Q: Can a cord has now settled it US problem and it's looking into the possible sale of the UK division. Stock is down a couple of dollars in the last couple of weeks. Do you believe this would be a good entry time. But it's your thoughts on this company.
5i Research Answer:
CF is still up 6% YTD and 43% in a year even after all of this news. The stock is cheap at 11x earnings, with a 2.89% dividend. Decent growth is forecast this year, with about 12% growth expected in 2027. We would be more bullish if not for the uncertain market environment right now. It is of course highly sensistive to capital markets and deal flow. This risk is 'probably, reflected in the valuation, but sentiment can move the stock just as much as fundamentals. We would rate it a small cap buy, but would start with a small position.