Plant Health Care Share Discussion Threads

[cerrito] 24/4/2020 08:26

I see that the shares have been marked down a fraction this morning and that seems a logical reading of the results.
Good that Q1 revenues were up 10pc on last year and especially good that they got the new financing but the Brazil ethanol market shows how easily they can get tripped up.
On the basis of a quick read I do not see myself buying more or selling given all the uncertainties they spell out with Covid.

[here and there] 14/4/2020 18:44

It went mainly to II but under 3% holding. I took a load but got scaled back 30%. I think this company will do very well over the next two seasons. I like their partner in Brazil re. sugarcane, I like the incredible yield improvements across the board for its products. Way better than Plant Impact ..back in the day!

[loafofbread] 26/3/2020 13:48

I assume Ospraie will go to 29.9% and then...

[cerrito] 25/3/2020 20:49

I see that of the 44.6m shares just raised that important shareholders Griffiths and L Odier did not participate and that Ospraie took about 19.7m of the new shares.I assume that none of the other 25m odd shares went to people with sizeable holdings otherwise we would have had a RNS,

[cerrito] 24/2/2020 21:11

Interesting that they limited the share raising to an amount which even before expenses was less than 2019 cash burn. Suggests that they have a good deal of confidence, which is manifest in the directors'participation.
Typo56
I can understand why you say what you said. However I am sure that you have also seen many occasions when AIM companies have done an Equity raise which has excluded private shareholders and the price has subsequently fallen below the share offer price.

[here and there] 24/2/2020 10:39

The placing was heavily over subscribed. I took part. Got scaled back to 60 % of my order. Think they are going to have a good year

[typo56] 24/2/2020 09:35

It's a discraceful way to treat PIs IMO. TXP were similar last week.

[riddlerone] 24/2/2020 09:14

Well done Cerrito,look back through the other thread if you want a clearer picture.As I have said before there is value in the IP and at some point it may be realized but for private investors its a rinse repeat story

[cerrito] 24/2/2020 08:59

Have been looking at putting my toe in this water and just as well for me that I dithered.
Spooky that they raised US3m pre expenses in November and had just US2.4 in cash/equivalents at year end,

[riddlerone] 24/2/2020 08:57

What a disgrace,massive discounted placing again from the management that keep insisting that they are funded until cash flow positive.
"The Issue Price represents a discount of approximately 43.9 per cent. to the closing mid-market price on 21 February 2020, being the latest practicable date before this Announcement."

[ny boy] 19/2/2020 15:20

Playing out nicely

PPS too
Now ABDP

It’s a good!

[someuwin] 23/1/2020 14:36

Nice bowl forming in the chart.

[dubai123] 09/1/2020 07:41

Great News and Chris Richards is a top guy with skin in the game

[outlawinvestor] 09/1/2020 07:38

One could guess something was up yesterday first with the large trades and strange rejected orders in IG. Anyway, the update is good news for holders. The company now needs to maximise the opportunity.

[pugugly] 19/12/2019 13:09

Management yet again blind-sided - As same top man as NANO what are the chances that this is systemic and PHC may go the same way?

[riddlerone] 19/12/2019 08:59

What a suprise yet again

"In 2019, as in 2018, last minute customer and logistical issues will result in revenue falling short of expectation.

[ny boy] 14/11/2019 23:07

Excellent stuff, 15p, short term resistance target.

[callumross] 14/11/2019 15:40

Would appear that Ospraie are buying in the market now to top up their placing stake. About 2m shares so far.

[callumross] 13/11/2019 15:55

Unusually large volumes in this one. Wonder if it's finally going to come good.

[ny boy] 12/11/2019 08:15

Breaking out, heading for 15p

[ny boy] 07/11/2019 09:08

Stay patient, some big buys starting to show up, happy to hold for a few years.

[ntbb] 26/9/2019 22:00

Oversold, should start to see rise

[smackeraim] 18/9/2019 14:06

Worth looking at this one before results arrive imo

[smackeraim] 17/9/2019 23:45

Had a nibble at a few of these today before close. Hopefully results are ok. Prepared to add more if needs be.