12/24/2024, 05:07 AM UTC
尽管三季度业绩不及预期，但Mosaic看涨案例依然强劲，关税担忧依旧Mosaic: Bullish Case Remains Strong Despite Q3 Miss, Tariff Concerns
1、由于飓风和电力问题，Mosaic面临生产中断，但这些中断很快得到解决，对设施造成的长期损害有限。2、公司未能达到三季度收益预期，但管理层预计钾肥价格将反弹，并预计第四季度销售将强劲。3、加拿大钾肥可能面临25%的关税，这构成重大风险，但我相信由于钾肥对美国农业的重要性，国会将进行反击。1. Mosaic faced production disruptions due to hurricanes and electrical issues, but these were resolved quickly, causing limited long-term damage to their facilities. 2. The company missed Q3 earnings estimates, but management expects potash prices to rebound and projects stronger sales in Q4. 3. Potential 25% tariffs on Canadian potash pose a significant risk, but I believe Congress will push back due to the importance of potash for American agriculture.---
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