The Mosaic Company (MOS) - NYSE
  • Mar. 27, 2013, 5:30 PM
    Notable earnings before Thursday’s open: ACN, BBRY, CMC, FINL, GME, MOS
    | Mar. 27, 2013, 5:30 PM | 5 Comments
  • Mar. 19, 2013, 11:23 AM

    Mosaic (MOS -0.3%) plans to invest up to $1B in a joint venture to produce phosphate in Saudi Arabia, a move that would improve its access to agricultural markets in Asia. The $7B project, planned to produce 3.5M metric tons of finished product annually, will be 60% owned by Saudi Arabian mining and metals company Ma'aden; MOS will own 25%.

    | Mar. 19, 2013, 11:23 AM | 2 Comments
  • Mar. 12, 2013, 9:48 AM

    The fertilizer trade is turning to potash/phosphate producers rather than nitrogen producers, BMO Capital believes, which is bullish for Potash (POT +0.9%) and Mosaic (MOS +0.8%) but less so for CF Industries (CF -0.8%) and Agrium (AGU -2.1%). The firm also likes MOS' share buyback potential, upgrading the stock to Outperform, while it lowers AGU to Market Perform.

    | Mar. 12, 2013, 9:48 AM | 5 Comments
  • Feb. 22, 2013, 8:19 AM

    Dahlman Rose grows more cautious on the fertilizer sector, seeing substantial pressure on nutrients pricing in H1 with nitrogen having the greatest long-term margin risk given capacity additions. The firm cuts Agrium (AGU), CF Industries (CF) and Rentech Nitrogen (RNF) to Sell from Buy, Potash (POT) to Sell from Hold, and Mosaic (MOS) to Hold from Buy.

    | Feb. 22, 2013, 8:19 AM | 18 Comments
  • Feb. 15, 2013, 10:12 AM

    Exports by North American potash producers jumped in January after their Canpotex marketing organization signed a supply deal with Chinese buyers. North American potash exports rose 13% from the previous month to 657K metric tons and were 38% above the year-ago pace; domestic sales, mainly to the U.S., rose 3% M/M and 67% Y/Y at 477K metric tons.

    | Feb. 15, 2013, 10:12 AM | 2 Comments
  • Feb. 7, 2013, 3:11 PM

    Canpotex, the exclusive offshore marketing company for top North American potash producers, agrees to supply private sector customers in India with ~1.1M metric tons of potash for shipment up to Jan. 2014 at $427/metric ton, a smaller discount than expected. The deal ends a long standoff by Indian buyers that dented profits for the potash producers.

    | Feb. 7, 2013, 3:11 PM
  • Feb. 4, 2013, 10:14 AM

    Potash miner Prospect Global Resources (PGRX +17.7%) won't open its first mine until at least 2015, but the upstart U.S. company is shaking up the fertilizer industry by chipping away at Canpotex's near-monopoly. "We think Prospect Global is the best potash investment opportunity in North America," COR Capital says. "We like the geology, we like the location and the team they've put together."

    | Feb. 4, 2013, 10:14 AM | 1 Comment
  • Jan. 30, 2013, 3:32 PM

    Potash (POT +0.7%), Mosaic (MOS -1%) and Agrium (AGU +0.6%) agree to pay nearly $100M combined to settle class-action lawsuits alleging that large potash miners conspired to fix the price of potash sold in the U.S. since 2003. While denying the accusations, POT and MOS agreed to pay $43.75M each in fines to plaintiffs (I, II); AGU will pay $10M to settle claims.

    | Jan. 30, 2013, 3:32 PM
  • Jan. 17, 2013, 10:58 AM
    Initiating coverage on the "North American Agricultural Sciences" sector, Credit Suisse declares itself a fan of some, with Agrium (AGU), Monsanto (MON), and Potash (POT) all rated Buys. MOS, CF, and IPI are rated Neutral, with Compass Minerals (CMP) started at Sell on worries over the implementation of cost-cutting. All of these companies are holdings of MOO, +4,5% YTD.
    | Jan. 17, 2013, 10:58 AM
  • Jan. 4, 2013, 8:15 AM

    More on Mosaic's (MOS) FQ2 results: Gross margin was 27% of net sales vs. 29% in the year-ago period; operating earnings were $560M vs. $797M Y/Y. Decreases were driven by lower phosphate volumes and prices. Expects to sell 1.5M-1.8M metric tons of potash in FQ3, with prices of $370-$400 per metric ton vs. $443 in FQ2, reflecting its recent low-price contract with China. MOS +0.4% premarket.

    | Jan. 4, 2013, 8:15 AM
  • Jan. 4, 2013, 7:06 AM
    Mosaic (MOS): FQ2 EPS of $1.05 beats by $0.07. Revenue of $2.5B misses by $0.04B. (PR)
    | Jan. 4, 2013, 7:06 AM
  • Jan. 4, 2013, 12:05 AM
    Notable earnings before Friday’s open: MOS
    | Jan. 4, 2013, 12:05 AM
  • Jan. 3, 2013, 5:30 PM
    Notable earnings before Friday’s open: MOS
    | Jan. 3, 2013, 5:30 PM
  • Dec. 31, 2012, 12:55 PM

    Mosaic (MOS +2.1%), Potash (POT +1.9%), and Agrium (AGU +2.2%) trade higher after Canpotex, the fertilizer companies' offshore sales agency, announces a 1M-ton potash supply deal with China's Sinofert Holdings for 1H13. Though the deal involves a $70/ton price cut from the last contract between the parties (established in March), the Street is pleased in light of surging potash stockpiles. A deal between Canpotex and Indian buyers is expected in Q1.

    | Dec. 31, 2012, 12:55 PM
  • Dec. 21, 2012, 11:22 AM
    With long-term demand growth expected for phosphate and potash, Barron's thinks Mosaic (MOS -1.3%) looks well positioned to help feed the world and nourish investors. Among positive factors: Next May, lockup restrictions expire on 43M shares; the expiration isn't dilutive since the shares already exist, and a share buyback would boost shareholder returns.
    | Dec. 21, 2012, 11:22 AM
  • Dec. 18, 2012, 5:27 PM

    Saskatchewan says it will not review how it taxes potash miners until late next year at the earliest, as it waits to see if BHP follows through on plans to develop its huge Jansen mine. Potash taxes in the western Canadian province already are the highest in the world, with producers POT, MOS and AGU collectively paying hundreds of millions annually.

    | Dec. 18, 2012, 5:27 PM
Company Description
The Mosaic Co. engages in the production and marketing of concentrated phosphate and potash crop nutrients for the global agriculture industry. It offers phosphate & potash based crop nutrients and animal feed ingredients. The company engages in every phase of crop nutrition development, from... More
Industry: Agricultural Chemicals
Country: United States