ESGFIRE Highlights Replenish Nutrients Licensing Opportunities and Product Innovation in Strong Q2 2025 Update

ESGFIRE Highlights Replenish Nutrients Licensing Opportunities and Product Innovation in Strong Q2 2025 Update

Company: Replenish Nutrients Listings: CSE Canada Frankfurt and US OTC Tickers: ERTH VVIVF WIMN Market cap at time of publication: $13.64 MCAD Stock price at time of publication: $0.085 CAD Business: Regenerative agriculture Website: https:replenishnutrients.com

ESGFIRE's Comment:

ESGFIRE today commended portfolio company Replenish Nutrients Holding Corp. (CSE: ERTH,OTC:VVIVF) on its second quarter 2025 financial results and strategic business update, emphasizing the company's exciting new growth avenues in licensing opportunities and product innovation.

Replenish Nutrients announced that it is advancing discussions to develop a pelletized version of its proprietary fertilizer and exploring licensing agreements to distribute both granulated and future pelletized products. These initiatives could significantly expand the company's market reach while generating attractive incremental cash flows – without requiring major new capital investments. For investors, this represents a compelling near-term catalyst that can accelerate adoption of Replenish regenerative fertilizer technology across broader geographies and distribution networks and which could lead to a monumental revaluation of the company within shortly.

At the same time, the company reaffirmed that its CA$7 million ERA grant for the planned DeBolt facility remains available, contingent upon securing remaining financing. This non-dilutive funding underscores the project's importance and reduces risk for Replenish's next major expansion phase.

Alongside these strategic developments, Replenish reported improving Q2 revenues, stronger gross profit margins, and reduced operating costs, driven by higher volumes and favorable pricing. The recently commissioned Beiseker granulated fertilizer facility is already producing at strong margins, with output expected to ramp toward its full 2,000 tonnes per month capacity in the coming months – representing a CA$13–16 million annual revenue run-rate with approximately 30% gross margins.

ESGFIRE believes Replenish Nutrients is entering the second half of 2025 from a position of strength, with multiple catalysts converging:

  • Licensing and partnership opportunities to accelerate distribution.
  • Product innovation via pelletized fertilizer, broadening market applications.
  • Ongoing production ramp-up at Beiseker , driving cash flow and profitability.
  • Strategic funding support through the ERA grant for the DeBolt project.

In light of the improved financial performance and the promising pipeline of initiatives, ESGFIRE remains as optimistic as ever about Replenish Nutrients' future. The strides made in Q2 2025 – from stronger financial metrics to the nearing completion of a major production facility and the exploration of accretive partnerships – all reinforce our investment thesis. Replenish Nutrients has proven itself to be a flagship ESGFIRE portfolio holding by uniting profitability with sustainability in its business model. We believe these latest milestones foreshadow significant value creation ahead, as Replenish continues to expand its market reach, execute on its growth projects like DeBolt , and unlock new revenue streams through product innovation and licensing. ESGFIRE congratulates Replenishes management and team on their excellent progress and looks forward to continued updates in the coming weeks and months as the company transitions from development to a phase of accelerating commercial growth.

With regenerative agriculture rapidly gaining global momentum, Replenish Nutrients' proven technology and scalable business model position it as a rising leader in sustainable farming solutions. ESGFIRE congratulates the company's management on this excellent progress and looks forward to continued growth updates.

Legal Disclaimer

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.

The author holds shares and/or other securities of these companies and the relevant companies may or may not have paid the author for content posted on this website. This may impact the content on the website. Because of the above, ESGFire urges the visitors to always analyze all the posts critically in an objective manner, e.g., concerning the reliability of the relevant source and of what constitutes the authors' personal interpretations. The visitor is hereby reminded that the post does, as set forth in the Post, contain interpretations, estimates, or opinions of the authors. This post was written by Filip Erhardt , at ESGFIRE, published August 6th by Filip Erhardt .

Investing in stocks is combined with certain risks and it is possible to lose your entire investment. Our posts are made for educational purposes only and are not to be interpreted as tips, financial advice or recommendations of any kind to either buy or sell any stocks.

Contact Details
Website:
www.esgfire.com
Group CEO: Filip Erhardt
Email:
Filip@esgfire.com
Telephone:+46701609605

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SOURCE EarthRenew

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EarthRenew

EarthRenew

Overview

EarthRenew Inc. (CSE:ERTH) transforms livestock waste into a high-performance organic fertilizer to be used by organic and traditional growers in Canada and the United States. Located on a 25,000 head cattle feedlot, our flagship Strathmore plant is capable of producing up to four megawatts (MW) per hour of low-cost electricity powered by a natural gas fired turbine. The exhausted heat from the turbine is used to convert manure into certified organic fertilizer.

Currently the company is focused on exploring ways to add value to its fertilizer base products. In April 2020 EarthRenew announced a partnership with CCm Technologies to develop and test new organic fertilizer product formulations. Using EarthRenew’s feedstock as a base, CCm has been able to produce a 7-1.7-2.2 NPK ratio organic fertilizer product. Moving forward EarthRenew intends to incorporate CCm’s technology into its own process in order to continue to enhance its end products. New formulations can provide several benefits, namely the ability to service a broader range of crops.

