Added to YB: 2025-10-16
Pitch date: 2025-10-15
IFOS.V [bullish]
Itafos Inc.
-8.84%
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 2.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.16
P/E
4.59
EV/Sales
0.79
Sector
Chemicals
Category
value
Itafos (IFOS:TSX)
IFOS.V: Fertilizer producer at 3x EV/EBITDA w/ $98M cash exceeding $82M debt. Holds 10% stake in St George Mining (SGQ +300% since Sept on rare earth/Niobium discovery at Araxas mine sold by IFOS). SGQ raised $72M AUD for development. Castlelake owns 66%, aligns interests. Low liquidity but attractive standalone valuation + SGQ call option upside.
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