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PIM Plant Impact

10.45
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Plant Impact LSE:PIM London Ordinary Share GB00B1F4K366 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 10.45 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Plant Impact Share Discussion Threads

Showing 3926 to 3950 of 3950 messages
Chat Pages: 158  157  156  155  154  153  152  151  150  149  148  147  Older
DateSubjectAuthorDiscuss
19/4/2018
07:37
''The probability of transmission to cattle, sheep, goats and humans consuming infected meats — and crops, from corn to cabbages, contaminated by infected deer feces and urine — is considerable.''


I have been looking at what I consider to be a massive problem for world health

Namely prions

They caused CJD and vCJD in humans via eating prion contaminated beef that had BSE which was a prion disease ... no cure exists , and now in the USA there is CWD which is a prion disease akin to BSE

Worrying enough as this is , plants can also be infected by prions

ie soya for one, which is grown across many states of the USA

There are a few mistakes and developments in the link below

25 states in the USA are affected by CWD , also 2 provinces in Canada , plus it now has been found in Norway, Finland (last month) and also South Korea.

THE WORLD HEALTH Organization, the CDC, Health Canada, and the departments of health and natural resources in Wisconsin and other states including Minnesota, Colorado, Mississippi, Illinois, North Dakota, and South Dakota aren’t waiting for more studies: All recommend that no one eat the meat of any prion-infected deer.

In April 2017, Canada’s Bureau of Microbial Hazards posted an advisory entitled, “Potential Human Health Risks from Chronic Wasting Disease.”

The reason: CWD has been transmitted in the laboratory to cynomolgus macaque monkeys. Both infected brain and muscle tissues were found to transmit disease. The probability of transmission to cattle, sheep, goats and humans consuming infected meats — and crops, from corn to cabbages, contaminated by infected deer feces and urine — is considerable. Concerted action is called for at this time to prevent such a potentially catastrophic eventuality.



This IMO is well worth a read

buywell3
13/4/2018
06:58
I have deployed some of my PIM funds into PHC and Eden.

Best wishes to all readers, but it's over and out here!

wan
26/3/2018
08:29
Yep - confirms the simple fact that we bankrolled the PI guys and then got sold down the river - over to Bayer to tie up with Croda now that the spadework was done by PI
glenglen
22/3/2018
07:15
I note that late yesterday, the European Commission conditionally approved Bayer's proposed acquisition of Monsanto.
wan
21/3/2018
13:54
Yep indeed - main less on to not repeat being shafted by the smart talk of these sorts of people, Well done PI board - to repeat what I said previously and to quote Frank the MP re Carillion - you're ok huh?
glenglen
21/3/2018
13:46
With the resolutions approving the Scheme passed today, we are close to things being wrapped up here, and with some important lessons learned, it's nearly time for pastures new!
wan
21/3/2018
07:25
New website for Fortalis in Argentina -

hxxp://www.fortalis.com.ar/index.html

wan
16/3/2018
07:40
Plant Impact's latest vacancy refers prospective applicants to the deal with Croda -

US Technical Manager

Croda made an offer for all of the share capital of Plant Impact on 16 Feb 2018 and this offer has been recommended to shareholders by the Pi Board. The offer process will not be finalised until 28 March, but we have been advised that we can expect to become a subsidiary of Croda from that date. Croda are behind the high performance ingredients and technologies in some of the biggest, most successful brands in the world: creating, making and selling speciality chemicals that are relied on by industries and consumers everywhere. They have 4,200 staff working in 36 countries worldwide and are listed on the UK stock market at a FTSE100 company. More information about Croda can be found at hxxps://www.croda.com/en-gb



It's a shame shareholders didn't get to experience PI's US expansion proper!

I note that Bayer still has a lot to do......if they can in fact do enough -

Bayer Monsanto Deal Still Facing Antitrust Issues
Bloomberg
March 15, 2018

Bayer AG’s plan to win antitrust approval for its takeover of Monsanto Co. hasn’t satisfied U.S. officials who are worried the merger could hurt competition, according to two people familiar with the matter.

Full story -

wan
14/3/2018
10:02
OH - and of course Peel Hunt will back the Croda package - more fees for them
glenglen
14/3/2018
10:00
As I have already implied it is somewhat coincidental and ironic that there is suddenly an upsurge in interest/commercial activity in the PI products which for the last two years seem to not have existed until Bayers apparent pull out - something is not right here - does anyone else have the feeling of being shafted or am I the only one?
glenglen
14/3/2018
08:21
Exbroker....And then in any case we have the Court decision. It will be interesting to see if Croda have to implement the Offer by way of a Takeover Offer.

Is there enough time for Bayer to reconsider/make a decision?

I note that the most read page on Bayer's research magazine website is Crop Efficiency -

wan
13/3/2018
16:52
Peel Hunt have been calling the bigger holders to make sure they vote in favour of the deal.
exbroker
09/3/2018
10:49
I still find it confusing though!
wan
09/3/2018
10:46
Think I have just worked it out, Fortalis is a different tversion of Veritas.

