MOS

DefiantDelta

every day that MOS is red is an opportunity

djklmnop

MOS is spiking. Whats going on?

the_mind_goblin1

ah shit did I buy the top on MOS lol

No_Locksmith_7965

not gonna lie for some reason this has been my most profitable month ever straight MOS, DHT, NAT, SPY puts , SQQQ like i’ve got enough for this taycan lease these last 3 weeks

Forsaken_Leader_8

Spot on with the second-order thinking. Everyone stares at the front-month oil contracts, but the natural gas-to-nitrogen pipeline is where the real supply shock lives. I’ve been keeping an eye on the institutional flow for CF and MOS on signalwhisper to see if the rotation is actually starting. It’s a classic lag play—energy spikes, then the fertilizer producers catch the bid once the market realizes the input costs are shifting. That Sept 18th expiry gives you enough time for the "obvious" realization to hit the broad market.

After-Violinist-7485

leaps on MOS. thank me later ✌️

Inca-Vacation

How long can I trust $MOS to run? Fun couple of days to get close to my cost basis.

Upstairs_Deal3108

Balls deep in MOS friday calls

djklmnop

MOS is ripping. Mother of Squeeezeeeeeee!

PaperHandsTheDip

Joined that other regard and bought some MOS

AdAny631

Screw that just buy $MOS. Fertilizer plus joint venture into rare earth metals.

PrimeBuilder8888

Oh for sure it is, I’m heavy on NTR and MOS. It’s something at the beginning of the chain that affects the entire food system. Not flashy and people don’t really think about it, but agriculture has been really good to me so far.👌🏻🥂

MetalliTooL

MOS is down 12% for the week...

Devster97

They are wreckless and often quixotic. Just got out of dht and bkr calls near the high otd and jumped on the MOS calls after it ran up. Get after the high beta.

MementoMoriPendejo

In on MOS -- Looks strong.

nemodigital

CF ran up last few days and only backtracked today's massive gains. MOS and NTR are holding just fine after hours. The fertilizer must flow 

nemodigital

Imagine believing that Russia putting fertilizer export restrictions is an exit opportunity for MOS, CF or NTT.  Party is just getting started regards, pull up a seat and have some food (made with fertilizer) and a beer (made with fertilizer).

Substantial-Use-2867

That's a decent amount of volume for the $28-29c for MOS this Friday. After one dd post, you guys don't seriously think it will jump that fast right?

Substantial-Use-2867

MOS looks to maybe get halved or double and I'm scared to play it either way.

StockWireN

Bag holding can be tough, but with MOS, it's worth considering how global agricultural demand could impact its long-term prospects. This is the type of insight we cover. see our page

nemodigital

Yeah MOS is way undervalued,

nemodigital

Yep, MOS and now MOS is rocketing along with NTR and CF. Best part is that this is just getting started.

Devster97

Loaded up on MOS calls earlier

dakdude

I think this is the overlooked point w MOS. People buying bc they think it’s the same type of fert stock as CF or NTR but I think they are gonna get hit by this. Dude prob will still print tho lol

Disastrous-Angle-591

Not really a sleeper... smart money bought it a few weeks ago so it's already priced in. CF and MOS

Garbage-Disposal-938

so far so good today, eh? MOS up about 4%. CF around 6%.

ScribbleOnToast

As I understand it, no. MOS production is based in the US and is positioned to profit from the disruption of other global suppliers that are more dependant on ships moving. But I've only spent about 20 minutes looking into them, so what the hell do I know?

neutralpoliticsbot

but wouldn't MOS fall if there is a disruption not go up?

WilliamTheGamer

No. First of all, MOS will see reduced profits due to the forced purchase of things like sulfur of which over 1/3 is sourced through the straight as well. It's a classic they make more money, but spend eve more scenario and don't see a rise in profits. 

Specialist_Spite5930

I'm also of the same opinion, but other than MOS I don't know what to invest in

Bravadette

Yeah but MOS is sus. Why not NTR or CF

KarmaPolice6

I bought MOS but it got crushed recently. I think Bank of America came out with a piece that landed on the opposite end of your theory.

