Professional
Added to YB: 2026-02-10
Pitch date: 2026-02-03
IFOS.V [bullish]
Itafos Inc.
-21.28%
current return
Author Info
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Company Info
Itafos Inc., together with its subsidiaries, produces and sells phosphate and specialty fertilizers in the United States, Brazil, and Guinea-Bissau.
Market Cap
CAD 376.4M
Pitch Price
CAD 2.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.16
P/E
4.59
EV/Sales
0.79
Sector
Chemicals
Category
value
Show full summary:
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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