Member Info for formerlyeasyp

https://www.reuters.com/markets/commodities/goldman-sachs-expects-commodities-supercycle-2023-03-21/
https://www.ifpri.org/blog/how-sanctions-russia-and-belarus-are-impacting-exports-agricultural-products-and-fertilizer
https://gulfnews.com/opinion/op-eds/brics-the-rise-of-a-new-global-superpower-1.94970042
Yes governance and corruption always a concern when investing in Brazil but broadly speaking HMI sp should do well over 2023 and beyond because of sanctions against Russia and the need to grow more food.

Fortune favours the brave imo.
Those that bought in or added a few months ago must be 30% up with more to come?

Alford East looks interesting but it seems THR has a past reputation for over promising?

Good news, later in 2023 the business should be making real progress towards production and Sweden not out of contention either. One for the patient punter?

Impressed, placed a fill or kill with HL at 28p a share and hope to be back on board by 0830.

Cautiously purchased a 1000 shares via HL to see if the dividends are generous and forthcoming.
Markets clearly unimpressed by RNS and shorters having fun?

Simples, I sold out here ages ago but now from the outside looking in this RNS is "good" news. Maybe less so for LTH?

I am cautiously optimistic hence invested a modest stake as I believe on shore UK gas will be highly valued in 9 months time. Europe had a very lucky escape this winter, I am not sure the next will be so kind and even less gas may be arriving from Russia by then. The alternatives are v expensive LNG shipments.

A good day indeed, I am pleased by the recent news ref the kaolin as well as the rare earth surprise because they are bonus materials that will contribute to the profitability of the site. I bought here as a gold and copper play, the uranium, rare earth and kaolin are interesting and possibly quite profitable sidelines.

A bit confused by the RNS, not sure if Goldman Sachs has sold shares or purchased?
Need another brew to make sense of it perhaps?

Enjoyed reading that section too! A good start, we now need to see some assay results from the drilling prog. I would assume that is about 6 month time, maybe less?

Not too far from a city, not too deep, abundant rare earth elements, kaolin plus a bit of copper!
Happy Days!

Hi P1D old age, ineptitude and a change of email address resulted in the new account and name tag!
I am inclined to throw some serious money at Cameco/CCJ because they are a significant producer of uranium and jointly own Westinghouse so they also have a processing side to the business. THR, I got carried away by one of the RNS and dabbled foolishly.

ESG window dressing imo.....show us the silver!
Hoping for production stats later this year.

But no Uranium as yet?
Would prefer to see good news about Copper prospects,,,,Vanadium...Meh!

France is under pressure to back future European Union sanctions on Russia’s nuclear industry as Germany joined a growing coalition advocating to hit the sector with punitive measures.

Poland, Estonia, Latvia and Lithuania are already pushing Ukrainian plans to step up Russian energy sanctions to exert further pressure on Vladimir Putin.

The EU has been phasing out imports of Russian oil, gas and coal, but the country’s nuclear industry remains largely untouched.

While Hungary has vocally opposed such sanctions, as it is building a new nuclear reactor financed by a Russian loan, France has remained a far stealthier opponent to the plan.

I took a look at HMI on the FT and reluctantly averaged down because the financials look OK as do the production figures. The FT forecast was.....
"The one analyst offering a 12 month price target expects Harvest Minerals Ltd share price to rise to 34.34 in the next year from the last price of 6.50."

They might be wrong but what if they are on the money give or take?

For those of you with access check out ANGS on the FT portfolio.
The one analyst covering ANGS clearly thinks more of the company than many small investors.

A very good start to the week!

Well it is a start but the markets will want to see assay results before any sp re rate occurs.
Happy to wait and see.