Latest news with #Mosaic
Yahoo
10 hours ago
- Business
- Yahoo
The Mosaic Company (MOS): A Bull Case Theory
We came across a bullish thesis on The Mosaic Company on VantagePointAI's Substack. In this article, we will summarize the bulls' thesis on MOS. The Mosaic Company's share was trading at $35.27 as of July 17th. MOS's trailing and forward P/E were 30.41 and 11.82, respectively according to Yahoo Finance. A farmer carrying a bag of fertilized over his shoulder signifying the fertilizers the company produces. Mosaic (NYSE: MOS) is no longer just a traditional fertilizer producer; it has evolved into a strategically vital player at the intersection of food security, macroeconomics, and innovation. Headquartered in Tampa with operations spanning the U.S., Canada, and Brazil, Mosaic is the largest U.S. producer of phosphate and potash fertilizers, supplying over 40 countries. Its transformation is driven by modernization efforts, including automation, digital agriculture solutions, and high-value products like MicroEssentials smart fertilizers, which enhance nutrient absorption. Q1 2025 results showcased this momentum, with net income surging 429% year-over-year to $238 million and adjusted EBITDA reaching $544 million, fueled by strong Brazilian operations and efficiency gains. Mosaic is a third of the way through a $150 million cost-saving program while expanding Mosaic Biosciences, its biologicals arm, which recently launched Neptunion, a green fertilizer in China. Additional diversification comes from animal feed and industrial phosphate derivatives, non-cyclical businesses that complement its core offerings. Despite a forward P/E of 12.65, well below sector and historical averages, MOS faces risks from volatile fertilizer pricing, trade policy, currency fluctuations, and environmental regulation, amplified by a beta of 1.47. However, its global footprint, long-term supply chain partnerships, and focus on innovation position it to capitalize on agriculture's shift toward sustainable and precision farming. Analysts' 12-month price targets, ranging from $30 to $46, highlight elevated but structured uncertainty, presenting upside potential. In a world where agriculture is becoming greener and more technology-driven, Mosaic offers a compelling, undervalued investment opportunity with asymmetric risk/reward for those able to navigate its volatility. Previously we covered a bullish thesis on Corteva, Inc. (CTVA) by Business Model Mastery in April 2025, which highlighted its extensive IP portfolio, high-margin trait licensing, and integrated digital farming platform driving sustainable growth. The company's stock price has appreciated approximately by 18.39% since our coverage. This is because the thesis played out with expanding biologicals and digital adoption. VantagePointAI shares a similar but emphasizes Mosaic's modernization, biologicals push, and food security leverage. The Mosaic Company is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held MOS at the end of the first quarter which was 41 in the previous quarter. While we acknowledge the potential of MOS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. 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
Newsroom
3 days ago
- Business
- Newsroom
Financiers' big reveal on how they impact the climate
Comment: Mandatory disclosure regimes are rarely designed for convenience, but they are always designed for necessity. New Zealand's climate-related disclosure (CRD) regime, now through its first year of implementation, is a case in point. While critics may see it as burdensome or bureaucratic, the reality is far more nuanced. The disclosure rules currently apply to about 200 large financial institutions, known as climate reporting entities (CREs), that are required to report annually on their climate-related activities. This number may drop depending on the outcome of consultation to amend the rules. The CRD regime should not be seen as requiring a mere checklist exercise. Rather, annual disclosure reports are intended to serve as blueprints for strategic adaptation aimed at achieving decarbonisation targets. So, how well is it working? Early results tell a story not of failure, but of transition. There are signs the regime is beginning to reshape how institutions think about climate risk, helping shift corporate culture from passive compliance to active strategy. Still, progress is uneven. This is made crystal clear in a recent report from consultancy Mosiac FSI that examines how insurers, banks, and building societies are complying with CRD requirements relating to climate metrics and targets. In the interests of full disclosure, I collaborated with Mosaic on this research. The report offers both a snapshot of progress and a cautionary tale. It shows nearly half of the 32 sampled companies are meeting most CRD reporting requirements. However, only four (13 percent) can be considered 'front-runners' i.e., entities setting measurable, science-based carbon targets supported by reliable data. What sets these leaders apart is their access to high-quality data and their ability to translate this data into tangible metrics and performance benchmarks. Indeed, data