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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 Psalm9012on Sep 20, 2018 1:03pm
201 Views
Post# 28656784

RE:RE:RE:RE:RE:Started a Position

RE:RE:RE:RE:RE:Started a PositionBucala, I think you are somewhat right on this. Here is my question to Itafos and their response: Dear Itafos Management,How is it, with record crop production in Brazil and a Real at over 4:1 to the USD, you can only get $137US for your SSP? Also, if you are using ammonia in the process - I'm guessing to remove free phosphoric acid - why can't you use it to produce DAP? After all, DAP is going for over three times what you are getting for the SSP and according to your info. 100% imported. Thanks in advance for your answers. And their response: Hi Greg. Thanks for the note. SSP prices were unusually low in Q2 as we believe local producers over-produced in order to combat our product coming to market. Interestingly SSP prices have since rebounded nicely in Q3 and are anywhere from 20-25% higher than the Q2 price you noted. As for the ammonia consumption, we use very little N in our production process, as indicated by the 1-17-0 formula of our SSP product. Our feed ore grade of P2O5 is ~5-6% and so is too low to be able to make phosphoric acid and therefore MAP or DAP economically. At Arraias the process does not involve phos acid production. No gypsum is produced and stays in the product and is valuable (Brazil soils are calcium and sulfur deficient) Thanks, Robert Robert B. Winslow, MS, MBA, CFA Tel: +1 647-248-5455 robert.winslow@itafos.com So, I'm still hopeful for days ahead. Greg
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