Plant Impact Share Discussion Threads

[bigglesbingham] 12/1/2016 06:30

Very good post again Wan , the more I follow and look at this stock the more I feel it will be taken out ( at a significant premium). I set my sights on £1.40 to £1.70 over three years. But those figures or based on gut and brukaker's persobal reward package.

[wan] 11/1/2016 09:03

Some will recall the Chairman's remark regarding the relationship with Bayer; "Suffice to say, the ambitions of both partners are well aligned. For Bayer CropScience, it is for a full range of crop enhancement products in combination with their superior crop protection package. If we achieve this together it will project them emphatically to the top as a soy solutions company. With the weight and coverage of the Bayer CropScience sales team in Brazil behind Veritas(R) and other Plant Impact products in development, we expect our business to grow such that we will become a global leader in crop enhancement, first in Brazil and then elsewhere."

With this in mind the new edition of Research (7th January 2016), the Bayer scientific magazine, provides a relatively long but interesting, and in my view, insightful read, which confirms further the Chairman's statement regarding alignment of ambition and strategy -

Fitness Strategy for Wheat, Soy and other Crops
Crop Efficiency: Research Strategy for Higher Yields

In addition to improving the genome, Bayer’s specialists are also focusing on the plants’ nutrient balance. Calcium plays an especially important role here. Among other things, this important micronutrient supports pod formation in soybeans after the plant has blossomed. “Our partner company, Plant Impact in the United Kingdom, has developed a technology that improves the distribution of calcium in soy plants,” says Anne Suty-Heinze, Global Strat­egy Segment Manager for Crop Efficiency at Bayer CropScience. “Soy farmers in Brazil can use this technology to ­in­crea­;se their harvests by 6 percent on average – that’s approximately 180 kilograms more soybeans per hectare.” Bayer scientists want to take advantage of symbiotic relationships between plants and microorganisms as well, to not only maximize nutrient uptake but also optimize the crop’s genetic potential. Certain microbes modulate plant physiology and biochemistry, such as root architecture and photosynthesis, leading to increased grain number and yield. But inserting the beneficial organisms into an effective seed dressing is a unique challenge. “The interactions between microbes and plants are often much more complex than we think,” says Dr. Magalie Guilhabert, Head of Crop Efficiency for Biologics Research at Bayer CropScience in Sacramento, California. “As a result, positive effects from laboratory tests cannot always be simply transferred to large field studies.” The Biologics Team is therefore continuously working to better understand the processes in beneficial microorganisms and their interactions with crop plants using state-of-the-art genetic and physiological analyses and high-tech microscopy techniques. In the future, the researchers want to develop tools such as predictive systems for identifying promising fungal or bacterial strains earlier on.

Full story -

Re my previous and recent posts regarding Plants Impacts efforts to secure a Californian registration for TGT-101, an effective low-residue insecticide used for the treatment of mites, whitefly and aphids on commercially important crops such as vegetables, almonds and apples. The following is perhaps both supportive generally and insightful regarding why Californian registration is being sought -

JANUARY 6, 2016 12:00 AM
Pesticide is threat to bees, EPA says

BY GEOFFREY MOHAN
Los Angeles Times

The U.S. Environmental Protection Agency said Wednesday that imidacloprid, a nicotine-imitating chemical found in at least 188 farm and household products in California, "potentially poses risk to hives when the pesticide comes in contact with certain crops that attract pollinators."

California already prohibits use of the chemical on almonds and limits its application for other crops during bloom periods when bees are most likely to be present.

"Clearly, as a result of this, there might be more restrictions coming," said Charlotte Fadipe, spokeswoman for the California Department of Pesticide Regulation.


Read more here:

[here and there] 07/1/2016 08:51

no worries, got a little confused.

david jones likes a buy in January…let's see if he gets a few

[bigglesbingham] 07/1/2016 08:34

Sorry here and now just realise I posted on the wrong board. Lol

[wan] 07/1/2016 07:53

Pleased to see that the CEO made a 'measured and judicious' share purchase, which underscores my assessment that the share price fall was perhaps providing opportunity.

I see no change to the, ultimately, upward trajectory in PI's business, the product pipeline and prospects are both healthy, and one assumes the CEO thinks so too!

[bigglesbingham] 06/1/2016 20:39

Landtead??

[here and there] 06/1/2016 14:28

should help keep retail on board. looks like an ii has taken profit over the past month

[bigglesbingham] 06/1/2016 14:13

Must be a seller around again , good news about director dealing

[5oletrader] 06/1/2016 14:12

06 January 2016For Immediate Release 6 January 2016Plant Impact plc("Plant Impact" or the "Company")Director's DealingPlant Impact announces that it has received notification that Mr John Brubaker, the Company's Chief Executive Officer, purchased 14,000 ordinary shares with a nominal value of 1 pence each in the Company ("Ordinary Shares") at an average price of 56 pence per share on 5 January 2016.As a result of this transaction Mr Brubaker, is now interested in a total of 660,000 Ordinary Shares, with voting rights in Plant Impact, which represents 0.81% of Plant Impact's issued ordinary share capital.