Nice-Truck8806

Isn't MOS at the epicenter of the price fixing probe? that probably has more downward pressure than macro tailwinds.

Ckn65

I'm long(ish) on MOS. It's too cheap not to be... Pissing off farmers and foreign wars are not conducive to mid-term elections.

billpilgrims

CF is great. MOS is not because they are going to get hit by the sulfur price increase.

SOROKAMOKA

Then why isnt it MOS pumping? If regards like us can figure this stuff out surely the market would have already beaten us to it. 1. I beleive they import %35 of their sulphur from the strait, so its safe to assume that they will produce %35 less. Even if net profits rise, gross is gonna take a massive hit 2. Donald Dump has already lifted sanctions on Russian oil. He would probably do the same for their potash since hes so quick to get on his knees for them. 3. Many other countries produce potash, such a Brazil. Maybe competition will get tighter but I think most of the world will still get what they need. Except India, I read that they really depended on China. Although Russia might help out there too

SOROKAMOKA

Sulfur in particular is a critical raw ingredient from the strait to which MOS depends on. I think thats why it initially punped on regarded hopes but then tanked when people realized it wasnt gonna be like it was just after covid where everyone was bullshitting that inflation was driving up their costs just to raise prices and make more money. This disruption in the strait and lack of sulfur is actually going to raise input costs and hurt margins, even if prices go up. If MOS tries to disproportionately raise prices to increase margins despite the higher input costs farmers will give them the middle finger. Competition in the market is still tight

cafo92

Also like $MOS (followed for a while, [throwback](https://www.reddit.com/r/wallstreetbets/s/OMo8qvV4hx)) but IV’s a bit high recently so I’m margining shares for own

R12Labs

What is MOS?

Antique_Cabinet8416

25% of US farmers haven't even received their fertilizer for spring yet, and CF and MOS have already been raising prices constantly. even if the Strait reopens, they'll put out excellent earnings because even our supply is squeezed

dakdude

Fert stocks moved a lot 2ish weeks ago and have come down. Probably still some upside here as the actual supply constraints hit and not just a reactive FOMO/TACO market move like before. The quick money might be done but CF and NTR prob better than MOS shorter term (NFA). I’ve given up trying to trade Iran and just looking to get discounts on stocks I like

Antique_Cabinet8416

my CF and MOS leaps have been bleeding for days but when Brazil comes begging it's gonna get very serious

Cueg

Most of my play is in MOS. At the 52 week low currently.

ScheerLuck

Made a pretty penny on MOS back in 2020/21

Creative-Doctor3118

Hahaha I bought MOS a month ago thinking I was clever….shits down 25%

Cueg

Thats a good point. I like MOS better as a play at this stage.

Cueg

I think markets in general are still sleeping on the implications of Hormuz being closed. In any case, MOS specifically is at a 52 week low.

Cueg

Thats why I put most of the play into MOS. I have only 5 calls in Mosaic, 120 strike June 18th expiry. MOS is a lagged mover in this fertilizer thesis.

Cueg

My thesis is that DAP lags, and MOS is at a 52 week low.

DerrickClapThatAzTon

Ok sure, but if the current conflict will have an effect on MOS through means of natural gas prices rising, why do you think its at a 52 week low? Why hasn’t it stayed elevated whereas CF and Nutrien are significantly elevated even after their peak? What makes MOS different from these other companies that its not moving the same way?

vyo12

I would research what MOS actually actively plays in (as in imports) to the US market. They focus on phosphates and potash based ferts. The reason CF and others ran up a few weeks ago is because the strait closure affected nitrogen supply heavily which those outfits play in much more than Mosaic.

