MOS 2026-09-03 Mosaic: Potash Is Holding Up, But Phosphate Economics Keep Me On The Sidelines
DCF Value Investor 8 clicksSector
Commodities
Everything our editor has picked under this sector, best first.
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MOS 2026-09-03 DCF Value Investor 8 clicksNat Stewart on X
$GSM Ferroglobe up today on announcement of a European review of antidumping measures on Chinese silicon metal Has been in a volatile trading range for years, but potential bull points appear be stacking up. (I own long dated calls, watchlist stock)
An ATM that starts to spit out cash
Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…
SG on X
$OJ orange juice futs talk about a coiled chart...if this breaks 160 it could skyrocket. https://t.co/csNuI9xdEi
SG on X
On the daily chart, $SB #sugar looks like it ran too far too fast. Zoom out though and you get a better picture of exactly how far the commodity can move in an uptrend. Staying long. https://t.co/31XQLMRcCZ
KGC 2026-08-27 Kinross Gold: The Buy Case Is Margin, Not Growth
The Bullionaire 4 clicks SM 2026-08-26 SM Energy: Tailwinds From Fading Hedge Drag And Strong Oil Leverage
Elliott Gue 3 clicksJabroniCoin.USD on X
UBS on $CENX generating nearly $1 bn in 2026 FCF (v ~$800m consensus) Post this week, that Midwest premium looks solid for 2026… so that volume ramp should translate into higher numbers in Q3 and Q4 https://t.co/dhrEiBFWFf
HMY 2026-08-24 Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)
Prakhar Agarwal, CFA 4 clicks TFPM 2026-08-22 Triple Flag Precious Metals: Ravenswood Turns Optionality Into Duration
Capital Connoisseur 2 clicks BHP 2026-08-20 BHP: Stop Calling This An Iron Ore Stock
On the Pulse 1 click SA 2026-08-20 Seabridge Gold: Fairly Valued Now But Big Upside
Redfern Research SG on X
$SB sugar is in full bull mode. https://t.co/NDtzQ2jbAn
Lee Roach on X
Not bad earnings at $MCCK. Gold book took a mark to market loss. But core business is kicking at. Revenues up 8.9%. Gross margins expanding. Customer deposits and deferred revenue up 33%. Back out all the cash and gold and this is trading at a dirt cheap multiple.
Nat Stewart on X
Fantastic $NRP update from John. Particularly appreciate his capital allocation framework and view on why paying out 100% of cash flow makes the most sense. https://t.co/6LngKKV9hC
JabroniCoin.USD on X
$CENX is a non-AI bottleneck https://t.co/L0PvNNH4HK
Lee Roach on X
@CapitalFang Worked for $BTU. Not sure if something will work here.
marginofdanger on X
$BWEL has been the most aggressive in years on its share buybacks since the last reported financials (6/30/25). While not as significant as I would like, the increased pace of buyback is probably a good sign for FY26 results. https://t.co/tQmmswZS0P
JabroniCoin.USD on X
UBS initiates $CENX conservatively: $60 at 4x EV/EBITDA > Oklahoma & shareholder return catalysts > best leverage to US MWP > Oklahoma and datacenter not priced in > 4x below normalized mid cycle https://t.co/MiKQD9rlFV
SG on X
$SB #sugar what a day! https://t.co/kWAiFObTRd https://t.co/zeODI0xbe5
JabroniCoin.USD on X
Timna on $CENX “early innings of broader FCF rebound.” “Hugely undervalued” at 1.5x their ‘27 EBITDA. $83 PT at 4x! Direction of numbers up, delta to street up, and lots of multiple rerate room imho https://t.co/8wkrmh5S83
JabroniCoin.USD on X
“for the first time in over a decade, all Century assets should be operating at full capacity. I'm very proud to report today that our team has delivered” As expected, Q3 & Q4 will be when the real earnings power of $CENX is demonstrated. Still under-earning. Still bottleneck. https://t.co/Buw6H87Sed https://t.co/KyfyjMcJhq
Ian Bezek on X
@Tintincapital @29374736ahshsv @flippyfloppy52 @smurfkonto1 Ha, no worries. There were some real concerns around resource nationalism in Chile recently, especially with $SQM so that's understandable.
Nat Stewart on X
@JohnHuber72 I believe $NRP's production jump in Appalachia was primary due to $ARLP's Tunnel Ridge mine, which should be a stable producer going forward.
