Replenish Nutrients Holding (ERTH) Planet MicroCap Showcase: Toronto 2026 summary

Product and agronomic approach

• Fertility product positioned as better at the same cost; designed as a soil probiotic with more than 1,000 identifiable living microbes.

• Product philosophy centers on balanced soil nutrition and supporting the soil ecosystem, rather than relying solely on chemical inputs.

• Portfolio uses elemental sulfur and rock phosphate; mined phosphate rock also supplies calcium, magnesium, iron, copper and other nutrients.

• Production uses the full rock input with zero wastewater, which management said can simplify facility permitting and licensing.

• Products are OMRI-listed; two of three are 100% organic, while one is limited by cadmium content in its rock phosphate.

Operations and growth plans

• Beiseker granulation facility moved to 24-hour production; Hutterite tolling facility was producing 800 tons per month, with operational adjustments ongoing.

• Crookston, Minnesota, facility was running one of four lines; full capacity of 5,000 tons per month was anticipated by year-end or early Q1.

• Management projected an ~180,000-ton annual run rate by next year and stated production could ultimately exceed 150,000-300,000 tons annually.

• Farmers Union Enterprises built the Crookston facility; management described a phased expansion opportunity across its five-state footprint and 70 million member acres.

• Potential future facilities are being considered in California, Brazil or Saskatchewan, subject to suitable opportunities.

Capital and commercial outlook

• More than CAD 15 million of capital was raised since the prior investor meeting; management said funding covered the next project.

• A strategic investment from SRC Agrominerals also added activated calcium as an ingredient; management said it improved product efficacy.

• Management cited quick planning assumptions of CAD 600 average revenue per ton and a 20% margin.

• Retail sales gained traction through Federated Co-op stores and in British Columbia; commercial sales use independent distribution hubs.

• Management targets independent distributors, describing Nutrien, Mosaic and Simplot as controlling 60% of the market and making their own products.