2017 has been one of the most affordable years for fertilizers. Mosaic issues the index.

    By Adam Jones
  • uploads///CF Industries Adjusted EPS and Stock Price
    Basic Materials

    CF Industries: A Good Fit for Top 10 Agricultural Chemicals List?

    Over the past ten-year period, CF Industries has risen 186.0% and significantly outperformed the S&P 500 Index’s rise of 69.2% over the same period.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Basic Materials

    Fertilizer Affordability Update for the Week Ending January 26

    Last week, the fertilizer affordability showed some positive momentum week-over-week.

    By Adam Jones
  • uploads///CFs and TNHs YTD Performance versus Benchmarks
    Company & Industry Overviews

    Moody’s and S&P Downgrade CF Industries’ Credit Ratings

    Negative news continues to flow for CF Industries. Just when investors were hoping that it reached the bottom cycle, it was hit by credit rating downgrades.

    By Adam Jones
  • uploads///food _
    Basic Materials

    Analysts’ Ratings for Major Agribusiness Stocks: February Update

    So far this year, some major agribusiness stocks, particularly in the fertilizer sector, have performed poorly.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Miscellaneous

    Analyzing Natural Gas Prices for the Week Ending April 7

    Last week, as reported by the EIA, natural gas prices at Henry Hub rose 1.3% week-over-week to $3.03 per MMBtu (million British thermal units).

    By Adam Jones
  • uploads///MAP Prices in Brazil
    Miscellaneous

    Fertilizers Were More Affordable in Week Ended November 25

    For the week ending November 25, fertilizer affordability fell to 0.65x from 0.66x week-over-week.

    By Adam Jones
  • uploads///Potash Corporations Earnings Growth to Decline
    Earnings Report

    History’s Not on POT’s Side when It Comes to Earnings Growth

    When we look at the past five quarters, we see that PotashCorp has missed all its earnings estimates.

    By Adam Jones
  • uploads///Next  Month Analysts Ratings and PriceTarget for MON
    Earnings Report

    Monsanto’s 12-Month Ratings and Price Targets: Must-Knows

    As of June 24, 2016, Monsanto (MON) was trading at ~$108.9 per share. Let’s look at Wall Street analyst ratings and target prices for the company’s share price over the next 12 months.

    By Adam Jones
  • uploads///CF Industries Sales Growth Estimates for Q and Beyond
    Earnings Report

    CF’s 3Q16 Sales Estimate Shows a Common Trend in the Industry

    CF Industries’ (CF) sales segment includes UAN (urea ammonia nitrate), AN (ammonia nitrate), ammonia, and granular urea.

    By Adam Jones
  • uploads///Agrium versus Benchmark ETFs
    Earnings Report

    What’s in Store for Agrium’s 1Q17 Earnings?

    Agrium (AGU) is set to report its 1Q17 earnings on May 1, 2017, after the market closes.

    By Adam Jones
  • uploads///SMGs Sales Drivers
    Company & Industry Overviews

    Here’s What’s Driving Scotts Miracle-Gro

    There are four drivers that impact Scotts Miracle-Gro’s sales. In 2016, its net sales rose 4.0% YoY (year-over-year). In 2015, they rose 5.8% YoY.

    By Adam Jones
  • uploads///CF Industries Analyst Recommendation and Price Target
    Miscellaneous

    Analysts’ Recommendations and Price Targets for CF Industries

    On March 21, 2017, of the 18 analysts surveyed by Reuters, one had a “strong buy” recommendation on CF Industries, while five had “buy” recommendations on the company for the next 12 months.

    By Adam Jones
  • uploads///Agriums YTD Performance versus Benchmarks
    Earnings Report

    Analysts’ Estimates for Agrium in 3Q16

    Agrium (AGU) is set to announce its 3Q16 earnings on November 3, 2016, before the market opens. It will hold the earnings conference call the same day. Agrium’s performance is generally more stable than peers’.

    By Adam Jones
  • uploads///CF Industries versus Agri Business ETF
    Earnings Report

    CF Industries to Announce Its 4Q16 Earnings: What to Expect

    CF Industries (CF) is set to announce its 4Q16 earnings on February 15, 2017, with estimated earnings per share of -$0.05. In 4Q15, CF Industries reported EPS of $0.76.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Miscellaneous

    Fertilizers Were Less Affordable Last Week

    Last week, fertilizer affordability rose to 0.66x from 0.65x week-over-week. A ratio below one means that fertilizers are more affordable than during the base year.

