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Posted by
Two Blokes Jul 1 -
Filed in
Stock
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Mosaic's Q1 beat and margin improvements were driven by higher fertilizer prices and Brazil's agricultural recovery, boosting near-term optimism. Phosphates production issues in Louisiana and ongoing trade war risks with Canada create significant uncertainty for Mosaic's earnings outlook. While Mosaic remains undervalued relative to sector peers, the stock is less attractive than in December due to recent price appreciation and near-term headwinds.
