MOS - Mosaic Q1 Earnings: Ramps Up Capital Returns Expect 17% Yield

• Mosaic expects Q2 and the remainder of 2022 to be sizzling strong.
• The biggest detraction investors can bring to the table is that the stock has rallied significantly in the past few months. That's it.
• But looking back tells you nothing about its future prospects. I estimate that Mosaic is priced at approximately 4x its forward free cash flows.
• According to my estimates, Mosaic's capital return program will provide investors with a 17% yield at current prices.
• As always, happy to discuss my thesis further in the comments section.

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