Mosaic upgraded at Scotiabank amid possible limits to fertilizer rally [Seeking Alpha]
Bank Nova Scotia Halifax Pfd 3 Ordinary Shares (BNS)
Last bank nova scotia halifax pfd 3 ordinary shares earnings: 2/25 05:30 am
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US:NYSE Investor Relations:
seekingalpha.com/article/4128193-bank-nova-scotias-bns-ceo-brian-porter-q4-2017-results-earnings-call-transcript
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Source: Seeking Alpha
could make the company one of the strongest fertilizer stories of 2026, even as the bank urged caution on the sector Newsletters for Every Investor Get daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities. Subscribe to Newsletters Sign Up Quick Insights Scotiabank believes phosphate margins have likely bottomed and improving fundamentals may make Mosaic one of the strongest fertilizer stories in 2026. Key drivers include easing input costs and strong near-term demand, but risks stem from new supply capacity and the potential for softer demand growth that could lead to oversupply by late 2026. Scotiabank upgraded Mosaic, remains cautious on others, moved CF Industries closer to Sell over nitrogen margin concerns, and sees Nutrien and Yara as fairly valued but exposed to longer-term supply risks. Recommended For You More Trending News
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BNS
Earnings
- 12/2/25 - Beat
BNS
Sec Filings
- 2/6/26 - Form FWP
- 2/6/26 - Form FWP
- 2/6/26 - Form FWP
- BNS's page on the SEC website