Plant Impact Share Discussion Threads

[bigglesbingham] 29/10/2015 08:43

Bayer CEO Marlin dekkers just been interviewed on Bloomberg and really pushing consolidation particularly in seed enhancement companies. This is a stick on to be bought out. IMHO dyor. I'd suggest £1.40 before it gets too big .

[essential] 28/10/2015 10:03

Looking for a bullish flag to form here

[horace_h] 26/10/2015 11:25

Agree with all - very pleasing after, in my case (and no doubt many of you), six years of waiting.

I'll expect to attend this year's AGM, having been unable to get to the July Investor day.

[essential] 26/10/2015 11:09

Bought into these this morning. Looking technically very strong with this move. Looks to be breaking out of a triangle formation. We shall see

[visionon] 26/10/2015 10:57

Likewise.

A pretty bullish statement about expecting to become Crop Enhancement leader if the current 'globalise and scale' strategy comes off. No pressure then…!

I still believe that 30% CAGR on the share price is possible over the next 4yrs, which would get PIM to around £150m-£170m.

I also like the words "the Group will not lose its habit of disciplined focus, nor that of unwavering diligence in matters of cash spend". Good to keep reminding the BoD of this so that they don't get carried away (which can happen when cash raises are no longer required for everyday costs).

Timbo003. It would be nice if one of us regulars could make the AGM - the feedback about share options from you last year was important. But i agree the timing and location do narrow it down a bit...

[wan] 26/10/2015 07:59

Very pleased with the Results and indeed the commentary regarding growth and R&D.

[here and there] 26/10/2015 07:58

Very happy to see the first ever profit……it has been a very long wait!

really set fair for growth now, a good long term proposition, just hope they don't get bought out before they realise value

[timbo003] 26/10/2015 07:46

PIM's first year as a profitable company, good stuff! However, I'm disappointed with the AGM arrangements this year, I was the only ordinary PI there last year, I suspect there will be none this year.

A 9 o'clock start is ridiculous (even if it's London based), but a 9 o'clock start in Rothamsted, they have to be joking!

The Annual General Meeting will be held on 25 November 2015 between the hours of 9:00 am and 11:00am at Rothamsted Conference Centre, Room 104, Rothamsted, West Common, Harpenden, Herts, AL5 2JQ.

[johnwise] 26/10/2015 07:37

26/10/2015

RNS Number : 3345D

Plant Impact PLC Preliminary Results

[wan] 19/10/2015 08:23

Interesting commentary in the FT -

October 18, 2015 5:13 pm
Bayer open to deals to bolster crop science division
Andrew Ward

“We are very committed to our crop science business and have no intention of selling it,” he told the Financial Times. “The question then becomes do you want to add to it? And I would say, yes, if there are appropriate opportunities we would be interested.”

Full story -

PS...The main cocoa crop in top grower Ivory Coast got underway at the start of this month.

[bigglesbingham] 10/10/2015 10:55

Cheers wan hope your well - keep research coming!

[wan] 08/10/2015 07:27

Same theme, different commentary and very supportive of the sector we are in, not to mention PI's approach to validation -

Published: 07 October 2015

Food security

The Food and Agriculture Organisation of the United Nations (FAO) estimates that agricultural production will need to increase by 70% by 2050 to cope with a possible 40% increase in world population. This translates into an additional 1 billion tonnes of cereals and 200 million tonnes of meat to be produced annually by 2050 (as compared with production in 2010/11).

Biostimulants are among some of the earliest agricultural inputs used by humanity. However, historically little has been done to refine and improve their quality and efficacy.

During the past 10 years, however, an increasing amount of research has been undertaken by producers and their partners to identify new bioactive compounds and beneficial microorganisms and to better understand how biostimulants can enhance crop performance and quality under a wide range of growing conditions.

While biostimulants are still associated by many people with organic farming and organic gardening, they now have an important role to play in conventional agriculture as a complement to crop nutrition and crop protection. Biostimulants in fact can help address some of the most important challenges facing global agriculture.

