The Mosaic Company - völlig unterbewertet??? - 500 Beiträge pro Seite

[zip_3009]

hi @ all....alle meinungen sind herzlich willkommen. mosaic scheint ja, auch im vergleich zu k+s, deutlich unterbewertet. wo wird die reise hingehen?

29.11.2008 10:05

Top Pick: Mosaic: Düngemittel für den nächsten Boom

„Agrarrohstoffe sind während der Finanzkrise besonders hart getroffen worden“, sagt Stephen Leeb vom US-Börsendienst „The Complete Investor“. Aktuell schaut er daher beispielsweise auf Aktien aus diesem Sektor wie das US-Unternehmen Mosaic (News) (ISIN: US61945A1079).
„Der Aktienkurs von Mosaic hat zuletzt stark gelitten und das trotz Rekordgewinnen. Das Unternehmen ist die weltweite Nummer 2 von Düngemittel-Bestandteilen und die Nummer 1 bei Kalium. Seit dem Hoch im Juni hat die Aktie rund drei Viertel an Wert verloren und wird aktuell nur mit einem KGV von 3 auf Basis der Schätzungen für 2009 gehandelt. Der Absturz vollzog sich, obwohl Mosaic den Gewinn von 0,69 auf 2,65 Dollar pro Aktie steigern konnte. Der Hauptgrund lag wohl darin, dass das Rekordergebnis leicht unterhalb der Analystenschätzungen lag. Zusätzlich gab es die Befürchtung, dass die Bauern nicht mehr in der Lage sein werden, die Kosten für Düngemittel aufzubringen. Aber fundamental ist die Lage am Getreidemarkt angespannt – und wird es auch 2009 bleiben. Die Lagerbestände bei Sojabohnen, Weizen und Mais werden laut aktueller Prognosen weiter zurückgehen. Wir erwarten daher eine weiterhin hohe Nachfrage nach Düngemitteln, denn so können die Bauern relativ leicht höhere Erträge auf ihren Flächen erzielen. Nutzen Sie jetzt die kurzzeitige Schwäche in diesem Sektor, um beispielsweise mit Aktien vom Mosaic auf die bevorstehenden Erholung zu setzen.“

[Inkmarker]

Antwort auf Beitrag Nr.: 36.117.026 von zip_3009 am 29.11.08 17:11:40

Unterbewertung ist realtiv...

Momentan bekommt man Aktien mit einem KGV von unter 2 und teilweise sogar von unter 1.

[zip_3009]

Antwort auf Beitrag Nr.: 36.117.085 von Inkmarker am 29.11.08 17:19:53

das ist so oder so ein skandal ...hatte es nur mal branchenintern mit k+s verglichen. die liegen ja bei knapp 6, zahlen aber auch ne höhere dividende. also für mein depot sollten sie sich trotzdem gut eignen. hab mal ne erste posi aufgebaut.

[Latinl]

danke, kauf ich

[Shortsseller]

Antwort auf Beitrag Nr.: 36.117.026 von zip_3009 am 29.11.08 17:11:40

The Mosaic Company - völlig unterbewertet???JA!

[elpollo]

Ich habe auch gekauft. Immmer mehr Menschen brauchen immer mehr Nahrung. Das weiß doch jedes Milchmädchen.

[zip_3009]

Antwort auf Beitrag Nr.: 36.118.962 von elpollo am 30.11.08 15:12:06

deshalb hab ich mir gleich mal ne pizza bestellt

scheint aber ein solides investment zu sein. mein depot war eh zu tech-lastig.

[Shortsseller]

Upps! Gewinnwarnung!

[zip_3009]

gabs hier in der zwischenzeit was zu meckern? läuft doch gut

[zip_3009]

News - 16.12.08 15:03

Wall Street: Hoffen auf Bernanke

Die US-Börsen dürften am Dienstag freundlich eröffnen. Anleger hoffen auf eine kräftige Zinssenkung der US-Notenbank Fed am Abend. Die Aktien der Investmentbank Goldman Sachs sind trotz historischem Milliardenverlust vorbörslich gefragt.

