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Potash Outlook Fails To Lift Fertilizer Stocks (POT, MOS, AGU, CF, IPI)

Posted by Jason Smith at 12:00PM on January 27th

A bullish 2011 outlook from Potash Corp of Saskatchew (POT), the world’s largest fertilizer producer, is certainly good news for the company, but the headlines are failing to help the broader fertilizer sector today. The Agricultural Chemical and Fertilizer Stocks Index…

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Cargill’s Mosaic Spin-Off Could Lead To Takeover (MOS, BHP, VALE, POT, IPI, AGU)

Posted by Jason Smith at 12:00PM on January 19th

Cargill, the privately held agribusiness giant, announced it will spin off its majority stake in Mosaic Company (MOS), the world’s second-largest fertilizer maker, a move that could touch off a new round of mergers and acquisitions drama in the fertilizer sector.

While…

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Ag Stocks Rally On USDA Report (POT, MOS, AGU, IPI, CF, CMP)

Posted by Jason Smith at 2:33PM on January 12th

The USDA released its January World Agricultural Supply and Demand Estimates report this morning and it shows global demand for farm products such corn, grains, meats, oats and soybeans is expected to outpace supplies. That’s not good news for consumers…

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Monsanto Jumps On Price Target Boost (MON, BHP, POT, IPI, CMP, TNH, MOS)

Posted by Todd Shriber at 12:55PM on December 29th

Monsanto Company (MON), the maker of genetic seeds and other agriculture products, is trading higher by 2% today after Piper Jaffray raised its price target on the stock to $75 from $74 while reiterating an “overweight” rating on the shares. Based…

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Commodity Prices Boost Potash Results In Q3 (POT, BHP, IPI, CF)

Posted by Jason Smith at 12:43PM on October 28th

Crop nutrient producer Potash Corp of Saskatchewan (POT) said its third-quarter earnings surged by 62% on Thursday after agricultural commodity prices boosted demand for fertilizer products. The company earned $402.7 million, or $1.32 per share, compared to $247.9 million, or 82…

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Fertilizer Shares Soar After USDA Report (JJG, RJA, MOO, IPI, CF, MOS, YARIY, CAGC, SEED)

Posted by Jason Smith at 10:58AM on October 8th

Agricultural chemical and fertilizer stocks took off on Friday after the USDA pared its forecast for the domestic corn crop. The government said June flooding and hot, dry weather in August weighed on yields in the Midwest, and the expected…

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Seed Worries Weigh On A Pro-Favorite Ag Stock (MON, CGA, CAGC, BHP, POT, YARIY, IPI, TNH)

Posted by Owen Vater at 2:15PM on September 28th

Monsanto (MON) slipped by -9% on Tuesday after early harvest data from Iowa indicated that the firm’s SmartStax genetically modified corn seeds are underperforming cheaper competitors. Jefferies’ analyst Laurence Alexander brought the data to Wall Street’s attention in a report this…

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Fertilizer Stocks Getting Some Analyst Love (CF, AGU, MOS, BHP, POT, IPI, CAGC, CGA, YONG, YARIY)

Posted by Owen Vater at 9:47AM on September 23rd

Soleil Securities initiated coverage on CF Industries Holdings (CF) at “Hold” last week, and the analyst turned bullish on the stock this morning. The firm took CF to “Buy” and hiked its price target to $116 from $105, noting that the…

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Potash Enlists Chinese To Fend Off BHP (POT, BHP, MOS, CAGC, CGA, CNOA, IPI, CF)

Posted by Jason Smith at 2:10PM on September 16th

According to the Globe and Mail, Canadian fertilizer giant Potash Corp (POT) is in talks with a “Chinese-led consortium of investors” to arrange a bid to rival the $130 per share offer from BHP Billiton (BHP) in August. A source told the…

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Will Potash Talks Extend the Fertilizer Rally? (POT, BHP, CAGC, VALE, MOS, IPI, CF, TNH, AGU, YARIY)

Posted by Owen Vater at 9:35AM on August 23rd

Potash Corp. (POT) shares took off last week after the company called a $130 per share buyout offer from BHP Billiton (BHP) “grossly inadequate” considering the fertilizer giant’s “unparalleled growth prospects.” By Friday, reports indicated that BHP would go hostile, and analysts…

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