View Financial HealthMosaic 배당 및 자사주 매입배당 기준 점검 1/6Mosaic 은(는) 현재 수익률이 3.91% 인 배당금 지급 회사입니다. 다음 지급일은 3rd June, 2026 이며 배당락일은 다음과 같습니다. 21st May, 2026.핵심 정보3.9%배당 수익률0.3%자사주 매입 수익률총 주주 수익률4.3%미래 배당 수익률4.0%배당 성장률-0.9%다음 배당 지급일03 Jun 26배당락일21 May 26주당 배당금n/a배당 성향621%최근 배당 및 자사주 매입 업데이트공시 • Mar 07The Mosaic Company announces Quarterly dividend, payable on June 02, 2026The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on June 02, 2026, ex-date on May 21, 2026 and record date on May 21, 2026.공시 • Nov 19The Mosaic Company announces Quarterly dividend, payable on December 18, 2025The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on December 18, 2025, ex-date on December 04, 2025 and record date on December 04, 2025.모든 업데이트 보기Recent updates공시 • May 12The Mosaic Company Provides Earnings and Production Guidance for Second Quarter and Full Year Ending 2026The Mosaic Company provided earnings and production guidance for second quarter and full year ending 2026. For Potash, second quarter sales volumes are expected to be in the range of 1.9 million tonnes to 2.1 million tonnes. For Phosphate, Mosaic expects second quarter sales volumes of 1.4 million tonnes to 1.7 million tonnes with DAP prices averaging $760 to $780 per tonne on an FOB basis. Second quarter sales volumes reflect partial curtailments at Louisiana and Bartow. For 2026, Mosaic continues to expect total potash production of approximately 9 million tonnes, reflecting an expectation of strong production at Esterhazy that more than offsets the volume impact of the Carlsbad divestiture. For Phosphate, , Mosaic has withdrawn full year production guidance for the segment as it reviews its operating rates in the second half of the year in light of recent raw material market dynamics.공시 • Apr 21The Mosaic Company to Report Q1, 2026 Results on May 11, 2026The Mosaic Company announced that they will report Q1, 2026 results Pre-Market on May 11, 2026공시 • Apr 17The Mosaic Company, Annual General Meeting, May 28, 2026The Mosaic Company, Annual General Meeting, May 28, 2026.공시 • Mar 07The Mosaic Company announces Quarterly dividend, payable on June 02, 2026The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on June 02, 2026, ex-date on May 21, 2026 and record date on May 21, 2026.공시 • Jan 16The Mosaic Company to Report Q4, 2025 Results on Feb 24, 2026The Mosaic Company announced that they will report Q4, 2025 results After-Market on Feb 24, 2026공시 • Nov 19The Mosaic Company announces Quarterly dividend, payable on December 18, 2025The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on December 18, 2025, ex-date on December 04, 2025 and record date on December 04, 2025.공시 • Oct 10The Mosaic Company to Report Q3, 2025 Results on Nov 04, 2025The Mosaic Company announced that they will report Q3, 2025 results After-Market on Nov 04, 2025공시 • Jul 16The Mosaic Company to Report Q2, 2025 Results on Aug 05, 2025The Mosaic Company announced that they will report Q2, 2025 results After-Market on Aug 05, 2025공시 • Apr 17+ 1 more updateThe Mosaic Company, Annual General Meeting, May 29, 2025The Mosaic Company, Annual General Meeting, May 29, 2025.공시 • Mar 01The Mosaic Company Provides Sales Volumes Guidance for the First Quarter of 2025 and Production Volumes Guidance for the Full Year 2025The Mosaic Company provided sales volumes guidance for the first quarter of 2025 and Production Volumes Guidance for the full year 2025. For the quarter, the company's Potash Sales Volumes are expected to be between 2.0 million tonnes and 2.2 million tonnes with realized mine-gate MOP prices in the range of $200 to $220 per tonne. Phosphate Sales Volumes are expected to be 1.5 million tonnes to 1.7 million tonnes with DAP prices on an FOB basis averaging $595 to $615 per tonne. For the year, the company's Phosphate Production Volumes are expected to be 7.2 million tonnes to 7.6 million tonnes. Potash Production Volumes are expected to be 8.7 million tonnes to 9.1 million tonnes.