Plant Health Care Share Discussion Threads

[pretax2] 20/3/2023 21:06

New podcast mentioned
hxxps://ukinvestormagazine.co.uk/improving-food-sustainability-and-increasing-crop-yields-with-plant-health-care/

Courtesy of Bots from iii

[pretax2] 11/3/2023 17:33

Shouldn’t you sell the bad ones to increase your stake in the good ones.

[oapknob1] 11/3/2023 11:03

If he does plenty waiting to snap them up. Last time it headed back to around 7p with TR1 holders reducing.

[cerrito] 10/3/2023 23:36

We need to be aware that on Thursday our major shareholder Richard Griffiths had a bad day as he has 8pc plus - including 2pc plus in CFD holdings - in Wandisco whose Marcap when it is readmitted to AIM will be much less than the £880m it was on Wednesday pre suspension. He would also have lost £6m in his holding in IQE on Thursday.
I have not the slightest idea of his financial position but we should not be surprised if he reduces his position in PHC.
Hopefully we will get sufficient good news from PHC as well as more confidence in the market that if he does want to sell there will be many buyers.

[oapknob1] 09/3/2023 18:29

Launch, marketing and State approvals will be done by or with help from Wilbur Ellis. All good. It's a grower.

[pretax2] 09/3/2023 09:24

Yes a deal with PepsoCo would be massive.
Concerning the US, I’ve heard that PHC need to seek approval from individual states now they have EPA approval. It takes about a month and they are only applying to a handful of key states to start with.
I suspect they have the marketing materials already in place for Obrona, but will need to arrange the launch. All to come in the next few months.

[oapknob1] 09/3/2023 08:47

It would be good to see updates re Argentina and Uruguay alongside details of customer retention and Saori sales in Brazil. More information regarding India and Europe. It was also be good to see if they include details of the trial in Mexico with PepsiCo.Reiteration of £30m by 2025.

[bobdown2] 09/3/2023 08:15

It's in yesterday's rns. A little turbulence due to the share options. Directors using some profit from share options to pay their taxes. From the previous Rns they expect the company to grow around 5% a month. A visible sign would be more contracts for America now that a product approval has just been given.

[pretax2] 08/3/2023 18:06

What are you expecting in May OAP?
Aren’t they just going to reiterate what we already know, or do you think they might open their future orders book.
What I would say (judging from the lack of JT’s LinkedIn posts), he’s been busy recently.

[oapknob1] 08/3/2023 16:02

Sub 10 then it's top up, if it gets there before May results

[bobdown2] 06/3/2023 16:39

How can you have an uncrossing trade after the close if no trade trade that size is showing during the day.will we see share traded at the uncrossing price later. If so the mm.s are cheats.

[oapknob1] 03/3/2023 14:52

Seed treatment season, planting season

[oapknob1] 03/3/2023 08:37

May for final results.

[sidam] 02/3/2023 22:16

I first saw this company just after it was launched some 20 years ago. I should have bought because it multiplied before it fell out of bed. However, all the time it has been jam tomorrow. I guess the $64k question is whether this time it is different. If one looks a Cenkos numbers it could be. Cenkos project a single figure PER on adjusted EPS next year on revenues of $24.8m. As the company is projecting $30m for 2025 or growth of20%+ with further crops in the pipeline, this time it could be real.

I will almost certainly put my toes in the water.

[pretax2] 02/3/2023 21:27

Message from Rodrigo Miranda (PHC South America director) - LinkedIn

"BIOFUNGICIDE PHC279 APPROVED IN USA"
"In addition to Brazil, which already has Saori for soybean cultivation, now the US will also have access to this impressive technology.
This morning, we announced the registration in the USA, another important market that will be able to count on a totally innovative, differentiated and sustainable solution for the control of diseases in crops."
"The commercial launch will take place in the coming months in partnership with Wilbur-Ellis Agribusiness, one of the largest distributors of agricultural inputs in the USA."
"Later this year, we are planning to launch this same technology to control diseases in sugarcane and coffee in Brazil, as soon as registration is approved by the Federal Agencies.Congratulations to our colleagues at Plant Health Care, Inc. for this important achievement."

[oapknob1] 02/3/2023 13:41

Market will catch on sometime. Selling season in Brazil and S.America underway

[fictitious1] 02/3/2023 12:31

cheers b2.

[bobdown2] 02/3/2023 12:30

Think normal investors require someone else's interortation of today's rns and the recent trading update. The figures look good to me when quite a few companies might struggle through a recession.

[bobdown2] 02/3/2023 12:27

Hi I bought a small add that is not showing.. It's pretty normal

[fictitious1] 02/3/2023 12:10

Hi guys,
Took a small (1st) position here earlier todday @ c 11:40 and still not showing on advfn. I note all other companies' trades are real time and up to date. Is this normal with this stock or mm's games?.

[pretax2] 02/3/2023 11:45

Obrona
A Polish word meaning defense.

[bobdown2] 02/3/2023 11:43

Some contracts with undisclosed multinationals would be nice. Just joking.
Contracts or tie ups could follow today's approval.

[bobdown2] 02/3/2023 09:50

From today's rns. 11m dollars revenue and on track to achieve 30m revenue by 2025. Roughly 70% revenue growth for the next three years. Investors ignore investing long term but the figures and products here does make it look a good investment.

[pugugly] 02/3/2023 09:33

pretax2. Like your last paragraph - But some for the fences if not cleanly jumped can be fatal. Too low to sell - Possibly too hight to double up. Timeline is critical - we are all dead in th end!!

[bobdown2] 02/3/2023 09:28

From the trading update.!! Company is on track to deliver cash break even, profitability and internally funded growth within existing financial resources.