Unless farmers are using the dust to grow plants lol |
No end of new roads and road repairs required tbf. All probably need fertiliser as an ingredient of the bitumen ? Estrada de Alagoas Etc |
Latest monthly CFEM figures:
CFEM for sales recorded December 24, collected January 25 = $R20,052.75 %CFEM = 1.98% Suggested revenue = R$1,012,102.91
Using sales price of R$230/tonne equates to 4,400tonnes for month.
FY sales looking like ~39,097tonnes.
AIMHO - Surprising figure for December.
YP |
Not really. Harvest don't export so you can forget that route. |
Trumps 25% tariffs are making Harvests fertiliser even more attractive if McMaster gets off his ar*e and gets back to rapidly growing Kfertil sales again |
That photo looks like they’ve just seen the share price, and been told there’s little chance of getting a placing away. Just saying. GL though |
When will the excellent REE results be published? And how will extraction be funded? I think I know actually |
Would have been great if the CEO of Harvest Minerals had fertiliser experience, or even business experience come to that ! |
I thought most CEOs were Bm these days ? Oh well |
PVW have finally appointed a new CEO.
The new CEO (not BM) has REE experience.
May be there'll now be some progress on HMI positive array results from last year? |
When is the next update? When do we hear about REE, sales update etc. Anything to suggest that the company still exists? |
Wouldn’t it be cost effective to de-list, or close down ? |
Latest monthly CFEM figures:
CFEM for sales recorded November 24, collected December 24 = $R6,436.22 %CFEM = 1.923% Suggested revenue = R$334,623.37
Using sales price of R$230/tonne equates to 1,455tonnes for month.
Sales to date looking like ~34,697tonnes.
Just December figures to complete FY invoiced numbers
AIMHO
YP |
Not really. Ultimately, can’t polish a dust |
This should be fun? |
This company has just paid CFEM equivalent to a revenue of R$121million for November 2024 sales of rare earth concentrate. From what I can see this is the first notable sale of rare earths in the whole of Brasil. The mining method is at surface strip mining, the TREO extraction uses just sodium chloride and the interesting bit is mineral deposit is 'Saprolite'. |
Market cap seems a bit high at 1.5m considering liabilities ?
Thunder and lightning this week, it never rains but it pours….. |
Sort of reminds me of the good ol 16p days. Only difference is that it is going through the same programme at 0.5p |
Roof looks ok. Keeping the doors closed probably helped?
Floods and landslides next?
YP |
Was the shed roof ok in the wind earlier this month ? |
On a more positive note, Christmas celebrations should hopefully calm down by January 7th of the year 2025. Then be interesting to see if the terraces and finances hold up in the torrential rainy season ? Then there’s the Carnival season and the end of the rainy season, so all good really ? Very excited to see if they discover any more common rare earth minerals |
May be there's a possibility of another 6 months of directors fees? Strange no mention of PVW in the HMI write-up?
YP |