Share Name Share Symbol Market Type Share ISIN Share Description
Plant Impact LSE:PIM London Ordinary Share GB00B1F4K366 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 29.00p 28.50p 29.50p 29.00p 29.00p 29.00p 1,426 07:34:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 7.2 -1.2 -0.9 - 27.43

Plant Impact Share Discussion Threads

Showing 3501 to 3522 of 3525 messages
Chat Pages: 141  140  139  138  137  136  135  134  133  132  131  130  Older
DateSubjectAuthorDiscuss
19/9/2017
11:08
Apologies,I should have put the link up earlier, the live event has just ended! September 19, 2017 Future of Farming Dialog 2017: Crop Science Division of Bayer well positioned to fulfill future customer, market and societal needs Global seed and crop protection market will continue to grow / Business in Brazil expected to return to normal in 2018 / Progress being made in planned Monsanto acquisition / Anticipated closing in early 2018 / Planned R&D investment of approximately EUR 1 billion in 2017 / R&D efforts to bring 15 new products to farmers between 2017 and 2020 / Strong focus on innovation and sustainability / Commitment to transparency Monheim, September 19, 2017 - Bayer remains convinced that the long-term trends impacting the global agricultural sector will remain unchanged. "Despite the current market volatility, our Crop Science business is well positioned to fulfill future customer, market and societal needs," said Liam Condon, Bayer Management Board member and President of the Crop Science Division, on Tuesday during his presentation at the company's Future of Farming Dialog 2017 on September 18-20. Full release - https://tinyurl.com/Future-of-farming-dialog
wan
19/9/2017
10:43
Readers might be interested that the Crop Science Division of Bayer is hosting the “Future of Farming Dialog 2017” in Monheim, Germany. The current and live Executive Address and Q&A is available here - https://tinyurl.com/Future-of-farming
wan
19/9/2017
10:34
Thanks Wan - noted and accepted. Yes- the guys running PI are all very highly qualified in their respective fields and I am certainly not one to question let alone doubt them. Despite my obvious frustrations I will continue holding and of course give the board the benefit of the doubt as clearly they want success as we all do - I am not questioning their commitment/integrity/whatever and should probably stop looking at this as a current P&L with the emphasis on the "L" - It's clearly long term and I will admit I need to get over it as they say. So moving on let's see how this goes - I have that feeling of pessimism but at the same time optimism, the latter assisted greatly by your comments btw, on this.
glenglen
19/9/2017
10:15
Glen...If you take another look at the recent PI presentation, it might shed some light on why discussions are taking longer. In other words, the pipeline indicates why discussions are perhaps complicated. I know it's frustrating, but let's give PI the benefit of the doubt. The management all have years of experience of working in and with the large agchem-industry players (I know there will be varying limits to patience). What we do know is that the contract discussions were progressing positively. What I would add at this juncture however, is that the new soybean season has now officially commenced in Brazil (albeit planting may be delayed by the current dry conditions), but with PI's Presentation clearly indicating the Brazil launch of FO (applied at vegetative stage) for soybeans in 2017, and with S0 Brazil field trials with potential partners also indicated for 2017 (targeted launch 2018), you would like to think that a conclusion/conclusions (with Bayer or others) would come sooner rather than later!
wan
19/9/2017
09:11
As with you Wan I cannot believe any Bayer/PI "deal" would not be beneficial but as I have asked before what is the reason for the delay and why would it only work post merger? PI have a product that by all accounts Bayer need so what is the problem? The board are very quiet on this particular point and are not explaining as far as I can see! As an investor but an outsider all the same any benefits /growth /whatever (or of course the other side of the equation) for PI is going to take a long time. No, for me and a lot of others this is not a good investment by any stretch of the imagination and, as with some items in my garden shed, it might be something of interest as time goes by - I am however not too excited by it. Leaving aside the "when" I would question the " from where" will other income originate? Who are the buyers apart from Bayer? This observation perhaps reflects the share price which we are all to aware of.