Given FAO and G7 warnings about the need to increase food productivity 70 per cent by 2050, it is reasonable to assert that food security will become the paramount societal and scientific issue for the foreseeable future. Understanding and addressing the complexity of increasing agricultural production is an urgent task for policymakers, but the biggest threat may not be nature, but the ideological clutter that tends to obscure our vision. What we need to clarify our vision on food supply is evidence – scientifically valid evidence backed by technology.

Full story in The Times -

[wan] 05/10/2015 07:20

Watching the small picture (daily volume and/or share price) risks taking ones eye off of the big picture and ultimate trend -

October 4, 2015 11:51 am
Land the size of Great Britain needed to feed Chinese meat demand
Emiko Terazono

Agricultural land equivalent to the size of England, Scotland and Wales, will be needed to meet the demand of future Chinese meat consumption, as the portion of protein in diets steadily increases, according to a report.

The average Chinese eats about 57kg of meat a year, up by almost a quarter from 2003, when consumption totalled 46kg. This is expected to rise to 74kg in the next decade, pushing up grains and soyabean demand by 94m tonnes for livestock from the current overall usage of 650m tonnes.

The increase in feed demand is also coming from the rest of Asia, where rising incomes are changing diets with increasing meat consumption. Aurelia Britsch, senior commodities analyst at BMI Research, said: “Trade in agricultural products in the Asia-Pacific region is set to soar in the coming years.

Full story FT.Com -

[cerrito] 02/10/2015 11:28

I see that volume yesterday was 184k shares comfortably the highest in the last month apart from Sept 4 when 617k was traded so let's see what volume is today.

[terrys trousers] 02/10/2015 10:36

positive today, just need to keep it up, that and a bundle of luck

[visionon] 02/10/2015 10:28

we should hopefully have final results in w/c 26 October

[wan] 02/10/2015 07:44

Just because there has been a few sells, it does not necessarily mean there is trouble ahead or leaked info! In my view there is a lot of nerves out there which is prompting profit taking (where it is available) and/or simply taking money off the table. There is also possibly some misinterpretation of the fiscal situation in Brazil and the subsequent effects. However, Soy farmers are still thriving there with increased costs due to imported fertilizers and chemicals being more than off-set by improved soybean prices as a result of the weaker Brazilian currency.

Less than a month ago PI reported a positive sales outlook for the 2016 financial year, with substantial growth anticipated in Brazilian markets and not to mention that the directors also appear confident that the first commercial year of Banzai will be successful.

The world needs feeding despite geopolitics and gyrations in the stock market and the Brazilian Soy market is a very large and important global supplier!

[trotterstrading] 01/10/2015 22:30

I'm sure we'll find out soon enough!

[bigglesbingham] 01/10/2015 21:31

Any ideas what the leak would relate to?

[trotterstrading] 01/10/2015 17:14

Smells like a leak!

[bigglesbingham] 01/10/2015 15:13

Maker makers spotted a seller

[mg1982] 01/10/2015 14:50

erm - what the......?

[wan] 01/10/2015 09:10

I was interested to note that Bayer has confirmed at the Farm Progress Show that 2016 will see a nationwide roll out in the US of their soybean seeds. Readers will recall that Bayer extended their exclusivity for Veritas and potentially other products in Plant Impacts product development pipeline to all the Americas -

Company commits to national soybean plan
Sep 29, 2015
Willie Vogt

Bayer CropScience is going full out with Credenz in 2016, it's a major new brand in the soybean market. It's a natural progression as the company builds on success already seen in the cotton, canola and vegetable markets.

Two years ago when attending a global Bayer event, Farm Industry News was the launch of the Credenz soybean seed brand. At the time, the new name was the news, but in the United States, the company's soybean footprint small and predominately in the South where it had acquired Hornbeck Seeds.

Yet as part of its global launch plan, Bayer was on track to expand in the U.S. market, and through the acquisition of germplasm from key sources, they're ready to roll nationwide in 2016. During the Farm Progress Show the company announced it was going nationwide with Credenz seed.

As a global company, Bayer CropScience has acquired germplasm from a number of sources and as you buy seed you'll find choices ranging from Group 0 to Group 7. This has been done in as little as four years, a significant commitment to the soybean seed market.

"We have made the investment in the market, acquiring companies and germplasm to bring this brand to market," says Diego Angelo, global soybean seeds and trait marketing head. "We have a global breeding program and the technology available."

Full story -