There have been a flurry of negative news about Mosaic (MOS) of late and investors are reacting disproportionately (which is common in a bear market). Mosaic recently posted a special investor update on its website highlighting its approach to manage the business in Covid-19 world. Global lockdown is impacting the company’s operations at three facilities: Miski Mayo in Peru, distribution operations in India, and Patrocinio Mine in Brazil. Miski Mayo and Patrocinio are production side issues while Indian lockdown had created a demand side problem with fertilizer shops shut after initial announcement.
India