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The Mosaic Company Message Board

  • abbaman7 abbaman7 Jul 19, 2011 11:22 AM Flag

    MOS Highlights

    1.Notwithstanding current supply strictures, MOS still expects India to continue to import 6 million tonnes of potash.

    2. MOS CEO says one of his strategic priorities is to diversify away from Florida phosphate rock supply.

    3. MOS says phosphate levels around U.S. fields have been dropping in past few years.

    4. MOS CEO says question of when, not if, MOS will win Florida mining injunction fight.

    5. US farmers have incentives to apply even more phosphate.

    6. MOS giving a lot of thought as to how to sell remaining 42 million shares as part of Cargill split-off.

    7. MOS inclusion in S&P 500 likely to trigger demand for 30 million MOS shares.

    8. MOS expects Chinese phosphate exports to drop to 5 million tonnes in 2011 from 6.1 million tonnes in 2010.

    9. MOS expects trial involving POT and the tolling agreement at Esterhazy to last about 4 months.

    10. MOS estimate that it may be able to lower cost impact from Court's mining injunction by 50% is a consequence of their ability to mine elsewhere in Florida.

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