As filed with the Securities and Exchange Commission on January 9, 2026. Registration No. 333-292006 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _____________________________________ JAGUAR URANIUM CORP. (Exact name of registrant as specified in its charter) _____________________________________ | British Columbia | 1000 | Not applicable | | --- | --- | --- | | (State or other jurisdiction of | (P ...

The Mosaic Company (NYSE:MOS) is one of the best fertilizer stocks to invest in. On December 22, The Mosaic Company (NYSE:MOS) entered into a definitive agreement to sell Mosaic Potash Carlsbad to International Minerals Carlsbad for $30 million. The sale covers the operations, assets, and liabilities of the Mosaic mine in Carlsbad, New Mexico. The Mosaic Company (MOS) Divests Potash Operation in New Mexico for $30M to Focus on Canada Operations wk1003mike/Shutterstock.com Under the terms of the agreemen ...

Nutrien Ltd. (NYSE:NTR) is included among the 15 Global Dividend Stocks to Diversify Your Portfolio. Mizuho Lifts Target on Nutrien (NTR) as Sector Pressures Persist On December 18, Mizuho raised its price target on Nutrien Ltd. (NYSE:NTR) to $65 from $61 and kept a Neutral rating. The move came as part of the firm’s 2026 outlook for the chemicals, agriculture, and packaging sector. The analyst said China’s higher export volumes are weighing on most basic chemical markets. Mizuho also expects the March q ...

The Mosaic Company (NYSE:MOS) is one of the Best Affordable Stocks to Buy According to Analysts. On December 22, The Mosaic Company (NYSE:MOS) announced that it has entered into a definitive agreement with International Minerals Carlsbad to sell its Mosaic Potash Carlsbad operations for $30 million. Management noted that the deal includes the divestiture of the subsidiary Mosaic Potash Carlsbad, Inc., along with all related operations, assets, liabilities, potash and water businesses, intellectual proper ...

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].

We recently published 10 Big Names Leaving Wall Street in the Dust; 4 at Fresh Highs. The Mosaic Company (NYSE:MOS) is one of the best performers on Friday. The Mosaic Company extended gains to a second day on Friday, adding 4.05 percent to finish at $26.21 apiece as investors resorted to bargain-hunting following a drop earlier in the week, dampened by an analyst’s price target downgrade for its stock. On Wednesday, RBC issued a new price target of $27 for The Mosaic Company’s (NYSE:MOS) stock, lower th ...

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 ...

Core Insights - Nutrien Ltd.'s shares have increased by 11.2% over the past month, outperforming the industry's decline of 0.7% and the S&P 500's rise of 1% during the same period [1]. Group 1: Growth Drivers - Nutrien is positioned to benefit from rising global fertilizer demand, supported by strong agricultural markets and tight inventories, which are expected to keep crop prices firm in 2025 [5]. - The company has recorded strong potash sales in the first nine months of 2025, leading to an increase in its potash sales guidance to 14–14.5 million tons [6]. - Nutrien is also expanding its operations in Brazil and plans to utilize free cash flow for targeted growth investments and acquisitions in its retail business [7]. Group 2: Cost Efficiency and Operational Improvements - Nutrien is targeting approximately $200 million in cost reductions for 2025 while enhancing its retail and digital platforms [9]. - The company is focused on lowering potash production costs and has implemented strategic actions to reduce controllable expenses, which are expected to improve free cash flow [10].

