Fertilizers

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Bloomberg· 2025-06-30 07:37
Indonesia will relax import regulations on goods ranging from fertilizers to footwear, aiming to enhance competitiveness and bolster ongoing US tariff talks and other trade negotiations https://t.co/KSvHB1DsE4 ...
Enlightify Inc. Provides Update Regarding 2025 Annual Meeting of Stockholders
Globenewswire· 2025-06-24 22:00
XI’AN, CHINA, June 24, 2025 (GLOBE NEWSWIRE) -- Enlightify Inc. (NYSE: ENFY) (“Enlightify” or the “Company”), is providing an update regarding its 2025 Annual Meeting of Stockholders (the “Annual Meeting”). In the preliminary proxy statement (DEF 14A) filed with the SEC on May 5, 2025, the Company had indicated that the Annual Meeting would be held on June 24, 2025. However, the Annual Meeting has not been formally scheduled, and no definitive meeting materials have been filed with the SEC or distributed to ...
CVR Partners: Fertilizer Prices Will Surge If Hormuz Closure Blocks Global Gas Supplies
Seeking Alpha· 2025-06-23 20:38
After being subdued for over two years, the fertilizers market is heating up again. The Fertilizers Price Index has risen about 13% over the past year. The index is still far below its 2022 highs, but a key inflection point has likely passed. The popular fertilizerHarrison is a financial analyst who has been writing on Seeking Alpha since 2018 and has closely followed the market for over a decade. He has professional experience in the private equity, real estate, and economic research industry. Harrison als ...
Lavoro (LVRO) - 2025 Q2 - Earnings Call Transcript
2025-06-18 22:00
Lavoro Limited (LVRO) Q2 2025 Earnings Call June 18, 2025 05:00 PM ET Speaker0 Welcome to Lovallo's Business Update Conference Call. Please note that this conference call is being recorded and a replay will be made available on the company's Investor Relations website at ir.lavoroagro.com. I will now turn the conference over to Tigran Karpishin, Head of Investor Relations. Thank you. You may begin. Speaker1 Thank you for joining us today to discuss our business update. We will be covering the out of court r ...
Lavoro Reaches Out-of-Court Restructuring Agreement with Key Suppliers and Reports Certain Preliminary Unaudited Financial Information for Second Quarter of Fiscal 2025
Globenewswire· 2025-06-18 18:40
Core Viewpoint - Lavoro Limited's subsidiary, Lavoro Brazil, has reached an out-of-court restructuring agreement with key suppliers to extend payment terms and secure multi-year product supply, aiming to mitigate supply chain disruptions and enhance operational efficiency [1][2][3]. Group 1: Restructuring Agreement - The agreement with suppliers includes BASF, FMC Agrícola, UPL Brasil, EuroChem, and Ourofino, and aims to support Lavoro Brazil's reorganization plan [3]. - The restructuring plan, known as the EJ Plan, will be binding upon court approval and is designed to ensure broad-based effectiveness across all eligible suppliers [2][4]. - The EJ Plan restructures approximately R$2.5 billion in trade payables owed to suppliers, categorizing them into different creditor classes with tailored repayment obligations [10][11]. Group 2: Financial Impact - Preliminary unaudited consolidated revenue for 2Q25 was R$2.25 billion, a decrease of 27% year-over-year, primarily due to inventory shortages [7][22]. - Preliminary unaudited gross profit for 2Q25 decreased by 28% to R$366.9 million, with gross margins contracting to 16.3% [22]. - The Brazil Ag Retail segment saw a 30% decline in revenue to R$1.84 billion in 2Q25, attributed to product availability constraints [22]. Group 3: Market Context - The 2023/24 crop year in Brazil faced challenges such as falling commodity prices, declining farmer profitability, and severe droughts, impacting Lavoro Brazil's operations [6]. - Despite these challenges, Lavoro Brazil gained market share and is positioned to benefit from signs of market stabilization entering FY25 [6]. Group 4: Future Outlook - The EJ Plan aims to standardize inventory supply and financing terms, ensuring reliable product availability and mitigating risks from future credit condition changes [5][9]. - Management has withdrawn its fiscal 2025 guidance due to the complexities associated with the EJ Plan [14].
CF Industries Stock Rises 21% in 3 Months: What's Driving the Rally?