glenglen
16/9/2017
09:45
One could also argue that the integration of Monsanto, if approved, could potentially take years and be even more distracting than it is now. So perhaps concluding a deal prior to the merger (I can't believe it 'needs' to be post merger) is in the best interests of both companies? This may answer why Bayer has been quite busy recently in agreeing deals/new external collaborations. Despite some concerns with regard to what the Bayer/Monsanto giant will ultimately look like, the new landscape created by the mega-mergers, new technologies and the backdrop of population growth and food security, make the future look very interesting, if not quite exciting!
wan
15/9/2017
17:02
Visionon...I do, or at least I did, like Bayer, but change is obviously coming from the merger with Monsanto (who some people and investors hate!), so I have been monitoring events and commentary to see how things might change. Obviously the merger would imply that Bayer's R&D focus will probably change, indeed recent news flow and commentary also suggests that might well be the case. It is possible that Bayer do not want any more distractions whilst the merger is being investigated, but again and as the recent news flow indicates, they are not exactly doing nothing in the interim of concluding the deal. I suppose what I am ultimately saying is that, I have tweaked my view, in that I am not completely relying on Bayer to provide further success beyond Veritas (I think the share price is saying the same), and I too would welcome a good slug of income coming from another source. Certainly the pipeline would suggest that this has a good possibility happening. It is also possible that Bayer don't want to give up on certain aspects of PI's products, developments, IP, or indeed the replicable R&D platform, not to mention the collaboration with Ghent University that grants Plant Impact exclusive development access and a licensing option for some very interesting and novel compounds to improve drought tolerance in crops (hence things are taking a while to conclude, otherwise we would surely have some answers by now if it was just about Veritas/Fortalis?). Arguably, PI's portfolio would help counter some of the more unpopular aspects of Monsanto! So, it might not be a bad thing, one way or another, that contract discussions are taking some time to conclude. Food for thought at least!
wan
15/9/2017
14:40
Wan many thanks for these articles and links. A while ago PIM started playing down the idea of M&A, which concurs with your comments above. And the bayer setback illustrates that being too dependent can hurt badly. And they did warn us that the Montsanto merger might be distracting. But we all took it in our stride...whoops ! I would much prefer to see a great spread of income, albeit Bayer's income is most welcome, and hopefully cocoa plus the US Veritas route will assist. A patient and possibly long hold from here... keep up the helpful musings !
visionon
15/9/2017
12:28
I have updated the header with links that actually work when clicked, including the post above!
wan
15/9/2017
10:56
I failed to also spot that PI's Dr Steve Adams is giving a talk on building credibility of biostimulant at the above key meeting on Thursday 30th November - https://tinyurl.com/Biostimulant-Conference
wan
15/9/2017
08:18
The World's Largest Event on Agricultural Biostimulants is coming up in November. I note that again Professor Patrick Brown from PI's Scientific Advisory Network and with the Department of Plant Sciences at UC Davis is the chairman of this Congress. The following article includes a very interesting interview with Professor Brown - SEPTEMBER 14, 2017 http://agwired.com/2017/09/14/biostimulants-world-congress-coming-to-miami/
wan
13/9/2017
11:14
Glen....In short; If you want to sell your products to farmers they will need proof that it works. So, multiple field trials are conducted quite a few seasons ahead of a product launch in order to optimise the product and to verify the yield response, and then to provide the farmer with the 'evidence' of the products effectiveness. In other words, this process has to be done first. However, GEOSYS is a new tool that fits into the way agriculture is moving, and you will see a lot more of this! GEOSYS will track how the crop and PI's products are performing as the season progresses and not just at the end of the growing season (the harvest). You will note that PI refer to "crop enhancement products", so I assume it will be used on the pipeline of products currently undergoing field trials in the US (see PI's recent presentation) and possibly as well as for Fortalis. So, this should add some very interesting data and be very supportive of the field trial process and indeed a growing season where such products are already being used commercially. To answer your final question; given that GEOSYS can be used on both the pipeline products and the current products, we could get interesting updates anytime regarding a products performance, for instance say compared to the control fields (where no crop enhancement product has been applied). Indeed PI said "Look out for more details as the project progresses." Arguably, using GEOSYS has the potential to accelerates the process, as normally such indications would not readily be available until post harvest!
