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PHC Plant Health Care Plc

3.78
0.00 (0.00%)
16 Apr 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Plant Health Care Plc LSE:PHC London Ordinary Share GB00B01JC540 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 3.78 3.70 3.86 - 0.00 01:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Pesticides, Agric Chems, Nec 11.77M -9.48M -0.0278 -1.38 13.15M
Plant Health Care Plc is listed in the Pesticides, Agric Chems sector of the London Stock Exchange with ticker PHC. The last closing price for Plant Health Care was 3.78p. Over the last year, Plant Health Care shares have traded in a share price range of 3.20p to 11.60p.

Plant Health Care currently has 341,532,952 shares in issue. The market capitalisation of Plant Health Care is £13.15 million. Plant Health Care has a price to earnings ratio (PE ratio) of -1.38.

Plant Health Care Share Discussion Threads

Showing 601 to 623 of 1350 messages
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DateSubjectAuthorDiscuss
09/11/2018
07:55
The reason for my comment that there is not much new about the entry into corn is that PHC entered this market in 2016 via an agreement with Talc USA -

Plant Health Care Announces Agreement with Talc U.S.A. To Launch a New Product for the US Corn Market

Dec 14, 2016: Plant Health Care, Inc. and Talc U.S.A. are pleased to announce that they have reached agreement on the distribution of a new product for the US corn market.


So, although the recent announcement was for a new product, to announce it as the launch of a Harpin αβ product for seed treatment applications to field corn, seems to be stretching it somewhat....some would say no change there then! Especially as to date, the original product (Talc Inceptive) had little in way of sales traction.

In my opinion only, the new product is also a Talc USA product. I believe there is a reasonable likelihood it is Talc's new Fluency Agent, Effusion - hxxps://www.talcusa.com/effusion/

I have a zero tolerance on commentary from management that is not 100% correct and/or that implies there is more to announcements than what there actually is, hence my decision to sell out.

Bayer has a significant foothold in the market with their Fluency Agent and maybe not revealing that Harpin is in the new fluency agent was really meant not to antagonise players/agrochemical companies in this market and hinder any potential regarding PHC's new technology (maybe that has already happened given the confidence of management and then the disappointment in Brazil?)

wan
08/11/2018
08:49
So, with regard to the corn product, apparently they are still only talking to growers in the October and November period and still only in the "process of obtaining state registrations". As I suspected, meeting market expectations for the December full year look very tight indeed (in terms of both sales and timing).

Readers should compare the new interview with the previous one, as my point on the lack of clarity/accuracy (I am being kind) appears quite apparent.

wan
08/11/2018
08:30
I also want to correct something I posted on here, in particular my interpretation of the following Chairman's commentary in a recent interview -

Excerpt from interview -
"Even more excitingly, we’re working with a very very strong partner, I’m not permitted to say who that partner is but there are four partners who represent more than 80% of the agrochemical market in the US and it’s one of them and they have access to about a quarter of those 90 million acres. They’re very very excited about this, we launched the product last week and we will be supplying to our partner over the coming weeks for delivery to farmers who take early orders before the end of this year."

I interpreted that as one of the large agrochemical companies, however, PHC investor relations has confirmed to me that it is fact a large distributor (they still cannot reveal who) and not an agrochemical company. I think my interpretation was fair, hence my point about the need for greater clarity (which I don't think is the only example!)

Furthermore, I have reason to believe there is not much new about the entry into corn, so I am not particularly hopeful regarding the ultimate effects in revenue. Time will of course tell!

wan
08/11/2018
08:22
Positive interview on Directors Talk. On target for cash break even and market expectations: http://bit.ly/2JNs0n0
paulfred1
08/11/2018
08:19
It might be coincidental, but the change in Adviser just adds to my concerns as to whether PHC can meet current market expectations, if not they may need another dilutive fund raising (hence change of Adivser?).

As I state it may just be coincidental, but for now at least, I have sold out completely until things become much clearer and PHC commentary "clearly and unambiguously" state the facts!

wan
06/11/2018
15:23
This won't be helping one bit;
callumross
06/11/2018
13:31
This price movement is all about Hendersons selling down.You can bet they have a buyer but it was not at levels of their last sale hence the drop.There is value here but normal PI s may never see it
riddlerone
06/11/2018
12:49
Clearly another fund raising will not be supported.

PHC have to live with what cash they have got and importantly what they can earn going forwards...if not then there would indeed be an issue!

wan
06/11/2018
12:34
This company NEVER meets market expectations and the deals are always delayed and pushed further and further back. Been following this one for years and was invested at one point. All it ever achieves successfully is to persuade PI's to fund it for a further period IMHO.
callumross
06/11/2018
12:22
Re-evaluating PHC and the management, who never seem to get the details quite right when addressing regulated news or market commentary. In short, we need a lot less woolliness and inaccuracies and more clarity and detail, not to mention the need to actually deliver on such!

The market does appear to be telling us that something is not right (compared to PHC's previous confidence that they can still meet market expectations in the final few weeks of the year), which of course remains to be seen, but nonetheless and with the year end fast approaching I decided to start selling down until the fog clears. If PHC miss market expectation, even by a small percentage, the damage inflicted may well be beyond repair.

I remain open minded though, but from here on in PHC will need to "effectively" demonstrate the market is currently sending the wrong message!

wan
06/11/2018
12:21
Sadly, looking like it might be the end game for this one IMHO. Always talked a good talk for years but never delivers.
callumross
05/11/2018
07:45
I am still trying to home in on which of the big four have secured Harpin αβ for seed treatment in Corn and Soy in the US, sales for which commence this quarter (applied to seed next quarter) so it will come out/be evident at some point!
wan
05/11/2018
07:35
Two PHC presentations at a forthcoming and very interesting AgBioTech Summit -

February 26-28, 2019
Raleigh Durham, North Carolina

As microbial-derived products are poised to disrupt the agriculture industry, fundamental challenges remain in understanding the complexity of plant-soil microbial interactions, identifying microbial candidates amenable to fermentation and formulation on a large scale, demonstrating added value of agbiologicals in an agchemical dominated market and delivering agbiological products into the hands of growers.

The 3rd Microbiome Movement – AgBioTech Summit will unite KOLs, agbiotech, agrochemical companies, research institutions and technology experts to harness the plant-soil microbiome and accelerate commercialization of effective next generation agbiologicals.

Day One
16.35 Defining New Standards for Biopesticides Field Trials

* Trial design driven by the chemical industry is creating problems for demonstrating the added value of microbial derived products

* How can we better assess performance of biologicals and how can we measure the impact of these products on the environment (i.e. on the soil microbes, pollinators, earth worms) and not just the phytotoxicity on the plants?

* Outlining current efforts by research community and regulatory agencies to incorporate new methodology into evaluation of biologicals

Mariola Kopcinski, Director Scientific Alliances Plant Health Care

Dr. Mariola Kopcinski worked in the US and Europe in research, strategic marketing, business management, new business development and licensing. She successfully led multinational and cross-functional teams in AgBio area to transform a product concept to a well-defined post harvest business of over $100MM. Leadership role in turning around declining $200MM fungicides product portfolio into $350MM in less than three years. R&D Strategy Development at two major agricultural companies, DuPont and Syngenta. AgChem and Biological Product Development and Portfolio Management at FMC. Currently leading efforts for development and licensing of biological peptides, plant elicitors, at Plant Health Care, AgBiological and Biostimulants start up company.

Day Two
11.20 Impact of Plant Health Care Harpin αβ on Coffee, Sugar Cane and Citrus Fruit

* Recently introduced into Brazilian market Harpin αβ is gaining great acceptance by providing significant benefit to sugar cane yield and sugar content

*The new discovery that Harpin αβ stimulates mobilisation of calcium within the plant, preferentially accumulating the mineral in the plant cell wall, helps growers solve a significant quality problem in citrus by supporting production of stronger, less susceptible to breakdown and splitting peel

* Pre-harvest application of Harpin αβ positively impacts harvest quality of coffee plants as well as defence of plants against nematodes and other stressors

Jeff Tweedy, Commercial Head Americas, Plant Health Care

Jeff is current the Commercial Head for the Americas’ for Plant Health Care. Jeff has over 25 years of experience in the global agribusiness industry. Jeff has held senior leadership commercial and technical roles at Horizon Ag Products, Arysta LifeScience and Syngenta. Jeff received his B.S. and M.S degrees from Southern Illinois University at Carbondale.



