focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
TMS still help MOS. We are currently waiting for Company sign off on a NEW feature article piece. MOS wasn’t included in the “15 to follow” feature as this was more an inflationary piece specific to Oil/mining. I can’t name company every look after it looks daft! Plus, the write up on MOS would have been part of the bigger article waiting for sign off. That help?
Video interview below ;
“…One of the reasons that Lexington has a strong following is that shareholders know that we unlock value by putting the money into the ground. We are not a lifestyle company. Every single cent is turned over three times and we make it work for us…”
https://total-market-solutions.com/2023/07/lexington-gold-ltd-july-2023/
“…What we have found has huge potential, not only in terms of the biggest thing on the planet. The scale is hard to imagine. It’s like taking Mount Everest and inverting it…”
https://total-market-solutions.com/2023/07/empire-metals-ltd-july-2023/
VIDEO INTERVIEW (link below)
“…The BAM gold project is the focus for Landore Resources’ new CEO and selling non core assets is key…”
https://total-market-solutions.com/2023/07/landore-resources-ltd-july-2023/
“…The company is ‘looking closely at two possible rig availabilities’, one in this third quarter, the other in the fourth….”
https://total-market-solutions.com/2023/07/tower-resources-plc-2/
“…Prospective investors should look out for the next major stage in the company’s journey, the completion of Phase I trials in Q3…”
https://total-market-solutions.com/2023/07/oxford-cannabinoid-technologies-holdings-plc-2/
Interview with #POLB CEO
“…Nobody else has this data. Nobody else has this challenge data to analyze…”
https://total-market-solutions.com/2023/07/poolbeg-pharma-plc-july-2023/
Interview with #HVO CEO ;
“…through a process of elimination it’s not too difficult to guess who the client is for hVIVO and how much the paid upfront contract is worth…”
https://total-market-solutions.com/2023/07/hvivo-plc-july-2023/
“…The diamonds are on their way…” (INTERVIEW)
https://total-market-solutions.com/2023/07/vast-resources-plc-july-2023/
...a year later we are 3p!! We are probably somewhere in the middle price wide. 3p is the WRONG price and a reflection of broader issues on small cap markets. "retail" are fickle. Its a love/hate/love/hate relationship.
New shareholders in at this level (to which there are many new ones judging by the messages i have had who can not believe the price today) will think HMI are fantastic when they are double the price...
Forget the "target" sales and look at the cash! So number been revised down? They are not the only Company to trim sales numbers in the current economic climate. Look at most sales driven Companies in the FTSE100 for starters!
Farmers in Brazil also getting help to buy ORGANIC fertilisers remember (link below)
https://www.soybeansandcorn.com/articles/9643/?page=1&
https://www.thisismoney.co.uk/money/investing/article-10997695/MIDA-S-SHARE-TIPS-UPDATE-Harvest-Minerals-set-growth-spurt.html
Yes...agreed.
A profit was made. The numbers are the numbers. In 2019 the target for the year was 27,000t and shares were around 15p! So they have achieved 27,000 in H1 2023 and the shares trade at 3p! Something not quite right...
Of course numbers are lower than the previous year. Last year was a "freak" year.
The "Ukraine situation" sent fertiliser prices into orbit in a freak year for the fertiliser industry. Of course more sales were made ( If they hadn't been made THAT would have been a worry!)
They were never going to sell as much this year as last. If they lowered numbers at start of year, they would have been accused of being unambitious? Cant have a "profits warning" before you even start! So the Company "had a go".
The actual Interim results read well (if anyone reads them!) with a maiden profit announced.
Also, BIG point this, historically expectation is that approximately 80% of sales are seasonally placed in the SECOND half of the year.
BUT look at the last 4 years, the sales trend is up.
2019 had a 27,000t target, 2020 54,000t target, 2021 85,000t target, 2022 150,000t target.
So in 2023 HMI set out a ambitious 200,000 t target, and revised to a 120,000t target. Hardly the end of the world!
NAV is around this level.
Company made an interim profit.
Shareprice matches rest of the small cap markets.
Around 3p, Buy a few and tuck em away.
If Harvest want the rainbow, they gotta put up with the rain...
“…If there’s a bright light potentially at the end of the tunnel, it is that traditionally Q3 and the start of Q4 are our busier periods. 80 percent of sales are seasonally placed in the second half of the year. When the market changes and the tide changes yet again, we will be there to pick it up and ride the wave. Harvest Minerals is confident it’s still on track…”
https://total-market-solutions.com/2023/06/harvest-minerals-ltd-june-2023/