Professional
Added to YB: 2026-02-10
Pitch date: 2026-02-03
IFOS.V [bullish]
Itafos Inc.
+5.41%
current return
Author Info
Alluvial Capital is an investment manager with a focus on overlooked and obscure securities around the world. Sign up for the newsletter.
Company Info
Itafos Inc. operates as a phosphate and specialty fertilizer company. It operates through Conda, Arrais, and Development and Exploration segments.
Market Cap
CAD 422.0M
Pitch Price
CAD 2.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.63
P/E
3.36
EV/Sales
0.78
Sector
Chemicals
Category
value
Alluvial Fund New Position: Itafos Inc.
IFOS.V (new position): Phosphate fertilizer producer, 2/3 owned by PE firm, trades at 4x op cash flow vs 10yr avg phosphate prices. Zero net debt, profitable even in severe price correction. US phosphate production down 50% since 1980, China reducing exports. Structural undersupply + potential acquisition target.
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