Plant Impact Share Discussion Threads

[timbo003] 17/5/2015 15:32

>>>>>BB2, Thanks for the heads up on the Midas article, I enjoyed the read.

I haven't (yet?) received an invite for the open day, but I am signed up for the updates at the company web site and I hold a few of my shares as certificates to try to ensure I get sent everything (so much for that tactic).

Assuming I can get them to send me an invite (eventually), I'll definitely be going along.

[wan] 17/5/2015 08:03

Yes it's good to see increased coverage and importantly recognition and confidence in the management build further (always a good thing).

One area that I am particularly interested in, is what might be spawned from the contact and the resulting relationships at Rothamsted, which is something we have yet to see the evidence and the full benefit of. The possibilities of this is something that I have been looking into, and I am more than intrigued by what is potentially on offer. Watch this space!

[here and there] 17/5/2015 07:10

Nice to see some good editorial on PIM. Should get us into the 60's this week

[bigglesbingham] 16/5/2015 23:17

Roll on Monday , the word is getting out !!!

[battlebus2] 16/5/2015 23:02

Midas share tip....I sold these far far too soon.

[wan] 13/5/2015 11:22

I am very disappointed indeed that I cannot make PI's Open Day on the 3rd July (I will be travelling)! If it's anything like as good as the Investor Day (I imagine it will be), then I would certainly recommend it.

[here and there] 09/5/2015 12:23

PIM being promoted by Galvan CFD provider this weekend


A classic penny share story
Dear Investor,

Every once in a while you come across a penny share you just have to sit up and take notice of.

I’m talking about a potential superstar of the future.

You see, this tiny UK company is an emerging player in “natural crop enhancement”.

It’s already secured 9 worldwide patents in a global market literally worth BILLIONS.

Take a look at this opportunity now.

Only recently, the company announced a long-term partnership with BAYER - the €110 billion industry giant.

It now looks poised to reap the rewards.

But you’ll have to be quick – word is getting out...

Get all the details now

Kind regards,

Galvan Research

Galvan Research And Trading Limited
Authorised and regulated by The Financial Conduct Authority

Tel [phone]
Fax [phone]
Email [e-mail]
Web www.galvan.co.uk

[wan] 01/5/2015 09:24

I note that Bayer has reported a weaker market environment for CropScience in North and South America.

April 30, 2015
First quarter of 2015:

Strong start to the year for Bayer

Significant sales and earnings growth at HealthCare / CropScience performance steady in a weaker market environment

Sales of the agriculture business (CropScience) increased by 6.6 percent (Fx & portfolio adj. 1.0 percent) in the first quarter to EUR 3,092 million (Q1 2014: EUR 2,900 million). "Despite a weakened market environment, particularly in North and South America, Crop Protection/Seeds improved slightly against the strong prior-year level," Dekkers said. The subgroup registered significant growth in the Europe region, where business expanded by 16.9 percent (Fx adj.). However, sales fell by 15.1 percent (Fx adj.) in North America, 4.3 percent (Fx adj.) in Asia/Pacific and 3.2 percent (Fx adj.) in Latin America/Africa/ Middle East.

At Crop Protection, the Fungicides business posted double-digit growth of 22.4 percent (Fx & portfolio adj.). Sales of products for use in cereals developed particularly well. The Seeds unit also developed positively (Fx & portfolio adj. plus 8.2 percent), especially with products for oilseed rape/canola and soybeans. By contrast, sales were down at SeedGrowth (Fx & portfolio adj. minus 16.7 percent), Insecticides (Fx & portfolio adj. minus 12.5 percent) and Herbicides (Fx & portfolio adj. minus 8.5 percent). Sales of Environmental Science rose by 4.2 percent (Fx & portfolio adj.), with positive development both in the consumer business and in products for professional users.

EBITDA before special items of the subgroup came in 5.3 percent below the strong prior-year quarter at EUR 1,040 million (Q1 2014: EUR 1,098 million). Contributing to this decrease was a negative currency effect of about EUR 40 million. While higher selling prices had a positive effect, volumes were lower and selling expenses increased.

