Analyst Recommendationhttps://www.bnnbloomberg.ca/video/brian-madden-discusses-nutrien~2411264
Unspecified
Nutrien Ltd.(NTR-T)
27/03/2022 at 08:00pm
Had abrupt change of CEO in first part of year, two in past year. Benefits from the macro situation. he owns this plus another one. The downstream retail division is the crown jewel. Upstream commodity exposure is moving the needle. Low cost nitrogen production facilities. Has 6 big world class potash deposits in stable political areas with 40 to 50 year reserves. Also a phosphate fertilizer segment. Tightest market in 15 years because of the Russia/Ukraine conflict. Good earnings ahead but fertilizer markets can't stay this high for long term.
AGRICULTURE
Brian Madden
$133.560
Owned