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Turning Waste into Profit

REPEAT - EarthRenew to Acquire Stake in Replenish Nutrients Ltd., a Leader in Crop Inputs and the Soil Solution Space

Highlights:

  • EarthRenew intends to acquire an approximately 38% interest in Replenish Nutrients, a leading regenerative fertilizer and nutrient formulation and marketing company
  • This transaction will support the marketing and distribution strategy for EarthRenew, providing access to regenerative agriculture markets in Western Canada and the United States (North Dakota and Montana)
  • The Replenish Nutrients team will also support the engineering and operations of EarthRenew's Strathmore facility given their previous history with the design and operation of this facility when originally built

EarthRenew Inc. (CSE:ERTH) ("EarthRenew" or the "Company") is pleased to announce that is has signed a non-binding letter of intent effective December 11, 2020 (the "LOI"), pursuant to which, subject to execution of a definitive agreement, completion of customary conditions precedent and regulatory approvals, the Company will acquire (the "Proposed Acquisition") 38% of the issued and outstanding shares of Replenish Nutrients Ltd. ("Replenish Nutrients", or the "Target"), a privately held regenerative fertilizer and nutrient company located in Okotoks, Alberta, from certain of its existing shareholders (the "Vendors"). The Proposed Acquisition plays directly into the Company's objective to offer a suite of soil health solution growth assets.

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REPEAT - EarthRenew Announces Long-Term Soil Health Field Demonstration Trial

Highlights:

  • The trial is being conducted on a 20-acre field plot in west central Saskatchewan
  • 1.6 tonnes per acres of EarthRenew's GrowER product was applied to the plot
  • The demonstration trial is intended to measure improvements in crop yield, soil acidity, soil organic matter and farmer profitability

EarthRenew Inc. (CSE:ERTH) ("EarthRenew" or the "Company") is pleased to announce that it has started a long-term soil health demonstration trial with an agronomist at a farming operation in west central Saskatchewan in the "dark brown soil zone". Soils in the dark brown zone are part of the cooler, wetter mixed grassland ecoregion and have a higher amount of Soil Organic Matter content, darker soil color and thicker soil development.

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REPEAT -- EarthRenew Announces Lease Renewal and Feedstock Agreement for Its Flagship Facility Co-Located at Cattleland Feedyards' Site

Highlights:

  • EarthRenew has renewed its lease of 2.92 acres of the Cattleland Feedyards site located in Wheatland County, Alberta, East of Calgary, for a 9-year term, with eight 5- year extension option s
  • The feedstock agreement included in the lease agreement secures a minimum of 40,000 tonnes of wet manure feedstock annually, which we estimate can be used to generate up to 18,000 tonnes of EarthRenew organic fertilizer
  • Cattleland Feedyards expects savings of up to $500,000 annually by taking advantage of the unique on-site waste management solution provided by EarthRenew

 EarthRenew Inc. (CSE:ERTH) ("EarthRenew" or the "Company") is pleased to announce that on November 25, 2020 it entered into a new 9-year lease agreement effective October 1, 2020 and expiring September 30, 2029, including eight 5-year extension options, with Cattleland Feedyards Ltd. ("Cattleland Feedyards"). The leased property is located in Strathmore, Alberta at Cattleland Feedyards' 25,000 head feedlot. We estimate that the feedlot can provide EarthRenew with over 50,000 tonnes of wet manure per year. The lease also ensures a long-term solution for manure management at Cattleland Feedyards.

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REPEAT -- EarthRenew Announces Sale of Product to an Alberta Leader in Wellsite Reclamation and Appointment of Key Management

Highlights:

  • EarthRenew sold 25 tonnes of its GrowER fertilizer to NorthWind Land Resources Inc. to use in an oil wellsite reclamation project near Red Deer, Alberta
  • NorthWind applied 7.69 tonnes per acre over a three - acre site to address soil compaction issues that limit vegetation regrowth
  • EarthRenew's GrowER fertilizer can enhance microbial activity, improve soil health and facilitate the growth of new vegetation and help address the major environmental issue around oil well cleanup

EarthRenew Inc. (CSE:ERTH) ("EarthRenew" or the "Company") is pleased to announce its first fertilizer sale in 2020. The Company sold 25 tonnes of its organic fertilizer product to NorthWind Land Resources Inc. ("Northwind"), a land reclamation company. The fertilizer is being used by NorthWind at an oil wellsite reclamation project near Red Deer, Alberta.

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REPEAT - Engineering Update for EarthRenew Strathmore Facility; Live Webinar on Tuesday, November 17th

Highlights:

  • INVESTOR WEBINAR: TUESDAY, NOVEMBER 17TH AT 2PM ET (12PM MST)
  • Detailed engineering design is nearly complete
  • Majority of the major equipment purchases are underway
  • Our u pdated schedule anticipates construction contract award before the end of the year, with construction activities on - site beginning early in 2021
  • Discussions have begun with potential construction contractors
  • The project will be constructed using a two-phase approach. The first phase will see the installation of drying and mixing machinery , which together will produc e a bulk - dried mix product. The second phase, to commence in the future, will include the implementation of pelletizing or granulation technology, and CC m ' s upgrading module.

EarthRenew Inc. (CSE:ERTH) ("EarthRenew" or the "Company") is pleased to provide an engineering update on our Strathmore facility recommissioning project. Laporte Engineering Inc. is nearing completion of the detailed engineering design. In addition, major equipment orders required for the recommissioning process are underway. Our updated construction schedule anticipates a construction contract award by the end of the year, with construction activities on-site beginning early in 2021. Discussions are under way with potential construction contractors and EarthRenew expects to make a selection in the coming weeks.

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