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Mosaic Stock Edges Down After Hours — Here's Why - Mosaic (NYSE:MOS)
Benzinga· 2025-12-17 08:24
Mosaic Co. (NYSE:MOS) fell 0.043% to $23.45 in after-hours trading on Tuesday.Check out the current price of MOS stock here.The stock of the global producer and distributor of potash and phosphate fertilizer fell 5.63% to close at $23.46 on Tuesday.Brazil Phosphate Production HaltedMosaic announced on Tuesday that it has begun steps to idle single super phosphate production, the first commercial mineral fertilizer made at its Fospar and Araxá facilities in Brazil, citing a sharp rise in sulfur prices. The c ...
Ariel Focus Fund Q2 2025 Shareholder Letter
Seeking Alpha· 2025-10-28 09:45
Market Overview - The stock market experienced a strong finish in 2024, driven by optimism around potential tax cuts and a robust M&A environment, but sentiment shifted in early 2025 due to concerns over tariffs, AI spending, and consumer health [2][3] - A remarkable recovery occurred in the second quarter of 2025, with U.S. equities approaching all-time highs, primarily led by large-cap technology and growth stocks, especially those related to AI and semiconductors [3] Fund Performance - Ariel Focus Fund gained +4.75% for the three-month period ending June 30, 2025, outperforming its primary Russell 1000 Value Index, which rose +3.79%, but lagged behind the S&P 500, which jumped +10.94% [4] - Key contributors to the fund's performance included Oracle Corporation, Mosaic Company, and Resideo Technologies, while J.M. Smucker Company, APA Corporation, and Core Laboratories were the largest detractors [4][10][12] Company Insights - Oracle Corporation's shares reached an all-time high of over $245, driven by a potential $30 billion annual cloud contract with OpenAI and a doubling of its backlog, highlighting its strong long-term positioning in AI-driven enterprise software [6] - Mosaic Corporation's stock rose +35.88% due to favorable trade dynamics and a renewed focus on cost discipline, benefiting from increased demand for fertilizers driven by economic growth in developing countries [7][8] - Resideo Technologies rebounded with a +24.63% gain, supported by its leadership in smart home technology, despite challenges from a sluggish U.S. housing market [9] Challenges Faced - J.M. Smucker Company faced a -16.28% decline, primarily due to disappointing results from Hostess Brands, which saw a -14% drop in comparable revenue [10] - APA Corporation and Core Laboratories experienced declines of -11.62% and -23.09%, respectively, amid concerns about the energy sector's future despite ongoing demand for oil and gas [12][13]