capability is what allows these companies to treat CRD not as a regulatory hurdle, but as a core pillar of strategic planning. The report also shows a clear divergence between industries. Banks and building societies consistently outperformed insurers in nearly every climate reporting metric, including reporting on indirect greenhouse gas emissions from their business activities, and assessing climate vulnerabilities and opportunities to mitigate and adapt to climate change. Banks have an advantage here: through their lending activities, they maintain closer proximity to client operations, which provides access to richer, more granular data. Insurers, in contrast, face a more complex task: they have to navigate fragmented approaches to measuring emissions associated with insurance contracts while trying to obtain emissions data from a diverse and often opaque policyholder base. Alarmingly, the report found half of the sampled insurers, and a third of banks, have adopted climate targets that either do not support limiting global warming to 1.5°C or require reassessment to consider the company's emissions reduction potential. In a world already facing destabilisation due to floods, droughts, wildfires, and food system disruptions, soft or poorly aligned targets signal a lack of foresight and carry real financial risk. Yet there is reason for optimism. Several institutions, particularly those affiliated with the Net-Zero Banking Alliance convened by the UN, are modelling what genuine climate leadership looks like. These front-runners are adopting sector-specific targets grounded in good science, are investing in decarbonisation technologies, and incorporating emissions intensity into their lending and investment decisions. These aren't cosmetic shifts. They're market strategies that anticipate and prepare for a future where carbon carries a cost. Significant obstacles remain, however. Chief among them is accounting for 'scope 3 emissions'. These cover indirect carbon emissions that occur in the value chain, such as emissions arising from the end-of-life disposal of a company's products. Reporting on these emissions is arguably the most challenging. While 84 percent of institutions included some scope 3 disclosures in their reports, 88 percent relied on exemption provisions that allow them to delay reporting on all indirect emissions until 2026. The quality of disclosure reports is another issue. Reports are often marred either by excessive vagueness or an avalanche of irrelevant detail. The Financial Markets Authority has already highlighted the inconsistent application of materiality principles across reports. And this matters. When everything is deemed material, nothing is. When nothing is clearly material, investor trust erodes and so does the credibility of the entire reporting regime. The truth is that strong climate disclosure is no longer optional. It's a form of risk management, capital allocation, and market signalling all at once. Without robust disclosure, markets will misprice risk, capital will flow inefficiently, and stranded assets will multiply. With robust disclosure, we gain visibility, accountability, and the ability to steer through the low-carbon transition with stability rather than volatility. The CRD regime's first year offers a mirror. It shows us where we stand but, more importantly, forces us to confront where we need to go. And getting there will require more than incremental steps. It will require a shift in mindset, infrastructure, and regulatory ambition. Among the most critical steps: acknowledging the evolving nature of climate disclosure standards globally and preparing local institutions for convergence with international frameworks. From the International Sustainability Standards Board's global baseline to the EU's Corporate Sustainability Reporting Directive, these shifts will have serious implications for New Zealand entities, especially those with global operations or cross-border capital exposure. Treating climate-related disclosures as a box to tick is a missed opportunity. Leveraging them as a strategic compass could be the difference between financial fragility and long-term prosperity.
Scotsman
4 days ago
- Entertainment
- Scotsman
Album reviews: Irvine Welsh & The Sci-fi Soul Orchestra Dennis Bovell
Sign up to our Arts and Culture newsletter Sign up Thank you for signing up! Did you know with a Digital Subscription to The Scotsman, you can get unlimited access to the website including our premium content, as well as benefiting from fewer ads, loyalty rewards and much more. Learn More Sorry, there seem to be some issues. Please try again later. Submitting... Irvine Welsh & the Sci-Fi Soul Orchestra: Men in Love (Port Sunshine Recordings) ★★★★ Jah Wobble: Dub Volume 1 (Dimple Discs) ★★★★ Dennis Bovell: Wise Men in Dub (Wise Records) ★★★ Michael Steele: Mosaic (self-released) ★★★★ Irvine Welsh At various points in his literary career, Irvine Welsh has described himself as a failed musician, claimed that he was saved by acid house and created playlists for his characters to bring them to life, so music is a key trigger for his writing. He now takes that love a step further by writing