Latest news with #TheMosaicCompany
Yahoo
21-05-2025
- Business
- Yahoo
Jim Cramer on The Mosaic Company (MOS): 'It's Up Too Much'
We recently published a list of . In this article, we are going to take a look at where The Mosaic Company (NYSE:MOS) stands against other stocks that Jim Cramer discussed recently. On Tuesday, Jim Cramer, host of Mad Money, broke down the day's market movements as he pointed to rising bond yields as the main force behind a series of notable shifts in stock performance. 'Every day around here, we have a referendum on stocks, and you can't let it get you down because tomorrow's vote can always be different from today's… Why is it like this?… Well, the answer is a mischievous one.' READ ALSO Jim Cramer's Recent Thoughts on These 15 Stocks and Jim Cramer Put These 12 Stocks Under the Spotlight Cramer offered a broader perspective and explained that on most days, individual stocks respond either to the movements of other stocks or to the overall direction of the market. He said that the market, in turn, often takes its cues from the bond market, which he described as its 'much larger sibling.' On Tuesday, he noted that the bond market heavily influenced stock prices. He highlighted that every downward movement in bond prices, which translates to higher interest rates, was met with negative reactions from the stock market. According to Cramer, such a relationship meant that rising rates handed the advantage to the market bears and tipped the scales in their favor during daily trading. 'So here's the bottom line: The good news is that rates can also go up and not just down by the time we get a budget deal. The bad news is that rates are threatening to break out to the upside. And if they can't stay calm, if they jump to a new, higher level while Congress works on the budget bill, we're liable to have more days like today, where you need a plethora of positive themes for any given stock to break free from the gravitational pull of these darn miserable Treasurys.' For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on May 20. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A team of scientists in a laboratory observing the sophisticated engineering of specialty chemicals. Number of Hedge Fund Holders: 41 In response to a caller's question about The Mosaic Company (NYSE:MOS), Cramer remarked: 'This weekend, when I was at Total Wine & More up there in Norwalk, I was shocked. Someone came to me and said, what do you think about Mosaic? I said, well, you know what, I think it's just, it's killer. It's killer. But it is hype, it is just like a parabolic move. If I come in now, I think I am too late…. I'm going to have to say, [don't buy, don't buy] because it's just up too much. It's up too much. I'm sorry.' Mosaic (NYSE:MOS) manufactures and sells concentrated phosphate and potash fertilizers, animal feed ingredients, and industrial products. The company operates mines and production plants, providing various fertilizers and agricultural services, including nutrient blending. It also handles blending, bagging, and distribution at its facilities. White Brook Capital Partners stated the following regarding The Mosaic Company (NYSE:MOS) in its Q4 2024 investor letter: 'The Mosaic Company (NYSE:MOS) had a tough 2024 as well, but is strong so far in 2025. Mosaic sells two commodities globally and has a retail distribution network in Brazil. Of the two commodities, Phosphate is historically strong and looks to at least hold that strength in 2025 with demand far exceeding supply and new use cases in high capacity batteries taking increasing amounts of phosphate out of the fertilizer supply base. Potash on the other hand is well supplied and subject to international politics. In typical Biden administration policy weirdness – Belarus, Russia, and Canada are the largest exporters of potash globally – as a result of Belarus' support of Russia in the Ukraine War, Belarus' potash is sanctioned by the United States. Russian potash isn't, and it has flooded the United States and the world as Russia seeks to pay for its war. Adding a wrinkle, Canadian potash, which supplies much of the United States' needs, but competes at the next lowest price, in this case Russian potash – is likely to be tariffed by the Trump administration. Even more interestingly, Mosaic, is a Florida headquartered company with the largest US Phosphate mine, but it supplies potash out of Canada. We will see how the next few months affect Mosaic, it could be beneficial. Overall, MOS ranks 9th on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of MOS as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MOS and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
20-04-2025
- Business
- Yahoo
Mosaic (NYSE:MOS) delivers shareholders solid 21% CAGR over 5 years, surging 5.7% in the last week alone
