Harvest Minerals Share Discussion Threads

[kreature] 03/6/2021 07:33

Looked like great data on the shareprophets site. Incredible really. Must of taken them weeks of research and translating . Never seen such good work since , um , oh yeah, yp lol

[madmonkflin] 02/6/2021 18:30

Then he hasnt changed his tune Probably lost money that's why.

[kreature] 01/6/2021 17:31

Uh oh........

[sclper] 01/6/2021 17:04

This article on HMI looks interesting - BEAR DOSSIER: Are these documents a smoking gun for Harvest Minerals?

hxxps://www.shareprophets.com/views/55998/bear-dossier-are-these-public-documents-harvest-minerals-smoking-gun

Does anyone have access?

[madmonkflin] 01/6/2021 13:15

Trending nicely

[larrparker] 27/5/2021 14:43

Strange that quite a few jumped ship this morning, way to cheap, way to early, maybe comparing with the cap out of last May, I believe that Harvest will roll on to the 2018 cap out and beyond, keep the faith peeps, good luck

[madmonkflin] 27/5/2021 10:53

Update on results for 2020 and 15 July q2 sales

[mesb48] 27/5/2021 10:49

Presumably we’ll get an annual report in June, and maybe another shareholder Q&A. I sent in a question back in February - don’t mind the questions/responses being aggregated but it’s quite a while to wait.

[larrparker] 27/5/2021 10:22

No question mark intended

[larrparker] 27/5/2021 10:20

Riding this all the way back to the 20s, looks positive ?

[madmonkflin] 27/5/2021 08:24

Sounds really positive

[harvestminerals] 27/5/2021 07:09

Sugarcane market reacting very favourably

[whl2] 23/5/2021 19:28

No problem, as long as you don't miss the rise back to double figures again.

[ypymytyc] 23/5/2021 17:04

You can see why, just look how the term 'Guidance' has suddenly become an estimate.

Let's get it right, it's 'Guidance' or as it was termed when the 80kt for 2021 was first noted in an RNS 'SALES GUIDANCE'!

YP

[roguetreader] 23/5/2021 16:51

Chip
Duh, yes, kind of obvious, but I managed to miss it!

[chipperfrd] 23/5/2021 16:06

They are actuals from 2020 with total estimate for 2021 placed at the end.

[whl2] 23/5/2021 15:13

Can't think why ?

[kreature] 23/5/2021 14:37

they don't want to chat on this thread for some reason ?

[roguetreader] 23/5/2021 13:32

Yes it's just interesting to me how they have presented them for 2021.

[whl2] 22/5/2021 22:57

They are the sales for 2020 rougetrader!

[roguetreader] 22/5/2021 11:44

Slide 12 of the new presentation is interesting. HM have inserted an accumulator month by month through to the end of 2021. This tops out in December at a total projection of 54,115 tonnes of production, however a further wrap up point has then been added for 2021 stating 80,000 tonnes as the 2021 annual target. I assume this is either down to low-balling the monthly estimates or down to an expectation of certifying unconfirmed sales from earlier in the year at EOY as December itself cannot account for 26K in additional sales as it is a low buying period (as per slide 13).

[kreature] 22/5/2021 09:26

i just don't understand where all the dust is going? obviously you wouldn't want to use it as fertiliser

[ypymytyc] 22/5/2021 09:23

whl2,

Enjoy your weekend!

YP

[ypymytyc] 22/5/2021 09:18

The statement below has been recently added to their accounts which I assume is to cover for the Agrocerrado contract failure. If you need to look at the accounts don't look on the HMI website, try elsewhere.

'Revenue is recognised either when the performance obligation in the contract has been performed, so 'point in time' recognition or 'over time' as control of the performance obligation is transferred to the customer.'

You should also note that it took Triunfo/HMI 20 months to begin proceedings in its claim against Agrocerrado for the first year sales/non-sales.
Looking forward to the appearance of the second year sales/non-sales then, circa 18kt?

YP