Global X Fertilizers/Potash ETF

Most Recent

  • uploads///AdobeStock_
    Basic Materials

    Sales Drivers and What to Expect for Fertilizer Companies

    The world has a problem that’s actually good for the fertilizer industry. This is the world’s population, which is ever-growing, as is food consumption.

    By Adam Jones
  • uploads///Scotts Miracle Gro Adjusted EPS and Stock Price
    Basic Materials

    Top 10 Agricultural Chemicals Stocks Include Scotts Miracle-Gro

    Over the past ten-year period, Scotts Miracle-Gro has risen 193.0% and significantly outperformed the S&P 500 Index’s rise of 69.2% over the same period.

    By Adam Jones
  • uploads///Part
    Basic Materials

    What’s Compass Minerals Doing to Gain a Cost Advantage?

    Led by its superior assets, location, and geological advantages, Compass Minerals holds a competitive position with a wide economic moat rating.

    By VanEck
  • uploads///SMGs Sales by Segments in Q
    Basic Materials

    Analyzing Scotts-Miracle Gro’s Sales

    During 3Q17, Scotts Miracle-Gro’s overall sales rose 8% YoY (year-over-year) to $1.08 billion from $994 million in 3Q16.

    By Adam Jones
  • uploads///Phosphate Average Selling Price Trend
    Miscellaneous

    Comparing Phosphate Prices for Key Players in North America

    Ammonium phosphates are the most widely used phosphate fertilizers in the world. DAP is the most used among phosphate fertilizers.

    By Adam Jones
  • uploads///Nitrogen Gross Margins in Q
    Miscellaneous

    Comparing Fertilizer Companies’ 1Q17 Nitrogen Gross Margins

    Terra Nitrogen (TNH) emerged on top with a gross margin of 39%. However, the company’s gross margins were slightly lower from 40% YoY (year-over-year).

    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///DAP Prices
    Miscellaneous

    Phosphate-DAP Prices Continue to Be Bad News for Mosaic

    Overall, DAP prices at four locations fell 86 basis points week-over-week. Prices at the US Gulf NOLA fell 128 basis points week-over-week to $279 per metric ton.

    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///Agriums Sales
    Earnings Report

    What Boosted Agrium’s Sales in 1Q17?

    In 1Q17 alone, the retail segment contributed more than 80% to Agrium’s overall sales.

    By Adam Jones
  • uploads///DAP Prices
    Miscellaneous

    Why Did Phosphate Prices Trend Lower Last Week?

    DAP prices at the Central Florida location fell as much as 1.5% week-over-week to $299 per metric ton from $304 per metric ton.

    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///PotashCorps Nitrogen Shipments
    Earnings Report

    How PotashCorp’s Nitrogen Shipments Performed in 1Q17

    PotashCorp’s Nitrogen segment sales fell ~11% YoY to $365 million, as compared to $412 million in 1Q16.

    By Adam Jones
  • uploads///Potash Corporations Sales in Q
    Earnings Report

    What Lifted PotashCorp’s 1Q17 Earnings in 1Q17?

    In 1Q17, PotashCorp’s sales fell ~8% YoY to $1.1 billion, as compared to $1.2 billion in 1Q16.

    By Adam Jones
  • uploads///Mosaic Next  Month Gross Income and Margin Estimates
    Earnings Report

    Inside Mosaic’s Margins for 1Q17 and Fiscal 2017

    For 1Q17, analysts estimate that Mosaic (MOS) will report gross income of $181 million—down from $237 million in 1Q16.

    By Adam Jones
  • uploads///DAP Prices
    Miscellaneous

    DAP Prices: Why Last Week Was Broadly Negative

    For the week ending April 21, DAP prices were mostly negative. Overall, prices fell by as much as 52 basis points week-over-week.

    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///Agriums Gross Income and Margin Estimates
    Earnings Report

    What Analysts Estimate for Agrium’s Gross Margins in 2017

    Agrium’s (AGU) gross margins in 2016 stood at 24.8%, a 26.3% fall from 2015.