공시 • Feb 07The Mosaic Company to Report Q4, 2024 Results on Feb 27, 2025The Mosaic Company announced that they will report Q4, 2024 results After-Market on Feb 27, 2025공시 • Nov 12Jarden Reportedly Tapped for Incitec Pivot Fertiliser SaleIncitec Pivot Limited (ASX:IPL)'s freshly appointed management has brought in a new investment bank to handle the sale of the distribution arm of its fertiliser business as looks to clear the decks and focus on its future as a mining explosives play. The move to break up the fertiliser unit and sell off the distribution arm was first flagged by DataRoom and announced when the company delivered its annual result on 11 November 2024. It came as the company wiped $941 million off the valuation of the Australian Incitec Pivot fertiliser division. The bank being added to the ticket is Jarden. The move comes as new boss Mauro Neves de Moraes takes over. UBS and Macquarie Capital have previously made efforts to sell the fertiliser business and Macquarie still has a role. This time, though, it appears that the group is motivated to move it off its books and look to a future focused on its more successful commercial explosives operation Dyno Nobel, so it is expected to take a realistic approach to price. Former Incitec Pivot management held out for top dollar when trying to sell its fertiliser unit twice before, and opposed a business break-up. Most buyers were keen to buy the distribution arm and few were interested in taking on the more problematic manufacturing operation. But now, with distribution available separately, the sale process is likely to involve plenty of competitive tension. Australian listed trade buyers like Elders Limited (ASX:ELD) and Ridley Corporation Limited (ASX:RIC) and global strategics like The Mosaic Company (NYSE:MOS), CF Industries Holdings, Inc. (NYSE:CF) and Nutrien Ltd. (TSX:NTR), which has a major Australian presence, will be going head to head with private equity firms like Pacific Equity Partners and BGH Capital, which have been sounded out by investment bankers in recent months. It's clear the market is in favour of the decision, with shares closing higher, despite a thumping $311 million loss and an overall $1 billion writedown to the fertiliser unit. The writedown included $100m for its US operations Most of the rest was linked to the Australian manufacturing operations. The sale process will get going in earnest early next year. The book value is now $414.3 million, compared to more than $1 billion in the past. Private equity in the past has put forward offers of less than $500 million for the fertiliser business, but that was when manufacturing was also part of the picture, although they will be still keen to snap up the operation at an opportunistic price.공시 • Nov 11Incitec Pivot to Revive Fertiliser Business Sale CampaignThe $6 billion listed industrials group Incitec Pivot Limited (ASX:IPL) is set to announce a revived sale process for its fertiliser business when it reports annual earnings on November 11, 2024 and is prepared to break up the division, valued at $1.1 billion. It confirms earlier reports in DataRoom that a fresh sale process would start in 2025 with private equity funds such as Pacific Equity Partners positioning to buy the business. Incitec Pivot is increasingly keen to distance itself from the fertiliser business and carry on as a pure-play explosives and industrial chemicals manufacturer, and has signalled this to investors. It has tried to sell the business before. There has been some informal interest from strategic players, with suggestions that groups such as Ridley or Nutrien may be keen to buy Incitec Pivot's distribution assets. Strategic buyers include Nutrient, CF Industries Holdings, Inc. (NYSE:CF) and The Mosaic Company (NYSE:MOS). Incitec Pivot held talks with Indonesia's Pupuk Kaltim for a sale of the unit earlier this year for a price thought to be more than $1 billion, but there was no deal. Morningstar says the fertiliser unit accounts for about a third of the stock's fair value - which means it comes in at about $1.2 billion. The sale comes as KPMG has been tapped to sell smaller rival Wengfu Australia. Wengfu distributes fertiliser along the east coast, with assets in Brisbane, Newcastle, Geelong, Portland and Adelaide. Market sources say that it is expected to sell for between $50 million and $80 million. However, if it sold for a similar price to the Incitec Pivot unit it would be closer to $200 million. Its parent company is Guizhou Phosphate and Chemical Group. The understanding is a data room is open. There are three overseas buyers but no domestic interest. The deal is likely to be completed in the first half of 2025.공시 • Oct 23The Mosaic Company to Report Q3, 2024 Results on Nov 12, 2024The Mosaic Company announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024공시 • Sep 23The Mosaic Company(NYSE:MOS) dropped from FTSE All-World Index (USD)The Mosaic Company(NYSE:MOS) dropped from FTSE All-World Index (USD)공시 • Jul 18The Mosaic Company to Report Q2, 2024 Results on Aug 06, 2024The Mosaic Company announced that they will report Q2, 2024 results After-Market on Aug 06, 2024공시 • Jun 25The Mosaic Company Reiterates Sales Guidance for the Second Quarter of 2024The Mosaic Company reiterated sales guidance for the second quarter of 2024. For the period, the company expects Potash sales volume and MOP prices at the mine are expected to be in the range 2.2-2.4 million tonnes, and $210-$250 per tonne, respectively.