Harvest Minerals Share Discussion Threads

[scottishfield] 02/9/2016 09:28

Great progress here. (& a quiet thread)

[barnsey] 01/9/2016 11:10

Let us not forget the wealth of experience these guy's have and the fact they
have done it all before turning small co's in to multi million pound outfits.

Highfield is now a US$400 million potash company with assets in Spain, Hunnu won successively IPO of the year and Mines & Money deal of the year before being taken over for nearly A$500 million, while Avanco is now worth more than A$100 million and will start producing copper in Brazil very soon.

[sandbag] 01/9/2016 10:39

And it's only open cast mining so easy/cheap to get at.

[sja123] 01/9/2016 10:03

...and we have a ready market right on our doorstep crying out for our product :-)

[simonparker5] 01/9/2016 09:45

And we are funded to our first and very profitable production in the next couple of months!

[soulsauce] 01/9/2016 09:42

andrbea and it should be taken in to account that SXX need $2bn to build the mine and they won't be producing until 2019.

[andrbea] 01/9/2016 09:36

let's play mkt caps:
So 50 times hmi (£18m) = sxx (£917m)

[miahkaysor] 01/9/2016 07:13

25p today!

[johnwise] 01/9/2016 07:10

Why would anyone invest in Potash when Polyhalite is superior ?

Sirius Minerals - Polyhalite explained


Sirius Minerals - The deposit

[larrylight] 01/9/2016 05:28

Harvest Minerals (LON:HMI) shares are up more than 300%, bucking the usual summer lull expected around this time of year.
Aug 31, 2016 8:25 PM PDT
Could an eventual sale to large North American play

[sja123] 31/8/2016 13:14

From the above link...

"The sparkling non-metals riser in London in the past week was Brazil-focussed potash and phosphate developer Harvest Minerals, which has had an even more impressive past 30 days – rising more than fourfold in that time.
The dual-listed Harvest (ASX and AIM: HMI) clinched a key landholder agreement earlier this month covering ground hosting its Maximus potash resource, which underpinned its recent Maximus Direct Application Natural Fertilizer (DANF) project independent scoping study.
Harvest can now carry out trial mining on the property after receiving a permit.
The company’s market capitalisation has surged to more than US$25 million in the past month."

You have to wonder about the standard of some of these write ups....while all publicity is good to get the word out, it would help if they were accurate...

We are no longer dual listed in Oz....came off that market a while back and we don't have a mining license at present....

All good otherwise ;-)

[larrylight] 31/8/2016 12:07

Harvest Minerals (HMI) locked and loaded

[shakeypremis] 31/8/2016 10:32

Sja, thanks for your response. Very helpful.

[sja123] 31/8/2016 09:24

shakeypremis....two different products...

We have potash in two areas up near the Vale potash mine...potash takes a bit more effort and processing to get to a marketable product and we aren't concentrating on that at the moment....

Phosphate....or, DANF in the case of Arrapua....is a product which we have in vast amounts, much of it at surface and something which can literally be scooped off the surface, bagged and sold to distribute on the land as fertilizer....or neutralizer..to enhance crop growth....

Both used as fertilizer but having different profiles and different specific uses in agriculture...

Prices differ depending on purity...chemical makeup etc....hence the talk of wet sieving the DANF eventually to be able to sell a purer and more marketable product...

Initial production on trial license will be just scoop up and sell basically...

That's how I understand it anyway...

All IMO etc

Edit: Some crushing involved as well I think....

[miahkaysor] 31/8/2016 09:13

it's better to be in now!!!!

[miahkaysor] 31/8/2016 09:13

Remember this is gonna fly once the rns lands!!!!!!

[shakeypremis] 31/8/2016 09:06

Can someone clarify something for me please if they have time. If potash (MOP) is currently going for $230 or something per tonne ( why are we only hoping to get circa $40-$100 (with processing) for it? What am I missing?

[shakeypremis] 31/8/2016 09:06

Can someone clarify something for me please if they have time. If potash (MOP) is currently going for $230 or something per tonne ( why are we only hoping to get circa $40-$100 (with processing) for it? What am I missing?

[glenkaz] 30/8/2016 11:33

Nice guys! 🤒 Still here just having great fun with axm! £8k up and it's gonna get bigger! 🙃

[barnsey] 30/8/2016 11:09

Brazil imports 90% of its needs at high prices,sales agreements will be
a formality imo.

