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The Mosaic Company Reaches Agreement To Purchase 43.3 Million Class A Shares.
MOS News: Mosaic Announces Third Quarter Calendar Year 2013 Earnings Release And Conference Call
News Alert: Mosaic Announces Quarterly Dividend of $0.25 Per Share
Shorts just said Opps!
Notice the Large jump in Short% just released today!
http://finance.yahoo.com/q/ks?s=MOS+Key+Statistics
11 million to 19 million
MOS a little write up from Forbes...
And we could add one of our most recent picks to that list of laggards as Mosaic MOS -1.43%, the world’s largest integrated producer of phosphate, and the third largest global producer of potash, just became inexpensive enough to justify a purchase. Mosaic endured plenty of downside volatility, plunging by more than 20% in July following an announcement by the CEO of a major Russian potash producer that his company was leaving a decades-old potash cartel and would pursue a volume-based strategy that could damage global potash pricing power industry wide.
While this near-term headwind could be difficult to overcome, we note that these types of spats in cartels often don’t result in anarchy, but instead lead to new agreements that evolve over time. Additionally, we like that Mosaic has a fortress balance sheet that includes $6.25 per share of net cash, and that the firm generates strong free cash flow, giving management operational flexibility to return capital to shareholders via share repurchases and/or dividend increases. We believe that while the operating environment will be challenging over the coming quarters, the firm stands to benefit long-term from the positive global macro agriculture trends. With a very inexpensive valuation after the plunge in the share price and a dividend yield of 2.4%, we welcomed old friend MOS back into Buckingham Portfolio in August.
Looks like a major stakeholder wants out of ukelele. Shot themselves in the big toe, IMO. Musical chairs turned out to be Russian Roulette.
Fear, uncertainty and doubt create buying opportunities. I have no idea why they would want out of the cartel, where pricing is coordinated. Doesn't appear to be in their best interests to lower their margins or anybody else's, so we'll see how potash pricing plays out. Their inventory would be depleted rather quickly, IMO.
Hola boo, what's your take
on the cartel rumors?
re: flyonthewall
http://www.optionmonster.com/drj_blog/article.php?page=drj_blog/pot_mos_other_potash_plays_84388.html
Goin good WB. How u doin? Thanks for the info. I like it when all is bad. What can I say.
no, i dont think ill be buying these fert. stocks anytime soon.
Just fyi, fwiw,
Potash turmoil 'a complete game changer'
Credit Suisse calls the dismantling of one of the world's largest potash partnerships "a complete game changer," with share prices in the sector possibly cut in half. "Our guys are saying don't go anywhere near" the big fertilizer names; "we would not be bottom fishers here."JPMorgan is out defending the group, thinking Mosaic (MOS -21.4%) should be down $8 and Potash (POT -20.9%) down $5. A $50/ton drop in pricing would knock EPS by $0.75 for MOS and $0.40 for POT, far better than peers.IPI -29.5%, AGU -3.8%, UAN -2.5%, CF -0.2%
Howz it bud?
Pressure from potash pricing. Are you a buyer here?
i guess not... lol, what happened to MOS here?
maybe CF is good
Want a broader perspective.. read this closely
http://www.earningsimpact.com/Transcript/81932/MOS/The-Mosaic-Company---Q4-2013-Earnings-Call
Potash makers getting creamed after lowered price outlook
July 30, 2013, 8:07 AM
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Shutterstock
It’s shaping up to be a pretty ugly day for potash makers. On both sides of the Atlantic, companies are getting creamed with double-digit losses after Uralkali URALL , one of the world’s largest potash producers, cut its outlook for prices this year. The Russian company says it now expects increased competition, which could add pressure to prices, to the extent they’re likely to fall to $300 a ton by the end of the year — a drop of around 25%.
While potash isn’t something most people come across in everyday life, it’s an important component in crop fertilizers.
That prediction wasn’t taken lightly by investors, who responded by heavily selling anything with a potash tag on it. Shares of Uralkali itself sank 23%, Germany’s K+S DE:SDF -21.64% tanked 24% and ICL-Israel Chemicals slid 18%.
