Plant Health Care Share Discussion Threads

[oapknob1] 01/10/2021 20:15

PHC only mentioned 40 million so projection is more than double,About 99 million acres are expected to be devoted to soybeans,

[oapknob1] 01/10/2021 19:54

Farmers in Brazil began planting in September for what is expected to be a recording-breaking 2021-2022 harvest. The first projection from CONAB (National Supply Company in Brazil) projects farmers will produce 289.6 million tons of soybeans, corn, cotton, rice, and beans – accounting for nearly 95% of the total grain produced in Brazil.About 99 million acres are expected to be devoted to soybeans, and about 51 million acres to corn, both records. The projections are based on high international prices and profits in 2021, depreciation of the Brazilian real relative to the U.S. dollar, an expected increase in exports, and the profitability forecast for 2022.Brazil is likely to remain the world leader in soybean production in the next crop year, followed by the United States and Argentina. Brazilian soybean acreage is expected to grow 3.6%, to 98.62 million acres, according to CONAB. Most of the acreage increase is expected to be the conversion of pasture to soybean acre. The 2021-2022 soybean crop in Brazil is projected to be 5,190 million bushels, the highest in history, an increase of 3.9% over the previous harvest.Historically high prices and profits in 2021, coupled with optimistic expectations for the next harvest and the depreciation of the real relative to the dollar, are motivating farmers to increase the acreage they plant. It is important to highlight that the price of soybeans in the Brazilian market is formed by the three following factors: international prices, port premium, and the dollar. All three factors are expected to remain high in 2022 because of the low world stock-to-consumption ratio, and the increase in domestic consumption.Brazilian soybean exports and the crush are expected to increase in 2022, driving the increase in acreage planted. The demand for more biodiesel fuel and the high consumption of animal feed also are expected to fuel domestic demand in Brazil next year.The soybean crush is projected at 1,891 million bushels, a 10.7% increase over this year. Chinese demand and a weak real with a strengthening U.S. dollar will drive an increase in soybean exports. Soybean sales are projected to reach 3,218 million bushels next year, 5 percent higher than this year, according to CONAB report.

[oapknob1] 01/10/2021 19:50

Planting has started in Brazil.Bom Futuro said the start of rainfall in Mato Grosso, Brazil's top grain producing state, had led to optimistic projections for the planting of both soybean and cotton, which will be sowed in late December."Weather forecasts show us that rains should continue in the state, so we are looking at yields between 70 to 72 bags per hectare (for soybean)", Bom Futuro's production director Inacio Modesto Filho said in a statement.The company expects to produce 1.22 million tonnes of soybeans in the 2021/2022 season, versus 1.17 million tonnes in 2020/2021.

[oapknob1] 01/10/2021 10:32

Sales numbers for Saori. Once they start coming in things should change

[pugugly] 01/10/2021 08:11

Way the share price is going almost looks as though Mr Market feels we are going the way of Eden but we are a much stronger company and have significant revenue and a strong approved pipeline - So what is going on.
Our market cap £35.7M EDEN £31.4m

[oapknob1] 29/9/2021 10:47

Now they close the spread!!! Saori to fly out the warehouses onto Soya crops in Brazil. We will find out January if not sooner.

[kaos3] 22/9/2021 16:37

strong projections in the presentation - but valuation is fair imho - even if they reach their aims towards 2025

2025 revenue cca 35 mil, 55 gross margin, net 20 - eg cca 7 mil profit in 4 years ... if executed perfectly. -

now - shoot me please

[oapknob1] 01/9/2021 06:08

-- Argentina has 24 million hectares (60 million acres) of corn and soybeans planted in the current season. Growers spent more than $100m on soybean seed treatments in Argentina in the most recent season. The size of the biological market in soybeans is growing rapidly and was about $75m in 2021

[oapknob1] 01/9/2021 06:06

Getting bigger.RNS1 September 2021PLANT HEALTH CARE plc("Plant Health Care" or the "Company")Argentina approves Harpin ab for use as a seed treatment in Corn and SoybeansPlant Health Care(R) (AIM: PHC.L) , a leading provider of novel patent-protected biological products to global agriculture markets, is pleased to announce the registration approval of Harpin ab for use as a seed treatment in Argentina.

