MOS Mosaic Company

$MOS i do not know what ANALysts expected to be honest, but it was totally in line with my expectations. Considering opening a small pos tomorrow morning

$MOS stepping in and backing up the truck right here. Mosaic has been in full liquidation. After tagging the $26 handle on Sep 9 ($26.96), it has been absolutely pummeled, straight down to the $17 handle. That’s a 34% drawdown in six weeks, capped by yesterday’s 12.5M-share flush and a fresh low this morning at $17.83. The bal sheet tells a completely different story, IMO. Book value is $36.06 per share as of the Jun Q, and tangible book is $33.01. At $17.86 you’re paying roughly 0.50x book and 0.54x tangible for one of the largest phosphate and potash franchises in the world. The market is pricing Mosaic as if the margin trough is permanent. Fertilizer is a cycle, not a funeral. Sellers have pressed this thing into ER on Nov 3, and the $0.88 divi now yields 4.9%. For anyone with a multi-month/year horizon, buying hard ag assets at half of equity is the kind of dislocation you wait years for. Just my two cents. NFA

$MOS 1 of 13 companies to fit this stock screener: 1. US company 2. Pays 4% or higher dividend 3. Dividend Payout Ratio less than 60% 3. Price to Book Ratio less than 1.0 4. Price to Sales Ratio less than 1.0

$MOS looks like crossing 5% yield marked the bottom. Company keeping divy stable at .22 has to be a vote of confidence in future earning $NTR

$MOS Q3 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.19 down -118.27% YoY • Reported revenue of $3.1B down -10.18% YoY • Mosaics FY2026 guidance includes potash production of 8.6M, capital expenditures of $1.2B, and SG&A of $510M; Q4 2026 DAP prices are expected to average $820$840 per tonne.

$MOS I jumped into MOS around 17.20 after doing some more reading on the company . I know this is a cyclical business, so I’m not expecting things to turn around overnight, but I like the long-term potential here. At the end of the day, people need food, and farmers need fertilizer to grow it. Mosaic is an established company in the fertilizer business, and I think there’s a reasonable case for it over the long run. If fertilizer prices improve and demand stays strong, the company could be in a better position to make money. may take some time. Of course, there are risks. Fertilizer prices go up and down, costs can eat into profits, and the stock could still fall further. I’m not claiming this is the bottom, but at 17.20, I think it’s worth starting a position and seeing how things play out over time.

$MOS I’m thinking of buying a little MOS today to get my feet wet and then adding a bit more every time it dips. I don’t want to try guessing the bottom, because nobody really knows where that is. At the end of the day, people will always need food, and farmers need fertilizer to grow it. That’s what makes a company like Mosaic interesting to me, even though fertilizer prices and the overall market can still hurt the stock. Curious where everyone thinks this is headed. How much lower do you think MOS could go from here? Just sharing my thoughts, not investment advice.

$MOS Mosaic has an average rating of overweight and mean price target of $25.99 according to analysts polled by FactSet.

$MOS sulfur price dropping like a rock on trading economics website. How low does it need to go though for them to resume operation? If phosphate price continues upwards it may not be too much more perhaps.

$MOS I thought fertilizer was in short supply due to Middle East tensions. If fertilizer shipments from the Persian Gulf are reduced, why wouldn’t MOS sales pick up? Aren’t they selling to international customers? Not sure I understand this price action. Can anyone explain?

$MOS condtioning, until next leg down. Consistently the worst qtrly results out of the group. Conveniently management can atribute never-ending sp decline to sulfur constraints

$MOS I mentioned it onece I’ll mention it agian my best safe buy and hold lets gooooo!

$MOS catching a solid bid today off the recent flush bottom. Pushing into the mid-$18 s with solid price action and buyers stepping in.

$MOS this company had every conceivable headwind to win in this environment. Leadership should resign and they should just shutter this business. Don’t even bother showing up to work tomorrow, you failed.

$MOS $MOS Alert: Reports are emerging that Mosaic employees have been called into meetings and informed that mine shutdowns are planned before the holidays.

$MOS is trading at an attractive valuation, making it a potentially compelling acquisition target for Berkshire Hathaway ($BRK.B). An acquisition could also have a strategic fit given Howard Buffett’s deep background in agriculture. Howard Buffett, a farmer and philanthropist, was recently elected Chairman of Berkshire Hathaway, succeeding his father, Warren Buffett. His agricultural expertise could provide an interesting perspective on the long-term value and strategic potential of a company like Mosaic.

$MOS the sulfur problem has made this stock smell like rotten eggs. Is there any good news on the horizon or I am I about to eat a bankruptcy because MOS management sucks?

$MOS I like it nice movment today bottom is definitely in 17 was a good time to buy I actually swooped 150 16.99 shares going long with them shed half my calls today anything within 10 weeks I sold keept half of the leaps

$MOS Substanceless pumpers and bashers are the worst. They just spam nonsense as though this institutional equity is going to hear you. Good grief. This is a discussion board. Are sulfur prices coming down anytime soon? Are the phosphate mine permits being approved? Are farmers buying more potash and is margin expanding? This isn't a crypto scam or a tech stock and it will not move like one. It's an industrial commodity producer. Some of yall need jesus.

$MOS $NTR the US and global economies haven’t yet felt the squeeze in fertilizer prices because most of the orders for this year’s growing season were put in before the Iran war