Plant Health Care Share Discussion Threads

[wan] 21/12/2018 07:18

Glad I read the signals correctly and sold out completely a while ago (even if a bit late!).

The share price deserves a significant discount to be applied for a terrible, but reliable, track record!

As for what I think of Chris Richards, Executive Chairman of PHC, I had better not print it! But suffice to say he is reliably inaccurate......at best!

[riddlerone] 21/12/2018 07:12

Another shocker,so what chance is there that they have enough funds till cash flow positive??? Not a lot !!

[dubai123] 28/11/2018 16:05

Great presentation yesterday

[wan] 28/11/2018 09:07

Some would say that conveniently there is no mention of how many companies are evaluating in total though, which may be too revealing compared to previous indications (even with an additional 3)! And yes, I am now very cynical about how PHC present stuff.

[dubai123] 28/11/2018 07:42

Good news !!!!!!!!!

[advfn_sales] 21/11/2018 16:23

Here is your chance to meet with Plant Health Care:

Using this unique discount code, ADVFN25, you will be able to get £25 off at Mello London 2018, a 2 day investor conference from the 26th – 27th November 2018 at the Clayton Hotel, Chiswick, London.



Tickets are normally priced at £99 for two days and £79 for one.

Type in ADVFN25 as the discount code.

Many Thanks and take advantage of this premium offer.

See you there.

[davidosh] 18/11/2018 23:23

Here is the full two day programme schedule for MelloLondon including Plant Healthcare



It is jam packed full of about 75 company presentations, lots of top quality speakers and panel sessions plus workshops to help with investment style and techniques etc.

The pre event fun starts on the Sunday evening with a dinner and investor quiz hosted by John Lee but the main conference begins on Monday 26th November at 9am through to Tuesday 27th in the evening so do come and join us as there are still 97 tickets left...



See you there.

[wan] 14/11/2018 07:33

Am I the only one reading today's RNS as non-event? They appear to be making news out of no news i.e. no growth from H2Copla over what they were forecasting.

Sales by PHC to Coplacana are expected to reach $0.8m in 2018, but to be clear PHC already had sales to Coplacana of $400k in the first half and they were expecting another $400k in second half, so at least they are 'expecting' to achieve that!

But again to be 'clear', they are reporting an additional $400k not $800K!

[wan] 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!

[paulfred1] 08/11/2018 08:22

Positive interview on Directors Talk. On target for cash break even and market expectations: http://bit.ly/2JNs0n0

[wan] 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!

[callumross] 06/11/2018 15:23

This won't be helping one bit;

[riddlerone] 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

[wan] 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!

[callumross] 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.

[wan] 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!

[callumross] 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.

[wan] 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!