Cueg

# What I really wanted to post, for anybody that finds it. How did we get here, to the invariable collapse? Was it a sudden event? Was it the decades of deindustrialization, political corruption, and moral decay? Understanding the cause is important, but there's no time for that now. Some facts **The United States Armed Forces lack the military-logistical means to decisively defeat Iran, reopen Hormuz, or much-less achieve a modicum of firepower superiority against the Iranian state.** The targeting of American military infrastructure in the Gulf was a shock, and without that infrastructure we cannot decisively threaten the Iranians. The intelligence surveillance reconnaissance, air defense systems, air bases, and naval ports are meant to be a dagger in the back of Iran or any nation that may threaten the rich natural resources concentrated in that region. Without these assets, our only means of delivering firepower unto Iran is from Jordanian and Israeli airbases, and sorties from these bases are logistically expensive. Aircraft must be refueled over Iraq/Saudi Arabia, and we have a limited number of air refueling tankers which the Iranians are aggressively targeting. There is also an acute shortage of standoff munitions. A transition to mostly using gravity bombs, which we have in abundance, will dramatically increase that logistical tail, further reducing the firepower which can be delivered unto the Iranians. Of our two carriers in theater, one is in port because of a sudden fire which occurred, and another was forced over 1000KM away from the Iranian shoreline because of the very real threat of Irans standoff munitions. **America cannot win this war without a large-scale mobilization and years of resource allocation and expenditure. This will require a ground war.** So how did we blunder into this mess, and what does it mean for markets? To the first point; Key members of the executive are incompetent, and the military leaders of this nation are promoted through politics, not merit. The entire military establishment has turned into an incompetent bureaucracy. It is visible through every single chain of the complex. From acquisition of trillion dollar wonder weapons with none of the wonder to extremely outdated Cold War operational art built from the lessons of the Second World War, the entire system is glaringly broken. There is a fundamental point I need everyone to understand here before I continue; **This is not just a product of corruption. These people have truly drank the Kool-Aid.** The brass most likely dusted off a 30 year old operational plan, quickly revisited the axiomatic belief that American Airpower can do everything, and then probably wrapped it up in some stupid palantir/ai increases target finding. Combine that with the executive branches desire to prosecute this war, the reasons for which I will not opine, and you have the war which **ends the Empire.** To the second point; what this means for markets? This is the end of the international dollar system. This is the end of the long duration momentum trading. This is the end of the treasury market, hell this is the end of all dollar denominated debt markets. **If dollars cannot buy the Japanese factory owner the energy he needs for his factory, he will dump his dollars and no longer accept new ones. The Japanese man will then aggressively acquire whatever he must in order to get the energy. If he cannot get the energy, his factory closes down, and in either case, the unproductive American worker that does nothing but stare at excel sheets all day gets nothing, for his labor was ultimately useless to begin with.** I'm sure you have all seen the end of the dollar spiels from the likes of Ray Dalio and every bear. These people do not represent chicken little, but a build-up of negative events which have led up to this moment. The dollar rose to dominance internationally after the Second World War because America was left untouched with 50% of the Worlds GDP. If you want a claim on real manufactured goods, you acquire dollars. Couple that with our respect for private property and law, and it was a deal. We had a rough patch in the 70s, but shored it up by making the dollar a claim on Arab oil. All of these pillars are gone now. The dollar is not a claim on real manufactured goods, for America no longer manufactures anything except excel sheets and software slop. The dollar is no longer viewed as a respected claim since the seizure of Russian central bank assets. Finally, the dollar is no longer a claim on Arab oil because we can no longer militarily back its delivery. The dollar is dead internationally, what do we invest in? Understand, **This will not be a wealth transfer, but a wealth destruction.** All of the paper obligations built up since the 70s will melt away. This will not be the end of America, for it is a land of great natural wealth and, while questionable these days, human talent. Hell, this will ultimately be a good thing in the long term, as the financialization of the economy, and the extremely unproductive nature of it as such, will disappear. Now if you've gotten this far, what do we invest in? **Long term, invest in American companies which produce things the world needs, and which America has a comparative advantage in producing.** Think energy intensive, specifically natural gas derived, chemical industries. The oil and gas industry of America. Fertilizer companies. They dont really exist yet in the States, but capital intensive heavy industries which we have lost but will soon regain by necessity, not choice. On Hormuz being closed in the short term, this represents an acute shortage to not just oil and gas, but fertilizer. One third of the worlds synthetic fertilizers goes through the Straits, along with the LNG which makes even more of it in factories throughout the world. Nitrogen and Phosphate fertilizer will be extremely short, and there are only a few US based companies to invest in. Fertilizer is important as it feeds the world, and as such is extremely demand inelastic. US based companies are insulated from the Hormuz closure, and barring export bans they will shoot up dramatically as there is very little to buy in the fertilizer space and there is now very little fertilizer globally. For my own positioning, I have a large position in ConocoPhillips which I have built up over the last 2 and a half years (I started buying October of 2023), and I have purchased 200 calls on Mosaic (Sept 18th expiry 35 strike), a US based fertilizer companies. I'm expecting a 20x on that position at $60 a share. I also have 5 calls on CF Industries, another US based fertilizer company, 120 strike June 18 expiry. Oil moves first, then nitrogen (CF), and finally phosphate (MOS). I'm expecting the move on Mosaic to occur sometime in mid April, and those three positions represent my entire portfolio. The bankrupter in Chief will delay bankruptcy proceedings as long as he can, but the shock to the system here is going to create a rapid unraveling. Buy US based producers of real assets that the world needs. Right now all we're good for is oil, gas, and natural gas derived industrial products (certain fertilizers, polyolefins, ect).

