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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: Sun Tzu who wrote (52103)2/16/2022 10:09:16 PM
From: ItsAllCyclical4 Recommendations

Recommended By
ajtj99
roto
Sun Tzu
towerdog

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I agree with many of your points on the overall market and supercycle but in terms of the guidance of NTR I haven’t listened to the conference call but I strongly suggest that it’s conservative and the low number Reflects any de-escalation already. Given that I expect oil prices to stay relatively strong fertilizer inputs should stay that way as well making for a decent 2023 but again I haven’t looked deep into this market. I would still say even with $10 of earnings and a $2 billion stock buyback this is likely a $100+ stock and I’ll be buying any pullbacks even in a weak market. Inflation will be declining from this peak but it’ll still be higher than normal and I think this is another good way to play it
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