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Stay Ahead of the Game With Nutrien (NTR) Q4 Earnings: Wall Street's Insights on Key Metrics
ZACKS· 2026-02-12 15:15
The upcoming report from Nutrien (NTR) is expected to reveal quarterly earnings of $0.87 per share, indicating an increase of 180.7% compared to the year-ago period. Analysts forecast revenues of $5.21 billion, representing an increase of 2.5% year over year.The consensus EPS estimate for the quarter has undergone a downward revision of 2.8% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timefr ...
Nevada Organic Phosphate Presents in Existing Agency's Virtual Webinar Series
TMX Newsfile· 2026-02-10 14:49
Toronto, Ontario--(Newsfile Corp. - February 10, 2026) - Nevada Organic Phosphate (CSE: NOP) (OTCQB: NOPFF) is pleased to announce that the company is presenting a live virtual corporate update hosted by Existing Agency Inc. on February 17 at 3pm ET.Existing Agency invites current shareholders, and all interested parties to register for the webinar and participate in the live Q&A session at the end of the presentation moderated by Existing Agency Inc.The replay will be emailed out to all webinar registrant ...
Wells Fargo Sees Near-Term Pressure at Mosaic (MOS) but Steadier Outlook Ahead
Yahoo Finance· 2026-01-27 22:36
Group 1 - The Mosaic Company (NYSE:MOS) is recognized as one of the Best Low Risk Stocks for a Retirement Stock Portfolio [1] - Wells Fargo analyst Michael Sison has lowered Mosaic's price target to $27 from $28, maintaining an Equal Weight rating due to a softer outlook on fourth-quarter volumes, particularly in Brazil and SSP production [2] - Fertilizer demand significantly declined in Q4, leading to a 4% drop in stock price, as farmers reduced fertilizer usage due to tighter budgets and an early winter [3] Group 2 - Mosaic's phosphate and potash sales in Q4 fell short of expectations, with Brazil's performance unable to mitigate the overall weakness [4] - The company reported full-year 2025 sales volumes of approximately 9 million tonnes, remaining stable compared to the previous year amid a soft market [4] - The company is a major producer and marketer of crop nutrients, focusing primarily on phosphate and potash products [5]
Retirement Stock Portfolio: 12 Low Risk Investments
Insider Monkey· 2026-01-27 10:22
Core Insights - The article discusses the importance of low-risk investments for retirement portfolios, emphasizing the need for stability and income protection as individuals approach retirement. Retirement Planning and Financial Challenges - A significant majority of retiree households, approximately 83%, encounter unexpected expenses annually, averaging around $6,000, which constitutes about 10% of their yearly income [2] - Only 58% of households have sufficient cash reserves to cover a year of unplanned expenses, while 16% would need to access retirement accounts, and 27% would still fall short even after utilizing both cash savings and retirement assets [3] Investment Strategy and Methodology - Advisors recommend constructing portfolios with lower-risk options, highlighting that diversification can help manage risk even within conservative investments [4] - The article outlines a methodology for selecting stocks, focusing on dividend companies with strong financials and a minimum dividend yield of 3%, while also considering stocks with a beta of less than 1.0, indicating lower volatility compared to the market [7] Company Analysis: The Mosaic Company (NYSE:MOS) - The Mosaic Company has a beta of 0.94 and a dividend yield of 3.06%, making it a suitable candidate for retirement portfolios [9] - Wells Fargo analyst Michael Sison reduced the price target for Mosaic from $28 to $27, maintaining an Equal Weight rating due to weaker fourth-quarter volumes and production curtailments [10] - The company reported a significant drop in fertilizer demand in Q4, leading to a 4% decline in stock value, with North American phosphate shipments down approximately 20% year-over-year [11][12] - For the full year 2025, Mosaic's sales volumes remained around 9 million tonnes, consistent with a soft market [12] Company Analysis: Old Republic International Corporation (NYSE:ORI) - Old Republic International Corporation also has a beta of 0.81 and a dividend yield of 3.06%, positioning it as a strong option for retirement portfolios [14] - Piper Sandler downgraded Old Republic to Neutral from Overweight, lowering the price target from $51 to $38 following its Q4 earnings report, citing concerns over loss cost reserve issues [15] - The company reported a decline in consolidated pretax operating income to $236 million from $285 million year-over-year, with a worsened combined ratio of 96% compared to 92.7% previously [16] - Premium and fee revenue for Old Republic reached $789 million for the quarter, reflecting a 12% increase from the same period last year [17]