[oapknob1] 26/8/2021 12:15

Same trade show 3 times

[oapknob1] 24/8/2021 15:27

Slow burner.

[cerrito] 24/8/2021 12:32

This share is unloved at the moment.
I guess reflects that no earth shattering news on the horizon. In the last couple of weeks volumes have been pretty light which would suggest little selling by Griffiths, although people may be concerned about that.
Some people may be put off by the weather conditions in both Brazil, which continues to affect sugar and could be a downer for the Sauri launch, and the US. On a macro long term level climate change will boost the need for PHC products but there may well be a short term hit.

[pr4w2b0y] 18/8/2021 20:49

hxxp://news.agropages.com/News/NewsDetail---40015.htm

hxxp://news.agropages.com/News/NewsDetail---40092.htm

hxxps://www.voxmarkets.co.uk/articles/plant-health-care-hails-saori-as-a-revolutionary-approach--198682c/

[oapknob1] 11/8/2021 22:27

https://www.agrii.co.uk/blog/trust-the-science-when-choosing-bio-stimulants/

[cerrito] 09/8/2021 15:36

There was I extolling the stable shareholder base and then Mr Griffiths sells down by more than 2%.
I have only run into him in CWR where he sold down his stake which was 28% at some point in 2014 to less than 3% in 2020 and no idea if that is typical of the way he operates.

[oapknob1] 06/8/2021 09:17

Be interesting to see if More top tier Football / Rugby clubs star using PHC product on their pitches here and throughout Europe.

[oapknob1] 06/8/2021 09:14

I think the real gains might be H2 in 2022 leading into 2023. Long hold slow burner. CEO has taking other co's to High value take overs. Listing US coinciding with product coming to launch there and current sales seems sensible. Hopefully US market penetration is increasing.Then there's the big launch to come

[cerrito] 06/8/2021 08:50

As always the IMC session the other day good value and well worth a listen.
To me they further downplayed the launch of Saori in Brazil in a few months time and as the year has progressed they have become more bullish on Europe.
Do not see a catalyst in the near term for the share price to go up significantly but their healthy cash position, good quality shareholder base , good IR strategy, good management, forward commercial momentum and fact that in an important area to me suggests that limited downside risk.
That they are on the US OTC market can only help.

[oapknob1] 06/8/2021 08:17

Approaching early September update.

[oapknob1] 28/7/2021 14:27

Wait till the impatient arrive

[geraldus] 28/7/2021 13:40

Looking a bit more perky for the patient.

[pugugly] 27/7/2021 07:03

Origin - If I have got the correct distributor - Irish - share price gone nowhere over the last 9 years

[oapknob1] 27/7/2021 06:55

Plant Health Care(R) (AIM: PHC.L), a leading provider of novel patent-protected biological products to global agriculture markets, is pleased to announce a new distribution agreement with a leading distributor in the UK for exclusive access to the biostimulant Harpin in all crops in the UK.

[geraldus] 26/7/2021 19:54

Company update worth a listen today.Bit more clarity.

[pugugly] 26/7/2021 15:06

Not sure - very very slow burners - Need to get real traction - OK a must have for many farmers but like watching ice cream melt in the artic -

OK ice melting faster than it used to - but not there yet. Mr Market not too happy at the moment.

Financial highlights:

-- Revenue increased 13% (9% in constant currency) year-on-year to $3.5 million (H1 2020 $3.1 million).

-- Gross margin decreased to 56% (H1 2020: 59%) due to currency effects.

-- Operating expenses increased 18% to $4.7 million (H1 2020: $4.0 million)

-- Cash used in operations decreased 29% to $1.5 million (H1 2020: $2.1 million)

-- $9.1 million (net of expenses) was raised in March 2021; the Company's cash reserves at 30 June 2021 were $11.1 million.