PHOJY News and Press, Phosagro PJSC GDR Reg S

Since the invasion, my funds in Russia have been frozen. I don’t believe central banks really have the will to have very high levels of bankruptcy/unemployment/social conflict. The main concern with oil/gas companies is that the managements insist on reinvestment/growth and...

Praetorian Capital is a “global-micro” hedge fund managed by Harris “Kuppy” Kupperman. The fund is dedicated to seeking non-correlated, asymmetric returns. During the first quarter of 2022, the fund appreciated by 15.55% net of fees. As commodities tend...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Painfully, the ongoing Russia-Ukraine conflict has too many unfortunate victims. Investors who couldn’t get out of beaten-up Russian stocks before international exchanges abruptly suspended trading in Russian shares ...

Nutrien's stock price exceeds my multi-year target of US$90, on the back of the agriculture bull market and the war in Ukraine. The diverging fortunes of Nutrien and Russia's PhosAgro, two of my holdings in this space, highlight the value of a safe jurisdiction. 2022 will be very ...

Just done my best estimates of my portfolio value today. It isn’t looking pretty, down 25%. My worst ever day by a country mile. I usually have a 20% country/stock/idea limit but this is hazy – I have had over 50% in resources for quite a while and have at times put c.30...

PhosAgro PAO Brands, Inc. (PHOJY) Q3 2021 Earnings Conference Call November 08, 2021, 09:00 ET Company Participants Andrey Serov - Head, IR Andrey Guryev - Chairman, CEO & Director Andrey Ryabinin - Senior Marketing Alexander Sharabaika - Deputy CEO, Finance & International Projects C...

With growing calls for a complete global transition of the energy industry to green renewables, the weather-induced shortfall in energy in Europe casts doubt on such plans going forward. It turns out that even with a relatively minor segment of the energy supply dependent on intermitt...

PhosAgro is a Russian chemical company that produces and sells phosphate fertilizers, nitrogen fertilizers and phosphates. Phosphate fertilizer prices are up 87% and nitrogen fertilizer prices are up 53% since the beginning of 2020. We expect high prices for fertilizers due to the...

Back in late May, PhosAgro reported strong Q1 earnings amid rising fertilizer prices. However, I see two concerns: a possible increase in taxes and stronger ruble. PhosAgro remains a great stock to hold, but buying it at current prices looks risky. For further details see: ...

The company reported decent full-year results recently. The last year was good for PhosAgro, and 2021 will be even better. I look at PhosAgro with optimism in the mid-term, but the stock looks pricey at the moment. For further details see: PhosAgro: Great Performance Loo...