Vancouver, British Columbia--(Newsfile Corp. - December 15, 2025) - Sage Potash Corp. (TSXV: SAGE) (OTCQB: SGPTF) ("Sage Potash" or the "Company") is pleased to announce that, further to its news releases dated December 8, 2025, December 10, 2025 and December 11, 2025, due to continued and significant investor interest, it has further upsized its non-brokered private placement (the "Offering") from $12 million to $14 million.The Offering will now consist of up to 70,000,000 units of the Company (the "Units ...

Core Insights - Nutrien Ltd.'s shares have increased by 40.5% year-to-date, outperforming the industry's 14.8% gain and the S&P 500's 18.3% rise [1]. Group 1: Market Performance - Nutrien's stock performance has been driven by strong fertilizer demand, particularly for potash, nitrogen, and phosphate, supported by expectations of robust crop production and limited new supply [5][8]. - The company has raised its 2025 potash sales outlook to approximately 14-14.5 million tons due to healthy demand from key markets such as North America, Brazil, and Southeast Asia [6][8]. Group 2: Financial Performance - Nutrien reported significant EBITDA growth in Q3 2025, driven by higher sales volumes and stronger pricing across all segments, reflecting improved operational leverage and cost-control initiatives [9]. - The company achieved margin expansion and a notable increase in free cash flow, allowing for over $1 billion in capital returns to shareholders through dividends and share buybacks in the first nine months of the year [10]. Group 3: Operational Efficiency - Nutrien is focused on enhancing operational efficiency and reducing production costs, with a target of achieving about $200 million in total cost reductions in 2025, currently ahead of schedule [11].

Core Insights - Adecoagro S.A. has successfully acquired the remaining 50% stake in Profertil S.A., becoming the controlling shareholder with 90% equity in the company [1][2] - The total payment for the acquisition amounts to approximately US$1.1 billion, financed through existing cash, a long-term credit facility, and a recent US$300 million equity issuance [2][3] - The acquisition is expected to significantly enhance Adecoagro's scale, production capabilities, and financial performance, nearly doubling its Adjusted EBITDA and generating over US$2 billion in sales [4] Company Overview - Profertil is the largest producer of granular urea in South America, with an annual production capacity of 1,320,000 tons, primarily serving the agricultural sector [5] - Adecoagro operates across South America, owning 210.4 thousand hectares of farmland and producing over 3.1 million tons of agricultural products and over 1 million MWh of renewable electricity [6][7]

Core Viewpoint - CF Industries Holdings, Inc. is focusing on decarbonizing ammonia production to support low-carbon solutions across various sectors, despite facing stock price volatility and market challenges [1]. Company Overview - CF Industries is headquartered in Northbrook, Illinois, and specializes in manufacturing hydrogen and nitrogen products [1]. - The company has a market capitalization of nearly $12.4 billion, indicating its status as a large-cap entity, with manufacturing assets located in the United States, Canada, and the United Kingdom [2]. Stock Performance - CF's stock price has shown significant volatility, trading 24.2% below its June peak of $104.45 and declining almost 7.5% over the past three months, while the Nasdaq Composite has advanced 4.8% during the same period [3]. - Over the past 52 weeks, CF's shares have dropped 12.1%, with a year-to-date increase of only 7.2%, contrasting with the Nasdaq's gains of 16.5% and 20.1% respectively [4]. Earnings Report - In Q3 2025, CF Industries reported a revenue increase of 21.1% year over year to $1.66 billion, matching market estimates, while EPS rose 41.3% to $2.19, exceeding forecasts [5]. - Adjusted EBITDA also increased by 30.5% year over year to $667 million, but investor sentiment remained cautious due to underlying market conditions [6]. Market Challenges - The company is facing a tight global nitrogen supply-demand balance, geopolitical risks, and concerns regarding natural gas availability, which are affecting investor confidence [6]. - Regulatory uncertainties, particularly regarding the European Union's carbon border adjustment mechanism, and operational challenges due to significant maintenance activities have further constrained production volumes [7].

Core Insights - Millennial Potash Corp is strategically positioned to address the global potash supply challenges, particularly for countries heavily reliant on imports like the U.S., which imports approximately 97% of its potash needs [1][5][6] Company Overview - The Gabon-based project offers logistical and economic advantages due to its Atlantic coast location, enabling potential supply to the U.S., Brazil, and African markets with a low-cost structure [2][7] - The company utilizes solution mining, which minimizes environmental impact compared to traditional methods, setting it apart from other large-scale projects facing budget overruns [3][11] Market Context - The global fertilizer market is characterized by high dependency on a few suppliers, with Canada, Russia, and Belarus accounting for about 70-75% of global potash supply [6][7] - The U.S. produces less than 5% of its potash needs, highlighting the critical need for diversified supply sources [7][8] Competitive Landscape - Many development-stage fertilizer projects may not succeed due to high capital expenditures, with even established companies like BHP facing challenges [8] - Millennial Potash's Gabon project benefits from its coastal location, which reduces costs and enhances feasibility, positioning it favorably in the market [9] Regulatory and Environmental Considerations - The company has initiated an Environmental and Social Impact Assessment (ESIA) as part of its development process, adhering to gold-standard environmental guidelines [10][11] - The ESIA aims to study hydrology, soil, and water quality to minimize environmental impact, with completion expected in the coming months [11]

