The Mosaic Company Earnings: 5 Things You Need to Know презентация

in anticipation of planned turnarounds and higher demand in coming months
improved selling prices as potash markets recovered

Mosaic’s potash gross margin jumped to 40% from 33% a year ago, thanks to:

Expansion underway at Mosaic’s low-cost Esterhazy potash mine. Source: Company website

margin by a percentage point to 21% despite flat revenue.

Phosphates contributed 50% to Mosaic’s operating earnings in Q2.

Source: Mosaic Q2 earnings presentation

flat despite 4% higher revenue and greater business footprint (backed by acquisitions) compared to last year.

2015 target: SG&A expenses of $360-$380 million. Company incurred $382 million in 2014.

in Brazil and Paraguay acquired last year is complete.

The acquisition pushed segment sales up by 17.5% in Q2.

Mosaic’s distribution capacity in the region is projected to jump 50%.

Arabia -- in which Mosaic holds 25% stake --to be $8 billion, or 7% higher than initial estimates.

At the time of agreement, Mosaic outlined $1 billion cash investment.

Construction underway at Ma’aden JV site. Source: Mosaic Q2 earnings presentation

but downgraded potash volumes.

Data source: Company earnings release. Chart by author

it appears to be on track to a solid year. The fertilizer markets may be under pressure, but the company’s cost-reduction efforts and growth initiatives should push its margins higher in 2015 and beyond.

about to put the World Wide Web to bed. And if you act quickly, you could be among the savvy investors who enjoy the profits from this stunning change. Experts are calling it the single largest business opportunity in the history of capitalism... The Economist is calling it "transformative"... But you'll probably just call it "how I made my millions." Don't be too late to the party -- click here for one stock to own when the Web goes dark.