Added to YB: 2026-08-28
Pitch date: 2026-08-26
ERTH.CN [bullish]
Replenish Nutrients Holding Corp.
+8.77%
current return
Author Info
No bio for this author
Company Info
Replenish Nutrients Holding Corp. manufactures and sells fertilizer products in Canada. It operates in two segments, Fertilizer and Power.
Market Cap
CAD 74.3M
Pitch Price
CAD 0.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
-27.88
P/E
-4.91
EV/Sales
11.66
Sector
Chemicals
Category
growth
Quick pitch on $ERTH.CN my largest position (4x ramped EPS + long runway)
ERTH.CN: Replenish Nutrients remains the largest position at 12%, with a ~16c cost basis, after being increased when partner financing left it well capitalized. Three capital-light partner plants are due online in Q3/Q4, supporting estimated fully ramped, fully diluted earnings of ~7.2c per share and a valuation of about 4x ramped earnings. Farmers Union Enterprise offers a long runway beyond its initial coverage of less than 1% of member acres; each additional 100,000-metric-ton plant could add ~6.3M of gross profit against a 59M market cap.
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