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Consensus Narrative from 17 Analysts
Global Nitrogen Markets Will Suffer Amid Overvaluation Concerns
Key Takeaways Revenue gains and margin strength are vulnerable if supply disruptions ease or new capacity triggers overcapacity, risking overestimated future earnings. Heavy buybacks and reliance on government incentives inflate performance metrics, masking risks from changing regulations and long-term demand uncertainty.
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US$93.56
FV
9.0% undervalued
intrinsic discount
-0.072%
Revenue growth p.a.
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25 days ago
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