Seeking Alpha

CF Industries (CF) is one of the leading global fertilizer producers. The company has significantly outperformed the market since its IPO in 2005, returning over 1100% over that time period. And yet the company remains poised for outsized returns. CF Industries provides the most exposure to the North American nitrogen fertilizer industry, which has superior market dynamics than other fertilizer markets. Within this industry, CF has created a stronghold. CF has positioned itself to minimize costs and continue achieving economies of scale. The company is poised to increase its influence and grow through further capacity expansions. And yet the company is trading at a steep discount from multiple perspectives. A discounted cash flow analysis illustrates that the...

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