Brazil Potash (GRO)
Develops a Brazilian potash mine and logistics system for domestic fertilizer supply.
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Develops the Autazes underground potash project in Brazil to produce granular potassium-chloride fertilizer for domestic agricultural markets. Planned sales rely on long-term offtake arrangements and river-based logistics, while the company remains pre-revenue pending construction, financing and regulatory execution.
Develops the Autazes project in Amazonas, Brazil: an underground potash mine, processing plant and river-port system intended to supply granular potassium-chloride fertilizer to Brazilian farmers. Operations are run through Potássio do Brasil, while the Canadian parent maintains its corporate office in Toronto.
Plans to sell primarily through long-term take-or-pay agreements, with Amaggi, Keytrade and Kimia providing contracted routes to market. The intended domestic network moves product by truck, river barge and inland distribution toward agricultural regions, including Mato Grosso; pricing is tied to Brazilian granular-potash market benchmarks.
Remains pre-revenue while engineering and financing work progresses. Construction and future sales depend on the mining concession, continuing licenses, land access, consultation and litigation involving Mura communities, completion of shafts and related infrastructure, and contracted logistics.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 21, 2026 | Canaccord Genuity | Target | Target: — | Target: $5 |
| Jun 16, 2026 | H.C. Wainwright | Target | Target: — | Target: $4.75 |
| Apr 29, 2026 | Roth Capital | Target | Target: — | Target: $5.25 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $107.4M · Total debt $697.2K · Total assets $323.0M · Shareholders' equity $305.5M
- Revenue
- $0
- Operating income
- −$4.6M
- Net income
- $10.5M
No dividends on record.
| Institutions | 20.72% | 12.70M ADS | |
|---|---|---|---|
| 39 holders · as of Jun 30, 2026 | |||
| Other | 79.28% | 48.59M ADS | |
| remainder | |||
61.29M ADS as of Sep 2, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count has not been confirmed by a second filing; stakes use it as it stands.
Some positions are filed in underlying shares, not receipts; the ratio is unknown, so no percentage.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Awm Investment Company, Inc.Institution | 8.16% | 5.00M ADS | as of Jun 30, 2026 |
Alyeska Investment Group, L.P.Institution | 5.54% | 3.40M ADS | as of Jun 30, 2026 |
Bastion Asset Management Inc.Institution | 2.58% | 1.58M ADS | as of Jun 30, 2026 |
Hollencrest Capital ManagementInstitution | 0.62% | 378,460 ADS | as of Jun 30, 2026 |
First Manhattan Co. LLC.Institution | 0.49% | 300,000 ADS | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
