Company: Replenish Nutrients
Listings: CSE Canada , Frankfurt and US OTC
Tickers: ERTH / VVIVF / WIMN
Market cap at time of publication: $13.64MCAD
Stock price at time of publication: $0.085CAD
Business: Regenerative agriculture
Website: https://replenishnutrients.com/
ESGFIRE’s Comment:
ESGFIRE today applauded portfolio company Replenish Nutrients Holding Corp. on its latest operational update, which announced a near-complete expansion of the company’s Beiseker production facility and showcased Replenish’s industry leadership through an upcoming soil health conference. ESGFIRE emphasizes that these developments are poised to significantly boost production capacity and strengthen Replenish’s market position, aligning with global trends in sustainable agriculture and offering attractive growth prospects for investors.
Beiseker Facility Nearing Full Capacity – Driving Record Production and Growth
Replenish Nutrients has completed ~90% of the upgrades at its Beiseker, Alberta manufacturing facility, with final automation, conveyance, and electrical work in progress. During commissioning, the plant has already achieved output of about 125 tonnes per week, and the company is scaling toward a full run-rate of 2,000 tonnes per month (~500 tonnes per week) once commissioning wraps up and 24-hour shifts are implemented. At full capacity, Beiseker is expected to deliver the highest production and sales in the company’s history, which will significantly bolster near-term revenues while driving down per-tonne costs through scale efficiencies Notably, at the 2,000 tpm level the facility alone could generate an estimated CA$13–16 million in annual revenue with roughly 30% gross margins. To support this ramp-up, Replenish has secured a key maintenance service partner to ensure safe and efficient 24/7 operations.
-Soil Health Conference September 12th as a Strategic Catalyst:
The Soil Health Conference in Calgary on September 12th is more than an industry event — it is a platform where Replenish is positioning itself at the center of the sustainability discussion. With participation from Alberta’s Agriculture Minister, leading financial institutions, and members of the Canadian Alliance for Net-Zero Agri-Food, the conference underscores the company’s credibility and influence. For investors, this gathering validates strong demand for regenerative practices and signals that Replenish is building the relationships needed to accelerate adoption, strengthen revenue visibility, and drive long-term value creation.
ESGFIRE’s Outlook – Replenish Entering a New Phase of Sustainable Growth
ESGFIRE believes that Replenish Nutrients is entering late 2025 from a position of strength, as multiple growth catalysts converge for the company. Key developments underpinning our optimism include:
-Major Production Ramp-Up:
The near-completion of the Beiseker facility upgrade paves the way for output to ramp to ~2,000 tpm, translating into substantially higher sales volumes and improved economies of scale. This expansion is set to drive meaningful revenue growth while enhancing profit margins, marking a pivotal scale-up in Replenish’s commercial operations.
-Innovative Sustainable Technology:
Replenish’s proprietary zero-waste, carbon-friendly fertilizer production process reinforces the company’s status as a leader in regenerative agriculture. In a market increasingly focused on sustainability, this gives Replenish a competitive edge and aligns the business with global initiatives for low-carbon, soil-positive farming practices.
-Industry Recognition and Network Effects:
By spearheading the Soil Health Conference with participation from government officials and industry heavyweights, Replenish is cementing valuable relationships across the agricultural value chain. This high-profile engagement is expected to accelerate market adoption of Replenish’s solutions, improve visibility into future demand, and open doors for strategic partnerships and support (from both public and private sectors).
-Upcoming Catalysts – Licensing & DeBolt Facility:
ESGFIRE is also closely following two major upcoming catalysts for Replenish. The company has previously communicated its intention to pursue licensing opportunities, which we anticipate could soon provide additional recurring revenue streams with attractive margins. In parallel, investors should note the planned DeBolt facility, which when completed is expected to add 50,000 tonnes of annual capacity. At current pricing, this equates to a sales potential of CA$25–32.5 million annually. Applying the same gross margin assumptions as Beiseker (~30%), this translates to CA$7.5–9.75 million in potential net profit, especially since Beiseker alone is, by ESGFIRE, already expected to cover the company’s fixed overhead. This makes DeBolt a highly compelling profit driver and a potential game-changer for Replenish’s financial trajectory once the financing situation for the facility has been determined.
Valuation Perspective – significant upside potential for Replenish Nutrients
Based on the current share count of 160.44 million shares outstanding, ESGFIRE sees substantial upside potential relative to today’s market cap of only CA$13.6 million. With Beiseker at full capacity and DeBolt contributing, Replenish could reach a combined earnings profile of CA$7.5–10 million in annual net profit.
While traditional fertilizer producers often trade in the 8–12x earnings range, ESGFIRE believes Replenish deserves a premium multiple of at least ~15x earnings, reflecting its proprietary zero-waste process, ESG leadership, and higher-growth profile compared to commodity peers.
Applying this framework implies a market capitalization of CA$112–146 million, which translates into a per-share valuation of approximately CA$0.70–0.90. This compares to the current trading price of CA$0.085, highlighting the disconnect between Replenish’s present valuation and its earnings potential.
For credibility, investors should note that this scenario assumes successful financing of the DeBolt facility. Furthermore, the valuation does not account for potential dilution from additional equity that may be issued to fund DeBolt. It also does not include potential revenues from future licensing opportunities. Once more details are communicated by the company, ESGFIRE may revise this valuation accordingly.
Even with these considerations, ESGFIRE believes the upside case remains highly compelling.
Final notes:
Collectively, these milestones strongly reinforce ESGFIRE’s investment thesis. Replenish Nutrients continues to prove itself as a flagship ESGFIRE portfolio holding by combining sustainable innovation with tangible growth in revenue and profitability. We remain as confident as ever in the company’s trajectory. The ongoing Beiseker ramp-up, alongside Replenish’s expanding industry influence and the upside from licensing and DeBolt, foreshadow significant value creation ahead as the company scales its market reach and executes on its vision of regenerative agriculture leadership. ESGFIRE extends its congratulations to Replenish’s management and team on their excellent progress to date, and we look forward to continued updates in the coming months as the company transitions from development into this exciting new phase of accelerated commercial growth.
About ESGFIRE
ESGFIRE is an investment company and research firm that focuses on ESG companies with either an environmentally friendly service or product. ESGFIRE has a performance record of over 1000 % returns since 2018.
Contact details
Website: www.esgfire.com
Group CEO: Filip Erhardt
Email: Filip@esgfire.com
Telephone:+46701609605
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This post is based upon reliable sources, namely regulated press releases from the company, as referred to above. Nevertheless, this post may contain interpretations, estimates, or opinions of the authors, or other non-factual information. If that is the case, this is continuously stated above. Furthermore, any projections, forecasts, or similar are explicitly stated as such.
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