    By Adam Jones
  • uploads///PotashCorp Valuation Multiple versus Peers
    Earnings Report

    How PotashCorp’s Valuation Multiple Compares with Peers

    PotashCorp’s (POT) EV-to-EBITDA (enterprise value to earnings before interest, tax, depreciation, and amortization) multiple has trended higher in 2016.

    By Adam Jones
  • uploads///PotashCorp Next  Month Revenue Estimates
    Earnings Report

    What Analyst Estimates for PotashCorp Sales Suggest

    PotashCorp’s (POT) sales are distributed equally among its three product segments: Nitrogen, Phosphorous, and Potassium.

    By Adam Jones
  • uploads///DAP Prices
    Miscellaneous

    Analyzing DAP Prices for the Week Ending April 14

    Morocco saw its DAP prices fall by as much as 79 basis points to $379 per metric ton from $382 per metric ton week-over-week.

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

    Analysts’ April Recommendations and Targets for Intrepid Potash

    Intrepid Potash (IPI) has by far been the worst performer among potash fertilizer producers such as PotashCorp (POT), Agrium (AGU), and The Mosaic Company (MOS).

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

    Analysts’ April 2017 Recommendations and Targets for Agrium

    Earlier in this series, we discussed analysts’ recommendations and price targets for PotashCorp. In this article, we’ll discuss the same for Agrium (AGU), which is close to merging with PotashCorp.

    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///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///Potashs Demand
    Macroeconomic Analysis

    Suffering Potash? Where It’s Headed in 2017

    For 2017, Mosaic (MOS) forecasts that global potash demand to be in the range of 61 million–63 million metric tons. This level would be higher than in 2016.

    By Adam Jones
  • uploads///Monsantos Gross Margins by Segments
    Earnings Report

    Behind Monsanto’s Margin Growth in Fiscal 2Q17

    In fiscal 2Q17, Monsanto’s (MON) overall company margin, from both segments combined, grew from 57.33% to 58.18% YoY (year-over-year).

    By Adam Jones
  • uploads///Urea Prices
    Miscellaneous

    Why Did Urea Prices Fall Last Week?

    Lately, Urea prices have been under pressure due to excess capacity. Prices continued to show signs of ongoing weakness last week.

    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
  • uploads///PotashCorp ROA and ROE Comparison with Peers
    Company & Industry Overviews

    Comparing PotashCorp’s Returns

    PotashCorp returns So far in this series, we’ve compared PotashCorp’s (POT) performance with peers’. We’ve also learned that the agricultural fertilizer industry has been at the bottom of its business cycle. Investors’ returns have taken a hit, and so has confidence in the uptick of the industry. Let’s discuss these returns in more detail. Returns […]

    By Adam Jones
  • uploads///Earnings Per Share and Growth
    Company & Industry Overviews

    Could PotashCorp’s Earnings Turn the Corner in 2017?

    Earnings So far in this series, we’ve discussed how PotashCorp’s (POT) sales have fallen, and its margins have narrowed over the past five years. This descent had a direct impact on the company’s bottom line, with fiscal 2016’s being hit the worst. The decline In 2016, PotashCorp reported EPS (earnings per share) of $0.51 earnings […]

    By Adam Jones
  • uploads///PotashCorp Net Sales and Growth by Products
    Company & Industry Overviews

    2017 Sales Outlook for PotashCorp and Peers

    Sales breakup PotashCorp’s (POT) sales are distributed equally among its three product segments—Nitrogen, Phosphorous, and Potassium. PotashCorp’s overall sales have been following a downward trend, and all three product segments have contributed to this decline. Sales decline In 2016, PotashCorp’s overall net sales fell significantly, by 32% YoY (year-over-year) to $3.9 billion. On average, the […]

    By Adam Jones
  • uploads///MONs Analysts Recommendation and Target Price Revision
    Miscellaneous

    Analysts’ Recommendations and Price Targets for Monsanto

    Analysts’ consensus price target for Monsanto is $122.70 per share over the next 12 months.

    By Adam Jones
  • uploads///Chart Title
    Miscellaneous

    Are President Trump’s Tax Cut Ambitions in Trouble?

    The US is among the few countries with a corporate tax rate higher than 35%. President Trump promised to lower overall tax rates for corporates to 15%.

