Harvest Minerals Share Discussion Threads

[ypymytyc] 02/2/2024 16:57

Oooh, a cargo of rock dust.



YP

[kreature] 01/2/2024 15:48

Not sure why HMI can’t RNS such factual prompt information such as YP’s last post ?

[kreature] 31/1/2024 09:32

I guess no news is no news as they say. Maybe due an RNS dust update tho ?

[ypymytyc] 29/1/2024 09:37

Harvest got one of them December 2016, still waiting?

[kreature] 29/1/2024 09:28

Jan says someone got a letter. So that’s something I suppose

[kreature] 28/1/2024 15:47

200,000 tonnes of invoiced sales was forecast for FY 2023. How did that pan
out ?

April 2023 RNS update : ‘ as the Company returns to previously established buying cycles, it remains on track to achieve its 2023 year-end invoiced sales target of 200,000 tonnes of KP Fértil®‘
—-

I see there hasn’t even been an RNS update since last October in the year 2023.

[ypymytyc] 28/1/2024 10:24

I'd guess if Harvest were realistic they would be looking lower than 100/120kt?

Verde guidance for 2023 was 800kt to 1.2Mt and they only sold ~50% of the lower end 800kt.

Harvest are sat at 22,500t up to Q3/23 and the CFEM figures for Oct23 & Nov23 look like 3kt to 4kt each. If Dec23 is the same that makes something like 35kt total.
I can't see Harvest loading Dec23 like they did in Dec22. No point, the auditor wont have it and they still have to pay the 2% CFEM?

I'll go with 2024 guidance of 70kt (twice 2023 sales)?
Can't see that hurting the share price too much and besides, it doesn't have much further to fall?

YP

[whl2] 28/1/2024 09:17

Thanks yp

On the basis, Harvest should be looking for 100~120kt this year. Not sure if they have the funding to get through the first half, however.

[ypymytyc] 27/1/2024 03:21

Verde 2023 review and 2024 guidance:



I guess Harvest will now release their full year sales?


YP

[ypymytyc] 26/1/2024 16:14

'Looks like an invoice included in the document annexe?'

The title of that document is: 'Nota Fiscal Entrega Futura',
which simply translates to 'Future Delivery Invoice'.

YP

[ypymytyc] 24/1/2024 08:15

R$3,020,600.00

Based on CFEM payments, that is equivalent to 75% of sales reported for Q3/2023.


YP

[ypymytyc] 24/1/2024 04:20

The first notable legal case of 2024:
Agro Nova Ltda vs Triunfo Minercao....Ltda.
Value of the case: R$3,020,600.00
Looks like an invoice included in the document annexe?

YP

[institutional investments] 23/1/2024 21:40

Damn it anyway. Why didn't anyone let know the maker was about to fall off the wagon ?

I'd have sent the gin myself

[kreature] 23/1/2024 21:36

In hindsight, wish I’d bought a few at 0.0070 for the near 100% dcb

[ypymytyc] 23/1/2024 14:31

Might come in handy, they'll need to pay the tax on the EoY invoices?

YP

[kreature] 23/1/2024 14:08

Prob had to raise the price for a placing ? Inadvertently of course

[ypymytyc] 23/1/2024 08:52

Oh dear, looks like those traders spiked themselves?

YP

[whl2] 22/1/2024 16:47

Damn, he's gone back to shorthand !

. .
~

[tomboyb] 19/1/2024 11:06

Ha! -

NT at 1.1p -

[whl2] 18/1/2024 19:29

A man of many words !

[manual dexterity] 18/1/2024 10:22

Price movement.