Plant Health Care Share Discussion Threads

[geraldus] 02/5/2023 06:50

Some uncertainity in the mix now and possibly won't go down well.

[pugugly] 02/5/2023 06:37

double post -

[pugugly] 02/5/2023 06:37

Not so sure - Looks like a possible kick in the "you know what" for the average PI.

[geraldus] 02/5/2023 06:16

Here we are, patience is a virtue.

[geraldus] 02/5/2023 06:13

Somebody's slept in stateside.

[oapknob1] 02/5/2023 06:08

Where's these results then ?

[pretax2] 29/4/2023 15:07

PHC is a volatile stock with relatively few shares in issue. So tech analysis leads to you adjusting your trend lines quite a lot. However on the monthly and quarterly charts there is a triangle stretching back 5 years.
The bigger the triangle, the bigger the breakout.
The fundamentals have manifestly improved (something that’s about to be confirmed by the final results) so we await the market catching up.

[oapknob1] 28/4/2023 19:46

Maybe if it breaks 13-14

[davemac3] 27/4/2023 11:08

is this a breakout?

[sidam] 26/4/2023 16:48

If you look at my post of 2 March, you will see that Cenkos are projecting a profit the year we are now in and a realistic PER. So it might be right to buy as I did after my earlier post.

[pretax2] 26/4/2023 11:33

If you don’t mind me giving my own 2.5p worth.
Both CR and JT have indicated that the share price should be higher. I asked CR why it was stagnating and he suggested that the company seemed to be viewed as a “show me” company. In other words show me that it works, show me that it sells, show me that you’re profitable. Up until last year I might have thought the same but things have fundamentally changed. PHC now has a suite of products; the products work brilliantly; revenue is growing towards profitability. But the big thing for me is climate change, energy change (biofuels), and a biblical food crisis. PHC have an answer for this - so the timing is right too.
I guess all great companies start small and investors end up regretting they didn’t buy the shares way back “then” when the share price was peanuts. Well for PHC, this is the ‘peanuts’; time when you should be buying. In my view, there is enormous upside to come with just 309m shares in issue, but no idea what’s going to shake Mr Market out of his manic-depression. Here’s a few possibilities though (just for fun).
1.Profitability (especially if earlier than expected).
2. Takeover talk. PHC has destribution deals with a number of monster companies. There are also some interesting connections with Syngenta.
3/ Premise: The need for consolidation in the sector is well known and it’s starting to happen. Second, PHC is an American company keen to engage American investors. If you’ll forgive my fight of fancy, how about a reverse takeover of an American ag-tech company? If that happened hold onto your eyebrows, PHC shares would supernova.
4/ No reason at all. Many companies breakout from their doldrums for no apparent reason. There’s just a move to a more realistic value that gets bought into by traders.
5/ Press article. To me PHC has a really exciting story. The right article in the right journal at the right time and bingo.

[oapknob1] 26/4/2023 10:09

Not well informed Callum. I continue to hold because the customer base is difficult to convert from current practice. The positive results from test fields and now Farmers in Brazil increasing yields/return per hectare and going to be the main influences to persuade other farmers of the benefits.An update on customer retention as well as growth would be a good indicator.An update on EU and US progress.You only have to look at the partners to see that when product sales do take off PHC will have significant market penetration through their partners.PepsiAgro are also viewing the testing in Mexico. A deal with them would be huge for PHC, if one were ever materialise. The Farming network they have and PHC fitting their greener production principles seems a good match IMO.

[callumross] 26/4/2023 09:38

Results next Tuesday, the main aspects of which have already been flagged up in the trading statement. Despite growth of turnover, product launches, reducing EBITDA loss and EBITDA positive forecast for next year, this share has treaded water for years. You seem to be well informed about PHC, OAP. Can you suggest what the drivers will be for long term appreciation in the share price since nothing seems to have driven it higher for the years I have held?