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

    Intrepid Potash’s Next-12-Month Recommendations and Price Targets

    Of the four analysts surveyed by Reuters on March 23, 2017, none had “strong buy” or “buy” recommendations on Intrepid Potash (IPI) for the next 12 months.

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

    What Are Investors Paying for Intrepid Potash?

    Intrepid Potash (IPI) has a volatile history. The stock closed at $1.65 on March 23, 2017, a 20.7% fall YTD (year-to-date).

    By Adam Jones
  • uploads///IPIs Sales Contribution by Product
    Company & Industry Overviews

    Why Intrepid Potash Shifted Its Product Focus

    Potash’s market (SOIL) includes big fish such as PotashCorp (POT), The Mosaic Company (MOS), and Agrium (AGU), along with international players.

    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///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///Henry Hub Natural Gas Spot Price
    Miscellaneous

    Nitrogen Fertilizers: Natural Gas Prices Rose Last Week

    Last week, average weekly natural gas prices at Henry Hub rose by an average of 9% to $2.75 per MMBtu—compared to $2.52 per MMBtu the previous week.

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

    Intrepid Potash Has No Analyst ‘Buy’ Recommendations

    On March 13, 2017, none of the five analysts covering Intrepid Potash (IPI) gave the stock a “buy” recommendation over the next 12 months.

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

    PotashCorp’s Price Target Rose Slightly in March 2017

    On March 14, 2017, five of the 19 analysts covering PotashCorp (POT) recommended either a “strong buy” or a “buy” for the stock. In February, six analysts made this recommendation.

    By Adam Jones
  • uploads///DAP Prices
    Miscellaneous

    How Phosphate Prices Moved for the Week Ended March 10

    The week ended March 10, 2017, was mostly flat to positive for DAP. Phosphorus fertilizers (SOIL) are becoming more important as the awareness of balanced NPK fertilizer application grows.

    By Adam Jones
  • uploads///Scotts Miracle Gro Analysts NTM Recommendation
    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.

    By Adam Jones
  • uploads///Chart Title
    Company & Industry Overviews

    How Scotts Miracle-Gro Is Embracing Cannabis

    When the use of cannabis was made legal in Colorado in 2012, it opened a window of opportunity for businesses such as Scotts Miracle-Gro.

    By Adam Jones
  • uploads///Median Sales Growth of Eight Major Fertilizer Players
    Company & Industry Overviews

    Fertilizer Sells: 8 Companies’ Sales in 4Q16

    Median fertilizer sales fell 10% YoY in 4Q16, but this was still a significant improvement from the 18% fall in sales in 1Q16.

    By Adam Jones
  • uploads///Potash Prices
    Miscellaneous

    Potash Prices Rose during the Week Ending March 3

    For the week ending March 3, 2017, potash prices were flat to positive. In the US Corn Belt, average weekly granular potash prices rose 3.2%.

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

    Nitrogen Fertilizer Input: Natural Gas Prices Fell Last Week

    Based on EIA data last week, average weekly natural gas prices at Henry Hub fell 9% to $2.62 per MMBtu—compared to $2.87 per MMBtu the previous week.

    By Adam Jones
  • uploads///Global Potash Shipment Estimates
    Company & Industry Overviews

    Demand and Supply Outlook for Potash in 2017

    According to PotashCorp, the outlook for potash appears positive in 2017. North America, Latin America (especially Brazil), India, and China have been running low on inventory.

    By Adam Jones
  • uploads///Urea Prices
    Miscellaneous

    Urea Prices Reversed in the Week Ended February 24

    Urea is the most globally used nitrogen fertilizer.

    By Adam Jones
  • uploads///Intrepid Potash Next  Month Free Cash Flow Estimates
    Earnings Report

    Analyst Estimates for IPI’s Free Cash Flow Growth in Next 4 Quarters

    For 4Q16, Wall Street analysts expect Intrepid Potash (IPI) to report flat free cash flow, which would be better than the company’s -$29 million in free cash flow in 4Q15.

