GC Mays
MaysReport
G C Mays currently covers agricultural chemicals companies, wheat, corn, and soybean markets as well as the global macro economy. He has more than 20 years equity research and trading experience. He is expert at financial statement and data analysis.
Recent Articles by GC Mays
Jun 21, 2014
by GC Mays
Jack Frost Saves Compass Minerals' Salt Business as Fertilizer Sales Slump -- Now What?
An abnormally cold winter boosted the sales and earnings of Compass Minerals following two sub-par snow years. With the polar vortex now in the rearview mirror, where does the company go from here?
Jun 19, 2014
by GC Mays
High Soybean Production and Lower Prices Move Profits Down the Value Chain
The time may have come to take profits or even to consider shorting soybeans as persistently high futures prices created by the 2012/13 drought have caused producers to increase production to record levels.
Nov 13, 2013
by GC Mays
CF Industries Earnings Show Weak Demand Spans Nitrogen & Potash Fertilizer
Even if corn acres planted drop to a still historically high 92 million, the opportunity to sell nitrogen will be strong. However, what price will maximize revenues and profits? Going forward, that is the question.
Oct 29, 2013
by GC Mays
Mosaic Makes Phosphate Acquisition as Fertilizer Shake-Up Continues
Just when you think things are beginning to settle down in the fertilizer space, another transaction between the major producers shakes up the space again. Mosaic is purchasing the phosphate business of CF industries for $1.4 billion.
Oct 23, 2013
by GC Mays
Scotts Miracle-Gro Soars in 2013, but Where Is the Retail Revenue Growth?
Scotts Miracle-Gro soared in 2013, rising just under 30%, much to shareholders' satisfaction. What is curious about the stock's mysterious growth spurt is that revenues have been flat since the company's fiscal 2008 while earnings have been erratic with no discernible pattern.
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