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CF Industries Holdings CF

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    1. Lower Natural Gas Costs Not Enough to Offset Lower Nitrogen Prices and Volumes in CF Industries 1Q

      Commentary

      Thu, 7 May 2015

      raising our fair value estimate for CF Industries to $253 per share from $250 following ..... factor for volumes. Over the long run, CF 's volumes are set to grow nicely ..... This put pressure on urea prices and CF saw its average realized urea prices

    2. UPDATE 1- CF Industries posts smaller profit after year-ago sale

      Headlines

      Wed, 6 May 2015

      May 6 (Reuters) - U.S. fertilizer producer CF Industries reported lower first-quarter profit on Wednesday, with the drop reflecting a one-time gain a year ago from the sale of its phosphate business.

    3. CF Industries posts smaller profit after year-ago sale

      Headlines

      Wed, 6 May 2015

      May 6 (Reuters) - U.S. fertilizer producer CF Industries reported lower first-quarter profit on Wednesday after markets closed, with the drop reflecting a one-time gain a year ago from the sale of its phosphate business.

    4. Raising Our CF Industries Fair Value Estimate to Reflect Cut in Long-Term Natural Gas Price Forecast

      Commentary

      Fri, 13 Mar 2015

      raising our fair value estimate for CF Industries to $250 per share from $215 to reflect ..... midcycle estimate. Natural gas is by far CF 's most important input cost. Natural gas accounts for roughly half of CF 's cost of sales in the nitrogen business

    5. CF Industries Under Review

      Commentary

      Fri, 6 Mar 2015

      We're placing CF Industries under review as we update our long-term ..... which should have a positive effect on our CF fair value estimate. With lower expectations ..... for natural gas prices, our forecast for CF 's costs will decline relative to what

    6. Though Lower Prices and Higher Costs Held CF Back in 2014, We've Increased Our FVE to $215

      Commentary

      Wed, 18 Feb 2015

      raising our fair value estimate for CF Industries to $215 per share from $195 following ..... recalibrated our capital cost assumptions for CF to better align with the returns equity ..... prices will lag inflation. Even so, CF 's volumes are set to grow nicely

    7. How Mergers Can Hurt You

      Headlines

      Wed, 21 Jan 2015

      started. Scotched match-ups include the AbbeVie ( ABBV ) quest for Shire ( SHPG ) in pharma, Yara ( YAR.OL ) for CF Industries ( CF ) in fertilizer and Iliad ( ILD.PA ) for T-Mobile in telecom. As of year-end 2014, the volume of U.S.-targeted M&A stood at

    8. CF Industries Struggles With Higher Gas Costs in 3Q; Shares Look Overvalued

      Commentary

      Thu, 6 Nov 2014

      raising our fair value estimate for CF Industries to $195 per share from $190 following ..... that were part of the deal that sent CF 's phosphate assets to Mosaic earlier ..... over year. Higher gas costs ate into CF 's margin, as natural gas prices

    9. CF Industries and Yara in Merger Talks; Our CF Fair Value Estimate Unchanged

      Commentary

      Tue, 23 Sep 2014

      CF Industries confirmed Tuesday that it has entered preliminary discussions with Norway ..... moat rating for CF is unlikely to change if this deal happens. We think CF Industries is overvalued. The market is probably factoring in lower long-term

    10. Raising Our Fair Value Estimate for CF Industries , but We Still Think Shares Look Rich

      Commentary

      Thu, 7 Aug 2014

      raising our fair value estimate for CF Industries to $190 per share from $180. In ..... adjusted some of our assumptions for CF . Given the firm's ability to turn ..... estimate. Even after the boost, we think CF is overvalued. The market is probably

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