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Itafos Inc V.IFOS

Alternate Symbol(s):  MBCF

Itafos Inc. is a phosphate and specialty fertilizer company. Its businesses and projects include Conda, Arraias, Farim, Santana and Araxa. Conda is a vertically integrated phosphate fertilizer business located in Idaho, United States with a production capacity of over 550 Kiloton (kt) per year of mono ammonium phosphate (MAP), merchant grade phosphoric acid (MGA) and ammonium polyphosphate (APP), and approximately 27kt per year of hydrofluorosilicic acid (HFSA). Arraias is a vertically integrated phosphate fertilizer business located in Tocantins, Brazil with a production capacity of approximately 500kt per year of single superphosphate (SSP) and SSP with micronutrients (SSP+). Farim is a phosphate mine project located in Farim, Guinea-Bissau. Santana is a vertically integrated high-grade phosphate mine and fertilizer plant project located in Para, Brazil. Araxa is a vertically integrated rare earth element and niobium mine and extraction plant project located in Minas Gerais, Brazil.


TSXV:IFOS - Post by User

Bullboard Posts
Post by pangloss81on Sep 23, 2011 9:10pm
272 Views
Post# 19079201

cannacord: 475

cannacord: 475 Keith Carpenter of Cannacord actually reduced his target for MBC the day that MBC began its spike. When priced at 2.34, he assigned a target of 475. Although that was a reduction, its still a two bagger. However, i think that the market is rewarding MBC more than he is. We have held up very well during a terrible week, one in which 2008 redux has been frequently mentioned. Anyways, here is one part of Cannacord's report, it will be interesting to see if recent news has altered anything for them. Financing updateThe company continues to work towards finalized term sheets with both the IFC andBanco Itau. We understand from management that the IFC is moving forward with thefinal terms of the previously announced equity financing which will provide the companywith $35 million in capital. The IFC has also been progressing on the associated debtfinalization. Banco Itau has scheduled a board meeting for early October to review theMBAC debt, where we expect the process to move to the final stage wherein the companyattains access to the funds later that month (US$150 million in total debt from bothparties). As a result of the recent decline in the share price, we have assumed a lower price at which the IFC equity will be raised versus our previous assumption. Consequently, this has reduced our NAVPS to C$4.77 from C$4.91.
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