Plant Health Care Share Discussion Threads

[oapknob1] 17/8/2022 22:05

PHC provide alternatives. The developing situation worldwide is providing a catalyst for increased and faster farmer uptake of PHC products.BloombergFertilizer Usage Is Being Pummeled by Europe's Energy CrisisGlobal fertilizer use could plunge 7% next season, IFA saysAbout 25% of Europe's nitrogen capacity is curtailed: CRUThe energy crunch throttling Europe's fertilizer output is threatening to force the world's farmers to use even less of the nutrients crucial for growing food.

[pretax2] 17/8/2022 17:37

Interesting that Tropfen are marketing ProAct with two other complementary biologicals in a product line called Tropbio ["Tropbio Pro" is essentially ProAct].
The article claims that Tropfen are partnering with PHC to 'develop' new technologies. I read this as they will add to their Tropbio line with further PHC products once registered. Tropfen have an impressive growth forecast.
Patience required.

-----------------------------------
Tropfen presents 3 biological alternatives at 2022 Aapresid Congress
16th Aug 22

[Extract]
″These lines of biologicals for seed treatment are our big bet for this campaign. We are also convinced that innovation and development must be within reach of the producer,″ explained Tropfen's Marketing and Technical Services manager.

According to him, Tropfen intends to ″double its business volume in five years and reach 20 million hectares with our technologies, with bio-inputs representing 30% of this goal.″

″We gradually integrated ourselves into the market, and today, we are a reference in agricultural foliar applications with more than 10 million hectares applied with our technologies,″ says Oldani Ratto.

Partnership with PHC

Tropfen recently partnered strategically with the US biotechnology company Plant Health Care Inc. (PHC), with which they are developing technologies.

According to the local company, the bioinput market in Argentina amounts to just US$100 million, with 70% of soy inoculants, against $3 million in the chemical technology market.

On the other hand, expected growth rates for the chemical market are around 3%, while in the case of bio-inputs they are up to 14%, Tropfen projected.

hxxps://news.agropages.com/News/NewsDetail---43699.htm

[my retirement fund] 12/8/2022 09:57

That's true callum but on the other hand why would you want to undervalue your business on purpose to make a million when you can fully value it and make tens of millions? or in otherwords your never going to accept an offer that undervalues the business, just wouldn't make sense. Plus you have a duty to all shareholders to value the business correctly, failure to do that opens yourself to considerable litigation.

[pretax2] 12/8/2022 09:18

Worth noting the positive impact of HarpinAB in drought conditions and their global reach via several huge distributors. With PreTec just starting to sell this is a great time to buy and hold PHC. The best.

[callumross] 12/8/2022 08:50

My only gripe is that they are also a reward for failure as they are exercisable at 1p on a change of control. So they could accept an offer for the company at, say, 5p and make a killing on the options.

[my retirement fund] 12/8/2022 08:43

Against a back drop of these high fertilizer prices, climate stressed agriculture and increasingly clear food insecurity, PHC should do well.

[cerrito] 12/8/2022 08:37

I have no issue with these grants.
I see that the share count could go up 1.8pc when the share price hits 17p and I am OK with that.

[my retirement fund] 12/8/2022 08:11

Options granted at 17 and 29p some decent incentives there's to put some valuation on to the company

[my retirement fund] 12/8/2022 08:06

Took a few

[pretax2] 12/8/2022 08:05

Grant of options, lucky directors. Performance related seem reasonable. No surprise on the timing we’re close to breaking out of a triangle on the quarterly chart that dates back to 2017.

[blackswann] 12/8/2022 07:25

https://twitter.com/SeanDentBsc/status/1557976512321699840?t=JNu2he7nfDNyLr-loA-B4A&s=19

[blackswann] 11/8/2022 15:43

Ceo sees value here and so do I. Added

[pretax2] 10/8/2022 17:58

A vote of confidence in PHC from JT with a small buy. I’ve never subscribed to the idea that directors have to buy zillions of shares for it to be meaningful. This is a nod to shareholders that things are ticking along nicely in the background. Nice one Jeff.

[callumross] 10/8/2022 13:47

Topped up another 10k at 9.84p. Quite surprised actually to be able to buy shares again at sub 10p

[cerrito] 09/8/2022 12:24

Thanks for that link Pretax.
Given that PHC seemed to tick so many of his boxes I had to ask myself why he sold but that has been well covered in the IMC calls.

[oapknob1] 09/8/2022 07:42

Once 279 launch in US is confirmed and 949 gains approval it may spark US investor interest. Maybe if Wilbur Ellis took a stake .

[pretax2] 08/8/2022 23:23

Really interesting interview with Dwight Anderson of Ospraie (despite the flakey interviewer). Suggest you skip the first 12 mins where there's loads of background. Conclusion, lots of opportunity in the Agtec space.

hxxps://mebfaber.com/2022/08/03/e433-dwight-anderson/ [transcript]
[video]

[pretax2] 08/8/2022 10:20

Thanks for the info Ceritto
JH mentioned the board had discussed improving US investor participation so hopefully a solution is close.

[cerrito] 08/8/2022 08:33

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 22:37

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 22:36

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 23:08

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 20:37

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 12:31

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

[kaos3] 26/7/2022 08:14

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