Member Info for jcookec

Who is the biggest share holder?

Also nice to see that the Comex and LME copper stocks both falling.

https://m.economictimes.com/small-biz/trade/exports/insights/fertilizer-usage-is-being-pummeled-by-europes-energy-crisis/articleshow/93628625.cms

Nice to see copper going back up.

Just reading through Atalaya mining H1 results last night, copper grade of 0.38 percent, H1 profit 14.7 million euros when the copper price was high. Now they must by at break even or at a loss with copper price so low.

Looks like a large sell went through at 1.30 for over 2 million shares, should move back up now.

With the price of diesel you'd of thought these low grade 0.5 percent copper mines would be slowing down or closing. Thank god we have high grade and gold in the mix to weather the storm.

Has there been any update on how the small paper bags have been selling? Should of asked the question in the investors presentation.

Interesting link for YP yesterday on the the other board showing 10 out of 14 lorry loads was KP Fertil in the last 24 hours. Also looks good that some farmers are prepared to truck it up to 1600km.
hTTps://www.fretebras.com.br/fretes/carga-de-carmo-do-paranaiba-mg/

If they hit 7000 this year, 10000 next year should be achievable.
I would really like to see the ore sorter on order to get production costs down.

We'll know a lot more with the Q2 and financial update.
Not 100% sure what we need to scale up to 400 ktons, I guess another shed and crusher which we should be able to get finance for.
Would of thought we'd be getting between 70-80 dollars per ton now so very easy to grow organically.

If we can produce close to 600 tons for May, we should be back in the early 30s next week.

Really wish they would stay off twitter, surely a 33 percent ramp up in production isn't enough.

Is it possible to hit the original 150 k tons target by Q2, with the main selling season still to play out?

Interesting video on food and fertilizer shortages.
https://www.youtube.com/watch?v=mw4bghDTt8s&t=7s

Are we due April numbers in May or will the next sales update be end of Q2?

I of thought with the resent rise in potash prices, by 2023 we should be selling for at least 80 dollars per ton.

You must be at 1 percent by now?

https://www.**********.co.uk/articles/traders-cafe-with-zak-mir-bulletin-board-heroes-march-25-c50aaf0
Harvest 5.50 in.

Good interview, Brain sums it up well from 12.10 minutes on.

I'm surprised it hasn't gone a lot higher.