Q: Hello,
Can I please get your opinion of CF Holdings (CF). Would you prefer Nutrien? Thanks
Dave
Can I please get your opinion of CF Holdings (CF). Would you prefer Nutrien? Thanks
Dave
Q: HI Peter and Team,
Any thoughts on what is causing CF industries to get smashed the last few weeks? It's down something like 20% since mid-December or so.
Any thoughts on what is causing CF industries to get smashed the last few weeks? It's down something like 20% since mid-December or so.
Q: Hi Peter and team,
What do you think about addition of fertilizer stocks at this point given we don’t have any exposure following the 5i BE portfolio and the huge arbitrage in Natural Gas prices between NA and Europe and the sidelining of Ukraine as a major agricultural producer?
It feels like a solid opportunity. CF has a yield and is buying back stock.
What do you think about addition of fertilizer stocks at this point given we don’t have any exposure following the 5i BE portfolio and the huge arbitrage in Natural Gas prices between NA and Europe and the sidelining of Ukraine as a major agricultural producer?
It feels like a solid opportunity. CF has a yield and is buying back stock.