Itafos (IFOS-X) Stock Predictions - Stockchase
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Itafos (IFOS-X)

ON STOCKCHASE SINCE Jan 2010

Formerly MBAC Fertilizer Corp. (Dec 2016)

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Itafos

IFOS-X

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Itafos (IFOS-X) SAVE Jan, 22, 2019, 1:01 am

0.86 0.02 (2.38%)

What the experts are saying about IFOS-X



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PAST TOP PICK
Itafos(IFOS-X) 

December 20, 2018

(A Top Pick May 15/18, Down 61%) A small-cap. They did some interesting deals that he liked, including a big phosphate mine off Agrium before their merger--the stock did well for a while. But their Brazil plant ran into trouble. If it is fixed, then it'll be fine.. It's a small-cap with a good balance sheet, really oversold with decent growth prospects. He expects a rebound in January.
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(A Top Pick May 15/18, Down 61%) A small-cap. They did some interesting deals that he liked, including a big phosphate mine off Agrium before their merger--the stock did well for a while. But their Brazil plant ran into trouble. If it is fixed, then it'll be fine.. It's a small-cap with a good balance sheet, really oversold with decent growth prospects. He expects a rebound in January.
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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$0.980
Owned Owned
Yes

TOP PICK
Itafos(IFOS-X) 

August 28, 2018

This is a pure play in phosphate. It does mining and processing. He sees it as a special situation, likely to be taken over. Their original investment was a plant in Brazil, backed by Cargills. Then they purchased Conda Phosphate from Agrium as part of Agrium’s merger divestitures. This makes sense for Itafos because it has other projects nearby. If there is an ag cycle, this will be the go-to small cap name. (Analysts’ price target is $4.00)

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This is a pure play in phosphate. It does mining and processing. He sees it as a special situation, likely to be taken over. Their original investment was a plant in Brazil, backed by Cargills. Then they purchased Conda Phosphate from Agrium as part of Agrium’s merger divestitures. This makes sense for Itafos because it has other projects nearby. If there is an ag cycle, this will be the go-to small cap name. (Analysts’ price target is $4.00)

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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$2.190
Owned Owned
Yes

TOP PICK
Itafos(IFOS-X) 

May 15, 2018

This produces fertilizers based on phosphate rather than potash. This has consolidated three projects including a mine in Brazil and a plant that it purchased very cheaply from Potash before its merger with Agrium. The price of phosphate collapsed but is now coming back. He sees this as a great growth story for the next up-cycle in agriculture. (Analysts’ price target is 3.90$)

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This produces fertilizers based on phosphate rather than potash. This has consolidated three projects including a mine in Brazil and a plant that it purchased very cheaply from Potash before its merger with Agrium. The price of phosphate collapsed but is now coming back. He sees this as a great growth story for the next up-cycle in agriculture. (Analysts’ price target is 3.90$)

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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$2.550
Owned Owned
Yes

DON'T BUY
Itafos(IFOS-X) 

March 1, 2016

If you invest in this, it is like buying a lottery ticket. They are looking at strategic alternatives, so every week they come out with announcements. Currently working with a company that may move in and take them over. That company has lent them a little money, although the interest rate is 15%. Right now the mines are not operating. Lost about $100 million in the last 9 months.

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If you invest in this, it is like buying a lottery ticket. They are looking at strategic alternatives, so every week they come out with announcements. Currently working with a company that may move in and take them over. That company has lent them a little money, although the interest rate is 15%. Right now the mines are not operating. Lost about $100 million in the last 9 months.

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Benj Gallander

President, Contra the Heard Inv...

Price Price
$0.035
Owned Owned
No

COMMENT
Itafos(IFOS-X) 

July 2, 2014

There has been a lot of insider buying, which is always a good sign. They’ve go into small deserted gold mines and chemically treat them in order to extract potash. Roads have already been built, so infrastructure is already there. Very low liquidity, so highly volatile.

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There has been a lot of insider buying, which is always a good sign. They’ve go into small deserted gold mines and chemically treat them in order to extract potash. Roads have already been built, so infrastructure is already there. Very low liquidity, so highly volatile.

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Michael Underhi

Portfolio , Capital Innovations...

Price Price
$0.395
Owned Owned
No

COMMENT
Itafos(IFOS-X) 

January 22, 2013

Your thoughts on its Brazilian properties, as a long-term investment. One of the 1st concerns on Brazilian properties is pricing which has had a tremendous run up. There are companies, such as Adecoagro SA (AGRO-N) which have better risk adjusted trades on agriculture and farm land. Great country to invest in for the next 20 years, but is becoming a more challenging environment for Brazilian farmland.

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Your thoughts on its Brazilian properties, as a long-term investment. One of the 1st concerns on Brazilian properties is pricing which has had a tremendous run up. There are companies, such as Adecoagro SA (AGRO-N) which have better risk adjusted trades on agriculture and farm land. Great country to invest in for the next 20 years, but is becoming a more challenging environment for Brazilian farmland.

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Michael Underhi

Portfolio , Capital Innovations...

Price Price
$3.380
Owned Owned
Unknown

BUY
Itafos(IFOS-X) 

September 6, 2012

(Market Call Minute.) Good Brazilian name. Fully financed. Good group of assets.

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(Market Call Minute.) Good Brazilian name. Fully financed. Good group of assets.

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Prakash Harihar

Portfolio , Analytixinsight Inc....

Price Price
$2.860
Owned Owned
Yes

BUY
Itafos(IFOS-X) 

February 28, 2012

(Market Call Minute.) One of the strong fertilizer names in the phosphate space. Good financing secured for their (?) phosphate project. Great deposits to be mined.
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(Market Call Minute.) One of the strong fertilizer names in the phosphate space. Good financing secured for their (?) phosphate project. Great deposits to be mined.
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Prakash Harihar

Portfolio , Analytixinsight Inc....

Price Price
$3.070
Owned Owned
Unknown

PAST TOP PICK
Itafos(IFOS-X) 

January 12, 2011

(A Top Pick Jan 20/10. Up 10.34%.) Phosphate developer in Brazil. Looking to produce in 2012-2013. Good potential.
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(A Top Pick Jan 20/10. Up 10.34%.) Phosphate developer in Brazil. Looking to produce in 2012-2013. Good potential.
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Andrew Cook

, Andrew Cook and Asso...

Price Price
$3.190
Owned Owned
Yes

TOP PICK
Itafos(IFOS-X) 

January 20, 2010

Agricultural company focused in Brazil. Has a phosphate deposit, which is expected to come Into production over the next few years. Also looking at other opportunities. Brazil is going to have to import fertilizer, so there is a cost advantage of producing in Brazil.
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Agricultural company focused in Brazil. Has a phosphate deposit, which is expected to come Into production over the next few years. Also looking at other opportunities. Brazil is going to have to import fertilizer, so there is a cost advantage of producing in Brazil.
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Andrew Cook

, Andrew Cook and Asso...

Price Price
$2.900
Owned Owned
Yes

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