Harvest Minerals Share Discussion Threads

[whl2] 07/12/2024 09:24

Thanks for clearing that up yp. As ever, you're a mine of information. No pun intended!

[ypymytyc] 07/12/2024 00:57

Quadro 1:
Faturamento (Revenue) R$879,141.32
Quantidade faturada (Quantity Invoiced) 3,733.27tonnes
Preço Médio (Average Price) 235.49tonne


Quadro 2 - less 'Difference to be recovered'
DIFERENÇA APURADA A RESTITUIR: R$1.318,06

Faturamento (Revenue) R$813,237.92
Quantidade faturada (Quantity Invoiced) 3,502.03tonnes
Preço Médio (Average Price) 232.22tonne

You're right but the smaller quantity was 2022 sales/prices. For working out monthly sales R$232.22tonne is the average price for Aug 2024.

The spreadsheet on the attached link is listed as an 'external document' on the ANM website so it is very likely the spreadsheet was provided by Triunfo Mineracao... (Harvest).
The value that caused the adjustment was moved to 'Entrega Futura (2022)' future delivery on sheet Quadro 2 - so my guess is the the CFEM was paid in 2022 when they were claiming sales without being delivered. So 2 years later (Aug 24) they finally delivered it but forgot they'd already paid the CFEM and are now claiming it back.


YP

[whl2] 06/12/2024 20:11

By my calculations, that comes out for me about R208 Br for the first line and R278 Br for the smaller quantity. Does that sound about right. Clearly prices still on the floor.

[ypymytyc] 06/12/2024 04:12

This document is relevant to sales Aug 24 regarding a small refund for revised quantities.
Document gives a good indication of the current sales price vs monthly CFEM figures?



YP

[whl2] 04/12/2024 16:41

This had me chuckling !

" In addition, with the upward trend, purchasing inputs until December 20, 2024 can avoid possible variations and guarantee product availability."

I definitely think we can guarantee product availability, in fact you can have as much as you want !

[kreature] 01/12/2024 14:43

Oh yeah, legal fees
( to related party ) ?

Got to be positive tho…..at least it’s all honest and above board

[kreature] 01/12/2024 13:24

Geosicko partnership disaster….
Vendors gifted £1m for I dunno what ?
More vendors gifted 1m for dunno, Christmas ?
Agrocerrado sales disaster ?

[whl2] 01/12/2024 12:30

What happened to all the money ?

Oh yeah

Sergipe, Limestone Mine, Director's salaries, drivers rest rooms (seriously !) storage sheds etc etc

[ypymytyc] 01/12/2024 11:25

Careful, the half year update described the position as:

"We are positioned for timely order fulfilment at relatively low cost."

What happened to 'high margin'?

YP

[kreature] 29/11/2024 08:09

“ enabling us to start investigation on potential concentration methods‘

Panning ? For is it embrium, titanium, magnesium ? Would it ever be economically viable without placings ?

[ypymytyc] 29/11/2024 04:01

Tiros is next door to Arapua:

[whl2] 28/11/2024 22:46

From the last RNS

"In mid-November, we will receive the full set of lab results for the samples, including Scanning Electron Microscopy (SEM) analyses. These results should allow us to identify the minerals bearing the REEs, enabling us to start investigation on potential concentration methods."





Guess they went down like a lead balloon !

[kreature] 28/11/2024 08:24

Have the Christmas holidays started here ? 28th Nov ? Happy Christmas

[whl2] 20/11/2024 14:47

Not really, seeing as we dont have a fertiliser business we can spin off from.

[ypymytyc] 20/11/2024 14:20

Now could you see Harvest doing this with their REE/director fees project?



YP

[kreature] 19/11/2024 09:21

They should rename it Common Earth Elements, as is seems to pop up for any listed dust company

[ypymytyc] 19/11/2024 03:49

Be very interesting to compare Harvest next RNS vs yesterday's Verde announcement?



YP

[kreature] 17/11/2024 19:26

I don’t understand, so the bank is what given a bag of coffee for free, and then someone overpays for it, which isn’t laundering money I suppose. When was the last time a UK bank sold a bag of coffee or say a pint of milk for a ridiculous amount of money ? I suppose we have the FCA to keep half an eye on things tbf

[kreature] 16/11/2024 18:20

‘ His bag was sold by C6 Bank for R$100,000 ’

Doesn’t make any sense. A bank sold a bag of coffee ?

[whl2] 16/11/2024 11:26

Does this mean the share price will be 5 pence on Monday ?

[kreature] 14/11/2024 18:43

Ohhhhgodddd……when they going to start separating the rare magnets and stuff from the dust ? Grain by grain I suppose? And will the farmers need to pay extra if rare magnets are fertilising the plants?