Fertilizer stocks like this one and MOS are highly cyclical. Fertilizer has taken a beating lately, if things get uglier this stock could get cut in half. If things go okay it could easily double and outperform others in the group like the bigger MOS. IPI could also get bought out any time.
normally this stock is subject to seasonal volatility, but with fundamentals improving, may become more stable for a long position. insider buying really picking up at these prices.
We are in for a rollercoaster, rampant inflation, quantitative tightening, interest rate hikes, supply chains up-rooted, aggregate demand killed by mortgage rates/energy costs/cost of living crisis (global recession inbound).. don't see how this doesn't go down to 3000 / possibly Covid lows. Buys: Uraniam, LNG, Solar/Wind, Fertiliser/Potash, Litigation firm
MOS Daily cautiously bearish. Recommended ratio: 15% MOS, 85% Cash. *Putin continues his quest to annex all of Eastern Ukraine and has now concentrated attacks in Lysychans'k which is one of the last Ukrainian strongholds in Luhansk (the fall of this city will all but guarantee that Eastern Ukraine belongs to Russia). President Biden announced today the US...
MOS Daily cautiously bearish. Recommended ratio: 10% MOS, 90% Cash. * Bad Vlad and Russian fertilizer producers are the top benefiters of fertilizer prices testing ATHs set during the previous recession in 2008 (yes I just implied that we are currently in a recession, it will become clearer soon with increased layoffs and earnings downturns). Grain, oil and...
INVESTMENT CONTEXT President Joe Biden said America's goal is a "democratic, independent" Ukraine with the means to "defend itself against further aggression" In a move to counter EU's partial embargo on crude oil, Russia cut off more gas supplies to companies in Denmark, Germany and the Netherlands, stating they failed to make payments in RUB U.S....
MOS/USD Daily neutral with a bearish bias. * Fed minutes were released today and confirms that the Fed is committed to two more rate hikes in June and July of at least 50 bps with potential for another 50-75 bp hike in September, and that they will sell mortgage backed securities (rather than let them roll over) if necessary as a means of reducing their balance...
MOS/USD Daily cautiously bearish. *USD bouncing back today as equity markets plunge lower.* Recommended ratio: 25% MOS, 75% cash. Price is currently trending down at $58 and is still technically testing the uptrend line from 01/24/22 at $59.50. Volume remains moderate and fairly balanced between buyer and sellers over the past nine sessions; though premature,...
MOS/USD Daily neutral with a bearish bias. *Critical Resistance watch* . Recommended ratio: 45% MOSAIC, 55% cash. Commodities have fallen with the broader market but can benefit from more supply chain woes. Price is currently trending up at $62.32 after bouncing off the uptrend line from 01/24/22 (~$57.50) and is approaching a test of $64.22 resistance....
It's a Brave New World. Fertilizer was facing a shortage going into 2022 (like most commodities, it has had a undersized amount of investment, with tech seeing most of the in flows) but after the Putin YOLO (that's my ELI5), potash is now in shortage. Using that fact as a basis for expanding my commodity thesis to include more food commodities. I picked CANE...
Above the 9 SMA and 200 SMA, MACD is switching over, and RSI has Go Go Juice Nutrien ($NTR) the world’s largest corporate potash producer is increasing production by 10% to 15 million metric tons for 2022. The stock’s share price is up +20% this year. Disclaimer: Stratford Research newsletters reflect the research and opinions of only the authors who are...
MOS move above 17 may indicate a clean breakout move targeting 30 - interesting long play in Agricultural related equities
Consolidation periods closing out and were on a little run since the 50M HELM news. 14.5 million tonnes of proven reserves Tuskeg project to last the next 50 years at a median price of $500/tonne would yield $7.25B this thing is primed so well its going to BLOW at any time. Been accumulating shares of the past year and with recent news released there's lots on...
Fundamentally and Technically sound. I've been watching and buying for some time and done my share of due diligence to find this is going to be the "next big thing" is environmentally ethical mining. EXTREMELY light volume and a tight channel with minimal volatility makes it an easy buy. I expect funding news at some point before the end of the year for the...
Watchlist Ascending Triangle Watch how price trades out of halt 61c
TSX:NTR Weekly Rough 2019 for Potash and hence Nutrien Downtrend in RSI & Price for most of 2019 and touching support **** Nutrien's 2020 guidance is positive, but I am skeptical because.... Unpredictable weather is starting to become common and in 2019 it was For example, corn farmers in the US farm belt received so...
Resource upgrade to come Offtakes Finance deals & DFS in H1 2020 Between 3p - 3.3p is an absolute bargain price where fundamentals make it undervalued Also we got 200ma at 3.05p Also we got 786 fibs at 3.11p Also closing previous gap at 3.16p Also got RSI support level at 3.3p Target Price 6.2p
Looks at great support here and potentially a good trade to 22p if lost don't hang around as it could head to 10p ish