Plant Health Care Share Discussion Threads

[kaos3] 16/5/2022 04:55

the issue with PHC is the loong cycles - R&D, approval, initial production, distribution and adoption - what - 10 years? of huge effort - and costs

and once one product is on its way - it has to finance the next one and so on....

a very long way to the free cash flow and divis

growth is large and not huge - if compared with some other (IT) high tech

This one for myself is 5mall allocation for the long term - so I keep looking at it. non stop good news - but no FCF. even after 2025 we must see it first - to believe

[oapknob1] 15/5/2022 22:20

Does this mean JW will be pumping PHC on Twitter now?

[pretax2] 15/5/2022 13:25

hxxps://www.voxmarkets.co.uk/articles/plant-health-care-s-commercial-busines-ebitda-and-cash-positive-for-a-second-straight-year-8b4d4bf/

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View from Vox

Plant Health Care’s mission is to tap into the global market for biological products, a market which is growing at 12% per annum and is projected to be a $19 billion market by 2026.

Since 2018, the company has evolved its strategy from a focus on licensing its technology to major suppliers of agrochemicals, towards working with distributors. It is convinced that the company’s distributor partners will drive the adoption of its technologies over the coming years, to the benefit of the farming industry as it seeks to adopt more sustainable practices.

The Company’s latest agreement will see it distribute the Harpin αβ bio-stimulant product, ProAct®, into Argentina andUruguay, respectively, to further drive its commercial sales.

Ager Agro SAS (“Ager”), which supplied products to 10 million total treated hectares of crops in Argentina in 2021, was recently appointed as the group’s distributor across both markets.

Over 16 million hectares of soybeans were planted in Argentina in 2021. Furthermore, farmers are under increasing pressure to move to more environmentally and biologically friendly products to improve the sustainability of production, the company acknowledges.

In 2022, Plant Health Care’s commercial business is both profitable and cash generative, The Company said it expects this to deliver profitable growth for the business “in the years ahead.”

[oapknob1] 12/5/2022 15:08

Forecast for 2025 up from £25mill to £30+mill. Interesting start

[pretax2] 12/5/2022 09:09

It’s an excellent statement from a company developing global reach for their products which are clearly gaining traction. I was perfectly happy with the forward statement, in the current economic and geopolitical landscape, nothing can be too clear. Keeping powder dry on current year sales, maybe more released in the webinar today.
In profit and growing organically, a takeover target if ever I saw one.
Frankly, you have to look hard to find something not to like.
GLA

[cerrito] 12/5/2022 08:17

I had a sense of foreboding when they started the announcement commenting on the undoubted blue sky opportunities rather than the specifics of 2021 performance.
Outlook statement very wooly and no comment on current year trading. No comment on huge increase in admin expenses. Was expecting more specific sales figures for Saori .
Good to see decrease in inventory, noted no increase in trade payables and good that they referred to sales as those from the distributor to end client.
I have no specific comment on management changes which reflected the reality of what I perceive to have been happening.

[kaos3] 12/5/2022 08:08

the most exciting words - taking market share in a growing market !!

... Sales of the Group's Harpin product increased by 55% in 2021, as market shares grew in core markets; the Commercial business is profitable and cash generative. ...

[oapknob1] 12/5/2022 07:16

All sounding very positive "Mid-term sales of Saori(TM) are now expected to exceed the entire current revenue of Plant Health Care today and we plan to follow that with at least one major product launch every year."

[pretax2] 22/4/2022 11:44

Anyone looking to invest: this recent interview by Vox gives some idea of the potential.
hxxps://www.voxmarkets.co.uk/media/61fa3ec0b91bb37f49c18d95/?context=/listings/LON/PHC/multimedia/

[oapknob1] 21/4/2022 16:58

Rice crop application.From PHC Brasil tweet.ProAct ® aa, based on harpin ?? technology, will be the protagonist at SEMh 2022. Doctors Concha Domingo and Isabel Roselló, from IVIA, will present the study on the "Effect of Harpin ?? on the reduction of stress caused by the application of herbicides in rice cultivation.

