CVR Partners (UAN) Q1 2025 Earnings Call April 29, 2025 11:00 AM ET Company Participants Richard Roberts - VP - FP&A and IRMark Pytosh - CEO, President & Director of CVR GP LLCDane Neumann - EVP, CFO, Treasurer & Assistant Secretary Conference Call Participants Rob McGuire - Equity Research Analyst Operator Greetings, and welcome to the CVR Partners First Quarter twenty twenty five Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the ...

Core Viewpoint - Mosaic (MOS) is anticipated to report a year-over-year decline in earnings due to lower revenues, with a consensus EPS estimate of $0.39, reflecting a 40% decrease compared to the previous year, and revenues expected to be $2.67 billion, down 0.5% from the same quarter last year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for May 6, and the stock may rise if the actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 1.2% higher in the last 30 days, indicating a slight bullish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +15.82% for Mosaic, suggesting a higher likelihood of beating the consensus EPS estimate [10][11]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [8]. Historical Performance - In the last reported quarter, Mosaic was expected to post earnings of $0.53 per share but only achieved $0.45, resulting in a surprise of -15.09% [12]. - Over the past four quarters, Mosaic has only beaten consensus EPS estimates once [13]. Conclusion - While Mosaic is positioned as a potential earnings-beat candidate, other factors should also be considered when evaluating the stock ahead of its earnings release [16].

First quarter net loss attributable to CVR Energy stockholders of $123 million; EBITDA loss of $61 million; adjusted EBITDA of $24 millionFirst quarter loss per diluted share of $1.22 and adjusted loss per diluted share of 58 centsCVR Energy will not pay a cash dividend for the first quarter of 2025CVR Partners announced a cash distribution of $2.26 per common unit SUGAR LAND, Texas, April 28, 2025 (GLOBE NEWSWIRE) -- CVR Energy, Inc. (NYSE: CVI, “CVR Energy” or the “Company”) today announced first quarter ...

First quarter net income of $27 million, or $2.56 per common unit; EBITDA of $53 millionAnnounced cash distribution of $2.26 per common unit SUGAR LAND, Texas, April 28, 2025 (GLOBE NEWSWIRE) -- CVR Partners, LP (NYSE: UAN, “CVR Partners” or the “Partnership”), a manufacturer of ammonia and urea ammonium nitrate (“UAN”) solution fertilizer products, today announced net income of $27 million, or $2.56 per common unit, and EBITDA of $53 million on net sales of $143 million for the first quarter of 2025, compa ...

Core Viewpoint - International Paper Company is set to report its first-quarter 2025 results on April 30, following the acquisition of DS Smith, which is expected to significantly enhance its financial performance compared to the previous year [1][2]. Financial Performance Expectations - The Zacks Consensus Estimate for International Paper's first-quarter revenues is $6.61 billion, reflecting a 43.1% increase from the same quarter last year [3]. - Earnings estimates have decreased by 16.7% over the past 60 days to 35 cents per share, indicating a 106% year-over-year increase from 17 cents reported in the previous year [3]. - The company has a history of earnings surprises, beating estimates in three of the last four quarters with an average surprise of 41.5% [5]. Segment Performance Insights - EMEA Packaging volumes are projected to reach 2,452 thousand short tons in Q1 2025, a significant increase from 340 thousand tons in Q1 2024, with revenues expected at $2.44 billion [7]. - North American Packaging Solutions is anticipated to see year-over-year volume increases in various categories, with revenues estimated at $3.79 billion for the quarter [8][9]. - Overall, Industrial Packaging segment volumes are projected at 6,165 thousand short tons, indicating a 54.5% year-over-year rise, with revenues expected to be $6.2 billion, reflecting a 62.9% increase [10]. Operating Profit Projections - The Industrial Packaging segment's operating profit is expected to surge by 73% to $373 million, with North American Packaging Solutions projected at $285 million and EMEA Packaging at $87.7 million [11]. Global Cellulose Fibers Segment - The Global Cellulose Fibers segment is expected to report volumes of 622 thousand metric tons, a 14.7% year-over-year decline, with revenues estimated at $608 million, down 13.6% from the previous year [12]. Stock Performance - International Paper's stock has increased by 39.1% over the past year, outperforming the industry average growth of 23.6% [14].

