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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 > Chit Chat
View:
Post by Stupida on May 03, 2022 12:22pm

Chit Chat

I agree, the stock is cheap, guidance is very conservative, but yet the stock isn't trading where most of believe it should be.  Despite substantial gains already.

That said, perhaps we can surmise why its not trading higher?

My guess is the coming has to prove out its growth plans with actual hard results.   Anyone else?

Comment by ICT1111 on May 03, 2022 1:03pm
Agreed Stupida, the markets wants clarity.... 1/ What were Q1 sales volumes and revenue. 2/ Is Q2 production on target? 3/ How is construction of plant 2 going, will it be on line early? 4/ What do forward orders for H2 look like.... are we sold out? what is the limiting factor.... sales, production, permitting, staff, cash, price? looking good to me!
Comment by Storage1 on May 03, 2022 1:29pm
I firmly believe that the stock has moved in line with the news flow and the market is waiting to see hard numbers that corroborate their guidance. Also we need a platform to get this company in front of more investors. I follow this board on stock house and the one on stocktwits. The stocktwits board has only 110 followers. All the videos about the company posted to you tube have less then 300 ...more  
Comment by Celt1967 on May 03, 2022 1:32pm
Agred Stupida, once we know the Q1 sales volumes and revenue we will have a much better handle on the other three quarters and how the May pan out. Exciting times.
Comment by Stupida on May 03, 2022 1:38pm
Thanks for the views, personally don't believe Q1 or even Q2 results will be enough to prove it out for new investors but that said, expectations are guidance will be easily met.   Just need some patience on my end.
Comment by koolkat on May 03, 2022 2:55pm
An investor on another board (who was the one to advise me earlier that I take some other exuberant projections on Verde with a grain of salt, given the boom/bust nature of some markets) said to me today:  new guidance is great but revenue per ton barely budged despite ongoing record potash prices. It appears they’re going to stick with the conservative $500CFR potash base price and wow the ...more  
Comment by KirklandX on May 03, 2022 3:04pm
I actually agree with all the thoughts put forward. But I think there is also some normal rebasing going on here.  I agree that hard numbers will continue to help with the story. I also agree that it seems they haven't moved the based KCL price up too much for 2022 (let alone 2023), and that they will blow these revenue and earnings estimates out of the water. I have no problem with ...more  
Comment by sparkdog on May 03, 2022 3:40pm
Traders have been churning the 1.5 million (WAG system) available amongst yourselves. The rest of course are being held tight by long, mid and newer investors. 
Comment by Stupida on May 03, 2022 6:09pm
wag system?
Comment by sparkdog on May 03, 2022 8:28pm
Wild Azz Guess (patent pending)