Member Info for Wim777

My gut feeling tells me they will release a positive RNS tomorrow morning, while everyone else is just waiting for lower prices.

Someone scooping up shares between 1,80 1,90.

I thought markets are closed today. 1May.

Stay positive, hold the line if you're in. The quick moves down were emotional i know but the upside, when conviction returns can be just as violent and rewarding. Watch for oil holding these elevated levels and any company-specific catalysts. This one has the ingredients to run. Don't let the current spread or dip psychology scare you out.

0,1 I know because I bought at this price.🥴 At the top, as always.😅 Bought 1/3 @0,07. I guess I have to wait it out and see future progress.

40M more bought vs sold

Anyone?

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You miss the point. The Russia ammonium nitrate export halt isn't directly about Harvest exporting product overseas, it's about supply tightness in the Brazilian (and global) fertilizer market, where Russia is a major supplier to Brazil.

Harvest produces KP Fértil (a natural potassium + phosphate fertilizer) at its Arapuá project in Minas Gerais, sold locally to nearby farmers within a ~300-mile radius. When synthetic nitrogen fertilizers like ammonium nitrate get more expensive or harder to source due to export restrictions (and other global pressures), Brazilian farmers often look for affordable local alternatives or blended options to maintain yields.

This kind of disruption can support demand and pricing power for domestic, lower-cost natural fertilizers like Harvest's without them needing to export anything themselves. The company's model has always been regional/local sales in one of the world's fastest-growing ag markets (Brazil), not global exports.

That said, HMI is a small/micro-cap with execution risks, past challenges scaling sales, and it's not a pure play on nitrogen. Always DYOR, this is just one factor among many."

Russia, which dominates up to 40% of global ammonium nitrate trade, has just slammed the brakes on exports. On 21 March 2026, the Russian Agriculture Ministry suspended all existing export licences and stopped issuing new ones until 21 April 2026 (with limited exceptions only for certain intergovernmental contracts). The official reason: securing domestic supply for the critical spring planting season amid strong export demand.

This isn't just a short-term blip. Russia has been running nitrogen fertilizer export quotas since late 2021, with the current restrictions extending through the end of May 2026. The latest move comes against a backdrop of already tight global fertilizer markets, adding further pressure on prices and availability for farmers in key importing nations like Brazil, India, Peru, and beyond.

Ammonium nitrate is a vital nitrogen fertilizer, and a dual-use chemical with industrial applications. Russia's dominant position means this temporary halt ripples quickly through global supply chains, tightening availability and supporting higher prices in the near term. Some market watchers even see it as implicit leverage in the broader sanctions and geopolitical standoff.

Why This Matters for Harvest Minerals (HMI) and the Sector

For a company like Harvest Minerals Limited (AIM: HMI), focused on organic and alternative fertilizers, this development highlights the ongoing vulnerability and volatility in the traditional synthetic fertilizer market. When a major player like Russia restricts exports, whether for domestic priorities, geopolitical reasons, or both, it creates windows for diversified, non-Russian sources and more sustainable options to gain traction.

Global farmers face rising input costs and supply uncertainty.

Western producers and alternative fertilizer companies stand to benefit from accelerated diversification away from Russian dependence.

Companies offering reliable, locally-sourced or organic solutions could see increased interest as buyers seek to de-risk their supply chains.

The suspension is set to lift on 21 April, but broader quotas remain in place, and repeated disruptions (combined with other global pressures) keep the long-term theme alive: the world needs to reduce reliance on concentrated, geopolitically exposed fertilizer supply.

This is a classic case of how commodity geopolitics can create tailwinds for nimble players in the fertilizer space. HMI's focus on organic alternatives positions it well in a market increasingly conscious of both supply security and sustainability.

What do fellow holders think? Is this a short-term price spike for synthetics that indirectly boosts interest in alternatives, or a longer-term catalyst for Western and diversified producers?

While Brazil enjoys strong oil and gas self-sufficiency (as a net crude exporter with growing production), it remains highly vulnerable on fertilizers. This dependency has been repeatedly stressed by ongoing geopolitical conflicts, starting with the Russia-Ukraine war in 2022 and now compounded by tensions in the Middle East (e.g., involving Iran and disruptions around the Strait of Hormuz).

Brazil, the world's agricultural powerhouse, imports around 85-92% of its fertilizers, leaving its vast soy, sugarcane, coffee, and maize fields highly vulnerable to global disruptions. The ongoing Middle East conflict, with tensions around the Strait of Hormuz, has already caused urea prices delivered to Brazil to surge 35-50% or more in early 2026, while key shipments face delays and uncertainty. Farmers are responding by delaying purchases and actively seeking cheaper, more reliable alternatives creating a perfect storm of substitution demand. This is where Harvest Minerals' KP Fértil stands out as a locally produced, 100% natural multi-nutrient soil remineraliser made from Brazilian kamafugito rock right in the heart of Minas Gerais. Unlike expensive imported synthetics, KP Fértil delivers potassium, phosphorus, calcium, magnesium, and micronutrients in a slow-release form that improves long-term soil health with minimal leaching. Independent agronomic trials have shown impressive yield gains, including up to 16 tonnes per hectare extra in sugarcane, while helping rebalance soil pH and boost nutrient efficiency. Its production is remarkably simple and low-cost: free-digging with no explosives, no water use, no tailings dams, and no harmful contaminants like chloride or salt. As Brazil's National Fertilizer Plan pushes to cut import dependency toward 45-60% by 2050, domestic alternatives like KP Fértil are gaining strategic importance for food security and cost control. The current restricted import environment accelerates this shift farmers facing poor grain-to-fertilizer price ratios are turning to affordable, ESG-friendly options that reduce reliance on volatile Gulf supplies. Harvest Minerals already holds the prestigious London Stock Exchange Green Economy Mark as the first Brazilian company recognized for its sustainable contribution. With operations ideally located near major crop belts, KP Fértil offers lower logistics costs and faster availability compared to congested port imports. Recent board strengthening and sustained speculative volume on the charts suggest growing market attention amid these macro tailwinds. While broader fertilizer demand faces short-term caution, the structural advantages for local, natural products are becoming clearer by the day. For a micro-cap like HMI trading at depressed levels, this import disruption dynamic presents a compelling asymmetric opportunity in the sustainable agriculture space. Of course, as with any AIM penny stock, risks remain high but the alignment between global events and KP Fértil's strengths is hard to ignore. Investors focused on commodity substitution plays and ESG themes may want to take a closer look at this Brazilian story unfolding right now.

If drilling confirms meaningful REE mineralisation, HMI shifts from a small fertilizer company to a strategic resource play. That’s a completely different valuation profile. REEs are critical for EVs, energy transition, and tech demand is only growing.

Been watching Harvest Minerals Limited closely.

The recent volume increase is hard to ignore.

Looks like accumulation to me rather than random spikes. If that’s the case, we could be setting up for a strong move once news drops.

Brazil fertilizer demand should be picking up again this quarter, and HMI is positioned locally which is a big advantage.

Curious what others think 🤔 is this quiet accumulation before an update, or just short-term trading?