Plant Health Care Share Discussion Threads

[pretax2] 26/4/2023 12:33

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 11:09

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 10:38

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 22:41

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 17:22

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 08:41

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

[geraldus] 13/4/2023 16:25

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 08:27

There was an IMC in Feb this year.

[geraldus] 12/4/2023 15:20

No Investormeet this annum so far.

[pretax2] 12/4/2023 14:50

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

[oapknob1] 06/4/2023 08:37

Follow the money

[pretax2] 05/4/2023 23:23

RNS
Scobie Ward increases holding.

[sidam] 27/3/2023 12:56

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"

[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