HOUSTON, June 26, 2025 (GLOBE NEWSWIRE) -- Itafos Inc. (TSX-V: IFOS) (OTCQX: ITFS) (“Itafos” or “the Company”) today announces that the OTC Markets Group Inc., operator of regulated markets for trading 12,000 US and international securities, has approved the Company’s application to trade on the OTCQX® Best Market, upgrading from the Pink® market. Itafos will begin trading today on the OTCQX under the symbol “ITFS”. Trading on the OTCQX Best Market offers Itafos an efficient, cost-effective way to access th ...

NEW YORK, June 26, 2025 (GLOBE NEWSWIRE) -- OTC Markets Group Inc. (OTCQX: OTCM), operator of regulated markets for trading 12,000 U.S. and international securities, today announced ITAFOS INC. (TSX-V: IFOS; OTCQX: ITFS), a phosphate and specialty fertilizer company, has qualified to trade on the OTCQX® Best Market. ITAFOS INC. upgraded to OTCQX from the Pink® market. ITAFOS INC. begins trading today on OTCQX under the symbol “ITFS.” U.S. investors can find current financial disclosure and Real-Time Level 2 ...

XI’AN, CHINA, June 24, 2025 (GLOBE NEWSWIRE) -- Enlightify Inc. (NYSE: ENFY) (“Enlightify” or the “Company”), is providing an update regarding its 2025 Annual Meeting of Stockholders (the “Annual Meeting”). In the preliminary proxy statement (DEF 14A) filed with the SEC on May 5, 2025, the Company had indicated that the Annual Meeting would be held on June 24, 2025. However, the Annual Meeting has not been formally scheduled, and no definitive meeting materials have been filed with the SEC or distributed to ...

CF Industries Investor Day Summary Company Overview - CF Industries is the world's largest producer of ammonia, founded in 1946 as an agricultural cooperative [4][10] - The company focuses on ammonia and derived nitrogen products used as fertilizers and for industrial applications [4][5] Core Business Insights - CF Industries emphasizes operational excellence, safety, and unmatched asset utilization to meet customer needs [5][11] - The company aims to lead in low carbon ammonia production, contributing to decarbonization in industrial and agricultural sectors [5][7] Financial Performance - In the past year, CF reported approximately $2,500 million in adjusted EBITDA, converting to $1,600 million in free cash flow, a 63% conversion rate [97] - Over the last eight years, CF generated $19,000 million in adjusted EBITDA and over $12,000 million in free cash flow, with a leading conversion rate of over 62% [98] - The company returned approximately $2,000 million to shareholders in the last year through dividends and share repurchases [97] Strategic Initiatives - CF is investing roughly $2,000 million into the BluePoint joint venture, focusing on low carbon ammonia production [17] - The company has a concurrent share repurchase program for $2,600 million [17] - CF's recent acquisition of the Wagaman ammonia production facility in 2023 is part of its strategy to enhance production capacity [16] Market Dynamics - The global nitrogen supply-demand balance is expected to tighten, with projected annual demand growth of 12 to 14 million metric tons [54][55] - Structural constraints on nitrogen supply have been exacerbated by geopolitical events, leading to rising global nitrogen prices [49][51] - CF's North American operations provide a significant cost advantage due to access to low-cost natural gas [32][33] Competitive Advantages - CF's production network consists of approximately 60 production units across eight sites in North America, with an average annual capacity of about 10,500,000 metric tons of gross ammonia [36] - The company has unmatched distribution flexibility, utilizing rail, truck, barge, and ocean-going vessels to deliver products efficiently [41][42] - CF's operational excellence is reflected in its industry-leading utilization rates, averaging 8% greater than North American peers [73] Sustainability and Decarbonization - CF aims to reduce scope one carbon emissions intensity per product ton by 25% by 2030 [74] - The company is investing in carbon capture and sequestration projects, expecting to reduce greenhouse gas emissions by over 2,500,000 metric tons of CO2 equivalent annually [75] - CF's BluePoint project is positioned to be the world's largest ammonia plant focused on low carbon production, with a nameplate capacity of 1,400,000 tons annually [87] Future Outlook - The company anticipates significant long-term demand growth for low carbon ammonia, driven by government policies and market needs [59][60] - CF believes that the tightening nitrogen supply-demand balance will offer increased margin opportunities in the future [56] - The company is strategically positioned to capitalize on these trends, leveraging its operational expertise and partnerships [82][86]

Market Overview - The fertilizers market is experiencing a resurgence after being subdued for over two years, with the Fertilizers Price Index rising approximately 13% over the past year [1] - Despite the increase, the index remains significantly below its 2022 highs, indicating that a key inflection point has likely been passed [1] Analyst Background - The analysis is provided by a financial analyst with over a decade of experience in the fertilizers market, who has been writing on Seeking Alpha since 2018 [1] - The analyst has a professional background in private equity, real estate, and economic research, along with academic expertise in financial econometrics, economic forecasting, and global monetary economics [1]

