業種
Fertilizers
Fertilizers のすべてのレポート — 全 2 件。
32/100
The Mosaic Company: A Long-Term Business Owner's Research Report
An understandable fertilizer cycle stock with decent assets and a cheap-looking balance sheet, yet lacking a wide moat and stable free cash flow. Rating Watch: at the current 23.89 dollars it holds some value but is not cheap enough; the ideal entry sits at 16 to 20 dollars.
40/100
52Buffett
CF Industries: A Long-Term Value Investing Analysis
North America's leading nitrogen fertilizer and ammonia producer, with 2025 revenue of $5.94 billion; low-cost North American natural gas plus a logistics network form a real cost moat. The current price of $121.70 sits near the lower end of the fair-value range, with execution risk on the Blue Point low-carbon ammonia project still to be watched. Rating Watch: a good asset, but not yet a good price.