Plant Health Care Share Discussion Threads

[cerrito] 08/8/2022 07:33

It has come up in the IMC sessions that trading of PHC shares on the US OTC market has been disappointing.
I have done some digging this morning on the different OTC markets and have seen that the market PHC is on is the lower quality one of the OTCQB rather than the higher quality OTCQX.

[oapknob1] 05/8/2022 21:37

On the operational side, Plant Health Care® signed multiple new distribution agreements for Plant Health Care products , including with Ager Agro SAS ("Ager") in Argentina and Uruguay for ProAct® and Nutrien in Brazil for Saori. The company now has significant market access through some of the world's largest distributors.A long-term production and supply agreement was also reached with a leading Europe-based fermentation company to secure low-cost production capacity for various products to help meet projected global demand.Jeff Tweedy named Chief Executive Officer (CEO) effective June 22, 2022, with former CEO Chris Richards named non-executive chairman.Plant Health Care® commercial business includes sales of Harpin ?ß and, as they are released, PREtec products such as Saori. Harpin ?ß is a recombinant protein that acts as a powerful biostimulant, favoring crop yield and quality. The company sells Harpin ?ß through specialized distributors throughout the world. In Mexico, the Company also distributes third-party biological products.During the first half of 2022, the company continued to see accelerated adoption of Harpin ? in large markets, including the US and Brazil. In the US, sales are focused on grapes, citrus and specialty crops, with plans to expand to cotton and soybeans.On the commercial side, the company expects the second new product of Plant Health Care's PREtec technology platform (Vaccines for PlantsTM) to be launched in the second half of this 2022 in the US. The company's goal is to launch the least one PREtec product in a major market each year.In conclusion, the company is trading in line with market expectations for the full year through December 31, 2022.

[oapknob1] 05/8/2022 21:36

Plant Health Care®, a leading provider of new patent-protected biological products to help farmers feed the world sustainably, increased its sales by 60% as of June 30, 2002 compared to the same period in 2021. The Company projects reach 30 million dollars in 2025.Among the most outstanding financial aspects, the company offers the following results:Revenue increased 60% (62% in constant currency) to $5.6 million (H1 2021: $3.5 million)Sales in South America increased 333% driven by the launch of PREtec's first product, Saori™, in Brazil.Sales in North America increased by 133%Harpin ? revenue increased 37% to $3.3 million (H1 2021: $2.4 million). Growth was strong in sugar cane, citrus, cotton and specialty crops.Third-party revenue increased 36% to $1.5 million (H1 2021: $1.1 million)Gross margin increased to 61% (1H 2021: 56%The company's cash reserves were $6.3 million as of June 30, 2022

[pretax2] 30/7/2022 22:08

The issue of food shortages is beginning to be talked about by the media; who have been asleep at the wheel so far. The famine in SriLanka has brought the issue home. A semi-developed nation in political turmoil and starving.
Hopefully people will start to see the importance of Biostimulants amid the current fertiliser shortages.

[blackswann] 30/7/2022 19:37

Worth a read of thishttps://www.mailplus.co.uk/edition/comment/206900/which-of-our-would-be-pms-will-stop-a-food-shortage-from-being-the-next-big-crisis

[blackswann] 27/7/2022 11:31

https://twitter.com/SeanDentBsc/status/1552254200524021762?t=afXqHm1Hsz968anJqXIAlw&s=19

[kaos3] 26/7/2022 07:14

the hard to get sales traction has two effects:

directors can not take loans to purchase "cheap" shares - as it is a long time process

when we have sales - competitors have almost no chance to push us out

[blackswann] 26/7/2022 06:46

https://twitter.com/InvestorMeetCo/status/1551818351399280641?t=5NQFJTeCY36l13k4cKVAkw&s=19Yesterday's presentation right here

[blackswann] 25/7/2022 21:21

https://twitter.com/Starpunchshares/status/1551678464549330944?t=mt-6UX9d82Ll5WfI5a1WrQ&s=19

[oapknob1] 25/7/2022 20:18

Yes. No fund raise needed and reiterated. 40% increase Operating cash burn due to investment in Pre tech launches and expanding commercial business from Q3 2021. Expecting to reach full year targets for year end. All good and positive.

[davemac3] 25/7/2022 19:44

anybody seen the Investor Meet Company presentation from earlier today?

[pretax2] 25/7/2022 18:21

None I know about.

[blackswann] 25/7/2022 12:40

Is there a telegram group for PHC at all guys?

