Plant Health Care Share Discussion Threads

[geraldus] 07/2/2023 17:19

Just watched the presentation.Looking good with excellent margins and outlook.

[pretax2] 07/2/2023 16:02

And the little fish hand their shares over to the wealthy sharks for a 15% profit.

[pretax2] 06/2/2023 15:49

Nice to see they’re working on finding a second producer. This will de-risk upstream supply.
Potential is massive so I’ll keep nibbling at these levels.

[davemac3] 06/2/2023 13:15

Investor Meet Company presentation at 3pm today

[callumross] 06/2/2023 11:37

hxxps://www.research-tree.com/companies/uk/chemicals/plant-health-care-plc/research/cenkos-securities/cenkos-plant-health-care-plc-strategy-delivering/39_1ace7fb2-e2f8-4de0-b299-9342c273b814

[cerrito] 06/2/2023 08:51

Initial share price reaction understandable as pretty much steady as she goes.
Good that they repeat they do not see a need for a further equity raise and note Cenkos in their note today are of the same view.
Cenkos say Ebitda loss in line with expectations, cash better given working capital run down and gross margin smaller given third party sales.

[davemac3] 06/2/2023 08:40

Yep, still under the radar

[oapknob1] 06/2/2023 07:44

Trading update looking good

Financial highlights:

-- Revenue up 40% to $11.8m (2021: $8.4m)
o Sales in North America up 74%, driven by strong Harpin ab demand

o Sales in South America up 104%, driven by Saori(R) launch in soybeans and Harpin ab sales in sugar cane

[oapknob1] 01/2/2023 12:54

At some point the market will go "Ah"Packaging the first pallet of PREzym ™ that goes directly to Portugal, thus starting the commercialization in Europe !!! Farmers will be able to get an OPTIMUM CROP through our distributor #EDAF , LDA.edaflda.com

[oapknob1] 30/1/2023 22:16

PREzym now available in Portugal.

[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 🤔😏