Nutrien: Solid Fundamentals, But Limited Upside At Current Prices
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IWA Research1.88K FollowersFollow5ShareSavePlay(11min)CommentsSummaryNutrien (NTR) remains a Hold, as current valuation offers limited upside without a major commodity upcycle. NTR is streamlining operations, divesting non-core assets, and focusing on potash and nitrogen volume growth, adapting well to the current environment. Geopolitical risks, commodity price dependence, and supply-side expansions like BHP's Jansen project temper the investment case. Intrinsic value estimates align closely with current price, supporting a neutral stance in the face of potential industry headwinds that can offer a better entry level. shansekala/iStock via Getty Images Introduction Back when I last covered Nutrien (NTR), I highlighted their solid results and cost reduction initiatives, which continued in the quarter prior to that, being a solid business to consider for exposure to vitalThis article was written byIWA Research1.88K FollowersFollowAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortable with several other industries, such as consumer discretionary/staples, REITs and utilities.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AGRO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.