CF Industries (CF -0.8%) is resumed with a Sell rating at Goldman Sachs, which says...

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Michael Bryant Comments (3505)
 
Higher natural gas costs? And North Dakota is burning it.
12 Dec 2012, 10:59 AM Reply Like

print185 Comment (1)
 
Ammonia prices are stable and may even rise in 2013 and everyone knows about the overabundance of natural gas. Makes me wonder why these so-called analysts put out reports like this.
12 Dec 2012, 11:32 AM Reply Like

hilti Comment (1)
 
Does Goldman have an agenda here ?
12 Dec 2012, 11:37 AM Reply Like

siroccolee Comments (2)
 
The industry low PE is consistent with the risks that GS has sited. The huge expansion plans may be a strategy to offset expected lower margins in 2014. Once the expansion is online, it should be accretive to eps. Why else would they launch a 3.8 B investment?

BTW, I wonder if the latest SEC filing is designed to thwart a takeover attempt.
12 Dec 2012, 12:41 PM Reply Like

Michael Bryant Comments (3505)
 
Natural gas will rise once (LNG)'s export terminals come online. Till then, it will likely stay at $3.
12 Dec 2012, 04:44 PM Reply Like

Gary_S Comments (2)
 
The price for natural gas will stay low as long as it is "unintentionally" extracted while fracking for oil.
13 Dec 2012, 08:44 AM Reply Like