Itafos Management

Management criteria checks 3/4

Itafos' CEO is George Delaney, appointed in Nov 2020, has a tenure of 3.5 years. total yearly compensation is $2.14M, comprised of 30.4% salary and 69.6% bonuses, including company stock and options. directly owns 0.36% of the company’s shares, worth CA$917.66K. The average tenure of the management team and the board of directors is 3.5 years and 4.2 years respectively.

Key information

George Delaney

Chief executive officer

US$2.1m

Total compensation

CEO salary percentage	30.4%
CEO tenure	3.5yrs
CEO ownership	0.4%
Management average tenure	3.5yrs
Board average tenure	4.2yrs

Recent management updates

Recent updates

This Analyst Just Made A Massive Upgrade To Their Itafos (CVE:IFOS) Earnings Forecasts

Feb 18

Can You Imagine How Elated Itafos' (CVE:IFOS) Shareholders Feel About Its 743% Share Price Gain?

Dec 17

CEO Compensation Analysis

How has George Delaney's remuneration changed compared to Itafos's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	n/a	n/a	US$4m
Sep 30 2023	n/a	n/a	US$81m
Jun 30 2023	n/a	n/a	US$86m
Mar 31 2023	n/a	n/a	US$110m
Dec 31 2022	US$2m	US$650k	US$115m
Sep 30 2022	n/a	n/a	US$109m
Jun 30 2022	n/a	n/a	US$117m
Mar 31 2022	n/a	n/a	US$82m
Dec 31 2021	US$2m	US$604k	US$51m
Sep 30 2021	n/a	n/a	US$17m
Jun 30 2021	n/a	n/a	-US$12m
Mar 31 2021	n/a	n/a	-US$43m
Dec 31 2020	US$352k	US$50k	-US$63m
Sep 30 2020	n/a	n/a	-US$141m
Jun 30 2020	n/a	n/a	-US$148m
Mar 31 2020	n/a	n/a	-US$149m
Dec 31 2019	US$200k	n/a	-US$144m
Sep 30 2019	n/a	n/a	-US$211m
Jun 30 2019	n/a	n/a	-US$204m
Mar 31 2019	n/a	n/a	-US$178m
Dec 31 2018	US$111k	n/a	-US$113m
Sep 30 2018	n/a	n/a	US$34m
Jun 30 2018	n/a	n/a	US$39m
Mar 31 2018	n/a	n/a	US$27m
Dec 31 2017	US$204k	n/a	-US$30m

Compensation vs Market: George's total compensation ($USD2.14M) is above average for companies of similar size in the Canadian market ($USD739.95K).

Compensation vs Earnings: George's compensation has been consistent with company performance over the past year.

CEO

George Delaney (62 yo)

3.5yrs

Tenure

US$2,135,689

Compensation

Mr. George David Delaney serves as Chief Executive Officer at Itafos since November 30, 2020 and has been its Director since February 6, 2017. He has been Director at Farmer's Business Network, Inc. Mr. De...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
George Delaney	CEO & Director	3.5yrs	US$2.14m	0.36% $ 917.7k
Matthew O'Neill	Chief Financial Officer	1.8yrs	US$1.08m	0.026% $ 68.1k
Timothy Vedder	VP of Operations & GM of Conda	4.6yrs	US$650.80k	0.12% $ 319.1k

3.5yrs

Average Tenure

Experienced Management: IFOS's management team is considered experienced (3.5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
George Delaney	CEO & Director	7.3yrs	US$2.14m	0.36% $ 917.7k
Elena de Paliza	Independent Director	2.8yrs	US$205.00k	0.016% $ 40.2k
Ronald Wilkinson	Independent Director	6.3yrs	US$241.00k	0.19% $ 500.3k
Anthony Cina	Independent Chairman	9.1yrs	US$351.00k	0.36% $ 937.8k
Ricardo De Armas	Director	4.2yrs	no data	0.21% $ 546.7k
Isaiah Toback	Director	2.1yrs	no data	no data
Stephen Shapiro	Independent Director	2.1yrs	US$135.44k	0.018% $ 46.1k

4.2yrs

Average Tenure

62yo

Average Age

Experienced Board: IFOS's board of directors are considered experienced (4.2 years average tenure).

Itafos Management

Management criteria checks 3/4

Key information

Recent management updates

Itafos Inc., Annual General Meeting, Jun 19, 2024

CEO & Director exercised options to buy CA$84k worth of stock.

