Member Info for profs

The next catalyst could be the outcome of the strategic review.

Bfd, Its common belief amongst shareholders and observers he wants to take it on the cheap, he can have it. 5p and its yours, loose change for this individual.

Have you seen where he lives. I remember mcmaster telling everyone in a interview, the investment in harvest minerals was long term.... where has it got shareholders in the long term apart from shareprice destruction. Junes sales will give an indication if things are improving, fertliser price increasing, gas price increase, shortage of fertilizer in the market.

Bfd, Every shareholder's complaint is that the board is paying themselves generously while shareholders suffer. I have many questions, but the company refuses to answer them. In previous years, they addressed investors questions, but now they have gone silent and are not engaging with shareholders. There is a market for KP Fertil, but the board's execution has been poor. They featured a man named Ricardo Barthelo in some YouTube videos, but it’s unclear if he’s a paying customer or a friend. He has links to a cooperative called Exopaccer.

Why hasn’t Harvest Minerals partnered with a coffee cooperative to use or sell KP Fertil? There are other cooperatives as well. I’m aware that Velosa Coffee, a prestigious brand, uses KP Fertil, so why not leverage those contacts to increase KP Fertil sales?

There are also cooperatives for soybeans, sugarcane, and other crops that could be targeted, but it appears Harvest Minerals is focusing on small-scale farm gate sales.

Following the strategic review announced in the RNS on March 17, they must have received inquiries about selling the KP Fertil business.

Its daylight robbery. No attempt whatsoever to promote the company.

final result due this week or monday.

In the RNS announcement dated march 17, BM stated that his objective is to maximize shareholder returns. However, subsequent actions, including diluting shareholders, make it difficult to discern his true strategy. Notably, neither he nor the board participated in the recent fundraising . In the june 16 RNS, he reiterated his goal to "maximize shareholder returns," yet his actions to date appear to contradict this aim. The funds raised do not cover BM’s and the board’s fees, and previous RNS statements mentioned the potential sale of one or two business divisions. It is clear the rare earth division is not being sold anytime soon, as further drilling is underway;

Maybe with the final result due, shareholders might get an update regarding fertilizer division.

Oversold! Buckle up.

While conducting research, I came across information about Fireing’s investment in LimeCo, initially brought to my attention through a post on X. In interviews, Fireing’s CEO stated that $100 million has been invested in the asset. However, I may have missed any mention that this amount is a loan recorded on LimeCo’s books. By increasing its ownership percentage, Fireing would also assume a portion of LimeCo’s debt. If Fireing raises its stake to 45%, it would be responsible for approximately $47 million of LimeCo’s debt.- is this correct?

A recent RNS statement states that Fireing is seeking a $7.5 million bank loan. I’m looking for revenue generation figures to better understand its financial position. There’s also talk of a potential fundraising.

I understand companies often need to raise capital, I’m cautious about investing above the anticipated raise price and would appreciate any insights on this.

Any corrections or additional information to the above would be greatly appreciated.

Thanks.

Brazil is a major importer of Iranian urea, with imports rising significantly in recent years.

All Egyptian urea plants have stopped production today because of a drop in natural gas flows from Israel, with suppliers withdrawing urea offers.

At least five Egyptian urea plants with a combined capacity of around 3.29mn t/yr stopped production on 17 May, following initial reductions a week earlier. Operating rates at the country's urea plants are estimated at 70-80pc of capacity since 9 June.

https://www.argusmedia.com/en/news-and-insights/latest-market-news/2698645-egyptian-urea-production-halted-on-israel-attacks

The ongoing U.S.-China trade war, coupled with rising fertilizer prices and global conflicts, is driving up oil prices. These factors are creating significant knock-on effects, disrupting global trade and increasing economic uncertainty worldwide.

Just a few buys.

Whos pumpin, found no mention of harvest on twitter or telgram chat.

Its only over when the greedy man sings

Some big buys going through

Made me chuckle. You forgot to add method of delivery, pigeon?

I meant to say end of june accounts.

Anyones guess if shareholders will get a update on rare earth project.

The following is still missing from novenber rns 2024.

Final results from phase 1 of the program, including SEM (scanning electron microscopy), are expected to be delivered by end of November.

Surley there would be legal repercussions from asx. cant be bad as aim.

next RNS is interim results and bm awarding himself a couple hundred million shares in lieu of payment because there is no money left. I think hes gone quiet because I recall someone tried to rip him a new one in a investor q&a podcast.

RNS from pvw resources dated 15 may, states

"Expanding exploration across new target areas in minas gerais and bahia".

Gavin beers is a good addition to pvw.

Possible update this week or month.

PVW Resources has A$646,000 in cash reserves, its latest RNS (30 april) does not mention further drilling at Harvests Rare Earth Project.

Harvest Minerals sale campaign ended April 20. With Brazil in for a bumper harvest, we should have seen an update. News pending on the rare earth side of the business.

China imposes sweeping 34% tariffs on all U.S. importsBlocks U.S. agricultural exports, with soybean trade hardest hitBrazil emerges as clear winner

BEIJING/SINGAPORE, April 4 (Reuters) - China's retaliation on Friday against new U.S. tariffs is poised to accelerate Beijing's move towards alternative suppliers for agriculture goods including Brazil, a shift that began during the trade war of President Donald Trump's first term.

Beijing unveiled a slew of countermeasures, including additional duties of 34% on all U.S. goods, which are on top of the 10-15% tariffs placed on roughly $21 billion worth of agricultural trade in early March.

It is like shutting down all U.S. agricultural imports. We are not sure if any imports will be viable with 34% duty," said a Singapore-based trader at an international trading company which sells grains and oilseeds to China.

"The main impact will be on products like soybeans and sorghum. It is not going to be so much on wheat and corn as China has not been buying much of wheat and corn from the U.S. this year anyway," the trader added.

A European grains trader said that the European Union, which has also vowed to retaliate, was also likely to put tariffs on U.S. soybeans.

"It's all about soybeans. A major concern is if there is no agreement before the new crop for U.S. soy," the trader said.

The March levies have accelerated a pivot away from U.S. soybean imports and shifted demand to Brazil, where a bumper harvest puts it on track to deliver a record-breaking second-quarter import surge for China.

"Brazil will be by far the main beneficiary, the biggest supplier that can replace U.S. soybeans to China. But others could benefit too, including Argentina and Paraguay. On wheat Australia and Argentina should benefit," said Carlos Mera, head of Agricultural Market Reasearch at Rabobank.

https://www.reuters.com/markets/commodities/china-retaliation-us-farm-goods-hits-soybeans-bolstering-brazil-2025-04-04/

Harvest Minerals needs to release news soon, as their £175k cash runway is set to run dry. In an RNS from 2024, Brian Mc stated they will look to complete a transaction with pvw resources. With time ticking, selling the rare earths division could be a good move—ideally to two ASX-listed companies for a mix of cash and shares. This would bring in immediate funds to keep operations going while securing a stake in future growth. The clock’s running, and a deal like this could be their best shot at stability.

Not all doom n gloom as the RNS makes it out to be.

According to Eduardo Monteiro, country manager at The Mosaic Company in Brazil, the market outlook for 2025 is very good. “This is because we are entering a period of record harvest, estimated at around 170 million tonnes of grains. It’s a mathematical equation: when you remove the grain, which contains nutrients, you need to replace these nutrients in the soil. The expectation, in terms of volume, is that the numbers for 2025 will exceed those of 2024, with a surplus of 48 to 49 million tonnes. It will be a sensational year in regard to demand”, says Monteiro. (The Mosaic Company) https://agribrasilis.com/2025/03/11/fertilizer-prices-brazil/