Inca-Vacation

I'm in Florida, see how MOS owns this legislature, and it always biases me in the stock's favor. I think MOS is mispriced and should be over 30. I'm going to be patient because I think we saw the bottom Monday.

Cueg

MOS is at a 52 week low.

Inca-Vacation

I'm bagholding on MOS right now, but maybe I'm just early.

Cueg

MOS is at a 52 week low, whats late?

Cueg

You know the funny thing, I wrote out the following painstainkly, and it was flagged by an LLM for various reasons and not allowed to post. I then produced some AI slop and voila. How did we get here, to the invariable collapse? Was it a sudden event? Was it the decades of deindustrialization, political corruption, and moral decay? Understanding the cause is important, but there's no time for that now. Some facts **The United States Armed Forces lack the military-logistical means to decisively defeat Iran, reopen Hormuz, or much-less achieve a modicum of firepower superiority against the Iranian state.** The targeting of American military infrastructure in the Gulf was a shock, and without that infrastructure we cannot decisively threaten the Iranians. The intelligence surveillance reconnaissance, air defense systems, air bases, and naval ports are meant to be a dagger in the back of Iran or any nation that may threaten the rich natural resources concentrated in that region. Without these assets, our only means of delivering firepower unto Iran is from Jordanian and Israeli airbases, and sorties from these bases are logistically expensive. Aircraft must be refueled over Iraq/Saudi Arabia, and we have a limited number of air refueling tankers which the Iranians are aggressively targeting. There is also an acute shortage of standoff munitions. A transition to mostly using gravity bombs, which we have in abundance, will dramatically increase that logistical tail, further reducing the firepower which can be delivered unto the Iranians. Of our two carriers in theater, one is in port because of a sudden fire which occurred, and another was forced over 1000KM away from the Iranian shoreline because of the very real threat of Irans standoff munitions. **America cannot win this war without a large-scale mobilization and years of resource allocation and expenditure. This will require a ground war.** So how did we blunder into this mess, and what does it mean for markets? To the first point; Key members of the executive are incompetent, and the military leaders of this nation are promoted through politics, not merit. The entire military establishment has turned into an incompetent bureaucracy. It is visible through every single chain of the complex. From acquisition of trillion dollar wonder weapons with none of the wonder to extremely outdated Cold War operational art built from the lessons of the Second World War, the entire system is glaringly broken. There is a fundamental point I need everyone to understand here before I continue; **This is not just a product of corruption. These people have truly drank the Kool-Aid.** The brass most likely dusted off a 30 year old operational plan, quickly revisited the axiomatic belief that American Airpower can do everything, and then probably wrapped it up in some stupid palantir/ai increases target finding. Combine that with the executive branches desire to prosecute this war, the reasons for which I will not opine, and you have the war which **ends the Empire.** To the second point; what this means for markets? This is the end of the international dollar system. This is the end of the long duration momentum trading. This is the end of the treasury market, hell this is the end of all dollar denominated debt markets. **If dollars cannot buy the Japanese factory owner the energy he needs for his factory, he will dump his dollars and no longer accept new ones. The Japanese man will then aggressively acquire whatever he must in order to get the energy. If he cannot get the energy, his factory closes down, and in either case, the unproductive American worker that does nothing but stare at excel sheets all day gets nothing, for his labor was ultimately useless to begin with.