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

    Intrepid Potash’s Earnings Slated to Improve in the Next 4 Quarters

    Over the past four quarters, Intrepid Potash has reported a loss of $0.88 per share, down from its EPS of $0.03.

    By Adam Jones
  • uploads///Monsanto Analysts NTM Recommendation
    Miscellaneous

    Monsanto: Analyst Recommendations, Price Target for February

    On January 5, 2017, Monsanto (MON) announced its fiscal 1Q17 earnings. EPS was $0.21 per share, which was better than analysts’ estimate of flat earnings.

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

    PotashCorp: Analyst Recommendations, Price Target for February

    PotashCorp reported diluted EPS (earnings per share) of $0.07 for 4Q16, which missed analysts’ estimate of $0.09 per share.

    By Adam Jones
  • uploads///Gross Margin Per Product Ton
    Earnings Report

    What Were CF’s Gross Margins for Its Products in 4Q16?

    Overall, CF Industries’ gross margins per product ton for each segment suffered significantly during 4Q16.

    By Adam Jones
  • uploads///Analysts Recommendation for CF Industries
    Earnings Report

    How Do Analysts View CF Industries?

    On February 10, 2017, six analysts recommended either a “strong buy” or a “buy” for CF Industries (CF) stock.

    By Adam Jones
  • uploads///CF Industries Next  Month Revenue Estimates
    Earnings Report

    Analysts Estimate CF Industries’s Revenues Could Fall in 4Q16

    With respect to CF Industries’s (CF) upcoming 4Q16 earnings, Wall Street analysts expect the company to report total sales of $908 million from all segments.

    By Adam Jones
  • uploads///DAP Diammonium Phosphate Realized Prices
    Earnings Report

    Why Sales for Mosaic’s Phosphate Segment Fell 13%

    Mosaic’s realized DAP prices fell significantly in 4Q16, as much as 22.7% YoY to $317 per metric ton.

    By Adam Jones
  • 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///Mosaic Next  Month Gross Income and Margin Estimates
    Earnings Report

    What Do Analysts Expect for Mosaic’s 4Q16 Gross Margin?

    Wall Street analysts estimate that Mosaic (MOS) could report gross income of $209 million, which represents a 41% year-over-year fall from $355 million in 4Q15.

    By Adam Jones
  • uploads///SMGs Sales by Segments in Q
    Earnings Report

    Why Scotts Miracle-Gro’s Sales Rose 27% in 1Q17

    Scotts Miracle-Gro (SMG) primarily sells its products in North American and European Union markets.

    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///SMG Valuation Multiple versus Peers
    Earnings Report

    What Investors Are Paying for Scotts Miracle-Gro

    On January 25, Scotts Miracle-Gro was trading at a forward price-to-earnings multiple of 22.5x.

    By Adam Jones
  • uploads///SMGs Next  Month Revenue Estimates
    Earnings Report

    What Analysts Expect for SMG’s 1Q17 Revenue

    For 1Q17, Wall Street analysts expect Scotts Miracle-Gro to report $233 million in revenue, which would be a 5.3% decline compared to $246 million in 1Q16.

    By Adam Jones
  • uploads///Monsanto Analysts NTM Recommendation
    Miscellaneous

    Monsanto: Analyst Recommendations and Price Target

    Of the 18 Wall Street analysts covering Monsanto, three of them have given the stock a “strong buy,” and eight have given it a “buy” for the next 12 months.

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

    Mosaic: Analyst Recommendations and Price Target

    As of January 23, 2017, three of the 20 analysts covering Mosaic (MOS) have given it a “strong buy” to a “buy” recommendation for the next 12 months.

    By Adam Jones
  • uploads///DAP Prices
    Miscellaneous

    Phosphate Fertilizers Saw Positive Gains Last Week

    For the week ending January 20, 2017, diammonium phosphate price movements were mostly positive. They rose 1.9% compared to the previous week.

    By Adam Jones
  • uploads///Corn Prices
    Miscellaneous

    Why Corn Prices Moved Higher in January

    Global corn prices are significantly lower than they’ve been for the past four years, considering the high global corn stock-to-use ratio last year.