I blame it on the strong pain killers, I am currently laid-up after a very nasty cycling accident.

wan
09/3/2018
10:26
Bayer's twitter page -
wan
09/3/2018
10:06
Recall from the AGM Trading Statement -

In Argentina we are gearing up for the launch of the first full season of Fortalis® sales as a Plant Impact branded product. Arrangements are being put in place with local partners to provide distribution capability across the key soybean growing regions.
(END)

We know that the distribution was since also put in place.


So, I find the following, where Veritas is branded as a Bayer product, sitting at odds with our current understanding!

1 hour ago
Veritas takes a starring role at #BayerTec2018 Argentina

wan
06/3/2018
09:34
All this news about marketing in the US and by all accounts now everything is rosy with Fortalis whatever makes me suggest Croda are the ones who will benefit from this apparent surge in interest and hey, if it does not work out in the greater scheme of things they can absorbe what for them is a punt. Likewise my investment at a higher price was a punt - the board of PI unfortunately have the last laugh at our expense methinks. As Frank Field said to the Carillion directors - you are alright. C'est la vie....
glenglen
02/3/2018
09:57
I note that marketing for Fortalis is now being expanded in the US -

Plant Impact Launches Fortalis Foliar Spray For Soybeans
Margy Eckelkamp
March 1, 2018

In U.S. field trails from 2015 to 2017, when Fortalis was tank mixed with a foliar fungicide, there was a 4.8 bu. increase. (Plant Impact)

After its initial commercial launch in 2017, Plant Impact is expanding its marketing of Fortalis, a yield-enhancing foliar spray.

Full story -
hxxps://www.agprofessional.com/article/plant-impact-launches-fortalis-foliar-spray-soybeans-0

wan
01/3/2018
17:34
I have covered PI's partnership with Olam previously and note that PI has today highlighted significant recent trial results for Banzai -

Ivory Coast in partnership with @Olam confirmed a 47% yield increase – that brings our 4 year average to over 40%!

Product trials over 4 years have delivered a 40% yield uplift from BANZAITM, the first proven crop enhancement foliar spray for cocoa

Over 40%* more yield, more cocoa, more profit for small-holder growers
*4 year average (latest 2017 trials showed a 47% uplift in yield)


If this data is new and post Croda's Offer, does this warrant the terms being revisited?

Will this pique further interest in PI from Arysta (Arysta are PI's exclusive distributor for Banzai)?

wan
01/3/2018
17:28
Exbroker...I take your point about having the capacity to finance the development. There are clearly other players that could pick up the sales batten, integrate the R&D and achieve various synergies etc.

Unfortunately I still did not break-even, but at least my potential losses have been reduced.

What I find quite interesting in Corda's Offer, is that they will decide only what exactly to do with Plant Impact 'after' the completion of the Offer. Only then will they undertake an exercise to evaluate the market positioning and strategy of Plant Impact and how best to integrate Plant Impact, its activities and employees etc. To my mind this also appears suggest that the deal is a very good one for them, some might say a no-brainer! For the full details of this particular point, I would direct readers to PART 1, LETTER FROM THE CHAIRMAN OF PLANT IMPACT, page 10 point 4 & 5 of the Scheme Document (which I have read completely).

Mthead...I have corrected you on a number of occasions (as well you know), and although you are right about the strategy failing, in my view this was only because a turn of events has meant that shareholders will not get to realise the fruits from the near term (imminent?) product development pipeline, which arguably would have addressed being so reliant on one particular product/partner.

wan
01/3/2018
13:05
Wan, I have been right about the failure of the BoD to address a failing (now failed) strategy. All you have done is encourage investors that all was rosy in the garden. If anyone has been proven wrong, it is most emphatically you. The business has failed, some of us saw it coming and you clearly did not.
mthead1968
01/3/2018
12:58
It’s not about the wherewithal to fund another offer its the depth of pocket to fund development and any synergies and eradication of duplicated overheads.
Wan well done on your cheap purchases, I hope that you have at least broken even, you have added to knowledge on the board thank you.

exbroker
01/3/2018
11:45
Glen...The Offer is for 10.57p, but I hear where you are coming from.

My main thrust of course is that Croda will be getting the benefits of all the existing products, plus a near term pipeline that appears to be offering material upside for a bargain price, which I appreciate is also being driven by the critical time factors involved, hence the Board has recommended it. So, I will be hanging on for the full offer, but also in the hope that an improved offer may materialise.

Mthead...Well, at least I had the wherewithal and good judgment to add materially at 5.5p/5.75p when you were doing your best to frighten readers half to death. Let's hope that you are now also wrong about an increased offer!

wan
01/3/2018
11:04
Quite right glenglen. And the overwhelming likelihood is that there will be no offer forthcoming from anyone else. Shame Wan hasn't got the wherewithal to fund an offer himself.
mthead1968
01/3/2018
10:59
Wan - all your posts read well and are "selling" PI. The problem I and everyone else has is the fact that we are getting 10.75 p a share so if Veritas does anything it won't be us getting the benefits.
All this proves, in my view, is that the last few years we were keeping certain people in well paid jobs whilst they played games under microscopes and the like.
Now if someone comes in and says "hang on - this company is worth more than 10.75 p a share and to get some of this action I am prepared to pay say over 50p per share" then let's talk................. Until then who cares....

glenglen
Chat Pages: 158  157  156  155  154  153  152  151  150  149  148  147  Older

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