ZACKS· 2025-06-10 14:16
Key Takeaways CF stock surged 20.8% in 3 months, outperforming the fertilizer industry. Strong nitrogen demand and rising prices are fueling CF's top-line growth. CF repurchased $434M in shares in Q1 and approved a new $2B buyback program through 2029.CF Industries Holdings, Inc.’s (CF) shares have gained 20.8% over the past three months. The company has also outperformed the Zacks Fertilizers industry’s 19.2% rise over the same time frame. CF has also topped the S&P 500’s roughly 4% increase over the sam ...
NTR Stock Hits 52-Week High: What's Driving Its Performance?
ZACKS· 2025-06-05 16:20
Key Takeaways NTR reached a 52-week high of $60.84, with the stock gaining 7.9% year over year. Strong fertilizer demand, tight inventories and higher crop prices are boosting NTR's performance outlook. Nutrien targets $200M in 2025 savings via cost cuts, operational efficiencies and strategic acquisitions.Shares of Nutrien Ltd. (NTR) scaled a new 52-week high of $60.84 before retracing to close the session at $60.30. The company’s shares have gained 7.9% in a year compared with the industry’s growth of 1 ...
CF Industries Rallies 15% in a Month: What's Driving the Stock?
ZACKS· 2025-05-23 10:31
Core Viewpoint - CF Industries Holdings, Inc. has experienced a 15% increase in share price over the past month, outperforming both the Zacks Fertilizers industry and the S&P 500 index during the same period [1][3]. Group 1: Demand Factors - The rising global demand for nitrogen fertilizers is primarily driven by significant agricultural needs and recovering industrial demand post-pandemic [3]. - In North America, high levels of corn planted acres and low nitrogen channel inventories are expected to boost nitrogen demand [3]. - Brazil is anticipated to see strong urea demand due to increased corn plantings, while India is expected to experience low inventory levels, driving urea imports [5]. Group 2: Supply-Demand Balance - The global supply-demand balance for nitrogen fertilizers is expected to remain favorable due to low corn stocks-to-use ratios and challenging production conditions in Europe [4]. - CF Industries anticipates strong nitrogen demand during the spring application season, driven by favorable returns for corn compared to soybeans [5]. Group 3: Financial Performance - CF Industries reported a 13% year-over-year increase in net sales, reaching $1,663 million in the first quarter, attributed to higher nitrogen prices [6]. - The company’s net cash provided by operating activities increased by approximately 32% year-over-year to $586 million [8]. - CF Industries repurchased 5.4 million shares worth $434 million during the quarter and has a remaining $630 million in its current $3 billion share repurchase program, along with a newly authorized $2 billion program effective through 2029 [8].
AB Akola group 9-month results: net profit increases by more than 100%
Globenewswire· 2025-05-21 14:00
The consolidated revenue of AB Akola Group and its subsidiaries (the Group) for the 9 months of the 2024/2025 financial year exceeded EUR 1,165 million, representing a 3.59% increase compared to the same period of the previous year. Consolidated earnings before interest, taxes, depreciation, and amortization (EBITDA) for the 9-month period exceeded EUR 71 million, marking a 34.83% increase year-over-year. Net profit more than doubled, reaching EUR 31.8 million. The Group sold 2,417 thousand tons of various ...
Mosaic (MOS) Is Up 7.77% in One Week: What You Should Know
ZACKS· 2025-05-19 17:06
Company Overview - Mosaic (MOS) currently holds a Momentum Style Score of B, indicating a positive outlook based on its price change and earnings estimate revisions [2][3] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] Price Performance - Over the past week, MOS shares have increased by 7.77%, while the Zacks Fertilizers industry remained flat [5] - In a longer time frame, MOS has shown a monthly price change of 29.12%, outperforming the industry's 16.3% [5] - Over the past quarter, shares of Mosaic have risen by 36.69%, and gained 15.03% in the last year, compared to the S&P 500's performance of -2.26% and 13.85% respectively [6] Trading Volume - The average 20-day trading volume for MOS is 5,836,759 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the last two months, 4 earnings estimates for MOS have been revised upwards, while only 1 estimate was revised downwards, leading to an increase in the consensus estimate from $2.11 to $2.63 [9] - For the next fiscal year, 4 estimates have also moved upwards with no downward revisions [9] Conclusion - Considering the positive price trends, strong earnings outlook, and favorable trading volume, MOS is positioned as a solid momentum pick with a Momentum Score of B and a Zacks Rank of 2 (Buy) [11]