MOS News and Press, Mosaic Company From 07/05/22

While Q2 proved significantly more challenging than Q1, the All-Weather Portfolio remains positive for the year. The current countertrend rally may continue, but the bottom to this bear market will probably materialize later this year. Diversification, rotation, intra-quarterly ad...

Our previous Sell rating on Mosaic stock has played out accordingly, as the market digested MOS gains further, despite its "cheap" valuations. It has also significantly underperformed the market recently. We believe it could be consolidating at its near-term support, potentially drawi...

Accelerating production costs and farmers' concerns were the reason for the rally in the phosphate and potash markets. The ammonia price was about $1500 per short ton, and the sulfur price climbed above the level of $400 per long ton. Supply will remain behind the curve amid stron...

European natural gas prices continued to rise Wednesday, as Russian gas imports to the continent continued to fall. Prices for July delivery were up ~7.0% in early trading Wednesday, to the highest level seen since shortly following Russia's invasion of Ukraine. Morgan Stanley's lead co...

At the beginning of the month, we underestimated how fast agricultural commodities would follow base metals down. Although there are good reasons to buy agriculture ETFs as a hedge against geopolitically induced food inflation, DBA is too underexposed to grain commodities to perform t...

Mosaic's share price has now returned to the pre-Russian invasion prices. It appears inconceivable given all we now know. Yet, here we are. Looking dispassionately through the data, we can see that there are valid reasons for phosphate and potash share prices having stabilized. Mo...

Stanley Druckenmiller’s 13F portfolio value decreased from $2.93B to $2.31B this quarter. Duquesne added Teck Resources and Coterra Energy while dropping Alphabet, Carvana, and Palo Alto Networks. They also added a large short position in S&P 500 index through Puts. The...

Fertilizer manufacturing companies are attractive investment candidates as demand grows. Top of this list is four companies. Nutrien Ltd ( NYSE:NTR ) is trading at $80 with a PE of 10.12 and a dividend yield of 2.36%. The Mosaic Company ( NYSE:MOS ) is valued at $46 with a P...

U.S. corn, wheat and soybean futures all fell sharply on Thursday, capping a rough week of sharp declines as fund traders pulled back from sizable long positions in grains on worries about an economic downturn, according to Dow Jones. CBOT corn (C_1:COM) for December delivery settled -5.5% to...

The Mosaic Company (NYSE:MOS) reports its May Phosphates revenue of $502M (+53.5% Y/Y); Potash revenue of $539M (+119.1% Y/Y); and Mosaic Fertilizantes revenue of $786M (+133.9% Y/Y). On volumes front, Phosphates sales rose to 462K tonnes from 553K tonnes Y/Y; Potash declined to 744...