공시 • Apr 26The Mosaic Company, Annual General Meeting, Jun 06, 2024The Mosaic Company, Annual General Meeting, Jun 06, 2024, at 10:00 US Eastern Standard Time.공시 • Apr 11The Mosaic Company to Report Q1, 2024 Results on May 01, 2024The Mosaic Company announced that they will report Q1, 2024 results After-Market on May 01, 2024공시 • Feb 02The Mosaic Company to Report Q4, 2023 Results on Feb 21, 2024The Mosaic Company announced that they will report Q4, 2023 results After-Market on Feb 21, 2024공시 • Dec 21+ 3 more updatesThe Mosaic Company, Inc. Appoints Corrine D. Ricard as Senior Vice PresidentThe Mosaic Company announced that effective January 1, 2024, the Board elected Corrine D. Ricard to the position of Senior Vice President - Digital Strategy and removed Ms. Ricard from her current position as Senior Vice President – Mosaic Fertilizantes. In her new position, Ms. Ricard will have responsibilities for the Company's execution and implementation of its global digital acceleration strategy and digital operations. Ms. Ricard will continue to serve on the board of directors for Canpotex, the Canadian potash export marketing association.공시 • Nov 10the Mosaic Company Provides Sales Guidance for the Fourth Quarter of 2023The Mosaic Company provided sales guidance for the fourth quarter of 2023. For the quarter, the company expects sales volumes to be 1.6-1.8 million tonnes. DAP prices at the plant are expected to be in the range of $530-$580 per tonne. Fourth quarter realized stripping margins are expected to be higher than the third quarter.공시 • Oct 23+ 1 more updateThe Mosaic Company Announces Appointment of Clint C. Freeland as Chief Financial Officer, Effective on November 1, 2023The Mosaic Company announced appointment of Clint C. Freeland to the position of Chief Financial Officer and removed Mr. Freeland from his current position as Chief Financial Officer,effective as of November 1, 2023.공시 • Oct 18The Mosaic Company to Report Q3, 2023 Results on Nov 07, 2023The Mosaic Company announced that they will report Q3, 2023 results After-Market on Nov 07, 2023공시 • Sep 14the Mosaic Company Provides Operational Guidance for the Third Quarter of 2023The Mosaic Company provided operational guidance for the third quarter of 2023. For the third quarter, Potash sales volumes are expected to be near the high end of the previous guidance range of 2.1-2.3 million tonnes, reflecting the impact of ongoing strong demand in North America. MOP price guidance remains unchanged at $250-$300 per tonne. In Phosphates, third quarter sales volumes are expected to be in the range of 1.6-1.8 million tonnes. Shipments during the quarter were impacted by Hurricane Idalia, which required a brief proactive production halt. Florida operations, which operate at a rate of roughly 20,000 finished product tonnes per day, resumed production within three days. In Louisiana, an unexpected local utility power interruption at the end of August resulted in damage to the largest sulfuric acid plant at Louisiana's Uncle Sam facility. Repairs to the complex, which operates at a production rate of 15,000 finished product tonnes per week, are anticipated to be completed by the end of October. Third quarter realized DAP prices on a FOB basis are expected to be in the previous guidance range of $475-$525 per tonne.공시 • Aug 31+ 1 more updateThe Mosaic Company Announces CEO ChangesThe Mosaic Company announced that Joc O'Rourke intends to retire and that Mosaic's Board of Directors has unanimously elected Bruce Bodine, currently SVP - North America, to succeed Mr. O'Rourke as the Company's Chief Executive Officer on January 1, 2024. Mr. O'Rourke relinquished the title of President effective immediately and will resign as CEO and a member of the Mosaic Board of Directors effective December 31, 2023, after which Mr. O'Rourke will serve as a Senior Advisor until mid-2024. Mr. Bodine has been elected President of the company and a member of the Mosaic Board of Directors effective immediately. Mr. Bodine has worked for Mosaic and its predecessor company for many years and held a number of executive roles, including Senior Vice President - Potash, Senior Vice President - Phosphates, and Vice President-Supply Chain. In his role as SVP - North America he also led the North American Sales team. Additionally, he led the integration of Mosaic's North America Businesses and currently leads enterprise-wide operations.