Verde Agritech Ltd T.NPK

Verde’s value

[rodrabal]

If Verde has a NPV of $50 dollars for 25 million tons. That means that each million tons equals about $2 dollars per million tons. So 3 million tons should equal $6 bucks. So we are a bit ahead of fair value. We need to get to about 10 million tons with the major fertilizer crisis in my opinion. That’s the max I think they can produce and ship by truck. They will need rail transport after that

[kanerfalk]

The PFS uses a potash price of 250 US$ When calculating the $50 NPV. We're close to 4 times that today in Brazil.

[topdop]

Careful, Long Term prices are used in feasibility studies, not spot, or landed or retail

[ICT1111]

Rodrabal, the PFS was assuming a revenue per ton of somewhere in the region of C$30-35.  Our guidance released on Jan 10 suggests a EBITDA (therefore bottom line profit) per ton of C$34 (not revenue)...... since that announcement CV has gone on record as saying at US$1,000 pt potash in Brazil Verde can make C$100 pt ....... current polish price is reckoned to be US$1,200 at the Brazilian

[kanerfalk]

ICT1111 with some imagination reading the article I posted a couple of days ago one could certainly dream of CAD50/share. If the Teresa Cristina helps with the rail track as a part o her National Fertilizer Plan this could grow at speed never seen before. As a reminder, Verde plans to produce 1/3 of Brazils potash demand in 5-10 years! https://newsbulletin247.com/economy/63844.html

[okavongo]

When you buy Verde now you not only buy 3 mt/year. You also buy the possibility to reach 25 m/t in the future and a huge deposit. You buy also the opportunity to buy a new fertilizer company which can add new products in his range. BAKS (suflfur) for now but maybe Phosphate or Nitrogen one day. An other opportunity is to price in the future the non chloride content or the nutriment content (Mn