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PHC Plant Health Care Plc

7.80
-0.025 (-0.32%)
02 Oct 2023 - Closed
Delayed by 15 minutes

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Share Name Share Symbol Market Stock Type
Plant Health Care Plc PHC London Ordinary Share
  Price Change Price Change % Share Price Last Trade
-0.025 -0.32% 7.80 16:35:18
Open Price Low Price High Price Close Price Previous Close
7.80 7.825
more quote information »
Industry Sector
CHEMICALS

Plant Health Care PHC Dividends History

No dividends issued between 03 Oct 2013 and 03 Oct 2023

Top Dividend Posts

Top Posts
Posted at 27/9/2023 20:33 by cerrito
Yes a good presentation.
I see that Cavendish have sales this year atUS15.9m,next year at US23m and US32m in 2025.
I personally think that this semester's sales of US10m is challenging. Silly me I should have asked how Saori sales were going in H2 ie not sure if all bought in H1. Note his comments on Brazil sugar sales going well.
PHC of course are not responsible for the Midwest drought but we need to be clear eyed that an occupational hazard of this business is that it can be blown off course by climatic factors.
The market this week shows no mercies to pre profit AIM companies who disappoint as I saw yesterday with my holding in COG.
Posted at 27/9/2023 18:39 by pretax2
I liked the presentation too.
My concerns for future growth and profits diminished throughout.
PHC not to blame for deflation and the climate.
Good team, good products and sales growth. Will wait for the dust to settle before buying more - a steal at current price.
Posted at 27/9/2023 17:04 by kaos3
i liked presentation a lot. they are spread around - northern and southern hemisphere. so seasonality reduced. no payment problems. professional production. RD fundament done. no problems getting registrations. best buyers/distributors. also - i could not think of a relevant question /due to my lack of knowledge/. i like PHC

i also expect that world food issues will tighten - so the focus on food related stocks will grow /general valuation increase/
Posted at 01/8/2023 07:47 by pretax2
Poland breakthrough. …
Interesting how it’s ProAct, an older product, that’s leading the charge for PHC. Just shows how long it takes to gain the regulatory approvals that we are now establishing after years of research. These are hurdles that many of our competitors have yet to cross. It also highlights the growth potential at PHC with the PreTEC products just starting to show traction.
Go PHC!
Posted at 29/7/2023 07:49 by pretax2
Lots of reasons. A delay in auditing or retrieving info (PHC is global and complex). Not a concern atm
Posted at 14/6/2023 15:27 by cerrito
I am glad I made the AGM yesterday and we had a very good hour mainly with CR. Two other investors there including Bots from LSE.
The formal session took less than 5 minutes so we were able to cover alot of ground. The 2 Jeff's were in another meeting and came in at the end. Good division of labour as more important that they speak to prospective institutional investors.
A propos the RNS this morning we were told that there would be 279 sales in the US this year but they would not move the dial. Remember they are being sold to the speciality market which means peak sales in the Spring and Autumn. The issue is that as discussed on IMC once Federal authorization has been obtained you need to get state authorization . This is a six week proceedure in all states except California where it is a question of years... Relevant as California is about 1/3rd of the US market.
Harpin essentially the same for all products around the world.
My notes which may be wrong tell me they have 20 people in Mexico and 12 in Brazil.

