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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 for Verde Shares
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Post by 15Stanmore on Mar 11, 2021 3:25pm

NPV for Verde Shares

Using the original 2017 Pre-Feasibility Study without adjusting any of its assumptions, the Net Present Value of all cash flows (initial capital investment, ongoing investments and all net revenues received) was just under US$2 billion. And that net present value calculation used an 8% discount factor to bring all future cash inflows and outflows back to today.

To be conservative, let's call that Cdn $2 billion. Assuming the March 2021 warrants were exercised we will now have, in round numbers 50,000,000 common shares issued and outstanding.

The rest is simple math - divide $2 billion NPV by 50 million shares and you end up with $40 per share.

I understand the execution of the development plan upon which the NPV is calculated is full of risks and uncertainties - that is why we engage a very experienced Board and engage a talented CEO who is well compensated who builds the outstanding team of managers and employees the Company needs to successfully implement the plan. All these resources are fully funded in the plan, and their cost and outlay reflected in the cash flows, and we still hit a $40 per share value.

You can buy those shares today for under $1.50, but let's use this as our adjusted cost base. If the share prices moves to reflect full value at $40 per share, it will have increased by 26 times - a "26 bagger". If you were lucky enough to acquire your shares at $1, then it would be 40 times - a "40 bagger". And if you were lucky enough to have 10 year options priced at $0.40 it would be 100 times - a "100 bagger", with no upfront investment and no risk.
Comment by MikPrecious on Mar 13, 2021 3:53pm
Baby steps. They have applied for the 2.5 million tonnes and so far got the environmental.  I wonder if they get that approved and they managed to do that well in selling, can you calulate their  what their npv would be.   
Comment by 15Stanmore on Mar 13, 2021 5:05pm
Hello Mik, Following the announcement by the Company of their intention to formally update the existing (2017) NI43-101 compliant pre-feasibility study filed with the regulators, I suspended the work I had been doing to duplicate the NPV calculation spreadsheets. I am therefore not able to run a "what if NPV" using a 2.5 million tonne per year profile extending beyond year 6, so cannot ...more  
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