Plant Health Care Share Discussion Threads

[pugugly] 01/2/2022 21:30

If products and prospects so fantastic WHY is share price down ovr 50% from year high?

[geraldus] 01/2/2022 20:04

Yes,another good presentation.First class on investor communications.

[kaos3] 01/2/2022 16:50

great presentations. beaming confidence. stock worth multiples (taking future into the account) .....

[oapknob1] 01/2/2022 16:13

Targeting $30million revenue by 2025.

[ewanwhose] 01/2/2022 14:04

New Cenkos note out.

[cerrito] 01/2/2022 11:36

I see that 2021 revenues were 12% up from Arden's estimate and 8% up from that of Cenkos but the market has yawned.

[geraldus] 01/2/2022 08:08

Dig for victory.Webcast later today.

[oapknob1] 01/2/2022 07:09

01 February 2022Plant Health Care plc"Plant Health Care" or the "Company"Trading StatementPositioned as a leader in sustainable agricultureFebruary 1(st) , 2022 - Plant Health Care(R) (AIM.PHC.L), a leading provider of novel patent-protected biological products to global agriculture markets, announces its trading update for the 12-month period to 31(st) December. All results provided are preliminary and subject to completion of the 2021 audit.Financial and Commercial highlights: - Revenue increased 28% to $8.4m (2020: $6.6m)

[oapknob1] 01/2/2022 07:05

The Board remains confident that the Company is on track to deliver cash breakeven within existing financial resources.Chris Richards, CEO of Plant Health Care, said:"The Commercial business is now profitable and cash generative and set to deliver profitable growth over the coming years. Strong Harpin revenue growth, combined with the first of many product launches from the PREtec platform, mark a very strong year for Plant Health Care. The Company is now well positioned to become a leader in Sustainable Agriculture, as recognised by the award of the LSE's Green Economy Mark."Plant Health Care has established core relationships with four of the largest global agricultural distributors, giving us scale in key markets. Harpin sales growth of 55% was driven by substantial increases in all Regions. In Mexico, sales of Harpin increased by 15% but third-party product sales were held back due to low crop production in H1 2021."The launch of Saori into Brazil the world's largest soybean market has been well received. Sales volumes in 2021 were limited by the availability of product; however, the recently announced toll manufacturing agreement secures ample capacity to supply long-term growth in PHC279 (the active ingredient in Saori) at attractive cost for all global sales. Nutrien, our partner in Brazil, is excited about the potential for ramping up sales of Saori in 2022 and beyond."We plan multiple launches of PREtec products into other large markets over the coming years, following an investment of more than $25m over the last eight years. The next launch will be PHC279 for the specialty crop market in the USA, in partnership with Wilbur Ellis, in the second half of this year. The submission of the regulatory filing for PHC949 to the EPA in the USA sets the way for the first launch of that exciting product in 2023. Plans are in place for further major product launches in following years, as we build a large business from the PREtec platform."We have good visibility to future revenue growth expectations from our distributors and are confident that the momentum within the business will continue into 2022 and beyond. We remain on track to deliver cash breakeven within existing resources."

[geraldus] 31/1/2022 10:47

Does look a tad ambitious but who knows.

[cerrito] 31/1/2022 10:03

I see we had a flurry of activity on Jan 18/19 with 2m of reported trades over the 2 days ie 2/3rds of 1% of shares outstanding but we have gone back to sleep with only 33 shares reportedly traded in the 3 days Tuesday to Thursday last week.
I also checked that there were no reported short positions-I would have been flabbergasted if there had been any.
Joint broker Cenkos has a note out today with a 25p tp. FWIW- and with great respect to Cenkos a lot of this is inspired guess work- they have an adjusted PBT of £3.2m next year ie 2023 and cash/equivalents of £8.2m at 31.12.23. If Cenkos are right the jam is quite close.
I note from my notes on the July 26 IMC call that they were then talking about submitting this application in Q4 21.

[oapknob1] 31/1/2022 08:32

Next week there's more Field Day with Saori® !Catch up with more moments from the 7th Field Day with Saori®, now at Gaia Farm @algarfarmingoficial, em Monte Alegre de Minas (MG) com @matheusdpsWe are grateful for the presence of everyone and the hospitality of André Luis dos Santos Ribeiro, responsible director, of the group @algarfarmingoficial .Saori® is part of @nutrienbr's integrated solution that offers the farmer greater productivity, working with tranquility and profitability.On Field Day with Saori® you'll check out a visibly more sapling and ready to deliver the best results in saori 2021/22.

[riddlerone] 31/1/2022 08:24

Morning Pug...I am sure RG has not been happy with the performance,all began to unravel when the touted auctions were a bust.I have always thought IP value is there but at what price would the major shareholders be prepared to let it go for.Trading update tomorrow which should be positive but revenue needs to surprise the market for any meaningful recovery.

[pugugly] 31/1/2022 07:45

Msrket cap £28M - "PHC949 to reach into the tens of millions of dollars over the long-term" We are all dead in the long term. Coupled with the rate of inflation we may never see any real value before being snapped up by a scalper for peanuts.

Also being hard hit by the massive sell off in maybe jam tomorrow stocks.

I hope I am wrong but one of the worst performers in AIM.

$64K question - Salvage what you can or dig in for possible recovery.

Very much (imo) depends on whether regulatory approval obtained -" after regulatory approval in 2023. " So potentially could be nearly 2 years before approval or rejection. Odds anyone?

