NTR

Specialist_Dog_4744

Fuck that guy shilling NTR calls

teh_herper

That's what u get for liking NTR

oilyjack69

NTR being flat with the closure of the straight of Hormuz has me feeling like a crazy person. Stocks that are a more pure nitrogen fertilizer play like CF are up 35%. Buying calls for after there may earnings.

GrossFleshSack

Why did I close my USO calls and let my NTR calls run instead of the other way around? In fact why didnt I keep them both open damn, anyways NTR taking its sweet ass time.

GrossFleshSack

i am holding these NTR calls with my goddamn life this shit is going to POP when fertilizer shock starts to really kick in, CF already mooned, can go bigger, but NTR hasnt taken off yet, also who wouldnt want to trade a ticker called NTR?? Got me bricked. NTR to the moon

GrossFleshSack

SPY puts sold, picked up TSLA puts instead, letting USO and NTR calls ride.

GrossFleshSack

Alright, im heavily leveraged for iran negotiations to be absolute nothingness and the conflict to shortly resume, the strait to remain closed. SPY puts, USO calls, fertilizers(NTR) calls, and for a little fun we got those BYND calls too.

PrimeBuilder8888

Oh for sure it is, I’m heavy on NTR and MOS. It’s something at the beginning of the chain that affects the entire food system. Not flashy and people don’t really think about it, but agriculture has been really good to me so far.👌🏻🥂

teh_herper

I do love me some NTR 🤤🤤🤤

nemodigital

CF ran up last few days and only backtracked today's massive gains. MOS and NTR are holding just fine after hours. The fertilizer must flow 

Shot-Welcome-2822

Stopped options just moved everything into SPXU,NTR and USO. Gonna chill for a week and see how this plays out. Spy acting like a meme stock is pure fuckery.

nemodigital

Yep, MOS and now MOS is rocketing along with NTR and CF. Best part is that this is just getting started.

dakdude

I think this is the overlooked point w MOS. People buying bc they think it’s the same type of fert stock as CF or NTR but I think they are gonna get hit by this. Dude prob will still print tho lol

cedrus_libani

I bought NTR on Friday. My bet is that natural gas will be significantly cheaper in North America than elsewhere during the next year or two. I'm by no means a commodities genius, I only just learned that fertilizer is basically made out of natural gas...but NTR is still well below the Ukraine peak, and we might be going back to that level of supply disruption or worse. It could be a long slow uptrend as the situation unfolds; that's why I bought stock and not calls. Good luck to us both.

Bravadette

Yeah but MOS is sus. Why not NTR or CF

cochinescu

CF has solid US exposure, but have you looked at NTR? They're based in Canada but have a big North American footprint and could also benefit if global supply stays tight. Is anyone seeing similar setups in global ag or shipping plays?

Quiet_Ad_9073

Can't wait for the NTR report, and don't forget China had stopped exporting one of the fertilizers, so it was a two-pronged shortage happening.

Thisispaartaaa

Nutrien - NTR

YouDunnoMeIDunnoYou

Its not sleeper, NTR.TO already went to the moon.

try_repeat_succeed

NTR is down 13% since Mar 12 so ¯\_(ツ)_/¯ I was up 8% and now sit down 2%. Bought first week of march.

dakdude

Fert stocks moved a lot 2ish weeks ago and have come down. Probably still some upside here as the actual supply constraints hit and not just a reactive FOMO/TACO market move like before. The quick money might be done but CF and NTR prob better than MOS shorter term (NFA). I’ve given up trying to trade Iran and just looking to get discounts on stocks I like

CanadianAbroad7

Been holding Nutrien ($NTR) since $60 and loving it

version-two

I made money on the first move, but I don’t think that was the final move. There had been bullish momentum on CF, NTR, and MOS for several months. The charts show us that. But I believe that was because they were largely ignored and are somewhat of a seasonal sector. IMO, left behind during the AI run in 2024. In times of uncertainty, and war, money moves back into producers, industrials, etc.. I think smart money is building back up. Yes, they ripped briefly but at that time everyone was already saying the “war” would be over in a week. In terms of valuation, they’ve been rerated. I’m in fert, I think this pull back was intentional and needed, but we aren’t going to see the numbers on this sector and the true effect for a bit. Thesis falls apart if they trade down or sideways for the next 30-40days. I think it was a fake out, and I’m pretty sure a long position prints on all three..

nemodigital

I've gone balls deep on NTR and MOS, the problem with MOS is that they require sulphur to process their fertilizer and as such are paying a steep feel. CF and NTR are the better play, having said that MOS has been punished for this and might bounce back.

proofreadre

CF, NTR. UAN and LXU could be big beta players as well.

