I want to mark this day 5/5/2017 to see if I guessed right by calling it an entry point.
J
$MOS conversation
I have this stock on my watchlist since 1,5 years and Im thinking about going long. I thought I missed the boat already last year, but it looks like the stock is back to where it was before. I think agricultural materials are really important for the future. However, I'm doubting given the market circumstances . Especially if Mosaic is able to recover and compete against it's competitors abroad? What do you guys think about the oversupply from "developing" countries. Is Mosaic able to overcome these struggles?
P
$MOS conversation
Take a profit...........SELL on the rumor!!!!
B
$MOS conversation
Today it is a reaction to DE's numbers, shorts are covering but I am not sure that this is the start of the climb.
D
Timber.....look out below!
B
$MOS conversation
Low prices will bring this stock down again, can't wait to see low 20's.
D
Look out below!
L
$MOS conversation
Just can't see any news to push up MOS and the rest of the ferts.
P
$MOS conversation
The EPS estimate is down again..........Now it is $0.14 a share...........should we worry about it?????????
M
$MOS conversation
what is going on with this company
s
$MOS conversation
The Trump trade, i.e. commodities, is dead until Trump proves he did not collude with Russia. It is really that simple. Wall street is doubting the tax cuts and the infrastructure bills. This could all fall apart if allegations are true. If it is true then Trump undercut our constitution,democracy and the very things that make us different than the rest of the world. Remember the head of the CIA and FBI are not political hacks,even though some of you want to see it that way. Serious stuff is being talked about. Wall street is listening and watching.
J
$MOS conversation
What's amazing is the fact that POT has more debt, less revenue, and less cash than MOS. Yet, POT has a bigger market cap, and now is a take over target, or at least a merger target. If this deal goes through, I am sure MOS's price goes beyond $37/share.
D
India depleted to "bare shelves", China losing money on fertilizer. The competition Mosaic has faced has been overwhelming so I'd say it wasn't bad at all. They've actually come through two very difficult years in a position to do more with less money. It's just taking more time for a turnaround, I'm buying more MOS stock. Buying Vale was good, and cutting the dividend was prudent.
P
$MOS conversation
MOS is trading in the "M&A" mode..........:-) !!!...........who will buy it???????
J
What happened during 2007-2009 with MOS
P
$MOS conversation
The EPS estimate is DOWN again to $0.13. By Aug. 2, it will further go down to $0.05-$0.09 range. And we should see the price go down to $25 before earnings. It is not pretty. But I think the dividend will not be cut.
RBC Capital raises target for Mosaic on potash/phosphate
www.stocktargetadvisor.com/blog/rbc-capital-raises-target-on-mosaicmosnye-on-potashphosphate/
Upgrades Citigroup Buy USD 26 » USD 33
Upgrades JPMorgan Chase Overweight USD 32
Maintains Credit Suisse Outperform USD 20 » USD 24
Maintains Sbank Sector Perform USD 23 » USD 22
Target Raised by BMO Capital Markets Market Perform USD 19 » USD 20