The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put in. But on a lighter note, a good company can see its share price rise well over 100%. For example, the The Mosaic Company (NYSE:MOS) share price has soared 141% in the last half decade. Most would be very happy with that. Better yet, the share price has risen 5.7% in the last week. On the back of a solid 7-day performance, let's check what role the company's fundamentals have played in driving long term shareholder returns. We've discovered 3 warning signs about Mosaic. View them for free. There is no denying that markets are sometimes efficient, but prices do not always reflect underlying business performance. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. During the five years of share price growth, Mosaic moved from a loss to profitability. Sometimes, the start of profitability is a major inflection point that can signal fast earnings growth to come, which in turn justifies very strong share price gains. The image below shows how EPS has tracked over time (if you click on the image you can see greater detail). It's probably worth noting that the CEO is paid less than the median at similar sized companies. It's always worth keeping an eye on CEO pay, but a more important question is whether the company will grow earnings throughout the years. This free interactive report on Mosaic's earnings, revenue and cash flow is a great place to start, if you want to investigate the stock further. It is important to consider the total shareholder return, as well as the share price return, for any given stock. Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. As it happens, Mosaic's TSR for the last 5 years was 164%, which exceeds the share price return mentioned earlier. The dividends paid by the company have thusly boosted the total shareholder return. Mosaic shareholders are down 9.2% for the year (even including dividends), but the market itself is up 7.4%. Even the share prices of good stocks drop sometimes, but we want to see improvements in the fundamental metrics of a business, before getting too interested. On the bright side, long term shareholders have made money, with a gain of 21% per year over half a decade. It could be that the recent sell-off is an opportunity, so it may be worth checking the fundamental data for signs of a long term growth trend. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. For instance, we've identified 3 warning signs for Mosaic (1 is significant) that you should be aware of. We will like Mosaic better if we see some big insider buys. While we wait, check out this free list of undervalued stocks (mostly small caps) with considerable, recent, insider buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Associated Press
16-04-2025
- Business
- Associated Press
Mosaic Announces First Quarter 2025 Earnings Results Dates
TAMPA, FL / ACCESS Newswire / April 16, 2025 / The Mosaic Company (NYSE:MOS) plans to release first quarter 2025 earnings results on Tuesday, May 6th, after close of trading on the New York Stock Exchange. The company will issue a news wire alert when earnings materials are publicly available on the company's website. On Wednesday, May 7th, beginning at 11:00 a.m. Eastern Time, the company will host a conference call to discuss the results. Phone lines will then be opened to allow for questions. A webcast of the conference call can be accessed by visiting Mosaic's website, and an audio replay of the call will be available on the website for up to one year from the time of the earnings call. Conference Call Details: About The Mosaic Company The Mosaic Company is one of the world's leading producers and marketers of concentrated phosphate and potash crop nutrients. Through its Mosaic Biosciences platform, the company is also advancing the next generation biological solutions to help farmers improve nutrient use efficiency and crop performance sustainably. Mosaic provides a single-source supply of phosphate, potash, and biological products for the global agriculture industry. More information on the company is available at Contacts: SOURCE: The Mosaic Company press release
Yahoo
09-04-2025
- Business
- Yahoo
The Mosaic Company (MOS) Among the Best Farmland and Agriculture Stocks to Buy Now
We recently published a list of . In this article, we are going to take a look at where The Mosaic Company (NYSE:MOS) stands against other best farmland and agriculture stocks to buy now. At the beginning of March, the White House announced the imposition of 25% tariffs on goods from Mexico and Canada and additional 10% tariffs on China. While President Trump granted a one-month tariff delay for automakers and paused the same for certain Mexican and Canadian goods until April 2, he announced in an interview with Fox News that tariffs 'could go up' with time. Since tariffs on Chinese goods weren't a part of the exemptions, China imposed retaliatory tariffs on the US, particularly targeting US agricultural goods. Specifically, a 10% tariff was imposed on American soybeans, while corn was hit with an additional 15% charge. CNBC reported that China is prepared to fight 'any type of war' with the United States. The news channel reported that the Chinese Embassy in the US reported in a post on X: 'If war is what the U.S. wants, be it a tariff war, a trade war, or any other type of war, we're ready to fight till the end.' A Chinese foreign ministry spokesperson also labeled the American fentanyl-related explanation for imposing tariffs a 'flimsy excuse.' READ ALSO: and . On March 4, Landus Cooperative CEO, Matt Carstens, appeared on CNBC's 'The Exchange' to talk about how tariffs could potentially slash the prices of various agricultural products and discuss the long-term benefits of these tariffs on agricultural markets. He said that a significant need to find markets exists for American farmers. Corn makes up about 20% of any given year that the US exports to other countries, while soybean reaches up to as much as 50% of America's production going to other markets. This creates an interesting dynamic that puts considerable pressure on the ongoing circumstances. Carstens was of the view that the American farmers hopefully understand that the government is playing the long game here and working on something that would hopefully be significantly profitable for America in the long run. That translates to opportunities for