Mosaic Streamlines Portfolio With Idled Brazil Phosphate Unit Sale

The Mosaic CompanyMOS has closed its deal with Fosfatados Centro SPE Ltda. for the sale of the idled Patos de Minas phosphate mining unit in Brazil. Under the terms of the final agreement, Fosfatados Centro will assume responsibility for the mine and the associated tailings dams, paying Mosaic $111 million in cash, of which $51 million is due at closing, with the balance to be paid in installments over the next four years. Mosaic anticipates recording a book gain in the range of $80-$90 million in the fourth quarter of 2025.The strategic rationale presented by Mosaic is that the disposal frees up capital previously tied to a non-core asset, enabling its redeployment into higher-return opportunities. The sale was completed after receiving regulatory clearances, including approval by the Brazilian Administrative Council for Economic Defense. Fosfatados Centro is expected to restart the mining complex to supply phosphates to the Brazilian agricultural sector.MOS Reinforces Strategic and Regional FocusMosaic is prioritizing the optimization of returns from its core, actively operating assets. As a result, future capital is more likely to be directed toward high-performing phosphate and potash operations, advancing innovation, and enhancing the overall product portfolio.From a regional standpoint, the transaction allows Mosaic to maintain a strong commercial presence in Brazil without the burden of maintaining or reactivating underutilized assets. Brazil remains a critical market for Mosaic, and the company’s exit from this particular site does not signal a retreat; rather, it reflects a refined focus on growth and operational excellence within key areas of the business.Shares of MOS have gained 43.8% compared with its industry’s 23.4% growth year to date.Image Source: Zacks Investment ResearchFor full-year 2025, Mosaic expects phosphate production of 6.9-7.2 million tons and potash output of 9.3-9.5 million tons. Mosaic Fertilizantes sales volumes are projected to be at the lower end of the 10-10.8 million ton range.For the third quarter of 2025, phosphate sales volumes are expected be in the band of 1.8-2.0 million tons. Potash volumes are forecasted to be in the range of 2.2-2.4 million tons.MOS’ Zacks Rank & Other Key PicksMOS currently has a Zacks Rank #2 (Buy). A few other top-ranked stocks in the Basic Materials space are CSW Industrials, Inc.CSW, Galiano Gold Inc.GAU, and Agnico Eagle Mines Limited AEM. CSW and GAU carry a Zacks Rank #2 each at present, while AEM sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.The Zacks Consensus Estimate for CSW’s current-year earnings is pegged at $10.26 per share. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 5.60%.The Zacks Consensus Estimate for GAU’s current fiscal-year earnings is pegged at 24 cents per share, indicating a 41.2% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed in the remaining two, delivering an average surprise of 17.08%. GAU’s shares have surged 104.8% over the past year.The Zacks Consensus Estimate for CSW’s current-year earnings is pegged at $10.26 per share. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 5.60%.The Zacks Consensus Estimate for CSW’s current-year earnings is pegged at $10.26 per share. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 5.The Zacks Consensus Estimate for GAU’s current fiscal-year earnings is pegged at 24 cents per share, indicating a 41.2% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed in the remaining two, delivering an average surprise of 17.08%. GAU’s shares have surged 104.8% over the past year.The Zacks Consensus Estimate for AEM’s current fiscal-year earnings is pegged at $7.11 per share, indicating a 68.09% year-over-year increase. Agnico Eagle beat on earnings in each of the trailing four quarters, delivering an average surprise of 10.3%. AEM’s shares have rallied 117.9% over the past year.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Agnico Eagle Mines Limited (AEM): Free Stock Analysis Report The Mosaic Company (MOS): Free Stock Analysis Report Galiano Gold Inc. (GAU): Free Stock Analysis Report CSW Industrials, Inc. (CSW): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks