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CF Industries Holdings, Inc. (CF)

NYSE - NYSE Delayed Price. Currency in USD
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47.25-0.38 (-0.80%)
At close: 4:02PM EDT
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  • g
    gary
    Blow out earnings Aug. 9. Ammonia prices have doubled over 2020.
    Bullish
  • L
    Looking Good
    CF stock price seems very attractive at these levels. Some forecast of a weaker second half due to slowing global economy. However, people got to eat, What else do you guys like out there? Bought some MOS on the pullback the other day.

    https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/07/21/potash-hits-highest-price-8-years
    Potash and DAP continue to lead the retail fertilizer prices higher, with potash prices gaining 10% and DAP 5% from last month.
    Potash and DAP continue to lead the retail fertilizer prices higher, with potash prices gaining 10% and DAP 5% from last month.
    www.dtnpf.com
  • g
    gary
    China is buying the US corn crop. Price up 6% today on drop in expected ending inventory
    Bullish
  • F
    Foster
    I am guessing that these high Nat Gas prices are hurting CF stock price. How much it is actually hurting the company is another question? I assume that they are hedged on the buying side of Nat Gas like Gas producers are hedged on the selling side. Regretfully, I own a few Nat Gas stocks and they are all down today too. Apparently there are no winners with high Nat Gas? YARIY is weak too.
  • R
    RICHARD
    CF just announced they are seeking action against Russia and Trinidad for unfairly dumping UAN fertilizer product into the US. they are looking for the US gov't to apply tariffs similar to those recently allowed against Morocco for dumping phosphate type fertilizers
  • W
    WAYNE
    Fert prices remain on the uptrend despite all the noise.
    Margins as Gary said will be far superior to European competition and should surprise to the upside on the August call
  • r
    robertl
    Anyone know the problem with CF? Big drop in price on high volume. I don't see any news.
  • g
    gary
    MOS numbers were great today. CF is headed to the stars
    Bullish
  • g
    gary
    Merrill raises price objective to $68
    Bullish
  • L
    Leonard
    I added some more shares this morning and was delighted when it started moving up this afternoon. My main attraction to this stock is the concept of using hydrogen as a long-distance fule. The big disadvantage of using hydrogen is that the storage and transport of hydrogen is expensive. However, using ammonia as an intermediate stage reduces the costs. This company is well-positioned to dominate this market.
  • E
    Ethan
    this stock is as undervalued as xxxx. Maybe should push to reddit to get some proper value.
  • W
    WAYNE
    Anyone buy Augu$t calls on Friday like me?
    Lemmings sold
    Investors bought
  • Y
    Yahoo Finance Insights
    CF Industries is up 4.96% to 54.00
  • g
    gary
    Time to double the dividend
  • g
    gary
    Corn is up another 2% today. headed to $8
    Bullish
  • W
    WAYNE
    Selloff was a joke in CF's case
    Prices go up every week and they will make a killing regardless of management

    DRY
    Date Range DAP MAP POTASH UREA
    Jun 8-12 2020 406 430 363 367
    Jul 6-10 2020 405 427 360 360
    Aug 3-7 2020 416 430 357 354
    Aug 31-Sep 4 2020 431 442 348 361
    Sep 28-Oct 2 2020 439 459 338 362
    Oct 26-30 2020 448 477 332 358
    Nov 23-27 2020 456 495 337 359
    Dec 21-25 2020 474 535 365 363
    Jan 18-22 2021 493 563 379 387
    Feb 15-19 2021 600 648 404 457
    Mar 15-19 2021 616 693 424 496
    Apr 12-16 2021 624 702 432 509
    May 10-14 2021 631 702 437 515
    Jun 7-11 2021 656 717 450 527
    Liquid
    Date Range 10-34-0 ANHYD UAN28 UAN32
    Jun 8-12 2020 468 472 235 276
    Jul 6-10 2020 467 461 233 272
    Aug 3-7 2020 465 455 222 262
    Aug 31-Sep 4 2020 459 436 216 254
    Sep 28-Oct 2 2020 457 424 212 250
    Oct 26-30 2020 456 423 209 249
    Nov 23-27 2020 457 424 210 249
    Dec 21-25 2020 463 461 210 250
    Jan 18-22 2021 481 482 215 251
    Feb 15-19 2021 522 530 245 288
    Mar 15-19 2021 596 671 331 373
    Apr 12-16 2021 609 700 345 387
    May 10-14 2021 620 713 361 406
    Jun 7-11 2021 620 718 363 414
  • g
    gary
    $70 on Aug. 9 earnings
    Bullish
  • M
    Mitchell
    Anybody reading the thread over on Seeking Alpha for UAN stock? One of the best threads for info out there.
  • L
    Looking Good
    CF reports soon and I think it is worth reading through the Yara conference transcript which is CF's closest competitor. @gary I would not read too much into FMC's announcements as I don't recall them being cited as a close comp. Correct me if this is wrong.

    Yara management said they feel we are now in a demand driven market versus a supply drive market due to rising prices which is positive. They were questioned about rising fuel costs and maintaining a margin, which they said yes. CF presented last quarter a EBITDA sensitivity to natural gas and urea. Everything has been moving up so CF should have a positive outlook.

    Also, on the Yara call there were lots of questions surround blue ammonia. It sounds like a lot of investment is going on in this direction. Yara stock price has been moving up the past few days.

    Here's the link to the Yara transcript.

    https://seekingalpha.com/article/4404645-yara-international-asa-yariy-ceo-svein-tore-holsether-on-q4-2020-results-earnings-call
    Yara International ASA (OTCPK:YARIY) Q4 2020 Earnings Conference Call February 09, 2021 07:00 AM ET Company Participants Thor Giæver - Head of Investor Relations Svein Tore Holsether -...
    Yara International ASA (OTCPK:YARIY) Q4 2020 Earnings Conference Call February 09, 2021 07:00 AM ET Company Participants Thor Giæver - Head of Investor Relations Svein Tore Holsether -...
    seekingalpha.com
  • L
    Looking Good
    CF reported and continued to generate excellent numbers. Their margins were good and their ability to generate significant free cash flow in this environment is evidence why this company is well managed and worth owning as an investor. The future outlook looks positive with corn planting looking decent. India demand up. Compared to their peers they are low cost, efficient producers by looking at their ppt slides (which btw are very detailed compared to many companies). I do wish they had purchased back some stock when it fell into the mid 20's. This stock could easily bounce back into the 40's and 50's pre-COVID. The dividend yield is 3.5%. The company is simply underfollowed in my opinion.