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Gold/Mining/Energy : Verde Agritech
NPK.TO 1.070+0.9%Dec 19 9:30 AM EST
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To: Cogito Ergo Sum who wrote (6756)4/21/2011 6:46:29 PM
From: Mark Bartlett  Read Replies (1) of 16592
 
TBS,This is how I am putting this all together ...

In terms of TK vs KCL -- in the case of the former, it was not releasing the nutrients quick enough (that is clear in the NR) and in the case of the latter, it was washed away too quickly, hence the net/net re growth (for each one individually) is about the same (but obviously for different reasons).

Clearly what the company was looking for is a synergestic effect of the TK PLUS KCL ... so the KCL would cover the short-term nutrient needs (quick dissolve) and the TK the longer-term nutrient needs (slow dissolve).

Here is what I think happened. The TK alone released enough nutrients to work as effectively as the KCL alone but NOT enough to have the synergistic effect the company wanted.

So moving forward ... they need to grind the TK into various test size granules and then run this test again using the same format but over the broader range of granule sizes and with and without various KCL concentrations (and obviously with controls). Hopefully by doing that, they can find the optimum granule size that, when combined with the KCL, provides optimum growth, with (likely) a single application over the growing season ... gas is expensive.

Without having the actual report (and with a poorly written PR) it is difficult to draw any firm conclusions -- but at the end of the day, we seem to have something as good as KCL alone.

I also meant to add -- I agree that I would have expected a greater share price depreciation with 700k sold -- clearly there were entities stepping up to the plate.

- M
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