Plant Health Care Share Discussion Threads

[pugugly] 01/10/2021 09:11

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 11:47

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 17:37

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 07:08

-- 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 07:06

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 13:15

Same trade show 3 times

[oapknob1] 24/8/2021 16:27

Slow burner.

[cerrito] 24/8/2021 13:32

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 21:49

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 23:27

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

[cerrito] 09/8/2021 16:36

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 10:17

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 10:14

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 09:50

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 09:17

Approaching early September update.

[oapknob1] 28/7/2021 15:27

Wait till the impatient arrive

[geraldus] 28/7/2021 14:40

Looking a bit more perky for the patient.

[pugugly] 27/7/2021 08:03

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

[oapknob1] 27/7/2021 07:55

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 20:54

Company update worth a listen today.Bit more clarity.

[pugugly] 26/7/2021 16:06

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.

[oapknob1] 07/7/2021 19:01

Chance to accumulate

[1pencil] 03/7/2021 18:00

One of Harpins USP's is increased drought tolerance although as mentioned not sure how effective against such extremes.

It sounds far fetched but some scientists are already forecasting areas of the planet which will effectively become uninhabitable, Australia has already made the news in this respect as simply too hot.

Other side to this of course is wetter areas, increased sea levels and so on - rice being one of the worlds food staples is particularly sensitive to weather patterns up or down.



On the upside Brazil has seen a rise in soya production recently (see Brazil's June soybean exports likely to outpace 2020 level)

[kaos3] 03/7/2021 07:38

1pencil indeed - my thinking is - getting plants ready to deal with diseases, animals and NOW - weather resistance - do we have weather impact resistance tech - not yet - that I know of

[1pencil] 02/7/2021 21:47

The uncertainly in global weather patterns may help or hinder companies like Plant health Care, I guess it depends on the severalty of change and how quickly events appear.

The situation in California at present is too extrema imo, drought tolerant crops may have little to no impact on harvested weights if everything is wiped out.

Vertical farming is becoming more popular and may be one answer to extreme weather patterns, it's relatively low cost to set up and can be powered by solar in many locations.