1mp3rf3c7

Nice picks, I hold SOIL, skipped on TNZ and VLE unfortunately. Might still have a lot of upside though. Will look into the sulphur play. Fertilizers took a big hit this week and might be a good entry, NTR/IFOS. Helium is another interesting play. AVN, HEVI, PLSR.

Sea_Cry_3968

I had RIO also on the list. Along with FANG, NTR, FRO, DHT. I could probably risk it and still try but I'm more mad I pinpointed a few good ones and held back when I should have trusted my gut

OilBull

Doubling down on MOS, CF, NTR, BNO

AshamedImagination50

Soooo MOS/NTR/CF goes down with oil going up AND down? Lmao

Full_Cash6140

What do people think about fertilizer stocks like MOS and NTR with this war disrupting things?

jeffynihao

$CF and $NTR calls as Strait of Hormuz gonna stay closed forever. Fertilizer will become the next bottleneck as we enter farming season. Food prices gonna skyrocket since no one is able to trade. It's not just about oil.

theJimmybob

These Fert names... powder keg status again $CF $MOS $IPI $NTR

version-two

I think profits were taken and oil dropping dragged them down. Maybe increased shorting. I DCA’d some more and hedged with some short term puts. The reality is the thesis hasn’t changed, and although I haven’t had time to check on the daily news, I don’t believe we’re any closer to a resolution in that strait. If we see a heavier drop this week, I’ll probably cut my losses. NTR, CF, MOS have all had decent runs over the past few months, but I also believe they’re trading below fair value. What I think happens - tute’s buy more now or in the coming days. Retail jumps in as the war lingers, and hopefully I’m right. I’m a bull in general and I’m still long tech and data centers, but I don’t see any rationality in the market today and they can’t ignore the effects on oil as it persists. TLDR still long fert - dca’d until the vibes or situation changes. Hedged w puts and will exit if things jump off a cliff tomorrow.

moderndayvenom

what do u think now that NTR and MOS have dipped further today?

Thisispaartaaa

Urea and Sulfur prices are rocketing because of Hormuz....NTR (Nutrien) - I like the stock, and really like the company as a whole.

TracyM45

Fertilizer  $NTR up 46% $CF up 52%

retard_trader

Probably watch price action in fertilizer and oil. You could have a good setup if oil tanks and a good setup if fertilizer moons. XOM, OXY, USO, CF, NTR, MOS. Just don't use more money than you can afford to lose, 200k is a down-payment on a big house.

retard_trader

I chose MOS because it's the farthest off its highs. It lagged NTR and CF when the strikes initially happened, probably because they mainly produce phosphate, whose demand typically lags nitrogen and urea. My thinking is that if MOS even scrapes the highs of the Ukraine war, I'm up 1000%, so my base case is $40 and I'm still up like 400%.

Hamzehaq7

looks like you've got a solid mix! tbh, i think your allocation is a bit heavy on individual stocks. VOO is a great core holding for steady gains, but maybe trim some from NTR or Joby to add more to something like utilities or consumer staples? those tend to hold up better in rough markets. also, you might wanna check in on how CRISPR and Joby are doing—kinda speculative, and could be volatile. but hey, if you're into them for the long haul, then stick with it! overall, just make sure you’re comfortable with the risk level. keep it up!

nemodigital

Holding MOS and NTR, loaded up on additional MOS shares on Fridays dump.  The party is just getting started.

AdjustDeezNutz

I bought NTR because it has a funny name.

AdjustDeezNutz

Getting NTR'd https://preview.redd.it/1rqjp4zyuuog1.jpeg?width=1116&format=pjpg&auto=webp&s=4ee2f7968d326f3787d69eac5dd40f3c3f4bb402

version-two

Look at NTR 5yr chart. I think there’s time

nemodigital

This is why I loaded up on MOS and NTR.

nemodigital

I totally get you as I've got SQM shares as well along with MOS, NTR and MOO ETF . I'm up to the tits in fertilizer.  This is a once in a decade event.  MOS in particular was an easy value play.

fsmiss

NTR keep pumping

nemodigital

MOS and NTR again... Still got more juice to squeeze!

