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Bit surprised the market hasn't responded more to this great news - couldn't hope for a better distribution outlet that a giant like Bayer. Maybe two reasons - 1) news already built in to the s/p,which has risen recently after announcing Brazil venture; 2) further detail awaited on commercial terms of the deal with Bayer (which I guess will only come when we see financial results published).
On the plus side the SP has stabilised and hasn't been significantly affected in relation to the recent sales
Very slow atm...but waiting for 25p...then re-evaluate my position here some what.....Going Forward
is very heartening these past months. compared to previous times when two or three buys or sells could push the SP 20%. let's hope they have traded ok this season and they find a quality partner in Brazil asap
I think H&N has it correct with City Natural Resources being the most likely buyer and personally I would guess the majority of the sellers may be shareholders who got onboard at around the 10p to 12p mark and are now happy to realise their gain before possible further fundraising, especially in relation to the stalling revenue over the last few years Hopefully after the next few weeks, whittling out the serious holders who are prepared to take a further chance and see the story through to its long promised conclusion, we may see further increases
Looks like we have a buyer..but a seller included in the mixture... 25p the mm's might push us to soon...
a buyer out there mopping up stock. since the sp was 20p to sell there have been 800000 shares sold and the price held until today. the buyer (probably city natural resources and maybe others) has pushed the price up for months trying to entice people to sell. this has been there most prolific price to gain stock
My decision time will develop if revenue continues to stagnate for the next 12 months, I'm hoping for improvement at the next announcement but prepared to give them a further half-year in addition If revenue doesn't appear to be kicking on at this point I will need to reassess as further dilution will be on the cards (if not already utilised by then) and confidence in the long term story will be waining - hopefully if this scenario develops the share price will still be hovering at least above my average of 12.7p GLA
Just another 5p..and then decision times folk's....We ave ALL been very patient,and nicely in profit from the single digits... :-))))))))))))))))))))))))))
Most efficacious in every way! Certainly a feelgood factor in PIM in the past few weeks, I do so enjoy seeing the SP creep inexorably northwards!!!
Casino, the efficacy of INCA and soya was proved by earlier trials results of which were published at last year's investor day. Good to see confirmation with the following year's trials. I see the timing of the publication as the most interesting, just a few weeks after they had talked up their continuing negotiations with distribution partner(S) in Brazil. To me both messages are marketing/haggling ploys to encourage and help secure the best terms and partner in Brazil. Who knows? I might be reading more into it than there is. Whatever, we shall hopefully get partner news before too long
all very encouraging for share holders
Now let's see if we can stay above the 20p level and press on - onwards and upwards !!
Great news - hopefully this will enable some significant revenue increases in that area, which will also assist in spreading revenue more equally throughout the year ! GLA
Brazil soya field trial results........looking quite interesting now H&N!
Personally I think it more likely Arysta or another major global was to come in (Syngenta, Monsanto)
Good to see we all now want/wait to see the Figures here...and then decision time/made/re-action etc etc... Going forward....be good if PHC was to take us over....?
It's obviously all based on personal situations - if goods news is forthcoming (particularly re revenue/profitability) then, as with anything, the sky is the limit. Personally I believe it will all hinge on the board's personal situations and their own shareholdings/goals ! Long term I firmly believe this company will not continue in it's current format, if at all ! Once they reach profitability, or maybe even a significant uplift in revenue, big players (prob Arysta) will take more interest in the whole company, and more so it's complete product portfolio and IP. At this point it may become a case of achieving the best possible sale SP for the board to accept walking away with their shareholding profit and therefore recommend it to the shareholders - that is why I suggest the 45p minimum target that Arysta invested at in 2011 - after any sale the company would possibly concentrate on becoming a straightforward R&D entity or maybe just call it a day completely The 25p is a relevant trigger point as DJ has a significant tranche of share options @ 25.5p and JB has options @ 24.25p therefore they will not personally benefit until the SP passes these baseline points I personally do not believe PI will continue indefinitely, particularly commercially, as in hindsight the commercial scenarios have been the difficulty moving the SP along, they have not /do not have the resources to be a significant commercial presence in this particular market and even once they have 'cashed in' on any success/sale I do not believe the board would reinvest to possibly go down the same route again Regarding the 'whole' PI story I still hope the 45p level is an absolute minimum, I have hopes the £2 SP that PB muted are still achievable if we can move along at pace before finances become an issue again and the board dig their heels in and continue for a period once the sales traction is gained - this clearly would enable them to continue in employment with PI (presumably on better terms/bonuses) until an even better deal could be negotiated as the company would be increasing in value daily but this would then hinge on the ability for the company to function regarding the increased commercial activity with it's exicting resources, or whether it chooses to reinvest in it's structure
Wait and see, I agree. A while back, when Arysta bought in we had thought that 45p would be a new baseline. Unfortunately, performance since then has been inadequate, despite the welcome introduction of a complete new management team. I for one am keen to see some up to date figures. GLA
Grredisvgood did mention that on news etc etc..45p might be a target price.....but lets wait and see...so we don't get carried away,and get to excited....nice quiet chat board...without the boooms from the usual nutters...lol
Who knows where the SP is going to? Could easily go way beyond 25p should there be a significant improvement in sales or a substantial contract agreement for soya in South America
So are we now looking for a shareprice of 25p..and then consolidate.....?
hereandnow - your comments are becoming childish and offensive. It appears to me that anyone with views that do not concur with your own are worthless to you. This is a great pity. But please refrain from making such comments here, the rest of us are here solely to discuss PIM
I truly hope you do attend the investor day - as you choose not to enlighten us on whether you have actually attended any AGM or other meetings at PIM I will request my son attends for me Be sure to make yourself known to him as I'm certain he would like to make your acquaintance if for no other reason than to discuss your aggressive and poisonous nature towards his 64 year old father who's only reason for discussing investments on here is to plan for his impending retirement and put something in place for his grandson's education In the meantime go and digest another dictionary - being clearly so educated and of the opinion that you are better than others you should be easily able to digest my simple straightforward narrative
Just one more pointer if i may. I know sub-editors are a rare species these days but i think in your case, one might be a wise investment. Such vehement and relentless invective would come across much clearer if expressed concisely. Your verbosity really does you no favours and if this is your normal patter, I think it is wise that you chose not to speak to management at PIM. It is a wise man that knows his own limitations. Have a good weekend one and all