Key insights
- The author suggests Mosaic (MOS) presents a value opportunity in the potash sector, as other fertilizer stocks have already experienced significant gains. The rationale includes MOS's profitability, expansion into rare earths, and potential supply chain disruptions from China. This could lead to a modest positive impact on MOS shares, but the overall US market impact is limited.
I'm looking for second opinions here but in my opinion all the other fertilizer stocks has moved so massively that the risk is too high
Looking at $MOS it's actually declining and while it isn't as good as the other companies it's still profitable and it is expanding into rare earths (but it's going to take quiet a long time to get off the floor)
I know the Strait is looking like it won't be actually closed that long
But looking at $MOS, with china threatening to cut supply.
The most "value" would be from the part of the sector that hasn't run?
I could totally be wrong here but the company looks solid just not as good as your CFs and such
Would love to hear opinions from people who aren't as goofy in the head as me tho