Nutrien Ltd. (NYSE:NTR) ranks among the most profitable Canadian Stocks to buy now. On March 13, Jefferies upgraded Nutrien Ltd. (NYSE:NTR) to Buy from Hold, raising its price target to $96 from $74. The revised price objective is 7.5x 2027 estimated EBITDA, compared to a five-year average of 6.6x. Jefferies expects $7.0 billion in EBITDA in 2026 and $7.3 billion the following year. In addition, on February 20, BMO Capital boosted Nutrien Ltd. (NYSE:NTR)’s price target to $85 from $75, retaining an Outpe ...

Diversified , Long-Life, Natural Resource Royalties Electricity | Potash | Lithium | Clean Steel | Copper | Gold | Nickel Forward Looking Statements TSX: ALS | OTCQX: ATUSF Corporate Presentation March 25, 2026 This document includes certain statements that constitute "forward- looking statements" and "forward-looking information" within the meaning of applicable securities laws (collectively, "forward-looking statements"). Forward-looking statements include statements regarding Altius Minerals Corporation' ...

Workers unload urea fertilizer from a cargo ship in Yantai Port, Shandong Province, China on March 13, 2026.Cfoto | Future Publishing | Getty ImagesFarmers in the northern hemisphere are heading into the crucial spring months, during which major fieldwork must begin. Their peers in the south, meanwhile, are busy harvesting crops before the winter sets in. However, their work now takes place as the Iran war creates serious supply constraints for essential fertilizer products — fueling massive price spikes an ...

It has been about a month since the last earnings report for Nutrien (NTR) . Shares have added about 6% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Nutrien due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.Nutrien's Earnings Miss ...

Summary of Altius Minerals Corp. Conference Call Company Overview - **Company Name**: Altius Minerals Corp. - **Stock Symbols**: TSX: ALS, OTCQX: ATUSF - **Industry**: Mining and Royalty Companies - **Market Position**: Altius is a 29-year-old company with a current valuation exceeding CAD 2 billion, having grown from an initial CAD 800,000 valuation in 1997 [3][2] Core Business Model - **Royalty Structure**: Altius operates as a royalty company, primarily focusing on base and battery metals, with royalties ranging from 1% to 6% on future cash flows from mining operations [4][5] - **Portfolio Diversification**: The company has a balanced portfolio that includes royalties on potash, iron ore, lithium, and renewable energy sources [5][16] Financial Performance and Projections - **Revenue Growth**: Expected revenue growth from CAD 62 million in 2025 to over CAD 200 million by 2030, driven by new royalty assets coming online [6][7] - **Lithium Royalties**: Significant growth anticipated from lithium royalties acquired from Lithium Royalty Corp., expected to contribute over CAD 70 million annually starting in 2030 [14][27] - **Potash Revenue**: Potash royalties have shown steady growth, with a compound annual growth rate of approximately 2.5% since acquisition in 2014 [10][23] Key Assets and Developments - **Potash**: Altius holds royalties on Saskatchewan potash mines, which have over 50 years of mine life remaining and account for 24% of global market share [9][10] - **Iron Ore**: The company has exposure to high-purity iron ore from the Labrador Trough, with a significant project (Kami) expected to double revenue contributions [11][12] - **Base Metals**: The Chapada copper stream is expected to increase production by 25%-35% starting around 2029 [13] Market Dynamics and Sentiment - **Renewable Energy Royalties**: Altius has a 29% interest in Great Bay Renewables, focusing on royalties from U.S. wind and solar generation, which have seen rising power prices despite negative sentiment towards renewables [16][22] - **Market Perception**: The potash market is considered underappreciated, with potential for price spikes due to geopolitical factors [25][26] Strategic Outlook - **Future Investments**: The company is focused on identifying new royalty opportunities while maintaining a steady dividend growth strategy [31][32] - **Balance Sheet Strength**: Altius maintains a strong balance sheet with CAD 144 million in cash post-acquisition, allowing for flexibility in pursuing new opportunities [21][29] Conclusion - Altius Minerals Corp. is positioned for significant growth through its diversified royalty portfolio, particularly in lithium and potash, while maintaining a strong financial position and commitment to shareholder returns through dividends and buybacks. The company is optimistic about future developments in both mining and renewable energy sectors, which could enhance its revenue profile in the coming years [30][34]

Phosphate and Potash - Phosphate-based fertilizers require sulfur, another crucial input shipped through the Persian Gulf, whose prices have skyrocketed since the war began. Potash supplies have also been dwindling, with inventories down sharply year over year. The phosphorus shortage has caused the Trump administration to invoke the Defense Production Act to increase domestic supplies of the chemical, which is also used in military applications.Nitrogen Fertilizers - Urea and ammonia are the two nitrogen-b ...

