RE:Adding Verde to my portfolioI've been invested in NPK for a couple years since the start of production. The management and the product are great reasons for sure. A few more great reasons. The company has reached critical mass and is currently sustainable through cash flow. The company is expanding and CAPEX is financed mainly through cash and minimal bank financing. AND the cash position is growing. No plans to issue shares except perhaps for compensation. Most importantly, Brazil wants to get rid of fertilizer imports, 10 million tonnes a year of it. The company has good connections and government support. This is disruptive making it a good takeover target. Very tightly held. It's on Kaiser's list as well and he has been talking about it recently. The new monthly report is a nice update with some great transparency. Would be nice to have some short term guidance. There is something hidden in the report that is a surprise which I will post separately. This is an emerging growth company that has great management, great values, a good clean operating, an excellent green product and a lot of potential. It's sustaining itself through cash. This is a real investment worth getting in while you can. Historically Q1 is slow, picks up in Q2 and Q3 is their best quarter. Nothing happens in the rainy season, but no worries. This year is the first year that they didn't burn through cash and issue shares. The forecasted cash position for next June is the highest ever. Some guidance would help. No matter, the new monthly report should help fill some gaps. I'm still accumulating before it's to late. This is way undervalued. We will see in the next few years. Good luck to us all!