Agoracom Blog

AGORACOM Welcomes DuSolo Fertilizers (TSX-V:DSF) Capitalizing on Brazil’s Growing Demand for Fertilizer

Posted by AGORACOM-JC at 5:25 PM on Wednesday, June 10th, 2015

BY BEING A DOMESTIC FERTILIZER PRODUCER, DUSOLO IS ABLE TO OFFER A PREMIUM PRODUCT AT A SIGNIFICANTLY LOWER COST

  • Entered into a two-year, 60,000 tonne sales contract (30,000 tonnes per year) for its 15% P2O5 Direct Application Natural Fertilizer product with a local Brazilian fertilizer distributor
  • Over the term of the Contract, the Buyer has agreed to pay BRL230 per tonne for total proceeds of BRL13,800,000 or approximately C$5,500,000


  • Assets host at surface, high-grade phosphate mineralization, which allows for a simple mining and processing method
  • Direct Application Natural Fertilizer (DANF) product is in high demand in the region
  • No additional transportation or logistics costs are added to our DANF product prices

BRAZIL IS ONE OF THE WORLD’S FASTEST GROWING AGRICULTURAL ECONOMIES

  • World’s largest exporter of sugar, coffee and orange juice and the second largest in soybean exports
  • Domestic fertilizer supply does not meet current demands
  • Brazil currently imports more than 50% of phosphate fertilizers from it uses overseas
  • Significant transportation and logistic-related costs are added to imported fertilizers

MANY NEAR TERM CATALYSTS EXPECTED

  • Entering into additional DANF product sales contracts

  • Doubling capacity at  processing facility to 160,000 tonnes per year
  • Updating the National Instrument 43-101 Resource Estimate to include results from the 2015 drill campaign – Recent drill results confirm presence of additional high-grade phosphate mineralization beyond areas identified in initial resource estimate
  • Third Party Economic Evaluation of Operations Planned for 2015
  • Cash flow from operations

PHOSPHATE IS BECOMING AN IMPORTANT COMMODITY


  • The growing global population is creating an ever-increasing demand for food

  • Agricultural production requires the use of fertilizers from three essential minerals Nitrogen (N), Phosphorus (P) and Potassium (K) or (“NPK”)
  • Demand for phosphate-based fertilizers is rising, while existing global phosphate reserves are declining
  • It’s estimated that “peak phosphorus” production will occur by 2030
  • Brazil’s has a substantial shortage of domestically produced phosphate fertilizers; as a result the government considers it to be a strategic commodity

ADVANTAGES OF OPERATING IN THE CERRADO REGION

  • The Cerrado region is home to the largest arable land mass in the world – Majority of future increases in global food production is expected to come from this region

  • The tropical rains in the Cerrado wash away nutrients, leaving the soil poor for farming and needing to be fertilized frequently
  • Cerrado is land locked, therefore making fertilizer imports very expensive
  • Within a 500 km radius of DuSolo’s processing facility:
    • 1.2 million tonnes of phosrock is being consumed every year
    • 585 farms and agricultural centres exist
    • DANF consumption is growing at a compound annual growth rate f 6%
    • No domestic production

Tags: , , , , , ,

Comments are closed.