Plant Health Care Share Discussion Threads

[envirovision] 26/5/2011 07:33

Hey Pugugly check this out:

Significant number of potential agreements in the pipe line

like for like basis, for the first 4 months of the year to 30 April 2011, an uplift in sales of over 20% compared with the same period last year.

strong contribution from Europe and Mexico and, partly as a result of the decision to cease the early order programme to generate higher margin sales

significant advances in its Harpin and Myconate based cherry and potato business

Overall, our product sales business is performing well.

The Company currently has cash, or cash equivalents of approximately $18.0 million, cash resources are sufficient to enable the Company to fulfill its current strategy of securing licensing agreements with strong partners and to reach profitability.

[mdrans1] 24/5/2011 16:16

P
If they were to use it on grass there would be plenty of "grass roots" evidence for Myconate.

"Myconate® increases the growth and colonization of roots by beneficial Vesicular-Arbuscular Mycorrhizal (VAM) fungi."

Bach to sleep.

[pugugly] 24/5/2011 14:27

envirovision & mdrans1.

* I wish there was stong demand - There is very little empirical evidence in respect of the accounts of the company OR in any grass roots (i.e. not derived from PR Company handouts) editorials that I have been able to locate.

* The claims in post 311 are I think from PHC's own publicity - I very nearly fell for it (it may well be true in laboratory or closely controlled field trials) BUT I have been unable to find persuasive evidence in real on farm general useage.

If either of you can point me in the diection of such data I would be very pleased - otherwise I will go back to sleep and wait for further falls in the share price


Agreed re dry conditions wheat growth in the South East is very stunted and plants are very often less than 2" hight when in a normal season they should be double or treble this hight at this time of year.

As Spock would say Something does not compute. !!!

[mdrans1] 24/5/2011 13:51

Food commodity prices are in the news with farmers in the south east forecasting poor wheat yields (-10 to -30% on the radio this morning) due to the low spring rainfall. It's all grist to the mill.

Myconate® increases the growth and colonization of roots by beneficial Vesicular-Arbuscular Mycorrhizal (VAM) fungi

An enhanced VAM mycorrhizal network effectively increases the absorbing surface area of roots and hence the amount of soil available to support the plant. This enables the plant to access and absorb more water, which is especially beneficial under dry conditions.

[envirovision] 24/5/2011 13:06

There's a strong industry demand for Harpin and Myconate.

[pugugly] 24/5/2011 12:41

envirovision: Re your 207 = Having reviewed I have to say I take the reverse message. If Monsanto cannot sell it to farmers who can ? I have been unable to find a price at which they sold it - Possible "swagged off" i.e. cleared at any price.

In the absence of any serious comment from the company the Market appears to be voting with it's feet - Yet another new low today.

My post 306 still stands but yet again a total absence of positive "real" case histories.

[mdrans1] 17/5/2011 09:57

The ex Monsanto stock is now available to meet the new potential opened up by the EPA, see latest RNS :-


"Environmental Protection Agency allows food use for harpin-treated seeds

This important development means that a seed company may now treat its entire seed stock with harpin knowing that if that stock is unsold for planting, the seed will not have to be destroyed or diverted for non-food use. This is particularly important for soybeans where many tons of seed remain untreated, with any material, until just before sale to the grower since soybean seed cannot be held for planting in the following year and, if treated but unsold, had to be destroyed."

[pugugly] 16/5/2011 15:01

You are a brave man if you do - Still appears to be burning cash and inspite of a lot of digging I cannot find any clear evidence (originating with farmers generally, rather than closely monitered reseach) that the use of the prducts produces a cash/profitable significant increase in crop yields.

If I could be convinced I would buy but until then I am watchfully waiting.

[envirovision] 16/5/2011 14:27

time for a punt ?

[admiralne1son] 18/4/2011 10:33

Rising food prices may not help. The roi achieved from using PHC products is unclear in the agricultural market place. There are any number of existing technologies that are tried and trusted and provide adequate return. Convincing the worldwide farming community to change to anything remotely unknown has always been difficult. Another thing to consider is that increased outputs invariably lead to lower commodity pricing, so the balance struck between producing above or below certain levels is a delicate one. It is often in the farmers interests to keep supply low in order to achieve higher prices. Worldwide food shortages are of no interest to a farmer who is only able to sell produce locally.
On the positive side, PHC have cash and appear to have the support of a number of II's. Any upturn in Monsanto's fortunes could bode well here.

[the_doctor] 15/4/2011 10:22

I find it hard to see what will turn this company around.
BUT, I havent looked at it much yet.
Presumably new partnership deals remain a big hope for the share price in 2011?

I'd be interested in hearing balanced positive views about why the company will start to improve.
Economic weakness wont help if the recovery falters
I'm assuming PHC products are more expensive? although rising food prices will help... depending on how well PHC can limit the effect of rising raw material prices.

[mdrans1] 13/4/2011 16:16

Sorry my mistake.

[mthead1968] 13/4/2011 15:14

What's the issue with the date of the article? It's up to date comment isn't it?

[mdrans1] 12/4/2011 19:00

Trackerjackv

Look at the date.

[envirovision] 12/4/2011 15:26

Monsanto / BASF setting the sector alight today.

[mdrans1] 15/3/2011 17:27

Pug,

It was posted on 19 Jun'08 !

[pugugly] 15/3/2011 14:05

mdrans1;> Sorry your posts out of date. PHC have been kicked in the goolies by Monsanto - and/or Monsanto made a very bad call - Massive stock overhang of Harpin.

Remember farmers are the most Conservative of users - Thye are very very slow adopters of new technology.

[trackerjack] 21/2/2011 16:23

Interesting story on GCI today

[pugugly] 21/2/2011 08:29

I suspect people looking at new distribution agreement but not reading between the lines that initial stock is coming from Monsanto surplus SO WHERE ARE THE NEW SALES TO COME FROM ????????

[mdrans1] 21/2/2011 08:14

It's up ! Was the bad news already in the price?

[envirovision] 21/2/2011 07:52

another year like that and they will be bust.

[pugugly] 21/2/2011 07:46

Results look diabolical - Usual forward looking spin BUT ??????

[mdrans1] 27/1/2011 13:40

PHC gets a mention in today's Shares Mag. Chemicals sector report. Referring to downtrodden PHC they say investors might like to punt the stock for its medium-term recovery potential.