The discovery above that Harpin αβ stimulates mobilisation of calcium within the plant, preferentially accumulating the mineral in the plant cell wall, may make Croda, who bought Plant Impact (who's primary product mobilises calcium in plants), sit up and take note!

wan
23/10/2018
10:44
I have been trying to get to a point of understanding as to why PHC cannot reveal their partner in the US (all we know is that apparently it is one of the big four). Is it in any way linked to PREtec given the following recent statement -

"Outside Brazil, our partners continue to generate positive results with PREtec peptides. While the specific results remain confidential at this stage, partners are seeking to expand their evaluations and build closer relationships with Plant Health Care."

I am focusing in particular on "closer relationships", given the direction of travel in the industry (post large consolidations) for partnering, would revealing the partner compromise anything related to that? Because to my mind and given the benefits, surely revealing that Harpin 𝜶β was in your fluency agent would be a good thing and indeed a competitive advantage. In any regard, there is obviously an underlying rationale behind the partner requiring confidentiality, which should come to the surface at some point!

wan
23/10/2018
09:55
wan_ I agree = but am suffering - it is very much as you say SHOW ME THE MONEY- But at the moment it is conspicuous yes conspicuous by its absence (in both companies he is associated with)

OK He is a charming man and very approcable but I am starting to wonder if he is sufficiently forceful to motivate his respective teams to achieve the targetted results.

pugugly
23/10/2018
09:42
The Chairman is acutely mindful that he 'needs' to create credibility by not over promising and importantly 'delivering', in particular on a 'minimum' for market expectations for the full year, which very recently he reiterated that they were very confident in achieving.

Excerpts from the interim's in September -

Operational Highlights

- Harpin 𝜶β was launched in Brazil sugarcane in February 2018 through Coplacana under the brand name H2Copla. Grower feedback has been strong.

- Since the launch of H2Copla in February 2018, the product has generated revenue of $400k. The Company expects to generate at least as much revenue from H2Copla in the second half of 2018.

- Recently announced launch into corn in the USA brings expectation of significant sales in the second half of 2018.

- Industry partners continue to evaluate Innatus 3G, T-Rex 3G and Y-Max 3G in more than a dozen crops and in three regions around the world.

The strong growth of our Commercial business expected in 2018 as a whole, together with new launches over the next eighteen months, give the Board confidence that the Group will be cash positive in 2020. The Board expects to achieve full year market expectations for 2018.

Current trading and outlook

The Board remains confident about the medium term prospects for our New Technology and on sustained growth of Harpin 𝜶β. We anticipate a strong second half of 2018 in our Commercial business, delivering strong growth in the business for the full year. The acceleration of our Commercial business is exciting and reinforces our confidence in bringing the Company to cash positive within our existing cash reserves. We anticipate that the Commercial business will generate cash during 2018, thereby reducing the Company's cash burn. We are confident that the Company will be cash positive for 2020, building to further growth over the coming years.
(END)

The market does not appear to want to believe though, even when the deal in corn and soybean in the US should provide for a significant uplift in revenues. So it may be a case of SHOW US THE MONEY (or at least get clearance to reveal the partner in corn and soy)!

wan
23/10/2018
09:05
Looks like bad news leaking - Share price in continuing fall.
Could we have another Plant Impact on our hands - Over seduction by a major and then screwed royally? Could the Chairman's association with NANO another serial promiser but delivery failure (to date) be a --------------??

Thoughts ?

OK In a much needed area if the world's growing population to be nourished but will investors ever see a reasonable return or is it time to salvage what one can?

pugugly
17/10/2018
07:47
PHC's Twitter feed is quite busy and offering a number of recent and interesting aspects and presentations -



As my above post also highlights, integrated agronomic solutions will be a key driver and provide the rationale for the large players to partner -

Tuesday - October 16, 2018
Bayer at the Annual Biocontrol Industry Meeting 2018:
Bayer supports farmers with a wide range of integrated agronomic solutions

The annual conference is the most important industry meeting for manufacturers of organic crop protection products and will take place from October 22 to 24 in Basel, Switzerland. For three days, the focus will be on trends in research and development, innovations in the biologics market and novel biological products for environmentally conscious and sustainable crop protection. The congress is organized by the International Biocontrol Manufacturers' Association (IBMA) and the Swiss Research Institute of Organic Agriculture (FiBL).

