- Entry
- $22.28
- Now
- $24.75 +11.1%
- Target
- —
- Score
- —
$MOS is on the floor. Lowest level in about five years. Record sulfur costs, a lousy quarter, plants idled. Sounds like a nightmare, and that's exactly why I'm looking. I'd rather buy what everyone hates right now than what's already in every portfolio. The thing the market is ignoring: most of the current low is temporary. The sulfur costs are a cost spike, not a law of nature, they normalize again. The idled production pulls supply off the market, which …
— ORIGINAL POST ·
Title: $MOS is at a 5-year low and everyone hates it. That's exactly why I'm buying.
· r/ValueInvesting
· Jun 12, 2026