    By Adam Jones
  • uploads///CFs Profitability
    Basic Materials

    How Was CF’s Profitability in 2Q17?

    During 2Q17, CF Industries’ (CF) overall gross margins fell steeply year-over-year from 46.5% to 15.3%.

    By Adam Jones
  • uploads///CF Industrues Analysts NTM Recommendation and Target
    Miscellaneous

    What Are CF Industries’ Price Targets and Recommendations?

    CF Industries (CF) closed at $27.3 per share on June 9, which was 13.4% lower than its levels at the beginning of this year.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Miscellaneous

    Why the Fertilizer Affordability Index Was Lower Last Week

    The Fertilizer Affordability Index has shown a downward trend since the beginning of the year. Fertilizers have become more affordable in 2017.

    By Adam Jones
  • uploads///PotashCorp Analyst Recommendation and Price Target
    Miscellaneous

    Analysts’ Recommendations and Price Targets for PotashCorp

    Analysts’ recommendations On March 29, 2017, of the 18 analysts surveyed by Reuters, two had “strong buy” recommendations for PotashCorp (POT), while three had “buy” recommendations for the company for the next 12 months. Meanwhile, 11 analysts had “hold” recommendations on the stock, and only two had “sell” recommendations on the stock. Peer comparison Like […]

    By Adam Jones
  • Energy & Utilities

    Why Agrium Inc. suspending capacity addition will affect other producers (Part 1)

    The importance of capacity utilization Capacity utilization measures how much of an industry’s or company’s available production output is being used. It’s based on dividing actual output by potential output. Because an industry or firm will often try to match production to demand, a rising capacity utilization rate means faster growth in demand relative to […]

    By Xun Yao Chen
  • Short term moves in natural gas has limited impact on fertilizer costs
    Basic Materials

    Short term moves in natural gas has limited impact on fertilizer costs

    Natural gas is a major input in the production of nitrogenous fertilizers, such as urea and ammonia. Therefore, when the natural gas price in the United States rises, it is a negative move for producers. Natural gas price rose on the week ending March 15th The Henry Hub Natural Gas Spot Price, a benchmark for […]

    By Xun Yao Chen
  • uploads///Fertilizer Affordability
    Miscellaneous

    Why Were Fertilizers More Affordable Last Week?

    In the week ending March 17, 2017, the Fertilizer Affordability Index fell to 0.61x from 0.63x the previous week—better than last year.

    By Adam Jones
  • uploads///gulle _
    Basic Materials

    More Tariffs on China, Fertilizer Stocks Are in the Red

    China is one of the largest fertilizer consumers in the world. Investors are concerned that retaliatory measures might hurt fertilizer companies.

    By Adam Jones
  • uploads///CF Industries Analysts NTM Recommendation
    Miscellaneous

    Analysts’ Recommendations and Price Target for CF Industries

    On March 13, 2017, five of the 18 analysts covering CF Industries (CF) recommended a “strong buy” to a “buy” for the next 12 months, down from six analysts in February.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Miscellaneous

    How Did the Fertilizer Affordability Index Perform Last Week?

    In the week ending April 7, 2017, fertilizer affordability didn’t change. Notably, the Fertilizer Affordability Index remained flat at 0.60x week-over-week.

    By Adam Jones
  • uploads///fresh peppers _
    Basic Materials

    Fertilizer Prices and Stocks Are on Pause: What’s Going On?

    Last week, which ended September 7, the VanEck Vectors Agribusiness ETF (MOO) fell 1.8%, while the S&P 500 Index fell 1%.

    By Adam Jones
  • uploads///China NPK Export
    Macroeconomic Analysis

    How China’s Fertilizer Export Sector Is Changing

    China is the largest consumer of nitrogen fertilizers, but it produces most of it within its borders. Urea is Chinese farmers’ top choice.

    By Adam Jones
  • uploads///AGUs Next  Month Recommendation and Price Target
    Earnings Report

    How Does the Next 12-Month Price Target for Agrium Look?

    Out of 25 analysts surveyed, about 48% of the analysts have “buy” recommendations for Agrium. About 48% of analysts have issued “hold” recommendations and only 4% have issued “sell” recommendations.

    By Adam Jones
  • uploads///Nitrogen Gross Margins in Q
    Earnings Report

    CF’s Gross Margin Plunges in 3Q16: What about Other Players?

    In 3Q16, CF Industries’ (CF) consolidated nitrogen margins plunged almost 30 basis points from 18% in the corresponding quarter a year ago.

