Member Info for BurtonD

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/

Due to in country buying patterns and global competition in the fertilizer market Harvest have had to an adjust down their sales target numbers. ITS NOT THE END OF THE WORLD.

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...

Brian answered this..

listen around 19 minutes in.

The cash is the cushion now. Pointless buying back shares then doing a raise? HMI are cash rich, and in this market thats a good move in my book!

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/

“…there seems no reason to suppose the clarification is anything other than another step in the long and winding process of securing approval for Phase I trials to begin…”

https://total-market-solutions.com/2023/06/hemogenyx-pharmaceuticals-plc-3/

Interview with CEO below ;

“…there are a number of groups that wish to purchase coking coal product from Lubu. We can sell to anyone and everyone…”

https://total-market-solutions.com/2023/06/contango-holdings-plc-june-2023/

“…Gravelotte was operational from 1929 to 2002 employing more than 400 sorters, it was reputed to be the largest emerald mine in the world during the 1960s. If the company can re-start production at Gravelotte as planned, then investors looking for natural resources opportunities may feel this is a small cap well worth watching this year…”

https://total-market-solutions.com/2023/06/ura-holdings-plc/

Interview below...

“…Everybody can see across almost every single commodity, a supply crunch and that supply crunch is imminent. It is becoming the king’s clothes. Everyone can see it, but the market isn’t reacting to it. We’re looking for nickel, copper, gold, zinc, platinum, and palladium. We’ve never been more confident with our own portfolio and we strongly believe that we’ve got discovery within there…”

https://total-market-solutions.com/2023/06/panther-metals-plc-june-2023/

Watch the video. the CEO can not be any clearer!! (Video Interview with Sarah Lowther 12m 2s in)

https://total-market-solutions.com/2023/05/seed-innovations-ltd-may-2023/

Why don't you just sell up and move on? Its obviously annoying you. life is to short for all this negativity. Take one stress out of your life and find another Company to invest in. You clearly dont like the Company so why put money in to something you don't like or fully understand?

Some excellent questions being sent to me. PLEASE keep them coning. Rather than moan and groan on here, lets be constructive. This is a real chance to get questions into the HMI BOD.

e-mail me on : david burton.tms@gmail.com

“…We’re the undisputed number one provider supporting NFTs in Mexico. This takes us to another level and offers us many new options. The Products we will create will be spectacular…”

https://total-market-solutions.com/2023/06/mobile-streams-plc-june-2023/

“…Keep the rig moving. Keep the crew hot and press on with the programme…”

https://total-market-solutions.com/2023/06/block-energy-plc-june-2023/

Its David...

But, i wouldn't send an invoice unless i expected it to be paid? Would you?

Although the small cap markets are, in general, on its knees, there seems far to much negativity around a company that :

- Has had 16,000+ t of sales orders received v anticipated 12,000

- Had sales invoiced and delivered for 3,560t

-On target 200,000 invoiced sales of KP Fertil (a 33% increase from 2022)

-Cashed up and producing

The "normalising" of buying patterns over the Ukraine Situation seems consistent within the industry.

So, PLEASE e-mail me ( david burton.tms@gmail.com ) and we will send questions to the Company and propose a Q+A style interview with Sarah Lowther in due course.