Asked about the companies in the peptide space he admired, CR cited a US company Vestaron and Biotalys NV,a quoted Belgium company whose R&D spend is E18 m pa compared to the US3m that CR confirmed PHC expect to spend pa for the next couple of years and had operating income of E2m and a 2022 cash burn of E20m. As I understood it from CR, both companies have issues at getting the manufacturing issues sorted to lower production costs. What is interesting is that Biotalys had as per the Cenkos note a Marcap of £164m, ie 5x that of PHC.
I did not get a sense at the meeting of the huge apparent discrepancy in Marcap between the two companies .
Quite a bit of the meeting focused on the share price and also their desire but not need to raise cash for working capital requirements and to finance expansion in India and elsewhere. In the near term they are concentrating their efforts on 279 and 949.
I do not see much chance of them getting debt finance. They have no hard fixed assets to pledge. CR was not keen on convertibles.
CR confirmed that he was dead set against being taken over on the cheap.
He confirmed what was implicit in the Result of the Consultation that there was no appetite among his shareholder base for them to do acquisitions which I am sympathetic to.
He acknowledged there was market scepticism as there have been false starts including under his leadership.. I am not too aware of this as I bought my first shares in 2019.
PS
No real surprise that apart from the accounts all resolutions passed a la North Korea. Given the shareholder base would have expected a slightly higher voter turnout than 50pc, which is still respectable for an AIM company.
Pps
I did not ask specifically what future news flow there is. Obviously we get the interims in the next few months and last year we had a mid July IMC. Apart from that I cannot think of anything specific until we get full sign off from the various Brazilian authorities on 949.
Ppps
Silly me did not ask how US OTC market activity is nor rough percentage of shares held by UK retail.
Posted at 09/5/2023 07:39 by pretax2
PHC 949 RNS, passes 1st stage approval for Brazil Soy.
Results show the product is as good as chemical nematocides and better than current biological product.
949 has huge sales potential globally, well done PHC.
Posted at 26/4/2023 12:33 by pretax2
If you don’t mind me giving my own 2.5p worth.
Both CR and JT have indicated that the share price should be higher. I asked CR why it was stagnating and he suggested that the company seemed to be viewed as a “show me” company. In other words show me that it works, show me that it sells, show me that you’re profitable. Up until last year I might have thought the same but things have fundamentally changed. PHC now has a suite of products; the products work brilliantly; revenue is growing towards profitability. But the big thing for me is climate change, energy change (biofuels), and a biblical food crisis. PHC have an answer for this - so the timing is right too.
I guess all great companies start small and investors end up regretting they didn’t buy the shares way back “then” when the share price was peanuts. Well for PHC, this is the ‘peanuts’; time when you should be buying. In my view, there is enormous upside to come with just 309m shares in issue, but no idea what’s going to shake Mr Market out of his manic-depression. Here’s a few possibilities though (just for fun).
1.Profitability (especially if earlier than expected).
2. Takeover talk. PHC has destribution deals with a number of monster companies. There are also some interesting connections with Syngenta.
3/ Premise: The need for consolidation in the sector is well known and it’s starting to happen. Second, PHC is an American company keen to engage American investors. If you’ll forgive my fight of fancy, how about a reverse takeover of an American ag-tech company? If that happened hold onto your eyebrows, PHC shares would supernova.
4/ No reason at all. Many companies breakout from their doldrums for no apparent reason. There’s just a move to a more realistic value that gets bought into by traders.
5/ Press article. To me PHC has a really exciting story. The right article in the right journal at the right time and bingo.
Posted at 26/4/2023 11:09 by oapknob1
Not well informed Callum. I continue to hold because the customer base is difficult to convert from current practice. The positive results from test fields and now Farmers in Brazil increasing yields/return per hectare and going to be the main influences to persuade other farmers of the benefits.An update on customer retention as well as growth would be a good indicator.An update on EU and US progress.You only have to look at the partners to see that when product sales do take off PHC will have significant market penetration through their partners.PepsiAgro are also viewing the testing in Mexico. A deal with them would be huge for PHC, if one were ever materialise. The Farming network they have and PHC fitting their greener production principles seems a good match IMO.
Posted at 24/4/2023 22:41 by oapknob1
Results for farmers using H2COPLA in Brazil have increased productivity per Hectare and boosted crop yields.Also coming to BrazilCombatting nematoids in a sustainable wayAccording to the article by √Črica Polo from @valoreconomico , losses caused by nematoids in different crops in Brazil result in an annual loss of R$ 65 billion, calculated in 2021. This alarming number has prompted an increase in nematicide use.In the past eight years, there has been a 10-fold increase in nematicide sales in Brazil. However, more and more biological defenses have stood out in the market.Since 2014/2015, chemical solutions accounted for 94% of the market. In the 21/22 crop, they reduced to 25%, leaving 75% of this market with organic. https://lnkd.in/dimXjTzU )Aware of the importance of this plague on the national market, Plant Health Care is bringing to the market its newest technology - the PHC68949 WP, a peptide from the T-REX platform aimed at the management of the nematoid of soybeans.When applied to seed treatment, the PHC68949 WP activates the soy defense system and allows for the reduction of eggs and adults in both root and soil tissues, resulting in significant increase in productivity.The PHC68949 WP is also being tested in different crops to face this important challenge which is the control of nematoids in agriculture, in a way that is sustainable to man and the environment.It's @plant_phcbrasil #breakingproductivitybarriers#agro #agroneg√≥cio #phc #PREtec #soja #bioinsumos #sustentabilidade
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