[oapknob1] 24/4/2023 21:41

Results for farmers using H2COPLA in Brazil have increased productivity per Hectare and boosted crop yields.Also coming to BrazilCombatting nematoids in a sustainable wayAccording to the article by Érica Polo from @valoreconomico , losses caused by nematoids in different crops in Brazil result in an annual loss of R$ 65 billion, calculated in 2021. This alarming number has prompted an increase in nematicide use.In the past eight years, there has been a 10-fold increase in nematicide sales in Brazil. However, more and more biological defenses have stood out in the market.Since 2014/2015, chemical solutions accounted for 94% of the market. In the 21/22 crop, they reduced to 25%, leaving 75% of this market with organic. https://lnkd.in/dimXjTzU )Aware of the importance of this plague on the national market, Plant Health Care is bringing to the market its newest technology - the PHC68949 WP, a peptide from the T-REX platform aimed at the management of the nematoid of soybeans.When applied to seed treatment, the PHC68949 WP activates the soy defense system and allows for the reduction of eggs and adults in both root and soil tissues, resulting in significant increase in productivity.The PHC68949 WP is also being tested in different crops to face this important challenge which is the control of nematoids in agriculture, in a way that is sustainable to man and the environment.It's @plant_phcbrasil #breakingproductivitybarriers#agro #agronegócio #phc #PREtec #soja #bioinsumos #sustentabilidade

[oapknob1] 21/4/2023 16:22

NiceThe Plant Health Care EMEAA team held their international meeting in Murcia this week.. Each year a city in the EMEAA region is decided. On this occasion, they have also held a meeting with the Agrodisa and Agrovesa distributors who lead the sales of ProAct®aa in Spain. The team, formed by Angel Marin, Managing Director Spain & Commercial Director EMEAA of Plant Health Care, Dr. Matt Audley, Maria del Mar Lopez, and Juan José Alarcón, visited the trials being carried out with PREzym on table grape and bone fruit, of which we they will soon know the final results, although very promising data are already glimpsed.#agriculturasostenible#cultivos#EMEAA#UvadeMesa#frutaleswww.proactaa.com | www.planthealthcare.es

[oapknob1] 19/4/2023 07:41

Rising for results. Will it finally breakout from 13p or will there be the usual selling.

[geraldus] 13/4/2023 15:25

Yes you are right,I stand corrected - said the man in the orthapaedic shoes.As an ex accountant I am too used to the c ommencement of the financial year.

[pretax2] 13/4/2023 07:27

There was an IMC in Feb this year.

[geraldus] 12/4/2023 14:20

No Investormeet this annum so far.

[pretax2] 12/4/2023 13:50

RNS
Roll on 2nd May.
Hopefully we’ll get some hints on current progress. 😎

[oapknob1] 06/4/2023 07:37

Follow the money

[pretax2] 05/4/2023 22:23

RNS
Scobie Ward increases holding.

[sidam] 27/3/2023 11:56

I hope this is not the kiss of death, but I had said earlier this month that I would put my toe in the water. Yesterday I bought some mycorrhizal fungi for a tree I am planting it is not from PHC but that company was the first to tell me the benefits.

Also, the shares have been relatively steady, so I bought a half of a small unit. If it goes to plan, I will double up.

Good luck.

[oapknob1] 21/3/2023 13:00

Busy busy."With the arrival of good weather, we continue with the applications of ProAct®aa in bone fruit, a second-generation biostimulant that is presented to us as a key tool to enhance crop quality and performance. With ProAct®aa we achieve an immediate effect on cell division and elongation to increase the flow and transport of Calcium to the membranes and cell wall of fruits (Calcio Ligado). ProAct®aa applied from flowering to days prior to harvest, it has the ability to homogenize calibers, enhance fruit consistency, and increase sugars. This leads to improved quality and retention of gender in storage either at origin or destination, making this ideal for export premium fruit.www.proactaa.com | www.planthealthcare.es"