Member Info for JohnHenry

Baz what figure are u using for Fixed cost to obtain your Net Profit.

Listening to Mark Hayho he appeared to include fixed cost in the $10 p/tonne

Obviously as they employ more people etc the fixed cost will go up slightly.

Why would you value HMI on a PE of 10 against a sector average of 26.75 when HMI will actually be growing faster than the average.

Look forward to your answer Baz ???

If you read the sales RNSs you will conclude that deliveries are in the 2nd half of the year.

https://www.voxmarkets.co.uk/articles/Ncondezi-Energy-Harvest-Minerals-John-Meyer-Chris-Bailey-0079203

BM also doing possible interviews Investor Conference towards the end of the month.

My thoughts to Gumbo possible Veloso contract.

Import costs of fertilizers in Brazil will increase with these tariffs putting upward pressure on prices. #HMI costs for locally produced Kpfertil will remain unaffected at around $7/ton. Current 90m ton sales booked are at around $60/ton.

https://www.nasdaq.com/article/brazils-lower-house-approves-decree-setting-minimum-freight-prices-20180711-01023/amp?__twitter_impression=true

I had guessed that you was one of the seller Brooko19 having admitted to selling a slice of your holding. You went quite and the constant daily selling continued. Would appear a couple of large Private holders have completed their selling.
Hopefully a Bottom is in place.

Good luck with your investing Brooko19 ATB

Try reading the RNSs you’ll have your answer. God help us peeps on here who can’t even read lol

BOPD how can anyone take your comments seriously after that load of verbal deramping garbage. Try listening to the recent interviews and reading all the RNSs Filtered

SP is back to levels of Nov 2017. Strip out Placing and cash and we have 100K sales, MAPA certification, Two excellent Joint ventures, 320K PA commissioned plant completely discounted and ignored by investors.

Take a look @ OPTI these past few weeks. Good RNSs but simply no movement then suddenly out of the blue, boom.

Debenhams LOL retail /private

Comcas, Investors sell for many many reasons. Holder may be from 4-7p days, Tax, divorce etc etc etc

Commas the only reason HMI is not trading in the thirties and rerating is that there are large sellers in the market.

They have been in and out of the market for weeks.

Imho i believe this selling is coming to an End.

Im pretty sure one of the sellers has been is a large retail holder.

Not a problem for HMI as the further the Real devalues the more imported Fertilisers etc goes up in price, hence more demand for Products within Brazil and KPFertil

BOPD you latest post makes no sense at all.

Basic currency logic, if your local currency devalues, the cost of buying goods and services becomes more expensive but your exports selling goods become cheaper and more competitive.

Producing its own Fertiliser would be a massive advantage to Brazilian crop growers.

Comas why dont you phone the company and ask your question, i think you worrying over nothing, look @ the fundamentals and the expanding profits growth.

Comas, HMI will be hugely profitable even if they slashed their sale price in half.

I think a lot on here simply dont understand the margins, 88%

Comas i dont have a short term price targets as im a LTH.

However i do expect another sales contract to be announced this summer. will it have any influence on the share price

no idea, however i do expect the SP to be higher, by the end of 2018