Auch Analystenkommentare könnten die Kurse bewegen. Merrill Lynch hob die Titel der Düngemittelhersteller Potash und Mosaic von "Underperform" auf "Buy". Für Mosaic erhöhte sie das Kursziel von 45 auf 49 Dollar und für Potash von 80 auf 90 Dollar.

[zip_3009]

News - 16.12.08 15:28

ANALYSE: Merrill Lynch hebt Mosaic auf 'Buy' - Ziel erhöht auf 49 US-Dollar

NEW YORK (dpa-AFX Broker) - Merrill Lynch hat die Aktie von Mosaic von 'Underperform' auf 'Buy' hochgestuft und das Kursziel von 45 auf 49 US-Dollar angehoben (vorbörslicher NYSE-Kurs: 33,60 Dollar). Die Fundamentaldaten der Düngemittelhersteller bewegten sich in der Nähe ihres Tiefpunkts, schrieb Analyst Steve Byrne in einer Studie vom Dienstag.

Die Düngemittelpreise könnten zwar noch weiter sinken, allerdings dürfte dies bereits weitgehend vom Markt berücksichtigt sein. Das Aufwärtspotenzial sei daher höher als die Abwärtsrisiken, so der Experte weiter. Er stufte neben der Mosaic-Aktie auch die Titel der Konkurrenten Potash Corp. , Intrepid und Terra Industries hoch.

Gemäß der Einstufung 'Buy' geht Merrill Lynch davon aus, dass die Aktie einen Gesamtertrag aus Kursgewinn und Dividende von mindestens 10 Prozent abwerfen wird./ajx/gjl

Analysierendes Institut Merrill Lynch & Co.

Quelle: dpa-AFX

[zip_3009]

allen ein gesundes und erfolgreiches 2009

[zip_3009]

heute schön fest vor den quartalszahlen am montag.

[zip_3009]

das läuft ja wie ein länderspiel

[zip_3009]

Citi Maintains a 'Buy' on Mosaic (MOS), Lowers Price Target

January 5, 2009 10:19 AM EST

Citi maintains a 'Buy' on Mosaic Co (NYSE: MOS), but lowers price target from $86 to $80.

Citi analyst says, "We are lowering our FY2009 estimate to $7.80 from $8.80 to reflect the ongoing weakness in phosphate prices and lack of purchasing activity in both phosphates and potash. We expect MOS to post a lowered F2Q operating EPS of $1.40 when it issues results after-market on Jan 5th, and guide to weaker phosphate realizations for F3Q. We now estimate MOS will earn $0.90 in F3Q before order activity rebounds in F4Q, when spring planting deadlines approach. Based on our positive view of future grain prices and expectations for fertilizer demand to recover, we are maintaining our Buy/High-Risk rating with a new, lowered 12-month target price of $80."

The Mosaic Company (Mosaic) is a producer of phosphate and potash crop nutrients for the agricultural industry.

[zip_3009]

ohne kommentar

[hummels]

Antwort auf Beitrag Nr.: 36.324.891 von zip_3009 am 07.01.09 15:52:16

ES LÄUFT !!!

[zip_3009]

Antwort auf Beitrag Nr.: 36.326.279 von hummels am 07.01.09 18:12:58

na schaffen wir heut noch ein miniplus? die märkte sind ja wieder voll am abkacken......

[hummels]

Gibt es denn hier irgendwas neues?

[R-BgO]

Mosaic's Potash Attracts Vale's Eye 2 comments
by: Ockham Research July 16, 2009 | about: AGU / MOS / POT / VALE
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Shares of Mosaic Co. (MOS) are trading 11% higher today amid market speculation that the fertilizer company will be a take over target. The likely suitor, according to Bloomberg (via a Brazilian newspaper), would be Vale SA (VALE) the South American mining giant. Vale has made it known that they would like to grow their influence in Potash mining and firms like Mosaic and Potash Corp. of Saskathewan (POT) would be attractive because they already own and operate mines for potassium used in potash fertilizer. Both companies have sold off quite a bit since commodity prices have started to decline about a year ago.

Assuming that the speculation is more than just a rumor, we think that Mosaic represents the better value to a potential takeover than does Potash Corp. We currently have a valuation of Fairly Valued placed on POT, while we are reaffirming our Undervalued stance on MOS. Mosaic, the smaller of the two, is down nearly two-thirds from where it was a year ago and Potash while still well below those high levels has only declined 54%. The other closest competitor Agrium (AGU) has tracked much closer to the price of Potash rather than Mosaic.

On a year over year basis, Mosaic has been able to keep earnings more steady than has Potash, whose fiscal year 2009 profits are expected to drop by half. Mosaic reports their fiscalMOS 2009 fourth quarter results a week from Friday (7/22) and is expected to produce profits that have only fallen 10% from a year ago. However, this comparison is misleading as Mosaic’s results still contain the high prices of last summer. We can attempt to normalize these numbers by looking at the price-to-cash earnings (stripping out depreciation and other non cash events) of these companies. Potash’s price has historically ranged between 9.1x and 20.8x multiple of cash earnings, and the current figure is slightly below that range at 7.1x. However, Mosaic over the last ten years has fetched a bigger premium of 12.1x to 27.1x, currently however the current level is 59% below the low end of the historical range.

The speculation has neither been confirmed or denied, but it is clearly moving the stock on heavy volume. The speculation is that a takeover bid for Mosaic would be somewhere around $25 billion, which is a little over $56 per share. Based on the Ockham methodology that is a reasonable price to pay for Mosaic, and of course would accomplish some of Vale’s goals of increasing its Potash mining production. Although, for value investors you have probably missed the boat because the upside potential of a takeover is fairly limited unless Potash prices increase quickly in the short run. Furthermore, if the rumors do not materialize investments in Mosaic would likely drop to prices in the mid to low $40s.

[juliusjr]

Hier mal ein interessanter artikel:
http://epaper.fuw.ch/files/epaper/publications/fw/fw31102009…

Hab dazu aber auch eine Frage die ich mir trotz google nicht beantworten kann:
Wie ist die genaue aktionärstruktur von mosaic??
Kann mir jemand helfen?

[juliusjr]

Die Aktionärsstruktur wurde mir im arivaforum schon mitgeteilt

[zip_3009]

heute q-zahlen.....

[R-BgO]

Mosaic To Sell Its Minority Stake In Brazilian Ferilizer Venture To Vale - Update
2/11/2010 12:39 PM ET

(RTTNews) - Fertilizer producer Mosaic Co. (MOS: News ) said it has granted an option to buy its minority stake in Fertilizantes Fosfatados S.A. and Fertifos Administracao e Participacao S.A. to a subsidiary of Brazilian miner Vale S.A (VALE: News ).

Plymouth, Minnesota-based Mosaic also said it has granted Vale an option to buy its Cubatao fertilizer operations in Brazil.

Mosaic said the total purchase price for its 20% minority stake in the Brazilian venture and the Cubatao operations is I excess of $1 billion.

The sale is subject to Vale closing its previously announced purchase of Bunge Group's (BG) fertilizer business in Brazil, including its interest in Fertilizantes Fosfatados. Last month, Bunge said it has agreed to sell its fertilizer nutrients assets in Brazil, including its interest in Fertilizantes Fosfatados, to Vale for $3.8 billion in cash.
The sale of the Cubatao operations is expected to follow the closing of the sale of Mosaic's stake in Fertilizantes Fosfatados and Fertifos Administracao.

Mosaic said the poposed transaction will have no impact in its fertilizer blending and distribution business Brazil and its SSP production and port activities in the Paranagua complex.

Mosaic shares are currently trading at $58.45, up $1.03 or 1.79%. Vale shares are currently trading on the NYSE at $26.72, up 52 cents or 1.98%.

