Harvest Minerals Share Discussion Threads

[harvestminerals] 10/8/2018 18:35

This is the only company in the sector which intends to pay a high return dividend to its shareholders, possibly in the next couple of years. This fact alone, outside of the expected growth will raise the p:e to high 20s. Using a pessimistic p:e of 20, 450KTpa at $50 per tonne profit and (without incentives) an IRPJ of 21% gives you just over 350 million USD market cap.

[john henry] 10/8/2018 18:15

550,000 in buys against 82,000 sells, Tide turning ??? :-)

[vivgav] 10/8/2018 17:29

66,000 buy just showed up

[kreature] 09/8/2018 18:34

No sign of rain in the carmo forecast. So perhaps the covers are on for the long term ?

[chipperfrd] 09/8/2018 13:47

Thank you Saucepan. Interesting article.

[saucepan] 09/8/2018 12:58

Some good, solid, information here, including numbers:



I was not aware of the (now-resolved) truck strike, but it may explain the recent weakness.

All in all though, I personally find what is described as very encouraging indeed. Still a patient hold for me.

[kreature] 08/8/2018 23:58

Yep great news that the organic fertilizer market is to reach around $10 billion by 2023. Just a shame that the dust is not fertiliser right ?

[harvestminerals] 08/8/2018 22:14

It appears that MAPA registration wasn’t the be all and end all for this company after all. It certainly hasn’t affected the share price. Hopefully Septembers report will finally satisfy the shareholders. I think 120,000 tonnes of Sales and rising now daily will silence the doubters once and for all.

[kreature] 08/8/2018 03:33

7th Aug Gazette - tut tut ? Not sure why lawyers like to talk in quantities of 'minimum wage' in Brazil ? Does it make the total sound less harsh ? Looks like the defendant has 3 days to respond ?

On Twitter.....Is that 'like' as in; 'Mineral fertilisers such as KPfértil, ' Or is that 'like' as in; 'Mineral fertilisers, in the same way as KPfértil....' I guess the comma makes it the 2nd option ? Anyone know what the difference is between a 'mineral fertiliser' and a 'fertiliser' ?

'Mineral fertilisers, like KPfértil, close the gap between the nutrient supply from the soil and organic sources and the plant’s nutrient requirement, ensuring healthy and optimum crops..'

[burtond1] 06/8/2018 09:38

https://total-market-solutions.com/2018/07/26/harvesting-the-news/

[kreature] 05/8/2018 23:10

some post on lse from a customer who can't get a response from Geo to a sales enquiry made 2 weeks ago - The market cap here is £30m so I wouldn't be surprised to see it drop back to 10p and an £18m cap this week

[john henry] 05/8/2018 15:34

Thanks Brooko19, decent sized holding. ATB. Hopefully youll return here, when the investment case once again suits you.

[brooko19] 05/8/2018 15:15

JH in total I sold 707,226 shares

[kreature] 05/8/2018 13:02

Do we know how much kp dust has been used to help farmers grow new soil yet ? I'll take a guess at 0.1 tons unless anyone has any better info ?

[john henry] 05/8/2018 11:34

Sorry Brooko lol out of interest if you dont mind, how many did you sell ??

[kreature] 04/8/2018 19:35

Nice to see the kpfertil deccribed as a 'choice' and 'the right commodity' over on twitter. Best not to call it a fertiliser I suppose ?

[brooko19] 04/8/2018 16:34

Haha JH I’m defo not JW I sold out weeks ago and posted on LSE I posted to say I had sold half and then a week later I declared I no longer held it’s in my history on LSE, JW sold all his this week.

[hungary16] 04/8/2018 14:32

Harvest - Notwithstsnding the vagaries of the market , what’s your best guess as to the company’s market cap come September ?

[harvestminerals] 04/8/2018 07:07

JH. The sales figures will be released in September. They represent the final piece of the puzzle (or some might say the only piece of the puzzle). KP Fertil is quickly gaining market share and as production begins to snowball the company share price will begin to reflect fair value.