and producing an album companion to his new novel, Men In Love. Advertisement Hide Ad Advertisement Hide Ad This Trainspotting sequel picks up immediately where his classic novel left off, with Renton, Spud, Sickboy and even Begbie finding salvation on the dancefloor. The setting is the Nineties but the music on Men In Love – written by the shadowy Sci-Fi Soul Orchestra with lyrics penned by Welsh – is far from the contemporary strains of Britpop and more reflective of the soulful sounds of Nineties clubland, in particular the dancefloors which reverberated to gospel house music. Welsh and compadres are clear on their inspirations, crate-digging to emulate the sounds of Philly soul and New York disco which were sampled by the deep house producers of the day. Unsurprisingly, Welsh has all the necessary vocabulary to evoke the era and a little bit more. Opening track A Man in Love with Love captures the mania of love with lusty soul vocals from Shaun Escoffery and a Chic-meets-Boney M disco breakdown. Jah Wobble Jools Holland collaborator Louise Marshall represents for the women on the disco riposte You Gotta Be Strong, cutting through the sentiment and extravagant expressions of this man in love to demand actions not words. Both she and Escoffery are Welsh's mighty mouthpieces as they testify across the album to clubbing as religion on Saviour and the transformative powers of the dancefloor on A Whole New Side Of Me. The latter is the most explicitly house music-influenced track on the album, if still dripping in delicious disco strings. With this exultant music ringing in their ears, how could Renton and co not prevail? Advertisement Hide Ad Advertisement Hide Ad You wait ages for a decent dub album and then two come along in one week. Bass ace Jah Wobble has been a dub devotee from his early days in Public Image Ltd but is not content with mere righteous vibrations on Dub Volume 1. Titles such as Old Jewish East End of London Dub suggest that this is not traditional dub territory. This geezer philosopher infuses Existential Dub with a hint of slinky Sixties exotica and uses distorted and pitchshifted vocals to unsettling effect on Lovers Rock Dub. Tragic Slavic Dub is embellished with keening klezmer violin, Dub in the East is built around an eminently melodic bassline while Tyson Dub Remix is a true dub odyssey with its wiggy analogue synths, melancholic ska brass arrangement and the sheer elasticity of Wobble's playing. On Wise Men in Dub, reggae veteran Dennis Bovell offers a more traditional adventure in sound though his curveball choice of dub-infused covers ranges from Musical Youth's Pass the Dutchie and Pete Seeger's Black and White, originally reggaefied by Greyhound but rendered here by Aswad's Brinsley Forde, to more transformative takes on The Zombies' Time of the Season, Minnie Riperton's Les Fleurs, Argent's Hold Your Head Up and The Stylistics' You're A Big Girl Now, dreamily rendered by Imagination frontman Leee John. Advertisement Hide Ad Advertisement Hide Ad Michael Steele Edinburgh-based singer/songwriter Michael Steele describes himself as 'genre-diverse' - and how on his Mosaic EP which embraces French chanson, pastoral folk, low-slung punk funk, mellow country and angular guitar picking across its ten tracks with equal credibility. There may be no stylistic consistency to speak of but you have to admire Steele's laidback audacity in offering such a dizzying pick-and-mix of styles to choose from, each as well-executed as the next. CLASSICAL Visiting Rachmaninoff: Chopin Variations | Romances (Harmonia mundi) ★★★★ One of the true delights of the 'variations" genre is to witness the assimilation of two divergent independent minds. Here we have Chopin (the simple sequential theme and solid chordal identity of his Prelude in C minor) reconsidered via the virtuosic expansionism of Rachmaninov. Moreover, Russian pianist Alexander Melnikov presents the latter's 22 Variations on a Theme by Chopin Op 22 on Rachmaninov's own piano, an instrument presented to him as a 60th birthday present and housed in the Bauhaus-style Villa Senar by Lake Lucerne commissioned by the composer in the 1930s. This well-maintained piano exhibits the same formidably brooding persona as its original owner, Melnikov mindful of such in a performance that captures both the intellectual and expressive fluidity of a constantly fascinating piece. He's joined later by soprano Julia Lezhneva, who imbues extracts from the Op 21, Op 26 and Op 34 Romances with a typically glowing, soulful Russian-ness. Ken Walton FOLK Grace Stewart-Skinner: Auchies Spikkin' Auchie (Independent Release) ★★★★ Advertisement Hide Ad Advertisement Hide Ad
Fibre2Fashion
6 days ago
- Business
- Fibre2Fashion
Mosaic opens $84 mn fertiliser plant in Brazil's Matopiba
