"– The Yara share price is now lower than at any time in 15 years, mainly due to high European gas prices and an expected weak cash flow, as a result of planned investments in carbon-reducing production, says analyst Niclas Gehin at DNB Markets.
– In the long term, however, gas prices are expected to halve, and like other industrial companies, the company will probably have to tone down its ambitions to invest in blue ammonia factories in the US.
According to the analyst, this will contribute to a significant increase in the share’s expected dividends, which in turn could trigger a price increase."
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Yara (YAR) Price target 425 NOK
Yara has reported better than expected figures for the last three quarters and the negative trend in earnings expectations seems to be turning upwards now. This is confirmed by the fact that the negative share price trend has also turned upwards.
Management comments confirm that capital-intensive green investment projects with limited profitability may be cancelled. If they are cancelled, this could provide opportunities for higher dividends.
The share is trading at 1.0x book value and with a direct yield of 6% (with upside potential if investments are cut), which we believe is attractive.