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MOS

The Mosaic Company

5/22/2013, 1:27 AM ET

Quote & Headlines Market Currents StockTalk

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| Earnings
| Dividends
| M&A
| On the move

Monday, May 13, 3:32 PM Investors are disappointed by Mosaic's (MOS -3.1%) guidance for its cash surplus, but the delay in potash production may be a good move for the company and the broader fertilizer industry, Citi's P.J. Juvekar says. He has expected higher potash supply, which could weigh on prices, over the next five years because of projects from competitors. Comment! [Commodities, On the Move]
Monday, May 13, 11:39 AM Mosaic (MOS -2.8%) says it is deferring a project to add 2M metric tons/year of potash production capacity due to unfavorable market conditions. Also, MOS expects its recurring dividend per share to grow in-line with earnings, and says it favors repurchases over dividends to deploy surplus cash. It expects to meet updated liquidity and leverage targets within the next 12-24 months. (slide show) 5 Comments [Commodities, On the Move]
Wednesday, May 8, 10:27 AM Mosaic (MOS +1.6%) represents the best option for an acquirer seeking to gain a foothold in the potash industry, and BHP is the most likely suitor, Bloomberg speculates. On May 26, charitable trusts associated with Cargill’s founding family can begin the process of selling restricted MOS shares they got when Mosaic split from Cargill Inc. in 2011, opening the door to a sale of the whole company. Comment! [Commodities, M&A, On the Move]
Thursday, April 11, 4:27 PM Mosaic Co (MOS) declares $0.25/share quarterly dividend, in line with previous. Forward yield 1.65%. For shareholders of record May 02. Payable May 16. Ex-div date Apr. 30. (PR) Comment! [Dividends]
Tuesday, April 9, 6:55 AM Archer Daniels Midland (ADM) and Mosaic (MOS) are tapped by The Street as two companies set to benefit from the expected rise in wheat prices this year. Both stocks trade with valuation still in line with historical norms. 2 Comments [Consumer]
Wednesday, April 3, 3:12 PM The Forensic Accounting ETF (FLAG) drops Nike (NKE) and Wal-Mart (WMT) from its portfolio, giving each "F" rankings based on its forensic accounting model. Other "F's" include SNI, XLNX, MOS, and TIF. Those garnering an "A" include CHK, HES, EA and AKAM. Since its Feb. 1 inception, the ETF has matched the S&P's performance. 2 Comments [Quick Ideas]
Thursday, March 28, 12:49 PM Mosaic (MOS +1.5%) would have concerns about a potential takeover of Israel Chemicals by Potash (POT), CEO Jim Prokopanko says in its earnings call. POT, which is attempting to gain majority control of ICL, is a partner with MOS and Agrium in Canpotex, the offshore selling agency for potash the three companies mine in western Canada. Comment! [Commodities, M&A, On the Move]
Thursday, March 28, 7:52 AM More on Mosaic's (MOS) FQ3 results: Revenues rose 2.3% Y/Y to $2.24B vs. $2.29B consensus. Gross margin was $568M, or 25% of net sales, vs. $522M, or 24% of net sales, a year ago; improvement was driven by higher potash volumes and lower phosphate raw material costs. FQ4 potash sales are seen at 2.3M-2.6M metric tons; phosphate sales expected at 2.6M-2.9M metric tons. Comment! [Commodities, Earnings]
Thursday, March 28, 7:02 AM Mosaic (MOS): FQ3 EPS of $0.81 misses by $0.08. Revenue of $2.24B. (PR) 1 Comment [Earnings, Breaking News]
Thursday, March 28, 12:05 AM Notable earnings before Thursday’s open: ACN, BBRY, CMC, FINL, GME, MOS 3 Comments [Earnings]
Wednesday, March 27, 5:30 PM Notable earnings before Thursday’s open: ACN, BBRY, CMC, FINL, GME, MOS 5 Comments [Earnings]
Tuesday, March 19, 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%. 2 Comments [Commodities, Global & FX]
Tuesday, March 12, 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. 5 Comments [Commodities, Quick Ideas]
Friday, February 22, 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. 18 Comments [Commodities, Quick Ideas]
Friday, February 15, 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. 2 Comments [Commodities, Global & FX]
Thursday, February 7, 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. Comment! [Commodities, Global & FX]

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