RE:ITAFOSjpinkman wrote:
i believe has accumulated around a billion worth assets for lobal prices so to speak since buying mbac. not that they are worh that at the moment.
would like to get an nr that the plant in brazil is up to the 80% capacity and that they are filling supply agreements.
does anyone know what the Conda plants quarterly rev is?? and where it might fall in itafos' quarters?
Very astute obeservaion related to NAV - I suspect that now that the GB Minerals arrangement is complete that we will get a comprehesive corporate presentaton and operational update via quarterly financials.
Unfortunately Agrium didn't break out the financial performance of a specific plant i.e. Conda but it's safe to assume that it was cash flow positive. They were producing in excess of 500T/year.