Member Info for gotabesirius

What are you on about? That's 2021. Apply a new pricing regime and about a 100/120% increase in sales and you see a significant jump in revenue for 2022! Achieved price for 2021 was much higher than I'd expected. We could easily be selling for US$80-$100 per tonne this year!!

Don't think 150k shares will have impact... obviously a seller spoiling things

Any changes to VAT have more than likely been shelved until at least after the elections in September

Thanks. Are LOG not in administration? Is this not a concern? Thanks

And another 4 just logged. Note the distance they are shipping. The target market was within a 300km radius of the mine but looks like they are selling much further afield. All looking good. 120k tonnes orders for H1?

Who is the company's largest shareholder? Thanks

Was priced in, hence drop. Fact it's now being reviewed is actually a positive

It's pretty clear to be fair if you are following the story......

interview inbound so you'll get your answers

Bagged fertiliser in the UK is about double the price of bulk.

At $12 per bag you can assume there's at least a 100% mark up so perhaps HMI sell it at around $6 per bag wholesale. Then half the price again for bulk.....so $3 x 40 equals $120 per tonne.

Currently high concentrate NPK fert is trading around the $1000 per tonne mark....and given KP Fertil has around 10% the concentration of NPK you can assume a price of around $100 per tonne currently bulk for KP fertil imho.

Great post

Glencore don't seem too concerned....

Will likely follow them back up today imho.

Looking good!!

Foreign exchange translation has been a headwind for the Group
in 2021, caused largely by GBP appreciation against the USD, with
approximately 60% of Group revenues and approximately 40%
of costs in USD, resulting in a currency mismatch. The average
GBP:USD rate strengthened 7% year on year, while the period
end rate weakened by 1%.

Why is cash tight? They have free carries

£1300 per tonne is for 32% nitrogen.....but you get the picture

Great post

Harvest minerals HMI

Hence share price fall. Strong outlook is what needs to be considered!