MOS

Mosaic Company The

Industrial/Transportation


Presented:10/08/2013
Price:$45.64
Cap:$19.40B
Current Price:$25.53
Cap:$8.13B

Presented

Date10/08/2013
Price$45.64
Market Cap$19.40B
Ent Value$16.83B
P/E Ratio18.77x
Book Value$29.12
Div Yield1.9%
Shares O/S425.82M
Ave Daily Vol7,880,000
Short Int4.40%

Current

Price$25.53
Market Cap$8.13B
The Mosaic Company produces and markets concentrated phosphate and potash crop nutrients for the agriculture industry worldwide. It operates in two segments, Phosphates and Potash. The company also offers phosphate-based animal feed ingredients; and produces and sells potash for use as fertilizers and animal feed ingredients, as well as for use in various industrial applications. Its potash products are also used for de-icing and as a water softener regenerant. The Company sells its products to wholesale distributors, retail chains, cooperatives, independent retailers, and national accounts through a network of sales offices, crop nutrient blending and bagging facilities, port terminals, and warehouse distribution facilities. The Mosaic Company was founded in 2004 and is headquartered in Plymouth, Minnesota.

Highlights

Despite the complexity of the global supply disruption and Russia/ Belarus situation the presenter is long shares of Mosaic (MOS) and believes it will not be much longer before potash market dynamics return to pre-event levels. He views the decline in MOS shares as an overreaction and buying opportunity, with patient investors seeing upside to $60 (15x his $4 EPS estimate).

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Idea Discussion

Commentor 1 - 2 weeks ago

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