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    1. 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

    2. 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

    3. 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

    4. 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

    5. 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

    6. 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-based ..... no-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

    7. 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

    8. Mosaic's 2Q Results Weaker Year Over Year, but Pricing Drags Should Abate Soon

      Commentary

      Thu, 31 Jul 2014

      particular, we think potash prices have bottomed. Mosaic’s phosphate volumes received a boost from the acquisition of CF Industries ’ assets, which add roughly 2 million metric tons of annual capacity. We think Mosaic will sell about 15 million

    9. Terra Nitrogen, a commodity based MLP

      Commentary

      Thu, 3 Jul 2014

      to unitholders and the General Partner. The amount of available cash depends on, among other factors, TNCLP's profitability, working capital changes, capital spending and future cash needs." TNH is a division of CF Industries ( CF ).

    10. CF's Nitrogen Margins Shrink in 1Q; We Expect Further Compression Over the Long Run

      Commentary

      Mon, 12 May 2014

      raising our fair value estimate for CF Industries to $180 per share from $175 to account ..... our outlook, we continue to believe CF 's shares look rich. Despite some ..... problems created by poor weather, CF continued to generate nitrogen margins

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