Maximum-Side-9391

Yea it's why all the fertilizer stocks are up at or above their 52 week highs...if you want to gamble on them I would look at cheaper one so you don't lose your shirt or buy call that expires next 30 days and also buy a long put that expires later this year. Use the 5 yr chart as a basis because the last time most had their ATH was in 2022 following the ukraine war starting. Will give you an idea of how high some could potentially hit before they drop back down. NTR, LXU and MOS are some other ones.

redditfirefly

Unfortunately, the world as we knew it is blowing itself up, literally and figuratively. We will need to retrench, rebuild, and become more self sufficient. Along with other defensive assets,I am long on industrials, infrastructure, construction, materials + CF, CTVA, NTR, LAND, VMI for agriculture. I am looking forward to better days for all of us.

DopeBook

NTR up about 48% for me! Almost a monopoly on potash out of Saskatchewan.

scroto_gaggins

Was looking at NTR, LXU, and WEAT calls but probably waited too late

creemeeseason

I had calls on CF and NTR. Closed CF last week at a 100% gain. NTR currently up 450%. Sold a little NTR today, just as risk management. I'm actually mad because I held off buying because I thought no one would be foolish enough to fight a land war in Asia (or go up against a Sicilian when death is on the line, but I digress). I'm still riding the rest. It's got a high RSI, but there's such a squeeze in prices and the market was really late to the trade....

nemodigital

NTR is good too, buy both

drew-gen-x

I hear ya. That will be the safe & smart move. But then I compare that unnamed stock vs $NTR and look at the 5 year charts for both. I'm taking the risk and holding.

Initial_Ad_9250

Who tf names their ticker NTR? Did they at least ask the Japanese gooners before engaging in this tomfoolery

Fauster

I think we are pretty screwed. I usually have 5% long puts and bear spreads but I am creeping up to 10%. My barbell is evil; oil and fertilizer companies. I think some of the shippers will make bank with higher fees, but they aren't trading like that now. There is a bid for fertilizer stocks. We will have 20% less fuel and fertilizer until this ends. For me, this means OILK, NTR, VLO, CF. Hopefully I won't have to own these for long and they will tank overnight when the war ends. Why things are bad: This talk about missiles and drone launches happening infrequently are one thing. However, Iran has artillery. Lots of it. They can fire mobile artillery in the mountains, move and hide, do it again. This doesn't give the precession to hit a ship you can't see, but Iran can carpet bomb the narrowest choke point of the SoH. While the Trump WH is saying they will escort ships, many, many, many ships have allegedly asked for escorts and have been refused for a reason. That's because they run the risk of artillery shots getting lucky. I don't know that an escort will play out this way, I don't have a military background, but this is my base case. This is a modern war that is most like the war between Russia an Ukraine. Think lots of trenches, new secret holes being bulldozed out of mountains in undergorund missile cities with infrequent drone and LR missle attacks. I think boots on the ground is probably what it takes to prevent Iran's capability of raining down projectiles. But, still net long, though carrying cash and shorts. Jamie D's comment on BAC the other day means I'll probably take out super long duration bear spreads on them the other day. He knew that banks had a private capital problem and he hinted at it without saying something that could get him sued. Jamie D warned us about private capital in his particular way that prevents him from being sued, and he just did that with BAC. It is clear that Trump is TACOing and laying blame on Rubio and Hegseth and Hegseth will probably be the next to go, thank God. But, it takes two to TACO. Assassinations and decapitation strikes are illegal under US law. Only congress can declare war under US law. Assassinating the entire leadership of a country is certainly a declaration of war, full stop. The decapitation strike **could not have gone worse.** The father and wife and other family members of the new Ayatollah were assassinated and he survived with injuries. He is described as being more religious than his father. Can you imagine a Catholic being described as more religious than the pope? That's how bad a short straw we drew. The IRGC is its own independent organization that will only go along with the Supreme leader if they choose violence, all three parties, the clerics, the army, and the IRGC (40% of Iran's economy is IRGC jobs) are aligned. They can do massive economic damage. THey can curtail oil production. This world still runs on oil. Hopefully, I'm wrong, and then I'll take a day or two of steep losses with my hedges and then it is back to groundhog day, MU, EWY, are still my favorite stocks. I will overweight before earnings. I don't think the market really understands the battlefield. I don't think the market really understands Iran. I think people are overconvident, but I will be long and hedged all they way down to the bottom. They, hopefully, I will only be straight long, no barbell, no chaser. This is a high-risk regime though. It is more important to hold onto money you made then to make money when the bears are out. But don't go full Forest Gump and sell everything.

creemeeseason

I don't think crude is the best indicator to watch, though it gets the biggest headlines. The crude market is being pressured through SPR releases and other means. Look at the names that get impacted quickly and have no marginal supply. CF is a great indicator and is up strongly today. Fertilizer is extremely tight, bordering on shortages. NTR and MOS also doing well. LYB makes chemicals, and they're looking at shortages. Also up. Cheniere energy (LNG) is another great bell weather of LNG availability, and that stock is still strong.

version-two

NTR. See you at the top (5yr)

Garbage-Disposal-938

The fertilizer industry is picking up CF: 9.16% MOS: 10.08% YARIY: 4.34% IPI: 8.08% NTR: 4.23%

version-two

Not FA. NTR.

