For Your Tills Only: Mosaic's GoldenEye on Fertilizer Fortunes

The Name's Bond Financial Bond

The world is not enough darling. Not when there are fortunes to be made wouldn't you agree? My sources at RBC namely one chap named Wong have tipped me off about Mosaic. Seems this fertilizer firm is sitting pretty amidst a rather… constipated phosphate market if you catch my drift. Limited supply steady demand – it's enough to make a chap's martini shaken not stirred with anticipation.

A License to Drill (Profits)

Wong in his infinite wisdom has upgraded Mosaic to 'outperform' and slapped a $40 price target on it. A 26.7% potential upside? Q would be proud. It seems Mosaic's little operation mines phosphate and potash vital ingredients for keeping the world's plants happy. And in this scenario happy plants mean happy pockets. 'We also anticipate positive catalysts,' Wong chirped and I must say so do I.

Operational Initiatives: Diamonds Are Forever… and So Is Good Planning

Increased phosphate production lower potash costs higher Brazil distribution volumes… it all sounds rather… efficient. Makes you wonder if they've got Blofeld advising them. And the potential monetization of non core assets? Now that's just icing on the cake or perhaps a perfectly timed explosive pen. One never knows does one?

Tariffs: Nobody Does It Better (for Domestic Producers)

Being a domestic producer also has its perks thanks to those pesky U.S. tariffs. It's like having your own personal Oddjob throwing his hat around to clear the competition. 'While operations have been challenged in recent years,' Wong wisely noted 'we believe management has set out clear plans for operational improvements.' Let's hope they execute it with the precision of a laser watch shall we?

First Quarter Earnings: The World Is Not Enough (But It's a Good Start)

Mosaic reported better than expected first quarter earnings raised its potash production guidance and has rallied 28.4% this year. Clearly they're not just living and letting die; they're thriving. Though analysts are split naturally. Some are all for it others are on the fence and one poor soul is underperforming. You can't win them all I suppose. But if you play your cards right you can certainly come close. As I always do.

Shaken Not Stirred...Into Profits!

So there you have it. Mosaic poised to make a killing in the fertilizer game. Just remember darling the key to success is having a plan a few well placed contacts and maybe just maybe a license to kill… the competition of course. Until next time this is 007 signing off. And remember the name's Bond James Bond. With a portfolio as lethal as my Walther PPK.