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Cf Industries Holdings

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About Cf Industries Holdings

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Not really a sleeper... smart money bought it a few weeks ago so it's already priced in. CF and MOS
so far so good today, eh? MOS up about 4%. CF around 6%.
Thanks for the help on CF everyone, that position was frying me
Yeah but MOS is sus it doesnt always movecin direct correlation. Why not NTR or CF? Even LXU?
CF is a strong company. It's impact buy nat gas prices quite a bit, and i'd imagine there's some demand destruction with Ammonia going over $600/ton with the straight closure. Always paid a small dividend
Not confident on Mosaic, to heavy into potash. The straight closure impacts Nitrogen (Ammonia) much more. If the Ukraine war didn't make Mosiac pop with their level of potash production, don't see Hormuz impacting it. Holding a few shares of CF (long term holder of the stock, trimmed some at $120)
"now most of the bad guys are dead" is delusional as fuck. The "bad guys" (is this an 80's movie ?) in the bunkers are not the ones firing rockets or launching drones "Rest is up to the people." Except the people didn't ask for it. Not yet at least. You can't force a country to rebel and change their regime (cf Lybia, Egypt, half of Africa, Afghanistan, Irak ...) Lmfao, let's discuss this in 5 years when we still have boots on the ground
Why do you need sulfur to produce DAP, I could see where you would need it for MEZ. But, farmers will just use MAP and DAP if MEZ gets too high. Forgoing sulfur a year is probably not the biggest deal, frankly farmers will cut some phosphorus even if it hurts yields a little if grains don’t keep moving. I think the play is CF industries because as I understand it to domestic urea market is under priced, compared to the world; but quotes for urea and urea derivatives like 28 and 32% were terribly high, but you don’t want to cut N much because that doesn’t end well.
CF is great. MOS is not because they are going to get hit by the sulfur price increase.
Mosaic is reliant on ammonia and sulfur for production. They buy spot - It’s a better short than long imo. CF is a good play imo
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