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Gold/Mining/Energy : Verde Agritech
NPK.TO 1.000-6.5%10:14 AM EST
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To: Terry Maloney who wrote (6898)4/25/2011 6:48:02 PM
From: Mark Bartlett1 Recommendation  Read Replies (1) of 16592
 
Hi Terry,

Here is what I think they hoped would happen. I think they did understand there would be some residual in the control field (but not as much as there was), and I also think they were hoping to demonstrate that the TK alone was such a superior fertilizer (remember they have the test results from the University work), that it would clearly grow better than the KCL alone and (obviously) the control -- so in the end it would have been a moot point as far as the test was concerned (but not a trivial one to understand as far as the science was concerned -- as is clearly the case now). I still think that is their goal when the granules are remixed to the softer format.

The only way I can see this being tested in a completely unbiased way would be to open 3 new fields that have never had any ferilizers applied. Test them to confirm and get some baseline nutrient levels and then run the tests again. I'd also place some distance between each field (100 meters?) to reduce any run-off that might leach from one field to the other.

While markets do not like uncertainty and have responded here in kind, in the end, I do think they will be successful --- when sh^t like this happens, we tend to focus on the stock price and do not stop to look at the big picture and all the other positives like the tax breaks and government support.

I am only really PO'd with myself because I did not sell at a higher price so I could be buying it back now!

Mark



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