The downward dip rolled over U.S. potash businesses too. In U.S. premarket trade, shares of Mosaic MOS -26.48% slumped 23%, Agrium AGU -7.03% lost 13%, while Canada’s Potash Corp. of Saskatchewan POT -23.35% dropped a whopping 24%.
- Sara Sjolin
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UPDATE 2-Russia's Uralkali quits top potash cartel, sees global price fall
Tue Jul 30, 2013 4:30am EDT
* Uralkali pulls out of Belarus venture after "deadlock"
* Leaves Canpotex as world's top potash exporter
* Expects prices to fall to $300 a tonne from $400 a tonne
* Uralkali's shares plunge 15 pct
By Polina Devitt and Natalia Shurmina
MOSCOW, July 30 (Reuters) - Russia's Uralkali has dismantled one of the world's largest potash partnerships by pulling out of a venture with its partner in Belarus, a move it expects will cause global prices to plunge by 25 percent.
The break-up of the Belarus Potash Company (BPC) leaves North America's Canpotex as the ruling potash export venture. BPC and Canpotex had accounted for 70 percent of global trade in potash, an important ingredient for fertilizer, and the duopoly had set identical prices in key markets such as China and India.
Uralkali said it was pulling out after reaching "deadlock" over sales and would export all potash via its Swiss-based Uralkali Trading.
The decision may lead to a fall in the global potash price to below $300 per tonne in the second half of 2013, from the current $400 per tonne, it said. Lower fertilizer prices could result in rising demand from price-sensitive farmers in Asia.
Shares of Uralkali plunged 15 percent. Rival fertilizer firms also fell, with Germany's K+S down nearly 16 percent.
Uralkali and Belarus potash maker Belaruskali were partners for eight years in BPC, which accounts for 43 percent of the global potash export market. Uralkali said it had left the venture because Belaruskali made a number of key fertilizer ingredient deliveries outside the partnership.
The break-up of the venture means Belaruskali can now sell its potash at a discount, said Dmitry Ryzhkov, equity sales trader at Renaissance Capital.
"It is as if Saudi Arabia decided to leave OPEC - oil prices would fall immediately," Ryzhkov said.
It leaves the Canpotex partnership - which unites Potash Corp of Saskatchewan, Agrium and Mosaic - as the world's largest potash exporter.
The duopoly had also been threatened by miner BHP Billiton's plans for an 8-million-tonne-per-year mine in western Canada, which would be the world's largest potash mine if it opens as scheduled in 2017.
Potash enhances water retention of plants, and increases crop yields.
DEADLOCK
Uralkali chief executive Vladislav Baumgertner said in a statement the partners had reached an unfortunate "deadlock".
The company will now focus on increasing sales.
"In the near future we expect (global) competition to become stronger - that will push prices down," Baumgertner told reporters in a conference call on Tuesday.
"This decision came as a surprise for us," a top manager of Belaruskali, who asked not to be identified, said.
Belaruskali declined official comment. Uralkali's CEO said the company had informed Belaruskali verbally on Monday and then formally on Tuesday. BPC was not available for immediate comment.
Uralkali plans to boost its potash sales to 13 million tonnes in 2014 and 14 million tonnes in 2015 from 10.5 million tonnes in 2013, Baumgertner said. The company will try to expand its market share in China, India and Brazil.
It has concluded an option agreement with CNAMPGC, a major Chinese fertiliser importer, on potash supply, Uralkali said. This would aim to supply 500,000 tonnes of potash to China by the end of 2013.
Uralkali said it hopes that increase in sales volumes would compensate for the expected fall in the potash price, allowing it to keep its current dividend policy.
The company expects its shares and those of other producers to be volatile in the near future and has decided to freeze its current buy-back programme, the CEO added.
Potash, Mosaic sink after Uralkali stops sales through Belarusian
Russia’s Uralkali, one of the world’s largest potash producers, said this morning that its board has decided to stop its export sales through Belarusian Potash Company and direct all export volumes through Uralkali Trading.
The company said, "Unfortunately, we should state that our cooperation with our Belarusian partners within BPC framework has come to a deadlock. It has always been Uralkali’s position that export activities of both producers should go through the unified sales network. This fundamental principle of partnership was violated by the Decree No.566 issued by the Belarusian President on 22 December 2012, which cancelled the exclusive right of BPC to export Belarusian potash. Following the issue of the Decree, Belaruskali has made a number of deliveries outside BPC."