CF Industries Gains on Healthy Nitrogen Demand and Higher Prices
ZACKS· 2026-01-26 16:00
Core Insights - CF Industries Holdings, Inc. is experiencing strong demand for nitrogen fertilizers and higher nitrogen prices, despite challenges from rising natural gas costs [1][4][11] Group 1: Market Demand and Trends - The global demand for nitrogen fertilizers is expected to remain robust due to recovering industrial demand and favorable farmer economics, particularly in the U.S. with high corn-planted acres [3][7] - CF Industries is witnessing strong urea demand from Brazil and India, driven by increased corn plantings in Brazil and low inventory levels in India [3][11] Group 2: Financial Performance - In the third quarter, CF Industries reported a 21% year-over-year increase in net sales, reaching approximately $1.66 billion, attributed to strong global nitrogen demand and supply disruptions [4][11] - The company generated $1.06 billion in net cash from operating activities in the third quarter, a 14% increase year-over-year, and returned $445 million to shareholders [5] Group 3: Cost Pressures - CF Industries faces challenges from rising natural gas prices, a key feedstock for nitrogen fertilizers, with the average cost increasing to $2.96 per MMBtu in the third quarter from $2.10 per MMBtu a year ago [6] - The average natural gas cost for the first nine months rose to $3.34 per MMBtu from $2.38 per MMBtu in the previous year, impacting the company's margins [6] Group 4: Competitive Landscape - Other major players in the fertilizer market, such as Nutrien and Mosaic, are also navigating varying demand conditions, with Nutrien expecting record crop production and Mosaic facing challenges in North American fertilizer demand [8][9]
MOS Updates on Market and Issues Preliminary Q4 Sales Volumes
ZACKS· 2026-01-20 16:25
Core Insights - The Mosaic Company (MOS) is experiencing challenging conditions in the North American fertilizer market, with a significant decline in phosphate shipments and overall demand pressures [2][3][8] - Despite the current weakness, MOS anticipates a more favorable market in 2026, driven by nutrient replenishment and government support for growers [5] Group 1: Market Conditions - North American phosphate shipments are estimated to be down about 20% year over year, with potash demand also slightly impacted [2][8] - In Brazil, credit constraints and increased competition have negatively affected market conditions, leading to lower sales volumes for Mosaic Fertilizantes, which remained flat at 9 million tons for the year [4][8] Group 2: Sales and Production - MOS expects fourth-quarter phosphate sales volumes of approximately 1.3 million tons and potash volumes of about 2.2 million tons, reflecting the challenging market conditions [3][8] - The company has adjusted its phosphate production plans and redirected products to regions with stronger demand, maintaining production levels from the prior quarter [3] Group 3: Future Outlook - MOS forecasts a constructive 2026, with expectations for global phosphate and potash shipments to potentially reach record levels [5] - The phosphate markets are expected to balance tightly, with prices responding positively to global demand since the start of 2026, while potash markets remain stable due to early contract settlements in China [5]
Morgan Stanley Raises Mosaic (MOS) Target as Potash Outlook Improves for 2026
Yahoo Finance· 2026-01-19 04:41