West Vancouver, British Columbia--(Newsfile Corp. - March 19, 2026) - Millennial Potash Corp. (TSXV: MLP) (OTCQB: MLPNF) (FSE: X0D) ("MLP", "Millennial" or the "Company") is pleased to report that it is making significant progress on numerous programs and initiatives at its Banio Potash Project in Gabon. The Company's Definitive Feasibility Study ("DFS"), Environmental and Social Impact Assessment ("ESIA") studies are in progress, and the Company is planning for its drill program on the newly acquired Haut ...

Core Insights - BHP has appointed Brandon Craig as the new CEO, who is expected to lead the execution of the company's strategy and enhance shareholder returns [1] - The previous CEO, Henry, is recognized for making BHP safer, more productive, and financially stronger during his tenure [2] Leadership Background - Craig has over 25 years of experience at BHP, having joined in 1999, and previously served as President Americas, where he led growth strategies in key markets [3] - He also managed the Western Australia Iron Ore division, improving operational performance and reinforcing BHP's status as a low-cost major producer [4] Strategic Focus - Under Henry's leadership, BHP underwent significant transformation, moving away from petroleum and focusing on copper and potash, achieving sector-leading performance in iron ore [5] - The company achieved average annual shareholder returns of around 17% and returned approximately $80 billion to investors, while also making progress on sustainability goals [6] Future Direction - Craig aims to focus on organic growth in core commodities while being selectively open to mergers or acquisitions, emphasizing that any potential deals must be compelling [7] - BHP's shares saw a slight increase of 0.91% during premarket trading, reflecting market confidence in the new leadership [7]

BHP has appointed Brandon Craig as chief executive officer and a director, effective July 1, 2026, replacing Mike Henry after more than six years in the top job. The appointment keeps the world’s biggest miner on an internal succession path, with Craig arriving after more than 25 years at BHP in senior operating and corporate roles. He currently serves as President Americas, where he has overseen the company’s push to expand in copper and potash across Canada, the United States and South America. The l ...

Core Viewpoint - BHP Group Limited has reached a significant support level, making it an attractive option for investors from a technical standpoint, with a potential short-term bullish trend indicated by breaking through its 50-day simple moving average (SMA) [1][6]. Technical Analysis - The 50-day SMA is a key support and resistance indicator, marking early stages of uptrends or downtrends. BHP stock traded above this level earlier in the year but slipped below it before regaining momentum, suggesting a positive shift in sentiment [2][6]. - BHP shares have gained 34.7% in the past six months, outperforming the Zacks Mining - Miscellaneous industry's 27% growth and the Basic Materials sector's 17.9% [5]. Financial Performance - BHP reported 1H26 revenues of $27.9 billion, an 11% increase year-over-year, with EBITDA rising 25% to $15.5 billion, driven by higher copper and iron ore prices [11][12]. - Underlying attributable profit increased by 22% year-over-year to $6.2 billion, supported by disciplined cost control and strong operational performance [12]. - Net operating cash flow rose 13% to $9.4 billion, with free cash flow increasing 10% to $2.9 billion after capital expenditures of $5.3 billion [13]. Production and Future Outlook - Iron ore output was 133.8 million tons in the first half of fiscal 2026, up 2% year-over-year, with expectations of 258-269 million tons for the full fiscal year [9][10]. - BHP is pivoting towards future-facing commodities, allocating nearly 70% of its capital expenditure to copper and potash, with a projected copper production of 1.9-2.0 million tons for fiscal 2026 [15][16]. Strategic Investments - BHP is advancing the Jansen Stage 1 potash project, expected to produce 4.35 million tons annually by mid-2027, with plans to double production capacity by the end of the decade [19][20]. - The company is also progressing on the Resolution Copper project, which is significant for its undeveloped copper resources in the U.S. [18]. Market Position and Valuation - BHP's current dividend yield of 4.11% is higher than the industry's 2.99% and the S&P 500's 1.13%, with a return on equity of 17.7% [22]. - The stock trades at a forward price/sales multiple of 3.27X, a premium compared to the industry average of 1.43X and peers like Rio Tinto and Vale [23][24]. Earnings Estimates - The Zacks Consensus Estimate for BHP's fiscal 2026 earnings is $4.93 per share, indicating a 35.4% year-over-year growth, with estimates for fiscal 2027 at $5.08, suggesting a 3.2% rise [25][26]. Investment Appeal - BHP presents a compelling mix of strong technical momentum and solid fundamentals, with improving near-term sentiment and robust operational performance driving earnings growth [29]. - Despite trading at a premium, this is justified by superior asset quality, profitability, and growth visibility, making BHP a solid pick for investors [30].