** I'm sure you have all seen the end of the dollar spiels from the likes of Ray Dalio and every bear. These people do not represent chicken little, but a build-up of negative events which have led up to this moment. The dollar rose to dominance internationally after the Second World War because America was left untouched with 50% of the Worlds GDP. If you want a claim on real manufactured goods, you acquire dollars. Couple that with our respect for private property and law, and it was a deal. We had a rough patch in the 70s, but shored it up by making the dollar a claim on Arab oil. All of these pillars are gone now. The dollar is not a claim on real manufactured goods, for America no longer manufactures anything except excel sheets and software slop. The dollar is no longer viewed as a respected claim since the seizure of Russian central bank assets. Finally, the dollar is no longer a claim on Arab oil because we can no longer militarily back its delivery. The dollar is dead internationally, what do we invest in? Understand, **This will not be a wealth transfer, but a wealth destruction.** All of the paper obligations built up since the 70s will melt away. This will not be the end of America, for it is a land of great natural wealth and, while questionable these days, human talent. Hell, this will ultimately be a good thing in the long term, as the financialization of the economy, and the extremely unproductive nature of it as such, will disappear. Now if you've gotten this far, what do we invest in? **Long term, invest in American companies which produce things the world needs, and which America has a comparative advantage in producing.** Think energy intensive, specifically natural gas derived, chemical industries. The oil and gas industry of America. Fertilizer companies. They dont really exist yet in the States, but capital intensive heavy industries which we have lost but will soon regain by necessity, not choice. On Hormuz being closed in the short term, this represents an acute shortage to not just oil and gas, but fertilizer. One third of the worlds synthetic fertilizers goes through the Straits, along with the LNG which makes even more of it in factories throughout the world. Nitrogen and Phosphate fertilizer will be extremely short, and there are only a few US based companies to invest in. Fertilizer is important as it feeds the world, and as such is extremely demand inelastic. US based companies are insulated from the Hormuz closure, and barring export bans they will shoot up dramatically as there is very little to buy in the fertilizer space and there is now very little fertilizer globally. For my own positioning, I have a large position in ConocoPhillips which I have built up over the last 2 and a half years (I started buying October of 2023), and I have purchased 200 calls on Mosaic (Sept 18th expiry 35 strike), a US based fertilizer companies. I'm expecting a 20x on that position at $60 a share. I also have 5 calls on CF Industries, another US based fertilizer company, 120 strike June 18 expiry. Oil moves first, then nitrogen (CF), and finally phosphate (MOS). I'm expecting the move on Mosaic to occur sometime in mid April, and those three positions represent my entire portfolio. The bankrupter in Chief will delay bankruptcy proceedings as long as he can, but the shock to the system here is going to create a rapid unraveling. Buy US based producers of real assets that the world needs. Right now all we're good for is oil, gas, and natural gas derived industrial products (certain fertilizers, polyolefins, ect).

Cueg

Didn't say that there was. Really there is a positive correlation between global natural gas prices and MOS.

Cueg

For CF i'd say its more risky. But MOS is at a 52 week low.

DerrickClapThatAzTon

If theres a positive correlation between oil prices and MOS, why is it at a 52 week low?

