Verde Agritech Ltd T.NPK

Re: guidance

[koolkat]

https://twitter.com/GoldForecast/status/1521504661114654720?s=20&t=tJl4md-18OIGaV9HzjTEcg Albert S. shares his take, also sees guidance as being so conservative for the next year given current potash price ... interesting that his background is in chemical engineering, MSc, works at J&J ... as an aside, his take on spraying powders (he has experience) was that it's a very difficult process, but Verde has figured it out for microbes, apparently, which therefore seems quite a feat. Seems CV is letting us read between the lines ... we all know potash prices are much higher than what is factored into the guidance.

[KirklandX]

The more I think about it, the more conservative I feel the guidance is. For example, by the end of this year Verde will have installed production capacity of 3m pa. So for 2023 I have no doubt they will push to produce up to that amount. I don't believe the Ukrainian war will be resolved quickly. As such I believe these current potash pricing dynamics will at least be in place for