RE:Earnings The BLUNT intro was all about the Investor Survey. Verde has always stated up front in their presentations not to invest in the company if you were risk averse. This time they spelled it out for the dumbest of the dumbest to get the message of what risk averse... and I would expect that they want strong hands owning the stock.
So far they have stated that they have not been impacted by COVID at all. I don't see why that would have changed since August.
Judging by the stock action, it looks like we are in for a much better quarter than last year. They've added a lot more local farmers to their client base and those farmers are going to need their fertilizer no matter what. The price has come down which will help the farmers. If they managed 2000 tonnes a day for 80 days, that's good enough for me. Even 150,000 tonnes for the quarter would be much better than last year... and with the next phase approaching, the growth will be tremendous!
Check out the Survey results on the Investors page.