nutrien

[tmyrfield]

https://www.nutrien.com/sites/default/files/2018-06/Nutrien%20Investor%20Presentation%20-%20June%202018-05-29%20Stifel%20Presentation.pdf https://www.nutrien.com/sites/default/files/2018-06/Nutrien%20Investor%20Presentation%20-%20June%202018-05-29%20Stifel%20Presentation.pdf


So who's side do you think nutrien is really on? customers or investors?
Are all companies this upfront about how they can gouge profits from customers?

[bobofthenorth]

Normally when a new competitor moves in the existing companies are nervous. When CPS comes to town the rest of the ag sector relaxes because they know that margins are going to improve. You guys need to shop strategically because these guys are not your friends.

[furrowtickler]

They are spending money all over North America like Ag is booming like crazy .... they must see something the average producer does not .
Good to see investment , just not sure what or who will be there to sustain it .
Huts I guess .

[ajl]

When I have dealt with other suppliers than CPS in this area over the past couple years (one independent and one grain co tied), CPS actually had the better price on urea. They sure make no bones about fertilizer pricing being key to shareholders return in that presentation. Just further proof of what we know: margins are very good in crop inputs.