בס״ד

Pocketing 5400% and 2000% on our way to a Fertilizer Crisis! (NTR, NVT, CROX)

Posted on March 27, 2023

Nutrien Ltd. (NYSE:NTR) used to be Potash Corp. of Saskatoon, Saskatchewan.

They changed their name, of course, for public relations and stock-goosing reasons.

Because, as you know, “Potash Corp” can only carry you so far in a world of sleek lines and Madison Avenue marketing.

That said, we’re talking fertilizer here, friends.  Not some flashy, AI-powered business.  Not so perfumey, either.

But lots and lots of portfolio growing potential.

Today’s trade could bag us a 6567% return.

STOP!  You’re killing me!

Before we get to the dirt hawkers, though, we’re closing two trades for a very nice take.

And it goes like this—

Our NVT trade reached your greasy, honey-garlic chicken fingers two weeks ago on March 13th.  The letter was called One With Electronic Potential, and it recommended you sell the NVT May 19th 40/45 CALL spread for $2.80 and purchase three (3) NVT May 19th 40 PUTs for $0.95 each.  Total debit on the bet was $0.05.

And now…?

We’re urging you to buy back the CALL spread for $2.20 (2.80/0.60) and sell the three PUTs for $1.65 each.

That gives you a NET $2.70 return on just a nickel laid down—in a mere fortnight!

And that’s a dapper 5400%.

YOWZA!

Next up is our CROX initiative, whose details can be found HERE.

In brief, we’re holding the June 16th 120 synthetic short and a credit of $2.10.

The short can be closed for net zero (13.10/13.10), and we believe that’s as good as it may get for the time being.

Get it done, and you cross the finish line with $2.00 NET on a dime laid out.

And that’s 2000%.

The Four-Minute Trade Barrier

And now to this week’s action…

We start with the numerical dirt on NTR, whose fundamentals look like this—

  • P/E is a lowly 3.71, while
  • The Dividend Yield is 3.96% (decent, yeah?).
  • Price to Book is just 1.05 (also good), but…
  • Analysts’ consensus EPS for next year foresees a LOSS of 12.46%, and…
  • For the next five years, average LOSSES of 4.93% per annum.
  • Earnings revisions continue to be lowered as we speak, and that could be ominous over the near term, as the chart below illustrates.

Have a gander—

The walls are tumbling!

And Hashem is guiding them earthward…

With kind regards,

Hugh L. O’Haynew

 

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