Plant Health Care Share Discussion Threads

[davemac3] 01/3/2023 08:54

The chairman might if HMRC catch up with him!

[pretax2] 01/3/2023 08:47

You’re right, so there’s some arrangement they have.
Dare I say ‘who cares’?
🙂

[davemac3] 01/3/2023 08:34

You can’t have a joint ISA

[oapknob1] 01/3/2023 07:43

Handy price drop

[pretax2] 01/3/2023 07:28

I guess CR held his stock in a personal ISA then transferred to the joint ISA. Nice to know CR still values the longterm potential here since stepping back from CEO. You only put the good stuff in an ISA.

[davemac3] 01/3/2023 07:12

That share transaction by the chairman and his wife exceeds the annual ISA allowance, so how have they done it?

[oapknob1] 25/2/2023 21:01

Maybe rewatch the result's presentation

[pretax2] 25/2/2023 09:23

Yes, but JT gave the impression that the EPA are unpredictable. It seems unlikely that they’d knock back Pretec having approved Proact; the technology is the same, but decisions are often made politically in the US.
Fortunately we have massive markets in EMEAA and India to look forward to, and South American sales are taking off. In particular, Proact is gaining significant traction as a ‘go to’ product, including the US. I have high hopes for Prezym too, the product looks excellent and I like the marketing campaign.

In sum, PHC global diversity provides some risk protection if the EPA doesn’t come through; but I hope it does.

[oapknob1] 24/2/2023 18:11

EPA - CEO stated end Q1. Tick tock.

[oapknob1] 21/2/2023 16:33

Cont...Cont...Over two years of trials the integrated biological programme has been shown to reduce the amount of synthetic fungicides needed to maintain fruit quality by 58% The most recent research, carried out under Agrii's Green Horizons sustainable food production project has taken this further. In a recent trial, strawberries treated with a biological input programme including ProAct® had more than 20% less rotted fruit than those berries treated with a traditional standard programme programme of boscalid, pyraclostrobin, cyprodinil, fludioxonil and fenhexamide 2. Building on this finding, Agrii have developed an integrated biological programme for strawberries combining commercial biofungicides and ProAct®. Over two years of trials the integrated biological programme has been shown to reduce the amount of synthetic fungicides needed to maintain fruit quality by 58% 3. This is a significant reduction for a crop which may typically receive upwards of 12 fungicide applications. With the first harpin-derived PREtec peptides now reaching major global markets this is just the beginning of Plant Health Care's journey.

[oapknob1] 21/2/2023 16:33

ProAct proven benifitToday 16:33https://news.agropages.com/News/NewsDetail---45632.htmA two-year study carried out by Plant Health Care's exclusive UK distributor Agrii has revealed how a programme of biosolutions including ProAct® can dramatically reduce the need for synthetic inputs in strawberry production. Every year, tonnes of fresh fruit and vegetables are wasted because plant diseases and skin defects lead to produce being discarded before it can be consumed. This inefficiency comes with financial and environmental costs; excess land and resources use, carbon emissions and billions in wasted investment and unrealised value.Total UK waste on farm is estimated to be around 3.6 million tonnes, with a further 9.5 million tonnes wasted in the supply chain and households.The fresh strawberry supply chain has mostly relied upon traditional synthetic fungicides, fertilisers, and plastic packaging to keep produce in good condition during harvest, transport and storage to meet consumer standards for appearance and shelf-life. Even with these tools, total UK waste on-farm is estimated to be around 3.6 million tonnes, with a further 9.5 million tonnes wasted in the supply chain and households 1. Now as consumers demand more sustainable produce, and the availability of traditional chemical inputs are in decline due to environmental concerns whilst their prices continue to rise, the transition to biological management approaches is becoming increasingly urgent. The core purpose of Plant Health Care is to help farmers grow their crops more sustainably and this trial shows how Plant Health Care's products make this reality. Since beginning the partnership with Agrii, soft fruit growers in the UK have been using Plant Health Care's flagship biostimulant ProAct®, containing 1% Harpin ?ß, to increase yields, reduce the impact of environmental stress and maintain a longer post-harvest shelf-life, all of which contributes to an increased level of sustainability in the horticulture sector.

[oapknob1] 21/2/2023 12:59

More to the point PepsiCo owns Walkers crisps...... amongst others

[dlem] 21/2/2023 08:41

Agriculture - Why it matters

To PepsiCo:

Agriculture is core to PepsiCo's business. We source ingredients from approximately 60 countries supporting over 100,000 agricultural jobs. Creating a more sustainable agricultural system will protect our continued business growth from disruption due to climate change, water scarcity, and other environmental and social risks. More sustainable agriculture will also enhance the lives of agricultural workers and their communities.
To the World:

Agriculture is central to both global challenges and solutions related to nutrition, the environment, and economic well-being. PepsiCo believes that sustainable agricultural practices will be pivotal in meeting the increasing demand for food as the global population grows, while also addressing the need to protect and enhance our natural resources.

[oapknob1] 21/2/2023 06:57

PepsiCo potentially signing up as a customer would be big.PHC tweeting drone footage of Potato crop spraying.Previous postFollowing 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 - !

[oapknob1] 16/2/2023 16:41

Approaching the top up zone.

[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.