Member Info for Nthoftheriver

See we’ve reached that AIM boredom threshold and a few peeps selling.
Will consider freeing some cash and top up tomorrow if still here or lower.

#HMI is planning to ramp up production of our organic #fertilizer, KP Fertil®, at our Arapuá Fertiliser Project in Brazil - following a phenomenal 1,000% uplift in orders since Jan ’22!

This is due to massive demand amid anticipated shortages worldwide.
#food #organic

https://twitter.com/harvestminerals/status/1521404741439442944?s=21&t=KBRAhbV6whw-SlybVCSQMw

*next few years…

Can’t say it’s not possible, but they already hold a good position plus the 10yr off take agreement means they aren’t doing badly.

If as is suggested Vermelho is separately financed. (JV or other). They might get involved in that or take over A1&2 with a spin out of Vermelho.

Lots of ways this could go. Just happy now to sit and wait. If we assume the commodity market is still to really wake to battery metal demands next fees will hopefully be very profitable which ever way we go. (Fun to speculate on options though).

Good luck all holders

Taken from Jambam on KAV BB on ADVFN.

In the 1970s, Falconbridge Exploration Inc. discovered three carbonatites about 30km north of Ditau, one of which is reported to have contained elevated grades of niobium. Carbonatites are the principal source of rare earth elements (REEs) including the much sought-after elements Neodymium (Nd) and Praseodymium (Pr), which are used in the manufacture of the new generation of electric vehicles (EVs), magnets and other high-tech applications.

Sounds very interesting, any others have a view.

Good luck all holders.

Thanks Tray556,

No geologist, so hopefully someone learned can shed some light here. Assume it’s positive or just a formality of procedure?

Thanks chique.

Haven’t been paying attention to HMI, any particular reason for the drop back past few days or just peeps moving onto next opportunity.

Morning all, nice start to the day.

Wonder if we will see a bit of resistance around the 1.7/1.8p due to the last raise price. Hopefully not too much thought.

Good luck all holders.

On a serious note, appreciate the share consolidation doesn’t change the material value of the biz. But the psychology of a higher SP may help in the future.

Well at least with the proposed share consolidation of 1:20 we will be closer to 50p. Lol

Annoying drop down today, good to see it recover back to the 9p region.
Would be great to get an April Gold pour update.

Last raise was at 1.75p. Nice positive start hopefully news will start to get out to a broader audience regarding the amazing portfolio potential here.

Jins, thanks for posting the link - nice listen and confident sounding CEO.
Decided to add further 200k. Don’t think I’ll be disappointed in a few months time.

Good luck all holders.

Wonde if we did get a bit of a leak.
Not complaining

Pleasant surprise to see the pop up this morning. Hopefully the SP can maintain 1.5p into the weekend.

Good luck all holders.

Paul will be on Market Musings Podcast on Monday.

https://twitter.com/marketmusing/status/1517171668925530112?s=21&t=5aOf2YWWRFaNYHvCPUGp7g

Sponge has put this together of the recent call.

https://youtu.be/pum8tU7e6C8

Think Wasa did a decent summary of the call. But here it is first hand.

Good luck all holders

Thanks mjb606,

Just went back over the presentation.
1. Base case for Araguia is 14K, payback is in 4yrs for phase 1
2. Spot market 23K, payback is in 2yrs for phase 1
3. Not sure what we should make of 30k+ Nickel price.

Does kind of suggest the figures by those Analysts might be a tad light. Granted if the war was to end tomorrow Nickel would more than likely drop back into the 20s, but if the shortfall for EVs and Stainless Steel is correct hard to see nickel not heading back up by the time we are operating Phase 1.

Also I’m not sure anything is really put in for Vermelho ie FS and/or JV announcement.

Rover, thinks it’s a long position- 131,162,359 shares