... Yara lifted FCF as well as ROIC to new levels. Operating figures were impacted by various effects, the most dominant one being lower sales prices. The impact of lower energy prices started to level out earlier than expected. This was not well explained as management shared future gas prices. Incidentally, AlphaValue had removed the share from the active portfolio just some days ago as investors had bought more into risk.

20 Oct 2020
Despite missing the street's expectations...

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Despite missing the street's expectations...
... Yara lifted FCF as well as ROIC to new levels. Operating figures were impacted by various effects, the most dominant one being lower sales prices. The impact of lower energy prices started to level out earlier than expected. This was not well explained as management shared future gas prices. Incidentally, AlphaValue had removed the share from the active portfolio just some days ago as investors had bought more into risk.