Uralkali expects global potash prices to drop below $300 a ton following the changes to its trading policy, Bloomberg reported, citing comments from CEO Vladislav Baumgertner on a phone call. Shares of Potash (POT) and Mosaic (MOS) are trading significantly lower in pre-market trading following the news, while Agrium (AGU) and CF Industries (CF) are down as well.
Is now the time to start buying shares of the ag fertz? MOS did beat on rev estimates.
Q4 2013 Earnings Call transcript
Coming up here
http://www.earningsimpact.com/
I knew you were right, im always here
If I weren't so tied up elsewhere I'd get some here.
I think MOS is going to go way up. Just look at my recent posts here...
Hey Ill,
Do you think $MOS's PPS will drop a bit ex dividen? What might b a good point to write some June call option? I am thinking $65 strike price for June call. What does the chart tell you?
$MOS bull flag pattern...
$MOS big wedge pattern...
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=87197856
$MOS great bullish signal... ready to BOOOOOOM
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=87288276
IIIIIIIIVERSON!!!!!!!!!!!!!!!!!
$MOS looks good to go, BREAKING OUT today, with volume. The way I see it, short term this is breaking out of the bull flag going back to late 2012. Also longer term, the stock is breaking out of a very large and heavily consolidated wedge pattern.Together making one BIG BASE for BOOOOOM BOOOOOOOOOM!
Again... Thanks for your insight/analysis on the whole Ag sector.
Here are the charts I am looking at...
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=86671172
PS... This is the icing on the cake, IMO...
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=87288276
IIIIIIIIIVERSON!
$MOS, III think it's time to...
$MOS starting to BOOOM... Big pattern on $MOS charts, BREAKOUT coming, IMO. I am loaded on call options. Here are the $MOS charts.... http://investorshub.advfn.com/boards/read_msg.aspx?message_id=86671172
Here is the Major $MOS pattern.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=86712552
Yea, Karin, I bought a bunch of May $65s the other day. I think $MOS could easily get over $70 in the short term (if not $100!) on this breakout.
Best of luck and blessings!
IIIIIIVERSON
Oh, I had been reading one of the charts wrong and didn't realize it was for a longer term. Scratch what I said a bit ago.
I'm toying with options for this.
That sure was a nice run from 37 to 63. I missed it since I haven't been watching it these days.
Mosaic Announces Third Quarter Fiscal Year 2013 Earnings Release And Conference Call
Date : 03/11/2013 @ 4:00PM
Source : PR Newswire (US)
Stock : Mosaic Company (The) (MOS)
Quote : 61.5 1.28 (2.13%) @ 8:00PM
Mosaic Announces Third Quarter Fiscal Year 2013 Earnings Release And Conference Call
Mosaic (NYSE:MOS)
Today : Monday 11 March 2013
PLYMOUTH, Minn., March 11, 2013 /PRNewswire/ -- The Mosaic Company (NYSE: MOS) plans to release third quarter fiscal year 2013 earnings results on Thursday, March 28, 2013, before the market opening of the New York Stock Exchange.
Mosaic expects to release the results at approximately 7:00 a.m. Eastern Daylight Time (6:00 a.m. Central Daylight Time), simultaneously posting performance data on its website in a tabular form. Historical performance data for Mosaic's past eight quarters is currently available at www.mosaicco.com/investor/financialdata.
The Company will host a conference call to discuss the results also on Thursday, March 28, 2013, beginning at 9:00 a.m. Eastern Daylight Time (8:00 a.m. Central Daylight Time).
A webcast of the conference call including the presentation slides can be accessed by visiting Mosaic's website. An audio replay of the call will be available up to one year from the time of the earnings call.
The Mosaic Company Wins 2013 Excellence Award In Corporate Philanthropy
It's been a strong mover.
Mosaic is still a buy. The company has a lot of catalysts this spring; perhaps a major buyback and or buyout will come then which is why Goldman Sachs, a great firm, is so favorable on the company...