farmers to get the most for commodities, something that they need to a great extent at the present. However, in the short term, we have to deal with these changes in the market. In other words, Carstens said that the scenario could benefit consumers because the US is flooded with the said agricultural product. Since it is comparatively more expensive to export these products, American consumers get cheaper soybeans and corn, but the farmers potentially lose their export business. There is, thus, a balance that comes into play. The market will certainly see price decreases as export slows and supply increases. However, the farmers are dealing with prices that continue to escalate amid other costs. We sifted through stock screeners, financial media reports, and ETFs to compile a list of 30 farmland and agriculture stocks and chose the top 14 most popular stocks among hedge funds. The list is ordered in ascending order of the number of hedge funds as of fiscal Q4 2024. We sourced the hedge fund sentiment data from Insider Monkey's database. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A farmer tending to his crops in a field, with a fertiliser bag nearby. Number of Hedge Fund Holders: 41 The Mosaic Company (NYSE:MOS) produces and markets concentrated phosphate and potash crop nutrients. Its operations are divided into the Phosphates, Potash, and Mosaic Fertilizantes segments. The Phosphates segment produces concentrated phosphate crop nutrients and phosphate-based animal feed ingredients. The Mosaic Fertilizantes segment manages mines, chemical plants, port terminals, crop nutrient blending and bagging facilities, and warehouses. Agriculture markets have improved, which is why The Mosaic Company (NYSE:MOS) is expecting constructive agriculture and fertilizer fundamentals in 2025. It is also making strategic and operational progress, and the company's business is well-positioned to benefit from positive market dynamics this year. In fiscal Q4 2024, The Mosaic Company (NYSE:MOS) reported $169 million in net income, while adjusted EBITDA reached $594 million. It also experienced strong phosphate prices and stripping margins, notable underlying business performance in Brazil, and solid potash performance. On April 4, RBC Capital raised the firm's price target on The Mosaic Company (NYSE:MOS) to $30 from $28, keeping a Sector Perform rating on the shares. The analyst told investors in a research note that the company has ambitious plans to improve its operations, support long-term growth, and re-allocate capital. However, these improvements are likely to materialize over time. They added that the company has a potential upside if phosphate prices remain elevated and The Mosaic Company (NYSE:MOS) can execute well. Overall, MOS ranks 5th on our list of best farmland and agriculture stocks to buy now. While we acknowledge the potential for MOS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MOS but trades at less than 5 times its earnings, check out our report about the . READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
20-03-2025
- Business
- Yahoo
Oppenheimer upgrades Mosaic on cost cuts and portfolio optimization
-- Oppenheimer upgraded The Mosaic Company (NYSE:MOS) to Outperform from Perform and set a price target of $33 given the fertilizer maker's efforts to reduce costs, optimize its product portfolio, and boost production efficiency as key drivers of future growth. Oppenheimer highlighted Mosaic's internal initiatives to improve operations, which are expected to drive adjusted EBITDA to $3.3-3.5 billion by 2030. 'We believe the LT targets provide a scaffolding for helping investors get comfortable with the self-help opportunities, with the majority of those benefits expected to materialize in the next 12 months,' Oppenheimer turnaround in sulfuric acid facilities and normalized phosphate and potash production are expected to generate $600-650 million of EBITDA uplift by 2026, the largest contributor to the projected $650-800 million increase in adjusted EBITDA by 2030. Phosphate production is expected to return to ~8 million tonnes by 2026. While Potash production is forecast to reach ~9 million tonnes by plans to reallocate $2-3 billion in capital by 2030, focusing on Tier 1 product investments and production assets while maintaining capital efficiencies. The company is also targeting a reduction in CapEx to below $850 million by 2030. Mosaic's differentiated market access is expected to provide a $100-150 million EBITDA uplift by 2030, driven by expanding performance product production, such as MicroEssentials, in Northern Brazil. Selectively targeting regions in China and India, contributing $60-80 million of adjusted EBITDA uplift by 2030. Increasing North American penetration, adding ~$100 million in adjusted EBITDA by 2030. Mosaic aims to grow beyond its core phosphate and potash markets by expanding into new products, including biologicals, which are expected to contribute ~$200 million in EBITDA by 2030 with profitability projected by Q4 2025. Oppenheimer's $33 price target is based on a 5.5x multiple of its updated 2026 EBITDA estimate of $2.62 billion. The firm cautioned that risks include a potential decline in corn prices, which could further hamper phosphate fertilizer demand. 'Our positive thesis assumes MOS execution against its operational turnaround,' Oppenheimer wrote. Related Articles Oppenheimer upgrades Mosaic on cost cuts and portfolio optimization Analysis-North American biofuels sector contracts amid trade and policy uncertainty Germany's Munich Re to buy 71% of Next Insurance, valuing it at $2.6 billion
