Member Info for bopd

Yep hats off to Tom......i sent him GBP 500.00........................i trust you contributed

Mad Max backdrop is quite an accurate description of many parts of the country but the natural areas are like paradise

Yes i saw the video of 29th March but a lot has changed since then
At that time we had no restrictions whatsoever and the President was actively encouraging everybody to carry on as usual
Its a totally different scenario now with many individual governors enforcing lockdowns....thats why i asked specifically what the situation with the mine and logistics are today.
Its widely understood that the seriousness of the infection in Brasil is grossly understated by as much as ten fold
They have a long haul before things even return to anything like normality

I find it strange that the virus effect is not addressed here
Our farm is in Parana state which i understand does not have so strict lockdown rules as those that exist in Minas Gerais
The only outside parties allowed on our farms are animal food suppliers which is obviously considered essential
I would like to know the situation regarding the movement remineralising products ? Can they move ? If they can are they permitted to enter other farms or establishments ? Is the mine still operating ?
Will there be any impact on sales?

https://www.businesswire.com/news/home/20200414005695/en/Nutrien-Announces-Agreement-Purchase-Brazilian-Ag-Retailer

https://www.agriculture.com/markets/newswire/update-2-brazil-farm-towns-coronavirus-lockdown-could-affect-bunge-cofco

How will it effect HMI sales team's ability to do their job if the lockdown is expended. Our farm in Parana state is closed to outside parties
See:
reuters.com/article/us-health-caronavirus-rondonopolis-lockd-idUSKBN21A2WU

if youcompare 2019 the 3 largest monthly sales figures as declared to the government have been in
August 4411 tonnes
Sept 5035 tonne
October 3899 tonne

Something strange just happened!!!
my last post seems to have been REMOVED .I asked:
When is the next Q+A.......Can we ask questions about the sales figures submitted to the government for CFEM (mining royalties)purposes

when is the next Q+ A session
How do i go about raising a question concerning sales figures reported for CFEM (mining royalty taxes)

go to
sei.anm.gov.br/sei/modulos/pesquisa
The process No is: 8312752010
Doc No. is: 0855372

You could of course ask Burton,John or Swingy to address the situation direct to HMI in order to clarify the RNS

The figures i quoted which appear on the government website and was the data provided for CFEM which stands for Compensation for Mineral Exploration (mining royalty taxes) purposes.
I gave you the exact figures declared for the 12 month period 1st Nov 2018 to 30 October 2019 which totalled 24519 tonnes

incidentally on a seasonal note for the 7 month period from nov2018 thru May 2019 reported sales only totalled 4803 tonnes whereas Sept alone was 5035 tonnes

Certainly not John,in fact quite the opposite ,i am just sharing information that i find relevant to my own investment decisions which other parties may find of interest

Certainly everyone should do their own research but if you cannot be bothered to look at the official government website thats up to you .

My search revealed the following:
A breakdown of the CFEM extract for Trifuno on the government website anm.gov.br (Agencia Nacional de Mineracao) indicated that for the 12 month period from November 2018 through October 2019 :

Total tonnage sold 24519 for a Value of R$4659240.18
This represents an average price of R$ 190.00 per tonne or US$48.22 based on an average exchange rate for the year of 3.94

I trust this saves you some effort but you really should DOYR

For whatever reason the government stats, the reliability of which i am unsure, do not substantiate sales of 50kt in the 12 months upto end October 2019 but indicate half that figure. You can check this on anm.gov.br

Before i question your 50kt figure please clarify exactly what you mean by last year
is that 2019 ? or is it the last 12 months ending when?
there is some in country info that can possibly verify or dispel that figure

Incidentally Heyhoe has made numerous statements over the years and not all have proved correct

Hi, thanks for your reply however i would question the impartiality.In the last para you say "we". Can you tell me your association with the company?
You seem to rely on statements made by the company and Q+A's . Is there any proof that they sold 50ktonnes in the last 12 months. Could we see a detailed monthly breakdown ? This could install confidence and let us understand the sales seasonal cycle
In your Para 5 you state "the company is clear they are on the right path" ....i recall the same statement about 18 months ago
The futures market suggest R$6 to the US$

Big. Bite, I do not believe $50 per tonne has ever been the average but was a number thrown out when it was first launched
For example i was quoted R$225.00 per tonne on 22 May 2018 which at the time was equivalent to US$64,91 and therefore considered non competitive.
So increased Real price good if supported by sales but often making it too expensive.
This is one reason i asked why the price could not be reduced in the short term to capture market share when the margins are supposedly so large

Ï have addressed the currency conumdrum several times before but still cant get my head around whether this is good or bad for the company.
For example all comments on this discussion board refer to the sales price of US$50 .00 per tonne
When this figure was first mentioned that would have represented approx R$160.00 per tonne however today that would be R$260.00 per tonne....i am sure all will agree that is a considerable difference.
Does anyone know if HMI sales price is fixed at that opening figure which would only be US$31.00 at todays rate or do they vary it
To further to confuse appraising the situation the company is Australian but quoted in London so there are 4 currencies to figure in the mix
Anyone any insight please

Just had a thought
Every cloud has a silver lining
Maybe the problems of shipping and importing fertilizer might give a boost to local sourced material

namnam, i couldn't agree more but unfortunately the people had a hard choice at the last election ,either this idiot (who did not appear quite so extreme at the time) or the totally corrupt workers party (PT) who are more aligned to Manduro and Castro who would destroy the economy . As a Brit i wasn't eligible to vote but my manager (yes Comcas) a Brasilian was totally torn and in the end effectively abstained.
If this pandemic does not end soon it will seriously impact the agriculture industry as some crops spoil and others stored thus creating a surplus

Pot calling the kettle black.....me thinks