Plant Health Care Share Discussion Threads

[pretax2] 30/1/2023 15:58

Someone knows what though!

[oapknob1] 30/1/2023 13:57

Someone knowsSignificant ShareholderPlant Health Care, a leading provider of novel patent-protected biological products to global agricultural markets announces that on 28 January 2023 the Company was notified that Scobie Ward holds 23,173,280 ordinary shares in the capital of the Company, representing 7.55 % of the issued ordinary share capital of the Company.

[pugugly] 28/1/2023 22:49

geraldus:- In the lap of the gods of war - Late February should tell us if Tom Lehrer's 3rd War marching song is going to come to come true!!!!!!!

"This year we’ve been celebrating the hundredth anniversary of the civil war and the fiftieth anniversary of the beginning of World War I and the twentieth anniversary of the end of World War II. So all in all, it’s been a good year for the War buffs. And a number of LPs and television specials have Come out capitalizing on all this nostalgia, with particular emphasis on the songs of the various wars I feel that if any songs are gonna come out of World War III we’d better start writing them now. I have one here. Might call it a bit of pre-nostalgia This is the song that some of the boys sang as they went bravely off to World War III.!

[geraldus] 28/1/2023 22:12

That is very strange.I posted the same 'coiled spring'comment on the VEL board (post 195).The reply then was 'a broken spring'.That subsequently trebled in value.That could happen here with a fair wind.

[pugugly] 28/1/2023 18:51

ore likely a broken spring - !!!!!!

[geraldus] 28/1/2023 17:30

Coiled spring comes to mind.

[oapknob1] 28/1/2023 10:01

Not long until update and company presentation.

[oapknob1] 25/1/2023 22:00

33p would be nice as a start. Be interesting to see updates valuation when £30mill Rev is hit in 2025

[pretax2] 25/1/2023 20:45

hxxps://ukinvestormagazine.co.uk/plant-health-care-producing-material-growth-and-substantially-undervalued/

Analyst Opinion – the shares are a Buy, looking for 33p

Ahead of the group issuing a Trading Update and Investor Presentation on 6th February, together with any further guidance being given by the company, analyst John-Marc Bunce at Cenkos Securities is rating the group’s shares as a Buy.

His estimates for the year to end December 2022 are for revenues to have improved nearly 36% to $11.4m ($8.4m), helping to substantially reduce the group’s pre-tax loss by a third from $4.6m to $3.0m.

For the current year Cenkos Securities, the group’s NOMAD and Broker, is looking for sales to rise over 39% to $15.9m, severely reducing the company’s loss to just $0.3m.

It is in the coming year that the broker envisages a significant advance by the business, with expectations of a 56% revenue increase to $24.5m, generating adjusted pre-tax profits of $5.2m, worth 1.6c per share in earnings.

The analyst states that “we see Plant Health Care as well positioned in the agritech industry and highly undervalued compared to its intrinsic value and peers” giving a 33p price target for the group’s shares.
Conclusion – substantially undervalued

Following years of development this group now has massive upside potential.

As this group aids farmers in increasing crop yields in the face of climate change and growing populations, its model of distributing globally its products through major partners will shine through.

Today it is a leading provider of proprietary biological products for agriculture, with its peptides poised to enter large markets.

The group’s Management is highly experienced in agricultural research and development, licensing and sales and is capable of further developing and capitalising upon its growing portfolio of new technology products.

In the meantime, its strong cash reserves and strict control of expenses should be sufficient to enable it to boost global sales over the next year or so, bursting the group into cash breakeven in 2024.

By the end of next year this company could well be reporting sales of over $25m, have some $5.5m net cash and making $5.2m profits.

With its shares at around the current 11.5p, the group is substantially undervalued at only £36m.

[oapknob1] 25/1/2023 13:55

CEO Jeff Tweedy and CFO Jeffrey Hovey, CPA are presenting at the @UKInvestorMAG Virtual Investment Conference on 22 February. Click on the link to register: ukinvestormagazine.lpages.co/22nd-feb-23/

[pretax2] 24/1/2023 22:50

Trace out the triangle on the quarterly chart starting Q2 2017.
We just broke out.

[oapknob1] 24/1/2023 22:05

We will see if there are any TR1's

[pugugly] 24/1/2023 21:39

pretax2 means volume dear boy volume - Highest for a few days, but on the sell side - if the alogros are correct. However the volume on the 17th was higher and again mainly sell side.

Majors decided to call time on this dying dog? Or short term profit taking on the bounce?

[oapknob1] 24/1/2023 20:48

Literally 5 trades all day

[pretax2] 24/1/2023 18:25

Lots of sells today and yet we’re slightly up.

Interesting 🤔😏

[oapknob1] 20/1/2023 21:59

Ángel Marín, general manager and Dr. Matthew Audley, technical and sales manager of #PlantHealthCare EMEAA have made an agricultural tour together with the PHC México team. Trials and verifications in the field have evidenced the excellent results of ProAct and Messenger Gold.

[oapknob1] 19/1/2023 13:38

If PepsiCo Agro sign up as a customer via one of PHC's partners then the knock on affect for PHC could be very good indeed.

100000 plus agricultural jobs supported - Tens of thousands of farmers in their network - 25 key ingredients and crops sourced form more than 30 different countries - 90% sustainably sourced globally - 345000 acres farmed with regenerative farming practices toward goal of 7 MILION acres by 2030 -

"Climate-related impacts like excessive heat, drought or flooding can impact farm yield and productivity. So we’ve taken steps designed to source our crops in ways that respect natural resources, strengthen farming communities and ensure a secure supply of ingredients for our products.

We’re supporting regenerative agricultural practices that aim to make soil healthier, sequester carbon, improve watershed health and biodiversity, and strengthen farmer livelihoods. We’re working closely with our farmers and intermediary suppliers to embed these practices throughout our agricultural supply chain."

PHC products look a perfect fit for PepsiCo Agro. If they are impressed with increased crop health and yield with a low environmental impact then orders may follow.

[pretax2] 19/1/2023 08:01

Edit
Nope, too preposterous.

[oapknob1] 18/1/2023 16:42

Following on from U.K. potato trials.Plant Health Care of Mexico participates with Pepsico Agro and Ocalle SA of CV, in a potato trial in Sinaloa to demonstrate the improvement in production, quality and conservation with the use of ProAct, a product based on Harpin ab technology.The aim is to achieve improvements in this important crop always within the next generation agriculture strategy promoted by Pepsico, which seeks to drive progress by making agriculture more solid, intelligent and inclusive and.Pepsico Agro - !

[kaos3] 18/1/2023 10:14

paper is currency too ...

and critical mass is very important

[pretax2] 18/1/2023 10:12

Good point Cerrito

[cerrito] 18/1/2023 10:01

At this time and indeed for all of 2023 I do not see PHC having either the financial resources or depth in management to do an acquisition of a size that would justify having a NED with m&a expertise and I am going that this appointment is more defensive than offensive.

[kaos3] 18/1/2023 09:33

appreciate pretax. imho ... they will start consolidating them self. It is in my memory that it was said by them some time ago....

I like their model. capital light. distribution and production outsourced....

[pretax2] 18/1/2023 09:30

Wilbur-Ellis.
But with hindsight we could all be getting ahead of ourselves. I’d much prefer the share price to be over 30p before we start talking about takeovers.

[kaos3] 18/1/2023 09:03

for a non english speaker - what does WE stands for...

tia