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I asked on a Brian McMasters interview that given Harvest was now growing and profitable, what was Managements 3, 5 & 10 yr strategy for Harvest...They ducked it & crickets...Let's hope they've donned their thinking caps given whats happened since then.

Think it will finally get some attention now;)

No reason why we are still below prior placing price already let alone after this 1000% increase in sales & orders…

…only cherry on top I can possibly think of would be if kreature & ysbs353fg are deeply short! These two have been a scourge & have criminally scared many would be investors away from this rocket ship. Lol

Agree - fixing prices now for a year seems completely out of touch with wider market conditions and rapidly rising fertiliser costs (that if you can even get hold of it given the massive supply disruptions occuring almost everywhere now!).

Harvest should be reviewing prices every quarter as a healthy compromise, this would still encourage farmer uptake but not take the p*ss with overly generous pricing.

ALSO agree with another post below, Harvest should really be reporting sales every month now its established itself as an operating concern...

Momemntum Trap:
With a StockRank of 40, Harvest Minerals is in the bottom 40% of the 7,796 stocks we cover in Europe, according to our proprietary ranking system.

THANKS SWINGY - good set of questions there collectively.

Really good points Manicminer22 - I too think the Harvest management are deliberately slowing the rate of potential sales growth -- as we both say Verde are doing much better at capturing the wider market growth rate...In reality Harvests markets are booming and its competitors in fertiliser markets prices are rocketing which means Harvest should be growing far faster than the current leisurely pace the management are padding themselves into...

Yes that's right Chique - but its like KP in that its Organic & also a lava rock base I think...Maybe this is why Harvest are following them by buying new limestone mine resources etc too?

Nice set of questions so far - here's an oldie that wasn't answered by management in the past:

(1) We recently gave up what were stated as very promising properties in Sergipe and Capela licences to focus on Arapa & KP - I thought this was a solid & strategic move given our sunk costs in KP & its competitive advantages. However I was surprised by the recent addition of the Limestone licence, especially after saying we needed to focus on KP & sales to build & more rapidly ramp our presence. I see there seem to be synergies with existing customers needing limestone too but why was it worth management diverting attention away from sales growth to do so now?

(2) Management has quoted this as a "100 year mine". What’s the 3, 5 & 10 year plan for the company.

(3) Do we control all of the KP Kamafugite Lava rock resource in the area or is the resource freely available in the region?

(4) Obviously the company needs to focus on ramping local sales and catch up with previously stated ambitions over the past 5 years. But there is also an international market potential & the benefits of our product would seem to have compelling appeal in many international markets and agricultural belts that have been over farmed/over fertilised with conventional products? Verde is also selling internationally - will we follow?

(5) Verde = They're a major competitor and ahead of the game compared to us. https://verde.ag/ , how does our product compare & why is there growth & ambition so much greater than ours?

(6) Have we recovered all monies due from Agrecerrado? Or are we still pursuing this money?

(7) Can previously high consulting & management costs be reduced to better protect the business growth stages?

Swingy - Cost per tonne should be far in excess of $26/ton now. At these volumes cost should be $7.50/ton (or less and not even including solar)...If they Bump Price Per Ton to $60/ton (which is conservative given whats happened to fertiliser prices0 then Profit per ton should be around $50-ish no?

Heyhoe - knows his stuff. Thanks for re-posting.

Sorry ignore last hyperlink - wrong timescale! Was trying to show Harvest are way behind it competitors -- thats the real measure of if Brian is delivering or not...

not quite 1000% on verde ffs

https://www.google.com/search?q=verde+stock+price&client=firefox-b-d&ei=Lb3YYdO6I5SJxc8P4NO3kA8&oq=Verde+stoc&gs_lcp=Cgdnd3Mtd2l6EAEYATIFCAAQgAQyBQgAEIAEMgYIABAWEB4yBggAEBYQHjIJCAAQyQMQFhAeMgYIABAWEB4yBggAEBYQHjIGCAAQFhAeMgYIABAWEB4yBggAEBYQHjoECAAQRzoECC4QQzoRCC4QgAQQsQMQgwEQxwEQrwE6CwguEIAEEMcBEK8BOggIABCABBDJAzoFCC4QgAQ6BQguEJECSgQIQRgASgQIRhgAUMYKWKZFYP1VaAFwA3gAgAF5iAGMBZIBAzIuNJgBAKABAcgBCMABAQ&sclient=gws-wiz

Yep nice. Should nicely drop our operations costs , especially at a time of rocketing energy costs… hopefully we will sort out our pricing - or at the very least massively growing our sales right now with our huge lower prices advantages.

