Mosaic Co. (MOS)

[alingtonsky]

MOS

Net income for the three months ended Feb. 29 jumped to $520.8 million, or $1.17 per share, from $42.2 million, or 10 cents per share. Analysts polled by Thomson Financial expected earnings per share of 95 cents.

Revenue nearly doubled to $2.15 billion from $1.28 billion.

Mosaic averaged a diammonium phosphate price of $487 per metric ton, up $241 from the year-earlier period; its muriate of potash price climbed $77 per metric ton to $221.
It also posted a $40.1 million tax benefit and a $24.6 million gain from the sale of a minority interest in a noncore business. Total sales volumes rose about 18 percent in the quarter.

http://biz.yahoo.com/ap/080404/earns_mosiac.html?.v=1

 

[alingtonsky]

The Mosaic Company

Nuovo massimo storico per MOS.
Citigroup ha alzato a $153 il target price dopo i risultati trimestrali.

http://www.forbes.com/feeds/ap/2008/04/07/ap4862424.html

 

[alingtonsky]

The Mosaic Company ha annunciato oggi che la Cina ha accettato di raddoppiare quanto paga per il fertilizzante che compra dall' associazione dei produttori Canadesi

The contract between Canpotex Ltd., the export association of Saskatchewan potash producers, and China's Sinofert calls for shipment of 1 million metric tons of potash at $576 per metric ton -- a $400 per metric ton increase over the 2007 price, said Mosaic Co., a phosphate and potash fertilizer maker.


http://news.moneycentral.msn.com/ticker/article.aspx?Feed=AP&Date=20080416&ID=8494626&Symbol=MOS

 

[alingtonsky]

MOS

Ieri MOS +7,23% a $136,82, prezzo di chiusura più alto di tutti i tempi per questo titolo.

In circa un mese la quotazione di MOS è cresciuta del 27,58%, da $107,23 del 14/3

 

[alingtonsky]

MOS e un' IPO di grande successo

Ieri MOS ha fatto segnare un nuovo massimo storico assoluto superando i $140, nel giorno del debutto sul Nyse di una società del settore fertilizzanti (IPI Intrepid Potash).
Secondo alcuni anche un nuovo collocamento in borsa nel settore potrebbe essere un' avvisaglia del top, del culmine delle quotazioni. Ma la cosa è controversa.

April 22, 2008: 02:35 PM EST
NEW YORK (Dow Jones) -- Intrepid Potash Inc.'s initial public offering jumped as much as 57% in its stock debut on Tuesday as the largest U.S.-based producer of potash to grow corn, wheat, soybeans, potatoes and hay tapped into bullish investment sentiment surrounding the agriculture sector.

Denver-based Intrepid Potash (IPI) traded at $50.40, up $18.40 above its IPO price of $32 a share.
The company raised $960 million by offering 30 million shares above its $27-$ 29 price range ...

http://money.cnn.com/news/newsfeeds/articles/djf500/200804221435DOWJONESDJONLINE000746_FORTUNE5.htm

 

[alingtonsky]

Mosaic

Il 23/4 accennavo all' ipotesi che le azioni del settore di cui fa parte MOS fossero nei pressi di un top, del culmine delle quotazioni. Dai massimi di quei giorni MOS ha perso circa il 17% con il calo intraday di queste ultime ore. Nei mesi passati MOS e qualche altro titolo del settore hanno alternato vistosi ritracciamenti a nuovi periodi di rialzo.
Secondo un recente articolo di Fortune The Mosaic, nonostante i notevoli rialzi del 2007 e della prima parte del 2008 è ancora sottovalutata, soprattutto in confronto ad altre azioni del settore connesso all' agricoltura

"There is some residual phosphate and potash in it," says Prokopanko. "It's a closed system--you take the corn stover off the field, the soil deteriorates and the nutrients need to be replaced." In other words, any shift towards cellulosic ethanol would create even keener demand for fertilizer.

