Why cargill would like to give up their shares? There must be something that we don't know. Maybe some MOS mines cannot produce any more fertilizers? That could explain why cargill gave up their shares because they knew the truth, and why MOS stock price is down down everyday. I guess buy spy short MOS is a good pair trade to play.
Are you fkin kidding me. They have no debt and almost $9 per share of cash or 3.6 billion. It is no RIMM or PALM! They make fertilizer like POT, AGU and CF. Potash and phosphate fertilizer made by POT, MOS, AGU or CF are all the same. It is not like blackberry phone vs iphone vs nexus phone vs samsung galaxy, where people chose one over other. The chances of bankruptcy for AAPL are higher than MOS in the long run (20 years) unless they keep inventing products people use everyday. I am not saying AAPl will go bankrupt but chances are higher compared to MOS. AAPL is what PALM was 20 years ago!