Company Overview - Itafos Inc. is a phosphate and specialty fertilizer company headquartered in Houston, Texas, and trades on the TSX-V under the ticker symbol "IFOS" [3] - The principal shareholder of the company is CL Fertilizers Holding LLC, an affiliate of Castlelake, L.P., a global private investment firm [3] Annual General Meeting Highlights - All items of business were approved at the annual general meeting of shareholders held on June 18, 2025 [1] - Six incumbent directors were overwhelmingly re-elected: Anthony Cina, Ricardo De Armas, G. David Delaney, Ronald Wilkinson, Stephen Shapiro, and Isaiah Toback [1] Auditor Appointment - The appointment of PricewaterhouseCoopers LLP as the Company's auditor was ratified by shareholders [2] Production Capacity - The company operates several vertically integrated phosphate fertilizer businesses with significant production capacities: - Conda, Idaho, US: approximately 550kt per year of various phosphate products and 27kt per year of hydrofluorosilicic acid [7] - Arraias, Tocantins, Brazil: approximately 500kt per year of single superphosphate and 40kt per year of excess sulfuric acid [7] - Farim, Guinea-Bissau: a high-grade phosphate mine project [7] - Santana, Pará, Brazil: a vertically integrated high-grade phosphate mine and fertilizer plant project [7]

Core Insights - The markets started 2025 positively but have faced increased volatility due to the Trump administration's tariff plans and geopolitical uncertainties, leading to cautious investor behavior [1] Company Analysis - StoneCo Ltd. (STNE) is projected to have a sales growth rate of 10.9% in 2025 and currently holds a Zacks Rank 1, indicating strong buy potential [12] - Cullen/Frost Bankers, Inc. (CFR) is expected to see a sales growth rate of 4.6% in 2025 and also holds a Zacks Rank 1 [13] - Intuit Inc. (INTU) is anticipated to achieve a sales increase of 15.1% in fiscal 2025, the highest among the highlighted stocks, and has a Zacks Rank 1 [14] - The Mosaic Company (MOS) is expected to grow sales by 11.5% in 2025 and currently has a Zacks Rank 2 [15] Investment Strategy - A focus on companies with strong sales growth and high cash balances is essential for identifying potential investment opportunities [6] - Key screening parameters include a 5-Year Historical Sales Growth (%) greater than the industry average and cash flow exceeding $500 million [6] - Additional metrics for stock selection include a P/S Ratio lower than the industry average, positive sales estimate revisions, operating margin greater than 5%, and a Return on Equity (ROE) greater than 5% [7][8][9]

Group 1: Company Overview - CF Industries (CF) shares increased by 6.5% to $99.93 in the last trading session, with a notable trading volume, and have gained 8.8% over the past four weeks [1][2] - The company is one of the largest ammonia producers globally and is expected to benefit from the Environmental Protection Agency's new proposal to boost biofuel blending mandates, which will positively impact biomass-based diesel production [2] Group 2: Financial Performance Expectations - CF is projected to report quarterly earnings of $2.16 per share, reflecting a year-over-year decline of 6.1%, while revenues are anticipated to reach $1.7 billion, marking an 8% increase from the previous year [2] - The consensus EPS estimate for CF has been revised 3% lower over the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [4] Group 3: Industry Context - CF operates within the Zacks Fertilizers industry, where Nutrien (NTR) also resides, with NTR shares closing 4.1% higher at $62.89 and returning 5.2% over the past month [5] - Nutrien's consensus EPS estimate has decreased by 0.5% to $2.41, representing a year-over-year increase of 3% [6]

Core Insights - Nutrien Ltd.'s shares have increased by 23.7% over the past three months, outperforming the Zacks Fertilizers industry's 17.5% rise and the S&P 500's approximately 8% increase during the same period [1][3]. Group 1: Demand and Market Position - Nutrien is well-positioned to benefit from rising fertilizer demand driven by strong global agricultural markets, with high demand in its core regions [3][4]. - Crop commodity prices are expected to remain elevated until 2025 due to anticipated constrained inventory levels, which supports the demand for fertilizers [3][4]. - Global demand for potash is predicted to increase due to improved farmer economics, increased affordability, and low inventory levels [4]. - The phosphate market is also benefiting from increased global demand combined with low inventories among producers and distributors [4]. - Strong nitrogen fertilizer demand is observed in key economies, particularly in North America, India, and Brazil, aided by a recovery in industrial nitrogen demand [4]. Group 2: Growth Strategies - Nutrien's acquisition strategy and increased usage of its digital platform are expected to drive growth, particularly in Brazil [5][8]. - The company plans to allocate a portion of its free cash flow for incremental growth expenditures, including targeted retail acquisitions in 2025 [5][8]. Group 3: Cost Management and Efficiency - Nutrien is committed to improving operational efficiency and reducing production costs, particularly in its potash operations [6][8]. - Strategic initiatives aimed at reducing controllable costs are expected to result in overall savings of nearly $200 million by 2025, enhancing free cash flow [6][8]. Group 4: Earnings Estimates - Nutrien's earnings estimates have risen, with the Zacks Consensus Estimate for 2025 earnings increased by 6.2% and estimates for the second quarter revised 3% higher [9].

Analyst’s Disclosure:I/we have a beneficial long position in the shares of YARIY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advic ...