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The Mosaic Company (MOS): A Bull Case Theory
The Mosaic Company (MOS): A Bull Case Theory

Yahoo

time4 days 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

Tariffs on Russia Could Hurt Wary U.S. Farmers
Tariffs on Russia Could Hurt Wary U.S. Farmers

New York Times

time18-07-2025

  • Business
  • New York Times

Tariffs on Russia Could Hurt Wary U.S. Farmers

American farmers are bracing for another blow should President Trump proceed with his plan to impose steep tariffs on goods imported from Russia, raising the price of a key ingredient in crop production. The United States imported $1.3 billion worth of fertilizer — mostly in the form of urea and urea ammonium nitrate — from Russia last year and is on a pace to bring in even more this year. Farmers of row crops like corn and soybeans, the biggest users of fertilizer, are already dealing with low sales prices and cannot afford rising input costs or a slowdown in supply. Mr. Trump threatened this week to levy a 100 percent tariff against Russia, as well as high tariffs against countries that do business with Russia, if there isn't a cease-fire in the war in Ukraine within 50 days. It was not clear whether fertilizer would be exempted or not, or whether Russia would face tariffs, additional sanctions or a combination of the two. 'We already know these companies that are either importing fertilizer or otherwise in the stream, they are building in the potential for disaster into the cost already,' Rob Larew, the president of the National Farmers Union, said in an interview. He said he worried that rising costs would force farmers to give up farming and sell their land. Most farmers use fertilizers that contain one of three main elements: phosphorus, potassium and nitrogen. Russia exports of urea and urea ammonium nitrate supply nitrogen, while potash is a source of potassium. Urea ammonium nitrate imports are under the most threat, said Allan Pickett, the head of fertilizer analysis at S&P Capital's agribusiness unit, since the United States imports 46 percent of that type of compound from Russia. Want all of The Times? Subscribe.

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