Verde Agritech Ltd T.NPK

Transcript report

[canadianbear]

Found it quite interesting to find CVs presentation on line in text format. Its easy to scroll down and read questions/answers from his presentation rather than watch on YouTube. https://stocks.apple.com/ACk8tAPoPQViuS6WY2zVd4w

[PedroPistacio]

I think the most interesting take-away for me was the bit about Russian potash still landing in Brazil in usual quantities. I had assumed supplies had been cut Someone else has commented on this here too. So, despite still being able to buy Russian potash, farmers in Brazil seem to be buying everything that Verde can supply. CV says that the price Verde sells at is the prevailing KCl price divided

[KirklandX]

I agree with you a PedroPistacio, this is a really important point.  I slightly disagree with you around how much the company are revealing around price - I actually think they are showing a lot of detail, but its just they could be explaining it better.  When listening to the results call a few days ago, I think the key phrase that CV used on pricing, was "delivered KCl