공시 • Aug 17The Mosaic Company Unveils Mosaic Biosciences to Expand Offerings in Plant HealthThe Mosaic Company announced the formation of the Mosaic Biosciences™ platform, a global initiative to bring the latest science and innovation to the agriculture market. The technologies from Mosaic Biosciences enhance crop health and support the natural biology in plants and soil, ultimately maximizing the yield potential of every field. The Mosaic Biosciences portfolio includes biological fertilizer complements, PowerCoat® and BioPath®, which improve nutrient use efficiency and enhance plant growth and vigor. Additional products help mitigate abiotic stress from drought, heat and salinity. With a global team of scientists, Mosaic Biosciences is building a pipeline of new biologic products to drive improvements in plant health, stress management, nutrient uptake, and crop yield.공시 • Jul 21The Mosaic Company to Report Q2, 2023 Results on Aug 01, 2023The Mosaic Company announced that they will report Q2, 2023 results After-Market on Aug 01, 2023공시 • Jun 25The Mosaic Company(NYSE:MOS) dropped from Russell 1000 Growth IndexThe Mosaic Company(NYSE:MOS) dropped from Russell 1000 Growth Index공시 • Jun 24The Mosaic Company Provides Sales Guidance for the Second Quarter of 2023The Mosaic Company provided sales guidance for the second quarter of 2023. For the quarter, the company expect potash sales volumes toward the high end of the previous guidance range of 2.0-2.2 million tonnes, reflecting the impact of strong spring demand in North America. For pricing, the company now expect realized MOP prices at the mine near the low end of previous range of $325-$375 per tonne. The updated pricing guidance incorporates the recent China contract settlement of $307 per tonne.공시 • Feb 02The Mosaic Company to Report Q4, 2022 Results on Feb 22, 2023The Mosaic Company announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 22, 2023공시 • Jan 06The Mosaic Company Announces Management ChangesThe Mosaic Company announced that Phil Bauer has been promoted to Senior Vice President, General Counsel and Corporate Secretary effective January 3, 2023. Bauer will lead a global legal team responsible for closely collaborating with Mosaic's Board of Directors, Senior Leadership Team, business units and other functions to offer practical approaches to challenges and opportunities. Since joining Mosaic in 2007, Bauer has managed legal support for business development activities, potash operations, offshore finance, commercial transactions and corporate governance. His most recent assignment was as VP-Growth and Development where he helped drive strategic vision across the organization, including the advancement of Mosaic's soil health strategy and other innovation initiatives. Prior to joining Mosaic, Bauer was a partner at an international law firm where he focused his practice on mergers and acquisitions, public and private securities offerings and public company compliance matters, as well as general business advising. Bauer earned his Juris Doctor degree from The George Washington University Law School in Washington D.C., and his Bachelor of Science in Foreign Service degree with honors from Georgetown University's School of Foreign Service where he majored in international politics. He also received his Master of Business Administration degree from the Kellogg School of Management at Northwestern University. Bauer succeeds Mark Isaacson, who is retiring in early 2023 after 34 years with Mosaic and predecessor companies.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: MOSD 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: MOSD 의 배당금 지급액은 지난 10 년 동안 감소했습니다.배당 수익률 vs 시장Mosaic 배당 수익률 vs 시장MOSD의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (MOSD)3.9%시장 하위 25% (AR)1.0%시장 상위 25% (AR)7.8%업계 평균 (Chemicals)3.7%분석가 예측 (MOSD) (최대 3년)4.0%주목할만한 배당금: MOSD 의 배당금( 3.91% )은 AR 시장에서 배당금 지급자의 하위 25%( 0.99% )보다 높습니다.고배당: MOSD 의 배당금( 3.91% )은 AR 시장에서 배당금 지급자의 상위 25%( 7.76% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 620.7% )이 높기 때문에 MOSD 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: MOSD 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YAR 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 22:11종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스The Mosaic Company는 41명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Benjamin TheurerBarclaysFarooq HamedBarclaysBenjamin TheurerBarclays38명의 분석가 더 보기
공시 • Mar 07The Mosaic Company announces Quarterly dividend, payable on June 02, 2026The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on June 02, 2026, ex-date on May 21, 2026 and record date on May 21, 2026.