[bigglesbingham] 06/1/2016 10:09

More likely readjustment of someone's stock holdings

[trotterstrading] 05/1/2016 18:58

Large sell absorbed by MMs?

[bigglesbingham] 31/12/2015 08:36

Cheers Wan for your detailed post. Enlightening as always.

[wan] 31/12/2015 08:34

I forgot to add the following to my post above.

You will note there are two applications for BugOil, food and ornamental, scroll down -

[wan] 31/12/2015 08:28

I should have added that I am quite excited about the prospects for Bugoil (TGT-101), which is something I have researched previously and started to investigate again recently, and the backdrop for which appears positive from both a regulatory and a sales perspective in the US (and hopefully what looks like an improving regulatory situation in Europe) Excerpt from the Results -

The Group has invested considerable historical development expense and maintains intellectual property rights over a number of patents for TGT-101, an effective low-residue insecticide used for the treatment of mites, whitefly and aphids on commercially important crops such as vegetables, almonds and apples. This technology was de-prioritised relative to other products and technologies in 2012, however some development and pre-commercial work has been ongoing for the past three years. Following regulatory approval of the product by the US Environmental Protection Agency in 2012, the Group began work to secure a Californian registration. The process, started in September 2014, is continuing to generate inquiries from the Californian Department of Pesticide Registration, the latest of which were received in August 2015. The Group is moving forward with evidence to support the responses, and looks forward to commercial planning once the registration is received.
(END)

[wan] 31/12/2015 08:14

Alan...I believe that the situation in Brazil has, understandably, caused a few concerns of late, but ultimately growing soybeans in Brazil remains profitable and demand for soybeans will remain robust for the foreseeable.

The other point is; I assume PI will ultimately be invoicing Bayer who no doubt will have some sort of hedging policy in place.

From the recent Trading Update -

Q1 FY16
The Directors are pleased to report that the Group has made a strong start to FY16. Revenue for Q1 grew to GBP3.7m (2014: GBP1.9m) and the Group continued to trade profitably.

Sales of the soy crop enhancement product, Veritas(R), accounted for the majority of Q1 sales as the Group invoiced product to South America in advance of the 2015/16 growing season. In this 2015/16 growing season the Group will make a significant investment to support Veritas(R), expanding its field tech team of agronomists in the Cerrado and Southern growing regions. In addition, a significant promotional campaign took roadshow events to 24 locations in Brazilian soy growing regions, reaching over 2000 growers.

FY16 outlook
Plant Impact made good progress during the period and is on track to deliver its objectives for the year. Soybean prices in Brazil are under pressure and the Brazilian Real is weak but continued strong performance is expected in the mid term. This confidence is due in part to the Veritas(R) Q1 promotional campaign and its positive grower response.
(END)

Plant Impact has expanded significantly and successfully in Brazil this year (hence managements confidence), but importantly Plant Impact is also expanding outside of Brazil and not just with Veritas. There is also very real potential for new product launches in 2016 (and beyond), which will add further sales strings to Plant Impacts bow.

[bigglesbingham] 31/12/2015 08:14

Hi Alan , your saying Brazil concerns you but results from Brazil are only just filtering into the share price. It's not as though share price has been reliant on Brazil for a number of years and profits just starting to drop off. I think the key here is the quality of management and research appointments . Dyor but their expertise is unquestioned and top managements ultimate remuneration is linked to share price performance .

[alanrussell] 30/12/2015 21:35

h+t,
Thanks for the reply however that's not the way I see it. Perhaps I'm being a little dense (not unknown). The kit is manufactured in UK and shipped to Brazil. Either the sterling price remains the same in which case less will be sold as the real price will have rocketed or the real price remains much the same resulting in fewer £££;. Unless of course the company has hedged but no evidence of that in the accounts.

[here and there] 30/12/2015 15:34

yes, the decline in Brazilian currency means they make more money out of soya. so even though soya prices are low they are still making money. soya crop expected to grow this year to over 100 million tonnes. veritas use is growing. clearly things are going well in sales otherwise they would not continue to grow staff at such pace. check out the careers page on pim's website. over 60 employees now

[alanrussell] 30/12/2015 15:07

I have been watching PIM for some time with a view to making an initial share purchase. While there is much to admire about the company the position in Brazil causes concern. The effect of the deteriorating economy in general and the currency in particular are bound to have a detrimental effect on PIM. Any views here from those who have had knowledge of PIM for longer than I have?

[here and there] 24/12/2015 09:36

Someone has trimmed or sold out just lately and others have taken advantage of the dip. Chart looks interesting

[wan] 24/12/2015 08:52

Given the conservative nature of the management, the recruitment drive is, in my opinion, notable. Another new position added -

Strategic Marketing and CRM Manager

December 22, 2015

[here and there] 21/12/2015 16:22

Apparently they employ about 60 people, half in the UK and half abroad. 3 years ago there were about half a dozen left, huge growth sustained by generating a massive growth in revenue. They have just got to keep on delivering income growth and get a new soya and their first wheat product out as soon as possible

[rlivsey] 21/12/2015 13:30

I have cried today. Already passed stop loss