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Gold/Mining/Energy : Verde Agritech -- Ignore unavailable to you. Want to Upgrade?

To: Cogito Ergo Sum who wrote (6756)	4/21/2011 5:25:21 PM
From: Terry Maloney	1 Recommendation Read Replies (1) \| Respond to of 16592

B, I don't agree ... if regular potash apparently washes away too fast, why do the Brazilians bothering importing it at all? Yes, I know it washes away faster than it should, but still, there must be some net benefit. I'm with Red here, there are some important questions to be asked ...

To: Cogito Ergo Sum who wrote (6756)	4/21/2011 5:36:48 PM
From: eucalypt	6 Recommendations Respond to of 16592

There are three issue to think about. 1. Share weakness arising in part from a confusing press release. 2. Interpreting the news release. 3. Future share placements First, share weakness. Even before the press release some people were talking about short selling. Remember that the two private placements in December have statutory holding periods that expire on 1st and 12th May respectively. Some clients who were introduced to Amazon are unlikely to treat this as anything other than a short-term investment. If you have a broad portfolio that has gone nowhere for the last 10 years you are likely to have some incentive to lock into some profits - and your broker would like to have some bragging rights. My conclusion is that the desire to take some profits and the fear of losing the fabulous profit (they have doubled their money) is responsible for the sell off, which may continue for another few weeks. For long term holders this is irrelevant. Second, the new release. We can't draw any conclusions at this stage. We need to plead that in future all such statments are proof read by competent scientists fluent in English and Portuguese. To me, the word "coarse" implies a larger particle size than "granules". I am still unclear until I see the research data what is meant by "control". In an email last year (sorry I haven't kept it) I asked either Iwona Zakrzewski or Derek Fray about whether Amazon had looked at comminution and screening for particle size. The response was that Amazon understood this opportunity but felt that they had other ways of dealing with this - presumably adjusting the time in the lime kiln, formulations and treatment schedule. The significant feature of a no result would be that the KCL will be long gone, but the TP is still there and if you want slow release then you have got it! Sounds stupid, but if you are growing eucalypts on a 6-7 year rotation getting a deferred (and unquantified) benefit would be welcome. ALL SPECULATION UNTIL WE GET THE SCIENTIFIC REPORT. Third, to bore everyone to tears. This company is, or is going to be, a Brazilain company. IMO it will not be sold to Vale. More likely it will be partnered in some way by the companies who formulate/distribute fertilizers in Minais Gerais. Why? Simply because Amazon has no interest in moving downstream into distribution. They said so at the London Brokers meeting last November. Why? Because distribution was a low margin business. Logic would then dictate that those who are already in that low margin business will be looking to increase profitabilty by capturing some of the upstream business. At the same time Amazon has some obligation to UK/Canadian brokers who have raised the profile of AMZ, so I speculate that there will be a further private placement off-shore concurrent with a large offering within Brazil, possibly towards year end. If you are an investor you swallow your short-term disappointment over a poorly written and confusing press release. There will be better days ahead.

To: Cogito Ergo Sum who wrote (6756)	4/21/2011 5:44:07 PM
From: eucalypt	4 Recommendations Read Replies (1) \| Respond to of 16592