공시 • Nov 19The Mosaic Company announces Quarterly dividend, payable on December 18, 2025The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on December 18, 2025, ex-date on December 04, 2025 and record date on December 04, 2025.
공시 • May 12The Mosaic Company Provides Earnings and Production Guidance for Second Quarter and Full Year Ending 2026The Mosaic Company provided earnings and production guidance for second quarter and full year ending 2026. For Potash, second quarter sales volumes are expected to be in the range of 1.9 million tonnes to 2.1 million tonnes. For Phosphate, Mosaic expects second quarter sales volumes of 1.4 million tonnes to 1.7 million tonnes with DAP prices averaging $760 to $780 per tonne on an FOB basis. Second quarter sales volumes reflect partial curtailments at Louisiana and Bartow. For 2026, Mosaic continues to expect total potash production of approximately 9 million tonnes, reflecting an expectation of strong production at Esterhazy that more than offsets the volume impact of the Carlsbad divestiture. For Phosphate, , Mosaic has withdrawn full year production guidance for the segment as it reviews its operating rates in the second half of the year in light of recent raw material market dynamics.
공시 • Apr 21The Mosaic Company to Report Q1, 2026 Results on May 11, 2026The Mosaic Company announced that they will report Q1, 2026 results Pre-Market on May 11, 2026
공시 • Apr 17The Mosaic Company, Annual General Meeting, May 28, 2026The Mosaic Company, Annual General Meeting, May 28, 2026.
공시 • Mar 07The Mosaic Company announces Quarterly dividend, payable on June 02, 2026The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on June 02, 2026, ex-date on May 21, 2026 and record date on May 21, 2026.
공시 • Jan 16The Mosaic Company to Report Q4, 2025 Results on Feb 24, 2026The Mosaic Company announced that they will report Q4, 2025 results After-Market on Feb 24, 2026
공시 • Nov 19The Mosaic Company announces Quarterly dividend, payable on December 18, 2025The Mosaic Company announced Quarterly dividend of USD 0.2200 per share payable on December 18, 2025, ex-date on December 04, 2025 and record date on December 04, 2025.
공시 • Oct 10The Mosaic Company to Report Q3, 2025 Results on Nov 04, 2025The Mosaic Company announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
공시 • Jul 16The Mosaic Company to Report Q2, 2025 Results on Aug 05, 2025The Mosaic Company announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
공시 • Apr 17+ 1 more updateThe Mosaic Company, Annual General Meeting, May 29, 2025The Mosaic Company, Annual General Meeting, May 29, 2025.
공시 • Mar 01The Mosaic Company Provides Sales Volumes Guidance for the First Quarter of 2025 and Production Volumes Guidance for the Full Year 2025The Mosaic Company provided sales volumes guidance for the first quarter of 2025 and Production Volumes Guidance for the full year 2025. For the quarter, the company's Potash Sales Volumes are expected to be between 2.0 million tonnes and 2.2 million tonnes with realized mine-gate MOP prices in the range of $200 to $220 per tonne. Phosphate Sales Volumes are expected to be 1.5 million tonnes to 1.7 million tonnes with DAP prices on an FOB basis averaging $595 to $615 per tonne. For the year, the company's Phosphate Production Volumes are expected to be 7.2 million tonnes to 7.6 million tonnes. Potash Production Volumes are expected to be 8.7 million tonnes to 9.1 million tonnes.