Core Viewpoint - The Mosaic Company (NYSE:MOS) faces a challenging near-term outlook due to a significant drop in fertilizer demand in North America, impacting sales and cash flow, despite a positive long-term potash price forecast from Morgan Stanley [2][3]. Group 1: Price Target and Market Outlook - Morgan Stanley raised its price target for Mosaic to $35 from $33, maintaining an Equal Weight rating, citing improved potash market conditions for 2026 [2]. - The firm expects potash prices to rise moderately in 2026, supported by a tight global market with effective capacity utilization above 90% until at least 2028 [2]. Group 2: Demand and Sales Performance - Mosaic reported a sharp decline in fertilizer demand in North America during Q4, leading to a 4% drop in stock price following the announcement [3]. - The company indicated that many farmers reduced fertilizer usage due to tighter budgets, and early winter limited the application window, particularly affecting phosphate products [4]. - North American phosphate shipments fell approximately 20% year-over-year, while potash demand remained relatively stable [4]. Group 3: Volume Expectations - Mosaic's Q4 phosphate sales were about 1.3 million tonnes, below the forecast of 1.7 to 1.9 million tonnes, while potash sales were around 2.2 million tonnes, also below the prior range of 2.3 to 2.6 million tonnes [5]. - For the full year 2025, Mosaic reported sales volumes of roughly 9 million tonnes, indicating flat performance year-over-year amidst a broader market downturn [7]. Group 4: Regional Challenges - The Brazilian market presented challenges due to tighter credit conditions and increased competition, which pressured demand and margins, particularly from lower-analysis phosphate imports from China [6].
Jaguar Uranium(JAGU) - Prospectus(update)
2026-01-09 20:25
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 (MOS) Divests Potash Operation in New Mexico for $30M to Focus on Canada Operations
Yahoo Finance· 2026-01-08 18:59
Group 1 - The Mosaic Company has entered into a definitive agreement to sell its Potash operation in Carlsbad, New Mexico, for $30 million, which includes operations, assets, and liabilities [1][2] - The sale consists of an initial cash payment of $20 million and deferred cash consideration of $10 million, payable in three equal annual installments starting in 2029, with the transaction expected to close in the first half of 2026 [2] - Following the divestment, the company will concentrate on enhancing potash production in Saskatchewan, Canada, aligning with its strategy to streamline its asset base and focus on higher-return operations [3] Group 2 - Wall Street analysts maintain a consensus Moderate Buy rating for Mosaic, with a price target of $33, indicating a potential upside of 39%, although one analyst has lowered the target to $28, citing pressures from increased exports out of China [4] - The Mosaic Company is recognized as a global leader in crop nutrition, specializing in the mining, production, and distribution of essential fertilizer nutrients like potash and phosphate [5]
Mizuho Lifts Target on Nutrien (NTR) as Sector Pressures Persist
Yahoo Finance· 2025-12-29 08:23
Group 1: Company Developments - Nutrien Ltd. has streamlined its portfolio by selling its 50% equity stake in Argentina-based nitrogen producer Profertil S.A. for approximately $600 million in pre-tax proceeds [3] - The company has generated roughly $900 million in gross proceeds from asset sales since Q4 2024, indicating a broader divestment strategy to enhance focus and strengthen its balance sheet [4] - Nutrien's President and CEO, Ken Seitz, emphasized that the sale of Profertil is part of efforts to simplify the portfolio, improve earnings quality, and enhance cash conversion [4] Group 2: Market Outlook - Mizuho raised its price target on Nutrien to $65 from $61 while maintaining a Neutral rating, reflecting ongoing pressures in the chemicals, agriculture, and packaging sector [2] - The analyst noted that higher export volumes from China are impacting basic chemical markets, and a weak start to the March quarter is anticipated following a weak December quarter for many companies in the sector [2] Group 3: Business Operations - Nutrien operates as a global supplier of essential crop nutrients, producing and distributing potash, nitrogen, and phosphate [4] - The company supports farmers through its retail platform, Nutrien Ag Solutions, which offers products, services, and agronomic expertise across key agricultural regions [4]