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Plant Impact Share Discussion Threads
Showing 3226 to 3248 of 3250 messages
|TT...A re-read of the trading statement is a good starting point, with the main thrust being that a high percentage of expected annual sales has already been secured.
In my book, that equates to giving good exposure to the upside at relatively limited risk. Upside could therefore come from a good (or even better) entry into Argentina and indeed the important US market. A commercial return on TG-101 might also provide for greater upside...depending on the commercial terms, or indeed direct market entry!|
|There could alway be the announcement of a bayer type arrangement but the timing cannot be predicted. You've got to be in it to win it.|
|I am not expecting anything that will move the dial in terms of the share price till late March when we will get the interims to Jan 31 17 with the key info of sales to Brazil and how things have started in Argentina|
|Hi All, happy New Year! I've had PIM on my watchlist for the last 12 months, but the share price is badly lagging expectations? Does anyone have an idea of near-term share price catalysts please?|
|latest from USDA and sounds positive
Beginning in mid-December, locally heavy rain
provided timely moisture for germination of newlysown
summer grains, oilseeds, and cotton throughout
Argentina, though pockets of dryness persisted in
southern-most growing areas. Winter grain
harvesting was winding down, aided by dryness
earlier in December. In Brazil, frequent, generally
near-normal rainfall benefited corn and soybeans in
southern production areas. Drier conditions
developed farther north, aiding harvesting of earlyplanted
soybeans in Mato Grosso but limiting
moisture for soybeans and cotton farther east.|
|Unless there is some good news this will fall below support at 43p looks like the market sees PIM as overvalued?|
|Are you talking about the staff splitting a running???|
|Well it's been worth the wait!!|
|Stable stock will only move on news and results|
|Why is share price static for such a long time?|
|Absolutely - nice spot. Happy new year|
|Normally I take great exceptions to AGM's at 9am in not too easy to get to places-especially in term time with the school traffic- but as they say with the amount of time they gave us in the summer in this case I am relaxed.|
|Thanks for the reply timbo, I bought back in yesterday and only 30 mins from Harpenden.|
9.00am in central London is bad enough (as per 2014 AGM which I attended), but 9.00am at Harpenden is beyond the call of duty. I doubt if they had any ordinary PI's attend.
I have bought up the subject of 9 o'clock starts with them before: Their view is that they hold an annual open day (held in the summer with a friendly start time) where shareholders have a full debrief from the directors on the state of the business and there is plenty of time to ask as many questions as they like, so they would prefer not to repeat in the middle of winter where shareholders would be less inclined to attend.|
|Did any of the guys on here go to the AGM?|
|One measure I use to get a feeling of how committed the shareholder base is to the company is to see the turnout figures for the AGM voting. 27m out of 81m were voted..surprisingly low to me given that the top 8 shareholders have 53% of the votes.|
|An encouraging update and the increase in share price well warranted.
I had been under the impression that the spraying season at least in Mato Grosso was already well under way and thus was interested to read that about to begin.|
|According to USDA him upstairs still supportive per their Dec 9 report
2 - SOUTH AMERICA
In Argentina, drier-than-normal conditions prevailed
during much of November, encouraging summer crop
planting as well as drydown and harvesting of winter
grains. However, moisture was becoming limited in
some southern production areas for soybeans and
other secondary crops. In contrast, frequent,
occasionally heavy rainfall maintained overall
favorable prospects for soybeans and cotton in major
production areas of central Brazil. Generally drier
conditions prevailed in southern Brazil, although
timely showers and a general lack of stressful heat
benefited vegetative to reproductive first-crop corn
|An excellent start to the new financial year, which sets us up nicely given that revenue from outside Brazil is also expected to grow over the financial year.|
|The key bit of news in the short term is US trial data and veritas equivalent launch in the spring. F1, S1 and W1 seem some time away. Veritas had 3 years of trialling in situ and at a reasonable scale before product launch…..|
here and there
|Sticking with what I can recall and can indeed reference;
From the Results in 2014
The Group has set in motion development and marketing plans to develop a complete portfolio of new Crop Enhancement products for the soy and wheat crops over the 2013-2018 period.
The Group currently plans to bring new soy and wheat products to commercial pilot as early as 2016.
From the Results in 2016
In 2015 we announced a multi-year, GBP11m investment programme. This is aimed at the development of new products and technologies to improve the yield and resilience of soybean and wheat production, as well as the geographic expansion of our commercial footprint to important American markets for these crops, such as the United States and Argentina. To date we have invested around GBP4.0m of the total GBP11m planned. Our objective, on completion of the programme, is to have developed and successfully commercialised a portfolio of products in our target crops and territories which generate sufficient surplus cashflow to organically fund additional technology research. Of the GBP4.0m of the programme spent to date, around half has been spent in developing and commercialising existing technologies, with the balance invested in new research.
Consistent with this programme and with our second strategic imperative, "globalise and scale", in February, we launched commercial operations in North America based from the Research Triangle Park area of North Carolina, the agricultural technology hub of that region. The Group has long-established distribution relationships in Mexico and Canada, and this new commercial operation is to introduce our products to the United States soybean market, which slightly exceeds Brazil as the largest in the world. We anticipate introducing our technologies into this market in the 2017 growing season, pending the outcome of a significant 2016 grower field trial programme on more than one hundred commercial farms across the United States. These trials are expected to confirm that the yield enhancements we have seen from our technology in Brazil are repeatable in the different growing conditions that exist for soybean growers in the United States.
In July 2016, we announced the launch with BCS of a second generation soybean product Fortalis(R) for the Argentinian market, which, after Brazil and the US, is the third largest of the world's soybean growing areas. This is a further extension of our relationship with BCS and represents an important step in globalising the soybean crop enhancement technology that we have been commercialising over the last three years.
Further R&D activities in line with the investment programme have seen progress made on "F1" and "S1", our second and third soybean crop enhancement product prototypes and "W1" our first wheat product prototype. These products have undergone additional formulation, glasshouse and field trials during the year which have in each case progressed their development. The activities are on course for commercial piloting and launches in the coming years at which time we will announce trade names.
So W1 (wheat product) has slipped a little, but I am comfortable with a bit of slippage given that with products coming through R&D this is not out of the ordinary.
Given the overall growth and progress to date I am very pleased, and remain confident in the management delivering further.|
|h&t. Ironically, the company Marks set up after his departure appears to have a whole boatload of new technology. I have been following their twitter feed.
|My problem with PIM is they have yet to come up with a product that did not originate from its founder David Marks who was the brains behind all the technology that is now deployed…..he was kicked out/left 5 years ago.
2 years ago they promised us 4/5/6 new products over the next few years…as yet nothing…..save Banzai which had been developed and tested many years ago|
here and there