공시 • Feb 07The Mosaic Company to Report Q4, 2024 Results on Feb 27, 2025The Mosaic Company announced that they will report Q4, 2024 results After-Market on Feb 27, 2025
공시 • Nov 12Jarden Reportedly Tapped for Incitec Pivot Fertiliser SaleIncitec Pivot Limited (ASX:IPL)'s freshly appointed management has brought in a new investment bank to handle the sale of the distribution arm of its fertiliser business as looks to clear the decks and focus on its future as a mining explosives play. The move to break up the fertiliser unit and sell off the distribution arm was first flagged by DataRoom and announced when the company delivered its annual result on 11 November 2024. It came as the company wiped $941 million off the valuation of the Australian Incitec Pivot fertiliser division. The bank being added to the ticket is Jarden. The move comes as new boss Mauro Neves de Moraes takes over. UBS and Macquarie Capital have previously made efforts to sell the fertiliser business and Macquarie still has a role. This time, though, it appears that the group is motivated to move it off its books and look to a future focused on its more successful commercial explosives operation Dyno Nobel, so it is expected to take a realistic approach to price. Former Incitec Pivot management held out for top dollar when trying to sell its fertiliser unit twice before, and opposed a business break-up. Most buyers were keen to buy the distribution arm and few were interested in taking on the more problematic manufacturing operation. But now, with distribution available separately, the sale process is likely to involve plenty of competitive tension. Australian listed trade buyers like Elders Limited (ASX:ELD) and Ridley Corporation Limited (ASX:RIC) and global strategics like The Mosaic Company (NYSE:MOS), CF Industries Holdings, Inc. (NYSE:CF) and Nutrien Ltd. (TSX:NTR), which has a major Australian presence, will be going head to head with private equity firms like Pacific Equity Partners and BGH Capital, which have been sounded out by investment bankers in recent months. It's clear the market is in favour of the decision, with shares closing higher, despite a thumping $311 million loss and an overall $1 billion writedown to the fertiliser unit. The writedown included $100m for its US operations Most of the rest was linked to the Australian manufacturing operations. The sale process will get going in earnest early next year. The book value is now $414.3 million, compared to more than $1 billion in the past. Private equity in the past has put forward offers of less than $500 million for the fertiliser business, but that was when manufacturing was also part of the picture, although they will be still keen to snap up the operation at an opportunistic price.
공시 • Nov 11Incitec Pivot to Revive Fertiliser Business Sale CampaignThe $6 billion listed industrials group Incitec Pivot Limited (ASX:IPL) is set to announce a revived sale process for its fertiliser business when it reports annual earnings on November 11, 2024 and is prepared to break up the division, valued at $1.1 billion. It confirms earlier reports in DataRoom that a fresh sale process would start in 2025 with private equity funds such as Pacific Equity Partners positioning to buy the business. Incitec Pivot is increasingly keen to distance itself from the fertiliser business and carry on as a pure-play explosives and industrial chemicals manufacturer, and has signalled this to investors. It has tried to sell the business before. There has been some informal interest from strategic players, with suggestions that groups such as Ridley or Nutrien may be keen to buy Incitec Pivot's distribution assets. Strategic buyers include Nutrient, CF Industries Holdings, Inc. (NYSE:CF) and The Mosaic Company (NYSE:MOS). Incitec Pivot held talks with Indonesia's Pupuk Kaltim for a sale of the unit earlier this year for a price thought to be more than $1 billion, but there was no deal. Morningstar says the fertiliser unit accounts for about a third of the stock's fair value - which means it comes in at about $1.2 billion. The sale comes as KPMG has been tapped to sell smaller rival Wengfu Australia. Wengfu distributes fertiliser along the east coast, with assets in Brisbane, Newcastle, Geelong, Portland and Adelaide. Market sources say that it is expected to sell for between $50 million and $80 million. However, if it sold for a similar price to the Incitec Pivot unit it would be closer to $200 million. Its parent company is Guizhou Phosphate and Chemical Group. The understanding is a data room is open. There are three overseas buyers but no domestic interest. The deal is likely to be completed in the first half of 2025.
