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February 9, 2010
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| 07:58 EDT |  | MOS |
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February 8, 2010
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| 12:29 EDT |  | MOS |
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| 07:58 EDT | | MOS |
| theflyonthewall.com: | Canpotex announces new potash sale to China | | Canpotex has reached an agreement with Sinofert on a spot sale of approximately 350,000 MT of Canadian potash at competitive prices. This product is to be shipped to China before the end of March 2010. As a result of this latest spot sale, Canpotex is now fully committed on sales through the first quarter of 2010 and will announce plans with respect to second-quarter pricing early in March, after thoroughly reviewing the changing and much-improved overseas potash market conditions. Canpotex is the offshore marketing company owned by the three Saskatchewan potash producing companies: Agrium Inc. (AGU), Mosaic Canada Crop Nutrition, LP, a subsidiary of The Mosaic Co. (MOS), and Potash Corp. of Saskatchewan Inc. (POT). Agrium supplies Canpotex with 9.28% of its potash product, Mosaic 37.11%, and PotashCorp 53.61%. :theflyonthewall.com |
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February 2, 2010
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| 14:26 EDT | | MOS |
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| 10:31 EDT |  | MOS |
| theflyonthewall.com: | Mosaic calls active on low volatility on renewed takeover chatter | | Mosaic is recently up 41c to $56.36. MOS call option volume of 3,889 contracts compares to put volume of 882 contracts. February, March and June option implied volatility is at 45, below its 26-week average of 52 according to Track Data suggesting decreasing price movement. :theflyonthewall.com |
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| 10:24 EDT |  | MOS |
| theflyonthewall.com: | Rumor: Mosaic moves higher on renewed takeover speculation | | :theflyonthewall.com |
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February 1, 2010
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| 09:07 EDT |  | MOS |
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| 08:34 EDT | | MOS |
| theflyonthewall.com: | Mosaic volatility low at 47 on recent share price sell off | | Mosaic closed at $53.51. Over all option implied volatility of 47 is below its 26-week average of 52 according to Track Data suggesting decreasing price movement. :theflyonthewall.com |
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| 06:22 EDT | | MOS |
| theflyonthewall.com: | Potash and others could be ripe for a takeover by BHP, Globe and Mail says | | BHP Billiton (BHP) surprised investors by buying Athabasca Potash last week. The resource giant had already announced a plan to spend another couple hundred million developing its existing potash resource in the province, The Globe and Mail reports. Investors figure the deep-pocketed BHP will just build its own division from scratch instead of buying one of the big players. However, Globes columnist Fabrice Taylor thinks that might be wrong. Taylor thinks BHP is arguably just as much in the hunt if not more so. If it's not Potash Corp. (POT), it's Mosaic (MOS) or Agrium (AGU). But someone will get taken out and relatively soon, is Taylor's inflation-adjusted two cents worth. Reference Link :theflyonthewall.com |
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January 27, 2010
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| 09:00 EDT |  | MOS |
| theflyonthewall.com: | On The Fly: Analysts Initiation Summary | | MOST NOTEWORTHY: U.S. Auto Parts (PRTS), Potash (POT), Mosaic (MOS) and Time Warner (TWX) were today's noteworthy initiations: Merriman initiated U.S. Auto Parts with a Buy rating. The firm believes shares of U.S. Auto Parts offer a compelling valuation relative to its growth and peers. BofA/Merrill initiated Potash and Mosaic with Buy ratings and a $140 target and $75 target, respectively. RBC Capital started Time Warner with an Outperform rating and $35 target...OTHER INITIATIONS: Tupperware Brands (TUP) was initiated with an Outperform rating and $52 target at RBC Capital. ShoreTel (SHOR) was assumed with a Buy rating at Lazard Capital. Kennametal (KMT) was initiated at Jesup & Lamont with a Buy rating and $38 target. :theflyonthewall.com |
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| 08:30 EDT | | MOS |
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| 06:36 EDT |  | MOS |
| theflyonthewall.com: | Mosaic reinstated with a Buy at BofA/Merrill | | Target $75. :theflyonthewall.com |
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January 26, 2010
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| 09:44 EDT | | MOS |
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| 08:48 EDT | | MOS |
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