MOS Mosaic Company

I am going off-script this morning with two contrarian trades I entered that may make no sense to my friend technical analysts: $MOS - started a small 2000 share position at 20.53 $WY (I know, this will totally blow people's minds) - started a 5,000 share position at 18.50 OK, now you can call me crazy. Not investments: trades.

$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 U.S. headquartered potash *should* be catching a bid. The news has indicated that the U.S. is HUNGRY for potash. It’s also confirmed that other countries have pursued potash heavy enough to book 2027 in full. Mosaic should be in the best position of any in order to profit from the U.S. market when accounting for transportation costs, tariffs, anti-Canada etc. Mosaic fits the rare mold of the company which threads the needle.

$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 that was a painful week of derisking fertilizer stocks on absolutely nonsense news! The more I study this company the more i realize how crucial they are to be successful. They've started to divest into alternatives along the core business which is under pressure with Iran war. Imo lots and lots of negative news is been priced in and if 🍊 man finally cuts a deal with Iran I see a healthy correction to the upside. But beaware swings in this one is nasty!

$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 If you are still paying attention to what Trump says you haven't learned your lesson yet...bought the dip. Will keep buying. With war coming to Europe soon Trump's pipe dreams will dissipate like the dummies that shorted MOS ..

$MOS haven’t taken an initial entry yet, but man… programmatic October fund tax selling is gonna keep hurting here—December might be bloody, lame duck & Drumpf big question marks. There’s a solid moderate duration MoS here at $19, but I’m hoping for a real fat YE pitchin the teens to put on bullish risk reversals or other structured long

$MOS Thank you! Added another 500 shares. Waiting for the monthly closing now. Closing under 19.79 will imply we ll test the 18.50 level in November. Closing above will imply the low for the year is in and a big bounce will unfold.

$MOS $46.87 per share sound good? That’s the value of Mosaic if it were valued at the same price/book ratio as Nutrien. Also keep in mind, Mosaic is paying a dividend yield 1% higher at the moment.

$MOS belarus president has already said this deal news is not true. The headline wasn’t real.

$MOS the reason why this went over 60 in 2022 was because of an energy crisis and we are very clearly in an energy crisis. But boy this has been annoying because I’m impatient

$MOS Lovely assets in an absolute tire fire of an economy. May see my lower targets quicker than I'd like. I don't short equities and wish all holders the best.

$MOS | NEUTRAL-TO-BULLISH ⚖️➡️🐂 🏢 Company Profile: World leader in concentrated phosphate and potash crop nutrients for agriculture. Cyclical value story ($2.8B Q2 revenue, $0.13 adj EPS) scaling back toward positive margins after write-off pressures. 📉 Technical Setup: Double bottoming right on horizontal channel support near $20.00–$20.20 on the 8H chart! Holding firm above $19.40 52-week low demand floor. ⚡ 🔎 Options Flow: LEAPS call buyers picking up long-term upside! • Jan 2027 $25C (22.2% OTM) ($122K sweep) 💸 • Jan 2028 $32.5C (58.9% OTM) & Jan 2028 $35C sweeps 🐋 🎯 Key Levels to Watch: • Bulls Want: Hold $20.00 & reclaim $21.50 ➡️ Targets: $23.30 / $25.50+ 🚀 • Bears Want: Hard breakdown under $19.40 52-week low. 🛑 • Wall St Target: $26.14–$26.95 consensus target (~30%+ upside). #MOS #options #trading #hovdid

$MOS There’s a lot going on with this one short term because of sulfur/diesel prices and bond rates but maybe the largest cause of pain is because while China and other major fertilizer producers governments are showering their top fertilizer companies with subsidies and tax breaks, the U.S appears determined to go the opposite direction and trip theirs up every chance it gets. Too many farmer interest groups are driving Federal policy in the White House and Congress and their singlemindednesd on price is driving the U.S. to lose the bigger strategic picture and force open its doors to foreign supply right when it’s being reported other countries are starting to weaponize their fertilizer stocks Not financial advice.

$MOS Mosaic down 6.6% over five days while $IPI has added 3.6% in the same window, a meaningful split inside a fertiliser complex that should be moving on the same crop-demand and potash-price inputs. The divergence either prices something company-specific at Mosaic that does not touch IPI, or it is a liquidity rotation the tape has not yet closed. Brent at $101.55 and Hormuz tail risk keep input-cost uncertainty elevated, which is the scenario that punishes the larger, more integrated producer first.

$MOS Good business. However, I am unwilling to pay the current price. I am a buyer here on a very extended wash out of the price. No position yet and in no rush to build one. Best of luck to current owners.

$MOS The events of this weekend almost guarantee a large move up in all fertilizer and chemical companies IMO and fairly soon.