An important goal for Bayer is to find the right partners to further expand the biologicals market together. “This market has enormous growth potential but is still highly fragmented”, says Karl Muenks, Segment Manager Biologicals at Bayer. “We are therefore open to foster partnerships with manufacturers of biologicals in order to be able to offer farmers more efficient integrated solutions tailored to their needs. All together, we will be helping growers to meet the current and future requirements of the various players in the food chain.”



Recall that PHC has done a deal in corn and soybean seed treatments in the US with one of the big four (Bayer, Syngenta, DowDuPont (Corteva), BASF), but cannot announce/reveal the partner due to confidentiality reasons/agreement. Either way/one, in my view it should have a notable impact!

wan
16/10/2018
08:57
Direction of travel -

How ‘Softer Chemistry’ in Crop Protection Addresses Increased Emphasis on Safety
October 15, 2018
By: Alan Haack

Crop management solutions that are deemed “biopreferred” by the USDA offer a more natural (although not necessarily “organic”) alternative to suppress pests and improve crop yield. These substances provide safer and more sustainable alternatives to other pest control substances.

For example, USDA biopreferred crop protection and pest mitigation products may use pelargonic acid as their active ingredient. Pelargonic acid is a naturally-occurring substance that degrades into water and CO2. It’s safe for livestock and humans and can be synthesized from chemicals or made from plants or animal fat.

By increasing their focus on soft chemistry, farmers will begin to see less harmful effects to the environment and living creatures, improved crop yields – and possibly even greater effectiveness of other applications they already use in their crop protection strategy.

Lower-Impact Conventional Chemistry
Even in more conventional chemistry, there is an industry push to find ways to lower the chemical footprint for crop protection products. Industry experts are continually looking for chemicals with fewer residues, or ones that can be used in tank mixing, to reduce the concentration of chemicals that in the past would have found their way into soil.

Full story, AgriBusiness Global -

wan
15/10/2018
08:18
OCTOBER 11, 2018

Adrian Percy is the former head of R&D at Bayer, recently stepping down and becoming the company’s technology ambassador. Ahead of his speaking slot at World Agri-Tech Innovation Summit in London next week, we caught up with Percy to find out more about the role and his views on the development of the agritech startup market

What technologies are really exciting at the moment?
There’s three that I like to talk about and think about.

The second area I guess I would loosely call biological approaches, so things like the microbiome but also alternatives to traditional chemistry in crop protection, whether they’d be very, very specialized biological products or more broad acting bacterial based products or fungal based products. Again, I think it’s really exciting and given the political and the regulatory situation in Europe, those types of approaches will be really welcomed onto the marketplace and we’ll have an important role moving forward.

Full story, Agfunder News -

wan
05/10/2018
07:40
Plant Health Care on YouTube -
wan
03/10/2018
07:53
Opinion: New Farm Bill Paves Way for Greener Crop Treatments
10/02/18
By Gregg Bogosian Ph.D.

A new provision in the House of Representatives' draft of a new farm bill directs USDA to “ensure the expeditious and appropriate review, approval, uniform national labeling, and availability of plant biostimulant products to agricultural producers.”

This very young ag biostimulant space is taking off. Companies, ranging from small start-ups to most of the world’s agricultural giants, have already invested more than $13 billion into birthing a biostimulant sector. The current farm bill draft language, if it makes its way into law, will help provide a stable policy environment for the industry to move ahead.

Understanding the plant microbiome is the foundation of the rapidly emerging ag biologicals sector. Researchers now know that the vast majority of the microbes on and in a healthy plant provide beneficial enhancements to a plant’s normal functions. They stimulate the plant’s growth, suppress diseases, improve the ability of roots to take in nutrients from soil, strengthen plant structures and improve a plant's tolerance of drought, heat and pests. Harnessing the power of microbes, therefore, can and does dramatically impact modern agricultural practices.

The House Agriculture Committee made a good first move in recognizing the importance of biostimulants. Now's the time for Congress to spur USDA on to set up the needed steps of review, approval, labeling and more so that these products can reach growers without tripping in red tape along the way. A friendly regulatory platform will help plant microbiome companies to truly make waves in U.S agriculture and beyond.

Full story, Agri Pulse -

wan
01/10/2018
07:57
Further insights and useful information available via 3 channels; a Half year Presentation, a Webinar and a Research Report by RB Milestone Group-
wan
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