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Bullboard - Stock Discussion Forum Verde AgriTech Ltd. T.NPK

Alternate Symbol(s):  VNPKF

Verde AgriTech Ltd is an agricultural technology company that produces potash fertilizers. The principal activity of the Company is the production and sale of a multi-nutrient potassium fertilizer marketed in Brazil under the brands K Forte and BAKS, Silicio Forte, and internationally as Super Greensand (the Product). K Forte is a potash fertilizer that is a source of potassium, silicon, and... see more

TSX:NPK - Post Discussion

Verde AgriTech Ltd. > Npv of deposit
View:
Post by Patiencemyson on Jul 30, 2023 10:19am

Npv of deposit

@$400 the current value of deposit carbon credit the deposit being 1.47 billion tones x 120kg /tone carbon credit value per tone of deposit / 1000 = 176 million tonnes of carbon credit x $400 = $70.50 $Billion US$
Plus the value of deposit Potassium based fertilizer > $100B.  
This is a bonanza long term value for shareholders retail and institutions alike.  I expect to see dividends in the next 2-3 years based on the carbon credits. 

Mine life value per share is over $1300 
This over 50 years is still $26 although value looks like it is low currently it is because we are still ramping up production.  Share value may currently be $4-5 but will get to $30-40 when we are at 25-30 Mt/yr.  Takes time but we will see $per share price that each shareholder will assess whether it is the best to sell and be happy.  
If you sell now you won't be happy later.

GLTA
Comment by nozzpack on Jul 30, 2023 4:10pm
Thank you for that extended valuation and the current valuation ( $26 per share ) assuming that the current Reserves can sustain production for 50 years. No one looks forward to 50 years valuation at average production levels. We know that current production is capable of 2.8 m tons per year of contained product of which 30% will be the carbon credit credits at 300,000 tons per year . We have ...more  
Comment by Patiencemyson on Jul 31, 2023 10:37am
Projected production in coming years. 25 M tones per year. Deposit 1.47B tones÷25 M tones = 58 years.  More will be available in years to come but whyspend money and keep expanding the resource.  43-101 resource estimate  completed already. I didn't say the current valuation per share is $26 per share.  It will likely average $26 over 50 years. Currently with carbon ...more  
Comment by nozzpack on Jul 31, 2023 11:12am
Don't know how you are arriving at your numbers. Analyses performed on Verde's Products at Newcastle University have confirmed its efficiency to extract CO2 from the atmosphere at a ratio of 120kg of CO2 per 1 tonne of Product, based on a well-established scientific calculation formula. 120 kg = Approx 290 lbs of CO2 per ton of product production . It's current production capability ...more  
Comment by Patiencemyson on Jul 31, 2023 12:43pm
Im not sure what you are arguing here. My numbers and your numbers still point to a significant increase in value for the company..  Are we not seeing an uptick in the share price as a result of the CO2 credit value? My take on the market value of a company is that it will price in what we expect to see in the coming 6 months.  Maybe the fertilizer product is not expected to see a big ...more  
Comment by nozzpack on Jul 31, 2023 2:50pm
I prefer to guesstimate on the production side. 1 million tons of product is easily doable over the four quarters  which will create 150,000 tons of carbon credits available for sale . This is of course just a pittance of the planned 25 million tons of product with upside to 50 m tons of annual production. At $4 US per ton, those 150,000 tons of carbon credits would generate $60 million US ...more  
Comment by Benedictus on Aug 01, 2023 12:46am
Why on earth are you using your own falsely calculated CO2 tons when the company has already provided them?  "up to 300,000 tonnes of carbon credit annually via its existing production facilities". Current production capacity is 3Mt while fully permitted production is 2.8Mt. So, current permits limit them to "up to" 280Kt. However, we still do not have a completed Life ...more  
Comment by nozzpack on Aug 01, 2023 5:07am
Do not forget that they have acquired farmland and reforested with 30,000 trees already . Those have generated CO2 credits and will continue to do so throughout the trees life cycle. I merely attempted to quantify the accrued CO2 credits by using rough numbers on respiration rates and life spans of those revenue generating trees that are currently owned by NPK. Surely you are not saying ...more  
Comment by nozzpack on Aug 01, 2023 7:41am
My source... "Whilst its true that a single mature twenty year old tree will both sequester around 3 tonnes of CO2 in its woody mass and also lock about 3 tonnes of CO2 into a cycle of growing leaves, dropping them and decomposition, so a total of 6 tonnes offset; in order to get a twenty year old tree its not as simple as planting one seedling."  
Comment by Benedictus on Aug 01, 2023 8:58am
Gotcha, yes that could certainly be a source of some additional credits although the NR provided mostly relevant details to the ERW credits they're pursuing. Hopefully we get a lot more color around this opportunity in the next quarterly call. 
Comment by medxtractor on Aug 01, 2023 7:52am
I wonder who actually owns the credits as the credits are generated when the product in in the buyers possession. If I was the buyer I would be claiming the credits. An investor would need to know the contractual particulars to make this call. Does anyone have those particulars?
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