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Bullboard - Stock Discussion Forum 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... see more

TSXV:IFOS - Post Discussion

Itafos Inc > 3 of Top 9: Farim, Santana and Montaro
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Post by Mineralrunner on Jan 31, 2022 2:07pm

3 of Top 9: Farim, Santana and Montaro

I came across this presentation from another NA phosphate developer dated Nov 2021.  It has some good general phosphate information but more importantly on Page 14, a mention of Farim, Santana and Montaro.

The slide shows the Largest Undeveloped Phosphate Projects not owned by a Major Fertilizer Producer and each project's Average P2O5 Concentration Grade.  It ranks the top 11 and IFOS has 3 projects in the Top 9.

Farim #4, Santana #7, and Montaro #9

Only 6 of the 11 have a FS (3 of which are Itafos) and one is in construction.

Farim and Santana are tied for 3rd highest average concentration grade at about 34% with Montaro coming in a bit lower at about 30.5%.

https://www.arianne-inc.com/wp-content/uploads/2021/12/Arianne-Phosphate-Corporate-Presentation-Nov-2021-v.3.pdf
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Itafos Inc