    By Adam Jones
  • Why natural gas price affects nitrogenous fertilizer stocks (Part 1)
    Industrials

    Why natural gas price affects nitrogenous fertilizer stocks (Part 1)

    Natural gas and nitrogenous fertilizers Natural gas is a major raw material input in the production of nitrogenous fertilizers, such as urea and ammonia, ranging from 40% to 70% of cost of goods sold. A higher natural gas price increases the cost of goods sold and compresses margins. This in turn lowers earnings and free […]

    By Xun Yao Chen
  • uploads///Fertilizer Affordability
    Miscellaneous

    Fertilizers Were Affordable for the Week Ending March 24

    In the week ending March 24, the Fertilizer Affordability Index rose slightly to 0.62x from 0.61x the previous week. Last year, the index stood at 0.66x.

    By Adam Jones
  • uploads///Next  Month Analysts Ratings and Price Target for CF
    Company & Industry Overviews

    Analysts’ Recommendations and Ratings for CF Industries

    About 56% of Wall Street analysts still have “buy” recommendations for CF Industries.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Miscellaneous

    Fertilizer Affordability Index for the Week Ending March 31

    In the week ending March 31, 2017, the Fertilizer Affordability Index fell slightly to 0.60x from 0.62x the previous week.

    By Adam Jones
  • uploads///Next  Month Analysts Ratings and Price Target for Mosaic
    Basic Materials

    Mosaic’s Next-12-Month Price Target after Its 2Q16 Results

    Following Mosaic’s 2Q16 earnings release, Wall Street analysts revised their next-12-month price target down to $25.48 from $25.64.

    By Adam Jones
  • uploads///CF Industries Earnings Per Share and Growth
    Earnings Report

    CF Industries Released 1Q17 Results: What Investors Should Know

    CF Industries (CF) reported its 1Q17 earnings on May 3 after the market closed. The company posted adjusted EPS (earnings per share) of $0.05, which missed analysts’ revised estimate.

    By Adam Jones
  • uploads///tractor _
    Basic Materials

    CF Industries Pops on Price Upgrade from RBC

    Today, RBC upgraded CF Industries (CF) from its “underperform” rating to “sector perform.”

    By Adam Jones
  • uploads///Fertilizer Stocks for the Week Ended December
    Basic Materials

    Fertilizer Prices Update: Week Ended December 8

    CVR Partners (UAN) emerged as the top gainer last week, rising 17.4% week-over-week to close at $3.70. CF Industries (CF) followed, rising 4.4% to close at $39.30.

    By Adam Jones
  • uploads///UANs Valuation Multiple
    Earnings Report

    Valuation Multiple Update for CVR Partners after Its 4Q15 Earnings

    After CVR Partners’ 4Q15 earnings release, its valuation fell to 7.5x from 8.8x. As of February 21, it was trading close to the peer median of 7.3x.

    By Adam Jones
  • uploads///agriculture _
    Basic Materials

    Why CVR Partners Missed Analyst Estimates in Second Quarter

    CVR Partners missed both top-line and bottom-line estimates for the second quarter, and the stock fell 4.5% after the earnings release.

    By Adam Jones
  • uploads///Henry Hub Natural Gas Spot Price
    Miscellaneous

    Natural Gas Prices Fell for the Week Ending April 21

    Natural gas prices trended lower week-over-week for the week ending April 24. Summer months are usually less demanding for natural gas.

    By Adam Jones
  • uploads///Fertilizer Affordability
    Miscellaneous

    Fertilizers Were More Affordable Last Week

    When crop prices are high, a farmer will likely earn more income. In a soft crop price environment, a farmer might look to cut down the cost of fertilizers.

    By Adam Jones
  • uploads///CF Industries Analyst Recommendation and Price Target
    Miscellaneous

    Analysts Revise CF Industries’ Price Target

    With the latest available recommendations on April 26, 11 analysts—the majority— had a “hold” recommendation on CF Industries.

    By Adam Jones
  • uploads///Urea Prices
    Company & Industry Overviews

    How Urea Prices Continued to Fall despite Capacity Shutdowns

    Urea prices have fallen YTD (year-to-date) as of June 23, 2017. They’re now trading even lower than the levels they saw in the corresponding week in 2016.

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  • uploads///Fertilizer Affordability
    Basic Materials

    Are Rising Prices Affecting Fertilizer Affordability?

    Recently, the Fertilizer Affordability Index has seen an upward trend.

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