There are three issue to think about. 1. Share weakness arising in part from a confusing press release. 2. Interpreting the news release. 3. Future share placements First, share weakness. Even before the press release some people were talking about short selling. Remember that the two private placements in December have statutory holding periods that expire on 1st and 12th May respectively. Some clients who were introduced to Amazon are unlikely to treat this as anything other than a short-term investment. If you have a broad portfolio that has gone nowhere for the last 10 years you are likely to have some incentive to lock into some profits - and your broker would like to have some bragging rights. My conclusion is that the desire to take some profits and the fear of losing the fabulous profit (they have doubled their money) is responsible for the sell off, which may continue for another few weeks. For long term holders this is irrelevant. Second, the news release. We can't draw any conclusions at this stage. We need to plead that in future all such statements are proof read by competent scientists fluent in English and Portuguese. To me, the word "coarse" implies a larger particle size than "granules", so the statement "the Company did not previously observe these characteristics when it supplied ThermoPotash in coarse form as opposed to granules" makes no sense. I will remain unenlightened until I see the research data what is meant by "control". In an email last year (sorry I haven't kept it) I asked either Iwona Zakrzewski or Derek Fray about whether Amazon had looked at comminution and screening for particle size. The response was that Amazon understood this opportunity but felt that they had other ways of dealing with this - presumably adjusting the time in the lime kiln, formulations and treatment schedule. The significant feature of a no result would be that the KCL will be long gone, but the TP is still there and if you want slow release then you have got it! Sounds stupid, but if you are growing eucalypts on a 6-7 year rotation getting a deferred (and unquantified) benefit would be welcome. ALL SPECULATION UNTIL WE GET THE SCIENTIFIC REPORT. Third, to bore everyone to tears. This company is, or is going to be, a Brazilain company. IMO it will not be sold to Vale. More likely it will be partnered in some way by the companies who formulate/distribute fertilizers in Minais Gerais. Why? Simply because Amazon has no interest in moving downstream into distribution. They said so at the London Brokers meeting last November. Why? Because distribution was a low margin business. Logic would then dictate that those who are already in that low margin business will be looking to increase profitabilty by capturing some of the upstream business. At the same time Amazon has some obligation to UK/Canadian brokers who have raised the profile of AMZ, so I speculate that there will be a further private placement off-shore concurrent with a large offering within Brazil, possibly towards year end. If you are an investor you swallow your short-term disappointment over a poorly written and confusing press release. There will be better days ahead.

To: Cogito Ergo Sum who wrote (6756)	4/21/2011 5:48:06 PM
From: eucalypt	Respond to of 16592

There are three issue to think about. 1. Share weakness arising in part from a confusing press release. 2. Interpreting the news release. 3. Future share placements First, share weakness. Even before the press release some people were talking about short selling. Remember that the two private placements in December have statutory holding periods that expire on 1st and 12th May respectively. Some clients who were introduced to Amazon are unlikely to treat this as anything other than a short-term investment. If you have a broad portfolio that has gone nowhere for the last 10 years you are likely to have some incentive to lock into some profits - and your broker would like to have some bragging rights. My conclusion is that the desire to take some profits and the fear of losing the fabulous profit (they have doubled their money) is responsible for the sell off, which may continue for another few weeks. For long term holders this is irrelevant. Second, the news release. We can't draw any conclusions at this stage. We need to plead that in future all such statements are proof read by competent scientists fluent in English and Portuguese. To me, the word "coarse" implies a larger particle size than "granules", so the statement "the Company did not previously observe these characteristics when it supplied ThermoPotash in coarse form as opposed to granules" makes no sense. I will remain unenlightened until I see the research data and in particular what they meant by the term "control". In an email last year (sorry I haven't kept it) I asked either Iwona Zakrzewski or Derek Fray about whether Amazon had looked at comminution and screening for particle size. The response was that Amazon understood this opportunity but felt that they had other ways of dealing with this - presumably adjusting the time in the lime kiln, formulations and heat-treatment schedule. The significant feature of a no result would be that the KCL will be long gone, but the TP is still there and if you want slow release then you have got it! Sounds stupid, but if you are growing eucalypts on a 6-7 year rotation getting a deferred (and unquantified) benefit would be welcome. ALL SPECULATION UNTIL WE GET THE SCIENTIFIC REPORT. Third, to bore everyone to tears. This company is, or is going to be, a Brazilian company. IMO it will not be sold to Vale. More likely it will be partnered in some way by the companies who formulate/distribute fertilizers in Minais Gerais. Why? Simply because Amazon has no interest in moving downstream into distribution. They said so at the London Brokers meeting last November. Why? Because distribution was a low margin business. Logic would then dictate that those who are already in that low margin business will be looking to increase profits by capturing some of the upstream business. At the same time Amazon has some obligation to UK/Canadian brokers who have raised the profile of AMZ, so I speculate that there will be a further private placement off-shore concurrent with a large offering within Brazil, possibly towards year end. If you are an investor you swallow your short-term disappointment over a poorly written and confusing press release. There will be better days ahead.

To: Cogito Ergo Sum who wrote (6756)	4/21/2011 6:46:29 PM
From: Mark Bartlett	Read Replies (1) \| Respond to 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