So the price of fertilizer isn't going down any time soon. The demand is still there, the supply hasn't eased one bit. The price of Phosphate, Potassium, Nitrogen fertilizers, and Potash continued rising throughout 2022 and the Ukraine-Russia conflict has not made things easier. I'm looking at calls on the upcoming companies that produce these fertilizers cause they are obviously going to get a cut.
For the same reason I'm also looking into metal producing companies, in particular SQM, who produces all the lithium needed for EVs
Calls on :
Mosaic Company (MOS) :
Q1 2022 Earnings : May 02, 2022 After Close
Consensus EPS Forecast : $2.41
Last Year’s EPS : $0.57
Nutrien (NTR) :
Q1 2022 Earnings : May 02, 2022 After Close
Consensus EPS Forecast : $2.86
Last Year’s EPS : $0.28
Sociedad Quimica Y Minera(SQM) (Lithium producer)
Q1 2022 Earnings : May 18, 2022 After Close
Consensus EPS Forecast : $ 1.51
Last Year’s EPS : $0.26
I fell like this is too simple of an idea. The only reason this might not work is because this play is too obvious
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