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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 REALRETURNSon Oct 08, 2014 10:50pm
176 Views
Post# 23012976

RE:RE:RE:RE:News were positive except this line

RE:RE:RE:RE:News were positive except this lineWhat would the restructuring change that the company can not right now, for companies which had losing quarters all the time and the operations aren't profitable it makes sense, since keeping the operations going means more cash burns and more losses. In MBC case, and this is in my sole opinion, the facts that they are ramping up production makes me wonder, why would they let them go under water? Restructuring can mean forgiveness of part of the debt ...etc. restructuring costs a lot of money as well, it's not cheap. There were a lot of positive clues in the news release. The $1.6 loan derisks the fast ramp up, buying phosphate rocks can produce a near term cash flow. Why didn't they think about this earlier?!!! This baffles me. Anyways, they mentioned that the documents for the loans extensions being finalized and they will announce very shortly an update regarding working capital loans/ finalizing debt extensions. 
   So why with all this positive occurrences they threw that bad line about restructuring in Canada and/ or Brazil?!! Why now?!!! 
    This can mean 2 scenarios; company isn't honest about what's going on over there and they were lying about the operations, maybe they threw a couple of encouraging news in the past 2 months so they can sell as much shares before this announcement,  and what next can be worst.  The second scenario that the company has things turned around and they are at that stage that they can not announce anything not finalized yet. Again, why would you give $1.6 million to a company that is ready to say bye bye.
   I am in favour of the second scenario, company wasn't transparent in the past but they are now, if I am a CEO and know the company not going anywhere, will stop producing and lay off everyone and should reserve cash or spend it on other things.   
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