I'm going to keep this short and sweet. Mosaic Company (MOS) is a fertilizer producer specializing in potash. They have seen a great run in the past year, but I don't believe it's over. US recently imposed sanctions on Belarus who is a huge exporter of potash (13 million tons/yr), projected demand in coming years is 44 million tons; tl;dr huge exporter of potash is going to be cut off China recently stopped exporting potash, and they provide a large chunk through exports Potash prices are at a 13 year high Producers (MOS) can afford to charge more for their product, as agriculture pricing relating to supply/ demand is inelastic Ridiculous call volume for far OTM contracts in March just after feb earnings (currently trading $39; 90k calls at $50, and 80k more at $60) Solid chart https://www.tradingview.com/x/8of8G0jF/ Feel free to poke holes in my thesis. https://www.statista.com/statistics/439006/total-demand-for-potash-fertilizer-worldwide-prediction/ https://www.wisfarmer.com/story/news/2021/09/28/china-halts-phosphate-exports-fertilizer-prices-expected-soar/5907300001/ https://home.treasury.gov/news/press-releases/jy0512 submitted by /u/DonkeyKong27 [link] [comments] https://www.reddit.com/r/stocks/comments/rn37gc/opportunity_in_agriculture/
Accedi per aggiungere un commento
Altri post in questo gruppo
Please use this thread to discuss your portfolio, learn of other stock tickers, and help out users by giving constructive criticism.
Why quarterly? Public comp
When you sell a stock to buy another stock, do you prefer to set the estimated amount of the capital gains taxes aside in a money market or do you think it better to
Saving for retirement is crucial, but relying solely on a 401(k) might not be enough due to high inflation. Consider investing in growth stocks, especially in the tec
I’m think this is not a good investment as there is no chatter at all on the 52 week low. They are involved in a class action lawsuits by investors and credit card co
Sorry if this is the wrong sub. Let’s say I had $1 million in VOO but I wanted to sell half of it to buy SCHD. It would suck to pay taxes on $500k. So how would you g
Hey guys, I did a deep dive into Crocs. In this analysis, I will do a brief breakdown of the company and go over some quantitative data, qualitative data and estimate