MOS 2Q earnings 1-04-13 BMO
Mosaic Announces Second Quarter Fiscal Year 2013 Earnings Release And Conference Call
PLYMOUTH, Minn., Dec. 12, 2012 /PRNewswire/ -- The Mosaic Company (NYSE: MOS) plans to release second quarter fiscal year 2013 earnings results on Friday, January 4, 2013, before the market opening of the New York Stock Exchange.
Mosaic expects to release the results at approximately 7:00 a.m. Eastern Standard Time (6:00 a.m. Central Standard Time), simultaneously posting performance data on its website in a tabular form. Historical performance data for Mosaic's past eight quarters is currently available at www.mosaicco.com/investor/financialdata.
The Company will also host a conference call to discuss the results on Friday, January 4, 2013, beginning at 9:00 a.m. Eastern Standard Time (8:00 a.m. Central Standard Time).
Atlantic Equities Upgrades Mosaic (MOS) to Overweight
http://www.streetinsider.com/Upgrades/Atlantic+Equities+Upgrades+Mosaic+%28MOS%29+to+Overweight/7901194.html
Atlantic Equities upgraded Mosaic (NYSE: MOS) from Neutral to Overweight with a $63 price target (up from $58).
Mosaic Updates Fiscal Second Quarter 2013 Guidance
Wednesday 14 November 2012
PLYMOUTH, Minn., Nov. 13, 2012 /PRNewswire/ -- In advance of upcoming investor conferences, The Mosaic Company (NYSE: MOS) announced today an update of the near-term price and volume guidance, as well as an update of the Company's full year effective tax rate guidance.
Since the Company announced its fiscal second quarter guidance on October 2, 2012, international crop nutrient market demand has weakened, primarily as a result of distributors delaying purchases to avoid price risk. The Company believes this demand is simply delayed, but that sales volumes may not pick up until calendar 2013.
"The long-term positive outlook for crop nutrient demand has not changed; high commodity prices are driving record farm returns and making our products more affordable than ever before. These strong fundamentals are expected to drive record global phosphate and potash shipments in calendar 2013," said Jim Prokopanko, President and Chief Executive Officer. "In the short term, however, we are seeing lower than expected shipments to the export market, in spite of very strong demand in North America for the fall application season. As a result, we have lowered our volume guidance for both the Phosphates and Potash segments in the second fiscal quarter of 2013 while also tightening the price forecasts to the upper end of the previously announced ranges."
In potash, the delay in signing long-term supply contracts with China and India has resulted in weakening price expectations, leading other international buyers to delay purchases to avoid price risk. The midpoint of the Company's previous guidance for second quarter potash volumes of 1.6 to 1.9 million tonnes already excluded shipments to China and India. The current guidance range of 1.3 to 1.4 million tonnes reflects lower near-term demand in other international countries as well. In part because of the decline in international shipments and changes in product mix, our realized price expectations are now at the high end of the prior range, at $435 to $450 per tonne.
In phosphates, international distributors' cautious sentiment with respect to potash is spilling over as buyers are avoiding phosphate price risk, and delaying purchases in spite of low reported producer inventories. The Company has lowered second quarter volume guidance to 2.9 to 3.1 million tonnes from 3.0 to 3.4 million tonnes. Realized prices are expected to be in the upper end of the prior range, at $535 to $550 per tonne.
Additionally, the Company will decrease the amount of unrecognized tax benefits reported on the balance sheet by approximately $200 million in the second fiscal quarter, due to the resolution of tax audit activity. As a result, the Company now expects its effective tax rate for full year fiscal 2013 to be in the mid-teens, including the impact of this benefit, and in the mid 20 percent range for the second half of fiscal 2013.
The Company continues to expect the gross margin rate for phosphates to be approximately flat with the first fiscal quarter. Assuming no benefit from foreign exchange in the potash segment cost of goods sold, low operating rates will continue to pressure the gross margin rate in the second quarter, currently expected to be in the low to mid 40 percent range.
All other guidance is unchanged.