공시 • Oct 23The Mosaic Company to Report Q3, 2024 Results on Nov 12, 2024The Mosaic Company announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024
공시 • Sep 23The Mosaic Company(NYSE:MOS) dropped from FTSE All-World Index (USD)The Mosaic Company(NYSE:MOS) dropped from FTSE All-World Index (USD)
공시 • Jul 18The Mosaic Company to Report Q2, 2024 Results on Aug 06, 2024The Mosaic Company announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
공시 • Jun 25The Mosaic Company Reiterates Sales Guidance for the Second Quarter of 2024The Mosaic Company reiterated sales guidance for the second quarter of 2024. For the period, the company expects Potash sales volume and MOP prices at the mine are expected to be in the range 2.2-2.4 million tonnes, and $210-$250 per tonne, respectively.
공시 • Apr 26The Mosaic Company, Annual General Meeting, Jun 06, 2024The Mosaic Company, Annual General Meeting, Jun 06, 2024, at 10:00 US Eastern Standard Time.
공시 • Apr 11The Mosaic Company to Report Q1, 2024 Results on May 01, 2024The Mosaic Company announced that they will report Q1, 2024 results After-Market on May 01, 2024
공시 • Feb 02The Mosaic Company to Report Q4, 2023 Results on Feb 21, 2024The Mosaic Company announced that they will report Q4, 2023 results After-Market on Feb 21, 2024
공시 • Dec 21+ 3 more updatesThe Mosaic Company, Inc. Appoints Corrine D. Ricard as Senior Vice PresidentThe Mosaic Company announced that effective January 1, 2024, the Board elected Corrine D. Ricard to the position of Senior Vice President - Digital Strategy and removed Ms. Ricard from her current position as Senior Vice President – Mosaic Fertilizantes. In her new position, Ms. Ricard will have responsibilities for the Company's execution and implementation of its global digital acceleration strategy and digital operations. Ms. Ricard will continue to serve on the board of directors for Canpotex, the Canadian potash export marketing association.
공시 • Nov 10the Mosaic Company Provides Sales Guidance for the Fourth Quarter of 2023The Mosaic Company provided sales guidance for the fourth quarter of 2023. For the quarter, the company expects sales volumes to be 1.6-1.8 million tonnes. DAP prices at the plant are expected to be in the range of $530-$580 per tonne. Fourth quarter realized stripping margins are expected to be higher than the third quarter.
공시 • Oct 23+ 1 more updateThe Mosaic Company Announces Appointment of Clint C. Freeland as Chief Financial Officer, Effective on November 1, 2023The Mosaic Company announced appointment of Clint C. Freeland to the position of Chief Financial Officer and removed Mr. Freeland from his current position as Chief Financial Officer,effective as of November 1, 2023.
공시 • Oct 18The Mosaic Company to Report Q3, 2023 Results on Nov 07, 2023The Mosaic Company announced that they will report Q3, 2023 results After-Market on Nov 07, 2023
공시 • Sep 14the Mosaic Company Provides Operational Guidance for the Third Quarter of 2023The Mosaic Company provided operational guidance for the third quarter of 2023. For the third quarter, Potash sales volumes are expected to be near the high end of the previous guidance range of 2.1-2.3 million tonnes, reflecting the impact of ongoing strong demand in North America. MOP price guidance remains unchanged at $250-$300 per tonne. In Phosphates, third quarter sales volumes are expected to be in the range of 1.6-1.8 million tonnes. Shipments during the quarter were impacted by Hurricane Idalia, which required a brief proactive production halt. Florida operations, which operate at a rate of roughly 20,000 finished product tonnes per day, resumed production within three days. In Louisiana, an unexpected local utility power interruption at the end of August resulted in damage to the largest sulfuric acid plant at Louisiana's Uncle Sam facility. Repairs to the complex, which operates at a production rate of 15,000 finished product tonnes per week, are anticipated to be completed by the end of October. Third quarter realized DAP prices on a FOB basis are expected to be in the previous guidance range of $475-$525 per tonne.
