Plant Health Care Share Discussion Threads

[pugugly] 21/12/2010 08:19

Looks as though institutions may be continuing to sell. A recent Monsanto review in the press - I think in the FT was concerned about problems.

I am still uncertain if the PHC products are delivering the promised in field results - Does anyone have an farming contacts who have used the products and can advise ?


Also see:-

[pugugly] 06/12/2010 10:14

traderabc:> Very interesting - Thanks - Looks as though Monsanto have too many problems with the Justice department to really worry about a seed additive - bad news (imo) for PHC. Also had a look at some of the other links on the Forbes article and confirmed my view that Monsanto play hardball again (imo) bad news for a very minor player like PHC.

[traderabc] 04/12/2010 08:24

HealthCare


Forbes Was Wrong On Monsanto. Really Wrong.
Oct. 12 2010 - 1:04 pm |

Forbes made Monsanto the company of the year last year in The Planet Versus Monsanto. I know because I wrote the article. Since then everything that could have gone wrong for the genetically engineered seed company....has gone wrong. Super-weeds that are resistant to its RoundUp weed killer are emerging, even as weed killer sales are being hit by cheap Chinese generics. An expensive new bioengineered corn seed with eight new genes does not look impressive in its first harvest. And the Justice Department is invesigating over antitrust issues. All this has led to massive share declines. Other publications are making fun of our cover story

[pugugly] 03/12/2010 15:06

Big volumes going through - A institution appears to be bailing out. I wonder what, if anything they know. Any ideas?

[mthead1968] 01/12/2010 10:13

envirovision, did you have something to add?

[mthead1968] 28/11/2010 19:02

I suggest it means nothing more than no has any confidence in this anymore. Charts only reflect reality, I wouldn't have any confidence in anyone who thinks they can predict anything from a pattern. Agreed about the rights issue. There seem to be enough fund managers keen to risk investors cash on green 'dog' shares though

[envirovision] 28/11/2010 16:43

A falling wedge inside a...falling wedge. What does it all mean ?

[pugugly] 28/11/2010 14:49

mthead1968;> Thanks - Very much my view but they "?? conned theInstitutions into the previous rights issue at £1.50 - I think - OK the institutions are not using their own money but they are supposed to know what they are doing - Ha Ha !!)

However a low ball bid might be the surest way for any Agchem to ensure they got those parts they wanted.

[mthead1968] 28/11/2010 12:50

Too many obstacles for companies like this. They are just not going to be able to break in to the monopoly of the big agchems. The big boys just toy with them until they have either stalled activities while they catch up or copy the useful new technologies themselves. No point in bidding for these when they can just pick up the pieces when they fail on their own account?

[pugugly] 26/11/2010 13:34

continuing to fall - Now 64p bid - Is there any future for the company or could it fall to a low ball bid from a seed company ? (by low ball I mean sub 50p)

anyone still forllowing any views - Cash buning and no sign (imo) of profitability

[pugugly] 04/11/2010 16:00

Looks a right dog - Nearly back to float price. Anyone who follows closely know whether it is the Products failing to perform in a cost effective manner in commercial rather than laboratory trials (in which case probably fatal) or Manaegment in which case all we need to do is change them ??

[matt123d] 04/11/2010 13:20

Short here, one of the worst performing stocks on the market at present.

FTSE up nearly 2% and this is negative!

[mdrans1] 07/10/2010 11:56

The cover feature in this weeks Shares magazine is "Top of the crops - Five ways to play rising commodity prices"

PHC is one of their five.

"Tom Sieber looks at the global agriculture industry and highlights how investors can best harvest bumper returns going forwards."

[envirovision] 09/9/2010 10:00

Well Gartmore took more stock in the end to now hold 12%, if im not mistaken Henderson all took stock. Meanwhile the company continues to press ahead with a sugarbeat application partner.

I do get the impression it will all come good in the end.

[mdrans1] 17/8/2010 08:39

"The challenge for Plant Health Care was to ensure that distributors, which would now regain control over seed treatment, employed Harpin, Mr Brady said.

"We feel distributors will be more willing to pay for Harpin $1-1.50 an acre than the $10 an acre" for Monsanto's full Acceleron treatment, he added.

Additional prospects

Mr Brady also highlighted that, with Harpin now eligible for application to all Monsanto soybean seed and for cotton rather than just Roundup Ready 2, it could potentially be applied to 40m-45m acres.

This year, about 6m acres were planted with Roundup Ready 2 soybeans, compared with a Monsanto target of 10m acres."

[envirovision] 16/8/2010 12:11

Looks like the BOD really do a good job here, but are frustrated by the fortunes of their partners. Moreover, they are unable to provide an increase in confidence at all for 2011 and hence the market is not happy by this half year report.

[coincall] 14/7/2010 18:10

More insti stake building tomorrow? £222k @ av £1.80 today

[ukinvestor220] 01/7/2010 14:12

* Monsanto, the US agricultural technology group, reported a 45 per cent drop in quarterly net profit income.

So they arent selling much then it seems.

[coincall] 18/6/2010 15:27

CEO doing a series of presentations to institutions yesterday and today.

[envirovision] 18/6/2010 14:11

LOL looks like an error, they printed it the wrong way round, a citywire error.

[ukinvestor220] 18/6/2010 13:24

its from citywire:

[envirovision] 18/6/2010 12:03

ukinvestors please post, as Evolution are the House broker. This is what they said 2 days ago.

16th June 2010.

At Evolution, analyst Philip Sparks said that the "slow start" for Roundup Ready 2 would prompt him to cut to 50m acres, from 80m acres, his forecast for the amount of next-generation seed coated with Harpin that Monsanto will sell in 2015. "Harpin and Roundup Ready 2 are valuable products, but Monsanto may need to rethink how they are marketed to farmers," Mr Sparks said.

He reduced his rating on the stock from "buy" to "hold".

[ukinvestor220] 18/6/2010 10:50

* Evolution upgrades Plant Health Care to buy from hold

[watchout2] 18/6/2010 10:50

17p up a share , what to do, take profits or ride ??