Professional
Added to YB: 2026-02-10
Pitch date: 2026-02-03
IFOS.V [bullish]
Itafos Inc.
-9.12%
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., together with its subsidiaries, produces and sells phosphate and specialty fertilizers in the United States, Brazil, and Guinea-Bissau.
Market Cap
CAD 386.4M
Pitch Price
CAD 2.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.23
P/E
4.71
EV/Sales
0.81
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.
Read full article (2 min)