The Mosaic Company (NYSE:MOS) continues to execute on its strategy to leverage market access and announced that its new blending, storage and distribution plant in Palmeirante, Tocantins, Brazil, will begin operations this month. An inauguration ceremony, hosted by Mosaic Executive Vice President, Commercial Jenny Wang, is being held today with state and local officials. The plant increases blending capacity and expands Mosaic's presence in the fast-growing northern region of Brazil. With a capacity to process 1 million tonnes of fertilizer annually, and approximately 500,000 tonnes in 2025, the Palmeirante facility will be a key contributor to Mosaic's ambitious growth plans in Brazil. Distribution sales are expected to grow from less than 8 million tonnes in 2024 to 13-14 million tonnes by the end of the decade. The $84 million investment in the Palmeirante facility has been completed on time and within budget. The facility is expected to earn a margin of $30-$40 per tonne-generating an anticipated internal rate of return in excess of 20 percent and demonstrating the company's commitment to capital allocation execution and reallocation in pursuit of strong shareholder returns. "The inauguration of our new plant in Palmeirante represents meaningful progress for Mosaic," said Executive Vice President, Commercial Jenny Wang. "Brazil is an agricultural powerhouse, and Mosaic has been a leader in the market for many years. We are providing farmers in the MATOPIBA region with more efficient access to the fertilizers they need and expanding Mosaic's presence in a key growing region." The facility includes significant warehouse capacity, automated blending and bagging systems, and a direct rail connection to the port of Itaqui-reducing logistics costs and providing state-of-the-art quality control technology. Note: The headline, insights, and image of this press release may have been refined by the Fibre2Fashion staff; the rest of the content remains unchanged. Mosaic has opened a new $84 million fertiliser plant in Palmeirante, Brazil, boosting its presence in the growing Matopiba region. With a 1 million-tonne annual capacity and expected 2025 output of 500K tonnes, the facility supports Mosaic's target to grow Brazil distribution to 13â€'14 million tonnes by 2030. It offers automated systems, warehouse space, and rail access to Itaqui port. ALCHEMPro News Desk (HU)
Yahoo
7 days ago
- Entertainment
- Yahoo
Dave Flebotte, ‘Desperate Housewives' and ‘Tulsa King' Writer-Producer, Dies at 65
Dave Flebotte, the Emmy-nominated writer and producer who worked on Tulsa King, Desperate Housewives, Boardwalk Empire and The PJs, has died after a long battle with cystic fibrosis. He was 65. Flebotte died Tuesday in a hospital in Missoula, Montana, his wife, Sandra Lindqvist, told The Hollywood Reporter. 'Writing to him was everything,' she said. More from The Hollywood Reporter Tom Neuwirth, Cinematographer on 'Cagney & Lacey,' Dies at 78 Ted Cordes, Longtime Broadcast Standards Executive at NBC, Dies at 87 Langley Perer, Producer and Mosaic Manager, Dies at 44 Flebotte was diagnosed with cystic fibrosis as a youngster and was told he wouldn't live past age 12, his wife said. He had a double lung transplant 28 years ago. The son of a bookie, Flebotte was born in Hanson, Massachusetts. A teacher at Emerson College persuaded him to pursue a career in writing, and he began in Hollywood in the 1990s, working on TV comedies including Good Advice, The 5 Mrs. Buchanans, Ellen and Suddenly Susan. From 1999-2000, he wrote a handful of episodes and produced the Eddie Murphy co-created Fox animated show The PJs, which earned him an Emmy nom. He also wrote and produced episodes of the ABC hit Desperate Housewives from 2008-12 and penned three episodes of HBO's Boardwalk Empire from 2011-13. In 2009, Flebotte created the sitcom Sherri, starring Sherri Shepherd, which ran for a season. The Lifetime/ABC Studios show followed Shepherd's character, a newly single mother, as she navigates the world after divorcing her cheating husband. His final project was Tulsa King, which saw him write four episodes and produce. The Paramount+ crime drama follows Sylvester Stallone's New York Mafia capo Dwight 'The General' Manfredi, who is released from prison and exiled to Oklahoma, where he sets up a criminal organization. Flebotte's other writing and producing credits included The Geena Davis Show, George Lopez, Will & Grace, The Bernie Mac Show, 8 Simple Rules, Dirt, Raising Hope, Masters of Sex, State of Mind, Chance and I'm Dying Up Here. He and his wife of 13 years moved to Montana a year and a half ago. Survivors include his children, Zach and Emma. Cindy Caponera, who worked with Flebotte on I'm Dying Up Here and Sherri, took to Instagram to share a tribute. 'Never in all of my television writing days did I meet a man so funny and kind, openhearted, smaht — he was from Boston after all — and so talented. He was an incredibly loyal friend,' she wrote. 'I also never met a writer who loved writing as much as he did. And he was so incredibly good at it. And throughout his entire illness, he never stopped creating and working — never complaining — just such a great example of how to live and love. Everyone should have at least one Dave Flebotte in their life. I'll miss you, pal.' Best of The Hollywood Reporter 'The Studio': 30 Famous Faces Who Play (a Version of) Themselves in the Hollywood-Based Series 22 of the Most Shocking Character Deaths in Television History A 'Star Wars' Timeline: All the Movies and TV Shows in the Franchise Solve the daily Crossword