Group 1: Nomad Foods Limited - Nomad Foods Limited manufactures and distributes frozen foods primarily in the United Kingdom, Italy, Germany, Sweden, France, and Norway [1] - The company has a Zacks Rank 1 (Strong Buy) and has seen a 6.2% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Nomad Foods has a price-to-earnings ratio (P/E) of 9.36 compared to 21.15 for the S&P, and possesses a Value Score of A [2] Group 2: Yara International ASA - Yara International ASA is the world's leading supplier of mineral fertilizers, particularly strong in nitrogen-based fertilizers [2] - The company carries a Zacks Rank 1 and has experienced a 12% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Yara International has a price-to-earnings ratio (P/E) of 10.90 compared to 21.15 for the S&P, and also possesses a Value Score of A [3] Group 3: Kaiser Aluminum - Kaiser Aluminum is a leading producer of semi-fabricated specialty aluminum products, serving customers in aerospace, high-strength general engineering, and custom automotive and industrial applications [4] - The company holds a Zacks Rank 1 and has seen a 13% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [4] - Kaiser Aluminum has a price-to-earnings ratio (P/E) of 17.43 compared to 21.15 for the S&P, and possesses a Value Score of A [5]

Core Insights - Brazil Potash Corp. has appointed Marcelo Lessa to its advisory board, bringing over 30 years of experience in agricultural finance and investment strategies, particularly in Latin America and Africa [1][2] - Lessa's expertise includes leading over $400 million in investments in agribusiness and infrastructure during his tenure at the International Finance Corporation (IFC) and World Bank [2] - The Autazes Project aims to supply sustainable fertilizers to Brazil, which is critical for global food security, especially as the country imported over 95% of its potash fertilizer in 2021 [4] Company Overview - Brazil Potash is developing the Autazes Project, which is expected to produce up to 2.4 million tons of potash annually, potentially supplying around 20% of Brazil's current potash demand [4] - The project will utilize low-cost river barges for transportation in partnership with Amaggi, a major agricultural operator in Brazil [4] - The company aims to reduce Brazil's reliance on potash imports and mitigate approximately 1.4 million tons of greenhouse gas emissions per year [4] Advisory Board Composition - The advisory board is chaired by Stan Bharti and includes notable members such as Kátia Abreu, former Minister of Agriculture, and Luis Adams, former Attorney General of Brazil [6]

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering ICL Group (ICL) , which belongs to the Zacks Fertilizers industry.When looking at the last two reports, this potash and fertilizer producer has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 35.42%, on average, in the last two quarters.For the most recent quarter, ICL Group was expected to post earnings of $0.06 ...

Company Overview - Verde Agritech Ltd is an agricultural technology company focused on producing potash fertilizers, aiming to enhance the health of people and the planet [4] - The company operates fully integrated operations, mining and processing its feedstock from 100% owned mineral properties, and distributing its products internationally [4] - Verde is Brazil's largest potash producer by capacity, licensed to produce up to 2.8 million tonnes per year of multinutrient potassium fertilizers [4] Project Update - The company has issued a news release regarding the Man of War Project following a review by the Ontario Securities Commission, which includes an amended and restated National Instrument 43-101 Technical Report [1][2] - The updated Technical Report, effective December 18, 2024, has removed disclosures of geological resources and in-situ resources that do not have reasonable prospects for economic extraction [2] - The report is available on SEDAR+ under the company's profile [3] Mineral Resources - Verde has a combined measured and indicated mineral resource of 1.47 billion tonnes at 9.28% K2O and an inferred mineral resource of 1.85 billion tonnes at 8.60% K2O, totaling 295.70 million tonnes of potash in K2O [4] - In 2021, Brazil's total consumption of potash in K2O was 6.57 million tonnes, highlighting the significant demand for potash in the country [4] - Brazil ranks second in global potash demand and is the largest importer, relying on external sources for over 97% of its potash needs [4]

Billionaire investor Carl Icahn just reminded Wall Street who the original energy bull is.In a series of filings this month, the legendary activist investor disclosed a buying spree in CVR Energy, Inc. CVI – snapping up more than 1.5 million shares worth over $27 million throughout April. CVR Energy is Icahn's second-largest holding, just behind his own firm, Icahn Enterprises IEP.With the ink barely dry on the latest Schedule 13D/A, the filing reveals Icahn now owns 70.1 million shares.Starting from April ...