Market Overview - The current market environment is characterized by changing global supply, demand, and investor sentiment, with precious metals leading gains alongside industrial metals, as indicated by a 10% increase in the Bloomberg Commodity Index (BCOM) as of November 19, 2025 [2] - Four out of six BCOM sectors reported gains in Q3, while petroleum rose by 4%, with grains and energy sectors being exceptions [2] - China's major commodity imports eased in October, with iron ore showing resilience despite declines in crude oil, natural gas, and coal [3] - The World Bank's Commodity Markets Outlook predicts a 7% decline in global commodity prices in 2026 due to subdued economic activity, trade tensions, and excess oil supplies, while precious metals are expected to grow by 5% [4] LNG Supply Growth - Global LNG supply is projected to grow by 10.2% in 2026, driven by U.S. expansions, with capacity expected to rise to 130 million tons in 2026 from 90 million tons in 2024 [5] Investment Strategy - The list of the 12 best commodity stocks is curated based on hedge fund interest, utilizing data from Insider Monkey's hedge fund database, which tracks 983 stocks as of Q2 2025 [8] - Research indicates that imitating top stock picks of leading hedge funds can lead to market outperformance [9] Company Highlights Air Products and Chemicals, Inc. (NYSE:APD) - Air Products and Chemicals, Inc. is among the top commodity stocks, with 53 hedge fund holders [11] - The company reported Q4 FY25 EPS of $3.39, slightly above the forecast of $3.38, with a full-year EPS of $12.03, down 3% year-over-year [13] - Management highlighted a focus on cost-reset strategies, including a 16% workforce reduction, and stable operating margins at 23.7% [13] - The NEOM green hydrogen project is nearly 90% complete, with expectations for ammonia output in 2027 [14] EOG Resources, Inc. (NYSE:EOG) - EOG Resources, Inc. also has 53 hedge fund holders and maintained a price target of $145 with a "Buy" rating [16] - The company reported Q3 net income of $1.5 billion and free cash flow of $1.4 billion, with adjusted EPS of $2.71 [17] - EOG returned $1 billion to shareholders through dividends and repurchases, with regular dividend payments increasing by 8% year-over-year [18] - The company raised its free cash flow guidance to $4.5 billion, ending the quarter with $3.5 billion in cash [19] The Mosaic Company (NYSE:MOS) - The Mosaic Company has 54 hedge fund holders and received a "Buy" rating from Goldman Sachs, with a lowered price target from $37 to $33 [21][22] - The company reported Q3 net income of $411 million, up from $122 million year-over-year, and adjusted EBITDA of $806 million [23] - Mosaic aims to achieve $250 million in cost savings by 2026, having already recorded $150 million in reductions [25]

Core Insights - Nutrien Ltd.'s shares have increased by 27.4% year to date, outperforming the Zacks Fertilizers industry's growth of 14.4% and the S&P 500's rise of 16.1% [1] - The company is benefiting from strong demand for crop nutrients, cost reduction strategies, and strategic acquisitions, with improving fertilizer prices providing additional support [1][6] - In contrast, peers such as The Mosaic Company and CF Industries have experienced declines of 0.2% and 5.4%, respectively, during the same period [1] Demand and Market Conditions - Nutrien is well-positioned to capitalize on the increasing demand for fertilizers, supported by robust global agriculture markets and tight inventories expected to sustain crop commodity prices in 2025 [9] - Favorable farmer economics and low inventory levels are anticipated to drive global potash demand, while the phosphate market benefits from low producer inventories and restricted exports from China [10] - The company has raised its potash sales volume guidance for 2025 to 14-14.5 million tons, reflecting strong demand in North America and offshore markets [11] Strategic Growth Initiatives - Nutrien is expanding its presence in Brazil through acquisitions and plans to pursue targeted opportunities in core markets, utilizing part of its free cash flow for growth investments [12] - The company has implemented cost and operational efficiency initiatives, aiming for approximately $200 million in total savings in 2025, and is ahead of schedule on this goal [13] Financial Performance - Nutrien's operating cash flow surged by 150% year over year to $1,030 million for the first nine months of 2025, driven by higher selling prices and sales volumes [15] - The company returned $1.2 billion to shareholders through dividends and share buybacks in the first nine months of 2025, marking a 42% increase from the previous year [16] - Nutrien offers a dividend yield of approximately 3.7% with a payout ratio of 57% and a five-year annualized dividend growth rate of 4.8% [16] Valuation and Analyst Sentiment - Nutrien is currently trading at a forward price/earnings ratio of 12.49X, which is a 4.4% discount compared to the industry's average of 13.06X [19] - Earnings estimates for Nutrien have been rising over the past 60 days, indicating positive analyst sentiment [18] Conclusion - Nutrien presents an attractive investment case due to strong global demand for crop nutrients, improving fertilizer prices, and strategic growth initiatives [22] - Cost-reduction efforts are expected to enhance margins, while rising earnings estimates and a solid dividend yield are additional positives [22]