Tranzactioneaza Mosaic Company (US.MOS) - 36.23 USD (%) Tranzactioneaza

Stiri

🌻 Agricultura: cele mai noi stiri

(1) Preturile fertilizantilor 01 062023 in America de Nord la cele mai mici valori din ultimele 19 luni, dupa ce au atins maxime record anul trecut.

(2) Preturile alimentelor 01 062023 in decembrie pentru a 9-a luna consecutiv, asa incat indicele ONU pentru acesta categorie de marfuri a incheiat 2022 la o valoare aproape similara celei cu care a inceput anul. Totusi, preturile raman semnificativ mai ridicate decat media ultimului deceniu.

(3) Inovatia in echipamentele destinate fermierilor ces technology trade show adopts social theme 01 072023 printre temele principale la www.ces , cel mai important eveniment global de tehnologie.

(NL.ISAE) (US.DE) (US.NTR) (US.CTVA) (US.ADM) (US.TSN) (US.BG) (US.MOS)

Fertilizer Stocks Are Coming Back to Earth, Dragged Down by Falling Crop Prices

Falling crop prices are threatening what has been one of the surest bets in the stock market over the past two years.

Shares of fertilizer makers, including Mosaic Co. (US.MOS) and CF Industries Holdings Inc. (US.CF), have been dragged down in recent weeks by declining prices for corn, wheat and other crops. Though fertilizer stocks remain above where they traded before the pandemic, they have since spring shed much of their 2022 gains.

In mid-April, Mosaic and CF were up 99% and 55% for the year, respectively. Though they have tumbled since, they remain among the better performers in the S&amp P 500 this year. Mosaic has added 13%, and CF has gained 18% in 2022, compared with a 19% decline in the broader stock index.

Competitors Nutrien Ltd. (US.NTR), Corteva Inc. (US.CTVA) and CVR Partners LP (US.CVI) have traded in similar arcs.

Supplies of grains and fertilizer are low around the world and energy prices are high, which should keep food and fertilizer prices inflated through 2023, said Tracey Allen, commodity strategist at JPMorgan Chase &amp Co.

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Mosaic (US.MOS) Lags Q1 Earnings and Revenue Estimates


This quarterly report represents an earnings surprise of -1.23%. A quarter ago, it was expected that this fertilizer maker would post earnings of $1.95 per share when it actually produced earnings of $1.95, delivering no surprise. Mosaic shares have added about 58.9% since the beginning of the year versus the S&amp P 500's decline of -13.3%.


mosaic mos lags q1 earnings 09467.html?.tsrc=fin srch2135

A fertilizer shortage, worsened by war in Ukraine, is driving up global food prices and scarcity (NL.ISAE) (US.NTR) (US.MOS) (US.CF)


Russia also exported 11% of the world’s urea, and 48% of the ammonium nitrate. Russia and Ukraine together export 28% of fertilizers made from nitrogen and phosphorous, as well as potassium, according to Morgan Stanley. Disruptions of those shipments due to sanctions and war has sent fertilizer prices skyrocketing. High grain prices are rising even more.


a fertilizer shortage worsened by war in ukraine is driving up global food prices and scarcity 2022

Investors should watch for these five agriculture stocks, Jim Cramer says


Cramer said that while investors don’t have to own the full basket of agriculture stock picks, these five are great options: Archer-Daniels-Midland (US.ADM) ,Corteva (US.CTVA), AGCO, Deere (US.DE), Tractor (US.TSCO), “I think they’re winners, and if they go down, buy even more,” Cramer said. He also offered a short list of fertilizer companies that could be investable, though he said they are riskier to own than the agriculture stocks he listed. Here is the list of fertilizer companies: CF Industries (US.CF), Mosaic (US.MOS), Nutrien (US.NTR).&nbsp


investors should watch for these five agriculture stocks jim cramer says 2022