Verde AgriTech Ltd. T.NPK

Brazil’s fertilizer and pesticide outlooks remain critical:

[kanerfalk]

https://www.fastmarkets.com/brazils-fertilizer-and-pesticide-outlooks-remain-critical-2022-preview

[Storage1]

Excellent conditions for verde!

[ICT1111]

An eye opening article Kanerfalk.......

[15Stanmore]

AGreed ICT1111, especially this paragraph right at the end of what is a fairly long article, so not sure everyone would have read to the end: ANDA’s executive director Ricardo Tortorella expects Brazil’s National Fertilizers Plan to be announced in 2022. The Ministry of Agriculture aims to reduce Brazil’s dependency on imports, as only 15% of the country’s demand – 7 million tonnes – is met

[topdop]

Absolutely terrific ( implied) Gov. support for domestic fertilizer producers. Be careful however with all these ten, twelve dollar mentions (never mind fourty); what everyone is missing is a big three-fold risk going fwd.: 1) Execution Risk: NPK cannot or won't be able to physically produce these new target tonnes; 2) Logistical Risk: NPK won't be fully able to properly and

[PedroPistacio]

There are of course risks to the future growth prospects for Verde. However I personally am cheered by news flow that is gradually de-risking the business model, namely the strong sales growth and successful implementation of increased capacity and production so far. I therefore think the chances of Verde being able to produce, sell, and deliver 1.4m tonnes per annum now looks quite likely based

[kanerfalk]

There are also two other scenarios affecting the share price. One is if the potash price continues to rise in the coming years, what if we hit $1500-2000/ton, then Verdes k-forte will be very sought after, and so will the shares. The other one is if the potash price falls back to its recent "normal" around $250/to, then Verde will have issues delivering their products and make a

[ICT1111]

Also rising energy prices make shipping fertilisers 10,000 km+ costly to the pocket as well as the environment. 

[ICT1111]

7m ton annual local demand for 'fertiliser' equates to 35m tons of our greensand and that annual demand is rising by 5% a year as Brazil's position as the world biggest food exporter is consolidated. At that rate demand will be over 40m tons by 2027..... it would appear in the national interest for the state to encourage NPK's rapid expansion.