All this begs a key question: Won't rising demand and sky-high prices lead to new fertilizer supply coming online and eventually to lower prices? Over time, it probably will. But the barriers to entry for newcomers are high. The mine shaft in Esterhazy cost $50 million when it was completed in 1962. "To replicate that today would be $500 million--just to put the shaft down," says Prokopanko. "And it's going to take you five years minimum to develop a new mine complex and a mill and all the infrastructure. Total, it would probably cost you $2.5 billion." (Mosaic recently announced mine-expansion plans that will increase its annual potash production from 10 million metric tons to 17 million, a project expected to cost $3.2 billion over 12 years.)



http://money.cnn.com/2008/04/28/news/companies/mosaic.fortune/?postversion=2008050110


http://www.newratings.com/en/main/c...&isin=US61945A1079&id=1735092&option=headline

 

[alingtonsky]

MOS

l maggior produttore europeo di potassa, K+S, ha alzato del 29% le previsioni di utili annuali.
Al rally del settore oggi partecipa con decisione MOS, uno dei maggiori produttori mondiali di potash.
Dopo una fase di consolidamento The Mosaic ($132,55 +5,36%) oggi ha superato i massimi a 4 settimane, e in un futuro abbastanza vicino potrebbe sferrare l' attacco ai massimi assoluti a $143,32.
Con la popolazione mondiale prevista in crescita (probabilmente in forte crescita in Africa nei prossimi anni grazie anche agli aiuti internazionali) la domanda di cibo e fertilizzanti è destinata a crescere notevolmente. Secondo il segretario generale dell' ONU nel mondo serve che si produca più cibo: http://www.thepeoplesvoice.org/cgi-bin/blogs/news.php/2008/06/03/p25887 C' è anche da considerare l' uso energetico di alcune materie prime agricole. Il bull market dei produttori di fertilizzanti agricoli dovrebbe essere un fenomeno di lungo periodo.

June 3 (Bloomberg) -- K+S AG climbed the most in more than four months in Frankfurt trading after Europe's largest producer of potash used in fertilizers raised its full-year profit forecast 29 percent.

Potash prices are soaring amid a global shortage of crops used for food, animal feed and biofuels and may climb as high as $900 a metric ton this year, according to Fertilizer Economic Market Analysis and Consultancy. K+S charges more than $800 a ton to overseas clients and European prices have been increased to 535 euros a ton, the company said in a statement.

http://www.bloomberg.com/apps/news?pid=conewsstory&refer=conews&tkr=MOS:US&sid=aiicUmhhrn5c

 

[alingtonsky]

MOS

Mosaic Company a $161,8 : dal 3 giugno è salita di circa il 22%


http://www.streetinsider.com/Analys...g+on+Several+Agricultural+Stocks/3744848.html

 

[alingtonsky]

Tuesday, December 16, 2008

Merrill Lynch calling for a bottom in Ferts:

Temporary buyers strike largely priced in We believe fertilizer fundamentals are nearing a bottom, given nitrogen and phosphate prices have already plunged through breakeven margins for marginal producers, triggering significant shuttered global capacity. The significant deferral in fertilizer applications that occurred this fall can not repeat in the spring if crops are to be planted. We are raising our EV/EBITDA valuation multiples for each nutrient by one multiple point (nitrogen from 2 to 3, phosphate from 3 to 4, and potash from 4 to 5), which are still well below historical levels. Our ratings on POT, MOS, IPI, and TRA are raised to Buys, CF is raised to a Neutral, and AGU remains an Underperform, largely due to a potential large inventory devaluation in its retail business.

http://notablecalls.blogspot.com/search?q=mos

 

[alingtonsky]

December 16, 2008

Fertilizer, Ag, and Potash... Almost Cool Again (AGU, MOS, TRA, IPI, POT, CF)

There have been several research calls in the potash, agriculture, and fertilizer sector this morning which mostly has the sector stock leaders trading higher. Despite some caution, the positive side of the calls has Agrium Inc. (NYSE: AGU), Mosaic Co. (NYSE: MOS), Terra Industries Inc. (NYSE: TRA), Intrepid Potash, Inc. (NYSE: IPI), Potash Corp. of Saskatchewan, Inc. (NYSE: POT), and CF Industries Holdings, Inc. (NYSE: CF) all trading higher.


Agrium (NYSE: AGU) was maintained a Neutral at Credit Suisse but saw its price target cut to $55 from $60, based upon weaker demand and production cuts at several facilities.
Mosaic (NYSE: MOS), Terra Industries (NYSE: TRA) and Intrepid Potash (NYSE: IPI) were all raised to "Buy" at Merrill Lynch as it feels that the bottom of the cycle is close and that most of the worst has been seen.
Potash Corp. of Saskatchewan (NYSE: POT) was also raised to "Buy" at Merrill Lynch, but what is interesting is that Credit Suisse cut its target down to $100 from $125
CF Industries (NYSE: CF) was also raised to Neutral by Merrill Lynch.

http://www.247wallst.com/2008/12/fertilizer-ag-a.html