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Itafos Inc V.IFOS

Alternate Symbol(s):  MBCF

Chemicals Basic Materials
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

Itafos Inc > Share price catalysts
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Comment by Mineralrunneron Dec 12, 2021 1:24pm
130 Views
Post# 34223119

RE:RE:RE:RE:RE:Share price catalysts

RE:RE:RE:RE:RE:Share price catalystsP/E seems a bit low, EPS a bit high.  $5-6 / share seems about right from what is known now, depends on EBITDA from sulphuric acid restart and those tax breaks from Arraias.  When Itafos puts its guidance out for 2022, i'll work on some share price ranges using Enterprise Value and comparable public company and M&A EBITDA multiples.  Already started research.  Here's report for H1 2021 from SDR ventures:

https://sdrventures.com/newsletters/agribusiness-reports/

https://sdr-uyfpxh6dk.netdna-ssl.com/wp-content/uploads/2021/08/Agribusiness-Report-1H-2021.pdf

I'm still interested in seeing the latest Raymond James analysis if anyone can post a password- or account-free version.
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