Tim Beyers
speaker
1,508 appearances
10 recordings
1 series
first heard Oct 2025
last heard 2 Feb
Tim Beyers’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.
Appearances
This one is a pretty simple ticker, CF Industries, ticker CF.
Talking about fertilizer here, Ant, this is fertilizer, hydrogen and nitrogen.
This is a big supplier to the agricultural sector, a lot of ammonia-based, ammonium nitrate fertilizer and so forth.
This is an interesting company.
They generate a huge amount of
of free cash flow.
For the trailing 12 months, free cash flow, according to AlphaSense, was $1.7 billion.
That's through September 30th.
The payout ratio on the dividend is pretty low.
It is averaged between 24% and 35%.
And for a company that doesn't generate a, I mean, they generate decent revenue growth.
They generate a ton of cash.
Do you back
CF to increase the dividend, to raise that payout ratio?
Or has it been it?
What do you say?
Fair enough.
Binning it.
There's your three stocks, dividend growth over the next year, Wabtec, Antsys, Backit, Hasbro, Carl's has been it, and CF Industries, Antsys has been it.
If you want dividend growth,
Showing 1001–1020 of 1,508 · page 51 of 76
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