posted August 18, 2022 04:51 pm by TechOne
(137)
https://www.youtube.com/watch?v=uFIjksBNw_8&t=683s
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posted August 17, 2022 06:42 am by goldwatch69
(20)
According to the CEO, historically low prices are highly unlikely. He believes $400 for KCl will be as low as she goes. Kaiser figures $500. I believe in Kaiser's forecast. As you point out, there
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posted August 16, 2022 08:00 pm by TechOne
(137)
Q2 2022 Results Presentation + Q&A https://www.youtube.com/watch?v=w0GftOAky0o
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posted August 16, 2022 05:16 pm by nozzpack
(1696)
Based upon my review of NPK peers is that its gross margins at 79% have no comparables in its space . This means that NPK will be profitable at low prices which will near bankrupt its peers. In
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posted August 16, 2022 03:16 pm by Abruzz0
(165)
Of my holdings on the TSX, Verde is by far the most exciting. Good news has been pouring in month upon month. Growth seems inevitable, with share price increase a secondary but
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posted August 16, 2022 01:15 pm by PedroPistacio
(226)
All seems to be on track towards the goals of the next 18 months or so by way of selling 2m tonnes next year via Plant 2. And this should now be helped by this new distributor deal. With an
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posted August 16, 2022 11:11 am by nozzpack
(1696)
The growth aspects here are very compelling. Production will more than triple at 2 m tons in Q4 with another substantial increase in 2023. Its also in a very good market but still limited in its
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posted August 16, 2022 10:39 am by Storage1
(56)
Still no market in the US...will be asking CV about this on the call today.
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posted August 16, 2022 10:02 am by retiredcf
(8922)
Clearly the market likes this NR. We also matched yesterday's trading volume in the first 30 minutes this morning. GLTA 07:57 AM EDT, 08/16/2022 (MT Newswires) -- Verde AgriTech Ltd (NPK.TO) on
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posted August 15, 2022 09:41 pm by ProDrone
(2)
An interesting article about Russian Fertilizer. Indirectly removing Russia fertilizer and coal from the markets. This should add a squeeze somewhere along the chain. https://gcaptain.com
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posted August 13, 2022 01:20 am by Benedictus
(78)
never say never. But importantly the company is slated to generate enough revenue this year to build plant 3 with with exceptional unit economics. Along with a high margin add on like Bio
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posted August 12, 2022 02:20 pm by kanerfalk
(164)
https://youtu.be/1PZVvZ7AyCU
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posted August 12, 2022 01:08 pm by PedroPistacio
(226)
Has there been a recent Kaiser update? Please post a link if so, thanks.
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posted August 12, 2022 12:33 pm by goldwatch69
(20)
I guarantee you there will be no decline to historical lows. It's just not possible to produce data profit at ridiculously low prices The market will be lucky to see Kaiser's forecast of
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posted August 11, 2022 01:28 pm by PedroPistacio
(226)
Much higher volumes should reduce costs, as will lower diesel. A higher % sale of blended versions should help the margin too. Good questions to out to CV in the presentation/Q&A next Tuesday
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posted August 11, 2022 11:32 am by BCdude
(85)
I bought a little more today, too. The one question I have is how will a decline in potash prices to historical levels affect profitability. They've added plenty of expenses to supercharge growth,
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posted August 10, 2022 10:11 pm by MuttleyKnows
(62)
I bought the dip today. Earnings in line with forecast. Company continues to deliver in a challenging macro environment.
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posted August 10, 2022 03:36 pm by Abruzz0
(165)
This is a brilliant Q2 for Verde. In light of market turbelances, it is even more impressive. The demand for Verde's potash is clear, the question is how swiftly can it shoot a
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