Report
Colin Isaac

Seasonal headwinds provide an entry point

NTR shares remain volatile into a typically weaker period for Ag stocks in Q2, and reflecting volatility in commodities from urea and soybeans to lithium. Nevertheless pro-forma financials have increased earnings visibility, fertiliser fundamentals are improving and grain prices seem set up for further gains. We continue to believe NTR offers an attractive risk profile and significant long term upside.
Underlying
Provider
Atlantic Equities
Atlantic Equities

Formed in 2003 by an established team from Cazenove, one of the most respected investment banks in the UK, Atlantic Equities conducts and publishes fundamental, bottom up research on mid and large cap US companies.

Atlantic provide order execution through a wide range of DMA products and algorithmic trading suites.

Analysts
Colin Isaac

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