MBCF/IFOS.V - I should've bought even more at the time. Still have my entire position. They are saying FCF of ~$150 million EBITDA of ~$200 million, and basic EPS of ~0.55 so the valuation multiples still look pretty good. Plus, they've got a bunch of monetizable non-core assets they could sell off.
My baseline case if the fertilizer market holds up is that fair value is around $5, then might overshoot to the upside because average daily volume still indicates no one big is in (still only ~300K/day on the TSXV).
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