[janestone] 30/8/2016 10:56

They forgot to mention sales agreements ;)

[h2owater] 30/8/2016 10:56

BY MASTER INVESTOR29 April 2015Matthew Wood And Brian McMaster Come To Town, Bearing Diamonds, Fertilisers And Future ProfitsBy Alastair Ford Times change, and so do entrepreneurs. Matt Wood and Brian McMaster have made a pretty penny for themselves and their investors over the years through the creation and onward sale of such stellar companies as Highfield Resources, Hunnu Coal and Avanco. "Anybody who put money in when we did and came out when we did made money", says Matt. Highfield is now a US$400 million potash company with assets in Spain, Hunnu won successively IPO of the year and Mines & Money deal of the year before being taken over for nearly A$500 million, while Avanco is now worth more than A$100 million and will start producing copper in Brazil very soon. Sharp-sighted investors will detect an Australian theme to all this, and indeed Brian and Matt do both hail from Australia. But their focus now is increasingly moving to London – in part because regulations in Australia make operating any projects in their own back yard an increasingly onerous undertaking, and in part because being based in the capital markets in London makes much more sense in terms of access to Brazil, which is where their attention currently lies. There's also the question of the money. "The market here's so much deeper", says Brian. As everyone knows, capital in Australia is now very hard to come by, and in Canada it's no better. Not that London's all singing and dancing, but you can at least get things done. Accordingly, Matt's been in London for nearly a year now, and Brian is eyeing up properties as we speak. Together, they operate an umbrella organisation called Garrison Capital, which provides seed and ideas, but it's in respect of two discreet operating companies that they are now doing the rounds here with a view to establishing a more permanent presence in due course. Both companies have Brazilian assets, and both are pretty well advanced. "Historically we worked exploration properties up into development properties", says Brian. "But we've moved up the curve. We are now interested in taking forward later, pre-development stories." And so it is that Matt sits as executive chairman of Five Star Diamonds, which has a 3.5 hectare kimberlite pipe in the Goias region of Brazil, while Brian is executive chairman of Harvest Minerals, which has a major potash project on the east coast, and which has also just acquired a phosphate project inland in Minas Gerais. The plan is that both companies will in due course seek fresh capital in London, and that both will end up with an Aim listing before too long. Harvest is already listed in Australia, but Five Star is currently held privately. Will there be an appetite here? Well, that's what Brian and Matt are currently evaluating. But so far so good. They've already been able to raise funds to continue with development work for both companies, and are currently in the process of lining up all the relevant advisors to ensure a smooth transition. In the case of Five Star, Matt is very clear as to the opportunity. "For 150 years Brazil was the world's largest diamond producer", he says, and it still has huge potential. No major kimberlite pipe has ever been found there, although there have been several smaller economic pipes, including the pipe that lies at the centre of Five Star's aspirations, which is 3.5 hectares in area. What's more, diamond demand is looking up, as Brian points out. "There are people who view diamonds as another form of currency", he says. "And De Beers has said that by 2020 they don't have an explanation for how demand will be met. So, although the Five Star pipe is small, that doesn't mean it won't end up generating significant cash. After all, as Matt points out, size isn't everything. "Diavik is a one hectare pipe", he says. "We're looking at pipes with high grade and quality stones." Now that the new money's in, construction of a pilot plant has commenced. If that goes well then the hope is rapidly to move on to a feasibility study and then full scale production at the rate of upwards of 500,000 carats, using the money raised in conjunction with the Aim listing to get there. Meanwhile, the transition of Harvest from tin to fertilisers initiated by Matt and Brian is now complete. The phosphate project should be the first cab off the rank, funded by the proceeds of the mooted Aim listing. That fundraise should also put something in the kitty for a bankable study for the potash, but by then Harvest will be up and running, producing cash in a country that is the biggest importer of fertilisers globally. As far as positioning goes, it couldn't be better. "This time next year we'll have cash from our phosphate and all the questions on the potash will be answered", says Brian.https://masterinvestor.co.uk/uncategorized/matthew-wood-and-brian-mcmaster-come-to-town-bearing-diamonds-fertilisers-and-future-profits/

[sja123] 30/8/2016 08:22

For his part, and speaking to Simon Rees of Mining Weekly, Harvest Mineral’s uber-smart CEO, Brian McMaster, was equally bullish:

“There is significant upside to the project both in terms of the current resource and potential to expand the planned initial production with the project ideally located in the prime agricultural Cerrado region where fertilizer demand is high.”

“The best part is, we’ve got a quote on the desk already for a contractor. And as it stands today, first production from the trial mining is likely to take place before the rains set-in this November.”

“We are targeting 100,000 tonnes in the first run under the terms of our trial mining license. Our ambition to become a significant potash producer in Brazil should not be underestimated.̶1;