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Analyst
Ben Isaacson
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 2 companies
MOSMosaic Company (The)2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q2
I just want to understand why the market -- or why do you think the market is reacting so negatively to what seems like a couple of bumpy quarters
Show response
Bodine attributed the disconnect to uncertainty over how much of the extraordinary turnaround expense is recurring versus transitory. Estimated approximately $50M in phosphate was truly non-normal. Phosphate production volume was the biggest change versus Investor Day targets. All other metrics (potash costs, mined rock costs) trending toward Analyst Day targets.
Calendar 2025 Q1
you're targeting $70 million of revenue this year, profitability into Q4. And then in five years from now, $200 million of EBITDA. Can you talk about the shape of that EBITDA growth
Show response
Wang disclosed own-product gross margins at approximately 60% versus 30-40% for licensed third-party products. Major new product introductions planned across all markets after registration approvals. Bodine acknowledged potential for sum-of-parts valuation uplift as EBITDA grows to meaningful scale, with strategic options under discussion.
CFCF Industries1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
Can you talk about how much of that change is related to capital cost inflation versus
Show response
Bohn said mid-cycle NOLA urea moved from 355 to 385 per short ton, with about $10 structural and the balance from higher capital costs.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| MOS Mosaic Company (The) | 2 | —Rate withheld: fewer than 3 questions |
| CF CF Industries | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Pricing1
- Macroeconomic1
- Margin1
- Supply Chain1
- Innovation & R&D1
- Capital Allocation1