The Mosaic Company (MOS) stock has mostly traded down over the last ten years, but there are signs that this might be up for a change. Yes, there have been many head fakes before but this time we are seeing a unique confluence of improving macro environment, both short-term and long-term, a lean cost structure that is lean enough to allow value flow down to shareholders.
Like any other commodity business, top-line growth for Mosaic is largely driven by macro factors, i.e. economy, agricultural commodity prices, weather, local government policies, etc., and it's the management