    By Adam Jones
  • uploads///Analysts Recommendation for PotashCorp
    Miscellaneous

    What Analysts Recommend for PotashCorp

    As of January 18, 2017, six analysts have recommended either a “strong buy” or a “buy” for PotashCorp (POT) stock, although the majority still recommend a “hold.”

    By Adam Jones
  • uploads///PotashCorp Next  Month Free Cash Flow Estimates
    Earnings Report

    PotashCorp’s Cash Flows: Could They Grow in 2017?

    For 4Q16, Wall Street analysts are expecting PotashCorp to report $300.0 million in free cash flow, which is a rise of 44.0% year-over-year.

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

    Analyst Estimates for PotashCorp’s 4Q16 Earnings per Share

    Over the past 16 quarters, or four years, PotashCorp’s (POT) EPS has fallen an average of 25.0% year-over-year.

    By Adam Jones
  • uploads///Potash Prices
    Miscellaneous

    Potash Prices Showed Little Movement Last Week

    For the week ended January 13, 2017, potash prices were largely flat to positive. In the US Corn Belt, average potash prices were $224.90 per metric ton.

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

    Potash Fertilizer Cost Drivers and Production Flow

    Potash salts are the key cost of production for potash, so most producers have an integrated production.

    By Adam Jones
  • uploads///Fertilizer Players
    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.

    By Adam Jones
  • uploads///Types of Fertilizers
    Company & Industry Overviews

    Breaking Down Types of Key Fertilizers Used Today

    There’s a constant need to bring up the fertility levels necessary to grow crops, and that need is fulfilled by fertilizers.

    By Adam Jones
  • uploads///Food Consumption Per Capita
    Company & Industry Overviews

    What’s Driving Food Consumption?

    Most of the increase in food requirement will take place in developing countries because the standard of living is expected to improve in those countries.

    By Adam Jones
  • uploads///Potash Prices
    Miscellaneous

    Potash Prices Remain Muted for the Week Ending January 6

    Average weekly prices in Brazil were flat at $237 per metric ton. Standard MOP prices in Southeast Asia also fell by 41 basis points to $243 per metric ton.

    By Adam Jones
  • uploads///Monsantos Cost Structure
    Company & Industry Overviews

    Digging into Monsanto’s Cost of Doing Business

    Monsanto’s intellectual property on different crops and traits gives it the ability to charge a premium. Let’s have a look at Monsanto’s cost structure.

    By Adam Jones
  • uploads///Monsantos Sales by Segment
    Company & Industry Overviews

    This Segment Has Become Important for Monsanto in the Last Decade

    Monsanto (MON) conducts its global sales through two broad segments known as the Seeds & Genomics and Agricultural Productivity segments.

    By Adam Jones
  • uploads///Monsantos Sales and Growth
    Company & Industry Overviews

    How Monsanto’s Sales Have Trended over the Past Decade

    Since Monsanto’s (MON) beginnings in 1901, the company has evolved, undergoing technological innovations in the agricultural seed and traits business.

    By Adam Jones
  • uploads///SMGs versus Industry Returns
    Company & Industry Overviews

    Comparing Scotts Miracle-Gro’s Returns

    Returns Investors delay today’s consumption and invest so that they can have more tomorrow. While there are many investment vehicles to help achieve that purpose, investors are attracted to equities or stocks for the possibility of getting better returns. Within equity, the goal is to find the companies that can yield higher returns. In this […]

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

    Scotts Miracle-Gro’s Sales Focus on Two Regions

    SMG’s sales The majority of The Scotts Miracle-Gro Company’s (SMG) sales come from the US market. The company’s Scotts, Miracle-Gro, and Ortho brands command more than half of the market share in the United States. The company also claims that the brand awareness level of these three brands stands at over 80%. Let’s look at […]

    By Adam Jones
  • uploads///Chart Title
    Company & Industry Overviews

    Scotts Miracle-Gro’s Century-Old History

    The history The Scotts Miracle-Gro Company (SMG) dates back to 1868. Conceived by Orlando McLean Scott, it aimed to give farmers weed-free and clean fields. In 1907, Scott’s son, Dwight, saw an opportunity in lawns playing a role in the American lifestyle. Therefore, the company started selling grass seeds, which replaced lower quality grass starters […]

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

    Fertilizer Input: Natural Gas Rose for the Week Ended December 23

    For the week ended December 23, 2016, average weekly natural gas prices at Henry Hub rose 1.0% to $3.52 per MMBtu compared to $3.45 the previous week.

