Member Info for profs

I dont think he gives a toss about shareholders

Spot light on rare earth minerals and brian cant even get out phase 1 result which were due in november 2024.

there is growing interest by producers to use reminerlizer products in brazil.

Brazil has classified REEs as strategic minerals as part of its 2030 National Mining Plan.

Brazil is offering about $815 million in financing for projects aimed at boosting development of strategic minerals within the South American nation.

BNDES and government funding agency Finep, earmarked 5 billion reais in financial backing for companies, including credit lines and equity investments. 

https://www.mining.com/web/brazil-offers-815-million-to-back-strategic-minerals-projects/

Tariffs

Harvest Minerals could be wellplaced to benefit from tariffs imposed on canada, mexico and china.

fertilizer prices remain high because of global supply issues and tariffs.

"Corn farmers are worried about U.S. tariffs and retaliatory duties disrupting trade with Mexico, their top export customer for corn."

" The U.S. relies on imports for over 90% of its annual potash fertilizer demand, primarily from Canada".

China and mexico will most likely turn to brazil for corn.

coffee prices have increased.

The company has the potential to generate revenue from 2 commodities.

it could be a good year for harvest minerals if bm actually puts in a shift.

Not even a operational update.

very poor from Brian Mc. in the half year report harvest sold 17,007 tonnes up to june, and from our informative poster (smalleyus) we get around 29k tonnes end of september.

how much has been invoiced and whats happening with the REE side. I had hoped for some kind of jv so further limted funds wont be spent.

smalleyus is the one who got the most flak but he called it.

I hope he/she made a lot of money.

Soybean planting season to begin this october coincideing with rains. Minas gerais starts planting october along with neighboring states such as mato grosso, Goias, Tocantins, Bahia. news due in october relating to REE per RNS 16 September 2024

" Results to date have been favourable (see RNS dated 10 April 2024), with the next batch due in October 2024. The data from these results will inform the next stages of the TCA and the potential for the parties to negotiate a transaction to unlock the Project's REE potential for mutual benefit".

yesterdays Rns

"The REE potential at Arapuá is looking promising, albeit we are at an early stage in the exploration programme".

Rns was released at 7am and i saw it at 7.55 am on lse. Now the option to view rns on lse is missing.

Much appreciated

Smallyeus if ur still around can u post Sales CFEM/revenue for June, july.

Yeah , Q2 sales update next week.

I think its a combination of factors. The company is heading into a busy period, 2nd half of the year is when farmers place orders. Harvest minerals attended an event recently and are currently attending another event.

In a video uploaded to insta 2 individuals connected to velosa coffee were tagged. 1 of them follows harvests insta page,could mean something or could mean nothing.

Harvest is attending coffee growers association carmo region tommorow (16 may ). Their insta page has 1,058 followers.

Harvest have now extended the sales campaign till end of may 31, should get another rns soon

Floods in brazil impacts import of fertilizer and export of commodities.

Rio Grande do Sul has been virtually cut off from the rest of Brazil with roads flooded and ports affected.

The following news brief is dated 14/07/2022

The main fertilizer receiving terminals in Brazil are in the South region, in the states of Rio Grande do Sul and Paraná; in the Southeast, in the state of São Paulo; and in the North and Northeast of the country, on the axis called Arco Norte, an important logistical corridor for agricultural commodities for the international market.

The ports of Paranaguá, São Francisco do Sul and Rio Grande, in the South region, Santos, in São Paulo (Southeast), and Itaqui, in Maranhão (Arco Norte) were responsible for 88% of the total volume of fertilizer imports. The Port of Santos, the largest port complex in Latin America, handled 10.1 million tons in 2021 against and 6.6 million in 2020, up 53%, according to Conab data. The main destination for the cargo is the Midwest region, the largest grain producing area in Brazil.

An important fertilizer destination in the southern region of Brazil, the Port of Rio Grande in the state of Rio Grande do Sul, the second largest importer of the product in Brazil, behind of only Mato Grosso. The port has been promoting the import of fertilizers via containers, with good results.

link below to article.

bodes well for fertilizer and commodity prices.

https://www.wilsonsons.com.br/en/blog/fertilizers-import/

Retail would take 6-8p, not sure BM would.

Harvest is a decent company with decent assets just not run by decent people. Harvest is clearly undervalued.

wonder why no one has made a move.

I don't think we will see 1.50 or 0.7 unless there's bad news on the horizon.

HMI focus seems to be on actually getting paid now and as a previous commentator stated invoice is as close as your going to get.

yesterdays minor rise was due to the sales campaign ending today. Nearly 90k views on instagram kp fertil sales ad video and comments below the video suggest it has been a success.

update soon detailing sales order received and how much has been converted to invoice.

GLA.

MM upto their usual shenanigans.

Kp fertil Sales ad for april only, viewed 20k times in 4 days.

Might be a rns start of may or mid may detailing more information. There is reasons to be optimistic regarding the company.

It looks like syngenta acquired Agro Cerrado in may 2023.

460k is loose change for syngenta, alternative would be to have its accounts frozen.

it also appears agro cerrado didn't file a second apeal to the lower courts decision.

https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.klalaw.com.br/wp-content/uploads/2022/05/Recovery-of-Trade-Debts-in-Brazil.pdf&ved=2ahUKEwj-hNLdwryFAxUEWUEAHfMpAXsQFnoECBIQBg&usg=AOvVaw2UFbPa2BYwyVED8GDPPGiZ

Any ideas when Agrocerrado will pay.

Feb 2023 rns states courts rejected Agrocerrado defence and ruled in HMI favour again so moved to debt enforcement stage?

Possible leak?

News due on several fronts.