[R-BgO]

01.04.2010 02:05
Mosaic Invests in Bayovar Phosphate Project


PLYMOUTH, Minn., March 31 /PRNewswire-FirstCall/ -- The Mosaic Company announced today that it entered into an agreement with Vale S.A. and Mitsui&Co., Ltd. related to a proposed joint venture that will own the Bayovar phosphate rock mine being constructed by Vale in Peru. Terms of the agreement include a 35 percent economic interest in the Bayovar phosphate rock mine along with a commercial offtake supply agreement that would give Mosaic the right to purchase 35 percent of the phosphate rock produced from the Bayovar mine. The Bayovar rock will be used in Mosaic's global phosphate operations. Total consideration to be paid by Mosaic to Vale for its stake in the joint venture will be $385 million. The transaction is expected to close within the next three months. Phosphate rock production at Bayovar and deliveries to Mosaic are expected to begin in the second half of calendar 2010.

"This transaction advances our strategic objective to secure additional phosphate rock outside of North America," said Jim Prokopanko, Mosaic's President and Chief Executive Officer. "Bayovar enhances Mosaic's existing 35-year phosphate rock reserves in Florida and reinforces our commitment to remain one of the top integrated phosphate producers in the world. We look forward to our new partnership with Vale and Mitsui."

The transaction is subject to the parties' finalization of a definitive shareholders' agreement and commercial offtake agreements, certain regulatory approvals and other customary closing conditions, which the parties expect to complete within three months.

[R-BgO]

PLYMOUTH, Minn., July 22 /PRNewswire-FirstCall/ -- The Mosaic Company announced today net earnings of $396.1 million, or $0.89 per diluted share, for the fourth quarter ended May 31, 2010. These results compare with net earnings of $146.9 million, or $0.33 per diluted share, for the fourth quarter ended May 31, 2009.

KEY ITEMS -- Total phosphate sales volumes were 2.3 million tonnes and the average diammonium phosphate (DAP) selling price was $438 per tonne -- Potash sales volumes rebounded from 0.6 million tonnes a year ago to 1.8 million tonnes and the average muriate of potash (MOP) selling price was $336 per tonne -- Gross margin as a percent of net sales improved to 37 percent, compared to 13 percent in the prior year -- Foreign currency transaction losses were $0.6 million versus losses of $297.9 million, or $0.42 per share last year -- Income tax expense was $138.8 million compared to a benefit of $330.3 million a year ago -- Cash flow from operating activities was $532.1 million for the fourth quarter of fiscal 2010 an improvement of $226.3 million from the prior year -- The Company maintained a strong financial position with cash and cash equivalents of $2.5 billion as of May 31, 2010 -- A recently issued permit for an extension of Mosaic's South Fort Meade phosphate rock mine is being challenged in Federal court. If a preliminary injunction requested by the plaintiffs is granted, the Company's phosphate operations could be impacted

Mosaic had net sales in the fourth quarter of fiscal 2010 of $1.9 billion, an increase from $1.6 billion, or 17 percent, compared to the same period last year.

Mosaic's gross margin for the fourth quarter of fiscal 2010 was $687.6 million, or 37 percent of net sales, compared with $204.1 million, or 13 percent of net sales, a year ago. Fourth quarter operating earnings were $547.6 million, an improvement of $421.3 million over the prior year. The increases in gross margin and operating earnings were primarily due to improved phosphates selling prices, lower sulfur costs and increased potash sales volumes, partially offset by lower potash selling prices.

"We are pleased with our strong fourth quarter results," said Jim Prokopanko, Mosaic's President and Chief Executive Officer. "Crop nutrient application rates and shipments have snapped back from last year's levels and a strong recovery in both the phosphates and potash markets is underway."

Phosphates

Net sales in the Phosphates segment were $1.2 billion for the fourth quarter, comparable to the prior year. Phosphates' fourth quarter gross margin was $306.6 million, or 26 percent of net sales, compared with a loss of $31.9 million for the same period a year ago. Operating earnings were $221.1 million, an increase of $300.3 million over the fourth quarter of fiscal 2009, primarily due to higher selling prices and lower sulfur costs. In addition, fiscal 2009 fourth quarter results included a $61.4 million inventory lower of cost or market write-down.

The average fourth quarter DAP selling price, FOB plant, was $438 per tonne, compared to $365 a year ago and $336 in the third quarter of fiscal 2010.

