Q: Npk is going to sell carbon credits on its 300000 tons of production at $500 US per ton. The first sale is to go through by the end of 3rd qtr. The markets seem to like this & the stock is up this AM. Do you think this has potential for the shares? Comments please.
In Npk's last conference call was there any mention of them fixing the flooding of the road to their mine that was preventing them from delivering product?
Thanks
Fergie
Q: NPK seems to be on a bit of a break out the last few days. Do you feel that is due to fertilizer prices? Nutrien has gone down because of accepting lower prices in China while NPK has only 3% of the market in Brazil where they have plenty of room to expand their market. Are the prices in Brazil , where they use a lot of fertilizer ,rising or falling? Is the currency in Brazil strengthening or weakening? Thanks, as always
Dave
Evidently the Q4 wasn't spectacular...I do have a few questions in particular:
1. The 2023 guidance for EBITDA and EPS has quite a range, to me this almost looks like saying 'we have no idea' what do you make of this?
2. Just below the guidance in the press release there is talk of 'Actual Profits' vs the prior 'Assumed Profits', what is this and is this a good/bad/no effect change?
3. Your overall thought on the results and if you see this decline as an opportunity?
Q: Any idea what is expected for NPK earnings on March22, their expected reporting date. Is there any news that would spur on earnings or reduce them?
Thanks,
Dave
Q: What is the next reporting date for NPK & what are analysts expecting in terms of earnings, PE ratio & debt ? It has been on a bit of a tear the last month or so. Is there anything to account for this? Are the indications for the rest of the year positive or negative?
Thanks for your advice & insight,
Dave
Q: Currently have a small position in QIPT, and considering adding to the position. Have been following the remaining 3 and thinking of adding.
Can you please provide your thoughts and perhaps growth of these companies.
Thanks in advance
Q: Do you feel Verdes current share price is a relatively safe location to accumulate more shares? The horizon for holding would be 1-2 years with periodic assessments.
Q: With a recent news release from NTR saying they want to establish a bigger presence in Brazil, do you think NPK would be a company they would consider for a take out. NPK announced today they are seeking a permit for a rail line.
Q: Can you explain why NPK is in freefall. It had good earnings, is commissioning another line now and was just awarded easements for a lot more production. What am I missing. Thanks
Q: With limited delivery of Plant 2's production because of roadwork upgrades, is this a buying opportunity or something to stay away from for awhile.
Thanks
Craig