Seeking Alpha

Terra Nitrogen Co. LP (TNH)

  • Wed, Aug. 5, 6:01 PM
    • Terra Nitrogen (NYSE:TNH): Q2 EPS of $3.31
    • Revenue of $153.6M (-8.3% Y/Y)
    • Press Release
  • Wed, May 6, 5:57 PM
    • Terra Nitrogen (NYSE:TNH): Q1 EPS of $2.03
    • Revenue of $126.6M (-28.8% Y/Y)
    • Press Release
  • Tue, Feb. 17, 5:34 PM
    • Terra Nitrogen (NYSE:TNH): Q4 EPS of $3.05
    • Revenue of $168M (-0.2% Y/Y)
    • Press Release
  • Nov. 5, 2014, 5:42 PM
    • Terra Nitrogen (NYSE:TNH): Q3 EPS of $2.60.
    • Revenue of $135.1M (+5.2% Y/Y).
    • Press Release
  • Aug. 6, 2014, 5:59 PM
    • Terra Nitrogen (NYSE:TNH): Q2 EPS of $3.16.
    • Revenue of $167.5M (-22.2% Y/Y)
    • Press Release
    | 1 Comment
  • Feb. 18, 2014, 4:47 PM
    | 1 Comment
  • Jan. 6, 2014, 12:35 PM
    • The Obama administration is considering measures to toughen rules on fertilizer plants, farmers and oil drillers using or storing explosive chemicals such as those tied to a fatal blast in rural Texas last year, Bloomberg reports.
    • Among policies being considered: lowering the threshold at which the government would be notified that ammonium nitrate is being used or stored; requiring farmers and oil drillers to report on explosive chemicals they possess; and adding chemicals to the hazardous substances lists.
    • Related stocks: POT, CF, TNH, MOS, IPI, AGU, MON, BG, SQM.
  • Nov. 18, 2013, 12:45 PM
    | 1 Comment
  • Jul. 31, 2013, 2:21 PM
    • Although some analysts hold out hope that potash producers Uralkali and Belaruskali can settle their differences and reverse the damage from yesterday's breakup, Uralkali's CEO says it's not happening although he could consider joining with Belarus in a Swiss-based trading company.
    • He believes new global potash projects will be delayed, and sees global potash demand rising to 59M-60M tons in 2014 from 54M-55M tons in 2013.
    • Separately, Potash (POT -4.9%) confirms the Toronto Stock Exchange's approval of a previously announced ~43.35M share repurchase program.
    • MOS -2.8%, IPI -7.4%, AGU -2.1%, SQM -4.9%, CF -0.5%, RNF -1%, TNH -1.3%, UAN -0.4%.
  • Jul. 29, 2013, 3:24 PM
    • More on CF Industries (CF +10.1%) from Dan Loeb: "We believe its structural cash flow generation strength is misunderstood and that management should deliver a much larger dividend to its shareholders. Such a dividend would highlight the sustainability of its cash flow generation and lead to a substantial re-rating." (earlier)
    • Josh Brown: "Dan Loeb is the last of the marquee name hedge fund managers with the aura intact. So CF Industries goes vertical on his buy."
    • Potash peers: RNF +4.1%, AGU +2.5%, TNH +2%, MOS +1%, POT +1%.
  • Nov. 5, 2012, 6:32 PM
    Terra Nitrogen Company, L.P. (TNH) declares $4.12/share quarterly dividend, -2.1% decrease from prior dividend of $4.21. For shareholders of record Nov. 16. Payable Nov. 29. Ex-div Nov. 14. (PR)
    | 1 Comment
  • Jul. 18, 2012, 10:41 AM
    The corn crop is gone, says Dennis Gartman, and despite already high prices, corn and corn-related shares should be bought on any weakness. Stay away from fertilizer stocks, however tempting as they may be as a proxy to corn. Buying them on the premise that laying more fertilizer will save the crop is just a "silly idea," Gartman quips. Fertilizer may be needed next year, but right now, anybody who's laid some down already wishes they hadn't because the crop is completely destroyed. (video)
  • Mar. 29, 2012, 1:17 PM
    Mosaic (MOS -5.7%) is off sharply falling its FQ3 miss, which was marked by slumping margins. The timing of the miss is unfortunate for Stifel, which is starting coverage on rival Potash (POT -1.8%) with a Buy, arguing continued crop pricing strength and Chinese demand will give shares a lift. Also trading lower: CF -3.5%. TNH -2.5%. AGU -1.3%. (previously)
    | Comment!
  • Jan. 19, 2012, 3:18 PM
    Prices of most retail fertilizers slip for the seventh straight week, with the potential to hurt fertilizer stocks such as CVR Partners (UAN), Terra Nitrogen (TNH) and CF Industries (CF). On the flip side, lower natural gas prices - which fell to a 10-year intraday low today - should reduce fertilizer production costs. (submitted by Todd Johnson)
    | Comment!
  • Dec. 1, 2011, 9:26 AM
    Four new names on Daniel Miller and Jason Robinson's Wall Street Bean Screen for December, exhibiting fundamental strength: TNH, FCFS, TEO, MSFT. Their overall top five: HITK, CEO, RES, EZPW, GRMN.
    | Comment!
  • Sep. 28, 2011, 9:49 AM
    Shares of fertilizer-related companies open lower across the board, led by Terra Nitrogen (TNH) down 2%. Decliners: CF -1.8%, MOS -1.6%, AGU -1.4%.
    | Comment!
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Company Description
Terra Nitrogen Co LP produces and distributes nitrogen fertilizer products. Its products include anhydrous ammonia and urea ammonium nitrate solutions.