wan
13/9/2017
09:33
Sounds and looks good but at his stage in the company's lifespan, and maybe GEOSYS, they are now, for the FIRST TIME, aiming to show farmers the impact of crop enhancement products etc. etc.!!I would have thought it was obvious to farmers that this is the case and do not need to be told. I would have thought Bayer would have already done this anyway? I am not a farmer but if I was what is it I will be told/shown to entice me to try this? Is the basic truth the fact that farmers are not buying the company's products? Apologies for the scepticism (which might be down to my lack of knowledge in this arena) but this is how I see it. Will we next be told it will be 2019 and beyond before results are known?
glenglen
08/9/2017
08:24
I have added the link to PI's Linkedin page on the thread header. I note that PI are working Geosys - We have an exciting experience and insight exchange underway as part of a new project with GEOSYS in the USA. For the first time, together we aim to SHOW growers the impact of crop enhancement products on yield throughout the season, not just at harvest. Look out for more details as the project progresses. Here is how Geosys works/partners - hxxp://www.geosys.com/agriculture/
wan
04/9/2017
10:25
I have updated the header/description for this thread. It will be a case of work-in-progress though, as I tweak and improve it further.
wan
29/8/2017
16:32
Second that Wan. I have let off a few swear words in the privacy of my own office. Reduction of profits or Losses are part of what we do (as are unexpected windfalls) but that doesn't mean we have to like it or impose ourselves on others.
horace_h
29/8/2017
16:31
Market makers simple as that. 60000 on bid then 1000 at 29, 100 at 29.9 then 150000 at 42.9. Bizarre
bigglesbingham
29/8/2017
16:24
I am being quoted 42.9p to buy 12,214 shares !!!! What is going on ????
tebboc
29/8/2017
16:04
Buywell...With respect, I was not criticising his criticism of the share price performance, and I did say that I appreciated the frustration being felt.
wan
29/8/2017
15:40
I would imagine that quite a few here are 50% down now and more Cut them some slack wan It is their money .... not yours What's a few 4 letter words if it helps blow off some tension
buywell3
29/8/2017
15:32
Rlivsey...I appreciate things are somewhat frustrating when you continually see your investment reduce in value, but you could state your frustration without the use of bad language! FYI, try buying a relatively small amount of PI shares online at the indicated offer price and see what reaction you get...........you will note that you can sell many times more than the volume you can buy. So you never know, it might not be too long before things improve.
wan
29/8/2017
07:54
I also note that the EU has launched in-depth investigation into Bayer-Monsanto deal, which was apparently expected - Leverkusen, August 22, 2017 - Bayer today confirmed that the European Commission has initiated a Phase II investigation of the proposed combination of Bayer and Monsanto. The company had expected further review of the proposed acquisition of Monsanto due to the size and scope of the transaction. Bayer believes that the proposed combination will be highly beneficial for farmers and consumers, and will continue to work closely and constructively with the European Commission in its investigation. hxxp://www.investor.bayer.de/en/nc/news/investor-news/investor-news/bayer-will-continue-to-work-constructively-with-the-european-commission/ Interesting views/interpretation for the forthcoming Brazilian farmer fertiliser purchasing - August 28, 2017 Brazilian Farmers Adjust Timing of Fertilizer Purchases in 2017 The reduced estimate may be more a function of when the fertilizers will be delivered and less a function of the amount of fertilizers Brazilian farmers will utilize for the 2017/18 crops. Brazilian farmers are expected to increase their soybean acreage in 2017/18 by approximately 2% compared to last year and their safrinha corn acreage is also expected to increase. Another reason why fertilizer demand may increase in 2017/18 is the fact that farmers need to replace the nutrients removed from the soil due to the record grain production in 2016/17. According to Conab, Brazil produced 238.2 million tons of grain in 2016/17, which was 27.7% more than last year and 14.7% above the previous record. Even though Brazilian farmers have been slow sellers of their 2016/17 grain production due to low prices, many Brazilian farmers harvested record amounts of soybeans and corn due to the nearly ideal growing season weather. As a result, even though commodity prices are low, they are better capitalized going into the 2017/18 growing season than they were the prior year. Full story - hxxp://www.soybeansandcorn.com/news/Aug28_17-Brazilian-Farmers-Adjust-Timing-of-Fertilizer-Purchases-in-2017
wan
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