Member Info for BLUEROAD888

MrH_m,

I bet you have high blood pressure. Take it easy! It will move back up once I buy.

I dont fight the trend. The trend is my ONLY friend.

Best wishes,

I love holding this stock. Im thinking of buying few more.

Once we break 0.4p it will move to the next trading range 0.6p-0.8p.

gla!

MrH_m,

This stock will go where the market says it goes. I don't believe I can move it by my post. What you fail to understand is that most AIM investors are traders from a few days, maybe a week or two at a stretch, before they’re off chasing the next big thing. And about 10% are the day dreamers, holding out for a jackpot. They’ll ride it all the way up and then down, waiting for some crazy target, like a £100 million valuation.

Im seriously thinking of buying this stock so i wish you all the best. I hope to join you all very soon!

Good luck.

Looking at the previous RNS, we should receive an update soon.

I think it will be positive, as the company has had sufficient time to advance its plans on REE.

gl!

Mr H_m,

Im very relaxed here. I thought you get worried when i post. lol!!

It's simple with me. If i get the price i will buy and if i dont then there are many other stocks i like and im watching.

This stock has potential but the time line means high risk as anything can happen. The large number of shares also limits the upside. This is a solid trading stock, "buy low, sell high".

Good luck :)

Buying at this level is below asset value. If they sell one or more assets, this could easily double. And if they then fund the REE side of the business, you could be looking at 5x — even 10x. The risk vs reward here looks very good.

Mr H_m,

If you’re invested here for the long term and believe in the company, don’t stress over daily price moves. Watching it every day will only give you a heart attack. If the price drops to 0.05 or 0.06 and nothing has fundamentally changed, consider buying a few more — but don’t panic.

When the RNS comes and it moves back toward 0.1, take some profit on the extra shares and repeat the process until it eventually breaks higher. Don’t get emotionally attached. Keep a core holding you may want to sell at 0.3 or 0.4, but trade around it — that’s what smart investors do. This is a very tradable stock.

Im looking to buy a decent size position here but not willing paying this price. On AIM things are slow and i normally get my price.

Best wises.

Ranger104uk,

Why are you here every day?

Your opinion means nothing if you have no skin in the game. All you do is clutter the board with noise and treat it like your personal daily diary. If you have nothing constructive to add, then don’t post.

From reading your posts, you dont seem to have much understanding of investing, or even this company. You just seem bored and post here for conversation. Move on...

This is stuck in a range and needs major news to break out. There are too many sellers, with over 2 billion shares issued below 0.1p last year. crazy!

Promising an RNS in two or three weeks is wrong. If it doesn’t arrive, expectations will fall and investors will slowly start selling. No one knows when the next RNS is coming, it could be days, weeks, or even months.

If you believe in the company then buy and hold. But most AIM investors are traders and so they want to be in and out quickly as they dont have much funds. These people will sell out.

GL!

I respectfully disagree.

Why would the board hold such a large position in HMI and not focus on growing the business? Some directors have exposure at around 1p, so they are clearly incentivised to see the share price recover. Yes, things haven’t gone our way recently, but fertiliser is naturally a slower, less exciting sector. It’s more about steady operations than rapid market re-ratings.

However, the story changes when you bring REE into the equation. That introduces a potential growth catalyst that could materially reshape how the market views the company. Personally, I wouldn’t invest purely in a fertiliser business because the upside tends to be limited, but the REE angle is what makes this compelling to me.

I see this as getting in at a relatively early stage, and some of the initial results are certainly interesting enough to keep my attention.

DYOR! GLA!

Ranger104uk/AIM

Ah… the usual suspects!!!

Stop clutters the board!!

Get a life!!!

Thanks again, Smalleyus.

There are some very knowledgeable investors here, and I hope we can all share insights and learn from one another.

Thanks, Smalleyus.

I’m a new investor here, so that’s very useful information.

Is there a way to confirm whether the samples have been taken for REE?

It really comes down to what you focus on. I’m looking ahead at the potential catalysts — asset sales, REE progress, cost discipline. Because if even a couple of these materialise, they could be transformational for the company.

I understand that long-term holders who’ve seen the share price fall may naturally focus on the past. That’s common on most LSE boards. But investing on AIM is often about timing and future catalysts rather than what’s already happened.

Personally, I wouldn’t be here just for the fertiliser business. I need a bigger trigger, and the REE opportunity is what makes this interesting to me. If the company manages to sell one or more assets and strengthen the balance sheet to properly pursue REE, that could be a real game changer.

Good luck.

A sensible approach would be to consider meaningful pay reductions while focusing capital and effort on the REE opportunity. If that side of the business begins to generate real returns, then higher remuneration becomes much easier to justify.

They seem to be running fairly large-scale operations with infrastructure already in place, which could support a strategic pivot. Leveraging existing facilities and making the necessary operational adjustments is typically far more efficient than starting from scratch. And prioritising REE could materially improve the outlook and reshape how the market values the company.

https://harvestminerals.net/wp-content/uploads/2021/07/hmi-4q-2018.pdf

Regarding insolvency concerns, the company has previously renegotiated debt and raised funds, indicating that lenders and investors still see potential. Such support typically wouldn't be present if collapse were imminent.

The upcoming update will be important, especially concerning the strategic review. At this valuation, even modest progress could lead to a significant shift in sentiment.

I understand your concern. Have you raised these concerns with the board?

For me, the bigger investment question is whether the company can improve revenues and unlock asset value. If that happens, these cost ratios tend to look far less dramatic very quickly.

The next one or two updates will be important in giving the market more clarity.

Bfdinvestor,

Your numbers are correct for the half year, but they need context.

Revenue was unusually low during the period, so any fixed board cost is naturally going to look elevated when compared against a weak sales phase.

In microcaps, board costs don’t typically move in line with short-term revenue but if sales improve, those ratios can normalise very quickly. Looking at a single soft period doesn’t always reflect the bigger picture.

This is also why I believe the REE opportunity could become very important going forward. Additional growth drivers have the potential to materially improve revenues and shift the valuation discussion altogether.

Laura, I actually find it strange that people are complaining about directors taking shares instead of cash. lol. I’ve always believed that when a business isn’t yet generating strong profits, directors should be paid in shares. It aligns them fully with shareholders.

When management takes equity, they become personally invested in the outcome. They only make returns if the share price rises, so their incentive is clear: grow the business and unlock value. If this rerates even modestly, their upside is significant and that kind of motivation matters.

It’s a big part of why I invested here. Insider commitment like this is typically bullish, not bearish. DYOR.

I don’t see the directors settling fees in shares as a negative. Choosing shares instead of cash reduces immediate cash burn and signals a willingness to back the company for the longer term. More importantly, it aligns their interests directly with shareholders. If the share price doesn’t rise, they don’t benefit either.

It’s also worth remembering that some of these shares were effectively taken around 1p, so management are currently sitting on paper losses. You don’t voluntarily accept shares unless you believe the business is worth more over time. That is real skin in the game.

Another overlooked factor is the impact on the free float. Shares moving into director hands typically end up with stronger, longer-term holders rather than short-term traders, naturally tightening supply. In microcaps, a tighter float can lead to sharp moves once sentiment turns and it may not take much here. Progress from the strategic review, positive REE developments, improved fertiliser sales, or any corporate activity could quickly change the narrative.

It’s also worth asking: if management had little confidence, why not just take the cash? By increasing their exposure, they are effectively backing the company alongside shareholders. Insider alignment is often where recoveries begin. Nothing is risk-free, but director skin in the game is usually something the market rewards, not punishes.

DYOR but this looks very bullish to me.