Domain: tiger-web1.srvr.media3.us Fertilizer Market | Money Talk
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Fertilizer Market

Posted on 4/11/22 at 7:17 am
Posted by victoryformation01
Member since Feb 2022
30 posts
Posted on 4/11/22 at 7:17 am
Followed some folks on here into the fertilizer market…specifically MOS. Bought in around 56, sell point was 72.5, which was crushed to 74.5 on Friday with another 52-week high. Curious what other folks in this market have in mind - will planting/harvesting seasons play in here? Is this a long term hold until rus-ukr cools down? Thanks in advance for any input
Posted by Decisions
Member since Mar 2015
1609 posts
Posted on 4/11/22 at 7:40 am to
I don’t think it’s going to cool off any time soon. The Russia-Ukraine factor is definitely a major contributor, but you’ve also got places like China banning exports of fertilizer which also helps these companies.
Posted by Hayekian serf
GA
Member since Dec 2020
4108 posts
Posted on 4/11/22 at 9:11 am to
My wife is a scientist, well a sales rep now but scientist by trade, for an international (Belgium) phosphate company.

Prices are only going higher. Not a certainty for rising shares, but it’s definitely something.


NTR
BG (not strictly fertilizer )

EDRY (not strictly fertilizer)

All are trading at low PE, low beta, solid EPS, and the former two pay a decent dividend.

Digest as you will.
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