We came across a bullish thesis on Nutrien Ltd. on The Few Bets That Matter’s Substack. In this article, we will summarize the bulls’ thesis on NTR. Nutrien Ltd.'s share was trading at $72.76 as of February 24th. NTR’s trailing and forward P/E were 21.49  and 11.85 respectively according to Yahoo Finance. Vegetable Farming Pixabay/Public Domain Nutrien, the world’s largest fertilizer company by capacity, was formed in 2018 through the merger of PotashCorp and Agrium and operates a vertically integrated ...

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SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today that its 2025 Annual Report, including Management's Discussion and Analysis and Audited Consolidated Financial Statements, as well as its Annual Information Form are available on the EDGAR section of the US Securities and Exchange Commission's website at www.sec.gov and the Canadian Securities Administrators' website at www.sedarplus.ca. The 2025 Annual Report provides an update on Nutrien's strategy, mar. ...

SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today that the Toronto Stock Exchange (TSX) has accepted Nutrien's notice to commence a normal course issuer bid (NCIB) to purchase outstanding common shares representing up to five percent of its issued and outstanding common shares. Under the NCIB, purchases of common shares may be made through the facilities of the TSX, the New York Stock Exchange and/or alternative trading systems in Canada and the U.S., or. ...

PresentationFor the sake of kicking the conference off, we'll get going. So Ken and Mark, you just came off a very strong quarter, reported earnings last week, clearly capitalizing on the favorable Nutrien backdrop. So maybe we want to start off a little bit, if you want to rehash the year that was 2025 and where the company stays, and then we'll dive in and start there.Kenneth SeitzPresident, CEO & Director Yes. Thanks, Matt, and good morning, everyone. Good morning, Steve. It's good to see you. I think li ...

CF Industries (NYSE:CF) 2026 Conference February 25, 2026 09:45 AM ET Company ParticipantsBert Frost - EVP and CCO in Sales, Market Development, and Supply ChainMartin Jarosick - VP in Treasury and Investor RelationsConference Call ParticipantsNone - AnalystModeratorWelcome back, everybody. We'll get started. I'm sure people will continue to file in. With me today, we have Bert Frost, the EVP and Chief Commercial Officer of CF, and Martin Jarosick, VP Treasury and Investor Relations. Bert, you know, you're ...

Nutrien (NYSE:NTR) 2026 Conference February 25, 2026 07:30 AM ET Company ParticipantsKen Seitz - CEOMark Thompson - CFOConference Call ParticipantsSteve Byrne - Senior Chemicals AnalystSteve ByrneFor the sake of kicking the conference off, we'll get going. Ken and Mark, you just came off a very strong quarter, reported earnings last week, clearly capitalizing on the favorable Nutrien backdrop. Maybe we want to start off a little bit, if you want to rehash, the year that was 2025 and where the company stays, ...

PresentationLet's welcome Ken Seitz, President and CEO, to the stage. We're going to do a fireside chat. So if you want to submit questions, please go on the app, and we'll weave them in. Ken, why don't you kick off maybe like a few minutes, state of the union, what's going on with Nutrien in the markets?All right. Good morning to day 2 of the Mining Conference, day 4 for some of us. Our first session this morning with Nutrien is -- with Nutrien, of course, the largest fertilizer producer, a large retail pl ...

Nutrien Conference Call Summary Company Overview - **Company**: Nutrien - **Industry**: Agriculture and Fertilizer Production Key Points Market Demand and Growth - The global demand for food continues to rise, with 800 million people still food insecure, prompting farmers to adopt better agronomic practices to maximize yields [2][3] - Nutrien has the highest asset quality in the fertilizer production sector, serving over 500,000 grower accounts and operating in over 50 countries [3][4] Financial Performance - In 2025, Nutrien added 1.3 million tons of fertilizer volumes, resulting in a structural growth of retail earnings by $300 million and a cost reduction of $200 million [4] - For 2026, Nutrien anticipates further structural growth in earnings and fertilizer volumes, maintaining a disciplined capital allocation strategy [5] U.S. Farmer Sentiment - The sentiment among U.S. farmers is currently negative due to weather challenges and lower commodity prices, but Nutrien does not see alarming levels of bad accounts, maintaining a typical range of 1.4% [8][10] - Farmers are expected to plant 94-96 million acres of corn, with government assistance and stable prices providing some optimism [11][12] Government and Regulatory Environment - Nutrien acknowledges the scrutiny from U.S. government agencies regarding competitive practices in the fertilizer market, emphasizing the competitive nature of the industry [14][15] - The company is making significant investments in mine automation and infrastructure to maintain cost competitiveness [14][16] Portfolio Management - Nutrien is actively reviewing its portfolio, including potential divestitures in phosphate and operations in Brazil and Trinidad [6][19] - The company is exploring strategic options for its Trinidad operations, which are currently shut down due to negotiations over natural gas supply [20][21] Potash Market Insights - Potash prices are currently below mid-cycle levels, with strong offshore markets and a historically low inventory situation in Brazil contributing to price strength [24][26] - Nutrien expects global potash demand to grow by 74-77 million tons this year, marking the fourth consecutive year of demand growth [30] Long-term Outlook - Nutrien anticipates a balanced market for potash through the end of the decade, despite potential new entrants like Jansen, which may alter market dynamics [35][36] - The company plans to maintain its market share and competitive position through efficient operations and strategic investments [42][44] Retail Segment Growth - Nutrien's retail segment is projected to grow organically, with a focus on network optimization and cost reduction [50][52] - The company aims to achieve similar growth rates in its retail business as seen over the past five years, despite challenges in the agricultural environment [52] Investor Communication - Nutrien plans to hold an investor day to discuss growth strategies and performance metrics in detail [49] Additional Insights - Nutrien emphasizes the importance of asset quality and cash flow conversion as key drivers of its growth strategy [53] - The company is committed to continuous improvement and cost reduction to enhance its competitive position in a growing market [53]

Forward Looking Statements Investor Presentation February 2026 Forward-looking statements Certain statements and other information included in this presentation, including under the "Market Outlook" section, constitute "forward-looking information" or "forward-looking statements" (collectively, "forward-looking statements") under applicable securities laws (such statements are often accompanied by words such as "anticipate", "forecast", "expect", "believe", "may", "will", "should", "estimate", "project", "i ...