The outlook remains positive though -

Group sales in 2015 expected to climb to between EUR 48 billion and EUR 49 billion

CropScience expects to continue growing faster than the market and now aims to raise sales to approximately EUR 11 billion (previously: approximately EUR 10 billion). This corresponds to a low- to mid-single-digit percentage increase on a currency- and portfolio-adjusted basis. In line with the clearly positive currency changes, the subgroup now plans to improve EBITDA before special items by a low- to mid-teens percentage (previously: a low- to mid-single-digit percentage).



The numbers and markets from PIM's perspective obviously remain very large and attractive!

[here and there] 30/4/2015 08:07

It has become reasonably liquid at last. Healthy signs for a listed stock. Good for investors, good for traders.

[here and there] 30/4/2015 08:06

Think there will be one or two more senior management appointments before too long. Just hope they are concentrating on sales!

[wan] 30/4/2015 07:56

A good sign to see that calibre of individual joining the board.

[bigglesbingham] 28/4/2015 23:27

Half a million buys and doesn't budge. Shows how far we have come with this company. A year ago it would have increased 20% on this volume.

[wan] 21/4/2015 15:06

H&T...Thanks for the heads-up.

Fwiw, I would suggest; hold tight/add on any weakness.

[here and there] 21/4/2015 14:08

The significant shareholder list has been updated. First time since last November. I have been waiting for this

Then

Identity and percentage holdings of significant shareholders:
Significant Shareholdings
Ordinary shares

Number
Percentage
New City Investment Managers
9,037,346
13.9%
Enterprise Ventures
5,473,131
8.4%
Arysta LifeScience Corporation
4,560,530
7.0%
WH Ireland (UK Growth EIS Fund)
3,571,428
5.5%
FIL Investments International
3,215,039
5.0%
Mr. Richard Sneller
2,350,000
3.62%
Mr. Michael Andrew Bennett
2,020,571
3.1%



Now

Significant Shareholdings Ordinary shares
Number Percentage
New City Investment Managers 9,087,346 11.36%
Polar Capital LLP
7,219,000 9.02%
Enterprise Ventures
6,677,131 8.34%
FIL Investments International
5,738,517 7.17%
Arysta LifeScience Corporation 4,560,530 5.70%
WH Ireland (UK Growth EIS Fund)
3,571,428 4.46%
Mr. Richard Sneller
2,846,571 3.56%
Mr. Michael Andrew Bennett
2,563,000 3.20%

To summ up

Sneller, Bennett, FIL, Enterprise and Polar all took part in the recent placing adding about 12 million shares between them. Very positive to see. Both Brubabaker and Jones have bought at these levels as well. A greater percentage of shares are in institutional and sophisticated shareholder hands than before.

All good, hold tight

[hemehem] 17/4/2015 19:17

there's a gap on the chart at around 38 p I think which I expect it to fill but expect to hit 80p in next 6 - 12 months

[wan] 17/4/2015 10:33

I have been patiently waiting! Anyway I took the opportunity to add to my holding on several occasions this morning, and at cheaper prices than the CEO bought at.

[here and there] 17/4/2015 09:24

it has gone from 14p to 55p in little over a year, some profit taking and a retrace is inevitable at some stage

[doobz] 17/4/2015 09:15

In the last 2 or 3 months with other holdings I've seen aggressive moves down, quick recovery then onto new highs, time will tell indeed.

[venture traveller] 17/4/2015 09:10

Hardly big trades. Can only think there is a large seller afoot. This may cause some panic selling which will only fuel the fire.

I'm sure we will find out in due course.

[doobz] 17/4/2015 09:00

Anyone seen any reasons for the sharp dip? I could t find anything? Thanks D

[wan] 09/4/2015 09:29

H&T...Re R&D; This is from memory and scant notes, but the seed treatment appeared to be tied in with Veritas and Soy, and indicated that Veritas was even more effective with a PI seed treatment.

[here and there] 09/4/2015 09:07

no, i missed last years, interesting that they are going into it…any more info? have they done r&d etc.

[wan] 09/4/2015 08:44

H&T..Not sure if you attended PI's Investors Day, but PI indicated there (quite clearly) that they will be entering the seed treatment business......watch this space!

[here and there] 09/4/2015 08:17

seed treatment is plant health care's speciality not plant impact's. bugoil is still parked on the back, back burner although if legislation against pesticides becomes more aggresive i can see an agrochem major come knocking to develo/co-develop bugoil and luckily PIM is now a successful company, is well partnered and well financed….no begging bowl deals required. time will tell but i wont hold my breath!