Mosaic (MOS) is refining its strategic plan to improve returns, including asset evaluation and return on capital, monetizing non-core assets, and cutting costs, RBC Capital Markets said in a note emailed Tuesday.
Phosphate production in Q1 is expected to be weak due to planned maintenance, but operations should improve in H2, helping lower costs, according to the note.
The firm said the potash market remains stable, with tight supply and demand supporting prices around $300 per tonne globally, but faces potential risks from tariffs and uncertainty around Belarusian sanctions.
RBC said free cash flow is projected to improve significantly from $47 million in 2024 to $668 million in 2025 and $739 million in 2026, driven by better production and lower capital expenditure.
The brokerage raised its price target for the company to $28 from $27, and reiterated sector perform rating.
Price: 23.62, Change: +0.29, Percent Change: +1.24
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