Plant Impact Share Discussion Threads

[robards] 27/2/2015 11:53

With my rose-tinted glasses on I'd like to look at this placing as a sign of confidence and a confirmation that the deal with Bayer is big news.

Fair?

[timbo003] 27/2/2015 07:44

Today's placing is at a small premium, which is good.

PIs were not able to participate (it would have qualified for generous EIS tax breaks) which is bad.

At the investor day I asked if they might raise new funds and if they were to raise new funds could PIs be included (to benefit from the EIS tax breaks)

...I was told that the BOD would give consideration to the suggestion that PI's would be invited to participate.

At the AGM they stated that a fund raising was probably unlikely

......so this is a slight surprise, but given the price achieved for the placing, I'm not complaining overall.

[doobz] 16/2/2015 15:48

In case anyone missed this:

Plant Impact (LON:PIM) is now a "serious player" in crop enhancement with material upside, says Peel Hunt, following news of its a long-term contract with Bayer CropScience for its soy development pipeline.

The broker has lifted the target price to 70p from 50p and added: "Clearly this relationship demonstrates the success of the Veritas product launch and confidence in the product pipeline.

It also demonstrates Bayer’s commitment to adding crop enhancement to its portfolio of fungicides, insecticides and herbicides.

"A very important facet of this agreement is that Plant Impact can now tailor its pipeline products to complement Bayer’s product range, which should both improve efficacy and commercialisation viability."

[bigglesbingham] 16/2/2015 11:35

Consolances wan

[horace_h] 16/2/2015 10:23

Very much so. All sympathies.

[here and there] 16/2/2015 09:31

Sorry to hear that Wan. Losing someone close is always dreadful, all the best.

[wan] 16/2/2015 09:01

Guy's, thank you for your concerns, and apologies for perhaps making it sound otherwise (and for even saying so on here). Things are OK with me, but the loss of someone very close this morning......made for significantly contrasting news!

I might be a little quiet/subdued for a while, but I will no doubt have more to say in the not too distant future....life goes on!

[horace_h] 16/2/2015 08:12

Magnificent news - hope all is well with you too Wan.

[here and there] 16/2/2015 07:56

Didn't quite understand your post Wan but I hope everything is OK with you

[wan] 16/2/2015 07:52

Super news today (dramatically contrasting for me personally) from this superb small Company!

[here and there] 16/2/2015 07:51

That is a terrific agreement for Plant Impact.

Clarity on the future of our relationship with Bayer, validation of PIM's present and future technology, cash up front to help fund R&D and our present and successful product Veritas will be rolled out into Argentina and N. America by Bayer. Great news today

[here and there] 13/2/2015 10:49

just been tweeted by Plant Impact. Interesting marketing video for Ametros. Thought the Dutch farmers were very convincing. 'It works and is easy to apply.'

It seems Pim's two main products both have the essential character of being easy to apply or that they combine well with other products. Vital to make the farmer's life as easy as possible. Last thing they want is to buy into loads of extra work

[wan] 10/2/2015 11:29

I should have added that the use of such combo's will probably be targeted at being used protectively rather than curatively.

[wan] 10/2/2015 08:24

Integrated pest and fungi management and even combinations e.g. a fungicide, fertilizer, biopesticide mix (or a mix of any two) is a very promising area, and I believe this is something that the likes of Bayer are very interested in as it can effectively combat resistance and both reduce the amount of harmful synthetic chemicals and ultimately reduce harmful residues.

[bigglesbingham] 09/2/2015 20:42

I nearly fell for that post!! ?

[q1w2e3r4t5] 09/2/2015 18:45

I do hate this talk about profits in a company of this sort. They must be underinvesting.

;-)

[here and there] 09/2/2015 07:37

Great to see the company head into the black. It has been a long time coming. This should make investors sit up and take notice of the potential here.

[wan] 09/2/2015 07:27

Great news today with further progress and what looks like a sustained move into profitability. We have what looks like a fantastic business in the making. I am very keen to hear more about the pipeline and the new hires!

[here and there] 05/2/2015 16:20

I bet those two companies will chew up plenty of investors' money

[mthead1968] 05/2/2015 15:46

Interesting, labatie.
Shortly after he was ousted by Plant Impact, he formed a company called Azotic Technologies. It appears to have the same management team as Engage Agro Europe.

hxxp://www.azotictechnologies.com/about-us/azotic-technologies/

The website looks to have been set up in order to help attract investors, so I would say they are still seeking funding.

[labatie] 05/2/2015 13:25

mthead

You mentioned our previous CEO.

A propos of nothing in particular, I happened to be listening to the farming programme on BBC Radio the other day, and what should there be but an interview with one Peter Blezard.

He's now in California heading a company which has developed a method for plants to assimilate nitrogen from the atmosphere more readily.

The report mentioned positive tests, and a contrary view saying that evidence not yet sufficiently well founded.

[wan] 26/1/2015 07:39

I meant to post this at the w/end, it's well worth a read -

Beyond GMOs: A new era of biotechnology
Jan 19, 2015

“Biologicals represent the future of crop protection,” Olson says. “From tank-mixed biopesticides that look and feel like chemical synthetics to growth-enhancing microbial soil amendments, biological crop protection will enable farmers to protect their crops from more stressors, and for cheaper, than conventional synthetics. Gone are the days of the snake-oil salesmen; today’s biologicals developers are bringing innovative, powerful solutions to market.”

How big a role is public perception of these products being developed?

Wagner: If you’re talking about the microbial space … If you look at the traditional success in biotechnology gene modification, it has been in crop protection; for example, Bts and herbicide tolerance. One of the areas that we haven’t had that much success in is fertilizer efficiency and plant nutrition, and I think there are a lot of good physiological reasons within the plant why that’s been quite difficult. But I think it’s an area in which you can approach the market, and that first area — the very large area of plant nutrition and fertilizer use — is now something that has opened up by the use of microbes and how those could be designed around the crops and used in different applications. So, there’s a whole field of agriculture that biotechnology has been missing from but now is possible, and I think that could have a huge impact on public perception, because we are beginning to see regulation on fertilizer use become more prominent — not only in the U.S., state by state, but also around the world. It’s a huge issue for us.

So, do you think that biological approaches to fertilization have better odds going forward? Both public perception and regulatory- wise?

Wagner: Yes.

Full story -

[here and there] 22/1/2015 11:51

had your card marked a long time ago…as you well know.