Core Insights - The Mosaic Company (NYSE:MOS) has shown strong performance recently, with a 4.05% increase in stock price to $26.21, driven by bargain-hunting after a previous decline due to a price target downgrade [1][3] - RBC has lowered its price target for Mosaic from $30 to $27, citing expectations of weaker fertilizer supply in the upcoming year [2] - Zacks Research has upgraded Mosaic from "strong sell" to "hold," indicating a more favorable outlook [3] Financial Performance - Mosaic reported a significant increase in net income for Q3, rising 237% to $411 million from $122 million year-on-year, largely due to a $308 million unrealized gain on Ma'aden shares valued at approximately $1.9 billion [4] - Net sales for Mosaic also increased by 25% to $3.5 billion from $2.8 billion year-on-year, attributed to higher sales across its fertilizer, phosphate, and potash segments [5] Dividend Announcement - Common shareholders as of the December 4 record date will receive a cash dividend of $0.22 on December 18 [4]

The Mosaic Company (NYSE:MOS) is included among the 11 Best Low Priced Dividend Stocks to Buy According to Analysts. Mosaic (MOS) Gets Price Target Cut as RBC Assesses 2026 Fertilizer Trends On December 10, RBC cut its price target on The Mosaic Company (NYSE:MOS) to $27 from $30 and maintained a Sector Perform rating on the shares. The update was tied to a broader look at what 2026 might look like for fertilizer companies. The firm expects the overall ag and fertilizer backdrop to stay healthy next year ...

Transaction Overview - OCI and Orascom Construction are combining to form a single Abu Dhabi-listed entity named "Orascom", with a secondary listing in Egypt[20] - OCI will receive 97,201,359 new Orascom Construction shares, resulting in approximately 47% ownership of Orascom Construction post-deal[20] - OCI shareholders will receive 04634 Orascom Construction shares for every 1 OCI share[20] Strategic Rationale and Value Creation - The combined entity aims to create a scalable infrastructure platform, delivering recurring sustainable income and strong returns by integrating concessions, EPC, and financing expertise[5] - The platform has a proven investment track record generating 39% IRR since 1999[7] - OCI realized over $116 billion in gross proceeds from divestments between 2023-2025 and has returned ~$7 billion to shareholders since 2022[29] - Orascom Construction's backlog reached $86 billion in 9M 2025, an 8% year-over-year growth[31] Market Positioning and Growth - Orascom Construction's 9M 2025 revenue was $34 billion, a 47% year-over-year growth, with EBITDA of $224 million, a 98% year-over-year growth[31] - The combined entity is strategically positioned to benefit from mega trends in infrastructure, water, energy, and mobility[17] - Weitz Company, acquired by Orascom Construction in 2012, has quadrupled its backlog and experienced a 58% CAGR in data centers[48] BESIX Group - OC acquired 50% of BESIX in 2004 for EUR 1875 million and has since received cumulative dividends of approximately EUR 280 million[57] - BESIX Group's backlog reached EUR 72 billion in 9M 2025[54]

"Closing the sale of our equity stake in Profertil demonstrates continued progress towards simplifying our portfolio, enhancing earnings quality, and improving cash conversion,†said Ken Seitz, Nutrien's President and CEO. "We intend to allocate the proceeds towards capital allocation priorities that support our ability to grow free cash flow per share over the long term, including targeted growth investments, share repurchases and debt reduction.†SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX ...

Core Viewpoint - Sage Potash Corp. has increased its non-brokered private placement from $7 million to $10 million due to strong investor interest [1] Group 1: Offering Details - The Offering will consist of up to 50,000,000 units priced at $0.20 per unit, with each unit including one common share and one non-transferable warrant [2] - Each warrant is exercisable to purchase one common share at a price of $0.30 for three years from the closing date of the Offering [2] - All securities issued will be subject to a hold period of four months and one day from the issuance date [2] Group 2: Use of Proceeds - Proceeds from the Offering will primarily fund key recommendations from RESPEC LLC's Preliminary Economic Assessment, including drilling, core analysis, and engineering review [3] - Additional funds will be allocated for working capital and general administrative expenses [3] Group 3: Company Overview - Sage Potash Corp. is focused on developing its flagship Sage Plain Potash Project in the Paradox Basin, Utah, aiming to establish a sustainable domestic potash production platform [5] - The company emphasizes food security, environmental stewardship, and value creation for shareholders and stakeholders [5]