Plant Impact Share Discussion Threads

[mthead1968] 22/1/2015 11:13

Wan, I too see the fact that they agreed to distribute it as a positive. But the agreement was announced in 2011. And scrutiny of our accounts has shown a decline in sales to USA, down to zero as far as I can make out. Hopefully the deal has not floundered, I just suspect that it has, given the circumstances of our previous CEO's removal.
It does appear to be difficult to introduce imported technology there - they seem much more patriotic than us Brits! Difficult, but not impossible of course so I live in hope. At least now we have an American at the helm - that surely will help!

Here and there, my comments on this board have always been based on facts. I will continue to post anything I consider relevant and will ignore any banal criticisms from you and your kind.

[wan] 22/1/2015 10:53

Recently I raised the issue of Soybean Rust warnings in Brazil (cue Veritas and Bayer's Fox combo), but I note that due to the weather, Brazil is also experiencing an increase in pest pressure, cue Veritas and Bayer's FOX and Belt combo -

FOX-® + VERITAS™ + BELT-®


Other than that the European selling season starts February/March, so given the managements confidence regarding European sales (not to mention their share incentives) this will provide for another interesting period and hopefully the continued performance.

[wan] 22/1/2015 10:31

mthead...Well I see the fact they they chose to distribute InCa as a distinct positive!

If you view the Engage Agro USA website, you will note that they do indeed appear to be distributors for InCa -



The other distributor I am interested in is Simplot, where indeed there is no evidence of product availability -

March 28, 2014
Simplot Partners and Plant Impact plc today announce that Simplot Partners will launch a new product within their Specialty Product line. TransFuse™ N, a product which incorporates Plant Impact’s PiNT technology, will launch this year in 11 western U.S. states in order to offer Simplot Partners high performance turf customers an improved controlled uptake nitrogen solution.


I have evidence a relatively large shipment from PI leaving Southampton last year, destination Simplot, but I cannot see said product for sale via Simplot. Apparently there is a labelling delay, but given the time passage, I am very keen to see evidence of commercialisation. Large US companies have a particularly bad track record of introducing products that compete on their home turf (my interpretation/experience), or the phrase use it or loose it springs to mind (anti-stifling is usually part of such agreements).

So, hopefully the delay is genuine and we will see the fruits of this agreement very soon!

[here and there] 22/1/2015 10:24

classic meathead! LOL! 1 plus 1 = 5

where have you been? nice to see your negativity back, haven't seen it at all during the share price rise…i wonder why?

[mthead1968] 22/1/2015 09:51

It may be registered, but I wouldn't be too sure if it was currently being sold there. Several of our previous directors and employees are now working for Engage Agro Europe. No love lost there I would guess?! Probably the reason we appear to have no distributor in the US now. And possibly why sales in Europe have not yet taken off as predicted. Thank goodness we have some traction in Brazil, it looks to me like it's all that is keeping our head above water.
hxxp://www.engageagroeurope.com/about-us-2/management-team/

[wan] 22/1/2015 08:02

Recently I was catching up on a few aspects and noted that InCa appears to have been registered in the US (it was definitely registered in Canada) -

Note the US flag at the bottom of each page -



And it appears to have been registered for multiple crops -

English
Fruiting Vegetables
Leafy Salads and Herbs
Fines Herbes
Legumes
Lettuce
Melon
Pome Fruits
Potatoes
Soft Fruit
Stone Fruit
Vegetables

[wan] 19/1/2015 07:42

A direct and interesting market opportunity closer to home?

Published on: Jan 9, 2015
France wants to raise more soy, protein crops:

France intends to pay subsidies to farmers to increase production of such crops as soybeans, field peas, fava beans, lupine, and alfalfa. The plan is to increase the production from 2014 to 2020 to feed the country's livestock and poultry, said Agriculture Minister Stephane Le Foll.

France leads the EU in the combined production of beef, pork, dairy and poultry. It currently has to import 40% of the protein crops it needs.

Farmers will be granted between 100 and 200 euros per hectare per year ($48 to $96 per acre) of protein crops between 2014 and 2020.