Phosphates segment total sales volumes were 2.3 million tonnes, compared to 2.5 million tonnes a year ago. Declines in International and Blend crop nutrient volumes from the year ago quarter were partially offset by an increase in North American crop nutrient demand.

Mosaic's North American phosphate production was 1.9 million tonnes compared with 2.0 million tonnes a year ago.

"Our Phosphates gross margin increased significantly compared to a year ago due to strong demand, solid execution, the rebound in phosphate prices, product mix shifts and improved sentiment in agricultural commodity markets," said Prokopanko. "The phosphate market is robust. North American producer inventories are likely to remain below average throughout this fiscal year and demand remains strong, particularly in India, Brazil and North America."

Potash

Net sales in the Potash segment totaled $696.5 million for the fourth quarter, nearly double the level of sales from a year ago of $386.8 million. The Potash segment's gross margin increased to $378.1 million in the fourth quarter, or 54 percent of net sales, compared with $221.2 million, or 57 percent of net sales in the same period last year. Operating earnings were $346.9 million in the fourth quarter, compared to $198.6 million in the prior year. The improvement in fourth quarter operating earnings was due to significantly improved sales volumes and the favorable effect of higher production volumes, partially offset by a decline in selling prices.

The average fourth quarter MOP selling price, FOB plant, was $336 per tonne compared to $540 a year ago and was down modestly from $356 in the third quarter of fiscal 2010.

The Potash segment's total sales volume for the fourth quarter of fiscal 2010 nearly tripled from a year ago to 1.8 million tonnes as a result of rebounding demand in all key markets.

Potash production was 1.9 million tonnes, up sharply from 0.7 million tonnes a year ago. Production rates were increased in the third quarter and continued in the fourth quarter due to improved demand for potash.

"Our potash business is returning to normal, demand is getting back on track and shipments are expected to recover in a two-step process. North American producer inventories have declined sharply during the last six months and are expected to remain at or near 3-year averages throughout the fiscal year," said Prokopanko.

Other

Selling, general and administrative expenses were $113.7 million compared to $83.3 million for the same period a year ago. The increase was due to a variety of items including higher incentive compensation and consulting costs.

A foreign currency transaction loss of $0.6 million was recorded in the fourth quarter compared to a loss of $297.9 million for the same period last year. The year ago loss was largely the result of the effect of a weaker U.S. dollar on significant U.S. dollar denominated intercompany receivables and cash held by Mosaic's Canadian subsidiaries. The Company intentionally does not hedge this activity as it does not represent economic or cash flow exposure.

Net unrealized mark-to-market derivative gains, included in cost of goods sold, were $9.3 million compared to net unrealized derivative gains of $30.9 million a year ago.

Income tax expense was $138.8 million in the fourth quarter resulting in an effective tax rate of 26 percent, compared to an income tax benefit of $330.3 million for the same period last year.

Cash flow provided by operating activities in the fourth quarter of fiscal 2010 was $532.1 million compared to $305.8 million in the year ago quarter. The increase in cash flow from operating activities, primarily due to higher net earnings, funded the Company's increased capital expenditures in the quarter of $275.0 million. Mosaic's total debt and cash and cash equivalents as of May 31, 2010 were $1.3 billion and $2.5 billion, respectively.

Year-to-Date

For the year ended May 31, 2010, net sales were $6.8 billion, a decline of 34 percent from $10.3 billion reported in fiscal 2009. Year-to-date operating earnings were $1.3 billion compared to $2.4 billion for the same period last year. Operating earnings in fiscal 2010 results include a $51.2 million pre-tax charge related to the write-off of certain assets while operating earnings in fiscal 2009 results include a $383.2 million inventory lower of cost or market write-down. A foreign currency transaction loss of $32.4 million was recorded for fiscal 2010 compared with a loss of $131.8 million for the same period a year ago. Unrealized mark-to-market derivative gains, primarily on natural gas contracts, included in cost of goods sold, were $72.7 million compared to losses of $134.6 million the prior year. Equity earnings in non-consolidated entities was a loss of $10.9 million compared with earnings of $100.1 million last year. Fiscal 2009 results also included a $673.4 million gain on the sale of Mosaic's interest in Saskferco Products ULC in October 2008.

