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Bullboard - Stock Discussion Forum Imaflex Inc V.IFX

Alternate Symbol(s):  IFLXF

Imaflex Inc. is focused on the development and manufacturing of solutions for the flexible packaging and agriculture industries. The Company’s products consist primarily of polyethylene (plastic) film and bags, including metalized plastic film, for the industrial, agricultural and consumer markets. Its polyethylene films are mainly sold to printers known as converters, who process the film into... see more

TSXV:IFX - Post Discussion

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Post by Ciao on Apr 21, 2022 7:21am

NR

Looks like there's a significant increase in production coming with equipment running at full capacity by q2 2023. Hard to understand why the Beacon analyst noted low single digit rev growth over next 2 years if ifx thinks otherwise. Beacon called for 5% rev growth this year and zero thereafter.

https://www.imaflex.com/English/news-and-events/press-releases/press-release-details/2022/Imaflex-Expanding-Production-Capacity-by-Approximately-12-to-15-million-Pounds-Annually/default.aspx

IMAFLEX EXPANDING PRODUCTION CAPACITY BY APPROXIMATELY 12 TO 15 MILLION POUNDS ANNUALLY

April 21, 2022

Purchasing three multi-layer extruders to support future growth

MONTRALApril 21, 2022 /CNW Telbec/ - Imaflex Inc. ("Imaflex" or the "Corporation") (TSXV: IFX) is pleased to announce that it has signed equipment purchase agreements over the past quarter for three new co-extrusion blown film lines ("extruders") to help meet heightening demand for its products. 

"In recent years Imaflex has seen consistent, profitable growth in its Canadian and U.S. operations," commented Mr. Joe Abbandonato, President and Chief Executive Officer of Imaflex.  "During this time, we have been upgrading all major extrusion lines in order to meet heightening market demand for enhanced film quality, which permits our converting customers' equipment to run at ever increasing speeds.  Simultaneously, and as forecasted, we successfully reached our goal of selling out the capacity of our higher margin 5-layer line.  Demand has been so robust on the niche products we created for this line that we recently purchased three new co-extruders."  They are expected to generate additional extrusion capacity of between 12 to 15 million pounds per year, depending on product mix.  Once an extruder is installed and fully operational, it should be fully utilized within 18 months.  Barring any supply chain challenges, the extruders are expected to arrive at varying intervals ending the second quarter of 2023.  

"In preparation for the significant volume increase these investments will create, we recently strengthened our Canadian and U.S. leadership teams by adding two new results-oriented operations managers, who have deep flexible packaging industry experience," continued Mr. Abbandonato.  Both individuals have a strong track record of success in managing and mobilizing teams and driving operational efficiencies, while optimizing production processes within and between cross-functional units.  "Having these people in place will create and ensure our ability to generate and grow our organic revenues more aggressively in the coming years."    

In connection with the equipment purchases, Imaflex has access to financing of CDN $10.0 million (the "loans").  The loans commence depending upon receipt of each extruder and the principal is to be repaid in 60 equal monthly installments.  Currently, this financing would bear interest at 4.89%, however the interest rate will fluctuate going forward depending on the timing the loans will be disbursed.

Comment by microcaphobby on Apr 21, 2022 7:50am
It would appear the Beacon analyst was not aware of the new equipment purchases. I expect he will issue updated guidance once he talks with management and runs his numbers. I wonder if this equipment wil will be for the Ag product. It is a higher margin (double the margin).
Comment by Ciao on Apr 21, 2022 10:04am
From the Cantech report, it makes no sense to increase capacity without believing there will be a much more significant increase in revenues. Maybe it's for the Advaseal line?  "“On the organic front, the company will look to bolster its extrusion capabilities by adding 5–7-layer extruder and/or increase its conversion capacity. IFX is also considering adding such capabilities ...more  
Comment by Possibleidiot01 on Apr 26, 2022 7:13am
Beacon's update from cantechletter.com including capacity expansion. By Geordie Carragher Published on April 25, 2022 Last Updated on April 25, 2022 Filed under:   All posts, Analysts Stock:   ifx Imaflex is heading higher, says Beacon Beacon Securities analyst Ahmad Shaath says Imaflex (Imaflex Stock ...more