CF Industries Holdings Inc (NYSE:CF)

$ 76.22 -1.1 (-1.42%) Market Cap: 13.93 Bil Enterprise Value: 15.38 Bil PE Ratio: 12.66 PB Ratio: 2.58 GF Score: 88/100

CF Industries Holdings Inc at Bank of America Merrill Lynch Global Agriculture and Materials Conference Transcript

Feb 28, 2019 / 05:45PM GMT

Release Date Price: $42.2 (-2.65%)

Transcript 10-K

Steve Byrne

BofA Merrill Lynch, Research Division - Director of Equity Research

My name is Steve Byrne. I cover U.S. chemicals for BAML. Up here with me, Dennis Kelleher, he's the Senior Vice President and CFO. Dennis has been with the company for almost a decade. He previously had strategy and financial roles at BP and Amoco.

Also up here with me is Bert Frost. Bert is also a Senior Vice President at CF, been there a little over a decade, he responsibilities for sales, market development and supply chain. So welcome to you both.

Questions & Answers

Steve Byrne

BofA Merrill Lynch, Research Division - Director of Equity Research

So I think where I'd like to start off is the nitrogen outlook in the U.S. market. And I'd like your view, Bert, on what are the dynamics going on right now with respect to where is the product sitting in the supply chain, is it at the producer level, is it at the distributor level? How much of it is still waiting for growers to step in and start to place orders? The reason I ask is we did a survey of ag retailers

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