Market Outlook

Back-to-back record harvests have built global grain and oilseed stocks to more secure levels. However, grain and oilseed demand continues to increase at a swift and steady pace and farmers will need to continue to plant record area and reap record yields in order to meet projected demand.

Recent statistics indicate a strong recovery in phosphate and potash demand is underway. After the industry slowdown in 2009, phosphate shipments have nearly recovered in one big step while potash shipments are expected to recover in two steps.

Global phosphate shipments are projected to climb to 54 to 56 million tonnes in calendar 2010 and 55 to 57 million tonnes in calendar 2011. Key growth regions for phosphates include India, Brazil, and Argentina. India's phosphate imports could reach record levels during the fertilizer year ending March 2011 with estimates in the 7.5 million tonne range, assuming normal monsoon rainfall. Brazil imports are expected to be around 2.5 million tonnes in calendar 2010 with peak shipments expected over the next 60 days.

Global potash shipments are projected to climb to 46 to 48 million tonnes in calendar 2010 and to further increase to 52 to 54 million tonnes in calendar 2011. Imports by Brazil, China, India and other Asian regions are expected to drive the increase in potash demand. Brazilian shipments are estimated to be over 6 million tonnes in 2010 while China's imports are estimated to be in the 5.5 million tonne range. India's appetite for potash is expected to rebound to 5.8 million tonnes in calendar 2010.

"Mosaic's future is bright. Phosphate demand is strong, potash demand is recovering and prospects for the agricultural sector are positive. Market sentiment is improving and is beginning to align with positive underlying fundamentals," Prokopanko added.

Financial Guidance

Total sales volumes for the Phosphates segment are expected to range from 2.8 to 3.2 million tonnes for the first quarter of fiscal 2011. Mosaic's realized DAP price, FOB plant, for the first quarter of fiscal 2011 is estimated to be $410 to $440 per tonne.

Total sales volumes for the Potash segment are expected to range from 1.2 to 1.5 million tonnes for the first quarter of fiscal 2011. Significantly higher sales volumes are expected in the Company's second fiscal quarter. Mosaic's realized MOP price, FOB plant, for the first quarter of fiscal 2011 is estimated to be in the range of $300 to $330 per tonne.

The Company's operating rate at its North American phosphates operations is expected to range between 85 and 90 percent of capacity during the first quarter. The first quarter operating rate in the Potash segment is expected to range between 60 and 65 percent, down from the fourth quarter due to planned seasonal turnarounds.

The Company continues to advance its brownfield potash expansion plans at its three Saskatchewan, Canada mine sites and to fund projects that improve efficiencies. Capital spending for fiscal 2011 is expected to range from $1.4 billion to $1.6 billion. In addition, the Company has closed on a $385 million investment in the Miski Mayo phosphate rock mine joint venture located in the Bayovar region of Peru which will be accounted for as an equity investment.

Selling, general and administrative expenses are estimated to range between $360 million to $380 million in fiscal 2011.

Mosaic estimates an effective income tax rate in the 30 percent range, exclusive of the expected sale of the Company's equity investment in Fosfertil S.A.

Canadian resource taxes and royalties for fiscal 2011 will continue to be favorably impacted by the resource tax deduction related to the Company's potash expansion plans. Canadian resource taxes and royalties are estimated to range between $150 million to $200 million in fiscal 2011. Management's estimate of the resource tax and royalties requires management to make significant assumptions about a number of factors, primarily projected selling prices and volumes, capital spending and foreign currency exchange rates. Canadian resource taxes and royalties are included as a component of cost of goods sold in the Company's consolidated income statement.

[RadyP]

Joe Weisenthal, On Tuesday August 17, 2010, 6:27 am

BHP Billiton, the world's biggest raw commodities miner, has announced an unsolicited takeover bid for Canadian fertilizer player Potash.

Potash has rejected the bid, which values the company at $38 billion -- just 16% above its current value -- for being "grossly inadequate."

