Added to YB: 2026-03-09
Pitch date: 2026-03-08
IFOS.V [bullish]
Itafos Inc.
-23.65%
current return
Author Info
Cluseau Research seeks to exploit these two edges by identifying special situations that provide a compelling risk-to-reward that are “off limits” to traditional Institutional Investors. 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 376.4M
Pitch Price
CAD 3.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.16
P/E
4.59
EV/Sales
0.79
Sector
Chemicals
Category
value
Adding to Itafos (IFOS CN)
IFOS.V (added to position): Fertilizer producer w/ US/Brazil ops at 4x EV/EBITDA, 4x fwd P/E. Net cash position: C$98M cash vs C$82M debt. Strait of Hormuz disruptions poised to spike phosphate prices (Saudi/Qatar = 40% US imports). Local sulfuric acid sourcing = windfall. Castlelake owns 66%, initiated 2 special divs in 2025. Capital return catalyst + geopolitical tailwinds.
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