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Short Interest Swings In Fertilizer Stocks (IPI, MOS, UAN)
Saturday, August 31, 2013 - 10:54am | 1010Read More...Shares of many fertilizer companies took a big hit at the end of the July with the announcement of the breakup of Belarusian Potash marketing cartel. CVR Partners (NYSE: UAN), Intrepid Potash (NYSE: IPI) and Mosaic (NYSE: MOS) saw the most significant percentage upswings in the number of their...
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Monsanto and Other Credit Suisse Agriculture Picks
Friday, January 18, 2013 - 1:09pm | 746Read More...Citing increasing demand for potash in the second half of the year, particularly from Latin America and Southeast Asia, as well as ongoing demand for phosphates and market growth in agricultural biotech, Credit Suisse (NYSE: CS) this week have initiated coverage on several fertilizer makers. While...
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Mosaic and Other Fertilizer Producers Pull Back
Wednesday, August 29, 2012 - 2:34pm | 733Read More...Shares of fertilizer producers have pulled back recently, due in part to a USDA report that showed that, while the devastating drought in the Midwest continues, corn conditions were unchanged and soybean conditions improved slightly. Mosaic (NYSE: MOS) shares have fallen more than four percent in...
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For Fertilizer Makers, Drought Means Opportunity (MOS, POT, CF)
Tuesday, July 17, 2012 - 2:58pm | 624Read More...In its fiscal fourth-quarter report Tuesday, Mosaic (NYSE: MOS) said it expects to see continued strong demand in fiscal 2013, boosted by increased demand from farmers at home and aboard. At the same time, the worst drought in 56 years is now threatening crops across much of the United States....
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Oppenheimer Maintains Perform on Intrepid Potash (IPI)
Monday, May 9, 2011 - 8:25am | 150Read More...Oppenheimer is out with its report today on Intrepid Potash (NYSE: IPI), maintaining Perform. In a note to clients, Oppenheimer writes, "On 5/4, IPI reported 1Q11 EPS of $0.28, $0.01 below our estimate, up 75.1% yoy. Sales and volumes were within the ranges pre-announced on 4/15. The slight miss...
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Goldman Sachs Lowers 2011 EPS Estimate on Intrepid Potash (IPI)
Friday, April 15, 2011 - 9:34am | 77Read More...Goldman Sachs is out with its report today on Intrepid Potash (NYSE: IPI), lowering its 2011 EPS estimate. In a note to clients, Goldman Sachs writes, "We are updating our 2011 estimate to reflect the 1Q11 shortfall. Our revised estimates for 2011/2012/2013 are $1.33/$1.87/$2.17 vs. $1.37/$1.87/$2...
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Oppenheimer Reports Intrepid Potash Pre-Announces 1Q11 Sales Below Estimate
Friday, April 15, 2011 - 7:24am | 132Read More...According to Oppenheimer, Intrepid Potash (NYSE: IPI) pre-announced 1Q11 sales 7 percent below estimate. Oppenheimer reported that IPI pre-announced 7% lower than expected preliminary sales data for 1Q11. “Intrepid sold 190-200K tons of potash at $435-445/ton, vs. our prior estimates of 210K tons...
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Dahlman Rose Reports Intrepid Potash Expensive On Relative Valuation
Wednesday, April 6, 2011 - 9:18am | 188Read More...According to Dahlman Rose, Intrepid Potash's (NYSE: IPI) tight markets lead to market upside. Dahlman Rose reported that it expects Intrepid to benefit from higher potash prices, and it maintains its Sell rating based on relative valuation. “We expect strong farmer economics and healthy spring...
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Dahlman Rose Downgrades Intrepid Potash To Sell
Friday, August 13, 2010 - 9:27am | 138Read More...Intrepid Potash, Inc. (NYSE: IPI) is expected to report higher sales volumes, but will not be able to fully partake in the robust marketplace that is anticipated in the coming quarters, according to Dahlman Rose. Dahlman reports that Intrepid Potash faces challenges from production and capacity...
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Dahlman Rose Downgrades Intrepid Potash To Sell
Friday, August 13, 2010 - 9:27am | 120Read More...Intrepid Potash, Inc. (NYSE: IPI) is expected to report higher sales volumes, but will not be able to fully partake in the robust marketplace that is anticipated in the coming quarters, according to Dahlman Rose. Dahlman reports that Intrepid Potash faces challenges from production and capacity...
