Added to YB: 2026-06-16
Pitch date: 2026-06-13
MOS [neutral]
The Mosaic Company
-3.14%
current return
Author Info
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Company Info
The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients.
Market Cap
$7.2B
Pitch Price
$23.25
Price Target
N/A
Dividend
3.88%
EV/EBITDA
5.67
P/E
160.05
EV/Sales
1.03
Sector
Chemicals
Category
turnaround
June 8th-12th - Mosaic (MOS)
MOS (update): Phosphate/potash producer trading well below book value after Q1 2026 non-GAAP EPS collapsed 89.8% to $0.05 (from $0.49) on Strait of Hormuz blockade spiking sulfur/ammonia. Mgmt cut $250M capex, curtailed production, targets $150M savings. CEO: tight phosphate supply persists long-term; uncertainty = opportunity.
Read full article (1 min)