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

    AltaCorp Has Downgraded Agrium, but What’s the Consensus?

    In this final part of the series, we’ll discuss analysts’ recommendations for Agrium and their price targets for Agrium and its peers over the next 12 months.

    By Adam Jones
  • uploads///Agriums Next Four Quarters Gross Margin Estimates
    Company & Industry Overviews

    Do Analysts Expect Agrium’s Costs to Rise?

    Gross margins for agricultural fertilizer companies such as Agrium, PotashCorp, Intrepid Potash, and Israel Chemicals have been under pressure recently.

    By Adam Jones
  • uploads///Chart Title
    Company & Industry Overviews

    What Do Analysts Recommend for Fertilizer Stocks?

    PotashCorp (POT) and Agrium (AGU), which are both awaiting mergers, have a “hold” recommendation with a price target of $17 and $96.8 per share, respectively, over the next 12 months.

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

    Natural Gas Prices Rose Last Week: Peril for Nitrogen Fertilizers?

    For the week ending December 9, average weekly natural gas prices at Henry Hub rose 6.7% to $3.7 per MMBtu—compared to $3.4 per MMBtu the previous week.

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

    12-Month Analyst Recommendations and Price Targets for Monsanto

    Of the 19 analysts surveyed by Reuters, 11 of them have given Monsanto “strong buy” to “buy” recommendations. Seven have given it “hold” recommendations.

    By Adam Jones
  • uploads///Monsantos Next Four Quarters Revenue Estimates
    Company & Industry Overviews

    How Much Is Monsanto’s Revenue Expected to Rise in 2017?

    For fiscal 2017, the Wall Street consensus estimate for Monsanto’s total sales is $13.9 billion. That would translate to a rise of 2.9% year-over-year.

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

    SMG’s 12-Month Price Target and Analysts’ Recommendations

    Of the ten analysts surveyed by Reuters, five have “strong buy” to “buy” recommendations, four have “hold” recommendations, and one has a “sell” recommendation on SMG.

    By Adam Jones
  • uploads///SMG Earnings versus Analysts Estimate
    Earnings Report

    Volatility Impacted Scotts Miracle-Gro in 4Q16

    Scotts Miracle-Gro (SMG), a consumer lawn and garden products company, reported its fourth quarter and fiscal earnings last week.

    By Adam Jones
  • uploads///ENergy Transfer Stock
    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///natural gas prices
    Basic Materials

    Low US natural gas price should continue to benefit domestic fertilizer producers

    Natural gas is a major input in the production of nitrogenous fertilizers, such as urea and ammonia. According to Terra Nitrogen Company L.P.…

    By Xun Yao Chen
  • uploads///etienne girardet _FpYZlt Y unsplash
    Basic Materials

    Analysts’ demand estimates favor potash over other fertilizers

    When looking at an industry, one of the first things investors can look at is demand growth. Just like an eight percent increase in gross domestic product…

    By Xun Yao Chen
  • uploads///etienne girardet _FpYZlt Y unsplash
    Basic Materials

    US phosphate inventory hitting previous highs

    The phosphate industry is quite oligopolistic, meaning a handful of firms control most of the supply, with 5 major companies producing 75% of the world’s supply.

    By Xun Yao Chen
  • uploads///waldemar brandt nCQXxsSgoo unsplash
    Basic Materials

    Corn price hits record in 2012, favorable for fertilizers

    Corn prices often drive fertilizer prices. Among the three major crops, corn, soybean and wheat, corn requires more nitrogen based fertilizers.

    By Xun Yao Chen
  • uploads///AdobeStock_
    Basic Materials

    Brent crude oil moves nitrogenous fertilizer prices

    Brent crude oil price is a leading indicator for nitrogenous fertilizer revenues. When the price of Brent oil rises, it’s generally followed by a rise in ammonia prices.

    By Xun Yao Chen
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