Member Info for borrowfundsfrommummy

Took a punt too osd missed the cheap ones Friday but could be an interesting play or a gamble …

Seems a shrewd move to get the shares dirt cheap however nothing changed unless he is looking here as a shell or acquisition of some type.

Not going to lose a lot if it folds I suppose but interesting to see if anymore holdings appear as then something definitely up

Miri interesting.. release an RNS last week saying lights out more or less then on Friday late doors Geo boss buys 6% for peanuts … not sure how it’s going to react after that but it done 400% last thing Friday .. missed it of course

Panman,

Yes the last sales report was not good however the Straights were not closed then. Considering 40% of Brazils fertiliser is imported then I feel that KP Fertil sales will increase due to being home manufactured in Brazil…

How many ships have been allowed passage now in the last two months and seems Iran allows one thing then the US says no to that and vice versa

The struggle is just beginning to start having effects on food producers, airlines , energy companies etc

That’s why I see a growth here with demand .. in a rare global incident not any other reason

Https://www.bbc.co.uk/news/articles/cr41yel6v4eo

About flights cancelled

Yes, a severe global fertilizer shortage is unfolding in April 2026, driven by conflict in the Middle East restricting shipping through the Strait of Hormuz. This crisis is causing sharp price spikes for key nutrients like nitrogen (urea) and potash, impacting the spring planting season, particularly for developing nations, though some areas like Europe currently report adequate availability.

IFPRI

IFPRI

+4

Key Details on the 2026 Fertilizer Shortage:

The Cause: The Iran conflict has disrupted, at times by over 95%, the shipping of fertilizer and its raw materials (natural gas/LNG) from the Persian Gulf. Roughly 30% of global urea and 20% of ammonia exports pass through this area.

Price Shock: Nitrogen-based fertilizer prices (urea) have soared, with benchmark prices increasing by over 60% since early February 2026, exceeding $700 per ton, according to the CRU Group.

Impacted Regions: Developing countries in Africa and South Asia are most vulnerable to supply disruptions. The U.S. reported being roughly 25% short of expected supplies for spring planting.

Production Shutdowns: Fertilizer plants in the Middle East and surrounding areas have begun shutting down due to the inability to ship products, reducing the overall global supply, according to CNBC.

Long-term Outlook: The situation is expected to cause lower crop yields and higher food prices globally, with the crisis potentially lasting until shipping routes stabilize, according to PBS NewsHour.

Yes, a severe global fertilizer shortage is unfolding in April 2026, driven by conflict in the Middle East restricting shipping through the Strait of Hormuz. This crisis is causing sharp price spikes for key nutrients like nitrogen (urea) and potash, impacting the spring planting season, particularly for developing nations, though some areas like Europe currently report adequate availability.

IFPRI

IFPRI

+4

Key Details on the 2026 Fertilizer Shortage:

The Cause: The Iran conflict has disrupted, at times by over 95%, the shipping of fertilizer and its raw materials (natural gas/LNG) from the Persian Gulf. Roughly 30% of global urea and 20% of ammonia exports pass through this area.

Price Shock: Nitrogen-based fertilizer prices (urea) have soared, with benchmark prices increasing by over 60% since early February 2026, exceeding $700 per ton, according to the CRU Group.

Impacted Regions: Developing countries in Africa and South Asia are most vulnerable to supply disruptions. The U.S. reported being roughly 25% short of expected supplies for spring planting.

Production Shutdowns: Fertilizer plants in the Middle East and surrounding areas have begun shutting down due to the inability to ship products, reducing the overall global supply, according to CNBC.

Long-term Outlook: The situation is expected to cause lower crop yields and higher food prices globally, with the crisis potentially lasting until shipping routes stabilize, according to PBS NewsHour.

The only other fertiliser company I’m aware of is HMI where they produce a fertiliser enhancement in Brazil . They also have some rare earths but no one could confirm the status of where they are with that .. I don’t think the board is great there however they do have the fertiliser side

Article on my feed saying some UK flights beginning to get cancelled due to fuel shortage

Someone clearly not being honest on how bad situation possibly is .. if majority of UK aviation fuel comes from the straights then clearly in the Poop

Now Trump saying Spain out of NATO and uk has no right to falklands … funny as does he have to right on venuzula or iran

Yep Aeg finally beginning to deliver .. the elephant in the room is still the Middle East situation though .. but that can be said for many sectors I suppose

Cannot get £10 on Halifax … seems to be ready to move all of a sudden .. an update on emerald mining very overdue now

Gemr gone nt to buy on £10’worth .. maybe finally going to get some news there as been exceptionally quiet on the emerald mining front

If brewer is stepping down then think things will start to progress here .. taken a few to see how it goes

Neo board changes .. Jason brewer stepping down .. that one should move now if that’s the case ..

Some decent buying today after some hefty selling yesterday .. will see if any news comes out from AGM next month .. I see they were looking for share payments so to me something likely to happen on the RTO front

The MMs enjoy mugging people off here . There was also around 60 million sold off in 20 million chunks recently so one of the holders is out .. from the background of the new directors I’m leading towards mining as the RTO although Salvocean for me still a possibility.

If the company was going to fold then it would of done during suspension

It does also move rapidly in both directions as shares in issue is not huge .

The only decent thing is no staff are being paid which considering no cash is a good thing

Main market listing as a shell entity too

This bit

The Board is now seeking to pass a resolution approval for the extension of the time period for completion of an Initial Transaction by 12 months from 29 July 2026 to 29 July 2027.

So if passed then more time to get things done …

Things beginning to look at lot more interesting now… clearly something in the background

Reid pumped £100000 into this to keep it afloat and debts deferred until September.. yes they have no money but that’s not changed since it came back from suspension.

The two board appointments this year though are very interesting as why do that if your folding ..

I would expect an RTO to come by September

Amala (dish) board appointment.. could it be saved at last .. RTO perhaps after all

Nothing like leaving things to the last few months … very interesting appointments and looking more likely that a RTO will happen