Verde Agritech Ltd T.NPK

revenue estimate for Q1

[mingzhu]

$14m-14.5m. Last Q4 was 16.8.m

[rodrabal]

Yes and hopefully they produce at least 125000 tons ( 4th quarter results)   I know that bazil had record amounts of rain fall in January and February. I'm nervous that there production was affected with that rain. Hopefully there production surprises on the upside. Nervously hoping

[rudinm]

Well lets see if the sales outlooks looks a bit better not so much the price but what they can sell

[Benedictus]

Cris stated emphatically on the last cc that Q1 22 was a product demand outlier. If we use the Q1 21 YoY growth rate of about 60% and apply that forward then we could assume sales of perhaps 40 - 45Kt. That's likely a low end conservative estimate but we should be prepared for trend normalization imo. Visibility will be the crucial factor on the call since Cris already prepared us for a

[rudinm]

Guess around 120-150'00 tons at 60$ per ton ...in thw first quarter 

[Celt1967]

Last years Q1 production was 111k and that was considered exceptional (high) and we have already been ore warned in the last CC that Q1 was difficult. All other major MOP producers producrion is down.  That prediction is certainly looking on the bright side, heres hoping. :-) Im going for 60-80k at $60....but what would i know, im just a retard.