Cueg

Fertilizer is a global market. MOS and CF will make a lot of money exporting to areas that are critically short, even if the situation in the US isn't as bad.

version-two

I made money on the first move, but I don’t think that was the final move. There had been bullish momentum on CF, NTR, and MOS for several months. The charts show us that. But I believe that was because they were largely ignored and are somewhat of a seasonal sector. IMO, left behind during the AI run in 2024. In times of uncertainty, and war, money moves back into producers, industrials, etc.. I think smart money is building back up. Yes, they ripped briefly but at that time everyone was already saying the “war” would be over in a week. In terms of valuation, they’ve been rerated. I’m in fert, I think this pull back was intentional and needed, but we aren’t going to see the numbers on this sector and the true effect for a bit. Thesis falls apart if they trade down or sideways for the next 30-40days. I think it was a fake out, and I’m pretty sure a long position prints on all three..

Cueg

Yeah I agree, it could result in margin compression for MOS in the short term. However, I think DAP prices have to follow the rise in input costs. There will also just be a massive shortage of phosphate, as one of the largest producers, Morocco, just can't get its hands on sulfur anymore as it all came from Hormuz. My take is that CF will move first, and then MOS later but more violently upward. I have 5 calls on CF, 120 strike june 18th expiry.

AlarmedGibbon

Don't do MOS dude. Sulfur based fertilizer producer who's already been struggling for profit is now basically cut off from the cheap, abundant sulfur they were previously buying. Now they're going to have to buy much more expensive sulfur from North American refineries.

nemodigital

True, and even before the Iran war I thought MOS was massively undervalued in light of the run up of other commodities. God speed!

HazelKittenDude

Nitrogen-based fertilizers (like Urea and Ammonia) are the most sensitive to Middle East disruptions because the region provides roughly 35% of global urea exports. The beneficiary is CF Industries (CF). As a pure-play nitrogen producer with significant North American operations, CF is benefiting from higher realized prices without the same supply-chain risk as companies relying on Middle East imports. Mosaic is facing a "cost-push" crisis. While phosphate prices are high, the sulfur needed to produce them—44% of which is traded through the Strait of Hormuz—is physically trapped. This raises Mosaic's production costs even if their selling price stays flat. **tldr**: Hormutz closure will increase sulfur costs, which will affect MOS earnings. That's why the share price has been decreasing instead of shooting up more in the 30's. I'm loaded up on 4/17 MOS calls at various strike prices, so I'm hoping for it to rise enough to break even.

Cueg

I dont think its late at all. Its at a 52 week low and the supply shortages from a Hormuz closure are just now starting to flow in for the fertilizer that MOS produces.

Cueg

MOS is at a 52 week low. I did buy 5 calls on MOS that i'm currently up on. https://preview.redd.it/orasa47usvqg1.png?width=1166&format=png&auto=webp&s=eb1f7a75f985428ff093ba1a056f77f0233fc5cf I've also had a large position on an oil equity open for awhile now that i'm up 20% on.

Practical_Tie4131

Been tracking this angle too and it's wild how little attention fertilizer gets compared to oil when geopolitical stuff heats up. Your timeline makes sense - oil reacts immediately but fertilizer takes time for the supply chain issues to actually surface and bite. MOS is interesting because they've got that Tampa phosphate operation which gives them some insulation from overseas disruption. CF is more exposed to nat gas prices but their nitrogen capacity could print if imports get squeezed. The tricky part is timing since like you said the lag effect means you're betting on something that might not show up in earnings for a quarter or two. What caught my eye is how tight global phosphate already was before any of this Hormuz drama. Morocco controls so much of that market that any additional supply shock could get ugly fast. Might be worth looking at some longer dated plays since this feels like it could drag out longer than people expect. Your Sept calls might be early but if this thing escalates those could move quick once people start connecting the dots between fertilizer shortages and food prices.

londongastronaut

I think MOS might be negatively impacted by a closure, because they need sulfur to make their products. So both their inputs and products go up in price together, which is probably why it hasn't taken off like CF.

nemodigital

I've gone balls deep on NTR and MOS, the problem with MOS is that they require sulphur to process their fertilizer and as such are paying a steep feel. CF and NTR are the better play, having said that MOS has been punished for this and might bounce back.

