Jun. 25 at 10:00 PM
$MOS Sulfur (a major input cost for this company) prices were the main overhang on this stock during the Straight of Hormuz blockaide which is why it didn’t rally with
$NTR $CF $IPI ect. Those peers have all come in since and started to rebound today. Still think Mosaic will outperform with the Straight now open and sulfer proces normalizing. I agree with the recent analysis revisions here: https://www.investing.com/news/analyst-ratings/freedom-broker-upgrades-mosaic-stock-rating-on-sulfur-cost-outlook-93CH-4747704