Itafos Inc., Annual General Meeting, Jul 13, 2023

Itafos Inc. Appoints Matthew O’Neill as Chief Financial Officer Succeeding George Burdette

Less than half of directors are independent

Itafos Inc., Annual General Meeting, Jun 24, 2022

Recent updates

Itafos Inc. Announces Results of Updated Itafos Conda Technical Report

Itafos Inc., Annual General Meeting, Jun 19, 2024

Itafos' (CVE:IFOS) Soft Earnings Are Actually Better Than They Appear

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

CEO & Director exercised options to buy CA$84k worth of stock.

Third quarter 2023 earnings released: EPS: US$0.016 (vs US$0.043 in 3Q 2022)

Itafos Inc. Narrows its Earnings Guidance for 2023

Little Excitement Around Itafos Inc.'s (CVE:IFOS) Earnings

Now 22% undervalued after recent price drop

Now 20% undervalued after recent price drop

Investor sentiment improves as stock rises 16%

Itafos (CVE:IFOS) Knows How To Allocate Capital Effectively

Second quarter 2023 earnings: EPS and revenues exceed analyst expectations

Itafos Inc. Provides Earnings Guidance for the Year 2023

Does Itafos (CVE:IFOS) Have A Healthy Balance Sheet?

Itafos Files Updated Feasibility Study for the Farim Phosphate Project

Itafos Inc. Completes Updated Feasibility Study for the Farim Phosphate Project

Consensus EPS estimates increase by 16%

Itafos Inc., Annual General Meeting, Jul 13, 2023

First quarter 2023 earnings released: EPS: US$0.15 (vs US$0.18 in 1Q 2022)

Itafos Announces Notice to Proceed for Husky 1/North Dry Ridge

Full year 2022 earnings: EPS and revenues exceed analyst expectations

Investor sentiment improves as stock rises 22%

Is Itafos (CVE:IFOS) Using Too Much Debt?

Investor sentiment improves as stock rises 16%

Consensus EPS estimates fall by 26%

Price target decreased to CA$5.25

Itafos Inc. Provides Earnings Guidance for Fiscal Year 2022

Price target decreased to CA$5.25

Investor sentiment deteriorated over the past week

Is Itafos (CVE:IFOS) Using Too Much Debt?

Investor sentiment improved over the past week

Consensus EPS estimates increase by 17%

Second quarter 2022 earnings: EPS and revenues exceed analyst expectations

Itafos Inc. Appoints Matthew O’Neill as Chief Financial Officer Succeeding George Burdette

Investor sentiment deteriorated over the past week

Investor sentiment deteriorated over the past week

Itafos Inc. Announces Production and Sales of Hydrofluorosilicic Acid at Conda

Investor sentiment improved over the past week

Itafos Inc. Provides Earnings Guidance for the First Half and Second Half of 2022

First quarter 2022 earnings: EPS and revenues exceed analyst expectations

These 4 Measures Indicate That Itafos (CVE:IFOS) Is Using Debt Extensively

Less than half of directors are independent

Itafos Inc., Annual General Meeting, Jun 24, 2022

Itafos Inc. Announces Board Changes

Itafos Inc. Announces Resumption of Sulfuric Acid Production at Arraias

Investor sentiment deteriorated over the past week

Less than half of directors are independent

Less than half of directors are independent

Less than half of directors are independent

Less than half of directors are independent

Less than half of directors are independent

Second quarter 2021 earnings released: EPS US$0.05 (vs US$0.11 loss in 2Q 2020)

Health Check: How Prudently Does Itafos (CVE:IFOS) Use Debt?

First quarter 2021 earnings released: EPS US$0.01 (vs US$0.10 loss in 1Q 2020)

Is Itafos (CVE:IFOS) Using Debt In A Risky Way?

Full year 2020 earnings released: US$0.34 loss per share (vs US$1.02 loss in FY 2019)

This Analyst Just Made A Massive Upgrade To Their Itafos (CVE:IFOS) Earnings Forecasts

Itafos Appoints David Brush as Chief Strategy Officer

Itafos(TSXV:IFOS) dropped from S&P/TSX Venture Composite Index

New 90-day high: CA$0.52

Itafos Announces Notice of Intent for Conda Mine Life Extension

Can You Imagine How Elated Itafos' (CVE:IFOS) Shareholders Feel About Its 743% Share Price Gain?

Itafos Announces Executive Changes

New 90-day low: CA$0.24

Analysts update estimates

Earnings released

CEO Compensation Analysis

CEO