Cueg

MOS is at a 52 week low, are you sure the big move has happened?

mimo_s

I got MOS. My guess is like you’re bag holding like me

Cueg

MOS hasn't though because DAP lags. MOS is currently at its 52 week low. DAP will move violently if Hormuz remains closed

Cueg

Nitrogen has, but DAP hasn't. Thats why I think MOS is such a good buy, DAP lags this kind of shock.

Cueg

MOS is at the 52 week low.

lolusuck1122

With Hormuz being closed for now, I see how MOS took a hit and may be experiencing some price shock right now.. you could be right. Going to do some reading here. THANKS OP!

jrex035

Sure, but we have access to those inputs here in the states which many countries do not so I would think MOS would benefit. But who knows, I'm far from an expert on it

hunterslasherfeeder

How is your MOS position doing

LKM_44122

Solid bear case. The sulfur margin squeeze is the part I'm watching closest. Two things I'd push back on: MOS sources sulfur through non-Hormuz routes too, not 100% Gulf-exposed. And Jansen is real but meaningful volume is 2027-2028, not next year. The CVD review is the biggest risk nobody's talking about. Earnings May 5-6 will answer most of this.

Little_Database_5417

$MOS is a good stock to buy now..

Fuzzy_Accident_9394

The Iran war only affects MOS negatively. They’re not in the nitrogen game so they’re not seeing these crazy urea or urea ammonium nitrate gains like CF, Nutrien, etc. Mosaic is the main phosphate producer in the U.S. The Iran war has greatly appreciated sulfur costs and sulfur comprises 40% of the DAP/MAP production cost. Their margins are going to be squeezed. Mosaic has had tail winds for the last 5 years with CVDs on Russian and Moroccan phos and their stock has only taken a shit since then. Oh by the way, the CVDs are up for review and all the rhetoric around farmer affordability, collusion, etc all but guarantees those go away.  Potash is nothing to write home about. Meanwhile BHP is building a 4 MMT mine in their backyard that will have tons available next year.  I wouldn’t touch this with a 10 foot pole today. 

Garbage-Disposal-938

ha. well, we're down 3% so far this morning on MOS ... time will tell if fertilizer is what I think. GLTA.

Garbage-Disposal-938

Some of the competitors may also be good bets now. I have not done a thorough analysis of all fertilizer companies.  I looked quickly at a few fertilizer companies and found that prices on them had already risen a lot compared to the average analyst price target. MOS is still somewhat below that.  MOS also has actually been consistently profitable for the last 5 or 6 years whereas a few other companies i looked at didnt seem to have such consistent profitability. 

SoonToBeBanned666

I’ve been eyeing this; why MOS and not some of its competitors?

OilBull

Doubling down on MOS, CF, NTR, BNO

Inca-Vacation

Kraken Robotics, ONDS, NBIS, MOS

Inca-Vacation

MOS is cheap as heck right now. It was more expensive before Mideast blew up.

nemodigital

CF did well today and yesterday, they don't require sulphur line MOS to process their fertilizer. Hence MOS has a penalty.

Garbage-Disposal-938

long on MOS shares. I think global fertilizer will be in higher demand and shorter supply than current market expectations.

nemodigital

CF was the right play and not MOS, I will eat my humble pie.

AshamedImagination50

Soooo MOS/NTR/CF goes down with oil going up AND down? Lmao

nemodigital

Calls on MOS

Full_Cash6140

What do people think about fertilizer stocks like MOS and NTR with this war disrupting things?

AshamedImagination50

I was told shitters like MOS will print as oil price goes up, I want a refund

wait_am_i_old_now

MOS, I get a half chub just thinking about it's post covid inflation run

FunctionOk8962

Why You Gotta Be So Crude? lol jk MOS Calls!!

theJimmybob

These Fert names... powder keg status again $CF $MOS $IPI $NTR

Practical_Repair5806

Made a nice 30% on MOS calls today. Whats the play tomorrow boys?

x992607

Followed the advice of getting into $MOS earlier this year, but sold on March 12th. Now I find out that this fertilizer company is getting into rare earth business - how the heck is that possible, that's like 2 pretty different fields. So I think this should bolster their bull case even further and I'm looking to re-enter. What do you think?