[miss womble] 14/1/2015 09:40

With such interest gathering in this field, how do you guys feel about the future of Eden? Does their new product add to the development of user friendly additives? Happy investing, MW

[wan] 13/1/2015 07:51

Another one to watch, given PI's comments on seed treatment at the Investors Day -

Biopesticides Seed Treatment Market is Expected to Reach $637.8 Million in 2019 -

(PRWEB) January 10, 2015

The biopesticides market for seed treatment defines and segments the biopesticides market in seed treatment application with an analysis and forecast of the revenue. The market is estimated to grow from about $266.5 million in 2013 to $637.8 million by 2019, at a CAGR of 15.8% from 2013 to 2019.

The main purpose of seed treatment is seed disinfection, that is, irradiation of pathogens that affect seed performance. Currently, seed treatment is more commercialized in order to obtain a broad spectrum protection from insects, diseases and nematodes.

This is provided by product combinations of insecticides, fungicides and nematicides. Bio-control seed treatment is expected to grow in popularity, due to their less or non-toxic nature and favorable effect on yield. Moreover, bio-control seed treatment provides additional targeted activity against the desired pests and improves the nutrient uptake efficiency of crops.

At present, biopesticides hold a share of about 14.8% of the global seed treatment market. Awareness with regards to health and environment is on the rise among the growers, who are gradually realizing the benefits of bio-control seed treatment. Government agencies too are encouraging farmers to use bio-control seed treatment.

This market is segmented and forecasted on the basis of regions, such as North America, Europe, Asia-Pacific, Latin America and Row.



Report publish date 07 Feb 2015

[wan] 13/1/2015 07:41

Following on from my posts 485 & 489, the following perhaps then underscore where things are heading -

Development Manager - Combinable Fungicides - Cambridge
Recruiter Bayer Crop Science
Posted 09 January 2015 Closes 30 January 2015
Location Cambridge, Cambridgeshire

Further information
We’re committed to farming’s future. Join us.

Are you ready for your next career challenge?

The UK’s leading crop protection company with a growing business in seed, Bayer CropScience is offering exciting opportunities in Marketing and Product Development with unique career development.

Development Manager - Combinable Fungicides
Cambridge based - Competitive Salary + Car

As a member of the Development Team you will be responsible for the management of new combinable fungicide developments including trials planning and preparing national and zonal biological dossiers for product registration. In addition, you will work as part of a cross-functional commercial team providing wide-ranging technical support for current range products and be the technical expert liaison with external influencers.

[wan] 12/1/2015 09:29

Coincall...Yes I agree that convincing the end user is key, but so is the data to support the approach/sale, which if compelling (yield/profit) makes the case somewhat easier. Hence PI's particular focus on performance/yield data.

I look forward to your further contributions here.

[wan] 09/1/2015 07:52

Global Biologicals Market
January 2015

The global agricultural biologicals market is estimated to grow at a CAGR of 14.6% from 2014 to 2019. Although the mature markets (such as the U.S., Spain, and Italy) hold larger shares in the agricultural biologicals market, the European region is expected to grow at the fastest CAGR of 15.2% during the forecast period, 2014 to 2019. The growth of the agricultural biologicals market is driven by various factors, such as the increasing demand for organic products, rising world population, reduced chemical hazards, and easier residue management. Moreover, emerging economies such as India, China, and Japan are creating huge growth opportunities for the agricultural biologicals market in the Asia-Pacific region. However, factors such as barriers in adoption of biologicals and lack of awareness are restraining the growth of this market.

In this report, the global agricultural biologicals market has been broadly classified into three main types, namely biopesticides, biostimulants, and biofertilizers. The biopesticides market segment is estimated to grow at the fastest CAGR from 2014 to 2019, as compared to the other two types. Factors such as phasing out of the prevalence of highly toxic pesticides, improved awareness among farmers regarding the advantages of use of biopesticides, and the increased demand for organic farming are driving the growth of this market.

Full summary -

[wan] 07/1/2015 07:56

Indeed the dynamics and investment rationale have not changed. Arguably with climate change and population growth the dynamics are intensifying.

Recent reports on the global prospects and forecasts for the biostimulant market is for multi-year double digit growth.

