Plant Impact Share Discussion Threads

[rlivsey] 09/1/2017 12:45

Well it's been worth the wait!!

[bigglesbingham] 06/1/2017 18:14

Stable stock will only move on news and results

[rlivsey] 05/1/2017 17:16

Why is share price static for such a long time?

[bigglesbingham] 03/1/2017 08:58

Absolutely - nice spot. Happy new year

[cerrito] 11/12/2016 21:51

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.

[quemaster] 10/12/2016 20:28

Thanks for the reply timbo, I bought back in yesterday and only 30 mins from Harpenden.

[timbo003] 10/12/2016 19:15

>>>quemaster

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.

[quemaster] 10/12/2016 17:55

Did any of the guys on here go to the AGM?

[cerrito] 10/12/2016 16:24

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.

[cerrito] 10/12/2016 16:03

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.

[cerrito] 10/12/2016 16:00

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
and soybeans.

[wan] 09/12/2016 08:14

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.

[here and there] 07/12/2016 14:04

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…..

[wan] 07/12/2016 11:21

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.
(END)

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.
(END)

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.

[mthead1968] 07/12/2016 08:53

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.
www.levitycropscience.com

[here and there] 06/12/2016 18:33

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

[wan] 06/12/2016 11:49

Two recent articles that I think are worth highlighting and worth reading (if you have not already read them)-

Pablo Kalnay, is Plant Impacts R&D manager, Southern Cone, and their latest guest editor. Pablo is a key part of PI's team in Buenos Aires, Argentina and in this article he shares his thoughts on the development of modern agricultural practice and building new pyramids for the future -

Building new Pyramids
Nov 25, 2016

I love this industry and am still inspired by how far we’ve come. Now, more than 20 years along my career path I find myself willingly stepping away from a role with one of the world’s leading agchem giants. This year I chose to focus on bringing new technology to growers in my native Argentina and to help to build pyramids for the future.

Full story -


His second article -

The next steps in Yield Increment
Dec 4, 2016

One of the most interesting aspects of the projects that brought me to Plant Impact is the potential of biostimulants to contribute to increase yield without increasing other inputs like fertilizers or land. It does not replace genetics, or fertilization, it complements them.

Full story -

[wan] 03/12/2016 08:14

Biggles...I think the company has explained and detailed the outlook very well. I remain optimistic regarding long term agriculture trends and confident the management will deliver on the targets and high standards they have set.

H & T...Just a reminder that there will be a trading update in December.

[here and there] 02/12/2016 20:12

Chart not looking very healthy, at bottom of downward channel, on cusp of step down or up!

Anyone spoken to the company lately?

They have been somewhat reluctant to talk to retail in the past couple of years from my experience; Shame really, considering retail kept the company alive during the dark days..

[bigglesbingham] 29/11/2016 08:12

Hi wan I too believe the AR to be very professional however I do believe they have been overly cautious which I understand but doesn't help shareprice and the next move up or halt in downward movement will only come from positive RNS. Where do you see the next positive news?? Cheers hope you're well.

[wan] 27/11/2016 08:13

Perhaps unlike some, I am very pleased with the AR, very in-depth and professional in all respects.

For those interested in the potential for TGT-101, the following recent Report provides interesting background information -

By: marketsandmarkets.com
Publishing Date: November 2016

Biopesticides Market by Type (Bioinsecticides, Biofungicides, Bioherbicides, and Bionematicides), Origin (Beneficial Insects, Microbials, Plant-incorporated Protectants, and Biochemicals), Mode of Application, Formulation, & Crop Type - Global Forecast to 2022

Summary

The biopesticides market is projected to grow at a CAGR of 17.4% to reach USD 8.82 Billion by 2022. The market growth is driven by the rise in need for organic food, promotions by government organizations for the adoption of biopesticides, low cost of biopesticides as compared to that of chemical pesticides food security for the growing population, advancement in farming practices and technologies, growth in demand for fruits & vegetables, and ease of application of biopesticides.

On the basis of type, the biopesticides market is led by the bioinsecticides segment, followed by the bioherbicides, biofungicides, and bionematicides segments, respectively. The bioinsecticides segment is projected to be the fastest-growing type in the biopesticides market, due to the high crop loss by pests and diseases.

Biopesticides are used on all crop types, the ones considered in the study are grains & oilseeds, fruits & vegetables, and others, which include turf, plantation, sugar crops, cotton, and ornamental crops. The market for fruit & vegetable crops accounted for the largest share and is also projected to be the fastest-growing. This is mainly due to a high demand for fruits & vegetables by the growing population across the world.

The different modes of applications for biopesticides are foliar spray, soil treatment, seed treatment, and post-harvest. Foliar spray is highly used for applying biopesticides. To improve quality of crops and increase productivity of plants, foliar spray is effectively used to control pests on crops. The increases in acceptance of biological microbes and smart farming techniques have proven to be a major driving factors for the foliar application.

In 2015, North America accounted for the largest market share in the biopesticides market, followed by Europe and Asia-Pacific. U.S. and Canada constituted the largest country-level markets in the North American region in 2015. Increase in awareness about the benefits of biopesticides, among the cultivators and rise in population is leading to the growth of the market in this region. The biopesticides market in the Asia-Pacific region is projected to grow with investments from several multinational manufacturers. The market is projected to grow due to the increase in agricultural technologies and agricultural exports of key products. Moreover, extensive R&D initiatives have been undertaken for exploring the new varieties of biopesticides to be used on different pest management and soil fertility to increase the yield.

Factors such as growth of agrochemical industry and high cost of biopesticides leading to rise in agricultural cost of production are restraining the growth of the market. Key players identified in the global biopesticides market include Bayer CropScience (Germany), BASF SE (Germany), Monsanto Company (U.S.), Marrone Bio Innovations Inc. (U.S.), Certis USA LLC (U.S.), and Koppert Biological Systems (Netherlands).Most key participants have been exploring new regions through new product launches, collaborations, and acquisitions across the globe, to avail a competitive advantage through combined synergies. Since 2011, the biopesticides market has witnessed an increase in demand, especially in countries such as the U.S. Canada, Spain, Brazil, India, and China.

[bigglesbingham] 23/11/2016 17:44

Tightly held moves a lot on small volume.