Itafos

IFOS-X

Analysis and Opinions about IFOS-X

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
May 31, 2019
(A Top Pick May 15/18, Down 73%) A miner and processor of phosphate -- a precursor to potash. They took over a bankrupt project in Brazil, which they liked from a speculative perspective. They have had technical difficulty with the project and it did not work. If you are patient, it should eventually pay off, but he exited it a while ago.
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Itafos (IFOS-X)
May 31, 2019
(A Top Pick May 15/18, Down 73%) A miner and processor of phosphate -- a precursor to potash. They took over a bankrupt project in Brazil, which they liked from a speculative perspective. They have had technical difficulty with the project and it did not work. If you are patient, it should eventually pay off, but he exited it a while ago.
PAST TOP PICK
PAST TOP PICK
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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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.
TOP PICK
TOP PICK
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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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)

TOP PICK
TOP PICK
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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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$)

DON'T BUY
DON'T BUY
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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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.

COMMENT
COMMENT
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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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.

COMMENT
COMMENT
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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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.

BUY
BUY
September 6, 2012

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

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Itafos (IFOS-X)
September 6, 2012

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

BUY
BUY
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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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.
PAST TOP PICK
PAST TOP PICK
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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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.
TOP PICK
TOP PICK
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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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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Itafos(IFOS-X) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

Stockchase rating for Itafos is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Itafos(IFOS-X) Frequently Asked Questions

What is Itafos stock symbol?

Itafos is a Canadian stock, trading under the symbol IFOS-X on the TSX Venture Exchange (IFOS-CV). It is usually referred to as TSXV:IFOS or IFOS-X

Is Itafos a buy or a sell?

In the last year, there was no coverage of Itafos published on Stockchase.

Is Itafos a good investment or a top pick?

Itafos was recommended as a Top Pick by James Hodgins on 2019-05-31. Read the latest stock experts ratings for Itafos.

Why is Itafos stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Itafos worth watching?

0 stock analyst on Stockchase covered Itafos In the last year. It is a trending stock that is worth watching.

What is Itafos stock price?

On 2020-06-03, Itafos (IFOS-X) stock closed at a price of $0.27.