You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an alternative browser.
You should upgrade or use an alternative browser.
MOS - Earnings play
- Thread starter MrDODGE
- Start date
LONG BEACH - Tcw Group Inc added the Mosaic Co (MOS) company to their portfolio, by buying 836,145 shares as shown by filings made public on 2008-05-02.
http://www.mffais.com/newsarticles/2008-05-02/2481596-125380.html
http://www.mffais.com/newsarticles/2008-05-02/2481596-125380.html
"We're in a new era," said Mike Helmar, director of industry economics at Moody's Economy.com, "where prices are going to be a bit higher than they were in the past."
http://biz.yahoo.com/ap/080527/food_inflation_winners.html?.v=7
http://biz.yahoo.com/ap/080527/food_inflation_winners.html?.v=7
Mosaic Co (MOS) newly added by Dreyfus Founders Balanced Fund
Dreyfus Founders Balanced Fund added the Mosaic Co (MOS) company to their portfolio, by buying 7,000 shares as shown by filings made public on 2008-05-29.
http://www.mffais.com/newsarticles/2008-05-29/2481596-96908.html
Dreyfus Founders Balanced Fund added the Mosaic Co (MOS) company to their portfolio, by buying 7,000 shares as shown by filings made public on 2008-05-29.
http://www.mffais.com/newsarticles/2008-05-29/2481596-96908.html
The Mosaic (MOS) RALLY beginning.
MOS is very undervalued on forward P/E basis
FRANKFURT, June 3 (Reuters) - German potash maker K+S (SDFG.DE: Quote, Profile, Research) sharply raised its forecast for 2008 core profit for the second time in three weeks on Tuesday, citing rising prices for fertilisers.
http://www.reuters.com/article/marketsNews/idCAL0318851920080603?rpc=44
MOS is very undervalued on forward P/E basis
FRANKFURT, June 3 (Reuters) - German potash maker K+S (SDFG.DE: Quote, Profile, Research) sharply raised its forecast for 2008 core profit for the second time in three weeks on Tuesday, citing rising prices for fertilisers.
http://www.reuters.com/article/marketsNews/idCAL0318851920080603?rpc=44
Citigroup Global Markets úD Equity Research
3 June 2008 night
What's New ¡X MOS provided select financial and operating guidance for FY09
and indicated it expects to report "robust" 4Q results. The company anticipates
FY09 phosphate sales volume of 9.0¡V9.4 mln tonnes (vs. our 9.1 mln tonnes
est) and potash of 8.2-8.6 mln tonnes (vs. our 9.1 mln tonnes est). Potash
volume guidance appears light, but our EPS estimate of $14.70 is mostly
driven by pricing so we are not concerned with the lower volume.
Ææ Pricing for F1Q09 ¡X MOS expects to realize F1Q DAP pricing of $1,020-
$1,080/tonne and potash pricing of $460-$510/tonne compared to our
respective estimates of $1,038/tonne and $481/tonne, which stand at the lower
end of the ranges. While there are other variables consider, there may be
upside to our F1Q estimate of $2.78. In addition, spot markets for DAP and
potash suggest even higher price realizations in F2Q.
Ææ Other Detail ¡X FY09 guidance included capex of $900-$1,100 mln, SG&A of
$360-$390 mln, resource taxes and royalties of $700-$1,000 mln, and an
effective tax rate of 30-35%, all well above the prior year due to potash
expansions and rising profitability. Please see Figure 1 for a comparison of
FY08 vs FY09 guidance.
Ææ Conclusion(s) ¡X Stepping back from the details, we believe this initial guidance
supports our street high estimate of $14.70 for FY09 vs the Street of $11.26,
implying that MOS shares are trading at an attractive 8.9x P/E with a free cash
flow yield of ~10% despite the capex bump. We reiterate our Buy (1 H) rating and $200 target price
Commodity Agriculture (Citi)
3 June 2008 night
What's New ¡X MOS provided select financial and operating guidance for FY09
and indicated it expects to report "robust" 4Q results. The company anticipates
FY09 phosphate sales volume of 9.0¡V9.4 mln tonnes (vs. our 9.1 mln tonnes
est) and potash of 8.2-8.6 mln tonnes (vs. our 9.1 mln tonnes est). Potash
volume guidance appears light, but our EPS estimate of $14.70 is mostly
driven by pricing so we are not concerned with the lower volume.
Ææ Pricing for F1Q09 ¡X MOS expects to realize F1Q DAP pricing of $1,020-
$1,080/tonne and potash pricing of $460-$510/tonne compared to our
respective estimates of $1,038/tonne and $481/tonne, which stand at the lower
end of the ranges. While there are other variables consider, there may be
upside to our F1Q estimate of $2.78. In addition, spot markets for DAP and
potash suggest even higher price realizations in F2Q.
Ææ Other Detail ¡X FY09 guidance included capex of $900-$1,100 mln, SG&A of
$360-$390 mln, resource taxes and royalties of $700-$1,000 mln, and an
effective tax rate of 30-35%, all well above the prior year due to potash
expansions and rising profitability. Please see Figure 1 for a comparison of
FY08 vs FY09 guidance.
Ææ Conclusion(s) ¡X Stepping back from the details, we believe this initial guidance
supports our street high estimate of $14.70 for FY09 vs the Street of $11.26,
implying that MOS shares are trading at an attractive 8.9x P/E with a free cash
flow yield of ~10% despite the capex bump. We reiterate our Buy (1 H) rating and $200 target price
Commodity Agriculture (Citi)
Short Term Indicators Average: 80% - Buy
Medium Term Indicators Average: 75% - Buy MOS
Long Term Indicators Average: 67% - Buy
http://quote.barchart.com/texadv.asp?sym=MOS
And MOS will be overbought only above $149. The stock has room to go up
http://charts3.barchart.com/procal.asp?sym=MOS
Medium Term Indicators Average: 75% - Buy MOS
Long Term Indicators Average: 67% - Buy
http://quote.barchart.com/texadv.asp?sym=MOS
And MOS will be overbought only above $149. The stock has room to go up
http://charts3.barchart.com/procal.asp?sym=MOS
Quote from aresky:
"We're in a new era," said Mike Helmar, director of industry economics at Moody's Economy.com, "where prices are going to be a bit higher than they were in the past."
http://biz.yahoo.com/ap/080527/food_inflation_winners.html?.v=7
Thats what I've been saying for the past year. The new era is real, and I am making a lot of $$ with MOS and Visa stock. I know how to make money in stocks and am rarely wrong.
Quote from stock_trad3r:
Thats what I've been saying for the past year. The new era is real, and I am making a lot of $$ with MOS and Visa stock. I know how to make money in stocks and am rarely wrong.
Those AG stocks will fall just like the rest of those stocks that everyone thinks only go one way, UP.
When GOOG was 700 everyone thought it was going to $1000, what happened, stock fell over 45%, CME is another high flying stock that has recently dropped off a cliff, every stock will shine and every stock will fall, just like these AG stocks, they will fall very hard just like every stock that becomes the darling of wallstreet.
Quote from S2007S:
Those AG stocks will fall just like the rest of those stocks that everyone thinks only go one way, UP.
When GOOG was 700 everyone thought it was going to $1000, what happened, stock fell over 45%, CME is another high flying stock that has recently dropped off a cliff, every stock will shine and every stock will fall, just like these AG stocks, they will fall very hard just like every stock that becomes the darling of wallstreet.
Doing very well this year. I don't see MOS or Visa topping out anytime soon. GL