You're a bit clueless BurtonD - mostly because you don't bother to read what posts are actually saying below. Many are potential red flags for many investors. i.e. WRT "Market & shareholders are not being properly informed on many areas such as change of prior strategy etc" Maybe you can ask Brian for some overdue clarity on the following:-

(1) Why Sell our prior fertilser projects saying it was to allow management to stratgically focus on Arapua only to buy worse projects than we sold just less than 6 months later i.e. no strategy?!
(2) Why haven't the company reconciled revenue/profits with cash levels?
(3) Why is Harvest persisting with out-dated pricing for its product when other competition has been increasing prices in line with market rates (i.e. doubling of fertliser costs)
(4) Why is Harvest financial accounting so opaque and overly complex for such a tiny company with multiple pointless currency switheroo's.
(5) Why does Harvest still not have a full time CFO to ensure no accounting shenanigans.
ETC ETC

Got to agree with you on that one - NOMAD & BoD are a bit of a joke here.

Market & shareholders are not being properly informed on many areas such as change of prior strategy etc

Nice to see coffee grown with KP Fertil is not only better but improves the soil itself for future crops & benefits the environment too!

Farmers have got to be seriously looking at moving to KP Fertil given its not only better but also cheaper than what they use now. Let’s hope management don’t blow it & focus harder on driving sales (& normalising pricing upwards given fertiliser prices have more than doubled now!).

“…First place was won by Ricardo Bartholo, a Harvest client who also uses KPFértil; following the win, a 60kg bag of his coffee was sold at the associated auction for R$55,000,00….”

One take from today is this is a completely scatty move by management & counter their stated strategy...

I mea, just earlier this year they stated after a strategic review they wanted to just focus on driving Arapua...Too right given it was meant to be running in 2016 according to Brian originally so shareholders deserve some focused, sharp delivery from management to finally build a solid base and growing KP-Fertil business (better late than never I guess).

Brian then even got rid of our attractive and long held/developed Phospate properties in line with their newly stated "focused strategy" by ditching for a loss our attractive Sergipe & Mandacaru Phosphate projects this summer.

--- Now completely against shareholder communications, Brian has done a complete 180 again and is buying completely new Phospate & Limestone projects in the last 2 months...God knows what strategy he's actually running now, but he hasn't informed the shareholders of it...A normal board would have held account here.

This is NOT how you focus on driving sales & prices of Arapua...Seems completely scatty and un-steady management by directors. It may well be a good opportunity, but the directors again haven't explained the shareholder benefits (duh)...

Either way selling our higher grade Phosphate projects only to buy a lower grade one 4 or 5 months later seems to have wasted a lot of shareholder funds so far already...

Prof Conroy seems the greatest impediment to this companies progression.

2 JV chances & he?s dithered & delayed for around 2 yrs now! Ridiculous way to manage a business professionally.

Ignores shareholders letters too, which is never a good sign either.

Resign Prof & let a professional get on with developing our valuable resource!!!!

Hi Swingy - understand what your getting at but that is not the best or most effective commercial approach I'd say. Let me explain. Currently all global fertiliser costs are increasing massively. Farmers are being charged increased WITHIN the current year by other fert suppliers...Appreciate we need to build the base & encourage repeats but we cant be blind to our competitors & being overly lapse about commercials. We could achieve the exact same endpoint if Harvest simply adopted an "price promise" of being cheaper than its relevant fert/min competition i.e. 10% or 20% price promise would be very effective with whats happening already in its markets...

Same here Pete - my q's didn't make the cut...SMH