공시 • Aug 31+ 1 more updateThe Mosaic Company Announces CEO ChangesThe Mosaic Company announced that Joc O'Rourke intends to retire and that Mosaic's Board of Directors has unanimously elected Bruce Bodine, currently SVP - North America, to succeed Mr. O'Rourke as the Company's Chief Executive Officer on January 1, 2024. Mr. O'Rourke relinquished the title of President effective immediately and will resign as CEO and a member of the Mosaic Board of Directors effective December 31, 2023, after which Mr. O'Rourke will serve as a Senior Advisor until mid-2024. Mr. Bodine has been elected President of the company and a member of the Mosaic Board of Directors effective immediately. Mr. Bodine has worked for Mosaic and its predecessor company for many years and held a number of executive roles, including Senior Vice President - Potash, Senior Vice President - Phosphates, and Vice President-Supply Chain. In his role as SVP - North America he also led the North American Sales team. Additionally, he led the integration of Mosaic's North America Businesses and currently leads enterprise-wide operations.
공시 • Aug 17The Mosaic Company Unveils Mosaic Biosciences to Expand Offerings in Plant HealthThe Mosaic Company announced the formation of the Mosaic Biosciences™ platform, a global initiative to bring the latest science and innovation to the agriculture market. The technologies from Mosaic Biosciences enhance crop health and support the natural biology in plants and soil, ultimately maximizing the yield potential of every field. The Mosaic Biosciences portfolio includes biological fertilizer complements, PowerCoat® and BioPath®, which improve nutrient use efficiency and enhance plant growth and vigor. Additional products help mitigate abiotic stress from drought, heat and salinity. With a global team of scientists, Mosaic Biosciences is building a pipeline of new biologic products to drive improvements in plant health, stress management, nutrient uptake, and crop yield.
공시 • Jul 21The Mosaic Company to Report Q2, 2023 Results on Aug 01, 2023The Mosaic Company announced that they will report Q2, 2023 results After-Market on Aug 01, 2023
공시 • Jun 25The Mosaic Company(NYSE:MOS) dropped from Russell 1000 Growth IndexThe Mosaic Company(NYSE:MOS) dropped from Russell 1000 Growth Index
공시 • Jun 24The Mosaic Company Provides Sales Guidance for the Second Quarter of 2023The Mosaic Company provided sales guidance for the second quarter of 2023. For the quarter, the company expect potash sales volumes toward the high end of the previous guidance range of 2.0-2.2 million tonnes, reflecting the impact of strong spring demand in North America. For pricing, the company now expect realized MOP prices at the mine near the low end of previous range of $325-$375 per tonne. The updated pricing guidance incorporates the recent China contract settlement of $307 per tonne.
공시 • Feb 02The Mosaic Company to Report Q4, 2022 Results on Feb 22, 2023The Mosaic Company announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 22, 2023
공시 • Jan 06The Mosaic Company Announces Management ChangesThe Mosaic Company announced that Phil Bauer has been promoted to Senior Vice President, General Counsel and Corporate Secretary effective January 3, 2023. Bauer will lead a global legal team responsible for closely collaborating with Mosaic's Board of Directors, Senior Leadership Team, business units and other functions to offer practical approaches to challenges and opportunities. Since joining Mosaic in 2007, Bauer has managed legal support for business development activities, potash operations, offshore finance, commercial transactions and corporate governance. His most recent assignment was as VP-Growth and Development where he helped drive strategic vision across the organization, including the advancement of Mosaic's soil health strategy and other innovation initiatives. Prior to joining Mosaic, Bauer was a partner at an international law firm where he focused his practice on mergers and acquisitions, public and private securities offerings and public company compliance matters, as well as general business advising. Bauer earned his Juris Doctor degree from The George Washington University Law School in Washington D.C., and his Bachelor of Science in Foreign Service degree with honors from Georgetown University's School of Foreign Service where he majored in international politics. He also received his Master of Business Administration degree from the Kellogg School of Management at Northwestern University. Bauer succeeds Mark Isaacson, who is retiring in early 2023 after 34 years with Mosaic and predecessor companies.