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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
Comment by oddykogon Sep 09, 2014 4:42pm
243 Views
Post# 22920934

RE:RE:Commercial production rate impact

RE:RE:Commercial production rate impactThere are 2 problems they have got themselves into.  Firstly, quite a bit of the inventory they had in Q2 had been pre-sold, so though they can ship those orders there is no cash coming in from those sales because the cash was received months ago.  Secondly, September and October are the peak of the spring season when all the fertilizer they have can be sold.  As we get further into the fourth quarter the season starts to ebb and they then produce for inventory.  Without adequate cash they risk having to slow production again as they build inventory for next year's season.

These guys are not out of the woods yet, even if they declare the plant commercial.  What I find so surprising is that those insiders who bought over $3 million of new shares in April did not foresee the cash crunch which wrecked this year's effort.  By now they have lost around 75% of their investment.  If they don't watch out the final 25% will be gone, too.
Bullboard Posts