OilBull

Latest Intel I have for you all is that Iran has placed tens of millions of dollars (USD) on Oil futures. They’re going to issue a statement restricting absolute access, driving Oil to their target of $200. I highly recommend you regards get CF or NTR if you’re too scared to get into oil at this price. Nitrogen > fertilizer > crops/beef/chicken/egg prices. They’re looking to destabilize us structurally.

Hamzehaq7

bro, totally feel you on that. MOS has been flying under the radar while CF and NTR are grabbing all the headlines. that whole strait situation is wild and could really shake things up for the fertilizer market. with shipping risks like that, I can see why you're bullish on MOS. plus, their domestic ops definitely give it an edge over the Canadian companies. I’m in at a similar avg but kinda wish I had grabbed more at those lower prices. targets in the $33-38 range seem doable if this plays out as you’re saying. it's nice to see some action today too with that +10%! let's see if it can hold that momentum. what do you think the timeframe is for those targets?

Garbage-Disposal-938

some fertilizer names: CF, MOS, YARIY, NTR but I don't have a lot of confidence in these.

nemodigital

Fertilizer gang rides again... MOS and NTR

LKM_44122

CF +6.15%, NTR +2.31%, MOS +5.32% - whole sector is running. I picked MOS because CF and NTR already ran 25% and 23% before all this started, MOS had the most room left. Still does. I hope lol.

creemeeseason

I've mentioned a few times on here, plus have calls on NTR... fertilizer. There's no reserves to tap and huge chunks of world supply are at stake. Second order effects...higher crop prices. Something like ADM would be a decent play there (also long calls for me). Natural gas also seems like an obvious play because there's no reserve stockpiles...but I'm not daring enough to work that trade. Petroleum derivatives like PVC are also at risk. WLK is the first name that comes to mind. Also, I believe titanium has some connection to oil production, but I'm working on that still.

creemeeseason

I've done a little hedging. I bought some OTM calls for April on XOM. If oil goes nuts....gravy. If not... I'm out a few bucks. I also mentioned last week that I bought some calls NTR and ADM. Both have been doing well regardless and will benefit from the closure. Same deal, I might make money regardless, but won't lose a ton, and stand to do well. It's also pretty apparent from futures pricing last week the market was not pricing in higher oil for longer. Summer and fall contracts barely moved. Of course, now the Treasury is saying they're going to short futures to artificially suppress the price...which works til it doesn't. So you can make some asymmetric bets. I don't think it's an either or with a MSFT. Very different play. If you buy MSFT, I'd assume you're buying and holding. In comparison, anything with commodities has a shelf life. Also, if oil goes nuts, MSFT is not going to work in the same timeframe. So it's nice to have a little insurance.

fsmiss

$NTR thank me later

chromegreen

IPI and NTR fertilizer is going to moon. The gulf states are going to spend stupid amounts of money getting oil production back on line later HAL SLB BKR If the desalination plants really get wrecked FLS ERII

nemodigital

Fertilizers are also rocketing, MOS, NTR and IPI.

nemodigital

Fertilizers as well, MOS and NTR

eoiioe

NTR/UAN but they’ve already had a hella run up recently

DopeBook

My NTR is up 26% over the past 90 days. Biggest potash producer in the world.

creemeeseason

I bought calls on CF and NTR. CF makes ammonia fertilizer and that's the most impacted type. The price action reflects this. I bought NTR because there is no price action yet. I went with very small amounts of calls because either I'm right, the straight stats closed and they moon; or I'm wrong and don't lose much. CF and UAN are the two biggest direct beneficiaries. MOS less, but would be fine if all prices go up. IPI is a nice small cap.

