Hello Everyone,
We started 2025 off with a BANG.
We have had the good fortune of being able to profile some huge winners last month.
The train keeps rolling into Tuesday with our brand new profile. This is another company that is new to our members.
Pull up GRO right away.
This one IPO'd at the end of November and has been trending down pretty much since. Today was the first green session in two weeks which could be a sign of a turnaround for this one
Right now GRO is sitting at a substantial discount to the recent $600Mill IPO, sitting just over 4.50 as I write his.
We often see this happen after the initial IPO, with a potential stabilization period and followed many times by a reversal. We are not saying that this is the schedule that GRO will follow in the next few weeks/months but we have definitely seen this pattern before.
GRO is developing Brazil's largest potash project that will supply sustainable fertilizers to one of the world's largest agricultural exporters. Brazil is critical for global food security as the country has amongst the highest amounts of fresh water, arable land, and an ideal climate for year-round crop growth but is vulnerable as it imports over 95% of its potash fertilizer despite having what is anticipated to be one of the world's largest undeveloped potash basins in its own backyard. The potash produced will be transported primarily using low-cost river barges on an inland river system in partnership with Amaggi, one of the largest farmers and logistical operators of agricultural products in Brazil. With initial planned annual potash production of 2.4 million tons per year, Brazil Potash will supply ~17% of the growing potash demand in Brazil with future plans to double output. 100% of Brazil Potash's production will be sold domestically to reduce Brazil's reliance on potash imports while concurrently mitigating ~1.4 million tons per year of GHG emissions.
Brazil Potash is headquartered in Canada but is set to operate in Brazil, benefiting from favorable mining policies in both countries.
Potash is already listed as a critical mineral in Canada plus Brazil, and similar designations in the U.S. could unlock government incentives and increase investor attention.
Potash is one of the three essential nutrients in fertilizers used to grow food, alongside nitrogen and phosphorus, and it plays a critical role in boosting soil fertility and crop productivity.
Without potash, modern agriculture as we know it would collapse. Mankind would starve.
And it's simple numbers as to why:
As the global population continues to grow, projected to reach 9.7 billion by 2050, so does the demand for food.
Meanwhile, arable land is shrinking due to urbanization, climate change, and overuse.
Not many kids aspire to be farmers and cowboys anymore and many countries outsource most of their food production.
This has created an inescapable cycle: the larger the population, the greater the need for food, thus the greater need for fertilizers like potash.
Its why Brazil Potash is such a compelling investment and easy to understand: More people + more food = more fertilizer.
In 2021 alone, global potash consumption was approximately 62.9 million tons.
Market analysts predict that the sector will grow from $57.74 billion in 2022 to $93.50 billion by 2032, a staggering 62% increase.
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