Rainbow Rare Earths eyes second major development as it inks deal with Mosaic
Rainbow Rare Earths Ltd (LSE:RBW, OTC:RBWRF, FRA:RR1) told investors that its Uberaba project in Brazil could become a second major rare earths development after signing a project agreement with Mosaic and publishing an economic assessment that valued the project at up to US$916 million on a post-tax NPV10 basis. "The results of the EA confirm that Uberaba represents a major opportunity to replicate Phalaborwa as an additional high-margin and near-term REE development project, situated in the lowest-cost quartile for the industry," said chief executive George Bennett.
Why This Tech Stock Could Enjoy a Short-Term Pop
Mosaic (MOS) stock looks ripe for a short-term bounce, after coming into contact with a historically bullish trendline
The Mosaic Company (MOS) Q4 2025 Earnings Call Transcript
The Mosaic Company (MOS) Q4 2025 Earnings Call Transcript
Mosaic: Cheap For A Reason, Still A Buy
The Mosaic Company is rated Buy, trading at a 27% discount to fair value with a 3.09% dividend yield. Potash fundamentals are strengthening, with 2025 adjusted EBITDA up to $1.183 billion and production expected to reach ~9 million tonnes in 2026. Phosphate segment faces margin pressure from weak demand, high sulfur costs, and inventory build, but China's export restrictions and Brazil acreage growth provide tailwinds.
Mosaic's Q4 Earnings and Revenues Miss Estimates on Weak Volumes
MOS swings to Q4 loss, missing EPS and sales estimates as weaker phosphate margins offset higher potash prices and steady volumes.
Mosaic (MOS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Mosaic (MOS) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Mosaic (MOS) Lags Q4 Earnings and Revenue Estimates
Mosaic (MOS) came out with quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.45 per share a year ago.
Put Traders Should Keep an Eye on Mosaic Stock
Agricultural chemical stock Mosaic Co (NYSE:MOS) has been climbing since the start of the year, up 18% so far.
MOS Updates on Market and Issues Preliminary Q4 Sales Volumes
Mosaic flags weak Q4 fertilizer demand, with phosphate shipments down 20% YoY and preliminary volumes of 1.3Mt phosphate and 2.2Mt potash.
Mosaic to Divest New Mexico Potash Operations in $30M Deal
MOS agreed to sell its Carlsbad potash operations for $30 million, exiting New Mexico to streamline assets and focus potash production on Saskatchewan.
Mosaic: Slow Growth, Deep Value
Mosaic's relative valuation suggests it's significantly undervalued. For instance, its EV/Revenue multiple suggests a 37% upside. I expect MOS to have a 29% upside, based on these assumptions: revenues growing at 4% CAGR and a net margin of 9% (which is 130 basis points below the current level). Across the entire P&L, everything hinges on phosphate and potash prices. Tonnage has been flat for the last three years, though we've seen some improvement over the last two quarters.
Why Is Mosaic (MOS) Down 7.7% Since Last Earnings Report?
Mosaic (MOS) reported earnings 30 days ago. What's next for the stock?