[oapknob1] 20/4/2022 16:03

Or they just needed the funds.https://ospraieagscience.com/koidra-raises-4-5m-seed-funding-to-bring-intelligent-automation-to-greenhouses-and-beyond/Also " Bioceres Crop Solutions and Marrone Bio Announce Merger Agreement"Marrone Bio are part of Ospraie portfolio.

[cerrito] 20/4/2022 15:34

Two interesting things about the 7.5% reduction in shareholding by Ospraie, The first is that the price has held up very well. The second is that I remember Richards saying how important it was for PHC to have Ospraie as a shareholder and the good advice they get from them.
I have no idea if Ospraie have lost patience or their fund is having liquidity issues.
No surprise that the price has drifted down today as perhaps some are concerned about the prospect of further reductions by both Ospraie and RG.
I am interested to see in the results the impact that the drought in Brazil earlier in the year had on Sauri sales and how high fertilizer prices are impacting their sales.

[oapknob1] 19/4/2022 22:29

How many countries grow potatoes?https://www.potatoreview.com/industry-updates/biostimulant-trials-support-benefits/New trials data on Harpin protein based biostimulant ProAct® shows a consistent effect on increasing stress resistance.Repeating trends observed in previous years, potatoes grown at three sites in Norfolk which were treated three times with 150 g/ha ProAct® contained statistically significantly more calcium than the standard control. "Calcium is a critical nutrient for plants, it plays an important role in cell wall strength" says Matt Audley – Technical Sales Manager for Plant Health Care. "Stronger plants are healthier and more able to resist stress, which is why we also saw significant reductions in Blackleg, which targets soft tissue. Likewise, there was a 19.5% average increase in tuber calcium content in 2021 trials, which again helps to strengthen skins and reduce bruising and internal defects."

[oapknob1] 06/4/2022 11:46

RG back selling yet ?

[oapknob1] 01/4/2022 17:20

Maybe under promise and over deliver ?Ager supplies 10 million Hectares. What proportion of that is soybeans isn't clear but there is plenty upside apparently. Nationally the soybean crop is around 17 million Hectares. Decent market.Ager is a rapidly growing, multi-national distributor, with a particular focus on sustainably improving food quality and productivity across Argentina, Uruguay and Paraguay. In Argentina, Ager supplied product to some 10 million total treated hectares of crops in 2021. Today's appointment of Ager demonstrates the commercial appetite for ProAct in South America and significantly expands Plant Health Care's market access with leading partners across the region. Ager will commence sales of ProAct for soybean in Argentina during the third quarter of 2022 and is targeting 350k hectares of soybeans and 150k hectares of wheat within five years; this would generate in excess of $0.75m sales for Plant Health Care.

[cerrito] 01/4/2022 16:20

DaveMac3, I can understand why you say what you say and very sensible to get into Argentina.
Not clear to me why not going in with PHC279 after the work in Brazil; not sure if I have ever heard of ProAct and I assume they have regulatory sign off in Argentina; they refer to $750k sales if all goes well but not clear if that is annual or as it reads to me over the 5 years and if so does not move the dial much.

[davemac3] 01/4/2022 10:14

Thought that news may have boosted the SP

[oapknob1] 01/4/2022 07:44

1 April 2022PLANT HEALTH CARE plc("Plant Health Care" or the "Company")New Distributor Appointed for Two New MarketsAger Agro SAS Selected as Distributor in Argentina and UruguayPlant Health Care(R) (AIM: PHC.L ), a leading provider of novel patent-protected biological products to global agriculture markets, announces plans to commence commercial sales in two new and significant markets with the appointment of Ager Agro SAS ("Ager") as a distributor of Plant Health Care's Harpin product, ProAct(R), in Argentina and Uruguay.

[pugugly] 14/3/2022 14:39

The real question is "Why is RG selling even at these low prices" Does he know something bad or does he just need cash or has he siscovered a better growth prospect?

[cerrito] 14/3/2022 14:26

Yes ridderone the continued increase in soybean prices is beneficial to PHC as can be seen that the price has not cratered with the rest of the small/micro cap market and also Friday's announcement that RG is continuing to sell down.

[riddlerone] 24/2/2022 09:03

Soy Bean prices surging to near all time high has to be a big plus for PHC