Potash Corp of Saskatchewan Inc
Latest Potash Corp of Saskatchewan Inc News and Updates
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.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.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.Miscellaneous Potash Prices Showed Weakness for the Week Ending April 21
Last week, potash prices continued to show weakness week-over-week. Prices were broadly flat to positive for the week ending April 21.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.Materials Why India’s potash price discount won’t affect share prices
The significance of potash price Wholesale potash price is one of two factors (the other being sales volume) that influence potash producers’ revenues. When prices rise, so does revenue, which will translate to higher profitability (margins), earnings, and share prices. However, when prices fall, they will have a negative impact on fundamentals and share prices. […]Materials Key trends Intrepid Potash investors should watch for in 2014
After a year of declining sales and increasing costs, management seems much more optimistic regarding potash as well as Langbeinite.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%.Materials How Sensitive Is PotashCorp’s Dividend to Potash Prices?
In the last 12 months, PotashCorp (POT) has earned about 36% of its total sales from its Potash segment.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.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.Materials Why is the end use of potash internationally diversified?
As crops widely trade in the international market, they often converge with each other if transportation costs aren’t so high.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.Materials PotashCorp’s Price Target before It Reports Its 2Q16 Earnings
Since the beginning of 2016, analysts have revised their next-12-month price target for PotashCorp downward. The consensus price target now stands at $15.70.Materials DAP Prices See a Mixed Week for the Week Ending August 19
Average DAP prices in China were flat at 2,669 Chinese yuan per metric ton last week. DAP prices in Morocco remained unchanged at $340 per metric ton.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.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.Earnings Report How Potash Shipments Performed in 1Q16
Mosaic (MOS) and PotashCorp (POT) were hit the hardest, with their respective shipments declining by 24% each to 1.5 million tons and 1.7 million tons year-over-year.Materials What 2017 Meant for Potash Producers
Potash fertilizers Most of the fertilizer companies we’ve discussed in this series sell all or some of the three NPK (nitrogen, phosphorous, and potassium) macronutrients. To learn more about these macronutrients’ key role in agriculture, read Agricultural Fertilizer Industry: Your Comprehensive Overview. In this part, we’ll look at what 2017 meant for potash producers. Price trends […]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.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.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.Miscellaneous How Do Recent Potash Prices Compare with Their 15-Year Average?
The average weekly price of MOP (muriate of potash) in Vancouver remained unchanged for the week ended May 20, 2016.Company & Industry Overviews Potash on the Barrel: Prices for Five Major Producers
On average, potash prices for these five producers fell ~33% YoY in 4Q16. Excess supply and weak demand added downward pressure.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.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.Materials Analyzing the MAP Prices in Brazil Last Week
The MAP (monoammonium phosphate) prices in Brazil saw positive momentum last week. Brazil is still a favorable market for fertilizer producers.Materials Monsanto: Earnings Estimates and Target Price
As of December 25, 2017, Monsanto stock was covered by 18 analysts according to Reuters. The current consensus rating on the stock stood at 2.56.Materials No Hope for MAP Prices in Brazil: Week Ending August 18
Last week, MAP (monoammonium phosphate) prices continued to fall and brought more pain for phosphate producers (NANR).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.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.Macroeconomic Analysis How Did Potash Prices Change throughout the World Last Week?
The average weekly price of MOP (muriate of potash) at Vancouver has been flat since the beginning of March.Miscellaneous Fertilizer Affordability Fell for the Week Ending April 28
For the week ending April 28, the Fertilizer Affordability Index fell slightly to 0.58x—compared to 0.59x the previous week.Miscellaneous Key Players’ Phosphate Segment Margins in 1Q17
Mosaic (MOS) continued to enjoy higher margins at 7%—compared to Agrium’s (AGU) margins at 5%. Mosaic’s margins were flat year-over-year.Company & Industry Overviews Why Phosphate Matters: Margins Among the Biggest Producers
The median gross margin for these companies’ phosphate segments was 14%, as a percentage of segment sales in 4Q15.Miscellaneous How Subdued Potash Prices Have Extended to Potash Players
The weekly average price for potash in Vancouver remained flat in the week ended June 24, 2016. Prices are below their 15-year average of $290 per metric ton.Materials 2 key things that set the floor and ceiling for urea prices
Without an understanding of factors that affect crop prices, it would be difficult to formulate a view on future crop prices and demand for nitrogenous fertilizers.Materials A MAP Price Update for the Week Ended October 27
MAP (monoammonium phosphate) prices hit a low of $343 per metric ton in August but have been on an upward momentum since then.Miscellaneous Scotts Miracle-Gro: Analyst Recommendations and Target Prices
Analyst recommendations for Scotts Miracle-Gro (SMG) have trended with earnings estimates, with more analysts recommending a “buy” for the stock.Materials A Price Update on MAP Fertilizers in Brazil
Last week, the MAP prices in Brazil rose as much as 5.6% week-over-week to $394 per metric ton from $373 per metric ton a week ago.Company & Industry Overviews Who Are the Biggest Players in the Fertilizer Industry?
There’s a handful of big players in the agricultural fertilizer industry. Setting up business requires huge capital, which makes for a high barrier to entry.Company & Industry Overviews Will Potash Prices Continue to Fall in 2016?
Potash prices over the past few years have been considerably lower than what we saw during their peaks of ~$482 in 2011 and ~$870 in 2009.Materials Corn, Soybean, and Wheat Prices Fall in August, but Why?
On August 13, the crop index stood at 89.9. It rose by 1% following the USDA’s latest stock-to-use ratio, which was published on August 12.Macroeconomic Analysis How Valuation Multiples Have Changed for Fertilizer Companies
Mosaic (MOS), which has historically traded at a high valuation multiple of 9.2x, is currently trading at an enterprise value to next 12-month EBITDA ratio of 5.7x.Materials Potash Prices for the Week Ended September 23
Potash prices in the Corn Belt region of the United States appear to still be reversing their downward movement.Earnings Report What Analysts Recommend for Intrepid Potash ahead of 3Q16 Earnings
Intrepid Potash (IPI) is nearing $1 per share, which means that only a few analysts are covering the stock.Materials Fertilizer Affordability Index Update for October 6
The Fertilizer Affordability Index kept trending lower last week, continuing its two-week streak.Company & Industry Overviews What 2017 Could Hold for Potash Producers
Potash stocks struggled for most of 2016. In 1H16, potash demand was negatively affected due to delays in potash contract settlements in China and India.Materials Urea Prices Continued to Rise in the Week Ending October 13
On average, granular urea prices were flat to positive week-over-week. In NOLA (New Orleans), granular urea prices rose as much as 3.5% week-over-week.Materials An Update on the Monsanto-Bayer Proposed Merger
Bayer recently filed for an extension with European Union regulators, which pushed back the merger with Monsanto to early 2018.