Larry Stranghoener, Mosaic's Executive Vice President and Chief Financial Officer, will discuss the updated guidance and other items when he presents at the Dahlman Rose & Co. Global Metals, Mining & Materials Conference in New York City on Wednesday, November 14, at 9:20 a.m. Eastern Standard Time. The presentation will also be webcast on Mosaic's website at www.mosaicco.com/investors.
Mosaic To Present At Upcoming Investor Conferences
Date : 11/01/2012 @ 4:45PM
Source : PR Newswire (US)
Stock : Mosaic Company (The) (MOS)
Quote : 52.77 -0.36 (-0.68%) @ 10:44AM
Mosaic To Present At Upcoming Investor Conferences
Mosaic (NYSE:MOS)
Today : Friday 2 November 2012
PLYMOUTH, Minn., Nov. 1, 2012 /PRNewswire/ -- The Mosaic Company (NYSE: MOS) has announced it will participate in upcoming conferences in November.
Larry Stranghoener, Mosaic's Executive Vice President and Chief Financial Officer, will present at the Dahlman Rose & Co. Global Metals, Mining & Materials Conference in New York City on Wednesday, November 14, at 9:20 a.m. Eastern Standard Time.
On Thursday, November 15, at 8:00 a.m. Eastern Standard Time, Jim Prokopanko, Mosaic's President and Chief Executive Officer will speak at the Morgan Stanley Global Chemicals Conference in Boston.
Both presentations will be webcast at the time of the presentation and will be available on the Company's website at www.mosaicco.com/investors. Questions can be directed to Mosaic's Investor Relations Department via e-mail to investor@mosaicco.com.
And this afternoon, the houses all reiterate their stance, hmmmmmmm...what gives?
Interesting chart here. Gap filled from July and 200 dma at 54.4. Lightning Round is bothersome (he just annoys me), but the department of ag reports suggest this sector is the place to be. 5 houses came out with 'maintain' ratings this morning. Like they're a lot of help! Can it drop another 10 points? Sure, why not. Watching!
MOS: Q1 EPS $1.01 vs $1.17 Misses $1.15 Est
Tuesday , October 02, 2012 08:03ET
QUARTER RESULTS
Mosaic Company (The) (MOS) reported Q1 results ended August 2012. Q1 Revenues were $2,505.10M; -18.75% vs yr-ago; MISSING revenue consensus by -6.58%. Q1 EPS was $1.01; -13.68% vs yr-ago; MISSING earnings consensus by -12.17%.
Q1 RESULTS Reported Year-Ago Y/Y Chg Estimate SURPRISE
---------- ------------ ------------ ---------- ------------ ----------
Revenues: $2,505.10M $3,083.30M -18.75% $2,681.53M -6.58%
---------- ------------ ------------ ---------- ------------ ----------
EPS: $1.01 $1.17 -13.68% $1.15 -12.17%
---------- ------------ ------------ ---------- ------------ ----------
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The Mosaic Company (MOS)
Company Address:
3033 Campus Drive
Suite E490
Plymouth, MN, 55441
Phone: (800) 918-8270
CIK: 0001285785
Mosaic is the world's leading producer and marketer of concentrated phosphate and potash, two of the primary nutrients required to grow the food the world needs. Our business engages in every phase of crop nutrition development, from the mining of resources to the production of crop nutrients, feed and industrial products for customers around the globe. Our customer base includes wholesalers, retail dealers and individual growers in more than 40 countries.
Mosaic was formed in 2004 through the combination of IMC Global Inc. and the crop nutrition business of Cargill, Incorporated. Headquartered in Plymouth, Minnesota, we employ approximately 7,400 people in eight countries. Our shares trade on the New York Stock Exchange under the ticker symbol MOS.
Company Overview: http://www.mosaicco.com/about/company_overview.htm
Management: http://www.mosaicco.com/about/company_overview_management_team.htm
Products and Services News: http://www.mosaicco.com/about/news_and_media_center_products_and_services_news.htm
Recent News:
http://finance.yahoo.com/q/h?s=MOS+Headlines
Share Structure:
Outstanding Shares
446,148,025 as of Dec 31, 2010
Authorized Shares
700,000,000 as of Nov 30, 2010
Investors: http://phx.corporate-ir.net/phoenix.zhtml?c=70455&p=irol-irhome
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