[blackswann] 23/7/2022 11:37

Lovely, thanks a lot pretax2

[pretax2] 23/7/2022 11:00

Blackswann
The key players operating in the global biostimulants market are Marrone Bio Innovations, Inc. (U.S.), Biolchim SpA (Italy), Monsanto Company (U.S.), Valagro S.p.A. (Italy), Andermatt Biocontrol AG (Switzerland), Som Phytopharma India Limited (India), BioWorks, Inc. (U.S.), Novozymes, Inc. (Denmark), Koppert B.V. (the Netherlands), Isagro SpA (Italy), Italpollina SpA (Italy), Trade Corporation International (Spain), Biostadt India Limited (India), Micromix Plant Health Ltd. (U.K.), FMC Corporation (U.S.), Syngenta International AG (Switzerland), BASF Corporation (Germany), BioAtlantis Ltd.. (Ireland), Omex Agrifluids Limited (U.K.), Agrinos AS (Norway), Plant Health Care plc (U.S.), Haifa Chemicals Ltd. (Israel), SICIT 2000 SpA (Italy), and EuroChem Group AG (Switzerland). Others include: Bayer CropScience, Verdesian Life Sciences, Lallemand Plant Care, West Coast Marine Bio-Processing Corp, Valagro, Koppert Biological Systems, Agriculture Solutions Inc, Agricen.

As you can see the sector is in need of consolidation and this process has started with mergers and acquisitions. There is a post from BOTS on LSE about this (posted yesterday).

[blackswann] 23/7/2022 06:33

Hello all. Just looking at the current valuation of the company on a price to sales ratio & a EV/sales and it seems reasonable given the projected 2025 revenue target. Questions though.What is 2022, 2023 & 2024 sales targetsWhat PSR or EV/sales multiple are our competitors on or could you give me the names of some of our competit so I can research myself please.Thankyou

[pretax2] 22/7/2022 10:27

RE: Scale in slowly
Sounds wise BlackSwann. And thanks for info on the options (I was looking for that the other day).
My gut feeling is that the directors will be able to sweep all these options off the table before 2027.

[blackswann] 22/7/2022 08:38

Hi, there were x2 lots of options granted at a 1p strike rateThe first batch of which there are just over 3m left.70% of these can be take if the share price AVERAGE over a 30 day period is 15p. The remaining 30% can be taken if the average share price over a 30 say period is 27p.The second batch of which there are just under 5m left.70% of these can be taken if the share price average over 30 days is 22p with the remaining available if share price average over 30 days hits 33p.Both batches expire in 2027.Options is one thing but proper skin in the game is the other. I like these a lot but the lack of director own money in is a bit of a ,let's say Amber flag. Not a red flag.A decent buy from a director at this level would complete the investment case for me and I would go all in. At present I think I'll scale in slowly just incase

[pretax2] 22/7/2022 07:35

Blackswann
There is an interview from earlier this year where CR says that Ospraie we’re approach by a fund and asked if they would sell some of their stock to them.
As for JT, I’ve also puzzled over why he doesn’t have more of a stake. The directors have performance related options with a strike of 1p. CR told me they vest much higher, but didn’t say how high. So if I’m JT I might ask ‘do I want 2m shares at 10p right now or 2m at 1p when the share-price is significantly higher?’ If I’m confident that the price is going up, I’d hang on for the options.
I’ve never been seduced into thinking that the current share-price reflects the value or potential of PHC, but sometimes you have to wait for Mr Market to come to his senses.
Sorry for long winded reply.

[blackswann] 22/7/2022 06:22

Yes that is true. Revenue growth is great & I can see the companies pathway to higher revenues in the future given their ambition to release x1 new product each year and organic growth of PREtec 279 as well as HarpinAB. Institution sells are not a concern in isolation but with x2 of them reducing holdings and the lack of real skin in the game from the CEO & CFO does make me cautious. It's the only thing holding me back taking a position here. I am interested though. What are peoples hopes for the presentation?

[pretax2] 22/7/2022 05:58

A 60% increase in H1 sales is a better indicator of company health than institutional and director dealing. There are many indirect factors influencing institutional and director dealing. I’ve known institutions offloading just before share prices go on huge bull runs. Sometimes to create liquidity in the stock. Look at i3e. There were 5x institutional sells just before the had a 300% rise.

[blackswann] 21/7/2022 21:00

While there are a lot of options on the table, the board (not counting Chris) don't really have enough skin in the game. I would like Mr Tweedy to get serious now he is in the big seat and put a decent chunk of his own money on the line. After all, if he isn't, why should we? If we're truly at that inflexion point.Anyone got any good questions they're going to ask on the 25th?

[r0hini] 21/7/2022 20:50

Isn't it a worry for anyone that Ospraie & now Lombard have reduced their holding?Lombard still own 5% of the company after previously holding 7.4%.Are they dumping their entire holding as that's 15m shares to churn through

[cerrito] 21/7/2022 18:06

I am encouraged that Lombard Odier can reduce their holding by 5% of the shares outstanding and the share price more or less takes it in its stride.