The Mosaic Company

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  • Oct. 11, 2012, 11:51 AM
    CF Industries (CF +2.7%) and other fertilizer stocks rally after the U.S. government says corn inventories will fall even more than expected following the Midwest drought; global inventories will hit 117M metric tons as of Oct. 1, down from an estimate of 124M last month. "This report signals there is absolutely no supply cushion," a trader says. Also: MOS +2.1%, POT +2%, AGU +1.6%.
    | Oct. 11, 2012, 11:51 AM
  • Oct. 4, 2012, 6:03 PM
    Mosaic (MOS) declares $0.25/share quarterly dividend, in line with previous. Forward yield 1.81%. For shareholders of record Nov 01. Payable Nov 15. Ex-div date Oct 30. Shares -0.5% AH. (PR)
    | Oct. 4, 2012, 6:03 PM
  • Oct. 3, 2012, 10:54 AM

    Lazard Capital downgrades Mosaic (MOS -1.3%) and Potash (POT -2%) to Neutral from Buy, warning investors not to consider yesterday's dip in MOS a buying opportunity. The firm expects potash prices to drift lower despite strong crop fundamentals which will support fertilizer demand, and doesn't see any catalyst that would lead to meaningful stock price gains.

    | Oct. 3, 2012, 10:54 AM
  • Oct. 2, 2012, 5:45 PM

    Mosaic (MOS -3.8%) shares sank after a disappointing FQ1 report, but Citi still rates the stock a Buy, noting the possibility of a settlement contract with China this year and India potentially coming online in 2013, which would allow MOS to reach the high end of its potash shipment forecast. Phosphates should cause less of a drag in the future, given an improving inventory outlook.

    | Oct. 2, 2012, 5:45 PM
  • Oct. 2, 2012, 11:13 AM

    Ag stocks are sinking after Mosaic's (MOS -4.6%) weaker than expected results and conference call comments that fertilizer prices haven't risen in tandem with grain prices due to a weaker macro environment and greater supply uncertainty. Potash shipments are expected to decline in 2012 vs. 2011 before rebounding in 2013. POT -2.9%, CF -1.7%, AGU -0.4%.

    | Oct. 2, 2012, 11:13 AM
  • Oct. 2, 2012, 7:20 AM

    More on Mosaic (MOS): Lower phosphate sales (off 30%) and prices (off 8%) are behind an 18.4% Y/Y decline in earnings and 19.3% decline in revenues. Potash sales of 1.9M tons come in at the week end of expectations, thanks to soft demand in China and India. FQ2 guidance: Phosphate sales of 3-3.4M tons (vs. FQ1 of 2.7M) and potash sales of 1.6-1.9M tons (vs. FQ1 of 1.9M). Shares -1.7% premarket. (PR)

    | Oct. 2, 2012, 7:20 AM
  • Oct. 2, 2012, 7:04 AM
    Mosaic (MOS): FQ1 EPS of $1.01 misses by $0.15. Revenue of $2.5B in-line. (PR)
    | Oct. 2, 2012, 7:04 AM | 1 Comment
  • Oct. 2, 2012, 12:05 AM
    Notable earnings before Tuesday’s open: MOS
    | Oct. 2, 2012, 12:05 AM
  • Oct. 1, 2012, 5:30 PM
    Notable earnings before Tuesday’s open: MOS
    | Oct. 1, 2012, 5:30 PM
  • Sep. 17, 2012, 5:41 PM

    North American potash inventories fell nearly 9% in August at the producer level but were still one-third larger than the five-year average, Potash (POT) reports. Miners are sitting on large stockpiles due to reduced demand from India, the world's no. 2 potash buyer. POT is lowering its surplus a bit by shutting down its Lanigan mine in Saskatchewan for nearly a month.

    | Sep. 17, 2012, 5:41 PM
  • Sep. 12, 2012, 2:05 PM

    Citi upgrades Agrium (AGU +2%) to Buy, believing nitrogen demand will be strong in the coming year as farmers prepare for a rebound in the corn harvest and demand for ag retail products will be strong. But in cutting Potash (POT -1.6%) to Neutral, Citi says India and China remain a risk to the market, and it sees flat potash prices through next year.

    | Sep. 12, 2012, 2:05 PM
  • Sep. 12, 2012, 1:38 PM

    Russian-based potash producer Uralkali says it expects India's potash imports to be reduced to 3.5M-4M tons - as well as limit the room for possible price increases - due to cuts in government subsidies on phosphatic and potassic fertilizers. The company cites high potash retail prices and below-average monsoon rains, which caused weak consumption/demand.

    | Sep. 12, 2012, 1:38 PM
  • Aug. 28, 2012, 3:28 PM

    Mower maker Toro Co. (TTC -0.6%) says it's adding a fertilizer company executive to its board, naming James O'Rourke, former COO at The Mosaic Co. (MOS), as a director, bringing its number to 10. Mr. O'Rourke, has experience which the company believes could help TTC expand in irrigation and equipment markets.

    | Aug. 28, 2012, 3:28 PM
  • Aug. 22, 2012, 11:18 AM

    Mosaic (MOS -0.7%) is resumed with a Buy rating and $73 target price at Stifel Nicolaus, which believes potash prices will rally over the next 12 months based on two catalysts: the industry's ability to maintain stable prices by cutting production, and falling producer inventory levels and logistical constraints as issues in the coming application season.

    | Aug. 22, 2012, 11:18 AM
  • Aug. 15, 2012, 12:39 PM

    Barclays initiates coverage of fertilizer firms with a Neutral rating after the recent run-up, yet it still sees attractive upside in top pick CF Industries (CF +0.8%) and others. Crops' demand for nitrogen is relentless, even in a highly uncertain world, the firm says in starting AGU, MOS and CF at Overweight with respective $111, $68 and $250 price targets.

    | Aug. 15, 2012, 12:39 PM
  • Aug. 2, 2012, 11:10 AM
    Dahlman Rose turns cautious on fertilizer shares, believing upside from the 2013-14 crop has largely played out and drought conditions introduce a multitude of downside risks which outweigh the rewards, especially if ethanol comes into the mix. The firm downgrades POT -2.4%, AGU -0.2% and RNF -1.6% to Hold but keeps MOS -1.2% and CF -0.2% at Buy.
    | Aug. 2, 2012, 11:10 AM | 3 Comments
Company Description
Mosaic Co produces and markets concentrated phosphate and potash crop nutrients. It is organized into the two business segments: Phosphates and Potash.