Lonely_Ferret_2297

NTR

Kachowxboxdad

I’m holding a bunch of NTR please don’t

drew-gen-x

I just added $NTR to my port. Nutrien missed on EPS but beat on revenue due to a 37% increase in potash sales YOY, +11% nitrogen YOY, and +17% Phosphate YOY. It might take a couple days for the market to digest these numbers as the company did miss estimates, but I am betting the commodity supercycle is here. $DE and $CF have skyrocketed this morning. I don't want to buy tech stocks in this market cycle, I want to buy physical tangible assets that have demand worldwide that AI can't duplicate or replace.

nemodigital

Fertilizer gang coming out of the woodwork. MOS, NTR and SQM where you at?

drew-gen-x

Agreed. That's why I have been buying $MOS which is potash & phosphorus and trading at a discount to $NTR. Crude Oil is interesting. I am more interested in the $OIH stocks ($HAL) and the pipelines over the pure crude oil stocks. I do think we are seeing a repeat of the market being to forward looking on the electrification of America. I've long compared crude oil stocks to the tobacco stocks in the 1990's. Yeh, we are moving away from crude oil, but the market is pricing in the transition 30 years to early. Just like when I was a kid, everyone could tell cigarettes were on their way out beginning in the 90's. The problem was the market was discounting the next 30 years of revenues until that transition happened. And even now, those nasty nicotine pouches are still making Phillip Morris & British Tobacco profitable.

its-me-reek

Copx I just posted. GLD, NTR, EOSE haven't posted around the same size. APLD is my largest position

Kachowxboxdad

YUP! Holding 200 NTR shares

devereaux

Nutrien and Mosaic are the big ones. NTR and MOS

nemodigital

Potash is a rock but is not shiny, does it count? NTR and MOS gang.

Kachowxboxdad

I agree. Not all Canadian assets will be equal though, I’m holding CNQ CVE and NTR

Kachowxboxdad

When the Europe stuff popped off last weekend I thought at least I have my Canadian stocks This weekend I think at least I have my European stocks On the bright side when all this blows over everyone will have a greater understanding for the value of NTR CNQ and CVE and I’ll snag some other Canadian stocks Monday and Tuesday Orange man relents Tuesday evening most likely in time for Melania to ring the bell Wednesday morning

Kachowxboxdad

If CNQ CVE or NTR drops a penny on the tariff drama it’s a buying opportunity.

Kachowxboxdad

Despite the declines today is a good day to buy CNI CP CNQ CVE and NTR because they will benefit from expanding partners and investment in industry

Kachowxboxdad

Gold and silver already ran. International oil is good. I also bought Canadian railroads, NTR RIO and BYDDY. I think Europe will be slowly repatriating its money back to European stocks, maybe faster now. I still suspect European stocks will dip Monday (euros sell) / Tuesday (Americans sell) and it’ll be a great dip buy opportunity I bought a bunch of PELI on the Greenland madness that’s cracking open and will get out once I think we’ve hit peak mania and then rotate that into SCHY I think. I suspect the big 2026 trade will be land. So FPI FDP MLP UMH PSTL for US & VNQI for international Brkb may take a hit on Tuesday but it’ll recover fast

BrobaFett_1

I'm late to the game since Drew has been pounding the table on this for months lol, but I'm looking to choose between MOS and NTR soon

drew-gen-x

I was spamming chat yesterday about the 2022 tech rotation into commodities. Today $MOS, $NTR, $CF are all up 5-6%. I'm glad I added to $MOS yesterday over today.

drew-gen-x

$MOS, $NTR, $CF, $HAL, $OXY, $DVN, $APA, all up +3%. If you don't own a position in some of the commodity stocks, you are making the same mistake as those that weren't buying Gold before 2024. We are seeing a similar market rotation out of tech into commodities as we saw in 2022.

WeenieWang_

# They're all into NTR.

WeenieWang_

# Being a ghey ber is a form of NTR and it SHOWS

DopeBook

If you are looking for the largest established miners, NTR is the largest for potash with six mines in Saskatchewan. FCX is NA’s largest copper miner with its operations in east AZ. FCX will report earnings on Jan 22nd.

DopeBook

FCX for copper and NTR for potash are two you could add in.

BlackFlames01

Hardcore NTR JAV? Such as what? Asking for educational purposes. ☝️

FaithlessnessDull336

I’ve watch some hardcore NTR JAV that’s less vile than this, including the bbc category.

Gandalfderblaue41

Which bubble...yeah AI Stocks are running hot...but the companies also show growing margins, NTR, more FCF... Other sectors like medicine are not very good at the moment....

fungoodtrade

NTR?

rainman_104

XIC mostly. Some FFH, BN, CNQ, NTR. ( Which XIC holds btw ). I also have XEM and XEF for Europe and emerging market exposure. Emerging has done well for.me too. I reduced my US exposure because of currency risk mostly. I think the USA is printing money pretty fast and tariffs are reducing demand globally for usd.