Potash has also instituted a poison pill.

Here's the key section from Potash's announcement:
"The PotashCorp Board of Directors unanimously believes that the BHP Billiton proposal substantially undervalues PotashCorp and fails to reflect both the value of our premier position in a strategically vital industry and our unparalleled future growth prospects," said PotashCorp Chairman Dallas J. Howe. "After careful consideration, and in the interest of transparency, our Board determined to proactively disclose BHP Billiton's unsolicited, non-binding proposal to our shareholders. We believe it is critical for our shareholders to be aware of this aggressive attempt to acquire their company for significantly less than its intrinsic value. The fertilizer industry is emerging from the recent global economic downturn, and we feel strongly that PotashCorp shareholders should benefit from the current and potential value of the Company. We believe the BHP Billiton proposal is an opportunistic effort to transfer that value to its own shareholders." PotashCorp President and Chief Executive Officer Bill Doyle commented, "Global demand for food is steadily increasing, creating an attractive operating environment for the entire fertilizer industry and, with our premier position, PotashCorp is uniquely poised to benefit. We believe our Board and management team are successfully executing our business plan and producing strong results. With our unmatched asset base and proven strategies, we believe we are well positioned to exceed the expectations of customers around the world and deliver compelling value to our shareholders."

Some key ideas to think about are what this says about BHP Billiton's growth outlook for food demand, what it says about the use of corporate cash, and just what a possible megadeal like this says about confidence, etc.

Presumably this won't end the BHP/Potash story (it's just the beginning) and naturally it will provoke plenty of interest in other fertilizer players, like Mosaic.

As you can see, Potash remains well of pre-bus highs.

[MK77]

Das hat mir heute ein Freund aus Detroit geschickt!

The strongest bidder for Potash, one that could easily pay more than BHP because of greater economies of scale, would be another potash or fertilizer company. Brazilian mining giant Vale SA (VALE: 26.75, +0.34, +1.28%) is aggressively expanding its potash production, and aims to be the one of the world’s largest producers by 2017. Mosaic (MOS: 58.66, +1.41, +2.46%) is a close rival to Potash Corp. Or perhaps MOS could be a target itself. Its share price jumped after the Potash bid, but at a recent $57, it still looks reasonable compared to Potash Corp!

[R-BgO]

13.04.2012 Düngemittelhersteller Mosaic steigert die Dividende um 150 Prozent
Der amerikanische Düngemittelhersteller Mosaic Company (ISIN: US61945A1079, NYSE: MOS) wird die Quartalsdividende um 150 Prozent auf eine Höhe von 12,5 US-Cent anheben. Die nächste Dividende wird am 17. Mai 2012 ausbezahlt. Mosaic schüttet auf das Jahr gerechnet zukünftig 0,50 US-Dollar an die Investoren aus. Die Dividendenrendite des Konzerns liegt beim aktuellen Börsenkurs von 51,17 US-Dollar bei 0,97 Prozent.

Mosaic verfügte zum 29. Februar 2012 über Liquiditätswerte im Volumen von 3,2 Mrd. US-Dollar. Die Aktie von Mosaic verlor in den letzten 12 Monaten knapp 33 Prozent an Wert. Mehrheitseigentümer des Konzerns aus Plymouth ist die Cargill Inc. aus Minnesota. Cargill wurde 1865 gegründet und zählt heute mit einem Jahresumsatz von über 116 Milliarden US-Dollar zu den weltweit größten Familienunternehmen.

[Choleriker]

Will den Faden reaktivieren, bevor er einschläft. Grund: Habe The Mosaic Corp. unter Beobachtung.

[El_Matador]

Antwort auf Beitrag Nr.: 45.087.293 von Choleriker am 21.07.13 20:45:31

eine reaktivierung des threads macht sinn.

es gibt immer wieder aufflammende uebernahmefantasie (bhp billiton). eine uebernahme sei billiger als ein ausbau des jansen-projekts durch bhp.

der russische und weissrussische kali wird wohl nicht in mengen nach amerika transportiert werden.