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GM maize as the source of starch is nothing more than assumption. ADM’s starch has many origins globally.
Chilting
Poly4 will be coated in starch from Genetically modified from US maize, it can not be certified as organic.
It is not surprising however the company and posters on her are clueless
No, I am not saying that it should just be targeted at the organic market but the specific Poly4 product is an environmentally clean product and that should be preserved - how the end user uses it is up to them.
I see polyhalite and Poly4 as two distinct products anything goes for polyhalite but Poly4 is the flagship product with the green credentials and it should define SM as a company.
Company image is all important a healthy company with green credentials, in a National Park - with a 100% green product .
Exactly Sheps. 100% correct.
chilting, forgive me but you see to be prioritizing organic credentials over and above the reality that SXX will sell to meet demand wherever that may be, yes Poly4 is a specific product that falls within the Organic brand criteria but that does not and will not mean the company would restrict its market by narrowing its potential purely to meet the Organic criteria, fertilizer a very big spectrum in a big world and I'm very confident that the Yorkshire Polyhalite will reach far and wide through many different lines of product.
Sheps8.
Sheps8.
Scotman
I am not sure that there is a cost effective nitrogen source that could be mixed with Poly4 that would retain the environmental USP.
It is totally up to the farmer how they use Poly4 or what they mix it with.
I would just sell Poly4 as marketed by SM and then use commercial partners to market polyhalite in other mixes - one step removed.
Poly4 is special and unique it deserves its own platform.
Chilting, that will depend on what it’s mixed with. You’ve given the same example twice like that’s the only blend available.
Farmers will go for a lesser ill effect if the economics stack up. Not every blend has to be stamped organic.
You are missing the point of SM having a controlling measure which allows maximum revenues returning to SM.
verdeceleste/Scotman
Sorry, but you are missing the point. The USP of Poly4 is its environmental credentials if it is marketed and sold by SM as a compound mix containing Ammonium nitrate or another manufactured product it looses its environmental credentials.
No doubt raw polyhalite will be mixed with manufactured products but Poly4 needs its own platform.
Chilting
This year on my allotment I am testing polysulphate "from the deepest mine in Yorkshire" on the allotment and putting ammonium sulphate on the same crops- it seems to be working
It might not be organic but my daughter and half my friends are veggie and would kill me if I used blood, bone etc on the food I give them.
Different folk have different viewpoints - the main thing is Poly4 will be a good product - and hopefully a deal cheaper than the Boulby stuff
Verde
And to top off a good bb here today I thought I'd share the fact that I bought a few more yesterday and after only one day they are up .01 p woop woop I tried virtually all day yesterday to buy as cheaply as I could probably ten times and not once was I offered less than 15.89 ....
When I invested here just over 2.5 years ago I was looking for many things .... early stage,potential multi bagger ,top BOD ,barrier to entry,long shelf life,something to leave my family and timing for retirement ???? having found it in sxx I'm now rather pleased with myself but I was hoping it was something that was in my comfort zone (familiar with) so today has been thought provoking and educational yet again thanks to scotman ,Myo and chilting etc etc ... I just wanted to say that as your constant contributions here not only help me but I'm sure many other readers here .... many thanks ffc
I think what you're asking 'tasteforlife' is Myosotis suffering with OCD?
sorry re double post
tasteforlife. its good to find someone as passionate as Myosotis to keep the rest of us up to date. love it.
tasteforlife. its good to find someone as passionate as Myosotis to keep the rest of us up to date. love it.
Myosotis....just curious, do you sit in front of the computer all day and every day seeking out videos, links, information etc ?....I mean live and breath Sirius Minerals ?.....I m not being critical, just curious as the old adage ...dont get emotionally attached to a share..springs to mind when your passionate and sometimes indecipherable posts appear on here...no offence intended...just an observation on my part.
Good luck
Myosotis, it’s not unexpected to me. It’s what I’ve been promoting for a long time.
Hence
#beyondwoodsmith
Chilting, I’d hazard a guess that the answer is you don’t mix it with Ammonium nitrate if you want an environmentally friendly product?
Is there a way of gaining insight in to bond uptake or do we only find out when they have all gone (or not and yet another finance structure is being arranged)?
Scotman
How do you get around the problem that if Ammonium nitrate is mixed with Poly4 it destroys the environmental credibility of the product?
Hi Myosotis,
Those lines by JT weren’t lost on me.
Where’s the bonds uptake? That is our lead boots!
Scotsman - Thought you'd gone for a brand 'SM Mulch'
*SM much in the same way
Rather than developing a portfolio of products under the SM Poly4 banner it may be better to sell raw polyhalite to fertiliser manufacturers and/or go into partnership with a fertiliser manufacturer such as CF and let them do the marketing and sales for the new product - for example a polyhalite + Nitram mix.
—
Like the Bay-Wa deal? One that maximises SM profits all the way to the farm gate?
Why shouldn’t we have a suite of blends to sell? These can be manufactured under license from SMMuch I. The same way Heineken or Coca Cola reaches every supermarket shelf in the world!
It’s all bottom line and that is our dividends.
#beyondwoodsmith
dog star
Its up to the end user what they do with the product but Poly4 leaving SM will be organic accredited.
The point I was making is that if SM was to produce a compound mix, it would be very difficult to formulate it as organic and the environmental credentials of the product would be compromised.
Rather than developing a portfolio of products under the SM Poly4 banner it may be better to sell raw polyhalite to fertiliser manufacturers and/or go into partnership with a fertiliser manufacturer such as CF and let them do the marketing and sales for the new product - for example a polyhalite + Nitram mix..