Furthermore, there are issues with fungicide and insecticide resistance and combinations such as Bayers FOX and Plant Impacts Veritas, will provide an interesting if not compelling opportunity.

The early planted soy bean harvest is underway in Brazil, but the main harvest will take place in the second half of February.

[visionon] 06/1/2015 10:28

Nice to see PIM weathering the general storm and some buys at 36p, albeit delayed publication so maybe last week.

20 Nov was "Q1 Trading Update" RNS. That suggests to me that there might be a Q2 update, which would logically be late February.

we may not need all the oil that's slushing around but we sure need to keep eating...

[bigglesbingham] 26/11/2014 13:01

I'm not complaining ?

[here and there] 26/11/2014 12:05

Has this been tipped anywhere? Lots of small buying today

[wan] 21/11/2014 07:55

Most will now know that Veritas is mixed and applied with Bayer's fungicide FOX. Soybean rust is a fungi that can be a big problem if not addressed and planned as part of a effective forward crop protection strategy.

Apparently scientists in Brazil are alerting farmers to the possibility that soybean rust may enter their commercial soybean fields earlier than normal this growing season, which is obviously (and unfortunately) good news for Bayer's blockbuster FOX and indeed Veritas.

With early signs of soybean rust already reported in Brazil and the need to keep yields high, the FOX/Veritas combo should prove for a very compelling choice (given the trial data), along with the 1,700 Brazilian Plant Impact trained agronomists and field technicians, this should ensure, at the very least, for a healthy product pull through.


It's also quite interesting that FOX is part of a Bayer fungicide family -

Soybean rust is a fungus that within just a week turns healthy green plants into rusty-red, burnt-looking stalks. And this is a threat that can appear anywhere in the world.

Nativo™ is how we fight back. Nativo™ is our blockbuster brand family which helps farmers control soybean rust and many other fungal diseases – not only in soybeans but in close to 100 different crop plants. Nativo™ is a highly effective all-in-one solution for farmers who prefer the convenience of a broad-spectrum fungicide. Crops pretreated with Nativo™ have increased plant health effects like stress tolerance to drought, heat and frost as well as yield increase, more uniform ripening and improved harvestability.
Other members of the Nativo™ brand family include:
Flint™, Fox™, Sphere™ Max, Stratego™ YLD

[coincall] 20/11/2014 16:02

timbo003

Thank you for your feed back, all very interesting and thanks for mentioning the early meeting time.

[almac999] 20/11/2014 15:54

Thanks, Timbo003 - much appreciated.

[wan] 20/11/2014 14:34

Timbo...Thank you for your effort and summary, it's much appreciated.

Regards

Wan

PS...The management have got the message across well given where we were and I think that now every two years is OK for an Investor Day.

[visionon] 20/11/2014 14:01

timbo003. V.useful summary. If I hadn't made the investor day I would have done the AGM so it looks like AGM for me next year…yes I agree mid morning much better, means I don't have to pay peak train ticket price and sit like a sardine.

I'm not too fussed about not having the investor day in 2015 - PIs attacking a free buffet is not conducive to share price growth…but...

Personally I'm not that fussed either about the share options, I've equally seen many in other companies become worthless. If this gets to 50p-70p by July 2016 then PIs can also reward themselves via another free buffet.

I like the sound of:

1. TGT-101 still being a runner.
2. Big recruitments ahead - suggests the work will be there.
3. B/even July 2015

[timbo003] 20/11/2014 13:45

>>>>Horace, yes, I had a moan about the start time.

One other thing that I forgot to mention

JB mentioned that they were undecided whether to have an investor day next summer and they may opt to have one every two years, rather than annually.

Shareholders might want to have a moan to the CEO about that as well as the inconvenient start time for the AGM

JB's Email: [e-mail]

[here and there] 20/11/2014 13:20

Thank you for the feed back Timbo, much appreciated. Prospects of sustained and rapid sales growth are at last a reality here

[horace_h] 20/11/2014 13:13

Excellent review - much appreciated and still more encouragement for patient shareholders.

Did you comment that more would have attended had it not been unnecessarily early?!!