The Mosaic Company Reports Fourth Quarter And Full-Year 2015 Results

Mosaic (MOS) Price Target Cut On Nutrient Price Drop - UBS

UBS analyst, John Roberts, cut his target price on Mosaic (NYSE: MOS) as lower nutrient prices reduce 2016 EPS. However, the longer term picture is better with a JV coming online that should be the low cost finished phosphates producer. No change to Buy rating but the PT is reduced on a lower multiple.

While nutrient volumes should remain fairly similar with 2015, he cut 2016 EPS from $2.89 to $1.90 to reflect the lower nutrient prices and ongoing crop market... More

Piper Jaffray Cuts Price Target on The Mosaic Company (MOS) Following Weak 1Q Guidance

Piper Jaffray reiterated a Neutral rating on Mosaic (NYSE: MOS), and cut the price target to $22.00 (from $26.00), following the company's 4Q earnings report. MOS reported 4Q revenue above expectations and EPS ex-items of $0.53 came in above Street estimates of $0.44. However, Piper is adjusting estimates to reflect managements below consensus guide for FY16 and 1Q... More

The Mosaic Company (MOS) Reports In-Line Q4 EPS

The Mosaic Company (NYSE: MOS) reported Q4 EPS of $0.44, in-line with the analyst estimate of $0.44. Revenue for the quarter came in at $2.16 billion versus the consensus estimate of $1.93 billion.

Outlook:

Total sales volumes for the Phosphates segment are expected to range from 1.8 to 2.2 million tonnes for the first quarter of 2016, compared to 2.3 million tonnes last year. Mosaic's realized DAP price, FOB plant, is estimated to range from $350 to $370 per tonne for the first quarter of 2016. As Mosaic works through higher cost inventory, the segment gross margin rate in... More