[oapknob1] 31/1/2022 07:28

31 January 2022RNS31 January 2022PLANT HEALTH CARE plc("Plant Health Care" or the "Company")PHC949 submitted for product registration in the USAPlant Health Care(R) (AIM: PHC.L ), a leading provider of novel patent-protected biological products to global agriculture markets, announces it has submitted a new application to the US Environmental Protection Agency (EPA) for registration of its novel peptide product, PHC949, for the control of damaging soil nematodes.Highlights- PHC949 is the second new product from Plant Health Care's PREtec (Vaccines for Plants (TM) ) technology platform; the Company plans one major new launch every year.- The Company is targeting PHC949 against nematodes (soil pests), a market forecast to be worth $1.6 billion globally by 2025; these pests reduce crop yields by some $100 billion annually.- In the USA, PHC949 is being co-developed with Wilbur-Ellis for nematode control in high-value specialty crops. Wilbur-Ellis, a $3.4bn distributor of crop inputs, plans to launch the product in the second half of 2023, soon after registration by the EPA.- Field trials of PHC949 in the USA show outstanding control of nematodes; for example, in peppers PHC949 increased marketable yield by about 3,265 lbs/acre, worth an extra $2,070/acre.- Field trials are also underway demonstrating the value of PHC949 in soybeans and other crops in the US and Brazil.- The Company expects global sales of PHC949 to reach into the tens of millions of dollars over the long-term and to become a significant value driver for the Company.

[oapknob1] 21/1/2022 06:42

Now it's @campoenegocios that informs its readers about this news. Especially for the Uberlândia (MG) staff, where it happens today, another Field Day with Saori®.The right solution of @plant_phcbrasil to control Asian soy rust will show through the Field Days with SAORI® the excellent results that this innovative technology has been conquering in São Paulo, Minas Gerais and Goiás.Check it out!https://revistacampoenegocios.com.br/dia-de-campo-com-saori/SAORI®. WHY THE SOLO IS HOLY. AND THE PRODUCTIVITY TOO.#agro #agronegócio #phc #sustentável #bioinsumos #soja #saori

[oapknob1] 21/1/2022 06:39

Busy in Brazil on FB with field days where farmers are showing their results to other farmers. Working hard in Brazil to spread the message.Tomorrow there's more: Field Day with Saori® in Leme, São Paulo, at the Santo Antonio site.Catch up with some moments from the 3rd Field Day with Saori®, at Magrisa Farm in Piraju, SP!We appreciate the presence of everyone and the hospitality of the farm manager, Marcio Moreira. With Fabio and Guilherme from the Avaré branch of @nutrienbr , @demiranda.rodrigo , Gustavo Yepez and @Sergio Almeida from @plant_phcbrasil.Saori® is part of the integrated @nutrienbr solution that offers the farmer greater productivity, working with tranquility and profitability.Still this week, we will be with Saori® Field Day in Leme City (tomorrow) open doors to welcome you. And next week there's more!Schedule your visit with the @plant_phcbrasil technicians and participate in Field Day with Saori! With Maria Luiza Alves Borges and @gabrielpcf in Goiás; @anderson. rovari and @diobenedetti inside São Paulo; @matheusdps and @romildosilvajr in Minas Gerais.Come and check out the CHOCOLATE that Saori® has been marking in your region. You'll check out a visibly more sage and ready to offer the best results in the 2021/22.SAORI®. WHY THE SOLO IS HOLY. AND THE PRODUCTIVITY TOO.#agro #agronegócio #phc #soja #saori #bioinsumos #sustentabilidade #produtividade

[cerrito] 19/1/2022 17:51

Arden’s note on Research Tree a good summary pf the WE IMC meeting. It was good to hear that 279 will have a shelf life of 5 years; interested in the WE comment that these days a new product launch needs greater investment in time and effort than before and also that if a new product has not caught on after three years it never will.
Good that Arden’s forecast has $4m of cash at the end of 22 with no equity raises forecast for 22.
The PHC share price is suffering the same fate as my pre profit clean tech stocks such as CWR and ITM.

[oapknob1] 14/1/2022 18:37

Share price not looking good though :-(

[geraldus] 11/1/2022 18:35

Certainly looking more positive.Can't fault them for shareholder communications.

[oapknob1] 11/1/2022 18:28

All 30 ears :-)

[cerrito] 11/1/2022 17:14

Chris Richards in very buoyant form in this Proactive video saying that they had met their expectations but we need to wait till Feb 1 trading statement for the details.
Judging by the share price today his words fell on deaf ears.
.

[geraldus] 01/1/2022 13:45

Is 2022 going to see more interest in Agro stocks.PHC's investment to yield sustainable results in a bio- chemical only future and bring eventual profit by 24/25 is getting interesting.Wonder what Griffiths thoughts are.

[oapknob1] 31/12/2021 07:57

SAORI ™ is conquering the soy fields of BrazilBrazilian fields are receiving SAORI ™, new technology for the control of soya diseases, based on elicitors derived from Harpin protein.Distributed in different areas representing culture that can now count on a biologically natural revolutionary solution for seed treatment to follow #breakingbarriersofproductivity and fighting Asian rust.Showcasing superior performance in developing culture and improved growth in roots and aerial part of the plant, SAORI ™ treated areas are already prepared to deliver greater productivity and better sanity in harvesting at the end of this crop.